Extras

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.

CustomerNotes/LarsonTexts.md

@@ -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.
+DONE: 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: 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").

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. 

CustomerNotes/Walmart.md

@@ -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:
@@ -292,13 +292,40 @@ Design:
   * Popular Topics/Discover (see screenshot)
   * Once search is started, add topics (All, Video, Text Only, etc)
 
-
+```
 <div style='display: none'>
 list of keywords
 keyword
 kewawdawd
 </div>
+```
 
 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.

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.
+DONE: 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: 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
+