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Gainsight/CustomerNotes/Cin7/Cin7.md

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Cin7

11/07/2023

Kickoff Call

Attendees:

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

Notes:

  • Currently has two LMS

  • End of Jan LMS Contract, launch pre-Jan

    • Integrations need to be turned on - CZ, etc

  • Second half of January, migrating content from 2nd LMS

  • What differentiates the two LMS?

    • Nothing, really
    • Jan LMS is tied to a product, but not a lot time time is allocated to it
    • Next summer LMS has vision and the big ticket items

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

Availability - Mondays are best for everyone.

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

12/19/2023

Launch Plan and Technical

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

01/22/2024

Defusing with Emily

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

02/05/2024

Post-launch Notes

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

02/26/2024

Weekly Sync

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