Toggle search
Toggle menu
876
3.8K
30.2K
279.1K
Catglobe Wiki
Toggle preferences menu
Toggle personal menu
Not logged in
Your IP address will be publicly visible if you make any edits.

User:Maimai: Difference between revisions

More actions
← Older editNewer edit →
VisualWikitext
mNo edit summary
mNo edit summary
Line 1: Line 1:
=Create a login for a bank to CEM Bank setup=
= Create a login for a bank to CEM Bank setup =
==Step 1 - Create a user==
 
*Resource template: CEM Bank User
== Step 1 - Create a user ==
*Extra resource access:
 
==Step 2 - Create a folder==
*Resource template: <span style="color: #ff0000">CEM Bank User </span>
*Name: Bank name
 
*Parent resource: CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence
== Step 2 - Create a folder ==
==Step 3 - Create a group==
 
*Resource template: Standard Group
*Name: [Bank Name]
*Parent resource: folder in Step 2
*Parent resource: <span style="color: #ff0000">CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence </span>
*Extra resource access:
 
*Optimization: a new group resource template?
== Step 3 - Create a group ==
*Add the user in step 1 to the new group
 
*Resource template: <span style="color: #ff0000">Standard Group </span>
*Parent resource: folder in Step 2  
*Add the user in step 1 to the new group  
*Add navigation to My Portal page for the group
*Add navigation to My Portal page for the group
[[Image:Group_navigation_access.png]]


==Step 4 - Create data cache==
[[Image:Group navigation access.png]]
Create a questionnaire cache (used in realtime elements)<br/>
 
*Name: CEM Bank - [Bank Name]
== Step 4 - Create data cache ==
 
Create a questionnaire cache (used in realtime elements)<br>
 
*Name: <span style="color: #ff0000">CEM Bank - [Bank Name]</span>
*Parent: folder created in Step 2
*Parent: folder created in Step 2


*Questionnaire template: CEM - Existing clients, Bank (Pilot 01)
*Questionnaire template: <span style="color: #ff0000">CEM - Existing clients, Bank (Pilot 01)</span>
*Questionnaire: 8386cat - CEM Bank Intelligence
*Questionnaire: <span style="color: #ff0000">8386cat - CEM Bank Intelligence </span>
*Conditions
*Conditions  
**Include all except test data
**Include all except test data  
**Filter on question Q4, value = [bank's answer option value]
**Filter on question <span style="color: #ff0000">Q4</span>, value = [bank's answer option value]
[[Image:CEM_Bank_-_DCS_setting.png]]
 
*Columns: Q25, Q35, Q110, StartDate
[[Image:CEM Bank - DCS setting.png]]  


Rebuild the data cache.
*Columns: <span style="color: #ff0000">Q25, Q35, Q110, StartDate </span>


Assign observer access to the group created in Step 3
Rebuild the data cache.
 
Assign observer access to the group created in Step 3  


== Step 5 - Create diagrams  ==
== Step 5 - Create diagrams  ==
Line 100: Line 108:
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Sund økonomi </span>
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Sund økonomi </span>
**Save as the new diagram  
**Save as the new diagram  
**Fix Q4 condition in the expressions to have the current bank's answer option value
**Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value


[[Image:Nordea - Sund økonomi 2.png]]  
[[Image:Nordea - Sund økonomi 2.png]]  


=== Kundeafgang ===
=== Kundeafgang ===


[[Image:Nordea - Kundeafgang.png]]  
[[Image:Nordea - Kundeafgang.png]]  
Line 115: Line 123:
**Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value
**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]]
[[Image:Nordea - Kundeafgang 2.png]]  


== Step 6 - Create MyPortal elements  ==
== Step 6 - Create MyPortal elements  ==


===Common elements shared among banks===
=== Common elements shared among banks ===
 
{| border="1"
{| border="1"
|-
|-
Line 139: Line 148:
|}
|}


===Create Portal elements for each diagrams created in step 5===
=== Create Portal elements for each diagram created in step 5 ===
 
{| border="1"
{| border="1"
|-
|-
Line 171: Line 181:
*Copy the script in default language, locate function <span style="color: #ff0000">getDCSData</span>, replace <span style="color: #ff0000">dcsId</span><span>'s value</span><span style="color: #ff0000"> </span>with the id of dcs created in Step 4
*Copy the script in default language, locate function <span style="color: #ff0000">getDCSData</span>, replace <span style="color: #ff0000">dcsId</span><span>'s value</span><span style="color: #ff0000"> </span>with the id of dcs created in Step 4


[[Image:Realtime kundeklager2.png]]
[[Image:Realtime kundeklager2.png]]  
 
*Save the element
*Save the element


Line 186: Line 197:
*Save the element
*Save the element


===Show the elements in MyPortal Page===  
=== Show the elements in MyPortal Page ===


*Grant observer resource access to the elements for the group created in Step 3  
*Grant observer resource access to the elements for the group created in Step 3  
*Add the elements to CEM Bank User resource template
*Add the elements to CEM Bank User resource template
[[Image:Myportal_push.png]]<br/>


[[Image:Myportal_push2.png]]<br/>
[[Image:Myportal push.png]]<br>
 
[[Image:Myportal push2.png]]<br>


==Step 7 - Monitor site setting==
== Step 7 - Monitor site setting ==
Monitor: 8386CAT - CEM BANK Intelligence<br/>
 
*Locate the group created in step 3
Monitor: <span style="color: #ff0000">8386CAT - CEM BANK Intelligence</span><br>
 
*Locate the group created in step 3  
*Edit monitor access for that user
*Edit monitor access for that user
[[Image:CEM_Monitor_Access_1.png]]
 
[[Image:CEM Monitor Access 1.png]]  
 
*Select only Bank among the top level items
*Select only Bank among the top level items
[[Image:CEM_Monitor_Access_2.png]]
 
*Under Bank - Salg - Kunder - Klager, select:
[[Image:CEM Monitor Access 2.png]]  
**Klageoversigt - tracking
 
**Klageoversigt
*Under Bank - Salg - Kunder - Klager, select:  
**Klageoversigt - tracking  
**Klageoversigt  
**The current bank (Sydbank for example)
**The current bank (Sydbank for example)
[[Image:CEM_Monitor_Access_3.png]]
 
[[Image:CEM Monitor Access 3.png]]

Revision as of 08:04, 19 February 2009

Create a login for a bank to CEM Bank setup

Step 1 - Create a user

  • Resource template: CEM Bank User

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
  • 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 diagram 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

Realtime kundeklager


  • Create a user-defined portal element with name: CEM Bank - [Bank Name] - Realtime kundeklager
  • Open CEM Bank - Nordea Bank - Realtime kundeklager element
  • Copy the script in default language, locate function getDCSData, replace dcsId's value with the id of dcs created in Step 4

  • Save the element

Realtime rådgiver input


  • Create a user-defined element with name: CEM Bank - [Bank Name] - Realtime rådgiver input
  • Open CEM Bank - Nordea Bank - Realtime rådgiver input element
  • Copy the script in default language, replace dcsId's value with the id of the dcs created in step 4


  • Save the element

Show the elements in MyPortal Page

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

Retrieved from "https://wiki.catglobe.com/index.php?title=User:Maimai&oldid=4121"
Last modified
This page was last edited on 19 February 2009, at 08:04.