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DATA INTEGRITY
WIN NATIONAL AWARD !
Best oGCDP
Best oGIP
Best iGCDP
Best iGIP
Overall Excellence
Best Engagement
Best Sustainability
Created by 13-14 AIESEC Taiwan IM NST-Johnny
2014/04/15
Report Lists 
Everything need to check
Award Qualification
Must-complete reports!
Report Criteria
How to achieve 100%
Tips & Reminder
Work in the right way
FOLLOW GUIDELINE
COMPLETE DATA 
CHECK
REPORT
or NO NATIONAL AWARD
REPORT
LIST
A	
  brief	
  list	
  of	
  all	
  integrity	
  report	
  that	
  LC	
  will	
  need	
  to	
  achieve
 Before	
  _____
oGCDP/oGIP/iGCDP/iGIP
Close	
  Opp	
  Report	
  	
  
Match	
  Report	
  	
  
Realize	
  Report	
  	
  
FrontOffice
Every	
   exchange	
   funcFon	
   needs	
   to	
   complete	
   three	
   data	
   integrity	
  
report	
  of	
  their	
  own,	
  corresponding	
  to	
  raise/match/realize	
  flow.	
  
Raise	
  is	
  about	
  Opportunity,	
  Match	
  and	
  Realize	
  is	
  about	
  Delivery.	
  
TM	
  /	
  FN	
  /	
  MarCom
TM	
  Close	
  Opp	
  Report	
  
FN	
  Closed	
  AR	
  Report	
  
MarCom	
  Campaign	
  Report	
  
BackOffice
For	
  example,	
  oGCDP	
  needs	
  to	
  complete	
  the	
  following	
  reports:	
  
oGCDP	
  Close	
  Opp	
  Report,	
  oGCDP	
  Match	
  Report,	
  oGCDP	
  Realize	
  Report	
  
For	
   back	
   office,	
   it	
   is	
   more	
   important	
   to	
   complete	
   data	
  
integrity	
  since	
  it	
  affects	
  the	
  award	
  qualificaFon.	
  	
  
For	
   example,	
   to	
   have	
   the	
   qualificaFon	
   of	
   best	
   oGCDP,	
   you	
  
need	
  not	
  only	
  the	
  oGCDP	
  reports,	
  but	
  also	
  TM/FN	
  reports.	
  	
  
Award
 Requirements
Best oGCDP
 Close Opp Report 100%
Match Report 100%
Realize Report 100%
TMP/TLP Opp Report 100%
FN Open/Close AR Rate Report 100%
Best oGIP
Best iGCDP
Best iGIP
Best Engagement
 MarCom Campaign Data 100%
MarCom Leads Data 100%
Best
Sustainability
TMP/TLP Opp Report 100%
FN Open/Close AR Rate Report 100%
Overall
Excellence
Program Report*12/MarCom*2/TXP*1/FN*1
All Report 100%
AWARD QUALIFICATION
To	
  have	
  the	
  qualificaFon	
  of	
  these	
  best	
  award
 compleFng	
  the	
  requiring	
  report	
  to	
  100%
REPORT CRITERIA
HOW
TO KNOW
Leads
§  ICX	
  GCDP	
  Project	
  Name	
  	
  	
  
§  Phone	
  	
  
§  Industry	
  	
  
§  Primary	
  Contact	
  	
  
§  Lead	
  Source	
  	
  
§  Key	
  Success	
  Factor	
  	
  
§  Coopera=on	
  Model	
  	
  
§  Billing	
  Street	
  
§  EP	
  ID	
  	
  
§  EP	
  Form	
  Link	
  	
  
§  Trainee	
  Region(GN)	
  	
  
§  Trainee	
  Country(MC)	
  	
  
§  Delivery	
  Stage	
  not	
  equal	
  to	
  “Not	
  
Started,	
  Matching,On	
  Hold”	
  	
  
§  Trainee	
  Name	
  on	
  Passport	
  	
  
§  Trainee	
  Gender	
  	
  
§  Trainee	
  Email	
  	
  
§  Trainee	
  Passport	
  	
  
§  Delivery	
  Stage	
  equals	
  "Realized,Closing,Closed	
  –	
  
Success”	
  	
  
§  Internship	
  Start	
  Date	
  	
  
§  Internship	
  End	
  Date	
  	
  
§  Trainee	
  Arrival	
  Time	
  	
  
§  Trainee	
  Arrival	
  Flight	
  No.	
  	
  
§  Trainee	
  Departure	
  Time	
  	
  
§  Trainee	
  Departure	
  Flight	
  No.	
  	
  
§  Trainee	
  Passport	
  No.	
  	
  
§  Trainee	
  Phone	
  (in	
  Taiwan)	
  	
  
IGCDP
RAISE
MATCH
REALIZE
§  Account	
  Alias	
  	
  
§  Phone	
  	
  
§  Industry	
  	
  
§  Primary	
  Contact	
  	
  
§  Lead	
  Source	
  	
  
§  Key	
  Success	
  Factor	
  	
  
§  Coopera=on	
  Model	
  	
  
§  Billing	
  Street	
  	
  
§  EP	
  ID	
  	
  
§  EP	
  Form	
  Link	
  	
  
§  Trainee	
  Region(GN)	
  	
  
§  Trainee	
  Country(MC)	
  	
  
§  Delivery	
  Stage	
  not	
  equal	
  to	
  "Not	
  
Started,Matching,On	
  Hold”	
  
§  Trainee	
  Name	
  on	
  Passport	
  	
  
§  Trainee	
  Gender	
  	
  
§  Trainee	
  Email	
  	
  
§  TN	
  Preferred	
  Region(GN)	
  	
  
§  Field	
  of	
  Work	
  	
  
§  Delivery	
  Stage	
  equals	
  
"Realized,Closing,Closed	
  –	
  Success”	
  
§  Internship	
  Start	
  Date	
  	
  
§  Internship	
  End	
  Date	
  	
  
§  Trainee	
  Arrival	
  Time	
  	
  
§  Trainee	
  Arrival	
  Flight	
  No.	
  	
  
§  Trainee	
  Passport	
  No.	
  	
  
§  Trainee	
  Phone	
  (in	
  Taiwan)	
  	
  
IGIP
RAISE
MATCH
REALIZE
§  English	
  Name	
  on	
  Passport	
  	
  
§  Gender	
  	
  
§  Person	
  Account:	
  Birthdate	
  	
  
§  Phone	
  	
  
§  Person	
  Account:	
  Email	
  	
  
§  Emergency	
  Contact	
  Name	
  and	
  
Rela=onship	
  	
  
§  Emergency	
  Contact	
  Phone	
  	
  
§  AIESEC	
  TW	
  Member	
  ID	
  not	
  equal	
  to	
  
"Not	
  an	
  AIESEC	
  Taiwan	
  Member	
  yet”	
  
§  MyAIESEC.net	
  Login	
  Email	
  	
  
§  Degree	
  when	
  Opp	
  Close	
  	
  
§  Campus	
  when	
  Opp	
  Close	
  	
  
§  Academic	
  Area	
  when	
  Opp	
  Close	
  	
  
§  Primary	
  Campaign	
  Source	
  	
  
§  Delivery:	
  Record	
  Type	
  equals	
  "OGX	
  
GCDP”	
  
§  TN	
  ID	
  	
  
§  TN	
  Form	
  Link	
  	
  
§  TN	
  Region(GN)	
  	
  
§  TN	
  Country(MC)	
  	
  
§  Delivery	
  Stage	
  not	
  equal	
  to	
  "Not	
  
Started,Matching,On	
  Hold”	
  
§  Delivery	
  Stage	
  equals	
  
"Realized,Closing,Closed	
  –	
  Success”	
  
§  Internship	
  Start	
  Date	
  	
  
§  Internship	
  End	
  Date	
  	
  
§  EP	
  Departure	
  Time	
  	
  
§  EP	
  Departure	
  Flight	
  No.	
  	
  
§  EP	
  Return	
  Time	
  	
  
§  EP	
  Return	
  Flight	
  No.	
  	
  
OGCDP
RAISE
MATCH
REALIZE
§  English	
  Name	
  on	
  Passport	
  	
  
§  Gender	
  	
  
§  Person	
  Account:	
  Birthdate	
  	
  
§  Phone	
  	
  
§  Person	
  Account:	
  Email	
  	
  
§  Emergency	
  Contact	
  Name	
  and	
  
Rela=onship	
  	
  
§  Emergency	
  Contact	
  Phone	
  	
  
§  AIESEC	
  TW	
  Member	
  ID	
  not	
  equal	
  to	
  
"Not	
  an	
  AIESEC	
  Taiwan	
  Member	
  
yet”	
  
§  MyAIESEC.net	
  Login	
  Email	
  	
  
§  Degree	
  when	
  Opp	
  Close	
  	
  
§  Campus	
  when	
  Opp	
  Close	
  	
  
§  Academic	
  Area	
  when	
  Opp	
  Close	
  	
  
§  TN	
  ID	
  	
  
§  TN	
  Form	
  Link	
  	
  
§  TN	
  Region(GN)	
  	
  
§  TN	
  Country(MC)	
  	
  
§  Field	
  of	
  Work	
  	
  
§  Delivery	
  Stage	
  not	
  equal	
  to	
  "Not	
  
Started,Matching,On	
  Hold”	
  
§  Delivery	
  Stage	
  equals	
  
"Realized,Closing,Closed	
  –	
  
Success”	
  
§  Internship	
  Start	
  Date	
  	
  
§  Internship	
  End	
  Date	
  	
  
§  EP	
  Departure	
  Time	
  	
  
§  EP	
  Departure	
  Flight	
  No.	
  	
  
OGIP
RAISE
MATCH
REALIZE
§  Campaign	
  Status	
  equals	
  "Closed	
  -­‐	
  
Completed,Closed	
  –	
  Aborted”	
  
§  Campaign	
  Design	
  	
  
§  Num	
  Sent	
  	
  
§  Actual	
  Cost	
  or	
  Parent	
  Campaign’s	
  
§  Start	
  Date(less	
  or	
  equal	
  2013/7/4)	
  	
  
§  End	
  Date	
  (greater	
  or	
  equal	
  2013/7/4)	
  
§  Closing	
  Report	
  
§  Gender	
  	
  
§  Person	
  Account	
  	
  
§  Phone	
  	
  
§  Person	
  Account	
  
§  Emergency	
  Contact	
  Name	
  and	
  
Rela=onship	
  	
  
§  Emergency	
  Contact	
  Phone	
  	
  
§  AIESEC	
  TW	
  Member	
  ID	
  	
  
§  MyAIESEC.net	
  Login	
  Email	
  	
  
§  @aiesec.net	
  Email	
  	
  
§  Period	
  	
  
§  Recruitment	
  Type	
  	
  
§  Degree	
  	
  
§  Campus	
  
§  Academic	
  Area	
  
§  Closed	
  Failed	
  Deliveries	
  equals	
  ”0”	
  
MARCOM. TM
FN
§  AR	
  status	
  equals	
  “Closed-­‐Recieved”	
  
Salesforce
Link
(Click me)
Data Integrity Report
TIPS & REMINDER
Video
tutorial
(Click Me)
Words from Johnny

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Data integrity guideline v2

  • 1. DATA INTEGRITY WIN NATIONAL AWARD ! Best oGCDP Best oGIP Best iGCDP Best iGIP Overall Excellence Best Engagement Best Sustainability Created by 13-14 AIESEC Taiwan IM NST-Johnny 2014/04/15
  • 2. Report Lists Everything need to check Award Qualification Must-complete reports! Report Criteria How to achieve 100% Tips & Reminder Work in the right way FOLLOW GUIDELINE COMPLETE DATA CHECK REPORT or NO NATIONAL AWARD
  • 3. REPORT LIST A  brief  list  of  all  integrity  report  that  LC  will  need  to  achieve Before  _____ oGCDP/oGIP/iGCDP/iGIP Close  Opp  Report     Match  Report     Realize  Report     FrontOffice Every   exchange   funcFon   needs   to   complete   three   data   integrity   report  of  their  own,  corresponding  to  raise/match/realize  flow.   Raise  is  about  Opportunity,  Match  and  Realize  is  about  Delivery.   TM  /  FN  /  MarCom TM  Close  Opp  Report   FN  Closed  AR  Report   MarCom  Campaign  Report   BackOffice For  example,  oGCDP  needs  to  complete  the  following  reports:   oGCDP  Close  Opp  Report,  oGCDP  Match  Report,  oGCDP  Realize  Report   For   back   office,   it   is   more   important   to   complete   data   integrity  since  it  affects  the  award  qualificaFon.     For   example,   to   have   the   qualificaFon   of   best   oGCDP,   you   need  not  only  the  oGCDP  reports,  but  also  TM/FN  reports.    
  • 4. Award Requirements Best oGCDP Close Opp Report 100% Match Report 100% Realize Report 100% TMP/TLP Opp Report 100% FN Open/Close AR Rate Report 100% Best oGIP Best iGCDP Best iGIP Best Engagement MarCom Campaign Data 100% MarCom Leads Data 100% Best Sustainability TMP/TLP Opp Report 100% FN Open/Close AR Rate Report 100% Overall Excellence Program Report*12/MarCom*2/TXP*1/FN*1 All Report 100% AWARD QUALIFICATION To  have  the  qualificaFon  of  these  best  award compleFng  the  requiring  report  to  100%
  • 6. §  ICX  GCDP  Project  Name       §  Phone     §  Industry     §  Primary  Contact     §  Lead  Source     §  Key  Success  Factor     §  Coopera=on  Model     §  Billing  Street   §  EP  ID     §  EP  Form  Link     §  Trainee  Region(GN)     §  Trainee  Country(MC)     §  Delivery  Stage  not  equal  to  “Not   Started,  Matching,On  Hold”     §  Trainee  Name  on  Passport     §  Trainee  Gender     §  Trainee  Email     §  Trainee  Passport     §  Delivery  Stage  equals  "Realized,Closing,Closed  –   Success”     §  Internship  Start  Date     §  Internship  End  Date     §  Trainee  Arrival  Time     §  Trainee  Arrival  Flight  No.     §  Trainee  Departure  Time     §  Trainee  Departure  Flight  No.     §  Trainee  Passport  No.     §  Trainee  Phone  (in  Taiwan)     IGCDP RAISE MATCH REALIZE
  • 7. §  Account  Alias     §  Phone     §  Industry     §  Primary  Contact     §  Lead  Source     §  Key  Success  Factor     §  Coopera=on  Model     §  Billing  Street     §  EP  ID     §  EP  Form  Link     §  Trainee  Region(GN)     §  Trainee  Country(MC)     §  Delivery  Stage  not  equal  to  "Not   Started,Matching,On  Hold”   §  Trainee  Name  on  Passport     §  Trainee  Gender     §  Trainee  Email     §  TN  Preferred  Region(GN)     §  Field  of  Work     §  Delivery  Stage  equals   "Realized,Closing,Closed  –  Success”   §  Internship  Start  Date     §  Internship  End  Date     §  Trainee  Arrival  Time     §  Trainee  Arrival  Flight  No.     §  Trainee  Passport  No.     §  Trainee  Phone  (in  Taiwan)     IGIP RAISE MATCH REALIZE
  • 8. §  English  Name  on  Passport     §  Gender     §  Person  Account:  Birthdate     §  Phone     §  Person  Account:  Email     §  Emergency  Contact  Name  and   Rela=onship     §  Emergency  Contact  Phone     §  AIESEC  TW  Member  ID  not  equal  to   "Not  an  AIESEC  Taiwan  Member  yet”   §  MyAIESEC.net  Login  Email     §  Degree  when  Opp  Close     §  Campus  when  Opp  Close     §  Academic  Area  when  Opp  Close     §  Primary  Campaign  Source     §  Delivery:  Record  Type  equals  "OGX   GCDP”   §  TN  ID     §  TN  Form  Link     §  TN  Region(GN)     §  TN  Country(MC)     §  Delivery  Stage  not  equal  to  "Not   Started,Matching,On  Hold”   §  Delivery  Stage  equals   "Realized,Closing,Closed  –  Success”   §  Internship  Start  Date     §  Internship  End  Date     §  EP  Departure  Time     §  EP  Departure  Flight  No.     §  EP  Return  Time     §  EP  Return  Flight  No.     OGCDP RAISE MATCH REALIZE
  • 9. §  English  Name  on  Passport     §  Gender     §  Person  Account:  Birthdate     §  Phone     §  Person  Account:  Email     §  Emergency  Contact  Name  and   Rela=onship     §  Emergency  Contact  Phone     §  AIESEC  TW  Member  ID  not  equal  to   "Not  an  AIESEC  Taiwan  Member   yet”   §  MyAIESEC.net  Login  Email     §  Degree  when  Opp  Close     §  Campus  when  Opp  Close     §  Academic  Area  when  Opp  Close     §  TN  ID     §  TN  Form  Link     §  TN  Region(GN)     §  TN  Country(MC)     §  Field  of  Work     §  Delivery  Stage  not  equal  to  "Not   Started,Matching,On  Hold”   §  Delivery  Stage  equals   "Realized,Closing,Closed  –   Success”   §  Internship  Start  Date     §  Internship  End  Date     §  EP  Departure  Time     §  EP  Departure  Flight  No.     OGIP RAISE MATCH REALIZE
  • 10. §  Campaign  Status  equals  "Closed  -­‐   Completed,Closed  –  Aborted”   §  Campaign  Design     §  Num  Sent     §  Actual  Cost  or  Parent  Campaign’s   §  Start  Date(less  or  equal  2013/7/4)     §  End  Date  (greater  or  equal  2013/7/4)   §  Closing  Report   §  Gender     §  Person  Account     §  Phone     §  Person  Account   §  Emergency  Contact  Name  and   Rela=onship     §  Emergency  Contact  Phone     §  AIESEC  TW  Member  ID     §  MyAIESEC.net  Login  Email     §  @aiesec.net  Email     §  Period     §  Recruitment  Type     §  Degree     §  Campus   §  Academic  Area   §  Closed  Failed  Deliveries  equals  ”0”   MARCOM. TM FN §  AR  status  equals  “Closed-­‐Recieved”