For those utilizing Gainsight CE (F.K.A. Northpass) across multiple use cases and user bases, we're curious about your approach to managing content, people, analytics, and more.
Specifically, do you manage these aspects within a single instance of CE or across multiple instances?
Here are a few items to keep in mind:
- Authentication: CE supports one authentication method per instance. If you aim to have both user bases share login methods, this can be achieved within a single instance. However, if your external users use SSO while internal employees utilize a separate login, separate instances may be necessary.
- Content Management: If both user groups will be seeing some of the same courses, updating content is streamlined within a single instance, as changes only need to be made once. However, with multiple instances, administrators must update content in multiple locations.
- Groups: Utilizing groups in CE allows for effective segmentation of content to specific user groups. This is done by differentiating between assigned courses and openly available content using a learner dashboard and an open catalog option. .
- Design: You may aim to tailor the look and feel of a CE instance based on varying user groups if you’d rather they be going through a different learning journey within your academy.
- Integration data: Integration with other platforms, such as Gainsight CS or HubSpot CRM, seamlessly occurs when utilizing one CE instance. Keep this in mind to maintain clean data across integrated systems.
- Analytics- Analyzing overall data from your courses, learning paths, quizzes, events, etc. in the Analytics dashboards within CE, you will see all activity from all users in a CE instance. Note that only specific CE native dashboards may offer filtering by group.
Feel free to share your strategies and any challenges you've encountered!