Re: Please Review: Important Medallia Update

From
Timothy Thompson-Cook <timothy.thompsoncook@thekey.com>
To
Alex Hodges <ahodges@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Carol Miller <carol.miller@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jennifer Muskat <jmuskat@thekey.com>, Jay Skypeck <jason.skypeck@homecareassistance.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, KJ Babatid <kbabatid@thekey.com>, Claudia Hernandez <chernandez@homecareassistance.com>, Steve Sudberry <ssudberry@homecareassistance.com>, Pete DaCosta <peter.dacosta@thekey.com>, Amy Harris <aharris@thekey.com>, Will Reid <wreid@thekey.com>, Renee Anter <renee.anter@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Triff Cook <triff@thekey.com>, James Patchett <jpatchett@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Alicia Broussard <abroussard@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Angie Markwell <angie.markwell@thekey.com>, Chen Xie <chen@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Aileen Ruffin <aruffin@thekey.com>, Keri Thrush <kthrush@thekey.com>, Andy Feldman <afeldman@thekey.com>
Date
Mon, 3 Oct 2022 21:42:10 -0700
Folder
INBOX
--000000000000fd8f2805ea2e1500 Content-Type: multipart/alternative; boundary="000000000000fd8f2705ea2e15ff" --000000000000fd8f2705ea2e15ff Content-Type: text/plain; charset="UTF-8" Thanks Alex. Tim On Mon, Oct 3, 2022 at 6:20 PM Alex Hodges wrote: > Hi, > > There were some changes to your dashboard today. Review and please let me > know if you have any questions. > > *1. *The first section of your dashboard tells you how you are doing THIS > QUARTER (Q4). Your scores in your dial and chart changed or went to 0. > That's because we started a new quarter. Responses from September or > earlier are no longer counted. > > *2.* A new section was added which shows your region's score's over the > past 6 months. This will help remind you which business units historically > have strong performance and which are your biggest opportunities. > > 3. I added a FAQ sheet at the very bottom and linked here > > . > > *# 1 Screenshot (How Am I Doing This Quarter)* > [image: image.png] > [image: image.png] > [image: image.png] > > *# 2 Screenshot (Where are my biggest opportunities or strengths?)* > [image: image.png] > > > > On Fri, Sep 23, 2022 at 1:01 PM Alex Hodges wrote: > >> Hi Regional Directors, >> >> We have made important changes to your Medallia account & dashboard. >> Please review the changes and check out the new dashboard. Please let me >> know if you have any questions at all! >> >> *Changes* >> 1. *Your account is automatically filtered for your region's feedback* >> in your dashboard and emailed reports. You'll only see what matters to you! >> As a part of this change, your historical filters were removed. >> Instructions on how to create filters are on slides 10-12 >> >> . >> >> 2. *You have a new dashboard * that >> allows you to track progress against your Office Team NPS Goal. Your >> dashboard automatically filters for the current quarter's results so you >> will be looking at Q3's scores. Breakdown of the new dashboard below. >> >> 3. If you want to see all your client feedback, like before, you can >> click "All Client Feedback" in the blue header. >> >> *Office Team NPS Dial* - Your region's Office Team NPS for the current >> quarter is the number in the middle. Your score will increase if a client >> rates their satisfaction with their office team a 10 or a 9. A reminder of >> how NPS is calculated is on slide 11 >> >> . >> >> [image: image.png] >> >> *Business Unit Breakdown*: The Office Team NPS for each business unit in >> your region is here. This will help you understand the strengths and >> opportunities in your region. >> [image: image.png] >> >> This shows all your recent ratings for the Office Team Satisfaction >> Question. You can review the entire response (ratings and comments) like >> your previous dashboards. >> [image: image.png] >> >> -- >> Alex Hodges >> Manager Customer Experience >> * Please note my email has changed: * >> ahodges@thekey.com >> TheKey.com >> [image: TheKey] >> > > > -- > Alex Hodges > Manager Customer E

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