ML Scoping Meeting Minutes - 06/10/2023
Date: |
06/10/2023 |
Location: |
Online |
Present: |
LSE: Shirley, Natasha, Ben B, Faeza SW: Brett, Richard |
Apologies: |
N/A |
Minutes
Related tickets:
High Level
Separate limited company
So requires separate Organisation & School
Different number range and prefix for all finance transactions (preferably ML-INV-1234)
Nominal Codes - are they the same as the main school?
Different branding
LSE currently not using merged header/footers on any existing documents.
Question over what documents may be required - would like School to be as “admin light” as possible.
Dedicated website aiming to launch 06/11/2023
5 Languages:
French
Italian
Spanish
Japanese
Mandarin
Online Tests
All multi-choice.
French, Spanish, Italian - 40 Qs.
Japanese, Mandarin - 50 Qs
No time limit, but would like to see time taken.
Rule to delete contact details of non-converted students after 6 months.
From website, student lands on test portal
Student enter name and email - system creates Test Result record, checks for existing Account and links or if not creates Lead.
System matches submission of Booking on OBS with any existing Test Results/Leads?
Rich to create the first Italian test.
Create non-Portal Active level records to manage the bandings.
Faeza to send Italian test and bandings.
Rich to send invite for training Ed and Morgan once in place.
Services Structure
Small number of priceitems, large number of Services.
Will be offering discounts - £180 for 6w
Majority of courses at 6w £195, 7w £225. Solid decision.
No Sundries, No Exams, No Reg Fee.
Would like as automated as possible
All Direct, not expecting any Agent Enrolments.
Could set up an AFS record for the School to offer a blanket commission across all ML Services.
Put on a 0% AFS record to prevent any Agents with Default Commission amount applying.
Allow discount/commission on PriceItem.
Evening courses.
Very unlikely for students to do any “combination” courses.
Maybe offer a special “Buy two courses at a discounted rate” - not necessarily consecutive.
Client happy to manage this through promo codes.
Create Service per Language/Sub-Level, for example:
MLIT-A1.0
MLFR-B1.2
MLSP-A1.0
MLSP-A1.0-1
MLSP-A1.1
MLJP-A1.0
MLMN- B1.2
Client to confirm the naming convention of the codes (no spaces)
Require unique Integration Codes per Service.
Entry point to Portal:
Require being able to land on main landing page.
Also specific URLs with parameters for buttons on website.
Website will have a page per language.
Links to specific Service Integration codes in hide/reveal panels.
Schoolworks to consider:
Service Department - What Language?
Create Service Department records per Language
Service Category - What Level?
Create Service Category records for 6 x EU levels and 5 x Non-EU levels
Service
Select Service by Sub-Level
Create sample Services to test.
Schedule meeting with LSE to show demo services, before approving for Morgan to create remaining Services.
Online Booking Form
Related - payment provider
Not expected to take payments at Go Live
Portal to be created, similar to YA portal.
Requires landing page to display Service Department, Category, Group.
Test interaction with main landing page.
Client has sheet for Personal Details Form.
Workflows/Automation
High-level Enrolment Process:
Go to website page
Link to a French test, open to anybody
Take the test (request name and email)
Receive results on screen and an auto email
Same template for all results, but separate per Language - link to Language page on the website.
5 x emails.
Student lands on booking portal
Books and pays
Initially sent email template with Flywire link. This means time will be needed to reconcile the payment.
Auto-Classing - matches single Service with Class
Requires Classes for each of the Services.
no limit on capacity
Create Course Class Relationship.
Tick Auto Class on Class record.
Closer to delivery split out into multiple Classes where required.
Payment Portals
Very quick for Schoolworks to switch on payment through SagePay
Could “test” with ML first, before rolling out to HPG.
Swoosh integration built but not used so far - potentially longer to enable, but not weeks.
Deadlines
Booking Form required 06/11/2023
Services, Form, Tests, Automnations by then.
Teacher Pay
To be dealt with closer to delivery launch. Not critical for initial Go Live.