Course Code: CX-09 / CB-11
Goal: Proactively manage projects and service performance using data intelligence and real-time visualization tools, enhancing decision-making and operational efficiency.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Advanced (Ideal for project managers, service managers, and data analysts)

Resources Provided:

• Cx Navigator User Guide
  
• BI Dashboard Setup Instructions
  
• KPI Tracking Template
  
• Real-Time Alert Setup Guide

Learning Objectives

By the end of this session, participants will be able to:

• Monitor project and site health using Cx Navigator for improved oversight.
  
• Analyze trends, including CUBE Scores, fault occurrences, and resolution KPIs, to inform decision-making.
  
• Automate alerts and dashboards for stakeholders, improving communication and project tracking.
• Export detailed reports for project updates and customer meetings.

Session Agenda

CB11.1 Monitoring Project and Site Health Using Cx Navigator

• Introduction to Cx Navigator:
  
• Overview of the Cx Navigator tool for real-time project and site health monitoring.
  
• Key features of Cx Navigator for tracking system performance, faults, and progress.
   
• Using Cx Navigator for Proactive Management:
  • How to use Cx Navigator to stay ahead of potential issues and ensure that projects remain on track.

CB11.2 Analyzing CUBE Score Trends, Fault Trends, and Resolution KPIs

• Tracking Performance Trends:
  
• How to analyze CUBE Score trends to assess system performance over time.
  
• Monitoring fault trends to identify recurring issues and prioritize resolutions.
  
  
• Resolution KPIs:
  • How to track and analyze resolution KPIs to ensure timely fault resolutions and optimize service operations.

CB11.3 Automating Alerts and Dashboards for Stakeholders

• Setting Up Automated Alerts:
  
• How to configure automated alerts to notify stakeholders of critical issues, performance drops, or project milestones.
  
• Best practices for ensuring alerts are relevant and timely.
  
  
• Creating Dashboards for Stakeholder Visibility:
  • How to set up BI dashboards to provide stakeholders with real-time, data-driven insights into project and service performance.

CB11.4 Exporting Reports for Project Updates and Customer Meetings

• Exporting Data for Reports:
  
• How to export key performance data and insights into customized reports for project updates and customer meetings.
• Best practices for structuring reports for clarity and effective communication.

Hands-On Preview (Optional if time allows)

• Use Cx Navigator to monitor a sample project or site and analyze performance data.
  
• Create a BI dashboard for tracking fault trends and resolution KPIs.
  
• Set up an automated alert and export a sample project report for a customer meeting.

Post-Session Action Items

• Review your current project management and service tracking processes and explore how Cx Navigator can enhance oversight.
  
• Set up automated alerts and BI dashboards for key project metrics.
• Test exporting project reports and customer-facing dashboards to ensure effective communication with stakeholders.

 Note: When scheduling, make sure to include this session code: CX-09 / CB-11

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