13-14 aiesec taiwan annual award data integrity guideline v3

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The document of how to check Salesforce data integrity for 13-14 AIESEC Taiwan Annual Award (National Incentives

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DATA INTEGRITY WIN NATIONAL AWARD !

Best oGCDP

Best oGIP

Best iGCDP

Best iGIP

Overall Excellence

Best Engagement

Best Sustainability

Created by 13-14 AIESEC Taiwan IM NST-Johnny 2014/04/15

Report Lists Everything need to check

Award Qualification Must-complete reports!

Report Criteria How to achieve 100%

Tips & Reminder Work in the right way

FOLLOW GUIDELINE

COMPLETE DATA CHECK REPORT or NO NATIONAL AWARD

REPORT LIST

A  brief  list  of  all  integrity  report  that  LC  will  need  to  achieve Before  _____

oGCDP/oGIP/iGCDP/iGIP

Close  Opp  Report    Match  Report    Realize  Report    

Front Office

Every   exchange   funcFon   needs   to   complete   three   data   integrity  report  of  their  own,  corresponding  to  raise/match/realize  flow.  Raise  is  about  Opportunity,  Match  and  Realize  is  about  Delivery.  

TM  /  FN  /  MarCom

TM  Close  Opp  Report  FN  Closed  AR  Report  MarCom  Campaign  Report  

Back O

ffice

For  example,  oGCDP  needs  to  complete  the  following  reports:  oGCDP  Close  Opp  Report,  oGCDP  Match  Report,  oGCDP  Realize  Report  

For   back   office,   it   is   more   important   to   complete   data  integrity  since  it  affects  the  award  qualificaFon.    

For   example,   to   have   the   qualificaFon   of   best   oGCDP,   you  need  not  only  the  oGCDP  reports,  but  also  TM/FN  reports.    

Award Requirements Best oGCDP Close Opp Report 100%

Match Report 100% Realize Report 100% TMP/TLP Opp Report 100% FN Open/Close AR Rate Report 100%

Best oGIP

Best iGCDP

Best iGIP

Best Engagement MarCom Campaign Data 100% MarCom Leads Data 100%

Best Sustainability

TMP/TLP Opp Report 100% FN Open/Close AR Rate Report 100%

Overall Excellence

Program Report*12/MarCom*2/TXP*1/FN*1 All Report 100%

AWARD QUALIFICATION To  have  the  qualificaFon  of  these  best  award compleFng  the  requiring  report  to  100%

REPORT CRITERIA

HOW TO KNOW

Leads

§  ICX  GCDP  Project  Name      

§  Phone    §  Industry    §  Primary  Contact    

§  Lead  Source    §  Key  Success  Factor    §  Coopera=on  Model    

§  Billing  Street   §  EP  ID    

§  EP  Form  Link    

§  Trainee  Region(GN)    

§  Trainee  Country(MC)    

§  Delivery  Stage  not  equal  to  “Not  Started,  Matching,On  Hold”    

§  Trainee  Name  on  Passport    

§  Trainee  Gender    

§  Trainee  Email    

§  Trainee  Passport    

§  Delivery  Stage  equals  "Realized,Closing,Closed  –  Success”    

§  Internship  Start  Date    §  Internship  End  Date    §  Trainee  Arrival  Time    

§  Trainee  Arrival  Flight  No.    §  Trainee  Departure  Time    

§  Trainee  Departure  Flight  No.    §  Trainee  Passport  No.    §  Trainee  Phone  (in  Taiwan)    

IGCDP RAISE

MATCH

REALIZE

§  Account  Alias    

§  Phone    

§  Industry    

§  Primary  Contact    

§  Lead  Source    

§  Key  Success  Factor    

§  Coopera=on  Model    

§  Billing  Street     §  EP  ID    

§  EP  Form  Link    

§  Trainee  Region(GN)    

§  Trainee  Country(MC)    

§  Delivery  Stage  not  equal  to  "Not  Started,Matching,On  Hold”  

§  Trainee  Name  on  Passport    

§  Trainee  Gender    

§  Trainee  Email    

§  TN  Preferred  Region(GN)    

§  Field  of  Work    

§  Delivery  Stage  equals  "Realized,Closing,Closed  –  Success”  

§  Internship  Start  Date    

§  Internship  End  Date    

§  Trainee  Arrival  Time    

§  Trainee  Arrival  Flight  No.    

§  Trainee  Passport  No.    

§  Trainee  Phone  (in  Taiwan)    

IGIP RAISE

MATCH

REALIZE

§  English  Name  on  Passport    

§  Gender    

§  Person  Account:  Birthdate    

§  Phone    

§  Person  Account:  Email    

§  Emergency  Contact  Name  and  Rela=onship    

§  Emergency  Contact  Phone    

§  AIESEC  TW  Member  ID  not  equal  to  "Not  an  AIESEC  Taiwan  Member  yet”  

§  MyAIESEC.net  Login  Email    

§  Degree  when  Opp  Close    

§  Campus  when  Opp  Close    

§  Academic  Area  when  Opp  Close    

§  Primary  Campaign  Source    

§  Delivery:  Record  Type  equals  "OGX  GCDP”  

§  TN  ID    

§  TN  Form  Link    

§  TN  Region(GN)    

§  TN  Country(MC)    

§  Delivery  Stage  not  equal  to  "Not  Started,Matching,On  Hold”  

§  Delivery  Stage  equals  "Realized,Closing,Closed  –  Success”  

§  Internship  Start  Date    

§  Internship  End  Date    

§  EP  Departure  Time    

§  EP  Departure  Flight  No.    

§  EP  Return  Time    

§  EP  Return  Flight  No.    

OGCDP RAISE

MATCH

REALIZE

§  English  Name  on  Passport    §  Gender    §  Person  Account:  Birthdate    §  Phone    §  Person  Account:  Email    §  Emergency  Contact  Name  and  

Rela=onship    §  Emergency  Contact  Phone    §  AIESEC  TW  Member  ID  not  equal  to  

"Not  an  AIESEC  Taiwan  Member  yet”  

§  MyAIESEC.net  Login  Email    §  Degree  when  Opp  Close    §  Campus  when  Opp  Close    §  Academic  Area  when  Opp  Close    

§  TN  ID    §  TN  Form  Link    

§  TN  Region(GN)    §  TN  Country(MC)    

§  Field  of  Work    

§  Delivery  Stage  not  equal  to  "Not  Started,Matching,On  Hold”  

§  Delivery  Stage  equals  "Realized,Closing,Closed  –  Success”  

§  Internship  Start  Date    §  Internship  End  Date    §  EP  Departure  Time    

§  EP  Departure  Flight  No.    

OGIP RAISE

MATCH

REALIZE

§  Campaign  Status  equals  "Closed  -­‐  Completed,Closed  –  Aborted”  

§  Campaign  Design    §  Num  Sent    §  Actual  Cost  or  Parent  Campaign’s  §  Start  Date(less  or  equal  2013/7/4)    §  End  Date  (greater  or  equal  2013/7/4)  §  Closing  Report  *Data  integrity  of  “LEADS”  record  is  excluded  from  Annual  Award  criteria.  

§  Gender    §  Person  Account    §  Phone    §  Person  Account  §  Emergency  Contact  Name  and  

Rela=onship    §  Emergency  Contact  Phone    §  AIESEC  TW  Member  ID    §  MyAIESEC.net  Login  Email    §  @aiesec.net  Email    §  Period    §  Recruitment  Type    §  Degree    §  Campus  §  Academic  Area  §  Closed  Failed  Deliveries  equals  ”0”  

MARCOM. TM

FN §  AR  status  equals  “Closed-­‐Recieved”  

Salesforce Link

(Click Me)

Data Integrity Report h^p://goo.gl/8ErKWH  

TIPS & REMINDER

Video tutorial

(Click Me)

Useful tips from Johnny h^p://youtu.be/G_UdXjv0yCE  

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