customer notes

This commit is contained in:
Norm Rasmussen
2022-10-03 18:59:40 -04:00
parent ee4d362dc0
commit f09c98e1a4
16 changed files with 365 additions and 102 deletions

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@ -1,6 +1,23 @@
# Bolt
## People
* Doris
* Training with Figma interface
* She likes it, but it's not great for learners.
## 10/03/2022
* Engineering on Bolt side will have more time to in app experience
* Goal for in app by 31 October
* Vera to talk about another issue:
* Retraining & no access to courses
* Google Sheets collecting information
* How many cases and tickets are coming in per week? - 300
* Able to complete it, but "blocked"
* Open the course but redirected to Bolt home page
* Or can't open the course
* South Africa & Tunisia - 7 markets total
* Could be network connectivity
* These markets tend to have older phones with much older versions of Android
* iOS defaults to Safari, Android uses "web view" which is old and could not work well with react framework that Northpass uses
* It is curious that this is happening with retraining.
* Charlie - the only thing I can think of doing is reverting the look to an older look
* Single example of Azerbaijani with OS 11, but not clear what the actual issue is
* Shows as complete, but he claims he could not complete. This sounds like a different issue.
* Nigerian driver running 8.1, this is the common issue and it _seems_ to be an OS versioning issue
* Possibility of the UID/Email not getting added in correctly?
*

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@ -8,6 +8,19 @@ Current Issues:
* This training is necessary for Audit.
* They don't feel self-reliant or self-sufficient
* Feels like digging out of a hole
* o
* Swift, WCA, TripleSeat, Kadince
## 9/27/2022
* How many people are retaking courses?
* Back in 2021, she hadn't completed mandatory courses
* Left and came back, but had restricted access
* Is this unique or common? - Very Unique
* IT gave her 48 hours to complete courses, so she and her manager was freaking out
* Will begin kicking off 2022 mandatory courses
* October 1st, kicking it off
* Agents have 1 month to complete the mandatory training
* Then managers get involved, especially if agents dont complete it
* Restrict access if incomplete
* They need the new inactivity nudge to list ALL courses that they have been inactive for
* They are recieving a lot of quesitons from agents about WHICH courses they need to complete
* Kathleen on PTO next week. 10/2/-10/7

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@ -90,21 +90,42 @@ Course Completion - because they wanted to see who completed it
* Course completion NO should show up regardless of attempt start
*
## 9/22/22
* Banner Width smaller
* Mobile view search bar becomes too short - Phone view
* Chevron Carousel is okay for many courses
* Embed our Workforce Contact
* If you click contact, it will send them to a website hosted by Flink
* Soner to send brand guidelines & which buttons should be removed from collapsible menu
* Questions about Preview as Manager vs Learner
* Allow them to update FAQ on their own
* collapsible menu not showing in mobile
## Tasks
- [ ] Need to Hide some courses for an offline assesment
- [X] Need to Hide some courses for an offline assesment
- [-] In person assesment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
- [ ] Quiz as Survey functionality and best practices
- [X] Quiz as Survey functionality and best practices
- [X] Milestones?
- [ ] Intro to Marek for Communications Beta
- [X] Intro to Marek for Communications Beta
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
- [ ] Intro to KJ for Analytics changes?
- [ ] ILTs are the most important from Netherlands meeting
- [X] Intro to KJ for Analytics changes?
- [-] ILTs are the most important from Netherlands meeting
- [ ] Map their categories presentation to Northpass best practices
- [ ] Move course to Sandbox for testing - test many courses in carousel
- [ ] TESTING / Rider Onboarding - DE (ENG)
- [ ] And then 5-6 others at random
- [ ] Change Collapsible Menu
- [ ] Course Scripts
- [ ] Articles > Help Center
- [ ] Move Contact to the bottom: Contact, Profile Settings, Sign out
- [ ] Rider App
- [ ] Add Language Buttons such as in Canva (top right)
## Topics for when Cami and I are out
* Reporting

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@ -45,4 +45,24 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
* Lofty goals? Not yet, most will be on the marketo side
* Setup customer MQL
*
## 10/03/2022
* Make lessons on cards clickable - should enter course overview page.
* CTA button on overview page - back to courses?
* On homepage too: add sub navigation - home, dashboard, catalog
* Keep subnav on /app/dashboard and add it to home page.
* Chat icon in G2 was overlapping with the continue buttons
* Number of enrollments is higher than expected (they expected 100)
* They are happy with click throughs but active leaners is lower than expected
* They are moving the university to their CS nurture stream
* Series of emails from Marketing to customers first 90 days
* Something like "hey! You've been accepted to G2 university"
* Specific Course recommendations during onboarding
* "you're about to launch your first campaign, try this course"
* G2 Reports is every quarter, they will push during report season on specific courses
* #5746b2 <-- G2 Purple
* Start providing best practices for certifications <-- Katlin
* Erin to take over content & overall admin responsbilities
* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
* First Certifications Discussion Mid December to plant seed
*

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@ -19,3 +19,35 @@
Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
Next meeting: September 2, 2022
Data that's important:
* Quantitive is important, but not wholly
* Monthly avg users - if it decreases by 15%, bumps down to amber
* Only way the can talk out of that is Europeans on vacation
* Real reasons
* Logging in every 30 days
* Utilization health, stakeholder health, Monthly Usage
* Don't want to be single threaded
* "Get well plan"
* Are you creating successful relationships with others in the org
* CS Analyst that pulls platform analytics per clients
* Utilization over the last 12 months in multiple graphs
* Requirement: first week of the month to download and send it to client and open door for conversation
* H1 uses full story, but some metrics are incomplete
* Ad blockers dont work with full story
* Look for trends in data and utilization
* Are ppl using a specific search more than others
* Favorite trick - ask for time on a team meeting
* Aggregate Support Article metrics
* Divide stakeholder relatinoships -
* Tech team
* Neuro team
* Imp owns Tech relationship
* CS owns user relationships
* AM owns revenue relationship
* Implementation & Delivery team
* Imp manager is client facing
* Delivery is not client facing. Internally project focused
* The best CSM doesn't always make the client happy
* The best CSM keeps the client on track and within boundaries
*

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@ -1,9 +1,9 @@
# Hello Insights
# Meetings
Paula is main POC
"Fastest purchase of a new platform"
## Kick off Call Notes
## 7/12/22 Kick off Call Notes
- Paula: admin, poc, content and structure of groups. main admin
- Tim: Product, overall strategy, creating space for Andres (Designer)
- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
@ -68,7 +68,7 @@ Questions from Andres:
- Trying to incentivize the users engagement in the learning center
- Ideally show "another person completed this course" - can we pull from a table of names?
- Mapping the content in the experience? Similar to Skuid Experience
- [ ] Send webSDKs, embed, webhook, and documentation
- [X] Send webSDKs, embed, webhook, and documentation
## Content And Creation
* [ ] They want a recommendation engine
@ -106,11 +106,10 @@ Andres/Paula - 8/22/22
* Users within an organization account
* MAIN: Users should not be seeing any default Northpass pages (login, enrollment emails, etc)
## Proof of Concept from HelloInsight
## Design Handoff 9/13/2022
## Hours Estimates
* They want estimates of how long eerything will take to build it all for the MVP
* Hours Estimates
* They want estimates of how long eerything will take to build it all for the MVP
* Then we will decide how everything should be split up
* They don't want to burn through all 48 hours.
* API work will also take some hours
@ -136,6 +135,23 @@ As a software engineer, I want to implement a proof of concept integration of No
- Users will not receive any other login pages, account creation pages, or account setup/management emails from Northpass.
- When any user information changes in Hello Insight, this information needs to be reflected in NP for the existing user in the NP database.
- NP components should be embeddable in other parts of Hello Insight, and users interaction with those components should be traced in NP and counted towards course completion as necessary.
o
## Design Showcase Meeting 1 - 9/21/22
* Their site is not mobile friendly
* No need to do mobile view code for the time being
* HI app is usable down to a portrait or landscape size
* Question about QA
* What system or process do we use for QA?
* We will use Notion via HI to get feedback during QA process
* They will need a script to create each person who is in the HI app?
* No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own
* Austin has considerations:
* Featured Courses & Learning Paths - Ask Paula and Andres
* In the future, featured courses will depend on data from the HI app
* Is not mobile optimized just yet (no problem)
* Tim - consideration about next quarter
* Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes.
*
### NEW Launch
* September 28th - Full Launch w/ Campaign

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@ -1,11 +1,13 @@
# Humly
## Technical People
## 6/21/22
### Technical People
- Tomasz (Tom) - Client and Team Leader
- Bartosz - Full stack developer, 2 years at Humly
## Answers to Questions from email
### Answers to Questions from email
How do we know what courses a candidate has completed? Should we store it ourselves or should we always get it from Northpass? What is the best practice?
- They want to apply some logic to these completions in Northpass
- This is for the recruitment part, so they need to complete
@ -29,5 +31,11 @@ We plan to just link to Northpass and open it in a separate browser to start wit
Status is they are mapping out and deciding what Northpass involvment should be
## Tasks
- [ ] Tom and Bartos:z will start working on this
- [X] Tom and Bartos:z will start working on this
# Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
|--|--|--|
If a learning team could set up the logic in Northpass

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@ -76,3 +76,12 @@ Other one:
How do we differentiate from "all"?
For Americas, LatAm, Canada, and USA might have different courses
This is ONLY for the US
## 10/03/2022
* [ ] CREATE a storyboard PPT of the UX of the academy
* [ ] Remove all links along the top of the footer
* [ ] Cookie/Legal should link to Northpass' Policy
* [ ] Contact Us should be un-clickable
* [ ] Add how to edit properties and links in the Documentation
* [ ] Backspace Professional Events
* [ ] Product Inforation should be: "Learn about Johson & Johnson's Technology Offerings"

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@ -1,78 +1,105 @@
# Larson Texts
# Meetings:
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
- Email other important metrics for analysis
- These numbers are very low compared to the number of people invited
- The number of groups is the number of total invited groups/clients
- People can opt out,
----------------
Flow:
Auto email goes out with a description of how to get into the academy
No one clicks
110 clients have been invited and each client is a districts
Each district could be 2 people or 30 people
Are they enabling their distcits to forward the emails along?
## 8/25/22
# Custom Reports
* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID
**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
* Email other important metrics for analysis
* These numbers are very low compared to the number of people invited
* The number of groups is the number of total invited groups/clients
* People can opt out,
Overall goal is spending less time in live trainings with small districts (<$50,000)
This time last year, 35% of trainings were spent with small accounts
This year, 26%! A 10% change.
**Flow:**
1. Auto email goes out with a description of how to get into the academy
2. No one clicks
3. 110 clients have been invited and each client is a districts
4. Each district could be 2 people or 30 people
5. Are they enabling their distcits to forward the emails along?
### Custom Reports
**Requested Data in Reports:**
* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID
> Overall goal is spending less time in live trainings with small districts (<$50,000)
> This time last year, 35% of trainings were spent with small accounts
> This year, 26%! A 10% change.
115 actually did training, ~350 hours
This is just training time, hours for travel and planning isnt' factored in
This has been successful now and is positioning for something better in the future
* They want to sell stuff in the future
* The idea is being planted, but its not happening yet
Idea has been floated to sell stuff in the future. No timeline or roadmap for this.
Low enrollments because District Contact invites teachers to the platform
Larson isn't in control of the communications
Might be more comfortable a year from now helping with that
It is a sticking point to be in control of teacher's emails and contacts
Other ideas:
* SSO for their district
* BigIdeasMath.com is where learner's sign in right now
* Can we consolidate a single authentication method?
* Integrations with:
* Salesforce, Hubspot, Pendo, No BI Tool
**Other ideas:**
* SSO for their district
* BigIdeasMath.com is where learner's sign in right now
* Can we consolidate a single authentication method?
* Integrations with:
** Salesforce, Hubspot, Pendo, No BI Tool
Next 6-8 Months:
* Back to school "ends" mid-September
* Oct-December - Focus on Sales
* Jan - Mar - Continued Sales
* Launching new product segment, Elementary
* Launched & Begin Sales Fall 2022
* Implemented 2023
* Trained by April 2023
* Development of Resources in February 2022
* April is "next year" of Northpass
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations
**Next 6-8 Months:**
* Back to school "ends" mid-September
* Oct-December - Focus on Sales
* Jan - Mar - Continued Sales
* Launching new product segment, Elementary
* Launched & Begin Sales Fall 2022
* Implemented 2023
* Trained by April 2023
* Development of Resources in February 2022
* April is "next year" of Northpass
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations
## Meeting on 9/8/22
* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
* They also need to train their partner, Geographic Learning
* Throwing around the idea of using Northpass for this
* GL needs accountability - share recording, small quiz, check they are done
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
-------------------
{expand: 9/8/22 }
* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
* They also need to train their partner, Geographic Learning
* Throwing around the idea of using Northpass for this
* GL needs accountability - share recording, small quiz, check they are done
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
{expand}
---------------------
## 9/22/22
* Takes a course > single question:
* Did you attend live training on {date}?
* If yes --> Free form course, review material, No quiz (resource)
* 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.
## Tasks
* [ ] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [ ] Add personalized message to /app.
* [ ]
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
# Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
|--|--|--|
|

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@ -23,17 +23,18 @@ If non-value users are allowed in, how do we keep out competitors?
* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
## Meeting with Brian re: SSO
## 7/26/22
Meeting with Brian re: SSO
They have a lot of clients without SSO
They are not an IDP, but are a service provider
Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.
In their ideal world, how would Mark43 like to access Northpass?
- Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
- Accounts are then managed by their users in their application (sounds like customer application)
* There would need to be a second instance for non-SSO users.
*
* Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
* Accounts are then managed by their users in their application (sounds like customer application)
* There would need to be a second instance for non-SSO users.
Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names.
There are some internal issues with customer discussions - colby, brian, michelle, and someone else?
@ -51,4 +52,13 @@ Michelle - meeting internally to discuss security for manager permissions
Partner instance and SSO expectations
* [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
* [ ] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
* [X] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
## 9/23/2022
* Meeting with Michelle, Larry (CISO), Ryan (Senior Dev)
* They are moving to Azure
* Ryan to look into congregating users into Azure using OpenID Connect
* Norm to set up Sandbox for Ryan
* All depends on IDP and if it can be a single instance

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@ -0,0 +1,33 @@
# Meetings
## 9/30/2022
* Salesforce ISV - Top 35, Crest Level
* Document Electronic Signatures
* All clients and partners are Salesforce SIs
* 24 folks, growing rapidly
* His role is partnerships on a pro active basis
* 1/3 in Sales/CS/Support
* 2/3 are backend and developers
* Reason for reaching out:
* They have an "academy" which is really just a knowledge base
* Need to help partners and clients
* Mostly for implementation, but want to expand into teaching people to resell
* Knows the toughest part is creating content
* Reselling PDF Butler - they don't implement at all
* They sell direct to enterprise and then connect SI
* SF Admin/Architects are the main buyers
* Partners refer and then profit based on consultation times
* They hand hold right now but need to scale it
* Main goal is to reduce support tickets
* 30 day free trial is to academy
* Leadership wants to protect some of the IP in knowledge base
* 3 levels of course - Novice, Intermediate, Advanced
* How to sell PDF Butler - Referrers and Resellers
* Direct KPI and correlation to course completion and resell revenue
* Internal Training as time goes on
* Auth structure - invite intentionally
* They have created a metric for segmenting partners - employees and revenue
* Content Creation - Luke will be leading with the Founder (Founder is a coder/dev)
* He will have an internal workshop to find what content and articles he will need in platform
* [ ] Set up trial PDF Butler
*

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@ -1,5 +1,6 @@
# Papa
## 8/30/2022
* Issues that may happen:
* ADP is the brain - Integration
* Transferring from LMS
@ -7,7 +8,7 @@
* Pals on Northpass
* Integration with Snowflake and Looker in Phase 2
## People
### People
* Katie - Senior Learning - Care Team
* Lizzy - PM on Katie's Team
* Mini - Senior Training on Care Team
@ -19,7 +20,7 @@
* Melanie - Sales Training & Enablement - new biz and CS success - use it for the sales team, self-directed, accountability as well
* Natasha - HR Generalist for HR Operations (under Amanda)
## Level Setting & Introduction
### Level Setting & Introduction
* Northpass was already being used for PAL Training & Support
* Separate Instances for Internal Side & External Side
* Lessonly Contract Expires on October 4th
@ -31,11 +32,13 @@ Care center vs Pals
ADP Integration -
Okta SSO - Ted, Security Team
## Mapping Session with Mini, Lizzy, and Becca
## Meetings
### 09/19/2022
## 10/03/2022
* Rebecca has been in Northpass a lot as the main creator
* Needs some clarity on items
* Not using the platform in an ideal manner
* Didn't double check all the quizzes that were put in
* Drew's team also made more than a few mistakes putting in Quizzes
* Currently, Papa wants quizzes and assignments to be a single assesment
* They also want there to be grading and adjustments to the grading after completion
* Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
*

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@ -8,6 +8,23 @@ curl -u admin:admin -X POST -H 'Content-Type: application/json' -d '{"type":"pag
"space":{"key":"TST"},"body":{"storage":{"value":"<p>This is <br/> a new page</p>","representation":
"storage"}}}' http://localhost:8080/confluence/rest/api/content/ | python -mjson.tool
# This is an example of updating content
PUT /rest/api/content/456
{
"version": {
"number": 2
},
"title": "My new title",
"type": "page",
"body": {
"storage": {
"value": "<p>New page data.</p>",
"representation": "storage"
}
}
}
# This is a Northpas example in python
import requests
url = "https://api.northpass.com/v2/people/person_uuid/deactivations"
@ -22,13 +39,11 @@ url = "http/"
import requests
TODO fix this url
url = "https://api.northpass.com/v2/activities"
headers = {"accept": "application/json"}
response = requests.get(url, headers=headers)
pagename = file(read file)
title = filename
value = file.read()

39
confluence_api_example.py Normal file
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@ -0,0 +1,39 @@
# This code sample uses the 'requests' library:
# http://docs.python-requests.org
import requests
from requests.auth import HTTPBasicAuth
import json
url = "https://northpass.atlassian.net/wiki/rest/api/content"
#auth = HTTPBasicAuth("bnJhc211c3NlbkBub3J0aHBhc3MuY29tOnFmOUlsN1g0d2t0aGdRS0JPSWx5NTczNw==")
auth = HTTPBasicAuth("nrasmussen@northpass.com", "qf9Il7X4wkthgQKBOIly5737")
headers = {
"X-Atlassian-Token": "no-check",
"Accept": "application/json",
"Content-Type": "application/json"
}
payload = json.dumps( {
"type":"page",
"title":"Test Expandable Page",
"ancestors":[{"id":2210463745}],
"space":
{"key":"~350535240"},
"body":
{"storage":
{"value":
"<p>This is a new page</p> <ac:structured-macro ac:name='expand' ac:schema-version='1'><ac:rich-text-body><p>expandable content goes here</p></ac:rich-text-body></ac:structured-macro>",
"representation":"storage"}}
} )
response = requests.request(
"POST",
url,
data=payload,
headers=headers,
auth=auth
)
print(json.dumps(json.loads(response.text), sort_keys=True, indent=4, separators=(",", ": ")))