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CustomerNotes/Quantuvos.md
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CustomerNotes/Quantuvos.md
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# Quantuvos
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## Main People
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- Asia (Joanna)
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- Chris Burns
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- Technical - Chris Campbell & Developer
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- Content/Admin - Asia Jarosz
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- Design - Chris' team
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### 8/22/2022
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Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
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Folks are sick (Lukemia) in NJ and he can't manage both
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Launching quickly is not realistic, moved back to November
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* Financial Situation: *
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- Certain old accounts recievable and not paying
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- Don't have cash to pay the bill right now for Northpass
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- Lots of small issues in paying, banks not paying, clients not paying either
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- Were selling 250/month up until a month ago, now sales are not happening.
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- Chris asked for longer flexibility - Travis asked how much?
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- Gregg said November, Chris says ASAP, or change to a monthly payment.
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-
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## Tasks
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* [X] Create Implementation Plan
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* [X] End of August Launch
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* [X] Help Asia create course
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* [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
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* [X] SSO - Reach out to Chris ASAP
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* [ ] Provide Burns with a deck on competitive analysis of why NP is superior
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* [ ] Instructor page demo
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* [ ] Create categories for each OS List
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Asia off week of August 28th
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## Notes from Kick off
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See Nick's implementation Plan
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Hold onto deadlines and connect people to the right others
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Content is a huge chunk of what needs to be done
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Wants to understand the roles and needs, hours needed
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Needs help understanding the structure of content etc
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Something about buckets being empty and fish being found
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OpenSesame
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Chris' team uses Figma pretty heavily
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Launch is August 29th (week of)
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Vegas Conference - 1st week of September - September 13th
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## Meeting with Chris Campbell
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Full embed Ideally
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Either via API or embed
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Open either way to the various options
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- [X] Requested an overview deck
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- [X] Has reviewed Developer Docs
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Quantuvos app, video session and can join to take it
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* SSO *
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Auth0 -
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They need to provide us with designs and he will reference other apps that have and he has been built
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Wants to align nomenclature and definitions between our company and theirs
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For Quantuvos, a program is a coaching application
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They work with company A, and they want all mid-level managers to be upper level by theend of the year
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Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass
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- [X] Create a draw.io diagram for their programs and how it would map to groups.
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Will they piece meal or full embed?
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Full embed out of the gate and then add elements later on
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API to show assignments or courses based on the learner in their app
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"Customer Admin" = A quantuvos rep that manages their program
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Can a manager access the media library? How do they "edit" courses?
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How about limited access to media library stuff?
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What are coaches responsibility?
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Is a 1:1 assignment? There are no rules, 1 coach to many
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And multiple coaches to multiple clients
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Sounds like they are similar to CSM
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And 2 coaches on 5 clients who are managing the same account but their subsets will be different.
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### Where is content?
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Categories are set in stone
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Lists are curated in those categories
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From their own coaches - Proprietary Content
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The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
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## Meeting with Group + CEO
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* one group per customer
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* A program is a subset within a customer
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* Subscribers are the whole group
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* all courses for that customer will be in that group
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* There are also "subscribers" and "coachees"
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* Center for Coaching Effectiveness (CCE) Content
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* Can we share a specific activity and have the learner go straight there?
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* Course per coach? Or Course per topic?
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* Can Auth0 use Groups? Why not?
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- Asia and Sources of Content -
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- Right after coaching session, coach wants to send their own content to the client
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- But send it within Network-Q
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- 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
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- 2nd marker
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