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.
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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"
User stories -
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.
**_#1 Persona_**
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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**
1. Persona 1: Small Business Owner - Emmanuel Name: Sam Vital Statistics: Age 54. 6 kids, 2 dogs. Small business owner. Goals/Needs: A simple platform to manage clients and projects without a steep learning curve. Motivations: Wants to modernize his business operations without getting overwhelmed by technology. Frustrations: Struggles with technology and still relies on traditional methods like pen and paper. Activities: Overseeing projects, checking inventory, and allocating resources. Technical Usage/Proficiency: Limited; prefers straightforward tools.
2. Persona 2: Senior Business Manager - Dann Name: Patrick Roger Vital Statistics: Age 69, lives with his old dog in a house. Goals/Needs: A user-friendly scheduling tool to organize meetings and track projects. Motivations: Efficient time management and clear communication with his team. Frustrations: Complex scheduling tools like Excel that aren't intuitive. Activities: Setting up meetings, reviewing project timelines. Technical Usage/Proficiency: Basic; Struggles with complex software.
3. Persona 3: Retail Supervisor - Dann Name: Rachel Vital Statistics: Age 28. Single and ambitious Goals/Needs: Accurate inventory management and tools to boost sales. Motivations: Aspiring to climb the retail hierarchy and eventually own a store. Frustrations: Discrepancies in inventory counts and outdated systems. Activities: Daily stock checks, sales analysis, and customer interactions. Technical Usage/Proficiency: Moderate; can handle standard retail software.
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
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Prioritized user story –
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.
**Persona 2: Senior Business Manager - Dann**
**Name**: Patrick Roger
**Vital****Statistics**: Age 69, lives with his old dog in a house.
**Goals/Needs**: A user-friendly scheduling tool to organize meetings and track projects.
**Motivations**: Efficient time management and clear communication with his team.
**Frustrations**: Complex scheduling tools like Excel that aren't intuitive.
**Activities**: Setting up meetings, reviewing project timelines.
**Technical****Usage**/**Proficiency**: Basic; Struggles with complex software.
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**Persona 3: Retail Supervisor - Dann**
**Name**: Rachel
**Vital Statistics**: Age 28. Single and ambitious
**Goals/Needs**: Accurate inventory management and tools to boost sales.
**Motivations**: Aspiring to climb the retail hierarchy and eventually own a store.
**Frustrations**: Discrepancies in inventory counts and outdated systems.
**Activities**: Daily stock checks, sales analysis, and customer interactions.
**Technical****Usage**/**Proficiency**: Moderate; can handle standard retail software.
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**Persona 4: Business Manager - Elliott**
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@@ -43,7 +62,7 @@ Prioritized user story –
**Technical****Usage**/**Proficiency**: Adequate; can navigate most business software.
**Technical****Usage**/**Proficiency**: basic technology knowledge limited to Microsoft Office suite and Quickbooks. Currently doing payroll on paper
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*******#2 EPICS*******
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**_#2 EPICS_**
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**Epic for Persona 4 (Steve Smith):**
Epic: As Steve, I want a customizable digital platform that offers visual adjustments, so that I can manage my business operations comfortably without straining my eyes.
Epic: As a multi-company manager, I want to be able to add and manage multiple companies under a single user account, so that I can efficiently oversee and navigate between different business entities without the need for multiple logins/outs and interfaces
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*******#3 User Stories*******
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User Story #7:
**Epic for Persona 2 (Patrick Roger):**
As Steve, I want to be able to switch between light and dark mode, so that I can have a digital work environment that matches my surroundings
Epic: As Patrick Roger, I want an easy-to-use scheduling tool within the GUI so that I can plan meetings and oversee project timelines without any technological hitches.
User Story #8:
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As Steve, I want to be able to increase and decrease my font size, so that I can manage my business without straining my eyes
**Epic for Persona 3 (Rachel):**
** User Story #14 **
Epic: As Rachel, I want a comprehensive inventory management system and sales analytics tools in the GUI so I can boost sales and streamline stock checks to make my retail processes efficient.
As a multi-company manager, I want the ability to assign multiple companies to my user profile using the unique company IDs generated by the app upon company registration so that I can easily assign my companies to my profile without having to trial-and-error all similarly-named companies.
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Acceptance criteria:
- A list of companies will be added to the user profile page
- A button to add a company will be added to the user profile page
- Clicking the button will display an "Add Company" form
- In the "add company" form, there will be a search bar to input a company ID
- The correct company will appear in the search results after a successful search
- No other company should appear
**_#3 User Stories_**
** User Story #15 **
As a user, I want the ability to see key information from all companies assigned to my profile under one dashboard so that I can make quick decisions stemming from the information displayed.
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Acceptance criteria:
- Upon login, the user should be taken to the dashboard page (homepapge)
- On the dashboard page, there must be a dropdown that shows all companies assigned to the user
- Selecting a company must display crucial information related only to that company
User Story #7:
As Steve, I want to be able to switch between light and dark mode, so that I can have a digital work environment that matches my surroundings
User Story #8:
As Steve, I want to be able to increase and decrease my font size, so that I can manage my business without straining my eyes
<table>
<tr>
<td>3</td>
<td>As Patrick Roger</td>
<td>I want to see an estimated timeline of a project’s completion</td>
<td>so that I can make informed decisions and manage expectations</td>
</tr>
<tr>
<td>4</td>
<td>As Patrick Roger</td>
<td>I want to be able to switch between different calendar views (e.g., day, week, month)</td>
<td>so that I can view my schedule in a way that’s relevant and comfortable</td>
</tr>
<tr>
<td>5</td>
<td>As Rachel,</td>
<td>I want insights into the best-selling items and low-performing stocks throughout the GUI</td>
<td>so that I can devise strategies to boost sales and clear out old inventory</td>
</tr>
<tr>
<td>6</td>
<td>As Rachel,</td>
<td>I want a straightforward method to input daily sales and returns</td>
<td>so that I can ensure accurate inventory counts without consuming too much time</td>
