GatewayHumanitru

Performance Overview

16
Active Users
~29
Total Users (All Time)
87%
Avg Assessment Score
60%
Avg Completion
5
Unique Journeys ℹ️
7.5/10
Avg Delight Score ℹ️
3
Departments ℹ️

Value Delivered

$217K
Annual Savings
Click for breakdown
29:1
Return on Investment
Click for breakdown
85%
Onboarding & Training Time Reduction ℹ️
Click for details
2,700+
Org Hours Saved/Year
Click for breakdown

User Detail

Active UserRoleJourneyCompletionTimeAssessmentLast Active
Sales (5 users) — Sales Onboarding 2025
Kyle McCartyAccount ExecutiveSales Onboarding84%31h88%Sep 15, 2025
Christine RobertsonSolutions ConsultantSales Onboarding84%20h86%Oct 9, 2025
Chris PoeBDRSales Onboarding62%2h79%Oct 23, 2025
Zac ReidBDRSales Onboarding62%25h80%Oct 10, 2025
Charles LewisAccount ExecutiveSales Onboarding50%32h84%Oct 6, 2025
Customer Experience (5 users)
Ellie GroveCSM & Head of SupportCSM Onboarding93%103h94%Jul 22, 2025
Talina GoldsburyImplementation MgrImpl Mgr Onboarding85%92h86%Nov 18, 2025
David SanchezCSMCSM Onboarding74%375h93%Feb 18, 2026
Julie McDearmonSr. CSMCSM Onboarding27%81h88%Feb 24, 2026
Chris CollinsVP Customer ExperienceCSM Onboarding16%27h100%Jul 3, 2025
Product & Engineering (6 users)
Don EmoryEngineerEngineering Onboarding70%1468h83%Mar 1, 2026
Gabby WeissDirector of MarketingMarketing Training69%137h88%Dec 27, 2025
Alberto ChaconSoftware EngineerEngineering - Alberto67%123h92%Feb 6, 2026
Michelle ShefterVP of ProductVP Product Onboarding48%419h80%Feb 2, 2026
Patrick WeiSoftware EngineerProduct Training12%65h90%Feb 1, 2026
Jeff PerezUX/UI DesignerProduct DesignerInvited
📩 Sales team inactive 5+ months — All 5 sales users last active Sep-Oct '25. Kyle & Christine at 84% are close to completion. A push now finishes them off.
💡 Recommendation — Chris Collins: VP CX at 16% completion, last active Jul '25. Re-engagement needed — leadership buy-in drives team adoption.
🎯 Highest engaged: Don Emory (1468h!), Michelle Shefter (419h), David Sanchez (375h) are power users. Ellie Grove at 93% is nearly complete.
💡 Recommendation — Jeff Perez: Invited but hasn't started. Follow up on onboarding — early drop-off is the hardest to recover from.

User Feedback

"Intuitive, easy to follow sidebar menu."
— Humanitru User, Mar 2025
"Loved modularity and knowledge checks. Easy to find and refer back to modules."
— Humanitru User, May 2025
"Follow-along videos helped understand products from client perspective."
— Humanitru User, May 2025
"Very easy to follow along — covers all the basics really well."
— Michelle Shefter, Jun 2025
"Could follow along in own instance of Alpine. Module order well thought out. Love seeing client feedback in roadmap."
— Kyle McCarty, Sep 2025
🌟 Double down on what works — Modular design, follow-along videos, and knowledge checks consistently praised. Expand this format to newer journeys.
Question/Quiz Issues (2 mentions)
Issues answering questions; Q4 in "Grasp Core Nonprofit Concepts" is wrong.
🔧 Quick fix: Review and correct quiz questions. Low-effort, high-trust win.
UI/Visual Bugs (2 mentions)
Colors changed partway through — checkboxes, radio buttons, submit buttons barely visible. Needs more supported file types.
🎨 Fix UI inconsistencies — Color/contrast issues affect usability. Quick CSS fix.
Onboarding Depth (2 mentions)
"Start with more tailored live training on industry first." "Add clear role-specific goals and expectations."
Content Freshness (1 mention)
"One or two items need updating."
📋 Content audit recommended — Review all journeys for outdated material and role-specific alignment.

Journey Reorganization — Migration Recommendations

Based on a full audit of all 14 Humanitru-specific journeys in the current platform. Click each section to expand.

🏗️ Shared Base — Modules in Every Journey

These modules appear in 9-11 of 11 active journeys. Recommend building once and including in all role journeys as the first sections.

SectionModulesTimeInMissing From
What Makes Us Humanitru?Who We Are & What We Do, Brand Guide~19 min10/11Product Training - Patrick (has Who We Are but no Brand Guide)
HR PoliciesTravel & Expense, PTO, Health Benefits, 401(k), Employee Agreement~72 min9/11Product Training - Patrick, General Onboarding (partial — missing 401k & Agreement)
Tech Stack SetupObtain Technology Logins~3 min10/11Product Training - Patrick
Master Nonprofit MarketNonprofit Essentials Cert, Fundraising Cert, Data Concepts~3.5 hrs10/11Dir of Marketing (no nonprofit certs — only product training)
Product FundamentalsAlpine Basics, Dive Deeper into Alpine~3+ hrs10/11General Onboarding (no product modules)
Customer ExperienceUnderstand the Customer Journey~9 min9/11Customer Support Mgr, Product Training - Patrick
FeedbackReflect and Provide Your Feedback~5 min11/11

Total shared base: ~7.5 hours. Every new hire gets this foundation regardless of role.

✅ Proposed Structure — 14 → 5 Journeys
New JourneyReplacesRole-Specific AdditionsTarget Roles
Sales Onboarding & Training Sales Onboarding 2025 (5 users, 68%) — remove "2025" from name Pinecone (Donation Pages) Sales reps, AEs, BDRs
Customer Experience Onboarding & Training CSM Onboarding (5 users, 42% — 38+ modules, too large), Customer Support Mgr (0%, unused), Impl Manager (3 users, 43%), Original Combined (0%, deprecated) CX Philosophy & KPIs, Meet CX Team, Pod Model, HubSpot Support, Rocketlane, Implementation, Evergreen CSMs, Support Mgrs, Impl Mgrs
Product & Engineering Onboarding Engineering Onboarding (3 users, 0%), Engineering - Alberto (1 user, 67% — person-specific), VP Product (1 user, 48% — person-specific), Product Designer (1 user, 0%), Product Training - Patrick (1 user, 12% — person-specific) Dev env setup, Jira & Sprints, Evergreen, Pinecone, Technical Sprints Engineers, Designers, Product, VP
Marketing Onboarding & Training Director of Marketing Training (1 user, 69% — person-specific for Gabby) CX Philosophy, Pod Model, Evergreen, Pinecone (all 3 products) Marketing hires
New Hire Setup Admin New Hire Setup (0% — admin process, keep as-is) HR manager process (not learner-facing) Hiring managers

Result: 14 → 5 journeys. No more person-specific journeys. No duplicated content. Jenelle assigns by role, not by individual.

Archive:

JourneyReason
Engineering - AlbertoPerson-specific (67%) → migrate progress to P&E Onboarding
VP Product OnboardingPerson-specific (48%) → migrate progress to P&E Onboarding
Director of MarketingPerson-specific for Gabby (69%) → migrate progress to Marketing Onboarding
Product Training - PatrickPerson-specific (12%) → migrate progress to P&E Onboarding
Impl + Support (Original)Deprecated (0%) — replaced by separate Impl Mgr + Support Mgr journeys
General Onboarding (×2)Draft/unused (0%) — content absorbed into shared base
Customer Support MgrUnused split (0%) → merge into CX Onboarding
🗺️ Module Mapping — What Goes Where
ModuleSalesCXP&EMarketing
SHARED BASE (all journeys)
Who We Are & What We Do
Brand Guide
HR Policies (5 modules)
Technology Logins
Nonprofit Essentials Cert
Fundraising Essentials Cert
Nonprofit Data Concepts
Alpine Basics + Deep Dive
Customer Journey
Feedback
ROLE-SPECIFIC
Meet Leadership Team
Meet CX Team
Pod Model
CX Philosophy (37 min)
CX Metrics & KPIs
HubSpot Support Course
HubSpot Help Desk
Auto Post-Onboarding
Rocketlane
Pre-Onboarding Setup
Welcome Calls / Exec Calls
Data Discovery / Migration
Evergreen (Events/Volunteers)
Pinecone (Donation Pages)
Setup Dev Environment
Jira & Migrations
Technical Sprints
Sales Demo Recording
Org Chart