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Norm Rasmussen 8d597c678a Northpass Academy

2022-07-27 12:50:25 -04:00

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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?

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 regarding BPRA 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?

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)

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 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.

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)

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

Onboarding
Key Features
Clinical Content
Additional Resources

Subheadings between them - Add progress filter

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?

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

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

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

Tasks

[X] - Create Implementation Plan [X] - End of August Launch [X] - Help Asia create course [X] - Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week) [X] - 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

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)

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

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

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?

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

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 -

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

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

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

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?

Suggestions: o

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

AIIM

Workflows Demo

Skuid

Meeting with Alexa 7/21/2022

Agenda sent to us by Alexa:

Popups -- need to explore this possibility to have a popup box alert users of messages.
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.
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?
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.
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

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Table of Clients

GENERAL TODO

JJSV

Todos

Notes

7/18/2022

Crayon

Meeting with Will regarding Data flow

Meeting with Sheila regarding Analytics and Hubspot

DoubleVerify

Demo with Mark Protus

Meeting with Mark Protus, New SVP of L&D

Siying regarding Mark & Temperature Check

Okta Errors

Dept Agency

Unknown Notes

Onboarding with BambooHR

Swift Medical

Wild Health

4Pillars

STOPIT Solutions

Content & eCommerce

Blacklane

Whos Who

Tasks

Integrations:

Genzeral Notes

Quantuvos

Main People

Tasks

Notes from Kick off

Meeting with Chris Campbell

Where is content?

CIBC

Categories and Flow

SPS Commerce

Todo Lists

Agriwebb

Flink

Weekly Meetings with Camila and Soner

Tasks

Notes

Meeting with Simon & Timo

Humly

Technical People

Answers to Questions from email

Tasks

Omnisend

Tasks

Notes

Skip Cover Page logic

Video on overview page

Recast Software

Launch style

Talkspace

Mark43

Meeting with Brian re: SSO

Larson Texts

Hello Insights

Kick off Call Notes

Content Call 7/18/2022

AIIM

Skuid

Meeting with Alexa 7/21/2022

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