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 Ambassadørscore	CEM Bank - Fordeling Ambassadørscore	CEM Bank - Danske Bank - Ambassadørscore
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 ( HTML content of Detail description should not be blank)

• 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

In my opinion, I like to arrange the elements like the picture below

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)