Cin7

11/07/2023

Kickoff Call

Attendees:

Rachelle Albright (Rachel) - Senior Learning Experience Designer
- Unpleasant LMS experience
- Worked with Skilljar in the past
Courtney O'Reilly - Director of Education
- Employee/Partner/Customer Ed
- Two terrible LMS experiences
- Has implemented other LMS before
- Main POC & liason
Gustavo Gonzalez - Learning Experience Designer
- Will be putting a bunch of content and testing it all out
- Good amount of LMS experience
Cory Hebert -
Shona Nabity - Biz Ops/Sales Enablement (Denver)
- Not on Courtney's team, but very cross functional
- Has LMS background but will try to get rid of bias

Notes:

Currently has two LMS
End of Jan LMS Contract, launch pre-Jan
- Integrations need to be turned on - CZ, etc
Second half of January, migrating content from 2nd LMS
What differentiates the two LMS?
- Nothing, really
- Jan LMS is tied to a product, but not a lot time time is allocated to it
- Next summer LMS has vision and the big ticket items

Design Call - this group all needs to be involved Rachel - Organization of Content Cory - Hardcore QA tester Gustavo - UX and learner's standpoint Shona - everything else - the glue

Availability - Mondays are best for everyone.

DONE: Send IT information for domains to Courtney. And screenshots of any embeds.

12/19/2023

Launch Plan and Technical

They must launch on January 22nd based on their previous contract expiring A little concerned about next week and Hubert not working. Want a commitment to finishing the designs (with their feedback) by the end of the week of the 2nd. 12/20 - Courtney working with HR to get things turned on with BBHR. TODO: Clone courses from Cin7 Customer Academy to Employees and Partners. TODO: In LX have TOC auto-expanded at each section.

01/22/2024

Defusing with Emily

Courtney says she understands what we're all going through. Cin7 takes their CE/LMS very seriously. Demos had "design calls" which Cin7 thought they would be more consultative. She expected more pro-activity. Expected a process --> here's version 1, go check it out. Instead, it was a fluid process which she didn't like.

02/05/2024

Post-launch Notes

DONE: They still need course migration for their instances. Charles to do this.

02/26/2024

Weekly Sync

Category & Filter Links

03/25/2024

Launch?

Launching will happen this week, according to Shree!! Courtney ideal launch times:

Afternoon, Tuesday 3/26
Afternoon, Wednesday 3/27

Partner Instance:

Groups:

Core Partners
Omni Partners
Both Core & Omni

No firm launch date, figuring it out in April

08-08-2024

Julie has revamped how CS is being using - this is great! Invested in the academy. But the way they implemented groups might be too complicated

They also need to consider how sales is using the academy Can we send Inventoro (new acquisition) content as a journey. Cin7 wants to be more proactive around sending content.

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