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Norm Rasmussen 54b2817095 Added Talkspace templates, made some changes to Skuid's script and started the Blacklane script

2022-11-28 19:50:30 -05:00

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Flink

Old Notes without Dates.

Tasks(old)

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
Move course to Sandbox for testing - test many courses in carousel
- TESTING / Rider Onboarding - DE (ENG)
- And then 5-6 others at random
Change Collapsible Menu
- Course Scripts
- Articles > Help Center
- Move Contact to the bottom: Contact, Profile Settings, Sign out
- Rider App
Add Language Buttons such as in Canva (top right)

Notes(old)

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

07/07/2022

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

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

07/26/2022

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 -

08/11/2022

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

9/22/2022

Banner Width smaller
Mobile view search bar becomes too short - Phone view
Chevron Carousel is okay for many courses
Embed our Workforce Contact
- If you click contact, it will send them to a website hosted by Flink
Soner to send brand guidelines & which buttons should be removed from collapsible menu
Questions about Preview as Manager vs Learner
Allow them to update FAQ on their own
collapsible menu not showing in mobile

10/06/2022

Cami and Soner to pull their own analytics
Unsure what those key metrics are
However, they currently look at:
- Completion % of courses
- Number of completed courses
Planning needs to happen about what those analytics are
Main priorities, cateogries, ensure the front end is "Flinky",
Reduce banner slightly, Cami to send a picture of what she wants
They want to launch ASAP, but need to find a window that works best
Wednesdays are generally slow and could be a good transfer day
Wednesday 10/19 - tentative

10/13/2022

Soner to work on communications plan and roll out

10/20/2022

Almost ready to launch courses.

Starting on categories and groups - Patrycja sent an email just before the meeting.
Cami wants to know what we need to do before launch - is categories and groups the last big item?
Categories will only have the role. Groups will have front end groups? Not sure
Cami asking: can we trigger cateogries with different groups?
- Yes.
Each course can be in any number of groups and categories
Patrycja is asking: what courses should be assigned and which should allow self-enrollment?
They have targeted content in the platform. Enrollments and Course Interest is not very important.
Everything will be assigned. All courses must be taken by the learners and the real metric will be course completion.

Order of operations: 1. Assign Categories to a Group 2. Assign Courses to a Group

Cami has also shared the accurate names of the groups and categories.
Groups = Training, Onoarding DE, etc. Mapped to each country.
It may be that we're missing one of the groups, but lets trigger what we have for now for testing.
We have to clean up the groups and move over 1,000 people into the new group. Patrycja said if they sent us a CSV with the new groups people should be in, we can do it automatically.
Netherlands has yet to be aligned. Soner to share groups.
Soner requesting a list of groups and the names of learners in those groups.
Cami to instruct us and support on cleaning up the groups.

What steps need to be accomplished to launch? Cami wants to begin the transfer tomorrow, 10/21/2022. 1. Creating the course cateogries and assigning them correctly. Adding courses to the groups also needs to be done. 2. Begin transfer of templates behind the scene. This may take some time and could bring the academy down for a bit of time. * Considerations: they have this "home quiz" which is due on Friday * Best time is Friday evening Berlin time.
* We need to let Flink know when the transfer is starting and if the site goes down. * Then let them know when it is finished.

Soner Design Changes: * The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title. * Include Privacy Policy and use the same Footer on (Flink's Website)[www.goflink.com] Final item: Cami will get back to us when categories are done. Northpass team to do final QA today.

10/27/2022

First Meeting after Launch

Positive Reviews!

Some Topics from Cami

Front end:
- Soner shared some items from the front end stuff
- Is there anything missing from the Flink side to help improve things?
  - Patrycja: a better design understanding of the search.
  - Cami - do we need to show courses?
- Soner Front End stuff:
  - The search works, but once you search for a course, some cosmetic things need to be changed.
  - Search results is slightly covered
  - Results are showing courses that they are not enrolled in
  - Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
  - Back to my Courses in course viewer is not functional.
  - Search didn't work on dashboard?
  - Flink logo should go to categories page. Not the status page.
  - Language button isn't working as expected. If they click english, all the courses disappear. If they click german, all courses disappear. On home page, all courses of both languages show up.
  - Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
  - Location and Languages should be working as expected.
- Soner has also recieved questions about course completion:
  - Some people compelete the course in one language, they want to mark the other course as complete.
  - Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
  - If people get moved between groups, so should courses?
Items from Camila:
- They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
- Can we link Northpass with Braze?
- Cami to send over the User Experience/Flow for a good integration
- We need clean data, which can complicate it
- Trigger should be: if you didn't complete the training, send a Braze notification.
- Braze trigger would be time delay + check completion - if no, send notification
- Patrycja will still need a clear flow/infographic to understand what they need.
One last item from Cami:
- Data from Northpass seems good
- But some people are assigned as Pickers when they should be Riders
- They are anxiously awaiting Rob's extract
- Flink team really wants to merge IDs of learners
- This is necessary to clean up data

11/09/2022

Meeting re: Fountain Integration

They switched to prereg in December because of learner invitations and notifications after being invited by SAP Litmos
Fountain requires OpenAccess, hence why they are getting errors in Fountain Flows
They also want to make sure IDs match up across all their tech stack. What they are failing to understand is that importing each ID into each separate piece of technology is NOT best practice. Instead, they need all the data to flow INTO their source of truth and pull the data from their.
Camila also wants to add the ID to their data extract, which I don't know if it is possible. They need Enterprise.

11/17/2022

Weekly Sync - No Agenda

Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP is a custom integration. Fountain is basic, but it has been turned off. What they requested to turn on Fountain would change the auth method and cause issues downstream. Especially with messy data. So for now, we will leave everything as is. Fountain may be re-integrated in Q1 of '23. Their key tech stack priorities:

SAP
SSO DONE: Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink. << THIS IS POSSIBLE ON ENTERPRISE >>

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