CEM BANK - Weekly tasks on Monday

Introduction

There are several steps that needs to be done each Monday morning (Danish time) to ensure that data collected in the previous week is used correctly in the reporting monitor, and that the information text on the My Portal is correct.

Steps

Step 1 - Add week to axis set

Add the last week to the data cache axis set. The reason that this needs to be done is that the user will use this axis in the cross tabulation.

• Data cache: 8386cat - CEM Bank Intelligence
  
• Axis: - - Uge
  
• Add an extra option that refers to the last week’s week number (name and value).

Step 2 - Change time frame and rebuild data cache

• Change the end date in the time frame so the DCS only includes data collected before Monday in the current week, which means 23:59:59 on Sunday (DK time)
• Save and rebuild the DCS

Step 3 - Modify information text

Modify the text in the information box that is shown to the user on the My Portal-page.

• My Portal element: CEM Bank Intelligence - Note
• Navigate to the tab Detailed description (default) and enter the total number of interviews collected in the third line.
• Change the date on the forth line so it refers to the same date that you defined as end date in the DCS time frame (date of last Sunday). These are the Danish month abbreviations that you will need throughout the year: jan, feb, mar, apr, maj, jun, jul, aug, sep, okt, nov, dec

Step 4 - Modify the My Portal complaints overview

There is a complaint overview on the My Portal page, which should be sorted descendingly on the percentages of complaints: CEM Bank Intelligece - Complaints


Spreadsheet: CEM Bank Intelligence - Complaints.

After rebuiling the DCS, the data is now updated, which causes the percentages of complaints to change, we need to sort the rows in the spreadsheet based on their calculated values. When moving the rows, remember to change the expressions in Klager column to have the correct cell references.

Step 5 - Modify NPS Udvikling

Portal element name:CEM Bank - Danske Bank - NPS udvikling

Spreadsheet: CEM Bank - Danske Bank - NPS udvikling

• This diagram needs to be updated every 2 weeks, a new row of the last couple of weeks will be added to the diagram
• There must be always 10 weeks data used in the diagram, which means that there are always 5 rows in column A
• Week ranges in Detractors and Promoters must be updated

Step 6 - Modify Skifte bank/Innovation

Portal element: CEM Bank - Danske Bank - Innovation/complaint over time


Spreadsheet: CEM Bank - Danske Bank - Change bank - innovation

• This diagram needs to be updated every 2 weeks, the first row in the diagram will be removed, the new row of the last couple of weeks will be added.
  
• There must always be 5 rows in the diagram.
  
• Week ranges must be changed in the other columns
  

Step 7 - Update realtime elements

• Portal elements:
  • CEM Bank - Realtime kundeklager
  • CEM Bank - Realtime Market FBI
  • CEM Bank - Realtime rådgiver input
  • CEM Bank - Realtime kundeklager - Arbejdernes Landsbank
  • CEM Bank - Realtime rådgiver input - Arbejdernes Landsbank

Rebuild the below data caches every week, gets only data in the last 2 weeks.

• Data cache:
  • 8386cat - CEM Bank Intelligence - OPEN
  • CEM BANK Intelligence - OPEN - Arbejdernes Landsbank