Bank BTPN Syariah (BTPNS)
BTPN Syariah
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Client ID
998
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Client Name
Bank BTPN Syariah
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Alias
BTPN Syariah
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Initial
BTPNS
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Account Manager
Levitasari Darmawan, Levitasari Darmawan, Levitasari Darmawan
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Industry
Banking
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Address
Menara Cyber 2, Lantai 34Jl. HR Rasuna Said Blok X-5, No. 13Kuningan, Jakarta 12950
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 237/BTPNS-HN/IV/21 | Excellent Telephone Service | 5092 | IDR 34,000,000 | 7 | 2021 |
| 2 | 237/BTPNS-HN/IV/21 | Excellent Telephone Service | 5093 | IDR 34,000,000 | 7 | 2021 |
| 3 | 255/BTPNS-SA/X/19 | Self Innovation Training Program | 4759 | IDR 130,000,000 | 11 | 2019 |
| 4 | 116/BTPNS-SA/V/19 | Managing Personal Effectiveness at Work | 4670 | IDR 26,000,000 | 8 | 2019 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 237/BTPNS-HN/IV/21 | Excellent Telephone Service | IDR 34,000,000 | 7 | 2021 |
| 2 | 237/BTPNS-HN/IV/21 | Excellent Telephone Service | IDR 34,000,000 | 7 | 2021 |
| 3 | 255/BTPNS-SA/X/19 | Self Innovation Training Program | IDR 130,000,000 | 11 | 2019 |
| 4 | 116/BTPNS-SA/V/19 | Managing Personal Effectiveness at Work | IDR 26,000,000 | 8 | 2019 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 080/BTPNS-SH/III/23 | Strengthening Internal Partnership | Deal Lost | IDR 25,050,000 |
| 2 | 079/BTPNS-SH/III/23 | Customer Relation Development Training Program | Deal Lost | IDR 85,700,000 |
| 3 | 067/BTPNS-SH/III/23 | Be Excel In Service & Never Settle | Deal Lost | IDR 36,500,000 |
| 4 | 130/BTPNS-SH/V/23 | Studying Customer Insight | Deal Lost | IDR 53,750,000 |
| 5 | 048/BTPNS-SH/II/23 | Delivering Service Excellence | Deal Lost | IDR 35,500,000 |
| 6 | 049/BTPNS-SH/II/23 | CX Innovation | Deal Lost | IDR 24,250,000 |
| 7 | 256/BTPNS-SA/X/19 | Design Thinking Training program | Deal Lost | IDR 58,000,000 |
| 8 | 212/BTPNS-AI/VII/18 | WOW Your Customer | Deal Lost | IDR 57,680,000 |
| 9 | 101/BTPNS-AI/III/17 | Service Starts With Me | Deal Lost | IDR 27,500,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Bapak Dharmawan | Human Capital | 081226417521 | dharmawan.ochner@btpnsyariah.com |
| Bpk. Dharmawan | Business Support | 6281226417521 | dharmawan.ochner@btpnsyariah.com |
| Dharmawan | Learning Development | 081226417521 | dharmawan.ochner@btpnsyariah.com |
| Dwita Aprinta | HR Dept | +62 821-1004-2927 | dwitaaprinta.cahyaningtyas@btpnsyariah.com |
| Lestari Kathartika | HC Learning - Talent Management | +62 812-2257-181 | lestari.kathartika@btpnsyariah.com |
| Linda Noviana (Novi) | linda.mandagie@btpnsyariah.com | ||
| Mba Dwi | Talent Management | 082110042927 | dwitaprinta.cahyaningtyas@btpnsyariah.com |
| Mela Sari | 0812 | mela.sari@btpnsyariah.com | |
| Santa Maria | HR Dept | +62 878-6831-1101 | santa.maria@btpnsyariah.com |
| Santa Maria | HR Dept | 081xxxxxxxx | santa.maria@btpnsyariah.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Bpk. Dharmawan | Corporate Learning and Talent Management Manager | +62 812-2641-7521 | dharmawan.ochner@btpnsyariah.com, |
| Dwita Aprinta Cahyaningtyas | Human Resources | 082110042927 | DwitaAprinta.Cahyaningtyas@btpnsyariah.com |
| Ibu Dwi | HR | +62 821-1004-2927 | DwitaAprinta.Cahyaningtyas@btpnsyariah.com, |
Perkenalan dan explore kebutuhan, pak dharmawan biasanya handle untuk bagian sertifikasi dan ISO
Chat bu dwita for courtesy
chat bu dwita to share communication skills training series and ask for online presentation
share information about team excellence program category to bu Santa and offer online presentation
Share flyer of customer focused process improvement program training and offer meeting for presentation program to bu dwita
chat bu santa to follow up proposal of video e-learning making
email discussion paper of critical core mindset for top management to pak Arief ismail
email discussion paper of video e-learning LMS to bu santa
prepare discussion paper about LMS after met yesterday
meeting with bu santa and her team to present about LMS. They were interest with our LMS and will consider it.
reply chat bu santa about meeting plan. she is ok on 27 june afternoon
chat bu santa to offer LMS presentation next week on 27 june
reply chat bu santa to inform about video e-learning
Chat bu santa to share information about Critical Core Skills training program
no news from pic for long timeClick here for proposal detail
no news from pic for long timeClick here for proposal detail
chat bu santa to follow DSE program training
chat bu dwita to say happy ied fitri
Ask bu Santa about DSE program
chat bu santa to follow up last meeting about DSE program presentation
invite bu santa to webinar
Meeting with Bu Santa team to re-present about DSE proposal.
Courtesy call to bu santa
Call bu Dwita to inform Amazing Race training program
Chat Bu Santo for courtesy call
postponed to Q3 2024Click here for proposal detail
Postponed to Q3 2024Click here for proposal detail
Chat bu Dwita to share articles
Chat bu Santa to follow the program. She said the program posphone to Q1 next year
Chat bu Santa to remind about the schedule of training plan
Chat bu santa to follow up after meeting about training methodology
Meeting with user
Call bu Santa to arrange meeting on next week. Plan in Monday afternoon.
Email revised proposal to Bu Santa
Revised proposal to accomodate Bu Santa sugestion which additional facilitator for break room activity.
Chat Bu Santa to follow up the changes and ask for the schedule
Inform bu Santa that the her rundown is ok and the difference between online and offline
Chat Bu Santa to follow up proposal
Chat bu santa to inform the revised proposal already sent and ask for next meeting
Send revised email to Bu Santo for CR development program
make proposal for DSE program
Bu Santa inform some change about training plan
Chat Bu Dwita to share SQCI article
Chat Bu Santa to share SQCI article
Chat pak Kemas via LinkedIn for introduction
postpone, the user still busyClick here for proposal detail
postpone, the user still busyClick here for proposal detail
Program change. Info from PIC, the program that requested by user change often.Click here for proposal detail
From user, the requested program change often.Click here for proposal detail
Chat bu Dwita to inform management training program
Send email to Bu Santa about SQC Webinar invitation
Send proposal to Bu Dwita
Proposal created with number 130/BTPNS-SH/V/23Click here for proposal detail
Following Bu Dwita request to cancel the meeting, it ok to postpone at Friday next week. But remind her, it will give impact to the training schedule.
Ask some points to Bu Dwita for providing proposal
Receiving chat from Bu Dwita. She asked whether SQC can provide training with content about survey methodology both quantitative or qualitative, for market reseach purposes.
Chat bu Dwita to inform SQCI bank account and tax no.
Chat Bu Dwita to make sure the 12 May meeting online will be held on 10 am
Chat bu Santa to ask meeting for proposal discussion
Chat bu Dwita to follow up the next training that will be held on 22-23 May. Meeting online will be run at 12 May to shape the outline.
Inform bu Dwita that design thinking is a tools to design CX innovation in order to have CX positif as a goal from service excellence. Plan to have meeting after holiday.
Chat bu Dwita to inform that trainer available on their schedule ie 22-23 May. The contract will prepare in the beginning May
Chat Bu Dwita to ask for character building proposal. She is apologize cause she miss the chat. She will forward to the user first.
Chat Bu Dwita to share discussion paper about leadership & character building program
Make discussion paper for leadership & character building program for BTPNS management trainee
Will be held end of May or beginning JuneClick here for proposal detail
Chat bu Santa to follow up proposal
Chat bu Dwita to inform the last proposal can separate to service excellence only.
Call Mbak Dwita to follow proposal. There is a change is proposal.
Chat bu Dwinta to follow up proposal
Send compro and catalogue program to Bu Santa
Send proposal to Bu Santa
Proposal created with number 080/BTPNS-SH/III/23Click here for proposal detail
Proposal created with number 079/BTPNS-SH/III/23Click here for proposal detail
Meeting with bu Santa and Bu Resti to discuss their training needs
Chat bu dwita to follow new program proposal
Send new program after meeting yesterday
After meeting Product Development and PIC, the program merge with CX Innovation program become Be Excel In Service & Never Settle programClick here for proposal detail
After meeting Product Development and PIC, the program merge with DSE program become Be Excel In Service & Never SettleClick here for proposal detail
Proposal created with number 067/BTPNS-SH/III/23Click here for proposal detail
Set meeting next week to discuss proposal
Chat bu Dwinta to send proposal
Proposal created with number 049/BTPNS-SH/II/23Click here for proposal detail
Proposal created with number 048/BTPNS-SH/II/23Click here for proposal detail
Call Bu Dwita for discuss about their training need.
FU ke mba santa terkait kebutuhan training basic service yang rencananya akan jalan di Q1
mundur ke tahun depan Click here for proposal detail
mba santa info kalau beliau pindah ke btpn syariah dan minta dikirimkan discussion paper terkait service yang basic...
Diskusi terkait proposal, pic menanyakan terkait nilai investasi yang ditawarkan apakah untuk dlm kota atau bisa untuk luar kota.. dan arrange jadwal terkait penjelasan proposal
Diskusi terkait proposal, pic menanyakan terkait nilai investasi yang ditawarkan apakah untuk dlm kota atau bisa untuk luar kota.. dan arrange jadwal terkait penjelasan proposal
follow up terkait proposal yang sudah dikirimkan, info dari mba tian hari ini jadwal meeting terkait proposal dan nnt akan di info kembali
Mengirimkan proposal "Excellent Team With Excellent Spirit" ke mba tian untuk di review
Proposal created with number 243/BTPNS-DM/X/22Click here for proposal detail
Objektifnya : - Giman bisa engaged dengan tim, Pandemi tidak tatap muka, 75% on off, akhirnya komunikasi tidak intens / solid, atasan dan bawahan ada skat, tidak cair komunikasinya Ekspektasinya : - bs engaged satu sama lain - komunikasi cair - Tim kita solid Durasi : 1 Hari Peserta : 20 peserta Rencana pelaksanaan : Awal November
perkenalan ke pic dan follow up plan dan kebutuhan untuk tahun ini ?
Batch 1 & 2Click here for proposal detail
Contact Pak Dharmawan and explore their needs for training of telephone handling for frontliners
Pak Dharmawan akan share ke internal, mengenalkan akun social media SQCI ke beliau untuk mendapatkan info2 SQCI yang update.
Share PC Oktober 2020
Remind PC 27 Agt 2020
Koordinasi perihal report kegiatan selama 2019-2020
Pak Dharmawan memerluk report2 training dengan SQCI di 2019 dan 2020 untuk keperluan audit
Menawarkan PC Juli - Agustus 2020
Tawarkan Webinar IKJ 1 Juli 2020 ke pak Dharmawan, nanti akan direview
Email dan F/U Webinar dan Zoom ID 3 Jun 20
Remind Webinar IKJ 3 Jun, tidak merespon
Remind Webinar IKJ 3 Jun 20, mba Dwi belum merespon
Tawarkan Webinar IKJ : - Pak Dharmawan dan mba Novi tidak respon - Mba Lia, mba Dwi dan mba Tari tertarik
Say hi, small talk, share mengenai LMS, tapi tidak direspon pak Dharmawan
F/U PIC selain Pak Dharmawan untuk A/R, bisa kontek Novi dan Lian
Vid-call Management Team for E-Learning Development: 1. Team will provide storyboard per assigned session 2. Sale package: suggested to sell cheap in covid situation
Sending raw data on pax attendance doc as requested for preparing payment
geser ke feb due to report Click here for proposal detail
courtesy call asking date for meeting : report 6 batch es 2019 training & exploring new opportunity
coordinating final report 5 batches collecting adm. report & review
Coord in paz registration for BCC training 27-28 Jan
konfirmasi & preparation sebelum training run Senin, 27 jan
submit welcome letter for next week training
Follow up for pax list & T-shirt size
rev yearClick here for proposal detail
4 batches = 1 invoiceClick here for proposal detail
rev year of projectClick here for proposal detail
add 1 more batch for 2020Click here for proposal detail
plan: 2 batches in 2019Click here for proposal detail
will be 2 batches in 2019Click here for proposal detail
Proposal created with number 291/BTPNS-SA/XI/19Click here for proposal detail
reconfirm meeting next Monday
Training preparation.
share Welcome letter for pax
15 pax, BCCClick here for proposal detail
add 5 pax. total =20 BBQ Reduce Tshirt into 1pcs/ paxClick here for proposal detail
Harga disesuaikan menjadi harga all in di BCCClick here for proposal detail
- Kemungkinan di 8-9 Nov di BCC untuk 15 pax + 2 observer - Program jadi 2 hari, penekanan ke inovasi di diri sendiriClick here for proposal detail
Program diganti jadi self innovationClick here for proposal detail
Proposal created with number 256/BTPNS-SA/X/19Click here for proposal detail
Proposal created with number 255/BTPNS-SA/X/19Click here for proposal detail
Submit "Design Thinking" proposal
Submit proposal for Innovative program
invoicing start on Aug
Send pre post test score to PIC
2 batches - 2-3 pax/ batch
Proposal created with number 116/BTPNS-SA/V/19
Mau program Managing Personal Effectiveness @Work, run minggu depan, tapi 1 kelas terdiri dari 3 orang dan 1 kelas lagi 2 orang.
Follow up rencana program sekretaris, masih blm ada kbr dari user
Follow up rencana training program sekretaris
client chose other vendor
Proposal created with number 212/BTPNS-AI/VII/18
no updates
no updates
Pending
Pending
. kembali ke AI
. kembali ke AI
client use another vendor
client use another vendor
Perlu di follow up
Perlu di follow up
Perlu di follow up
Perlu di follow up
Perlu di follow up
Perlu di follow up
FAm
FU Proposal: lost
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Dear Mba Dwi dan Team, Terima kasih untuk waktu yang telah diberikan kepada PT Service Quality Centre Indonesia (SQCI) untuk mempresentasikan program Strengthening Internal Partnership dan mendengarkan masukan dari pihak BTPN Syariah. Berikut adalah
meeting Strengthening Internal Partnership
Dear Mba Dwi, terima kasih undangannya per email. Dengan email ini kami ingin mengkonfirmasikan kedatangan kami ke Meeting Presentasi Tema Pelatihan Service Excellence for Operation pada Kamis, 27.07.2017 jam 10:00 di Menara BTPN Lt. 27. Semoga ini
rev
Batch I : 17-18 May
New Program Basic Svc
Revision
Proposal Created with number 101/BTPNS-AI/III/17
New Proposal
Proposal Created with number 088/BTPNS-AI/III/17
Proposal Created with number 087/BTPNS-AI/III/17
FU
Waiting for presentation schedule
Waiting for presentation schedule
Proposal Created with number 058/BTPNS-AI/II/17
Proposal Created with number 057/BTPNS-AI/II/17