Gainsight/CustomerNotes/Anthology.md

Anthology

01/26/2023

Content Intro

Microsoft Shop - Teams, Word, etc.

All are Global Ed Services Katie is one team KC is another team - this is one of many projects in Global Ed Services

KC - Main person Mike Highfield - Solutions Architect, Solutions, Learning Ed team Aaron Odden - LX architect, works with content creators, Learning Ed team Katie Felton - Director for the academies, oversee all content creators & the teams. Ultimately responsible for the strategic direction Nicole Melander - Exec Sponsor

Met with Patrcyja and got an overview. They still have a lot of questions.

• KC is responsible for project plan & the entirety of launch and running. She needs to understand what their team has to deliver.
• Needs to better understand what is in their subscription model, data tagging, extracts, etc.
• They have 1558 courses built.
• Nicole, "as we build courses now, are there things they should be doing differently on Northpass?"

Where to start: when they think about their structure of learning, what is the nomenclature and hierarchy of content? Content types:

• Passive
  • Playlist
  • Videos
• Active
  • Course (milestones, etc)
  • ILTs and Live Events - both synchronous and asynchronous

They don't want to move people from Blackboard learning to Northpass - it doesn't make sense for them to move. There is cohort (8-12 weeks) and non-cohort learning. MVP Launch, but unsure of what the users and products would be. Each product has various

This will be a one-stop shop for all knowledge and data.

Seven tags per object, course, person, etc.

Companies are groups

• Inside each company are people, LPs, and Courses

Norm to ask KC:

• What is a constituent, learner, and global?
• What is the main group & course structure? Company is the most common.
• What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object.

02/16/2023

Data Needs with P,K,A

Scoreboards (Encompass) Memberships (Encompass) Decision Analytics (Encompass)

if learner.group contains "(Encompass)": add learner to "()" group

Student, Encompass, Reach, Finance, HCM <-- Common arrangement or combination of products.
All enterprise products - ERP, CIS, CRM, and maybe for their alumni association.
Userbase of reach... which means:
    Reach, Student, Finance at Enterprise level.
    Encompass at Essential

KC working on logic to make sure we can know what to design Logic is:

• Is their domain Anthology.com
  • if no: are they a known subscriber?
  • if no: contact CXM

Question from Patrycja - what is the difference between async and sync courses?

• Cohort, 8-12 weeks, facilitated by "teachers", and they exist only in Bb academy --> Want to add to Northpass, but not a priority.
• Async, move through it at your own pace.

Roles in their current academy:

Currently using nested folders for differentiating content based on roles. What they are thinking is

02/23/2023

Questions from KC

As we think about our existing content and products, they are at different states of maturity for the learner experience of that product. For example, has the most advanced and cohesive content regarding the product. Student, on the other hand, is all short, micro-learning without a whole bunch of cohesiveness. From their perspective of "selling" the academy. As a client, you'll get LPs, ILTs, etc. For student, there won't be any courses anytime soon - so how can we sell value with the "resources" library, etc?

• Question: can we hide sub navigation links depending on the product/setup? <-- YES!
• The problem they are looking to solve by this question is when marketing, they say, "your academy has xyz" and then client's complain when something isn't available.

This will be a similar setup across the entire customer base. Some products will have ILTs, some will have LPs, some will have courses and others won't They will need to hide navigation for any non-available course.

Question from Mike: KC mentioned the BB side of things. They have a separate instance and they are working on how to get that content ready so it is part of the new combined academy. The most useful exercise in the sandbox for him is to dummy it.

They have "playlist" type courses. 4x videos of 2:15 in length. They want to keep these distinct, and don't use the language of "course" because it's not a course. They need a course property boolean to skip overview page; completion page, etc.

04/06/2023

DONE: Ask if we can invite KC to their Wistia Project DONE: Create ExcelSheet for what Northpass needs to accurately update the SRT file. WARN: Wants to start uploading within the week

Content Creators will begin again with 1.0 versioning Content creators will also be updating content "once in a blue moon" or when the product necessitates it.

05/24/2023

Implementation Update & Questions

Questions:

• From last meeting, wanted to discuss LinkedIn Learning. They have an LiL account that all employees have access to. How to integrate it into Northpass? Anthology has Enterprise Account.
• Wilson's Scenario: Learning Path in Northpass for CS agents. In that1, they want to bring in Product training1, and also go through a LinkedIn Learning video on "CS fundamentals". He wants it to be "presented" to learners as a seamless experience in learning.
• Manju: can he take LinkedIn Learning analytics into Northpass? No.