l/o/g/o monthly report it division arthur ruan 28/12/2012 1
TRANSCRIPT
L/O/G/O
MONTHLY REPORTMONTHLY REPORTIT division
Arthur Ruan28/12/2012
1
AgendaAgendaAgendaAgenda
11Performance Review of 2012Performance Review of 2012
22 Summary of 2012Summary of 2012
33 Prospect of 2013Prospect of 2013
2
AgendaAgendaAgendaAgenda
11Performance Review of 2012Performance Review of 2012
22 Summary of 2012Summary of 2012
33 Prospect of 2013Prospect of 2013
3
Performance ReviewPerformance Review
PLAN
20.85BVND
ITEM
BUDGETCONTROL
FINISH
19.15BVND
RATE
92%
2IT
RECRUITMENT2 100%
480(375)
SYSTEM APPLICATION
473(374)
98.6%
114REPAIR FORM 114 100%
4
AgendaAgendaAgendaAgenda
11Performance Review of 2012Performance Review of 2012
22 Summary of 2012Summary of 2012
33 Prospect of 2013Prospect of 2013
5
Summary—H/W and System MASummary—H/W and System MA
11 POS Application FormPOS Application Form
22 Premium ReportPremium Report
33 Question Response AreaQuestion Response Area
44 Launch UL ProductsLaunch UL Products
55 New Agent SystemNew Agent System
66 Info. Security ImprovementInfo. Security Improvement
6
Summary—POS Application FormSummary—POS Application Form
FormB
Add/Cancel Rider, Reinstatement, Change occupation, Going Aboard
Form A
Pay Type, Reduce Face Amount, Personal Info., Reissued policy set
Surrender Form
All Surrender Issues
7
Summary—POS Application FormSummary—POS Application Form
STEP 2CS
Print Form
Online
Agent
RequestA
Service
STEP 1 STEP 3Customer
CheckAnd Sign
8
Summary—Premium ReportSummary—Premium Report
PremiumSys.3C
Create 20
Reports
Contribute one
ManPower
inCrease Efficiency
9
Summary—Premium ReportSummary—Premium Report
10
Summary—Question Response AreaSummary—Question Response Area
Purp
ose
Knowledge Management System
Answer and Confirm
One Way Forum
Express Opinions or Questions
11
Summary—Question Response AreaSummary—Question Response Area
12
Summary—Launch UL ProductsSummary—Launch UL Products
ULSystem
19/04/2012 Start Selling 19/04/2012 Start Selling 1
2 I01 / I02 / I03I01 / I02 / I03
Sales illustration(BarCode)Sales illustration(BarCode)3
4 From NB to Claim SystemFrom NB to Claim System
Setup Important NotesSetup Important Notes5
6 COI / PMC / Invest FundCOI / PMC / Invest Fund
CNT:66
Prem:426M
CNT:66
Prem:426M
13
Summary—New Agent SystemSummary—New Agent System
Finger Machine System
Agent Salary
Syetem
New Daily Performance
Report
14
Finger Machine SystemFinger Machine System
Finger Machine
Checkin
ControlPC
BCS
Upload Count
Attendanc
eData
Attendanc
eData
15
Agent Salary SystemAgent Salary System
14 salary items 14 salary items
SCSales Consultant
SSSales Supervisor
ESSExecutive Sales
SupervisorPUM
Pre-Unit Manager
SCSales Consultant
SSSales Supervisor
ESSExecutive Sales
SupervisorPUM
Pre-Unit Manager
ASAS
3 salary items 3 salary items
UMUnit Manager
EUMExecutive Unit
Manager
UMUnit Manager
EUMExecutive Unit
Manager
SMSM
4 salary items4 salary items
ABMAgency Branch
Manger
SABMSenior Agency
Branch Manager
ABMAgency Branch
Manger
SABMSenior Agency
Branch Manager
BMBM
16
New Daily Performance ReportNew Daily Performance Report
17
Summary—Infor. Security ImproveSummary—Infor. Security Improve
11 All PCs join Domain and Anti-VirusAll PCs join Domain and Anti-Virus
22 Upload files only using PDF formatUpload files only using PDF format
33 All PCs make Windows UpdateAll PCs make Windows Update
44 Lock USB/DVD/MSN/YAHOO/FacebookLock USB/DVD/MSN/YAHOO/Facebook
55 Make WebSsense Report WeeklyMake WebSsense Report Weekly
66 Lock Domain/BCS/B2E Account when try 3 times errorLock Domain/BCS/B2E Account when try 3 times error
18
Summary—Infor. Security ImproveSummary—Infor. Security Improve
77 Lock BCS/B2E Account when User want to ResignLock BCS/B2E Account when User want to Resign
88 Limit Extranet can't use some BCS/B2E FunctionsLimit Extranet can't use some BCS/B2E Functions
99 Change all Regulations to Flash files onlyChange all Regulations to Flash files only
1010 Limit All Users open Share FolderLimit All Users open Share Folder
1111 Lock Skype to transfer filesLock Skype to transfer files
1212 Install WSG to lock https WebpagesInstall WSG to lock https Webpages
19
Summary—Infor. Security ImproveSummary—Infor. Security Improve
Cloud Folder\\10.160.64.20Cloud Folder
\\10.160.64.20
20
AgendaAgendaAgendaAgenda
11Performance Review of 2012Performance Review of 2012
22 Summary of 2012Summary of 2012
33 Prospect of 2013Prospect of 2013
21
Plan of 2013Plan of 2013
11 New Investment SystemNew Investment System
22 VN App SystemVN App System
33 Incentive Analysis SystemIncentive Analysis System
44 USB/SKYPE Apply SystemUSB/SKYPE Apply System
22
Common and Back Office Accounting
System(532)
Plan—New Investment System Plan—New Investment System
Time Deposite System(120)
Stock System(225)
Bond System(228)
11051105
23
Plan—New Investment System Plan—New Investment System
12/2012
Staging/ProdH/W
READY
03/2013
LaunchCommon/AccountingSystem
01/2013
TranslateEnglish/Date
Format
06/2013
LaunchBond/Stock
System
04/2013
Launch Time
DepositeSystem
24
Plan—VN App System Plan—VN App System
AppSystem
BookShelf
AppMarket
MobiMeeting
Salesillustration
25
Plan—Incentive Analysis SystemPlan—Incentive Analysis System
Launch All Incentives of Marketing into SystemLaunch All Incentives of Marketing into System
AA
Set the value of each Branch office of diff. Incentive (PFyP/Pst/Cnt/Abscent Days…)Set the value of each Branch office of diff. Incentive (PFyP/Pst/Cnt/Abscent Days…)
BB
1.System Statistic Everyday2.Trace Online Page(Daily Report)1.System Statistic Everyday2.Trace Online Page(Daily Report)
CC
26
Plan—USB/SKYPE Apply SystemPlan—USB/SKYPE Apply System
Control the End Date by
Sending E-mail
Apply InOnlineSystem
(No Paper)
Handle the Max Amount(3)
of Each Dep.
27
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