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Gainsight/CustomerNotes/Walmart_Luminate/Walmart_Luminate.md

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Luminate

01/25/2023

Content Overview with Stephanie

She is concerned that they are going from a knowledge base based on product to specific use-cases. She doesn't want to miss any information. Their knowledge base is just articles that "suck"

  • Not a lot of data on use cases. How can we gather that?

We should allow learners to select their own path. She likes the flexibility. The stripe demo is a good direction that she wants to go in.

Learner should click "I want to learn more" and be brought to a course.

I asked about starting with use cases - merchants, for example. Merchants can see some buckets of what they can and can't see. When they land at the academy, they could see drop in courses, and have the option to test out of the fundamentals. And then cert tracks.

Another idea: a user lands and sees each product and then can test out or through cert tracks. Ocean academy is also a good example.

Two tracks:

  1. Foundational course & Test out Quiz
  2. Role based tracks and courses

01/30/2023

Demo from Travis

Johnny - Post live Ritu - working on integrations. Rakesh, Praveen, Prajwal, Deeksha, Kumar - Engineers Matthew - Design team Lead for Data Ventures. A few different CMS. Northpass is first LMS. Scott - Leads content, strategy, deployment, for training within Luminate Stephanie - Works with Scott, leading content strategy and architecture Eric Wynn - Engineer lead? Definitely an engineer.

Travis starts demo, asks if there is anything they want to see. Ritu: Salient features in demo, post-demo, how we will integrate into the Luminate platform. Mostly: authentication, authorization, who has access to what. What are they main features they should look at?

Matt - templates and examples would be great. He asked for:

  • Full set of components that we can stylize
  • Full build vs live template
  • They use 5 something and want to know what we use.

Embedding - is all embedding iFrame based? (Ritu) - Yes.

Ritu - what profile data do we store for a learner? Please Clarify For authentication, what do you store in your system for authentication and authorization?

Ritu - PI Classification is important. Can they provide us just a unique ID instead of first and last name? Travis: yes, you provide us that ID just like Spark, we give you a webhook with that data. Ritu: is the progress recorded per user/identifier? Travis: yes

Ritu wants to dig in deeper to API, groups, and webhooks to better understand the integration possibilities. She then asked is there a "bookmark" or can you pick up where you left off - aka, finished 50%. How about reminders? What if you need to finish the training within 1 week, will it send reminders? Travis: yes, but without an email, we can't be responsible for comms - you guys would do that.

Scott: if we disable any direct connection to Northpass comms, would we be able to send something like a newsletter to specific users based on their progress? Yes

Travis: What do you all use for comms and marketing? Johnny - Braze with a custom wrapper for communications & in app learning alert.

Scott: how would we integrate into Credly? Would information go from Northpass>Luminate>Credly or Northpass>Credly>Luminate, etc? What does that need to look like - how should the data flow? Theme here continues to revolve around data flow and direction.

Travis: we have new certs available. He then went into course authoring.

Scott: when we create a course, given that we are doing constant updating to our products and have new features to put into the course, but don't want to remove completion status - how do we do it? In other words, silent publishing. Ritu: Do we have API operations for admins and learning paths? No

Matt: How responsive is Northpass? Including:

  • Device limitations
  • Responsiveness for various devices
  • Video bandwidth
  • Has core code gone through accessibility testing? (Walmart is AA due to commercial nature)
  • Rate Limits for tasks
  • Other limitations Walmart should know about?

Travis: next steps? Ritu: SSO - let's get it turned on. They use a home-grown solution called Falcon which provisions all outside accounts and internal Walmart accounts. It is Open auth protocol and code-flow. Will this work with Northpass? Charlie: Should be fine, but we need to make sure the info matches the data in Northpass.

Ritu: where is it hosted? Is this a dedicated deployment for Luminate? Travis: because of the other team, it will be Azure. So far, only Walmart is on Azure.

Ritu: Great. This is authentication - but how about Authorization? How do we know who should have access to what training? C: Does Falcon have this info? R: No, Falcon is only for authentication. Authorization is a separate system. C: Create groups and people and segmentation ahead of time. Then when they authenticate, they will already be in their grouping and courses.

Scott: There will be a segmentation of courses that should be for internal employees only. To begin, we will only have 3 main "partitions" to start with, so it could be simple. Eric: How many sandboxes environments do we get? How do we move content between environments and systems? Concern: some teams completely abandon content in the sandbox environment. What tools are available to move that content over? Travis: Norm has access to those tools and will be your main person to help. Scott: Can we make SLAs for these requests? What if the request is on a Sunday? What if Norm is busy?

Travis: Last questions? Johnny: I have one. Anyone else? Devanathan: Is there a calendar feature that we can show a list of events? Scott: I like that question. Something like "here's a list of all the events in June" and showing a calendar of those events.

Ritu: What sort of personalization happens for events? Groups, Courses, etc We can also make personalization recommendations based on any additional data you pass to us like role, product, etc.

Johnny: Can we integrate into CMS platforms like Adobe? Can we integrate an API endpoint into a slice? No.

Eric: This portion of the roadmap is a proof of concept for us, we cannot productize this just yet. So continue to have the content discussions and then engineering will likely happen 1-2 weeks after that. They need to ensure that it is integrated and functional first before rolling out anywhere.

02/15/2023

Content Meeting with Stephanie

Questions from Stephanie:

  • Luminate's biggest concern is upkeep. Version Control. They make a ton of changes to the products. They need to update the content quickly and effectively. Example: Screenshot in one lesson but what if it is in different lessons etc.

03/29/2023

Design Process

Looking for a June 1st launch. First Wednesday of June. June 7th hard deadline. Material Design icons Jessica isn't aware of how detailed we can customize things. Maybe send her screenshots?

05/25/2023

Modal Discussion

Needs for modal on entry: Property Boolean, info?

Design:

  • Ask Dashboard or How to Course (Intro To luminate in drafts)
  • Make up the design so it stands out.

Info to ask:

  • Company

List from Stephanie:

  • Time estimates from Kaitlyn. Added in Automation! Checkmark!
  • Articles: Get rid of progress bar. Continue button should skip EOC screen and bring them to this Dashboard
  • On search, when you have a property in results, it shows the templated code, not what the code should be rendering. Sanitized search.
  • She doesn't love the learning path cover page. Send learning path examples of a more minimal design.
  • Add categories tag to search results boxes.

08/03/2023

Finalizing Modals

DONE: Setup google sheet for Quiz completion webhook DONE: Talk to Kaitlyn about the modal. See list below:

  • Make modal accessible in the sandbox.
  • She wants a "survey" modal to show up 2 weeks after the first modal. Can we:
    • Add timestamp local storage
    • Check timestamp every time the function runs
    • If timestamp == 2 weeks, show new modal
    • Set secondary modal boolean to True/False.

10/05/2023

Sync with Stephanie

Off-the-record Chat:

  • Scott said: "can we throw money at getting some features off their backlog?"
  • Stephanie unclear as to what new features are
  • Scott needs to be clear
  • Schedule a call for a roadmap visibility with Allyson and Joris.
  • Scott likely already has things in place.
  • SCORM files and loading very very slowly. Especially courses with a lot SCORM files.

03/01/2024

Random notes for Luminate templates.

https://linkedin.com/profile/add/?startTask=Walmart%20Luminate%20Replenishment%20Certification&name=Walmart%20Luminate%20Replenishment%20Certification&organizationId=80427781&issueYear={{ this_year }}&issueMonth={{ this_month }}&expirationYear={{ next_year }}&expirationMonth={{ this_month }}&certUrl=https%3A%2F%2Fwalmartluminate.northpass.com

https://linkedin.com/profile/add/?startTask=Walmart%20Luminate%20Replenishment%20Certification&name=Walmart%20Luminate%20Replenishment%20Certification&organizationId=80427781&certUrl=https%3A%2F%2Fwalmartluminate.northpass.com

03/12/2024