Stats for CC Meeting

[danaannab]

When our clients purchase products, which products use BCOL payment method the most? (BCOL is the payment method that gets topped off periodically by the client.)
When our clients use credit card (CC) to pay for a product - what is the breakdown of each product purchased by cc? In other words what do clients use cc the most for?
Can we see all products breakdown for cc please?
I am here at 9 am tomorrow if you have any questions. Thank you.

[danaannab]

@hanlunBCRegistries I am keeping this open. Please add your results here from @pstemkens email:

From: Stemkens, Patty CITZ:EX [email protected]
Sent: Thursday, July 4, 2024 8:59 AM
To: Lane, John AM CITZ:EX [email protected]; Semple, Travis CITZ:EX [email protected]; Annab, Dana CITZ:EX [email protected]; Pitt, Ethan CITZ:EX [email protected]
Cc: Primeau, Genevieve CITZ:EX [email protected]; Wang, Hanlun CITZ:EX [email protected]
Subject: RE: Expanding the use of credit card

I will create a spreadsheet for this in google. I took a quick look in PowerBI and I cannot see this data. Hanlun, can you work with me to find this information?

https://docs.google.com/spreadsheets/d/1l48-fVR-6KwtnaQ2xEoBW9QQOpvAlv4n/edit?gid=424395675#gid=424395675

Thanks
Patty

From: Lane, John AM CITZ:EX [email protected]
Sent: Thursday, July 4, 2024 8:30 AM
To: Stemkens, Patty CITZ:EX [email protected]; Semple, Travis CITZ:EX [email protected]; Annab, Dana CITZ:EX [email protected]; Pitt, Ethan CITZ:EX [email protected]
Cc: Primeau, Genevieve CITZ:EX [email protected]; Wang, Hanlun CITZ:EX [email protected]
Subject: RE: Expanding the use of credit card

Hello,

If possible, please prep some stats for Friday’s meeting. Among the questions below, some can be answered by stats I think.

1. Would people be satisfied with PAD, CC and EFT for premium accounts?  UX research question
2. Which products can use CC today?  I believe this is known. Travis shared this once I believe
3. Can we remove BCOL payment option from 1 product at a time?  not a stats question
4. Which products use BCOL the most?  I’d like to expand on this a bit. See below.

I think the best summary would be a table that showed:
• Per product, what payment methods are used?
• Show this in terms of transaction count
• Show this in terms of percentage for the product (e.g. Courts is 30% PAD)
• (nice to have) Show this in terms of percentage of total platform transactions (e.g. Courts PAD payments are 2% of the Modernized transactions)

This will help us see which products to target. I believe this existing PowerBI dashboard may be helpful to see how it breaks down on the legacy side, especially COLIN - https://app.powerbi.com/Redirect?action=OpenReport&appId=bbe8ed57-3be5-44be-90dc-451db45bf707&reportObjectId=f241dd4c-55f2-419e-84c1-ae7aeac892cb&ctid=6fdb5200-3d0d-4a8a-b036-d3685e359adc&reportPage=ReportSection631e71f46304a6355c40&pbi_source=appShareLink&portalSessionId=4dae8293-8747-4add-a171-b24e9372014c

John Lane

[danaannab]

This is now completed by Travis.

[danaannab]

This is now completed by Travis.