172 lines
6.8 KiB
Markdown
172 lines
6.8 KiB
Markdown
# CSM Kick-off (No Patrycja)
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## Notes from Charles prior to Meeting
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**DataSnipper** - Intelligence Audit Platform
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**Current:** Live ILTs (12 Hours per Week)
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**Pains:** Scale, Timezones, Language, Pace, etc.
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**Goals:**
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- Provide Scalability w/o Adding Team Members
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- Reduce Manual Hours of Training
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- Eliminate Discovery of Progress
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- Better User Experience
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**Timeline:**
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- Phased Launch:
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- v1 - Basic Course (relatively quick)
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- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
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- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
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- Webinars will be big component for them tho so just keep in mind
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## Attendees
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- Gabriele, Candide, Dirk, Sangeetha, Rachel
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## Teams
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- A ton of ILTs
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- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
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- Tech-touch approach
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- Gabriele is siloed, this is for new hires
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## Goals and Info
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- First users in early October
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- Data: at least understand how many people are going through the courses
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- Data should be available in Hubspot
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- They are also looking at CSPs.
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- Have refined the ILT approach, so they are good at it.
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- Began with 1:1 training which was too heavy for the team.
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- That approach won't go away, but how can they supplement with asynchronous learning?
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- Content of the larger session is pretty well defined
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- Larger session and then that session is split into two
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- Pace and speed of the sessions - there's a ton of content
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- Feedback: the middle bulk of info is missed because that is the most technical
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- Automation feature is hard to understand.
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- Everyone is currently getting the same training, but this is a good opportunity to split people up.
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## Where are they?
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- Where do I fit into implementation and on-going support?
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- What's best for Patrycja vs me? When should they go to both?
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- Advice on how content is structured
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- Creating interactive and content that can be scalable
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- How to sequence the training over time?
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- Communications - what's best? How to share new content? How to update their progress?
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- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
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DONE: 930 am on Mondays for the standing meeting.
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- Gab and Dirk talking this week about personas.
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- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!
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## 09/25/2023
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### Remaining Sync Items
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Communications deep dive - sender address, footers, options, etc.
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- Gabriele's topic
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- Communications into two "tracks", and within those tracks there are always two tracks
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- Standard onboarding > two macro tracks - high and low performing
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- Comms to announce that learners are registered > main POC on client side
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- Comms with learners about the registration
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- Everything will be triggered based on health --> What does that mean?
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- Broad health categories, if a client falls within a range.
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Overview from Dirk:
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- Content furiously being prepared over last week
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- Content outlines completed
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- Iorad and videos will be completed.
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- First course draft will be completed this week.
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- Internal testers + Norm
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Remaining Items:
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5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users
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- Jost for regularly and Jost Medium for headings.
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- Presentation specifically, default to paginate, not scroll.
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- Change default functionality.
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- Making a file available in the same page as video activity rather than as separate activity
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- Hubspot link within "additional information"
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ILTs & Timezone
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- Local Timezone not showing
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FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
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In addition: activate or deactivate activities based on a property.
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## 10/03/0223
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### Patrycja to provide updates at meeting
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- Dirk and Sangeetha only two DS people to join.
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- Candide to join late if her other meeting cancels.
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**Design Updates:**
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- A ton of progress on the designs and everything is looking good.
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- Patrycja to sync with the engineer later today
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- Opened the floor to questions from Dirk. His questions:
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- Adding a language toggle for content. Leverage in-built Google Translate for browsers.
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- Patrycja mentioned that Google Translate or AI don't work
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- But, apparently, Charles showed them something on a demo at the CSS layer. Need to confirm with Charles.
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- Update Course Viewer to be more like the Course page. Feels like you're moving to another system between course page/LX.
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- There was one shared in Figma - Growth tribe.
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- Dirk showed some examples:
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- They want the TOC to remain on the same side in both LX and Templates. No strong preference to R or L side.
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- Video/Wistia colors are a different blue. Make them DS blue.
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- Header should be same in and outside of LX.
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- Dirk doing deep dive tomorrow morning on what the changes are and will send them over.
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- Patrycja reminded that this was a work in progress, things will be wonky and be updated over time.
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- Questions about Badges - he said he couldn't find them and Patrycja chuckled and let him know that its totally custom.
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- Dirk has some designs, but only one was added to Figma.
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- Internal discussions on the number of activities per course. Some DS people adding a ton of activities.
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- Dirk wants to add time next to section or activities for estimated time to complete
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## 10/10/2023
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### Sender Domains, Milestones, and Custom Domain
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| Record Type | URL | Value|
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|----|----|----|
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| CNAME | np._domainkey.datasnipper.com | np.domainkey.u1860655.wl156.sendgrid.net |
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| CNAME | np2._domainkey.datasnipper.com | np2.domainkey.u1860655.wl156.sendgrid.net |
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| TXT | datasnipper.com | northpass-domain-verification=9e3afad8d68c30cc9c50e8a02afda447 |
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TODO: Add logo to Footer
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Design:
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- Grey-out badges should be more opaque/faded
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- Fix Links in header
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- Add Resources Description on button.
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- Learner preview shows blank page - no header, footer, etc.
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Candide to connect Norm to Gabriele Pipo & IT to help set up the custom domains for email and URL.
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## 10/16/2023
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### Just Dirk
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Notes:
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- Gabriele's launch is at the same time as Dirk's
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- Dirk wants testers in the academy this week.
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- Dirk to ping Daniel about sendgrid sectors
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- Iorad relationship has been great! Did some training with the team lately.
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- Heads down on course content
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- Big thing for Dirk:
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- Get a live environment to have people begin testing
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- Hide the following pages:
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- Learning Paths
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- Catalog
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- "What's next in Intelligent Automation"
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- ILT Cards - Remove descriptions because they don't have consistent copy for each ILT:
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- Unsanitze HTML
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- 4 lines, then ellipses
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- Font size is good
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- For specific webinars, they will be attached CEUs and "attendance time".
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- They also want to collect how many polls an attendee answers in the zoom.
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- Auto opens section of current activity.
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