CSM Kick-off (No Patrycja)

Notes from Charles prior to Meeting

DataSnipper - Intelligence Audit Platform Current: Live ILTs (12 Hours per Week) Pains: Scale, Timezones, Language, Pace, etc. Goals:

Provide Scalability w/o Adding Team Members
Reduce Manual Hours of Training
Eliminate Discovery of Progress
Better User Experience Timeline:
Phased Launch:
v1 - Basic Course (relatively quick)
The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
Webinars will be big component for them tho so just keep in mind

Attendees

Gabriele, Candide, Dirk, Sangeetha, Rachel

Teams

A ton of ILTs
Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
Tech-touch approach
Gabriele is siloed, this is for new hires

Goals and Info

First users in early October
Data: at least understand how many people are going through the courses
- Data should be available in Hubspot
They are also looking at CSPs.
Have refined the ILT approach, so they are good at it.
Began with 1:1 training which was too heavy for the team.
That approach won't go away, but how can they supplement with asynchronous learning?
Content of the larger session is pretty well defined
Larger session and then that session is split into two
Pace and speed of the sessions - there's a ton of content
Feedback: the middle bulk of info is missed because that is the most technical
Automation feature is hard to understand.
Everyone is currently getting the same training, but this is a good opportunity to split people up.

Where are they?

Where do I fit into implementation and on-going support?
- What's best for Patrycja vs me? When should they go to both?
Advice on how content is structured
Creating interactive and content that can be scalable
How to sequence the training over time?
Communications - what's best? How to share new content? How to update their progress?
Gabriele: he wants to understand data sync - not just from Northpass out, but back in? DONE: 930 am on Mondays for the standing meeting.
Gab and Dirk talking this week about personas.
One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!

09/25/2023

Remaining Sync Items

Communications deep dive - sender address, footers, options, etc.

Gabriele's topic
Communications into two "tracks", and within those tracks there are always two tracks
Standard onboarding > two macro tracks - high and low performing
Comms to announce that learners are registered > main POC on client side
Comms with learners about the registration
Everything will be triggered based on health --> What does that mean?
Broad health categories, if a client falls within a range.

Overview from Dirk:

Content furiously being prepared over last week
Content outlines completed
Iorad and videos will be completed.
First course draft will be completed this week.
Internal testers + Norm

Remaining Items: 5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users

Jost for regularly and Jost Medium for headings.
Presentation specifically, default to paginate, not scroll.
Change default functionality.

Making a file available in the same page as video activity rather than as separate activity

Hubspot link within "additional information"

ILTs & Timezone

Local Timezone not showing

FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request In addition: activate or deactivate activities based on a property.

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