Gainsight/CustomerNotes.md

GENERAL TODO

• Allyson Meeting:

  • Salesforce contact?
  • Salesforce Workato Workaround
  • Question to Sales for handoff

• Ask Eric to connect the main AGriwebb NP school to SFDC sandbox?

Blacklane needs an old SFDC version What are critical for launch? What is not? Integrations are generally phase 2, but are any necessary from day 1? What is a deal breaker if we don't deliver? (if you can't support SSO, I won't sign, vs start with os and then move to SSO) What is required for launch?

JJSV

** Think Boutique when considering the style **

Todos

• Channel Cards should say 33% viewed not complete
• Add timing to activity titles (Melinda)
• Add timing to channel card (Northpass)
• Challenging Case Content, split into different courses
• Dont share SCORM course Phaco Funds with Dr. Sam Garg
• My Topics - changing to what?
• All Channels should be All Topics
• Learning Paths >> Programs
• All other topics >> Modules
• Remove Zero_course function/codeblock
• Add copy and all contents to footer
• Check on viva code for legal
• Grey scale certain pictures that are not availble to non-logged in users
• Add privacy links to reg page
• For non-logged in, Events and My Topics should not be availble
• Melinda to provide links to privacy policy, cookie, etc
• Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
• Ask Marek about newsletter communiciations and if we can segment by certain groups or people
• See if we can expand the number of Properties
• State, Region, City, are all needed Properties
• If we need to back off on card content properties (course properties, such as time)

Notes

Customer base: residents, fellows, surgeons, optometrists, opthamologists Chapter Content Registrations will be a link that Melinda will manager

Crayon

As of tonight Crayon.co/Academy will no longer have a form Crayon.co/Academy/Activator-Course - Form to course url And then the same for architect

These should be course

Lets remove groups later

Current experience is press enroll and then start how to refresh and auto enroll look at pre-enroll populated links for post-launch

Conor to send sub head copy to update

Norm to send screenshot of home page with my name added

Can you look at group deletion? How can we enroll everyone in the group and delete the group

Send Conor how to find MCA and show only empty attempts

Conor off July 5-8 Conor off this Friday

November Launch of Last Course - Conor's goal

Meeting with Sheila regarding Analytics and Hubspot

• Pull single course analysis with all versions lumped into one
• Can we pull all versions with date range?

#Talkspace

Talkspace Call - 6/28/22 Training Call for Madison & Marlene Invite Ummey Molly optional

Worse case in deleting and recreating the course Many people with 75% of the course 416 tickets of people with errors 52 people completed the learning path Rest of comments are around the harrasment and cyber course

Would new ones work better? Not guaranteed

Understanding from Norm: Who is in charge of all courses?

William Bell (Kipp) Cyber Security Harrasment showing 100% in NP Not in BBHR CS: still due Harrasment: Still due Contact Patrycja

Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to access Course Marketplace Both need BBHR to connect courses, Molly in 2nd instance Molly should not have access to course Marketplace

[ ] - Ratings for internal use only, once someone rates, the rating disappears [ ] - Can we bring in opensesame ratings as well?

DoubleVerify

• google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)

Dept Agency

Thought Iorad was included, not an additional cost More than one person interpreted as included

They don't have a budget for this and their debrief was all about how easy Iorad

Charles was the best salesperson they ever had, CPO thought he was the best Iorad was a decision factor

They need it for at least this year

Unknown Notes

Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already

Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.

Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters

Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.

Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.

Swift Medical

Gabriel, backend questions

• didn't know about developer docs
• is impressed with its extensiveness
• showed him how to turn on API and obtain UUID of courses and groups

Asking about adding people to groups automatically When someone clicks on the academy button in their app, they have a course enrollment link Will a user get created when they click that link without doing the sign up process Prereg + UID?

Wants someone to be enrolled in a group based on their company How to do this with open access?

In the server database is where a person's company is stored How can we link people to certain groups without self-selecting? Kaitlyn suggesting webhooks based on person activated Recieve response when someone is activated, and based on that mapping, add them to a group

Gabriel when someone clicks a link,

What's the ideal - Norm? Kayla - they should have access to all the content when they first click a link Someone clicks a general swift academy button, and gets brought to

Turn on Workflows for Swift External academy

Gabriel's Final Example:

• A user in a group will have access to the catalog + group courses, correct? Yes!
• There's no way we can give access to a group pre-activation
• Best bet is to give them access to entire

Questions to Kayla - Why create after click? Why not activate someone when they sign on with Swift - Best course is webhook when activat - What other options do we have to activate people?

Meeting with Kayla at 3:00pm 6/28/2022 - Hasn't had time to go over some of the things she wanted to 1. new templates wants turned on 2. search bar toggled on 3. Want to remove enroll step - go back to the tickets and check 4. One SCORM per course, and so the percentage has no validity, see if we can pull SCORM % and add to bottom of course viewer/LX 5. Automatic open to full screen for SCORM - non technical users don't know it even exists 6. The normal box takes up too much of the screen and is wasting space 7. Autofull screen script not working consistently - it works upon refresh

Wild Health

• - Connect KJ with Wild health for Analytics
• - Assign an SE for the Felix conversation

4Pillars

Code igniter information RDS on AWS SQL database

Send documentation for open access and appending learner information into URL

Scrolling not working on course overview page or LX when embedded into their app

Launch is still on track, translation can wait a day or two As long as embedded experience working, parameters can be passed

STOPIT Solutions

Three most important things: 1. Sandbox 2. Certificates 3. Self-Service e-commerce

##Goal of Sandbox Non production instance StopIT admins and partner are managers Just QA and Internal Modular and formatting Videos, PDFs, RTF, Quiz, Assignments etc $Kevin: would it make sense to have two separate instances? One for SEL content and one for EDU instance? Do they need SE work?

Timeline from $Jai: Get created, get invited Once ready for SE. Jai and Kevin as admins Include Robin when ready

Once Robin drops content, modularize the content

Content & eCommerce

Ondemand content for teachers Certificates and CC receipt

Powered by 451 ink Check out if we can integrate

For ondemand, lots of marketing to individual teachers outside of their districts The courses will be CEU Credits STOPIT will have to track CEUs Properties

Another option: Can they modify the build into the SEL instance?

Definitions: Admin training - Student SEL - Educator - Teachers looking for PD requirements

Blacklane

Whos Who

- Calum: Content, User journeys
- Colin: Might be the same (has covid 7/5)

Tasks

• Create Flow Chart of Roles, Courses, NP Definitions etc
• Lay out one course per role since we can't hide activities
• Check with SE if we can hide activities based on role
• Create flow chart of how to create courses
• Annotated version of diagram - remove details
• Go through Master Course and look for holes

Integrations:

- Salesforce 

General Notes

• currently hosting every module in survey gizmo and intercom
• Need to break these down into activities
• Components == activities
• Calum wants the academy to be a living, adaptable thing
• DEADLINES: End of July, all courses done, Mid-August, Launch
• Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
• Hasn't discussed how to introduce the Launch - soft launch without a big announcement, - content carts inapp - newsletters - Formal launch to follow
• Calum has google sheet with all the training structures
• Roles in chauffer - admin, provider, dispatcher, reviewer, driver
• Is there a priority/importance of the roles?
• Regardless of role, all training is the same, currently.
• Need to separate it based on permisionning. How to separate training?
• Each role is different, no monetary incentive
• New account gets all training under Y
• Each course will need to be for each category
• Salesforce integration
• What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
• Updated driver doesn't need to take new training
• Permissioning doesn't change very often
• If someone has dropped off the app for 6 months, they will have to redo the trianing

Quantuvos

Main People

- Asia (Joanna)
- Chris Burns
- Technical - Chris Campbell & Developer
- Content/Admin - Asia Jarosz
- Design - Chris' team

Tasks

[ ] - Create Implementation Plan [ ] - End of August Launch [ ] - Help Asia create course [ ] - Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week) [ ] - SSO - Reach out to Chris ASAP [ ] - Provide Burns with a deck on competitive analysis of why NP is superior [ ] Instructor page demo

Notes from Kick off

See Nick's implementation Plan Hold onto deadlines and connect people to the right others Content is a huge chunk of what needs to be done Wants to understand the roles and needs, hours needed Needs help understanding the structure of content etc Something about buckets being empty and fish being found OpenSesame Chris' team uses Figma pretty heavily Launch is August 29th (week of) Vegas Conference - 1st week of September - September 13th

Where is content?

Categories are set in stone Lists are curated in those categories From their own coaches - Proprietary Content The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)

CIBC

Categories and Flow

- Should things be put into epics? 
- Examples of how something was laid out? 
- They want to add glossary somewhere, possibly as a page
- For instance, what are preferences. What are push notifications and alerts
- Lots of clients are elderly and unaware of these terms
- What are savings, checking, etc. 
-

[ ] - Find examples of search within the page only [ ] - Submit ticket with Figma files for design changes [ ] - Activities in a course is a step in a how-to

SPS Commerce

Todo Lists

• Check in on workflows in a few weeks
• Connect Kayla and KJ for Analytics sync

Agriwebb

Salesforce integration not working

• Check if they have run import

Last time Eric ran import he got many many errors Import errors from the SFDC side

| Tables | Descriptions | |-------------------------| | Header | Title | | Paragraph| Text |

Flink

Tasks

• Need to Hide some courses for an offline assesment
• In person assesment, so score must be hidden - pending not resolved
• contact SE for hiding score - 7 quizzes across 7 different courses
• Turn on search bar for them
• Demo Workflows
• Quiz as Survey functionality and best practices
• Milestones?
• Intro to Marek for Communications Beta
• Map out workflow for duplicate or changing email addresses
• Intro to Clementine and Simon
• Intro to KJ for Analytics changes?

Notes

New app launch during July, workforce support These support apps will have links to Northpass Customizable HTML web page With learning paths courses are more sustainable LP good for grouping certain content How about setting up a certain groups They are rethinking groups and need to transition their group hierarchy Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions Figma file questions They need more training and enablement They will follow up for Figma files and setting those up for design

Humly

Technical People

- Tomasz (Tom) - Client and Team Leader
- Bartosz - Full stack developer, 2 years at Humly

Answers to Questions from email

How do we know what courses a candidate has completed? Should we store it ourselves or should we always get it from Northpass? What is the best practice? - They want to apply some logic to these completions in Northpass - This is for the recruitment part, so they need to complete -

We want to learn more about where the logic to decide which user that gets which course lives - is that in Northpass or in Humly? If in Northpass, how does that work? Can we pass any data into that logic and then set up the rules ourselves in Northpass? - UUIDs for groups - Mapping group creation from Humly - We plan to use your token or signature-based authentication and might have some questions about it, not sure yet. - [ ] Send token based authentication PDFs - [ ] General best practices on how to use the development resources and work with the technical aspects with Northpass. Any risks that we should avoid when designing the technical solution? - Be specific We plan to just link to Northpass and open it in a separate browser to start with - but how would it work if we want to include the courses and pieces of training in our app experience in the future? Do you have frontend components for the courses we can use or do we need to write everything ourselves? - What is front end components? - Lyft Example - Ludvig is working on the design - They might want to show

Status is they are mapping out and deciding what Northpass involvment should be

Tasks

• Tom and Bartos:z will start working on this

Omnisend

Tasks

• Wistia Project, what access do they have?
• Share button with /app/course within course viewer bright green 52 front
• EXpert led categories url not working

o## Notes

Can they embed a video from the Wistia Project video into Omnisend's product?

Skip Cover Page logic

Is a user enrolled? LOGIC: Learner comes in, skip cover for page, start course -> skip cover, If not enabled, they should see overview page Automation logic, single-activity or 2 activities are not considered a course The key is a single video

The logic should be if a single video exists skip cover page

#o## Video on overview page

Course card, will also enroll person in course/activate them Bring in video from Wistia Project Get analytics via wistia or google

This is key analytics they need too What's new are every month, on average 600 views This week so far 51 It usually lines up with activated learners on Northpass There was another link with dashboard, Audrius to check clicks

Fundamentals First Video Out of 202 played it out of 220 load

Whats new 95% play rate Out of 41 people, 39 played its

Recast Software

Launch style

Chris is main POC for content Tech stack manager for user manager Alison is Chris' back up

End of Q3 Launch, maybe a soft launch? Moving to Vegas, 2 weeks gone in - August 22-Sept 5

• Content: 5-7 courses, completely thought out with quizzes etc Each course to a different audience No certification just yet - worry about it later. Can we MVP launch by September 1? Primary objective is solid courses, showing off Recast's top tools Can QA team test in a shorter time period? Currently, 2 weeks Advocacy program is key customers, a larger base with more than just the academy There will also be an internal team - SEs for technical, Marketing for branding etc,

For design - chris is going to have a design brief with the marketing team for a kick-off Alison out week of July 11th

Question: discussed during sales process, badges and points Back fill badges

• Send ticket for font changes

Talkspace

7/12/2022 500 errors tickets from people Test out the new learning paths from Ummey's email and check that they work August 1st goal of completeing the new courses Especially the Cultural Competency course

Internal service errors keep happening As early as last week

We need options for outside of the learning path

Learning Paths - two other schools are not having learning paths errors

Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.

• Pull analytic and bulk remove the LP from those people

Can a learner self-select their role? Separate comms for each group? Comms each group are necessary They shouldn't need to switch groups once in this Pre registrations

Mark43

We need Northapss to be able to parse the group id information in the JWT

"We want Northpass to be able to support parsing a custom claim containing the Northpass group ID from the JWT used in SSO-based authentication. Mark43 (perhaps the TSE team) would be responsible for ensuring that new & existing SSO identity provider configurations (e.g., Azure AD) contain a custom property with the appropriate Northpass group ID for that customer."

"We would need to have a separate method for customers who have no external identity provider configured (i.e., customers who authenticate with Northpass via their Mark43 application credentials). We currently have no automated way to link these users (whole departments, really) to a given Northpass group automatically"

They don't want to do user management Previous company, LMS admin would talk to each person in the academy Michelle can't do that. Currently, she post's links on help center and then people sign up for the university on their own

If we used token-based authentication, how do we keep out competitors? What happens with empty values (no identity provider) users and token based auth? If non-value users are allowed in, how do we keep out competitors?

• OAuth 2.0 would work best for passing groups and IDs
• We built out an Okta integration, it uses our default SAML
• Okta provides group provisioning
• Generically availble with anyone who uses OAuth 2.0
• For non-external IPs, there needs to be a single identity provider, such as Mark43
• Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
• Whenever something is changed in their system, auto updated (i.e. someone changes departments)