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Oscar Lafarga edited this page May 6, 2020 · 6 revisions

Hashr8

Video Summary: https://www.loom.com/share/038e8191677a48af88214a90b267ae23

Notes From Client 4/25

  • Hashr8 Facility Locator
  • Deal configurator
  • Internal PHP Panel
  • Plug facilities in as a “deal” with terms and
  • Customer is redirected to iframe with facility’s Master Service Agreement
  • Docusign provided by facility
  • Shipping label provided to customer
  • Payment taken on our site, in full upfront
  • Configure processor to send us our fee and rest to facility
  • Set up recurring billing so it auto charges every month
  • Facility Approvals:
  • Complete questionnaire
  • Facility photos submitted for approval
  • Provide virtual tour via zoom
  • Legal agreements with each facility, deal points and commission percentages
  • Facility Listings
  • 5 photos
  • External
  • Internal
  • Shelving
  • Customer Option
  • Customer Option
  • All photos submitted for approval must also have paper with date and facility name in photo
  • All-in $/kwh
  • Deal Notes
  • Any special incentives for clients (custom firmware, immersion, etc)
  • Check box for virtual tours
  • Check box for on-site visits allowed

Notes 4/30 Call

  • Budget: $15K - $25K

Build a UX flow for:

Facility Operators

  • Collecting facility information (Google Forms?)
  • Approving facilities internally
  • Approved facilities show up immediately on the website
  • More UI???

Miner Tenants

  • Select facility
  • Submit payment (Stripe for payment processing)
  • Sign Master Service Agreement with Facility Operator (Docusign, Eversign, etc)
  • Receive a shipping label by email to send the mining hardware
  • More UI???

Two Types of Users:

  • Facility Operators
  • Miner Tenants

Todos

  • Design UI in Figma
  • Review codebase to see if it needs to be reimplemented
  • Draft Development Plan with feature details + quotes

WorkSTEPS

Notes 2/26

Evaluating iPASS

  • Taleo/Workday/UltiPro/Peoplesoft

CloudConnectors

  • Environment = VM
  • Multiple resources can be added to a single environment (one for each client for example)
  • Seems a bit less robust than Magic, but still viable
  • Salesforce seemed newer and less developed which may not be ideal

SF Apex: Email Attachments

  • Documents uploaded at a specific point in the flow should be tracked and sent along with an email

Notes 2/11

  • Review Testing software
  • Jorge: IT Manager (most knowledgeable person on Testing software)
  • Variations of a test for different positions... technical implications?

Candidate Management

  • Is the PDF file generated on the backend? Yes as an independent file
  • e-signing functionality is custom or API-integrated?
  • File conversion complexity !!! (currently HTML to .doc -Jorge)
  • Locate exactly the interaction that links the test with the candidate for reporting. Start Testing? Or some protocol completed?
  • Who is uploading documents?

Client Management

  • Client > Facility > Position
  • Types of position-specific protocols (Lift + Task)

Features

  • Candidate Management
  • Client Management
  • Interactive Testing

Feedback

  • When was the candidate created in Recently Created

Jorge

  • How does the barcode get generated? (just a database ID represented)
  • Owner Billing Code is the master key for access?
  • Are Reports "hard-coded" or customizable?
  • Reporting is heavy, every single one?
  • Downloads = Media
  • Approach to upgrade?
  • Confirm PAVE piece
  • No staging environment?

FEATURE CREEP who draws the line

Notes 2/10

  • Jay is the PM (Plantation office?) 4am EST to 1pm EST hours
  • 2 devs, 1 team lead
  • Testing software (Python) team lead
  • Salesforce team lead
  • Meeting format: Updates on 3 projects
  • Atlassian planning tool
  • Starting off asking for feedback, project owners
  • Need to identify roles...
  • stage-testing.worksteps.com
  • Smart Search API 3rd party vendor
  • Source code management
  • Andy is product owner of Scheduling software?
  • Retiring QuickSTEPS = accounting?
  • worksteps.lightning.force.com
  • bug reporting should be easy... need to guide to see clear steps to reproduce

Qs

  • What requires sign-off from Stephen? Is he on every weekly call?
  • Feature description of multi-clinic search

With Alex

  • WS providers: physicians + occ health

  • $5k p dv

  • What are your 1 and 3 month expectations

  • Technical engineering QA? Or process optimzation?

  • Sending emails when appointments are made through Salesforce (with file attachment)

  • Migration of old tests

  • 2-way flow Salesforce-TES

  • Resolving duplicate/conflicting data

  • Restructuring pricing data

Xilo?

Thompson

  • Vision and hearing tests
  • Analyze testing software data model for integration

Future Roadmap

  • Marin designing new frontend for submitting test results
  • Salesforce to Customer integrations... When appointments are made, when employees are created as contacts
  • Partnership with HCMS: Analytics on workers comp to fix employer health plans... predictive ROI built... want to build a UI
  • B2C Sleep integrations... data lives in Salesforce, ResMed

Notes 2/6

WorkSTEPS company

  • Candidates that receive a job offer need to be tested on whether they can do the job
  • Medical history test (~25 questions)
  • Full physical test (after medial history is approved)
  • Quantifying rehabilitation costs
  • Job Simulation tests (Pave)
  • Safety services added after merger with Eureco (occupational health)
  • On-site safety reviews added on to job analysis
  • Consulting for occ-health for employers developing program to manage health risks for employees
  • Screening for sleep apnea for drivers

Data Collection (Testing software)

  • Very poor UIUX: Design overhaul in progress
  • 1 FT dev with Chateau working on new features
  • Medical history not currently in here
  • Review processes on FT dev with Chateau
  • Combining all these services is very high value

Scheduling software

  • Legacy system in process of being phased out
  • Physical therapists vs employers
  • corporate client vs closed client
  • Corporate account:
  • Disney -> all employment runs through Worksteps: finding a PT office for employee/candidate
  • Billing is covered: 00 per test, 0 per appointment
  • Field account:
  • PT is paying WorkSteps for testing fees but the employer bills direct to PT
  • Scheduling software for corporate clients (Cox)

SalesForce

  • Sales to clients and PT
  • Scheduling
  • Testing software
  • Everything as a source of truth except testing
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