RGV

Bank
Memo
To: RGV Bank
From: Ruben Lemus Jr.
CC:

Date: 11/22/20
Re: Customer Traffic Analysis

Thank you for the opportunity to assess your customer traffic data to provide recommendations for
improving operations. The analysis and recommendations below are based on the ten years of data
you provided. The analysis below is based on this data alone. Therefore, my suggestions should be
tempered by your knowledge of business realities and your market. Please let me know if I can
answer any questions concerning the analysis or the recommendations provided.

The data was analyzed using pivot tables. Pivot tables are a quick and efficient way to process data.
They allow you to manipulate data in many ways and quickly insert the data into a straightforward
interpretation graph. I have Analyzed the traffic patterns by the hour and day for all branches, % of
transactions by branch, and daily traffic between 9-12 pm. Below you will see the finding and the
recommendations based on the data and data alone.

1
ANALYSIS 1: Percentage of Hourly Traffic by Branch and By Day

Analysis

The data shows very similar traffic patterns across all branches of RGV Bank. Fridays and Saturdays
have the highest traffic patterns; traffic increases around 11 am and peaks at noon; we see another
spike from 4-5 pm, right before closing time.

Graphic
4000
3500
3000
2500 Mon
Tue
2000
Wed
1500 Thu
1000 Fri
Sat
500
0
9 to 10 10 to 11 11 to Noon to 1 to 2 2 to 3 3 to 4 4 to 5
noon 1

Sum of All Column Labels

We Grand
Row Labels Mon Tue d Thu Fri Sat Total
201
9 to 10 851 811 787 783 1447 7 6696
143
10 to 11 598 598 570 583 1025 8 4812
144 156 138 342
11 to noon 1426 6 6 1 2532 7 11778
188 178 180
Noon to 1 1814 6 4 4 3092 10380
117 122 119
1 to 2 1202 5 1 9 2113 6910
2 to 3 844 825 848 804 1443 4764
3 to 4 565 639 560 601 1035 3400
163 166 163
4 to 5 1709 0 2 2 2786 9419
901 899 878 1547 688
Grand Total 9009 0 8 7 3 2 58159

Recommendation

 Page 2
  All branches should have more people working on Friday and Saturday to minimize customers
waiting in line.

 All branches should schedule breaks around peak traffic times, 11 - 1 pm, and 4 -5 pm to
maximize employees available to assist customers.

ANALYSIS 2: Percentage of Traffic by Branch, by Week

Analysis

The data shows that branches 1, 2, 3 have very similar customer numbers, and each branch accounts
for about 20% of total customer counts. The remaining around 40% of customers do business at the
main branch.

Graphic

100%

90%

80%

70%

60%
Sum of Branch3
50% Sum of Branch2
Sum of Branch1
40%
Sum of Main
30%

20%

10%

0%
Mon Tue Wed Thu Fri Sat

Sum of Sum of Sum of Sum of

Row Labels Main Branch1 Branch2 Branch3
Mon 3562 1808 1830 1809
Tue 3605 1815 1801 1789
Wed 3594 1763 1851 1790
Thu 3463 1762 1770 1792
Fri 6030 3203 3124 3116
Sat 2735 1416 1359 1372
Grand Total 22989 11767 11735 11668

Recommendation

 Page 3
 The Main Branch of RGV Bank should have enough employees to assist twice as many customers as
any other branch.

ANALYSIS 3: Hourly Patterns from 9 – 12 pm by week

Analysis

The data shows just under a 100% increase in traffic on Fridays relative to weekdays (Monday -
Thursday) and Just under a 200% increase in traffic on Saturday relative to the weekdays.

Graphic

4000

3500

3000

2500 Mon
Tue
2000 Wed
Thu
1500 Fri
Sat
1000

500

0
9 to 10 10 to 11 11 to noon

Grand
Row Labels Mon Tue Wed Thu Fri Sat Total
9 to 10 851 811 787 783 1447 2017 6696
10 to 11 598 598 570 583 1025 1438 4812
11 to noon 1426 1446 1566 1381 2532 3427 11778
Grand Total 2875 2855 2923 2747 5004 6882 23286

Recommendation

Based on weekday scheduling RGV Bank should increase staffing to cover twice as many customers
on Friday mornings and three times as many customers on Saturday.

 Page 4
SELF ASSESSMENT
This Final project taught me how to deal with data. I went from having raw data to the analysis process
and then recommendations based on the findings. The ability to go through the whole process gave me
a glimpse into being a data-driven decision-maker.

Using pivot tables made it very easy to manipulate the data. I was able to manage data easily, quickly,
and efficiently. After setting up the pivot table, I set up a great visual representation of the data, making
the data more accessible to people. I looked at pivot tables before but never created one myself; after
this project, I will work with pivot tables regularly.

To be a good leader, I need to use data to assist with decision-making. This project showed me it is not
that difficult, and I enjoyed going through the process. I will continue to learn how to analyze data
efficiently and effectively because I know this is just the tip of the iceberg.

 Page 5