customer notes

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Norm Rasmussen
2022-10-03 18:59:40 -04:00
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# 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
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- 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