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Gainsight/Customer_Notes/SwiftMedical/08.25.23.norg

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* Meeting Notes:
- Company is obsessed reboot.
- No need for any co-marketing. Maybe a post with the learn page format.
** New Instance:
- Sales focused open access instance
- Login freely
- Less course focused and more "access" and CMS-esque
- Need open access - maybe omnisend with uuid creation
- Totally open content
- Not going to happen before January.
- This instance would be connected to swift's website.
- Swift has a learn page currently, but not with anything of value. Not all the links work.
- This instance would switch out the learn portion of their website.
** Search Functionality
- This is a huge pain point.
- "No body really knows what I do, broadly" but when people test it they complain and say "why doesn't this work the
way I expect it."
- Expectation: The expect something useful to pop up but nothing pops up because of smart searching
TODO: Create Prop to hide from search results.
TODO: Enable search query dashboard on Swift Medical
- Preferably, activities will show up. The courses overall aren't helpful in search results.
- Something she's seen in other systems is clicking a star which would bump the result to the top of the list.
- Determining which is "special" or important from Swift Medical's perspective.
** Certifications
- Would like a custom certification finished by January.
- They might have new branding by January.
- Will need the public certifications. Linkedin is huge.
** Linking to a Document:
- Open doc directly from another page without authentication
- Kayla is used to this with all higher ed LMSes and would like for this to be Northpass Functionality.