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Gainsight/CustomerNotes/HelloInsight/HelloInsight.md

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Hello Insight

7/12/22

Kick off Call Notes

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

  • 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

07/18/2022

Content Creation

  • 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

8/22/22

Content with Paula and Andres

- 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)

09/13/2022

  • 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.

09/21/2022

Design Showcase Meeting 1

  • Their site is not mobile friendly
  • No need to do mobile view code for the time being
  • HI app is usable down to a portrait or landscape size
  • Question about QA
    • What system or process do we use for QA?
    • We will use Notion via HI to get feedback during QA process
  • They will need a script to create each person who is in the HI app?
    • No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own
  • Austin has considerations:
    • Featured Courses & Learning Paths - Ask Paula and Andres
      • In the future, featured courses will depend on data from the HI app
    • Is not mobile optimized just yet (no problem)
  • Tim - consideration about next quarter
    • Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes.

NEW Launch

* September 28th - Full Launch w/ Campaign

10/11/2022

Marketing Discussion

  • How do others use company for marketing funnel?
  • Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc.