From fcad8b4f17043b7a8bb9d7a17ec19980a5edcb03 Mon Sep 17 00:00:00 2001
From: Norm Rasmussen <norman.rasmussen@me.com>
Date: Wed, 25 Jan 2023 17:35:07 -0500
Subject: [PATCH] Client Notes

---
 .../Wild Health Academy/.DS_Store             | Bin 0 -> 6148 bytes
 CustomerNotes/Kiwi.md                         |  35 ++++++++++++++++++
 CustomerNotes/Skuid.md                        |   2 +-
 CustomerNotes/Walmart.md                      |  29 +++++++++------
 CustomerNotes/Walmart_Luminate.md             |  22 +++++++++++
 Timetagger/_timetagger/users/norm~bm9ybQ==.db | Bin 323584 -> 331776 bytes
 TodoList.md                                   |  17 +++++++++
 7 files changed, 93 insertions(+), 12 deletions(-)
 create mode 100644 Custom_Templates/customer_templates/Wild Health Academy/.DS_Store
 create mode 100644 CustomerNotes/Kiwi.md
 create mode 100644 CustomerNotes/Walmart_Luminate.md

diff --git a/Custom_Templates/customer_templates/Wild Health Academy/.DS_Store b/Custom_Templates/customer_templates/Wild Health Academy/.DS_Store
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diff --git a/CustomerNotes/Kiwi.md b/CustomerNotes/Kiwi.md
new file mode 100644
index 00000000..2cc52710
--- /dev/null
+++ b/CustomerNotes/Kiwi.md
@@ -0,0 +1,35 @@
+# Kiwi
+
+## 01/25/2023
+
+### Contract Discussion
+
+Miguel feedback -
+First pain point:
+
+Miguel became more aware of the technical limitations of Northpass. Most of the pain points are around analytics.
+Looker release was quite bad, caused a lot of issues with their system.
+They need real time reports based on their critical software release globally and they needed to release the feature to the client as soon as they completed the course.
+Kiwi also uses Looker internally. They are very surprised that they can't refresh the dashboard in real time.
+He was not expecting this delay with an LMS.
+He doesn't like that there are 3 download buttons in our analytics. It is misleading. He's concerned that if _he_ has doubts, then what about others who don't have as much technical knowledge as him?
+
+Another pain point:
+
+They recently pushed an update with their courses and put all new information. They released this new information.
+FEAT: They wanted people who already have completed the course to see the course again.
+
+Joey - asset manager, commercial and internal customer satisfaction. Ensures the tools are up to standards.
+
+Northpass is limiting her KPIs and ROI.
+She wants to know what our renewal options are. She was not specific about what she wants.
+She would like a new order form for the renewal.
+TODO: Give Joey & Miguel an updated order form with the new terms, they need it for their records.
+TODO: Send different pricing models - unlimited MAL, etc?
+
+They would like a discount in some way. Joey's KPI is cost per employee and said it is a "hard" KPI. I asked if this has to be a certain price for her to hit her KPI - she said she's not entirely sure how this price would factor into the price per employee. She mentioned something about a 20% discount, ideally.
+
+Miguel, re: contract - There was some discussion regarding a Zapier license? He said Kiwi paid for Zapier and then invoiced Northpass for that cost? It was a discussion with Paula, apparently.
+
+TODO: Turn on Workato
+TODO: Send Miguel webhook info, workato, what's available, snowflake/looker, and the custom extract.
diff --git a/CustomerNotes/Skuid.md b/CustomerNotes/Skuid.md
index a74868b6..ae4579f3 100644
--- a/CustomerNotes/Skuid.md
+++ b/CustomerNotes/Skuid.md
@@ -120,7 +120,7 @@ What she wants to be setup with:
 * Pushing Certs - definitely using Accredible or Credly, but no decision on a proctoring service. But definitely will be using a survey tool or exam service.
 * Skuad Skool has 70+ courses, and it is challenging to navigate. They need to change the filters to make it easier for people to find courses.
 
-TODO: Send Alexa examples of new certs & client examples. Can the landing page be as customizable as the rest of the school.
+DONE: Send Alexa examples of new certs & client examples. Can the landing page be as customizable as the rest of the school.
 
 Two other items from Alexa:
 
diff --git a/CustomerNotes/Walmart.md b/CustomerNotes/Walmart.md
index 58d0c3d0..a0b41492 100644
--- a/CustomerNotes/Walmart.md
+++ b/CustomerNotes/Walmart.md
@@ -5,11 +5,11 @@
 * Cam back on Monday
 * He will send Figma file with all the screens so that Walmart can review and ensure they are up to date.
 * Cam may also be able to provide a process to make this approval sequence even more
-* Talks about a Figma shared space, but usuing the existing OneDrive may be best.
+* Talks about a Figma shared space, but using the existing OneDrive may be best.
 * Can we tag in 1Drive? An approval folder, a pending tag? A finals folder?
 * New resources from Walmart - tagging or batching resources?
 * Rock22 - what is that? Mentioned by Krystal
-  * Sounds like a new resource cirriculum
+  * Sounds like a new resource curriculum
 * Travis addressed analytics
 * Krystal asked if this was specific for walmart, or how they were set up? Or is this for most users?
 * Travis said "some things about Walmart are nuanced, but there are some underlying issues we need to address"
@@ -36,7 +36,7 @@
 * Especially for those in CA.
 * Krystal doesn't want to jump too far ahead, but they are really interested in "journey based" content. How can we provide the right information at the right time for the drivers?
 * How Travis sees it:
-  * Resource Center is a library center of resources for spark dirvers
+  * Resource Center is a library center of resources for spark drivers
   * It is reactive and 'on demand'
 * The best companies deliver "point in time" notifications
 * Prescriptive, in-time training that is triggered based on other data points.
@@ -45,7 +45,7 @@
 * Scanning is the big topic that is causing a lot of heart burn.
 * Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training.
 * Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity.
-* Travis and Krystal recieved "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles?
+* Travis and Krystal received "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles?
 * [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team.
 * Krystal asked about the mocked up dashboards. What triggered her question?
   * She said she was in the SCA and said the numbers didn't line up.
@@ -66,7 +66,7 @@
 _Request from Krystal on 10/10/2022_
 >
 > * Daily enrollment/group members tracking....want to visibly see the increase in enrollments to the RC in real time
-> * Ability to view what the unique activity view of a course is (i.e. what activities did they review multiple times in a course) in real time
+> * Ability to view what the unique activity view of a course is (i.e. What activities did they review multiple times in a course) in real time
 > * Ability to view course view/completion by zone...frequency of views/completions, average progress (similar to the single course analysis)
 
 ## 10/26/2022
@@ -99,8 +99,6 @@ _Request from Krystal on 10/10/2022_
 
 ## 11/21/2022
 
-###
-
 * Screens of telling the story of "how to get there"
 * Open app, click resource center, pick random resource --> walk through the resource itself
 * This will be embedded into a PPT deck
@@ -111,7 +109,7 @@ _Request from Krystal on 10/10/2022_
 * If you _do_ finish all activities, it will bring you to resource center home page
 * Video Resources: auto launches into video (iOS), and auto-orients to full screen.
 * Can Wistia do chapters? Yes. Wistia can add chapters, but how to do it programmatically?
-TODO: * We can add the chapters, but we will need to find a way to do it easily.
+DONE: We can add the chapters, but we will need to find a way to do it easily.
 Back story to Krystal's requests:
 * They just had some research done about user experience with the resource center
 * There was other feedback with the content that they want to discuss
@@ -249,12 +247,12 @@ DONE: The auto-screen capture app from Rob needs to be ready for end of January
 
 #### (3.) Resource Descriptions in Search Results
 
-Travis has a wireframe that he will show up. He wants descriptions for Activities to show up in the search results. However, activities don't have properties. Travis said he would like this in addition to the current content (aka a property).
+Travis has a wire frame that he will show up. He wants descriptions for Activities to show up in the search results. However, activities don't have properties. Travis said he would like this in addition to the current content (aka a property).
 Possibility of using something between brackets in the RTE as the option. They also want type added to it, which already exists.
 
 #### (7.) Feedback Mechanism
 
-TASK: Cam to create a mock up of the thumbs up thumbs down feedback. Mock up both a prompt/pop-up and a non.
+DONE: Cam to create a mock up of the thumbs up thumbs down feedback. Mock up both a prompt/pop-up and a non.
 
 #### (10.) Badging for Resource Paths
 
@@ -296,7 +294,6 @@ Design:
 <div style='display: none'>
 list of keywords
 keyword
-kewawdawd
 </div>
 ```
 
@@ -337,3 +334,13 @@ Travis/Norm wait to hear from Scott about engineering and when they are ready to
 For all videos the description text as search results is fine. For text based, it looks lazy.
 Search description copy can wait until the January release.
 January Release: Rolling release of resources
+
+## 01/25/2023
+
+### No Design, Content and Tech Only
+
+Content:
+TODO: Get Krystal an Iorad trial
+
+Decision on Sentence Case vs Title Case
+Came up earlier today: Spanish Translations of courses.
diff --git a/CustomerNotes/Walmart_Luminate.md b/CustomerNotes/Walmart_Luminate.md
new file mode 100644
index 00000000..ced8c40a
--- /dev/null
+++ b/CustomerNotes/Walmart_Luminate.md
@@ -0,0 +1,22 @@
+# Luminate
+
+## 01/25/2023
+
+### Content Overview with Stephanie
+
+She is concerned that they are going from a knowledge base based on product to specific use-cases. She doesn't want to miss any information. Their knowledge base is just articles that "suck"
+
+* Not a lot of data on use cases. How can we gather that?
+
+We should allow learners to select their own path. She likes the flexibility. The stripe demo is a good direction that she wants to go in.
+
+Learner should click "I want to learn more" and be brought to a course.
+
+I asked about starting with use cases - merchants, for example. Merchants can see some buckets of what they can and can't see. When they land at the academy, they could see drop in courses, and have the option to test out of the fundamentals. And then cert tracks.
+
+Another idea: a user lands and sees each product and then can test out or through cert tracks. Ocean academy is also a good example.
+
+Two tracks:
+
+1. Foundational course & Test out Quiz
+2. Role based tracks and courses
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diff --git a/TodoList.md b/TodoList.md
index fb9bfd2b..987aba7d 100644
--- a/TodoList.md
+++ b/TodoList.md
@@ -10,3 +10,20 @@ DONE: Financial Times outreach with new CSM. They asked for Account Manager.
 TODO: Intro 4Pillars with Nergis
 DONE: Intro Kiwi with Nergis
 TODO: Psychiatry-UK Feb22nd Intro
+TODO: Email Pete saying everything is done cc Patrycja.
+
+Cloudticity:
+
+Wants to pay for a la carte courses with OS.
+5 courses max to keep - maybe 1 rotating course?
+35 people - what is the cost pp and what would the contract cost be
+Example: Workplace harassment, HIPAA security and privacy, Cybersecurity Awareness training
+This is forecasting out for October 2023.
+End of February latest.
+
+Some hiccups:
+
+* Course tracking with BBHR.
+
+
+TODO: Comp sheet for reviews: Tracy: Magis; Nergis: Shipt, Norm: SPS