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Norm Rasmussen
2023-01-12 17:29:20 -05:00
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CustomerNotes/LarsonTexts.md
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@ -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").