Gainsight/CustomerNotes.md

Table of Clients

Clients
Crayon	JJSV	DoubleVerify	Dept
Swift	Wild Health	4Pillars	STOPIT

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?

Meeting with StateServ re: PowerBI Integration

- Daniel is the owner/founder of StateServ
- Mostly compliance training housed in NP
- Cecilia and Daniel work with direct services part of the company
- Want to build courses for CS employees, medical techs 
- This division takes up 80% of the company
- Working with director of DBI
- Not just Northpass is expanding, everything is growing
- Daniel started in 2019
- They were serving 15k patients, as of 7/1 over 30k
- Integrated 4 other businesses in the division 
- Original division of company is saas/software company

Goal of this project: * Provide on demand learning for new hires, continued training, assesments * Cecilia creating master question banks * *

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)

• Programs > Bummer, you're not part of any programs
• Other Topics > Yikes! You aren't accessing any any modules
• Ping Tigue regardig Events should be figured out by our demo -
• Add featured content spotlight box that moves the 4 boxes down
• Can we showcase videos on the main page with a little modal?
• Add all groups as per Kaitlyn's info
• Wants to start putting in content by the 15th August.
• Create and send document for Melinda's instructions to add categories.
• Delete all courses and everything from Media Library
• Let Melinda know when clean state has been achieved
• Create documentation for categories & adding courses to groups - understand catalog vs. groups
• [-] Update Smartsheet by moving all Phase II projects to new heading
• New Footer: all About (minus Products/DO)
  • Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
  • Legal Allyson
• Legal Notice needs to change
• Contact us should go to a FORM not an email
• Opt out for emails - Comms Changes
• This cant be $250,000k total for global academy
• AMER - is LatAm, Ameica, Canada
• ASIAPAC - NZ, AU, All of Asia
• Europe is Europe

In person events should change register button to "remind me" Melinda will then add the 3rd party links into the event description Figure out events setup

Notes

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

7/18/2022

Role is what will decide what content they have more than region or location Content is by role Events is by State It isn't even primary speciality Once the error is fixed on the form, K will let M know to test Events are tied to... course or group But if we have a group per state, Are we also creating groups around role, not primary speciality When loading an event, event should select between both groupings - a Texas Opthamologist She needs granuar control, she may not want to invite students or fellows Or a residency event and not invite opthamlogists

Other one: How do we differentiate from "all"? For Americas, LatAm, Canada, and USA might have different courses This is ONLY for the US

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 Will regarding Data flow

Everything flows into Hubspot But not really into Salesforce Salesforce is their main CRM - Reps go into SFDC & Outreach - Reps should know what course they have or haven't completed yet - But wants this to be on the campaign level How it is currently setup: - Hubspot form on website, someone fills out the form - Form fills associated with campaign in Salesforce - In SFDC, he only gets when someone is registered for a course, no completed - Campaign structure is based on course name - Registration page - embed a hubspot form?

Hubspot is just for marketing

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)

• Request from Rachel for Custom Report via Looker · Date Range: Last 30 Days · Learner Name · Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only) · Course Progress · Course Name

Demo with Mark Protus

Integration with LI Learning Wants to stay within LMS and consume LinkedIn Learning content Build learning paths using linked in cirricula and them make them availble within Northpass Utilize BBHR integration COmpliance training would be via LinkedIn Learning and Traliant Know4 bet

Meeting with Mark Protus, New SVP of L&D

Questions about usability Do we have a common database or individual databases per customer? - common

Thinks the user experience isnt the best, espeically as it relates to SCORM Conflicting table of contents with SCORM files Both have Continue buttons at the bottom of the screen which is confusing They refuse to put in milestones for some reason

• How can we provide the smoothest SCORM format and experience?
• Send him best practices for SCORM files

Shot down my questions about what HIS ideal SCORM experience is. What settings need to be set to export and allow auto-full screen in SCORM? Best Practices for SCORM? Whta are other clients doing Share as many best practices.

They are moving in the direction of SCORM only And a microlearning approach From a learner's perspective, if he's authenticated as himself, how can we serve up perscriptive learning?

Other things to share:

• Screenshots of other academies
• Vidyard

Send best practices Examples - vineyard recordings What are other enterprise clients doing that’s successful? TOC and Continue buttons are confusing Same with surveys - continue button is confusing New browser window - They cannot check if they actually completed the SCORM package or not How to check in analytics He wants to add timeframe for when they have to complete next training? Quizzes - how can we take out SCORM data

Siying Mark SCORM Asks

Embedding Questions regarding SCORM files - They want to see what quick solutions there are to adding a RISE course in Northpass - Want to start creating those courses in RISE - Per Course Settings (such as full screen)

• What are their needs?

  • For a RISE course, once they hit start, auto-full screen
  • No Northpass TOC
  • Only make Continue Button once a certain percentage completion happens
  • Hide any milestone messaging
  • Complete/Incomplete,
  • Optimal experience is:
    • Once Rise Starts, All NP controls hide
    • once they complete the SCORM file, continue is hit auto, or auto end of course screen
  • They won't be using quizzes consistently
  • CLick here to end course should go back to main dashboard
  • SCORM Analytic is no longer there for Siying

• Question from Mark

  • .corp and .com issues with Okta

Siying regarding Mark & Temperature Check

• Big Focus is scalability
• Moving tom Storyline to Rise
  • Not all courses will be going to Rise
  • Need customizability on course-based full screen settings SCORM
  • This would be very impactful
• Mark could be concerned about the Rise courses being a better experience for learners
• Siying raised ticket regarding full screen with SCORM files
• Second thing, how to enable people managers?
  • The ppl manager will have more responsibility for their employees journey
  • No organizational structure in NP
  • HR Ops should be joining the learning team
  • If BBHR was connected to Okta, the learner account would be messed up
  • Those people should have a dashboard to see how the team is doing
  • A learner's dashboard - like what they need to complete, etc
  • Eric previously told them it would be extra money, this was before they were enterprise
  • They have some courses with credentials, but it isn't visualized
  • How to visualize their certs and completions etc
  • Checklist for the learners too
• Third thing, Data Collection and Specificty
  • Collecting data from SCORM package, they want more details
  • How can they collaborate the SCORM functionality into Northpass Data
  • Currently, they can create Northpass quizzes, but it needs to be shared with external stakeholders
  • They don't like scheduled reporting?
  • The team that recieves the reports prefers survey monkey
  • How to quickly generate data and more robust data points
  • Faster insights - more vizualisations
  • This is to share with others that don't have backend access
  • The admin dash for a manager is too confusing, it needs to be simpler
    • Maybe not going into the backend, but an easier way to share this information
    • Example: Survey Monkey has a link where you can share a link that has analytics easily available
    • The link is dynamic and you don't have to update the content everytime to send it along
    • Graphics are automated in the background of SurveyMonkey
  • Siying is getting pressure from others to use SurveyMonkey as the standard approach for learning and assesments
  • Data Privacy for SurveyMonkey, is it safe to share?

Mark wants to use Rise more. With all the above and the full-screen settings with Rise is making it harder to use the table of contents, then with all the layout, and then the assesment outside of the SCORM package feels jarring

Okta Errors

Who should be on the call - Sowmya, Yoav, Lukasz

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.

500 Errors

From Taylor: The most recent 500 error in the getting started was August 17th at 2pm

• Look up DataDog logs for Talkspace
• Use flashing continue button in the 1099 Getting Started Courses
  • Color: FlashSpeed: Course:

Onboarding with BambooHR

• Location is a filter in BBHR
• Region is custom but not directly filterable, can pull analytics but can't filter
• US employees have state-specific courses
• Based on location tag in everfi system

Global > Dept > regional > role

Location based Onboarding Role/Dept based Onboarding

They have a mock up of their design for the page (Figma Mock up)

Original Agenda for Account

• Events: workshops or presentations with a live audience (in two forms: with limited and unlimited seating)
• Recordings: recorded videos from previous workshops or presentations that can be viewed at any moment Compliance: mandatory courses on topics like Data Security or Workplace Inclusivity through our provider Everfi. Regarding their output, I was able to find on their help-centre that they use SCORM 1.2 & SCORM 2004 (3rd edition).
• 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.
  • ERC Custom Page with categories for each department
  • Sub pages of custom pages?
• Using ILTs dummy pre launch

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

Is there a specific location for a certification for a course for a person? Not just an S3 bucket general image? Can we pass variables into the end of course screen RTE? Skilljar experience - https://verify.skilljar.com/c/mtond85h86ap which adds to LinkedIn Coursera Plus certification?

Gif not working (size <10mb)

Course order Subsections

1. Onboarding
2. Key Features
3. Clinical Content
4. Additional Resources

Subheadings between them - Add progress filter

Kayla personal email: klambie@sympatico.ca

Manager Questions

* They want a manager to add or remove courses
* A Wound Care Leader should be able to tell their employees and group to assign learners
* A manager in that group should be able to manage the learners in group
* 

New Use Case for Certificates

* Show that anyone has done a certain course
* Check whether a certificate is expired and then have them retake the course
* These are bonuses to their existing experience

• Separate Page with Completed Courses

• Retake Course button leads to certificate pdf

• Retake Course > View Certificate

• Most/all Courses are 1 year expirations - all will be same length

• Learner completes course with milestone, after 1 year, recert course becomes availble

  • Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?

Wild Health

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

The patient/client shouldn't see a difference between Clarity and Northpass Can we provision grouping before activation? Northpass What if we wait for a webhook, then put them in a group?

Felix Scenario: Typical example Patient fills out 5 quesiton form You will be assigned 1 of 5 challenges You first need to be invited Then activated Then assigned a challenges

Can we create a custom integration without zapier Make an API call? Yes they will create it themselves Email must be matching, or it will create a new account

Next Sprint or following - 2-4 weeks Daniel has been the WildHealth dev working on this

• Send documentation and endpoints (person created, person added to group)
• Will a user that gets activated count against their MAL?

diet -> diseas specific -> autoimmunne module 7 -> coaching philosophy

• Wild health academy - old publishing

• Shopify tips:

  • Flow of Emails - Receipt + Invitation (this one lags)
  • Discount is on the last page, tell people to wait
  • Shopify's customer service isnt the best, so be diligent
  • Know your ProductIDs
  • One Product per Course

• Modules 1-12 combined into a single course, moved to the Education Portal

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
• Review

Integrations:

- Salesforce 

Genzeral Notes

• currently hosting every module in survey gizmo and intercom
• Need to break these down into activities
• Components == activities:w
• 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 ** 7/19/2022 ** Colin Which access rights/permissions within BambooHR to turn on the integration
• Separation of instances - chauffer and internal -S
• Northpass chauffers and northpass internal -
• Calum is sick now, surgery - next week he will return Design for both - start with basic design Integration into app in Q4 - SSO for chauffers UUID - not through email since they have duplicates Integrating with salesforce - what needs to be done in their salesforce to turn on integration Colin is very familiar with SFDC Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers Timeline Internal: HR team wants to use it right away, GDPR as first training

Just focus on content creation with Chris

Turn on salesforce watch it not work have p set up webhook script for learner completed pass uid in enrollment URL/invitation URL chauffer clicks, enrolls, takes course, webhook goes back to SFDC

Thoughts: Turn on so enrollment object gets created Once it exists in salesforce, with workato we can update xyz in enrollments object

** Meeting with Chris from Learning Team ** Any department has to go through initial training Service Excellence team,

Newbies from Manila are contractors and don't have BBHR access These are your customer care team

Berlin, LA, etc all have Blacklane Employees ILT wont work because they have to do instructor led training within a course

Quantuvos

Main People

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

8/22/2022

Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month Folks are sick (Lukemia) in NJ and he can't manage both Launching quickly is not realistic, moved back to November

• Financial Situation: *
  • Certain old accounts recievable and not paying
  • Don't have cash to pay the bill right now for Northpass
  • Lots of small issues in paying, banks not paying, clients not paying either
  • Were selling 250/month up until a month ago, now sales are not happening.

• Chris asked for longer flexibility - Travis asked how much?
• Gregg said November, Chris says ASAP, or change to a monthly payment.

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
• Create categories for each OS List

Asia off week of August 28th

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

Meeting with Chris Campbell

Full embed Ideally Either via API or embed Open either way to the various options

• Requested an overview deck
• Has reviewed Developer Docs Quantuvos app, video session and can join to take it

• SSO * Auth0 - They need to provide us with designs and he will reference other apps that have and he has been built Wants to align nomenclature and definitions between our company and theirs For Quantuvos, a program is a coaching application They work with company A, and they want all mid-level managers to be upper level by theend of the year Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass

• Create a draw.io diagram for their programs and how it would map to groups.

Will they piece meal or full embed? Full embed out of the gate and then add elements later on API to show assignments or courses based on the learner in their app "Customer Admin" = A quantuvos rep that manages their program Can a manager access the media library? How do they "edit" courses? How about limited access to media library stuff?

What are coaches responsibility? Is a 1:1 assignment? There are no rules, 1 coach to many And multiple coaches to multiple clients Sounds like they are similar to CSM And 2 coaches on 5 clients who are managing the same account but their subsets will be different.

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)

Meeting with Group + CEO

• one group per customer

  • A program is a subset within a customer
  • Subscribers are the whole group

• all courses for that customer will be in that group

• There are also "subscribers" and "coachees"

• Center for Coaching Effectiveness (CCE) Content

• Can we share a specific activity and have the learner go straight there?

• Course per coach? Or Course per topic?

• Can Auth0 use Groups? Why not?

• Asia and Sources of Content -
  • Right after coaching session, coach wants to send their own content to the client
  • But send it within Network-Q
  • 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
  • 2nd marker

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 [ ] - See if circle button at bottom of image can be clickable [ ] - In terms of images, what format are they using? PNG - Iron out user experience Contact us and back to FCIB same as corporate site Create categories for the links Add the "active state" CSS for each link POS training falls on cash management Elisia handles the training cash management engagement She might need to connect with us to utilize the platform Andre in that meeting aswell

SPS Commerce

Todo Lists

[X] Check in on workflows in a few weeks

• Connect Kayla and KJ for Analytics sync
• Ask if we can do a Trial of Enterprise Workflows Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect external systems.
• Send product subscription plan features

Three years ago renewed after going out into the market and tested other systems "Folklore of SPS"

What other shortcomings are Workflows a bandaid for? * Analytics being a good example * How does the shortcoming affect renewal? * What can be done about enrollments? What is the trigger for SPS to enroll in new courses?

Enterprise Workflow, where do they want to connect it to externally? *

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

• MCA COLUMN ORDER:
  • School ID
  • Learner Name
  • Email
  • SSO UID
  • Groups
  • Course Name
  • Course Version
  • Enrollment Day
  • Attempt STart
  • Attempt End
  • Attempt Number
  • Course Progress
  • Last Activity
  • Last Activity Date

Weekly Meetings with Camila and Soner

Align on points of contact Concerns? They are the main contact for all back end structure and content Some teams - Simon's team for example - are country managers, such as Netherlands Workload balance - should someone else be working with Simon? Patrycja for urgent things? Can Anna keep working with Patrycja

Simon's requests are not a priority sometimes Flink needs to align with the market and some concerns are not right now Priority right now is revamping everything in Northpass Camila and Soner are main POCs for everything within Northpass

AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities

Canva Demo Logic for beginner, if you complete half of the must haves, you're at level X All within northpass courses Rider APP > open mobile app If desktop > go to a URL

Can we setup a login of button groups? Course Scripts : a need/vision, they want to read transcript of courses Can we add duration on course card within LP overview page?

Events are a new push - Talks from Hub Managers - Already fruitful for netherlands - Will be used by other markets - Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy -

Analytics, need hub based metrics to give to the managers

Soner - one of the priorities are the reports he asked for ** Quiz hiding the score: ** - If it is too hard, don't worry - This is a one-time case - Not super high priorty - Doesn't make sense to push for this right now

Front end layout - let them know what is possible Next steps is categories, groups, and labels They need to clean these labels, make them easier to understand Filter by certain category labels i.e Marketing courses, etc

HM = Hub Manager IA = Inventory Associate

Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses

They should then filter by Two main labels for learning, Market Label & Language Label They need it to be cleaner for the backend People should be able to see multiple languages

There are multiple flows - HQ Cascade Content & HQ Diverse Content Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon The most important thing is a clean view to see what their first/must complete courses are All courses exist within this Matrix of circle courses Eventually, they want hub managers to have a clean view of their employees, aka their hub SAP is the goal for single source of truth for data Zapier, Quinyx, BambooHR, Okta is coming for SSO for access

Overall Deadline Everything before Q4, SSO, Frontend Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.

Single Course Analysis - because they wanted a dashboard Course Completion - because they wanted to see who completed it * Course completion NO should show up regardless of attempt start *

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?
• ILTs are the most important from Netherlands meeting
• Map their categories presentation to Northpass best practices

Topics for when Cami and I are out

• Reporting
  • They are combining course a, b, and c into a new course A -OPPOSITE
    • If course a is complete, then new courses a, b, and c need to be completed
  • So everyone who has already completed those courses needs to be marked as complete in course A
  • How can we mark someone as complete?
  • People should be enrolled in the new course
• Courses
  • number of enrollments
  • Ask soner
• Needs info on events
• Upcoming on the global level

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

Meeting with Simon & Timo

Training and Content Team for Netherlands, Switzerland, Austria 2nd biggest market with 65 hubspot. German is the biggest with 100+. Distribution/Hub manager for Netherlands Has some bottle necks: - MCA and 5000 entries - Learning Path Analysis

They manage everything from a google sheet Hub managers have access to this google sheet Currently manually sending emails and follow ups - NP communications are weak Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer) Scheduled Delivery would be great too This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered Source of truth is Big Query or Looker for the country manager and job title (HUB) Can we API into the properties? Wants weekly analytics -

Other Hot topics in the Netherlands:

• Frustrations with ILTs
• People can register for multiple sessions within an event (they shouldn't be able to)
• Can we prevent them from multiple sessions?
• Simon doesn't have the admin possiblity to unregister people from sessions
• He wants to register and unregister people
• If Simon increases the number of seats, that person can't re-register because they have already been denied
• Waiting list isn't good because a denial is a forever denial
• Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
• In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
• Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
• Don't like that you need multiple courses per language.
• Quizzes: needing multiple quiz for every language.

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
• Change Enroll in Course to Watch Video

Notes

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

Kate having issue with security. Gets a warning when trying to access app.northpass.com

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

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

• Test Todo

• Send ticket for font changes [ ] Northpass ACademy Dashboard Personalized Copy, same as NP Academy [ ] Keep learning path card formatting, scroll left to right [ ] Calendar - does Recast have an embeddable calendar? Feed is okay instead of calendar replicate Northpass academy calendar Chris to provide blog feed DV featured courses should have description short description remove events leave or remove column main page links up top like swift

RTE within course viewer not picking up font change

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

Non CA link, 740 attempted learning path And 500 complete (this is a good number) 160 have completed 75% (top 3 courses) 50% would be fraud & hippaa Molly wants to try... 500 people get a message saying "you're going to see messages, please ignore" 160 get invited to a group with the remaining courses

• 8/26/2022
  • They are going to pay everyone no matter if they completed courses or not
  • We need to SHUT DOWN Courses without losing all this data
  • • Pull master Spreadsheet of Learning Paths, MCA
      • For Learning Paths, Compliance 2022, Cross Culture, April Learning Path, June Learning Path, July Learning Path
      • Deadline for shutting down courses: Tuesday, August 30
  • Molly told steve he's worked with a lot of homegrown LMS that were a pain to use

Meeting with OpenSesame re: SCORM files

• Possibly missed events!
• Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
• Communicated via API
• RPX now is OS' social sign on and SSO communication
• Osano is used by OS but not sure how it would factor in

QMC Audit, training audit by third party for training completed Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit

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)

Meeting with Brian re: SSO

They have a lot of clients without SSO They are not an IDP, but are a service provider

Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.

In their ideal world, how would Mark43 like to access Northpass? - Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users. - Accounts are then managed by their users in their application (sounds like customer application)

• There would need to be a second instance for non-SSO users.

Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names. There are some internal issues with customer discussions - colby, brian, michelle, and someone else? Security review needed internally

Them setting up as an IDP is not out of the realm of possibilities, but they would have to have a discussion. They generally only handle the handshake one way, so this would be two way. They don't know if setting up an IDP is the "technological direction" they want to go in.

Renewal - they will be wanting an instance of partners as well. They will need different content. Professional services leadership - karim and calvin Mark43 does have a database with all their user information, but that's the short answer. Long answer is that it isn't easily accessible. Charlie suggesting that using the data in the DB we could auto-provision groups for each agency and client.

Michelle - meeting internally to discuss security for manager permissions Partner instance and SSO expectations

• Provide Brian with Documentation on what's possible with SSO and what's required of them
• Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product

Larson Texts

3 Points for our Meeting

• Analytics
  • First back to school season, in October post-mortem report on how year one went
  • Wants to discuss data points that would lead to ROI and KPI
  • Survey or NPS scores
  • Email other important metrics for analysis
• These numbers are very low compared to the number of people invited
  • The number of groups is the number of total invited groups/clients
  • People can opt out,

Flow: Auto email goes out with a description of how to get into the academy No one clicks 110 clients have been invited and each client is a districts Each district could be 2 people or 30 people Are they enabling their distcits to forward the emails along?

Custom Reports

* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID 

Overall goal is spending less time in live trainings with small districts (<$50,000) This time last year, 35% of trainings were spent with small accounts This year, 26%! A 10% change.

115 actually did training, ~350 hours This is just training time, hours for travel and planning isnt' factored in This has been successful now and is positioning for something better in the future * They want to sell stuff in the future * The idea is being planted, but its not happening yet

Low enrollments because District Contact invites teachers to the platform Larson isn't in control of the communications Might be more comfortable a year from now helping with that It is a sticking point to be in control of teacher's emails and contacts

Other ideas: * SSO for their district * BigIdeasMath.com is where learner's sign in right now * Can we consolidate a single authentication method? * Integrations with: * Salesforce, Hubspot, Pendo, No BI Tool

Next 6-8 Months: * Back to school "ends" mid-September * Oct-December - Focus on Sales * Jan - Mar - Continued Sales * Launching new product segment, Elementary * Launched & Begin Sales Fall 2022 * Implemented 2023 * Trained by April 2023 * Development of Resources in February 2022 * April is "next year" of Northpass * Integrations, Design, and any other changes should be completed by April of 2023 * Wait until November for New Conversations

Meeting on 9/8/22

* They need to train sales people on the new product 
* And all other employees later in the future, mostly customer-facing employees 
* Combo of live meetings & LMS 
* They also need to train their partner, Geographic Learning 
* Throwing around the idea of using Northpass for this 
* GL needs accountability - share recording, small quiz, check they are done 
* Can we use sales training and track actual sales? 
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge > 

Tasks

• /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
• Add personalized message to /app.

Hello Insights

Paula is main POC "Fastest purchase of a new platform"

Kick off Call Notes

• Paula: admin, poc, content and structure of groups. main admin
• Tim: Product, overall strategy, creating space for Andres (Designer)
• Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
• Jaime: Front end developer, main features of front end of application
• Daniel: Engineering Director, SSO, support for engineering

Paula's priority is to get it up and running, she wants to migrate content Integration and Working the way they want to

Phase 1: End of Phase 1 should be top level nav with a user logged in should see dashboard, reports, etc. Learning Center > Northpass > Resources View port is something to deal with Out of the box UX, then determine what layers need to go in there Mid to late September is Phase 1 - Early October is when users will be onboarded Phase 1 UX: Login to HI and they are on their dashboard, top level nav is still in HI Click Learning, Active State indicator, Learning should be accessible to non-members

Is HI an identity provider? They store passwords in postgres, unsure about SSO/IDP Self sign up users need access to learners

Paula's plans to get content: they have courses and PPTs, recorded PPTs and videos They have placeholders to throw in there On launch, some basic courses, 2-6 courses LMS system with just "getting started" "plan your journey" etc. While those get up and running she will start to populate with deeper content What courses support the user's journey in the platform? Categories and Subcategories Role, member journey, group, contract, etc

Design/Andres: Needs to design the things that will be added to Northpass Strokes, columns, etc They want to make sure that what the "headless" look and feel like

Phase 2: taking certain components out of Northpass and then embedding into Hello Insight experience

Tim: Next week is a big SSO hand-off tech week for HI Design and elements need to be understood Paula needs to chat with design

Paula: What are our options to give people a bunch of downloadable PDFs? How about a course with just a single video? What options do we have?

Share some examples

Include Andres with any Paula conversation

Content Call 7/18/2022

• For today, how we need to think about how our sight looks and feels
• Suggestions and best practices
• Design should be full embed - the entire site into their app
• Then we will do micro-embeds, small portions in their site Andres: in the beginning, have it right away Division of labor between Northpass design and Hello designs Andres works with us on wireframe

Questions from Andres: - Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma) - Trying to incentivize the users engagement in the learning center - Ideally show "another person completed this course" - can we pull from a table of names? - Mapping the content in the experience? Similar to Skuid Experience

• Send webSDKs, embed, webhook, and documentation

Content And Creation

• They want a recommendation engine
• Search bar is important to show first
• They want a saving mechanism - under your courses, there would be a "saved" option

After onboarding experience, they will likely not enroll everyone into course. So enrolled would be the same as saved They also want "time left" in the page (not really possible)

List of recommended courses - could this be categories?

Modality - information architecture of courses - Live, On-Demand, Mixed (or Blended) - Schedule, Timedate, Timezone - Some clients request a live learning opportunity - Phase 1 - back burner Availability (Blocked, Active, Full/Invisible) should also be part of the course struture Pre-Requisites

Andres/Paula - 8/22/22 - Andres knows where everything will be embedded in the marketing sight - He presented a medium type prototype - Featured courses: want to show a current, last enrolled current - Featured Courses - on the right, featured, new courses - Based on time of release? - Courses for you - based on categories - They want to show how much time is left - can we change it to percentage? -

Tim/Austin & Authentication Meeting

* Everything will be delayed by a week. 
* Notion [Link](https://hello-insight.notion.site/NP-Proof-of-Concept-2357d6a1378a4dcdbe9bf77d95e73e6c) for proof of concept. 
* AAs & PAs are different users they have 
* Different accessibility for each type of user
* Users within an organization account 
* MAIN: Users should not be seeing any default Northpass pages (login, enrollment emails, etc)

Proof of Concept from HelloInsight

Design Handoff 9/13/2022

Hours Estimates

• They want estimates of how long eerything will take to build it all for the MVP

  • Then we will decide how everything should be split up

  • They don't want to burn through all 48 hours.

  • API work will also take some hours

  • Font Awesome icons via property to update on their own

  • HOURS NEEDED:

    • Templates Design: 6 hours
      • Properties & Logic (ie. static completions): 3 hours
    • LX Design: 8 with quiz styling
    • LX Quiz:HARD NO SAYS KAITLYN TBD

NP Proof of Concept

As a software engineer, I want to implement a proof of concept integration of Northpass, so that I can better understand the effort level required to build the basic functionality necessary for Q1 2022/23 as well as test some functionality that will be implemented in Q2 and beyond.

Prototype

Technical Specifications

• LMS will be embedded via an iframe, with a top-level nav similar to Dashboards and Reports.
• LMS will be toggleable via an env variable.
• AAs and PAs will have access to the LMS; with each having access to specific courses/learning paths. NAs should not have any access for now.
• Users will be authenticated via open auth once logged in to HI.
• Users will not receive any other login pages, account creation pages, or account setup/management emails from Northpass.
• When any user information changes in Hello Insight, this information needs to be reflected in NP for the existing user in the NP database.
• NP components should be embeddable in other parts of Hello Insight, and users’ interaction with those components should be traced in NP and counted towards course completion as necessary.

NEW Launch

* September 28th - Full Launch w/ Campaign
* 

AIIM

Workflows Demo

Skuid

Meeting with Alexa 7/21/2022

Agenda sent to us by Alexa:

1. Popups -- need to explore this possibility to have a popup box alert users of messages.
2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed. Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply. We definitely have a higher number since June 30.
3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?

Where can modals pop up? How? What about where people breeze through, how do we get it back?

Little box on left hand side popup Just a small button What about appqueues? What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow Is dan ready with the custom report Skuid Progress Bar disappeared, needs to be completed by October 13 new courses in October

Directly from janel: How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have

Scenario

• New order of cards:
  • Scenario Basics
  • Core Concepts
  • Bulk Upload
  • Leave Navigation & the last one
• LX Changes
  • Make the viewer wider to fill screen
  • Mobile optimization is less important
  • Most clients will be on a computer
• Wistia and Quality?
  • Would prefer higher quality even if it loads slower
  • Most likely learners will have high speed internet, they want higher quality
• Banner
  • Dashboard & Events header text is lower than Home
  • Home is how it should look
• URL: academy.scenariocloud.com

H1

• Open Access might solve some of their issues
• Reconsidering their relationship with Okta
  • Okta tripled their cost and doubled the per person cost
  • Okta authenticates their entire application and for internal use
• This change will be the most pressing for when they decide
  • Should be decided on within 6 weeks
• CSM team uses Catalyst
• Sales team uses Salesforce

• Haven't really used Northpass reporting
• They contractually provide a training system
• They need to figure out how to get the right training to the right people at the right time
• Smaller clients get 1 in person training, the rest via Northpass
• QBR show utilization or change - increase enrollments and actually starting the course
• They need to track if no one is logging in and how to reach out

Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)

Next meeting: September 2, 2022

Bolt

People

• Doris
• Training with Figma interface
• She likes it, but it's not great for learners.

G2

Kick off Call

• How can I be helpful for the first week?
  • Launched by September 14th
  • Full launch
  • Lots of internal teammates who are anxious to kick the tires
• New CED & Marketing Manager - Erin Boyd
• Liz is project manager for product
  • She is the tech POC
  • Travis is tech person
  • Tori is UX designer
  • Michelle is PM for myG2
• Katlin to manage kickoff, then Erin will take over
  • After Erin takes over, Katlin will be strategic vision
• Long term goal: public facing certification - 2023 at the earliest
• Embedding the university into the help widget
• Slight design changes might need to happen

Concerns? None, Mitch and Jordan need to do salesforce piece

They feel like this has been talked about for a longtime. Just waiting for a GO signal.

• Salesforce integration

• Launch with 9 courses

• Back to my courses should go to dashboard on all courses

• Header: Remove completey, everything should move up

• LX: change header to grey

• Remove header in Templates

• Remove events from Homepage

• Remove two buttons on homepage

• Marketo - workflows? What data into marketo that can come from salesforce?

• Update ILT Reg Page

  • Register Button Copy > Learn More
  • https://TBD.TBD.com

• Remove Learning Paths from Templates (Homepage + Subnav)

Meeting with Meesha & Sara re: Workato

* Meesha's Goal - best way to implement Northpass?
* Best Practices - What's going to work for them?
* Ideal usage of Data?
    * Someone engages with that piece of content
    * Marketo Tracks a course completion - Success! 
    * Katlin also wants to trigger an email for someone that starts a course but doesn't complete
    * Lofty goals? Not yet, most will be on the marketo side
    * Setup customer MQL
* 

Happy Culture

WellApp

SSO? They need to gate content

Douglas Elliman

Current Issues: * Videos would stop * Lots of people stuck at 17-18% * Charlie figured out workaround via Wistia * Videos just stopped? DE would have to reset everyone * This training is necessary for Audit. * They don't feel self-reliant or self-sufficient * Feels like digging out of a hole *

Papa

• Issues that may happen:
  • ADP is the brain - Integration
  • Transferring from LMS
  • Corporate & Care on Lessonly
  • Pals on Northpass
  • Integration with Snowflake and Looker in Phase 2

People

* Katie - Senior Learning - Care Team
* Lizzy - PM on Katie's Team
* Mini - Senior Training on Care Team
* Becca - Learning Content Dev at Care Center
* Yvette - Directors in Care Center - Inbound member PAL/Employer Teams
* Sarah - Employee Experience & Culture Team
* Amanda - HR Ppl partner, Biz Operations - Integrations for Compliance
* Zeke - Dir of Compliance, works with Cheif Compliance Officer
* Melanie - Sales Training & Enablement - new biz and CS success - use it for the sales team, self-directed, accountability as well
* Natasha - HR Generalist for HR Operations (under Amanda)

Level Setting & Introduction

* Northpass was already being used for PAL Training & Support
* Separate Instances for Internal Side & External Side
* Lessonly Contract Expires on October 4th

Katie & Lizzy never want access to the Pals side People should be in isolated instances Care center vs Pals

ADP Integration - Okta SSO - Ted, Security Team

Mapping Session with Mini, Lizzy, and Becca

Nana

• Send template blog, and academy screenshots

Meeting with Steve regarding my Accounts

• Talkspace - Ummey and Molly - Outlier of his conversations
  • LMS because they IPO'd - compliance became mandatory
  • QMC Audit - Lets better prepare them
  • 1099 audience, hard to manage course retaking because we don't have due dates
  • Hired a contractor to work on data for this to combine NP data and their data to retake courses
  • Lets connect SE to the contractor - explore how we can architect this for them?
  • Can we do data feed of their external data?
  • Next Steps: Conversation with Charlie & Contractor
• Omnisend - Audrius
  • Bad implementation, now in a good place
  • 3 areas he would like to see: * Customization of the Course Player (to match brand) * Didn't understand that this was an enterprise thing * Sales process not clear * Faster Auth for OpenAccess * Initial load from email to academy takes 4-5 seconds * More seamless * Training Content unbundled from a course * Wistia Project
  • Next Steps: Speed up Auth and talk to Charlie about doing this
  • Talk to him about Enterprise and show everything - Analytics, Workflows, Comms, Custom Course Player, etc
• Swift Medical - Kayla
  • Warms up after a while, seemed skeptical at first
  • Certifications are the big thing for her
  • She has to build everything in SCORM because they have to ship files to Hospitals who use their own LMS
• Wild Health - Mike
  • Steve and Mike really got along, Steve liked him a lot
  • Big issue is authoring content
  • Finds it very cumbersome
  • Acquired by LivePerson - apparently LivePerson acquired a bunch of health companies
• Next Batch: Another Person from Talkspace, DeptAgency
  • :