Gainsight/CustomerNotes/Anthology/Anthology.md

Anthology

01/26/2023

Content Intro

Microsoft Shop - Teams, Word, etc.

All are Global Ed Services Katie is one team KC is another team - this is one of many projects in Global Ed Services

KC - Main person Mike Highfield - Solutions Architect, Solutions, Learning Ed team Aaron Odden - LX architect, works with content creators, Learning Ed team Katie Felton - Director for the academies, oversee all content creators & the teams. Ultimately responsible for the strategic direction Nicole Melander - Exec Sponsor

Met with Patrcyja and got an overview. They still have a lot of questions.

• KC is responsible for project plan & the entirety of launch and running. She needs to understand what their team has to deliver.
• Needs to better understand what is in their subscription model, data tagging, extracts, etc.
• They have 1558 courses built.
• Nicole, "as we build courses now, are there things they should be doing differently on Northpass?"

Where to start: when they think about their structure of learning, what is the nomenclature and hierarchy of content? Content types:

• Passive
  • Playlist
  • Videos
• Active
  • Course (milestones, etc)
  • ILTs and Live Events - both synchronous and asynchronous

They don't want to move people from Blackboard learning to Northpass - it doesn't make sense for them to move. There is cohort (8-12 weeks) and non-cohort learning. MVP Launch, but unsure of what the users and products would be. Each product has various

This will be a one-stop shop for all knowledge and data.

Seven tags per object, course, person, etc.

Companies are groups

• Inside each company are people, LPs, and Courses

Norm to ask KC:

• What is a constituent, learner, and global?
• What is the main group & course structure? Company is the most common.
• What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object.

02/16/2023

Data Needs with P,K,A

Scoreboards (Encompass) Memberships (Encompass) Decision Analytics (Encompass)

if learner.group contains "(Encompass)": add learner to "()" group

Student, Encompass, Reach, Finance, HCM <-- Common arrangement or combination of products.
All enterprise products - ERP, CIS, CRM, and maybe for their alumni association.
Userbase of reach... which means:
    Reach, Student, Finance at Enterprise level.
    Encompass at Essential

KC working on logic to make sure we can know what to design Logic is:

• Is their domain Anthology.com
  • if no: are they a known subscriber?
  • if no: contact CXM

Question from Patrycja - what is the difference between async and sync courses?

• Cohort, 8-12 weeks, facilitated by "teachers", and they exist only in Bb academy --> Want to add to Northpass, but not a priority.
• Async, move through it at your own pace.

Roles in their current academy:

Currently using nested folders for differentiating content based on roles. What they are thinking is

02/23/2023

Questions from KC

As we think about our existing content and products, they are at different states of maturity for the learner experience of that product. For example, has the most advanced and cohesive content regarding the product. Student, on the other hand, is all short, micro-learning without a whole bunch of cohesiveness. From their perspective of "selling" the academy. As a client, you'll get LPs, ILTs, etc. For student, there won't be any courses anytime soon - so how can we sell value with the "resources" library, etc?

• Question: can we hide sub navigation links depending on the product/setup? <-- YES!
• The problem they are looking to solve by this question is when marketing, they say, "your academy has xyz" and then client's complain when something isn't available.

This will be a similar setup across the entire customer base. Some products will have ILTs, some will have LPs, some will have courses and others won't They will need to hide navigation for any non-available course.

Question from Mike: KC mentioned the BB side of things. They have a separate instance and they are working on how to get that content ready so it is part of the new combined academy. The most useful exercise in the sandbox for him is to dummy it.

They have "playlist" type courses. 4x videos of 2:15 in length. They want to keep these distinct, and don't use the language of "course" because it's not a course. They need a course property boolean to skip overview page; completion page, etc.

04/06/2023

DONE: Ask if we can invite KC to their Wistia Project DONE: Create ExcelSheet for what Northpass needs to accurately update the SRT file. WARN: Wants to start uploading within the week

Content Creators will begin again with 1.0 versioning Content creators will also be updating content "once in a blue moon" or when the product necessitates it.

05/24/2023

Implementation Update & Questions

Questions:

• From last meeting, wanted to discuss LinkedIn Learning. They have an LiL account that all employees have access to. How to integrate it into Northpass? Anthology has Enterprise Account.
• Wilson's Scenario: Learning Path in Northpass for CS agents. In that1, they want to bring in Product training1, and also go through a LinkedIn Learning video on "CS fundamentals". He wants it to be "presented" to learners as a seamless experience in learning.
• Manju: can he take LinkedIn Learning analytics into Northpass? No.

06/29/2023

Random Questions and Tasks

DONE: Can "allow retakes" default to yes for all newly created courses?

07/14/23

Launch Day Nervousness

ALl good! It went smoothly.

08/25/2023

Post Launch Meeting

Attendees

• KC Williams
• Norm Rasmussen

Notes

• Ideal regular meeting - every week until we are "more finished" and polished.
• Fridays at 9:30 am EST
• Is very happy that there's no confirmation email for pre-reg sign ups
• Two common cases for learners with no course:
  • Users signing up with their Gmail email
  • A random person who isn't part of Anthology, finds their academy, might be interested to learn more, works in higher ed, and then signs up. -- This is much smaller of a use case.
    • This could also be for international clients, students, non-english speakers, or just random person in higher ed.
  • If someone else types their email in incorrectly, that's a possible use case.
• At some point in the future (next FY-July-June) they will have some things published in the catalog.
  • They are months out from that. Courses aren't developed yet.
• For the edu users that aren't on the list should:
  • Sign up as normal and make it past the first screen
  • Ideally they will not see the Tell us More Screen.
  • However, it's okay if they fill that out and then land on the /app page with the warning.
  • They should NOT see an empty catalog.

DONE: Add warning for any personal email addresses entered into field. And make button unclickable.

Search and Filter Needs

• This is priority one. Internally people are asking and external people are complaining.
• They need search and filtering capability. Right now, it's not really working as they need.
• UX has asked KC to ask us for strategic advice. They need to look at it not just from how the screens look, but how they work too.
• The original filter screen was removed from the main page cause it was causing confusion.
• The experience should be that if you filter and then search you will search only WITHIN that filter.
• Can we not use Ocean Academy to search and then filter? DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library?

Roles and Content Grouping

• They are still thinking through something like an Ocean Academy example of grouping content
• The roles for using engage will be different than the roles for reach
• Sysadmin for Engage could be different than Sysadmin for Reach. It may not even be sysadmin - it would be "general technology".
• Student is the "par excellence" where anything goes and all content is mixed.
• Engage on the other hand has everything planned. They would have 14-15 permutations of different tagging of content.
• Maybe we lead with a well-organized product.

Other

• Amhit will be doing some people and content mapping. There's a QA doc for him to review. He will be doing clean up.
• Abishek is on his team but unsure of responsibilities.

09/02/2023

Check in/Standing Meeting

Notes

• KC asked for the icon+product names should be an icon and text.
• Removed Northpass branding in comms by resetting default content. Marek and Comms team needs to figure out why it's not automatically refreshing.
• She mentioned that the higher ed user group is crazy pedantic. So if the sender domain isn't Anthology, they will ask if they got hacked.
• KC interested in using Workato's Outlook node to connect their sender domain via Workato and not just via Comms.
• They use Comet, currently, as their main email sender/SMTP server.
• Building off of the search functionality, she wants to build on that. The filter and search is the single biggest user experience piece.
• This is what people complained about in the previous system. She wants to know if we can continue to add filter, such as user role.
• KC to send Norm list of priorities for 2024
• Full launch by EOCY.

• Ask Austin to see if we can do the search. It should be more important than Rachel's request.
• Push search functionality to production DONE: Ask Austin to see if we can do the search. It should be more important than Rachel's request. DONE: Push search functionality to production