BA Tasks by Client

The training team is creating BA curriculum. We have a list of questions below to get a better understanding on which tasks you perform the most often, how often the BA Velocity screens are being used and in which client.

Name


A red asterisk (*) indicates required questions.


  1. Which Vertical do you work on?*
    Digital
    Franchise
    Transportation


  1. Which clients do you work with?
    Amazon
    Amazon 3P
    ADP
    FedEX
    7-11
    Servpro
    Papa Johns
    Wendy's
    State Farm
    Transamerica
    Other


  1. How long have you been a BA with Marsh Affinity? *
    0 to 3 years
    4 to 7 years
    8 to 11 years
    over 12 years


  1. I realize your day varies greatly every day. Which tasks do you perform frequently (daily or several times a month) *


  1. What tasks do you perform occasionally (once a month to once a quarter). *


  1. Which of the following forms do you know how to create or use in Velocity?
    word def
    excel def
    form def
    doc delete


  1. Which of the following screens do you know how to create in Velocity?
    Agency Screen
    Local Screen
    KPOG Screen
    CPROG


  1. Do you perform any tasks for creating a quote or policy pack in Velocity?
    Create a quote pack
    create a policy pack
    Multi-quote


  1. Do you use any of following rating screens in Velocity?
    rate translations
    rate sets
    rate calculations
    rate sheets
    rate assignments


  1. Do you work on any of the following screens in Velocity?
    Invoice Screen
    ARINV Screen
    Transaction Screen


  1. Which reports or Queries in Velocity do you create or run on a daily or weekly basis?*


  1. Which reports or queries in Velocity do you run on a monthly or quarterly basis?*


  1. What are your top 3 favorite BA activities? *