Sam - Emmanuel Sam is a 54-year-old small business owner who oversees tasks, inventory, and is in charge of allocating resources for projects. Sam is very busy, and wishes to have more time for his family. He values simplicity and still relies on traditional methods like pen and paper for his business and is not comfortable with modern technology. Sam however, wants to modernize some of his business operations, of which include inventory, client management, and project management, without feeling too overwhelmed. He is looking for a user-friendly, all-in-one business management solution that can help him streamline his business processes while allowing him more opportunity to spend quality time at home.
**Emmanuel**
Epics – "As Sam, I want to modernize my certain aspects of my business operations, such as inventory, client, and project management, so that I will have more free time"
Sam is a 68-year-old small business resource manager who is in charge of allocating and managing his company’s equipment inventory. Sam’s job is to ensure each team has the correct amount of necessary tools and equipment for their projects. Sam values simplicity, and still relies on traditional methods such as pen and paper to conduct his tasks, all while not being too comfortable with modern technology. Conventional practices have led to numerous allocation errors and has made Sam incredibly inefficient in managing tools. With these growing concerns, Sam instead wants to modernize his operations with easy-to-use software. He is looking for a user-friendly, resource management solution that can help him easily streamline his managerial processes, all while allowing him to become more efficient.
User stories -
**Epic(s) –**
1. As Sam, I want to be able to operate an easy-to-use client management tool that allows me to store and access client information, such as contact details, purchase history, in one place.
2. As Sam, I want to be able to operate an easy-to-use project scheduling feature that enables me to efficiently plan and allocate resources for upcoming projects.
"**As** Sam, **I want to** modernize my resource operations, **so that** I can become more efficient in my tasks."
Acceptance Tests – As Sam, I want a project scheduling feature that enables me to efficiently plan and allocate resources for upcoming projects. **• Test allocating a certain tool for a project, while that tool is in use** As Sam, I want a client management tool that allows me to store and access client information, such as contact details, purchase history, in one place. **• Test with customer who has multiple contact details and purchase history**
**User stories –**
Story Points – As Sam, I want a project scheduling feature that enables me to efficiently plan and allocate resources for upcoming projects. • 2 hrs As Sam, I want a client management tool that allows me to store and access client information, such as contact details, purchase history, in one place. • 2 ½ hrs
1) **As** Sam**, I want to** have the ability to add, modify and delete items from projects I oversee, **so that** one can easily allocate and manage tools and equipment within the company.
Prioritized user story –
2) **As** Sam**, I want to be** able to export and/or import a specified list of equipment to/from a spread sheet, **so that** efficiently track and compare our past and current inventory.
1. As Sam, I want a client management tool that allows me to store and access client information, such as contact details, purchase history, in one place.
2. As Sam, I want a project scheduling feature that enables me to efficiently plan and allocate resources for upcoming projects.
**Acceptance tests –**
1) **As** Sam**, I want to** have the ability to add, modify and delete items from projects I oversee, **so that** one can easily allocate and manage tools and equipment within the company.
a. Test with an item that currently has zero units in stock.
b. Test with invalid modifications
c. Test with non-existent item
d. Test with different users
2) **As** Sam**, I want to be** able to export and/or import a specified list of equipment to/from a spread sheet, **so that** efficiently track and compare our past and current inventory.
a. Test with different file formats (i.e. CSV, XLSX)
