93 lines
4.8 KiB
Markdown
93 lines
4.8 KiB
Markdown
# SPS Commerce
|
|
|
|
## Todo Lists
|
|
|
|
[X] Check in on workflows in a few weeks
|
|
|
|
- [X] 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?
|
|
|
|
## 10/12/2022
|
|
|
|
- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
|
|
- Norm to reach out
|
|
- Question from Kayla:
|
|
- Someone requested asking about the SCA and a specific course
|
|
- Lippert Inc is the customer
|
|
- Requested data pull in training
|
|
- Pulled an excel of SCA and found duplicates in the list.
|
|
- The next column shows "Attempt Number" and she thought that was total number of attempts
|
|
- Instead, the "duplicates" are actually the actual attempt number.
|
|
- SCA is Kayla's favorite analytic
|
|
- Why is Lippert asking for this? What will they do with it?
|
|
- Lippert is a retailer of theirs
|
|
- They would like to drive engagement of their suppliers
|
|
- Coincides with a big marketing initiative
|
|
- Increase training availability
|
|
- YTD Engagement, overall/aggregate of who is enrolled in that course
|
|
- Engagement can mean a few things
|
|
- Overall course completion is helpful
|
|
- But number of people at various % through the course is also interesting
|
|
- Lippert asked for "a little more detail" unsure what that means
|
|
- Course = Lipper Fulfillment
|
|
- BUT, there could be people enrolled in the course that are _not_ involved with Lippert
|
|
- They currently do mass enrollments, managed by their one-to-many customer service team
|
|
- There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
|
|
- Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
|
|
- ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
|
|
- SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.
|
|
|
|
## 10/26/2022
|
|
|
|
### Analytics Meeting with Kathleen Olson + Matt + Kayla
|
|
|
|
- Kathleen has been focusing on engagement
|
|
- Completion is not super important
|
|
- Struggling with wiping of metrics after updating a course
|
|
- Some confusing with attempts? If they update the course what happens to metrics of previous users.
|
|
- Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
|
|
- Matt: he has told NP many times that the dependence on the continue button is too high.
|
|
- Matt would be more interested in an "activity view" type analytic.
|
|
|
|
## 11/09/2022
|
|
|
|
### ILT Demo
|
|
|
|
- They want to use Northpass to funnel people to events in other portions of their platform.
|
|
- Here's an example of another event: <https://www.spscommerce.com/lp/mapadoc-training-sage-100/>
|
|
- They want to add these links to the bottom of their training page.
|
|
- Possibilities:
|
|
- iFrame the OTHER events page if one exists
|
|
- Auto pull in a list via API
|
|
- Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
|
|
- Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
|
|
- Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
|
|
- Kayla wants as little work as possible
|
|
- She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
|
|
- This is just an avenue TOWARDS the event, not the holder/maintainer of the event.
|
|
|
|
## 12/07/2022
|
|
|
|
### Kathleen & Kayla
|
|
|
|
Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
|
|
TODO: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
|
|
Kathleen has some questions and/or bring something to our attention:
|
|
|
|
- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
|
|
- Currently: Fulfillment
|
|
- Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
|
|
- They also want to replace user guides. Putting User Guide content in Northpass. Using text editor/RTE - just copy and pasting it into Northpass.
|