User:Maimai

Create a login for a bank to CEM Bank setup

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

Step 4 - Create data cache

Create a questionnaire cache (used in realtime elements)

• Name: CEM Bank - [Bank Name]
• Parent: folder created in Step 2

• Questionnaire template: CEM - Existing clients, Bank (Pilot 01)
• Questionnaire: 8386cat - CEM Bank Intelligence
• Conditions
  • Include all except test data
  • Filter on question Q4, value = [bank's answer option value]

• Columns: Q25, Q35, Q110, StartDate

Rebuild the data cache.

Assign observer access to the group created in Step 3

Step 5 - Create diagrams

Location for diagrams: folder created in Step 2

Top 5 performance

• Name format: CEM Bank - [Bank Name] - Top 5
• Stylesheet: CEM Bank Intelligence - My Portal

1. Open diagram: CEM Bank - Danske Bank - Top 5 - Copy 1, click Save as button to make a copy, name it as the current bank
2. Open the new diagram, change the expressions to use the current bank instead of Danske Bank (by changing the condition for Q4)

3. Change inline stylesheet to include 5 custom labels

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

• Name: CEM Bank - [Bank Name] - NPS udvikling
• Stylesheet: CEM Bank Intelligence - My Portal - Danske Bank
• Steps:
  • Open CEM Bank - Danske Bank - NPS udvikling
  • Save as the new diagram
  • Change Q4 condition in expressions

Vigtighed: bankøkonomi

• Name: CEM Bank - [Bank Name] - Sund økonomi
• Stylesheet: CEM Bank Intelligence - My Portal - 2
• Steps:
  • Open CEM Bank - Danske Bank - Sund økonomi
  • Save as the new diagram
  • Fix Q4 condition in the expressions to have the current bank's answer option value

Kundeafgang

• Name: CEM Bank - [Bank Name] - Kundeafgang
• Stylesheet: CEM Bank Intelligence - My Portal
• Steps:
  • Open CEM Bank - Danske Bank - Kundeafgang
  • Save as the new diagram
  • Fix Q4 condition in the expressions to have the current bank's answer option value

Step 6 - Create MyPortal elements

Common elements shared among banks:

MyPortal Name	Resource Name	Diagram Name
CEM Databank	CEM Bank Intelligence - Note
Fordeling NPS	CEM Bank - Fordeling NPS	CEM Bank - Fordeling NPS
Klageoversigt	CEM Bank Intelligece - Complaints	CEM Bank Intelligence - Complaints

Create Portal elements for each diagrams created in step 5

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 - [Bank Name] - Kundeafgang	CEM Bank - [Bank Name] - Kundeafgang

Create 2 user-defined elements for each bank:

MyPortal Name	Resource Name
Realtime kundeklager	CEM Bank - [Bank Name] - Realtime kundeklager
Realtime rådgiver input	CEM Bank - [Bank Name] - Realtime rådgiver input

In order to have those elements shown in MyPortal Page, we need to:

• Grant observer resource access to the elements for the group created in Step 3
• Add the elements to CEM Bank User template

Step 7 - Monitor site setting

Monitor: 8386CAT - CEM BANK Intelligence

• Locate the group created in step 3
• Edit monitor access for that user

• Select only Bank among the top level items

• Under Bank - Salg - Kunder - Klager, select:
  • Klageoversigt - tracking
  • Klageoversigt
  • The current bank (Sydbank for example)