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started g2 changes. notes and todos from other companies.

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Norm Rasmussen
2023-05-03 17:10:33 -04:00
parent 26c55d54f6
commit ee797f3b7e
12 changed files with 115 additions and 116 deletions
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14
CustomerNotes/Artera.md
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@ -77,7 +77,7 @@ Questions from Emily:
* Manager permissions, no "select all" for course assignments.
* FIX: If a manager creates a group, they don't OWN the group. The Admin needs to go in and assign that created group.
* FIX:: Is there a way to programmatically assign a manager courses, groups, etc? - NO.
* TODO: embed calendar into events page and sidebar of My Courses: 'https://calendar.google.com/calendar/u/0/embed?height=800&wkst=1&bgcolor=%23ecf0f9&ctz=America/Los_Angeles&showTabs=1&mode=AGENDA&title=WELL+Customer+Training+Workshops&showCalendars=1&showNav=1&showTitle=0&showDate=1&showPrint=1&src=Y184ZXM5aGp2Y2g4YnJnZTU2b3VsZXY0NGgzc0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t&color=%23B39DDB'
DONE: embed calendar into events page and sidebar of My Courses: 'https://calendar.google.com/calendar/u/0/embed?height=800&wkst=1&bgcolor=%23ecf0f9&ctz=America/Los_Angeles&showTabs=1&mode=AGENDA&title=WELL+Customer+Training+Workshops&showCalendars=1&showNav=1&showTitle=0&showDate=1&showPrint=1&src=Y184ZXM5aGp2Y2g4YnJnZTU2b3VsZXY0NGgzc0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t&color=%23B39DDB'
## 03/23/2023
@ -91,3 +91,15 @@ Wrap categories if too long.
Each box is the same height.
Emily due April 19th. Will then be on parental leave.
## 05/02/2023
### Scheduled Report Request
They use looker and allow customers to 'self-service' their reports. Learners must complete the course before being able
to access the reports.
DONE: Custom Report for completions of "Self Service Analytics" Course.
Other items: redoing the design of the internal LMS.

14
CustomerNotes/Skuid.md
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@ -225,3 +225,17 @@ Notification after x number of learning paths complete.
Can we run a report that shows ALL course attempts?
TODO: Create Looker organized by attempts, show all attempts across all people & courses.
## 05/02/2023
### Impromptu Meeting (Emergency) with Alexa
Her team is asking to cut down on the certification questions and make it smaller.
Still going with Question Mark.
Deadline is to now push it out before the end of May.
1/3 of the company is being laid off. Alexa included. 38 people total.
She is able to stay for a month to finish the program.
Anna will be the only training person left at Skuid.
TODO: Setup introductory call with Anna and Austin so we can all meet.

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CustomerNotes/Terminus.md Normal file
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@ -0,0 +1,31 @@
# Terminus
## 5/2/2023
### Data Discussion & Flow
Cherrill Hartman - Attended
Kevin Heraly - Medication complications and new issues. Had a seizure. Feeling sick (migraines, etc).
Kelly Roman - Non-technical data/SFDC Admin
Kevin - Head of RevOps. Kelly works for Kevin. Also currently running SFDC.
Ideal things to cover this meeting:
* Salesforce is Source of Truth, but also not a dumping database.
* If they are putting items in Salesforce, they are doing it intentionally.
* They can use a S3 bucket as a dumping/warehouse.
* Salesforce > Gainsight and is one way.
* Gainsight's S3 is the bucket
Gainsight records only get created for existing customers. They have a catch-all for unlinked enrollments.
The issues with Gmail/Yahoo addresses is the people/leads end up in no-man's land. No one reaches out to them and they
don't get entered in any campaigns, etc.
Who is the main communication engine? Gainsight does a terrible job of mass emails. Lots of block lists.
Campaign process, controlled by pre-sales marketing.
Gainsight could be a great option, but people have to meet "criteria" to send emails.
They use LeanData for checking for duplicates in their various systems. That's where Webhooks would be created.

69
CustomerNotes/Zenjob.md
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@ -1,44 +1,57 @@
## 11/11/2022
### Content meeting Sophie
Main goal: Everything in their LMS should allow their talents to do _more_ jobs.
*Some Feedback She's collected and changes they want to see:*
* She has a Miro board with these changes that she needs
* Two new points have come up from yesterday
* At the end of the training, the learner should see a certificate.
### Content meeting Sophie
Main goal: Everything in their LMS should allow their talents to do _more_ jobs.
_Some Feedback She's collected and changes they want to see:_
*She has a Miro board with these changes that she needs
* Two new points have come up from yesterday
*At the end of the training, the learner should see a certificate.
* They want to personalize their certificates for learners
* No change to end of course screen for now
* They have contacted their marketing for new badges.
* Integration with Shopify?
*No change to end of course screen for now
* They have contacted their marketing for new badges.
*Integration with Shopify?
* They have a shopify shop where talents can get equpiment
* Only should be availble to some talents. Their backend has a tag which allows or not allows them to see Shopify
* Only with a specific link can you access shopify
* Sophie needs to talk with Viky, but she just had the idea to integrate. Wanted to be sure it was possible.
* Language switching - English/German button
* Back to my Courses page, `/app/dashboard` should not be used
*Only should be availble to some talents. Their backend has a tag which allows or not allows them to see Shopify
* Only with a specific link can you access shopify
*Sophie needs to talk with Viky, but she just had the idea to integrate. Wanted to be sure it was possible.
* Language switching - English/German button
*Back to my Courses page, `/app/dashboard` should not be used
* Button should go to `/app/courses/`
* Currently, Talents can upload their certs to a typeform "survey". It's a legal document that's required.
*Currently, Talents can upload their certs to a typeform "survey". It's a legal document that's required.
* [Link to Typeform](https://zenjob.typeform.com/to/DaIe0c)
* Sophie to share Miro Board with changes & requests.
* After Typeform the picture of the health cert goes into Salesforce. This is powered by Salesforce.
* Her question: could this health cert typeform be entered as a course? Can it go to Salesforce?
*Sophie to share Miro Board with changes & requests.
* After Typeform the picture of the health cert goes into Salesforce. This is powered by Salesforce.
*Her question: could this health cert typeform be entered as a course? Can it go to Salesforce?
* This health upload would be the FIRST thing
* Can we pass in a persons name to the typeform for faster completion?
* Three options for the typeform:
* Link to TF somewhere on the Academy
* Course with Assignment
* Course with Typeform embedded
* Link to TF somewhere on the Academy
* Course with Assignment
* Course with Typeform embedded
* Two small things as the last two:
1. She can't change "Zuruck zum 'Meine Kurse' " --> Back to my courses button
2. It should say --> "Zuruck zu 'Meine Krurse' "
2. She wants the course cards to have gifs - use the gif that's in the course overview page.
3. This should only happen when you hover over it.
2. It should say --> "Zuruck zu 'Meine Krurse' "
2. She wants the course cards to have gifs - use the gif that's in the course overview page.
3. This should only happen when you hover over it.
## 11/18/2022
### Content with Sync
Ideal information in Salesforce:
* Ticket created in Salesforce --> Ticket lives in Service App
* File that user has uploaded is in Salesforce --> Link okay if S3 is publicly available.
* Attach date to Ticket that is 2 years minus 1 day from date of completion.
* The Typeform solution is via Zapier.
* Ticket created in Salesforce --> Ticket lives in Service App
* File that user has uploaded is in Salesforce --> Link okay if S3 is publicly available.
* Attach date to Ticket that is 2 years minus 1 day from date of completion.
* Typeform solution is via Zapier.
## 05/03/2023
### Design Changes & Tickets
DONE: Added a new group to homepage's access.
TODO: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).