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Gainsight/CustomerNotes/Notabene/Notabene.md
2023-11-06 16:24:21 -05:00

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Notabene

11/6/2023

Poor Implementation Discussion

Main woman (Lana) is tough - rough around the edges Lana, Head of Regulatory Compliance Abi Bryan Spolar, Head of Customer Success

Patrycja's main POCs: Catarina, Sacha, Lisa.

Lana let Catarina lead

Current Feelings:

  • Too many workarounds
  • Everything is a band-aid
  • Sales said they could do things, but didn't realize how manual it was.

Catarina's List:

  • Associating payment link to Learning Paths. Learning Paths don't have properties so we have an LP with an empty course? This seems odd
  • Learners blocked:
    • After internal launch and QA, majority of employees didn't get to cert page because they would get stuck on last course.
    • LP has 3 courses, last module of 2nd course.
    • Blank milestone was likely the issue. But now can only test post-launch or personal emails.
    • Seeing differences between different learners, legacy courses, etc.
    • Teach them how to reset course progress
  • Video lag - difference between video and audio. Image and audio are not lined up. Outside of Northpass, this is not an issue.
    • Patrycja mentioned to re-upload the asset, but that didn't help.
      • Name of video that caused issue: Module 6 of Foundations and Module 1 of Advanced

Journey:

  • Landing page on Notabene website for the certification
  • Gateway to Northpass - this is the first thing they see
  • You give information even to take the free cert/course
  • If you're a customer, you would see free stuff --> This is a different journey
  • Upon signing, they begin onboarding playbook. Different CS packages & levels of training and what sort of support.
  • Signature -> Welcome email -> Low touch can sign themselves up relevant for their package + free stuff
  • Signature -> Welcome email -> CS Packages & link for certification
  • Abi: only other thing is the ability to purchase additional training as they move through their journey.