‹ Home
Exported

Wordworks

Robyn, Project Manager at Matogen DigitalIan Parsons, Head Chef at Matogen DigitalLaura Hurley, Designer, UX and Engagement Specialist at Matogen DigitalDavid Mundell, Developer at Matogen DigitalRonel van Heerden, Designer at UnfoldRoule Le Roux, Designer at UnfoldAnna van der Westhuizen, Project Manager at UnfoldJane Coombe, Strategic & Programme Consultant at WordworksRowen Ravera-Bauer, Technical advisor at WordworksJacqui Botha, Materials Design and Production Manager at WordworksXoliswa Shandu, Matogen DigitalThabisile Seme, Monitoring, Evaluation & Learning (MEL) Manager at WordworksAnnakie Gammon, Salesforce Consultant at WordworksJohnny Sheridan, Sales Boss at Matogen DigitalPatience Kudyatasa, QA Specialist
Agenda by Robyn ·

📈 22 November - Agenda

  • If a new LMS course or resource is added to website post launch, what would be required to ensure it maps to Salesforce?
  • Focus of the meeting on Friday (Wordworks) It would mean the focus of that meeting will shift to looking at costings for automations on SF, and finalising that piece of the puzzle. 

Comments & Events

Robyn, Project Manager at Matogen Digital Robyn, Project Manager
### Quick summary from Tactiq (somehow we got some credits to use this and so happy it was possible on this meeting) 

During this meeting, Ian, Robyn, Jane, Rowen, Annakie, Thabisile, and Jacqui discussed the integration of Salesforce with other platforms, the cost implications of using SMS and WhatsApp for communication, and the need for automation versus manual processes. They also addressed the progress of website prototypes and the importance of defining data requirements for Salesforce. The team agreed on the next steps, including meetings to finalize data structures and workflows.

### Action items for Ian


- [ ] Meet with Annakie to discuss Salesforce data structure and integration with WordPress.

- [ ] Provide a list of metadata available on LearnDash, WooCommerce, and other platforms to Jane and the team.

- [ ] Coordinate with Annakie on the best way to push data from WordPress to Salesforce.

### Action items for Robyn


- [ ] Coordinate with Roule to review the website prototypes and ensure they are ready for development.

- [ ] Update the project schedule with the latest changes and share it with the team.

- [ ] Plan for the end-of-year work schedule and communicate it to the team.

### Action items for Jane


- [ ] Review the list of metadata provided by Ian and determine what data is needed for Salesforce.

- [ ] Organize a meeting with Pauline, Thabisile, and Rowen to finalize workflows and automation needs.

- [ ] Ensure that the prototype feedback is incorporated into the final design.

### Action items for Rowen


- [ ] Assist Jane in reviewing the Salesforce automation needs and workflows.

- [ ] Participate in the meeting with Pauline and the team to finalize workflows.

- [ ] Review the published website prototypes and provide feedback.

### Action items for Annakie

- [ ] Meet with Ian to discuss Salesforce data structure and integration details.

- [ ] Prepare Salesforce to accommodate the necessary data fields based on the team's decisions.

- [ ] Assist in the meeting with Jane and the team to discuss workflows and automation.
Notified 4 people