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CSSM Workload Monitor
• Categorize emails:
(Easy, Medium, Hard)
• Outlook Macro collects
all items on Mailboxes
and exports database to
Excel
• Organize and Count
cases by Category, Flag
and CSSM agent
• Represent statics
Graphically on a bar
colored Chart.
• Sharepoint 2010 posts
Chart on team’s
Sharepoint accesible at
any time with 1-click.
• Updated hourly giving live
workload status visibility.
o This tool is intended to allow all team members and leads to monitor the CSSM
Team’s overall live Workload status, providing the ability of balancing the amount
of requests on each queue and distribute or delegate it among the team members
more efficiently.
o The Outlook’s macro will run automatically and the resultant report will feed and
update the charts and post it on the Share point every hour.
CSSM Workload
Monitor
Volume Complexity Attendance
Emails
CSSM Workload
Monitor
Emails
Current Proposed Categorization
Green Category: 1 hour or less Overall completion time
- The request can be easily completed by the CSSM team and
do not depends on any other team for completion.
Yellow Category: 1 hour to 1 day for Overall completion time
- The request will demand a considerable amount of time but
will be attended and completed within same day
Red Category: May take more than 1 day to complete
- The request involves different activities and depends on
different teams for completion or approval, the request may
not be completed within the same day.
Use of Flags
All emails marked with a “Follow-up Flag” next to the
Category color will have the status of “BEING WORKED” and
will show on the report as Follow-up
Flow Chart
Developed Code
Implemented Code in Outlook
RunsfromOutlook-Excel
Uploads to SharePoint
Results
CSSM
• Equal workload volumes
• Faster email turn-around
time
• Better work quality
• Overview of workload from
CSSM team
Metrics
• Insight on willingness to
help from each team
member
• Volume of emails answered
• Volume of green/yellow/red
requests received
• Measurement of turn-
around time
Questions?

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Cssm Workload Monitor Tool

  • 1. CSSM Workload Monitor • Categorize emails: (Easy, Medium, Hard) • Outlook Macro collects all items on Mailboxes and exports database to Excel • Organize and Count cases by Category, Flag and CSSM agent • Represent statics Graphically on a bar colored Chart. • Sharepoint 2010 posts Chart on team’s Sharepoint accesible at any time with 1-click. • Updated hourly giving live workload status visibility. o This tool is intended to allow all team members and leads to monitor the CSSM Team’s overall live Workload status, providing the ability of balancing the amount of requests on each queue and distribute or delegate it among the team members more efficiently. o The Outlook’s macro will run automatically and the resultant report will feed and update the charts and post it on the Share point every hour.
  • 2. CSSM Workload Monitor Volume Complexity Attendance Emails CSSM Workload Monitor Emails
  • 3. Current Proposed Categorization Green Category: 1 hour or less Overall completion time - The request can be easily completed by the CSSM team and do not depends on any other team for completion. Yellow Category: 1 hour to 1 day for Overall completion time - The request will demand a considerable amount of time but will be attended and completed within same day Red Category: May take more than 1 day to complete - The request involves different activities and depends on different teams for completion or approval, the request may not be completed within the same day. Use of Flags All emails marked with a “Follow-up Flag” next to the Category color will have the status of “BEING WORKED” and will show on the report as Follow-up
  • 4. Flow Chart Developed Code Implemented Code in Outlook RunsfromOutlook-Excel Uploads to SharePoint
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Results CSSM • Equal workload volumes • Faster email turn-around time • Better work quality • Overview of workload from CSSM team Metrics • Insight on willingness to help from each team member • Volume of emails answered • Volume of green/yellow/red requests received • Measurement of turn- around time