Objective and Scope

The Board

The White Board contains:

• the Freshdesk tickets volume;
• the tickets ageing;
• the volumes of the tasks (per day)
  • Vendor Workflow Request, 
  • Webcycles 
  • AP Monitoring / Pre-Monitoring
• The SLA and Quality indicators;
• Watch point;
• Improvement ideas and the list of Incidences;
• the distribution of the Data Controllers by tasks.

ata extraction

1. Visual Management

The information is inserted in a Google sheet with the current date (Automation). This file is created and left empty by the last person responsible by this task (from the last week) with the name "yearmonthday - PENDING VOLUMES - Data Operations". The data in the name is from the first day of the week. 

Every day it is added a new information. 

1st step: enter the sheet and go to the tab Freshdesk:

• • The data is extracted from the Freshdesk and the filters are:
    • Groups: PtP D&A EMEA, PtP D&A SRM, D&A Web Contribution
    • Created: Any time;
    • Status: All unresolved.
  • Using the filter you will extract the information clicking in Export:
    • Export as: CSV;
    • Filter tickets by: Pick time range - 01.01.2014 until 01.01.2022;
    • Tickets fields:  Ticket ID, Status, Agent, Created Time , Resolved Time, Last update time, Priority, Type, Group, Initial response time, PtP-Process, PtP- Subprocess, PtP-Category;
    • Export.
  • The operator will received an email with the file:
    • Select the column A and pass the Text to Columns (Delimiters - Comma);
    • Select the columns G to J and format to Short Date;
    • Copy from the column A to the M;
    • Paste special values.
  • Copy the formulas (from the N2 to V2) to all the lines.
  • In the column W it will be the current day.

2nd step: go to the tab VWF:

• • Go to the Google Drive to the last VWF monitoring sheet:
    • Copy the file to the Drive H (for windows 10 users the file needs to be copied to the personal documents);
    • Open a SAP window in the system PF1_050;
    • Click in the file "MasterFile-VwF_Daily_Monitoring_CAT";
    • Correct the data to the last current day;
    • RUN the file; 
    • Click in the file "RawData";
    • Copy from the column B6 to AH6;
    • Paste special values.
  • Copy the formulas (from the AH2 to AJ2) to all the lines.
  • In the column AK it will be the current day.

NOTE: To retrieve the VWF list manually you need to go to the transaction Z1S_CODIF (PF1_050). The options are:

• List Selection: Vendor requests and Delay of Request processing
• Data Selection from the log of the change: Delay from this status: 
  
  • 
    
    
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3rd step: go to the tab Workcycles:

• • Go to the transaction /COCKPIT/1 to see the webcycles from PF1_020 and WP1_400 (processor SBS.DA-VEN);
  • Insert the values in the file in the cell D2 amend the information to the current day.

4th step: go to the tab AP Monitoring:

• • Go to the transaction Z3F_FA_OI_MONITOR to see the lines from PF1_020 and WP1_400 (agents and vendors);
  • Insert the values in the file in the cell D2 amend the information to the current day.

In the tab VENDORS you are now able to retrieved the values to fill the White Board.

5th step: fill the physical board:

• The tickets volumes is retrieved from the tab Freshdesk with the filters:
  • Group: PtP D&A EMEA;
  • PtP: Process Data & Analysis;
  • PTP-Subprocess: Vendor Master Data, Support and User Support;
    
  • Column W: current date.
• The name of the Data Controllers is retrieved from the task file.

2. VWF Daily Monitoring

During the extraction of the data to the main file it is extracted a specific file of the Vendor Workflow Requests. This file must be saved in the drive H (for windows 10 users the file needs to be copied to the personal documents).

This file shows the workflow pending for more than 3 days. The Data Controller must send reminders for those who have a pending action (doing a prior analyse to the request in order to detect inconsistencies):

The lines with 0 in the column Q do not need to be analysed when indicated a ticket number in the column R.

1st step: Group the names to send only one email/note per person.

• • If it is with the Requester or the Panel Manager email must be sent using the Freshdesk (confirm if the workflow status is still the same): 
    • The template is - "VWF Monitoring PtP DA EMEA Outbound email";
    • To - requester or the Panel Manager email;
    • Subject - change the date and the name;
    • Description - change the name

2nd step: Insert 1 in the column Q and the ticket number in the column R.

• • Leave the ticket in the Data queue with the status Need of More Information

When the request is with the supplier instead an email it is created a Freshdesk ticket. The template is in this case "VWF Monitoring PtP DA EMEA ticket HD" and the ticket is passed to the Provisioning team.

They will contact the supplier to provide support.

In the end of the file SAVE it and add a copy to the Google Drive.

NOTE 1: All the information in the tab Communication Area of the Workflow must be checked. If the return of the workflow is definitive (case of obsolete vendor) the request can be aborted. No ticket need to be created.

NOTE 2: In the end of the week an analysis must be performed to all the file tickets.

NOTE 3: The follow up of the tickets by Data Operations (emails sent to Requesters or Panel Managers) is performed every 3 days. After if no success the request is transferred to Data and a third follow up is performed sending an email with N+1 in copy explaining the seriousness of the situation. Regarding the workflows pending with the supplier, the Provisioning team will perform the outbound (with 1 a day range).

3. SLA

Since July 2019, all of the data is being retrieved and calculated from Qlikview - Data Operations Dashboard  | 2020