@@ -93,23 +93,27 @@ As Steve, I want to be able to change GUI colour, so that I can have a visually
**Persona 5: Financial Analyst - Leo****Name**: Leo **Vital****Statistics:** Leo is a 32 years old man, he is a Financial analyst at WhatIf Inc. Most of the time he has to read, record and analyze data for his company. He is really experienced with excel and google sheet, since he deals with apps like those a lot. He would like a tool to make his life easier when importing and analyzing data. **Goals/Needs:** Access to real-time, consistent financial data, and need a more efficient way to analyze data. **Motivations:** Enhancing company's financial standing and personal recognition. **Frustrations:** Disjointed data sources and manual data crunching. **Activities:** Analyzing financial trends, creating reports, and strategizing. **Technical****Usage/Proficiency:** High; adept at financial software.
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**Persona 7: Multi-company manager - Vince**
**Name**: George Odegard
**Vital****Statistics**: Age 67, Owner of a small renovation company, and project manager of an IT company, married, basic technology knowledge limited to Microsoft Office suite
**Goals/Needs**: The ability to manage both of his companies on one application
**Motivations**: Currently using multiple applications across both his companies to do essential tasks, such as inventory management (one app), project management (another app), and employee management (another app). Having to quickly switch between interfaces and accounts to make a quick decision is hindering productivity.
**Frustrations**: Must repeatedly switch between multiple interfaces and log in/out of multiple accounts to achieve his daily goals. Additionally, heavily relies on cognitive mapping when making quick decisions for his tasks.
**Activities**: Overseeing business operations, reading reports, and attending virtual meetings.
**Technical****Usage**/**Proficiency**: basic technology knowledge limited to Microsoft Office suite and Quickbooks. Currently doing payroll on paper
Vince
Persona – George Odegard
George is a seasoned employee of his renovation company and has many responsibilities, including being a drafter for numerous projects and a driver for equipment. He is a 54-year-old single male and has basic proficiency with technology (i.e., when software is needed to be downloaded on his devices, he’s able to follow documentation and steps). Currently, he is finding his productivity hindered by the need to switch between multiple interfaces, navigating them to look for his desired information, all to make a single decision. When multiple decisions need to be made, the amount of time wasted from navigating multiple interfaces begins to pile up.
Epic
As an employee, I would like to see critical statistics, such as employee usage, inventory items taken out, current base salary, and upcoming project deadlines on a single dashboard so that I can make quick informed decisions, such as time management, task priority, organization, etc., which will consequently boost productivity.
User Stories
1) As an employee, I would like the ability to filter certain information on the dashboard via a checklist so that I can boost my productivity by being more organized and filtering out any unnecessary information.
Acceptance criteria:
- There must be a checklist on the side of the dashboard.
- When clicking a checkbox on the checklist, that piece of information must be visible.
- When unchecking a checkbox on the checklist, that piece of information must disappear.
2) As an employee, I would like the ability to view detailed information about each dashboard item when clicked. This includes seeing inventory items for my team directly from the dashboard, viewing project deadlines, and viewing team contact details so that I can avoid having to navigate to multiple pages and boost my productivity.
Acceptance criteria:
- When hovering over a section title in the dashboard, there must be a summary of what the section represents.
- There must be an enlarge button on the team section and the project section.
- When the team section is enlarged, there must be a popup window that displays a table containing team member names, email addresses, phone numbers, and employee types (employee/manager)
- When the project section is enlarged, a popup window that displays a table containing project name, team(s) assigned to the project, and deadline must be displayed
