diff --git a/CustomerNotes/Artera.md b/CustomerNotes/Artera.md index d65f57c5..ccc7554d 100644 --- a/CustomerNotes/Artera.md +++ b/CustomerNotes/Artera.md @@ -35,3 +35,14 @@ FEAT: Auto Admin Message when a group is created and who created the group. FEAT: Also, they want to see Logs for User Activity - namely around group creation. Voice of the customer request: Managers can't reset passwords? TODO: If a Manager in an academy with SSO turned on, does it not know how to reset password? + + +## 01/12/2023 + +### Emily Only + +Course progress stats, but week over week +70% average course completion is her standard +She wants a week over week course + +TODO: Setup custom report with WoW of course progress. diff --git a/CustomerNotes/LarsonTexts.md b/CustomerNotes/LarsonTexts.md index 7912392b..b427e161 100644 --- a/CustomerNotes/LarsonTexts.md +++ b/CustomerNotes/LarsonTexts.md @@ -5,7 +5,7 @@ **3 Points for our Meeting:** * Analytics - + * First back to school season, in October post-mortem report on how year one went * Wants to discuss data points that would lead to ROI and KPI * Survey or NPS scores @@ -91,7 +91,7 @@ It is a sticking point to be in control of teacher's emails and contacts * If no --> Milestones, videos, and quiz * There are weekly trainings, that are live * If they don't attend that, they need to do asynchronous training - * She wants to do scheduled release of sections, but a course per update might make more sense. + * She wants to do scheduled release of sections, but a course per update might make more sense. ## 10/20/2022 @@ -101,24 +101,24 @@ It is a sticking point to be in control of teacher's emails and contacts * She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything. * Initiative fatigue in the company * A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do. -* So putting it in Sharepoint makes it "a resource" for employees to access on-demand. -* One of the challenges that Sophia is facing is the registration process for customers. +* So putting it in Sharepoint makes it "a resource" for employees to access on-demand. +* One of the challenges that Sophia is facing is the registration process for customers. * Two things she wants to focus on next: * Short term: Registration process is really messy. Authentication isn't clean for learner ## 11/17/2022 -### Weekly Sync +### Weekly Sync Recreating the partner training, and redoing it again next month. Sophia is hopeful to get to use Northpass for this new product training. Any chance for her teams to utilize Northpass would be beneficial. They have a tool that they can use! * Recreating this training is all delivered via Webinar & Live * Bi-weekly Webinar Updates -* Partners decided to opt out of the bi-weekly webinars. Instead, they would much prefer the on-site. +* Partners decided to opt out of the bi-weekly webinars. Instead, they would much prefer the on-site. Big shift in the coming weeks. Begin planning a revenue generating professional development product. Two models are being proposed, both are asynchronous. The earliest they will discuss the gap analysis for these initiatives if 29th, with follow up on the 5th. She will let me know on the 22nd if anything changes in their urgency and planning. ![Proposed Models](images/Larson_TrainingProposals.png) DONE: Create a deck with all the limitations and advantages of Northpass. Due before Christmas. -Interested in the ILTs for the synchronous model. +Interested in the ILTs for the synchronous model. ## 12/1/2022 @@ -141,8 +141,8 @@ Her thoughts: * Or it needs to zoom out and show how the 5 circles fit into the Big Larson logistics Things to change/add for the presentation: -TODO: Better understanding of the ILTs, specifically Live trainings. -TODO: They are unsure about automation logistics. What does it look like (the user experience) to Automate (SFDC, Pendo) and Authenticate users, and offer a portal. +DONE: Better understanding of the ILTs, specifically Live trainings. +DONE: They are unsure about automation logistics. What does it look like (the user experience) to Automate (SFDC, Pendo) and Authenticate users, and offer a portal. They now market themselves as Big Ideas Learning, change branding to Big Ideas Learning. Salesforce is what they use for orders, and Pendo is what they use for experience. Retention is based on funding. Many districts can't find budget, they get what they get and that's it. Some do find it from student budgets, intervention funds, etc. @@ -156,4 +156,27 @@ However, there are always ongoing discussions about changes to contract. For ins * (Small) In the last year, they have increased their integration level with Canvas and Schoology. Districts are expecting them to train on products that aren't theirs. Such as, a course on Schoology or Canvas. Internally, they will create some generic course info for districts. * (Bigger) National and Florida project courses will need to be put together for the new K-5 product. This will be a lift, so they need to get more agile and flexible when it comes to upgrading and creating a new courses. Share best practices on content creation, and workflows and functionality, etc. If they can create and publish courses with fewer videos, that would be best. UX should be effective and enjoyable. The creation of videos can be a big lift. -TODO: In next meeting, share how people can more quickly create courses and be more flexible and agile in updating courses. +DONE: In next meeting, share how people can more quickly create courses and be more flexible and agile in updating courses. + +## 01/12/2023 + +### Chris Toothman, Tech Lead/Head of Product + +They want to expand into professional development. He had some questions: + +* Can we change the theme, look, and feel to be more inline with branding? - YES! +* External/Customer Use Case: Can we do SSO? Or Embed (Big Ideas Math or Ada)? How can we integrate more tightly into their existing app? + +SSO Information: + +Internal System - it is their clients that use the specific protocols & providers. +Embed + Open Auth is what might be easiest. They want to know how to segment and tell Northpass what items and trainings each customer has access to? +--> Properties & Groups +Big Ideas Math lives on top of a database with all this data. However, they also use Salesforce, which may be a good source of information. +The new platform (Ada) is not yet integrated into Salesforce. + +Next Steps: Discuss segmentation & group provisioning. + +TODO: Send Chris Information regarding embedding, authentication, groups & people, properties, and what design changes are available on enterprise vs premium. + +Last Question: Can our authoring tool output into SCORM or other formats (what they call a "learning object"). diff --git a/CustomerNotes/Mizuno.md b/CustomerNotes/Mizuno.md index e69de29b..41676f5b 100644 --- a/CustomerNotes/Mizuno.md +++ b/CustomerNotes/Mizuno.md @@ -0,0 +1,17 @@ +# Mizuno + +## 01/12/2023 + +### Certs Discussion + +Overall, don't like our certs and need more +TODO: Skip "view" button and show Certs immedieatly at the end of course screen. +TODO: Certs not loading after clicking view. <-- On Chrome. Worked for Norm. +FEAT: Cert emails for Outlook need to be reformatted. +TODO: Upload a better size for picture on dashboard header. +ERROR: Certs not sending in email the correct template. Alpinist Template downloads as two pages. Mountaineer logo is too small. +TODO: Ask Patrycja to add me to the final run through. + +To start for the 23rd, people are getting assigned to learning paths. But self-selection in groups is the ideal long-term setup. +Ocean Academy or Stripe type landing page would be ideal for self-selection. +Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people. diff --git a/CustomerNotes/Walmart.md b/CustomerNotes/Walmart.md index 4c71164e..c5209b5a 100644 --- a/CustomerNotes/Walmart.md +++ b/CustomerNotes/Walmart.md @@ -43,7 +43,7 @@ * Where are they struggling with this? How to deploy? What tech to use? What content to use? * They want to have a resource available on the exact activity * Scanning is the big topic that is causing a lot of heart burn. -* Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training. +* Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training. * Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity. * Travis and Krystal recieved "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles? * [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team. @@ -126,7 +126,7 @@ Back story to Krystal's requests: Research Group was quite small but could be indicative of the larger population. As for Demographics, Nichole said that most drivers seem to be college-aged women. Krystal to send their demographics deck and results that was recently completed. -##### Driver's journey +#### Driver's journey Are there thresholds and milestones - what are they? What makes a driver "experienced"? Is it number of drivers? Number of resources viewed? Something else? Krystal said they have just created something similar and she can send over some documents. Questions and Thoughts: @@ -291,14 +291,41 @@ Design: * History of a Driver's Searches --> Might be difficult with webview settings. * Popular Topics/Discover (see screenshot) * Once search is started, add topics (All, Video, Text Only, etc) - +```
list of keywords keyword kewawdawd
+``` Content: How can we use existing clips in the new resources? They want to take 10 seconds of a video, clip it to a section that's only showing a certain section, and is that best as a gif or a video. + +### Luminate Walmart + +Four in the box Model - Quadrants: + +1. Business Team +2. Product Team +3. Engineering Team +4. Design Team + +For big decisions, we will need people from each quadrant to give their input. +Early on, we might have a lot of conversations with engineers about non-engineering topics to help build their buy-in and optimism with the project. + +Stephanie - Business Lead +Jessica Lynn - Jessica.Segura@walmart.com +Eric Wynn +Johnny - Engineering team committed through Feb to another project. So a lot of prep work will have to be done ahead of time. A content drive may need to start first. + +Formal Launch Date? 4-8 Weeks is "Awesome" and ideal. But with engineering, they may not be able to commit just yet and couldn't give Scott a range. + +In-App is the direction they are going in. + +Business Impact? + +Engineering was upset that they weren't brought in for the selection process. So for next steps, we will let them set the next cues and steps. They have a lot of questions for Scott and Stephanie. +Travis/Norm wait to hear from Scott about engineering and when they are ready to engage. diff --git a/Timetagger/_timetagger/users/norm~bm9ybQ==.db b/Timetagger/_timetagger/users/norm~bm9ybQ==.db index 75d90ff7..3352fff6 100644 Binary files a/Timetagger/_timetagger/users/norm~bm9ybQ==.db and b/Timetagger/_timetagger/users/norm~bm9ybQ==.db differ diff --git a/TodoList.md b/TodoList.md index f4225ae4..265e0061 100644 --- a/TodoList.md +++ b/TodoList.md @@ -1,10 +1,12 @@ # General To-do List -TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. -TODO: Get Chris to create Tracy's Dashboard in Hubspot. +DONE: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. +DONE: Get Chris to create Tracy's Dashboard in Hubspot. TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design TODO: Intro Tracy to new clients (see Tracy's slack) +TODO: Start Implementation Channel, tell everyone that if Patrycja USED to be involved in a client that is now launched and the client reaches out to you and Patrycja, don't expect her to reply. If she has some technical knowledge about the account, then please reach out to her but as for SE tasks, someone else should be doing them. + Customer Health Score: * Usage Data is the most important part @@ -13,4 +15,4 @@ Customer Health Score: * No Course in last 3 months * No newly activated learners * New Admins - * ,fe +