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User:Maimai: Difference between revisions

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=Create a login for a bank to CEM Bank setup=
= Questionnaire specification  =
==Step 1 - Create a user==
*Resource template: CEM Bank User
*Extra resource access:
==Step 2 - Create a folder==
*Name: Bank name
*Parent resource: CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence
==Step 3 - Create a group==
*Resource template: Standard Group
*Parent resource: folder in Step 2
*Extra resource access:
*Optimization: a new group resource template?
*Add the user in step 1 to the new group
*Add navigation to My Portal page for the group
[[Image:Group_navigation_access.png]]


==Step 4 - Create data cache==
*Layout
Create a questionnaire cache (used in realtime elements)<br/>
*Cati status&nbsp;outcome set
*Name: CEM Bank - [Bank Name]
*Parent: folder created in Step 2


*Questionnaire template: CEM - Existing clients, Bank (Pilot 01)
== Question  ==
*Questionnaire: 8386cat - CEM Bank Intelligence
*Conditions
**Include all except test data
**Filter on question Q4, value = [bank's answer option value]
[[Image:CEM_Bank_-_DCS_setting.png]]
*Columns: Q25, Q35, Q110, StartDate


Rebuild the data cache.
*Label
*Type
*Text
**Language
*Answer options
**Value &amp; Text
**Semi open answer option value
**Max value
**Randomize?
**Rotate?
*Sub questions
**Rotate?
**Randomize?
*Conditions
**Show if
**Go to question if
**Exclude answer options if
**Exclude answer option from
**Include answer option if
**Include answer option from
**Exclude sub question if
**Include sub question if
*Is scripted? special action need to be taken
*Points
*RPQ Status
*Others (anything not mentioned in the previous parts)


Assign observer access to the group created in Step 3
==Note==
*English command is a must
*If questionnaire's display is different from what usuallly generated by the system, highlight it
*It is ok if the consultant use either list or table for grid questions in the document (whatever can be achieved fast from what given by the customer)
*If exact text format (font size, font style...) should be kept, highlight it
*Sub question's index starts from 0, answer option value starts from 1 (if no special values are mentioned)
*Any discussions regarding the questionnaire in DK (if there are) must have a conclusion before sending the document to VN
= Tracking monitoring =


== Step 5 - Create diagrams  ==
== Workflow template ==


Location for diagrams: folder created in Step 2<br>
Automated Tracking - standard update 2008-04-08


=== Top 5 performance ===
== Panel questionnaires ==


[[Image:Nordea - Top 5.png]]<br>
{| class="VerticalTable" border="1"
 
*Name format: <span style="color: #ff0000">CEM Bank - [Bank Name] - Top 5</span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal</span>
 
1. Open diagram: <span style="color: #ff0000">CEM Bank - Danske Bank - Top 5 - Copy 1</span>, click Save as button to make a copy, name it as the current bank<br>2. Open the new diagram, change the expressions to use the current bank instead of Danske Bank (by changing the condition for <span style="color: #ff0000">Q4</span>)<br>
 
[[Image:Top 5 Performance 1.png]]<br>
 
3. Change inline stylesheet to include 5 custom labels<br>
 
<br>
 
{| border="1"
|-
! Label
! X
! Y
|-
| God online løsning
| 17
| 47
|-
| Kompetent rådgivning
| 82
| 47
|-
| Yder personlig service
| 80
| 95
|-
| Behandler mig seriøst
| 22
| 95
|-
| Nemme at kontakte
| 52
| 5
|}
 
=== NPS Udvikling  ===
 
[[Image:Nordea - NPS Udvikling.png]]<br>
 
*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - NPS udvikling </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - Danske Bank </span>
*Steps:
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - NPS udvikling </span>
**Save as the new diagram
**Change <span style="color: #ff0000">Q4 </span>condition in expressions
 
[[Image:Nordea - NPS - 2.png]]
 
=== Vigtighed: bankøkonomi  ===
 
[[Image:Nordea - Sund økonomi.png]]
 
*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Sund økonomi </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - 2</span>
*Steps:
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Sund økonomi </span>
**Save as the new diagram
**Fix Q4 condition in the expressions to have the current bank's answer option value
 
[[Image:Nordea - Sund økonomi 2.png]]
 
=== Kundeafgang ===
 
[[Image:Nordea - Kundeafgang.png]]
 
*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Kundeafgang </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal </span>
*Steps:
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Kundeafgang </span>
**Save as the new diagram
**Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value
 
[[Image:Nordea - Kundeafgang 2.png]]
 
== Step 6 - Create MyPortal elements  ==
 
Stylesheet for diagrams: CEM Bank Intelligence - My Portal
 
Elements created for each bank:<br>
 
{| border="1"
|-
! MyPortal Name
! Resource Name
! Diagram Name
|-
| Top 5 performance
| CEM Bank - [Bank Name] - Top 5
| CEM Bank - [Bank Name] - Top 5
|-
| NPS Udvikling
| CEM Bank - [Bank Name] - NPS udvikling
| CEM Bank - [Bank Name] - NPS udvikling
|-
| Vigtighed: bankøkonomi
| CEM Bank - [Bank Name] - Forventer sund bankøkonomi
| CEM Bank - [Bank Name] - Sund økonomi
|-
| Kundeafgang
| CEM Bank&nbsp;- [Bank Name] - Kundeafgang
| CEM Bank - [Bank Name] - Kundeafgang
|-
| Realtime kundeklager
| CEM Bank - [Bank Name] - Realtime kundeklager
|
|-
|-
| Realtime rådgiver input
! Country
| CEM Bank&nbsp;- [Bank Name] - Realtime rådgiver input
! Questionnaire
|
|}
 
Common elements shared among banks:<br>
 
{| border="1"
|-
|-
! MyPortal Name
| Denmark
! Resource Name
| Internet Panel: DK 04 Current Profile
! Diagram Name
|-
|-
| CEM Databank
| Norway
| CEM Bank Intelligence - Note
| CATINÉT INTERNET PANEL: Standard demographics NO
|  
|-
|-
| Fordeling NPS
| Sweden
| CEM Bank - Fordeling NPS
| CATINÉT INTERNET PANEL: Standard demographics SE
| CEM Bank - Fordeling NPS
|-
|-
| Klageoversigt
| Finland
| CEM Bank Intelligece - Complaints
| CATINÉT INTERNET PANEL: Standard demographics FI
| CEM Bank Intelligence - Complaints
|}
|}


In order to have those elements shown in MyPortal Page, we need to:
== Test environment  ==
 
*Grant observer resource access to the elements for the group created in Step 3
*Push the elements onto the group's page
 
[[Image:CEM Portal - Push 1.png]] <br>[[Image:CEM Portal - Push 2.png]]


==Step 7 - Monitor site setting==
*Site: <span style="color: #ff0000">dragon.catglobe.com</span>
Monitor: 8386CAT - CEM BANK Intelligence<br/>
*Folder: <span style="color: #ff0000">Tracking monitoring</span>
*Locate the group created in step 3
*Questionnaire: <span style="color: #ff0000">8386cat CEM Bank Intelligence - Mailout</span>
*Edit monitor access for that user
*Panel questionnaire: <span style="color: #ff0000">Mai's Folder - Do not touch!\Panel\Internet Panel: DK 04 Current Profile</span>
[[Image:CEM_Monitor_Access_1.png]]
*Mailout group: <span style="color: #ff0000">Mailout group - 8386cat CEM Bank Intelligence</span>  
*Select only Bank among the top level items
**Resource id: <span style="color: #ff0000">6109441</span>
[[Image:CEM_Monitor_Access_2.png]]
**Rules:  
*Under Bank - Salg - Kunder - Klager, select:
***All: <span style="color: #ff0000">92318 </span>
**Klageoversigt - tracking
*Workflow: <span style="color: #ff0000">8386cat - CEM Bank Intelligence</span>
**Klageoversigt
*Bulkmail: <span style="color: #ff0000">8386cat - Invitation 2</span>
**The current bank (Sydbank for example)
**Id: <span style="color: #ff0000">5595</span>
[[Image:CEM_Monitor_Access_3.png]]
*Dummy RPQ: <span style="color: #ff0000">18116732 </span>

Latest revision as of 02:25, 13 March 2009

Questionnaire specification

  • Layout
  • Cati status outcome set

Question

  • Label
  • Type
  • Text
    • Language
  • Answer options
    • Value & Text
    • Semi open answer option value
    • Max value
    • Randomize?
    • Rotate?
  • Sub questions
    • Rotate?
    • Randomize?
  • Conditions
    • Show if
    • Go to question if
    • Exclude answer options if
    • Exclude answer option from
    • Include answer option if
    • Include answer option from
    • Exclude sub question if
    • Include sub question if
  • Is scripted? special action need to be taken
  • Points
  • RPQ Status
  • Others (anything not mentioned in the previous parts)

Note

  • English command is a must
  • If questionnaire's display is different from what usuallly generated by the system, highlight it
  • It is ok if the consultant use either list or table for grid questions in the document (whatever can be achieved fast from what given by the customer)
  • If exact text format (font size, font style...) should be kept, highlight it
  • Sub question's index starts from 0, answer option value starts from 1 (if no special values are mentioned)
  • Any discussions regarding the questionnaire in DK (if there are) must have a conclusion before sending the document to VN

Tracking monitoring

Workflow template

Automated Tracking - standard update 2008-04-08

Panel questionnaires

Country Questionnaire
Denmark Internet Panel: DK 04 Current Profile
Norway CATINÉT INTERNET PANEL: Standard demographics NO
Sweden CATINÉT INTERNET PANEL: Standard demographics SE
Finland CATINÉT INTERNET PANEL: Standard demographics FI

Test environment

  • Site: dragon.catglobe.com
  • Folder: Tracking monitoring
  • Questionnaire: 8386cat CEM Bank Intelligence - Mailout
  • Panel questionnaire: Mai's Folder - Do not touch!\Panel\Internet Panel: DK 04 Current Profile
  • Mailout group: Mailout group - 8386cat CEM Bank Intelligence
    • Resource id: 6109441
    • Rules:
      • All: 92318
  • Workflow: 8386cat - CEM Bank Intelligence
  • Bulkmail: 8386cat - Invitation 2
    • Id: 5595
  • Dummy RPQ: 18116732
Retrieved from "https://wiki.catglobe.com/index.php?title=User:Maimai&oldid=4799"
Last modified
This page was last edited on 13 March 2009, at 02:25.