• Identify possible fraudulent activities that may possibly jeopardize customer data security and drivers that impact customer satisfaction and agent performance.
• Data Mining/Data Cleaning – use spreadsheet like Microsoft Excel and database system like Microsoft Access and SQL to fetch, prepare and clean data. Data includes customer call and chat transactions, records, and agent interactions from CRM, spreadsheets, and dashboards.
• Data Analysis – Data from different sources are analysed. Excel spreadsheets, CRM log notes, reports, dashboards, and SQL are used to filter and manipulate data to search for the desired output such as changes in customer’s Sensitive Personal Information, Customer Proprietary Network Information, and Personal Identifiable Information and other possible fraudulent activities.
• Data Evaluation – deep-dive and root cause analysis include call listening, CRM interaction review, data cross-referencing with other sources, interview, and observation to identify process gap and opportunities in data security.
• Data Storage – use of Microsoft SharePoint and Excel to store results of data evaluations. Access to this information is limited to only a group of people. Data are deleted from the server after a certain period of time.
• Data Visualization – use of Tableau, Microsoft Excel Pivot Table, Microsoft Power BI, and Microsoft Power Point to share results to Operations, Clients, and Stakeholders through graphs, tables, dashboards, and pictures on a daily/weekly/monthly basis.
• Share results of evaluation and calibrate with Client, Operations, Quality, Training, and IT Team to discuss and provide data-driven solutions.
• Document audit process, solution recommendation, and business improvement opportunities.
• Facilitate and conduct trainings on customer data protection policies.• Identify possible fraudulent activities that may possibly jeopardize customer data security and drivers that impact customer satisfaction and agent performance.
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