* There should be a "Reports" tab that stands out on the app's main navigation.
* There should be a "Reports" tab that stands out on the app's main navigation.
* Only people in the "sales" department should be able to see this tab.
* Only people in the "sales" department should be able to see this tab.
* There should be a checklist like option for each employee group where we can toggle what can be included or left out in the reports, such as salary, project deadlines, employee usage, company revenue and inventory items checked out.
* There should be a checklist like option for each employee group where we can toggle what can be included or left out in the reports, such as salary, project deadlines, employee usage, company revenue and inventory items checked out.
* Reports must be sent in the format specified in the checklist.
* Reports must be sent in the format specified in the checklist.
**STORY POINTS**
**STORY POINTS**
1. Story Points for User Story #1:
1. Story Points for User Story #1:
* Point(s): 5 points
* Point(s): 5 points
* Reasoning: This involves making a user interface for setting the frequency, connecting to the backend to schedule reports, and adding the ability to send them right away.
* Reasoning: This involves making a user interface for setting the frequency, connecting to the backend to schedule reports, and adding the ability to send them right away.
* Estimated Time: \~5 hours.
* Estimated Time: <spandir="">\~</span>5 hours.
2. Story Points for User Story #2: 3 points
2. Story Points for User Story #2: 3 points
* Point(s): 3 points
* Point(s): 3 points
* Reasoning: This story involves making a user interface for dividing employees into groups and a system for changing the content of reports based on these groups.
* Reasoning: This story involves making a user interface for dividing employees into groups and a system for changing the content of reports based on these groups.
* Estimated Time: \~3 hours.
* Estimated Time: <spandir="">\~</span>3 hours.
---
---
**Persona 4: Business Manager - Elliott Vaagen**
#### **Elliott Vaagen**
Steve Smith is a 45-year-old business manager who spends long hours managing his business operations by reads reports and participates in virtual meetings. Due to his poor eyesight, Steve would like a simple digital platform that provides a pleasurable viewing experience. Despite his poor eyesight, Steve’s technical proficiency is adequate, enabling him to navigate most business software with ease.
Steve Smith is a 26-year-old influencer with a online following of over 10 thousand people. He specializes in providing reviews and insight on various products and services. Steve enjoys expressing his opinions about the projects that he has participated in along with creating reviews on company webpages for other customers to view. Even with Steve's following, he has trouble getting his opinions and ideas across to the company if they don’t have a dedicated client feedback and review system.
Epic:
**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.
As Steve, I want an easily accessible platform to communicate with target companies about project feedback, while also being able to create and view customer reviews, so that I can express my opinions to both the company and other potential customers.
User Stories:
**User Stories:**
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.
1: Leave Customer Feedback
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.
*As Steve Smith, I want to be able to leave customer feedback about my project, so that i can express my opinions to the company.
As Steve, I want to be able to change GUI colour, so that I can have a visually pleasing work environment.
2: Access and Contribute to Review Page
* As Steve Smith, I want to be able to access and contribute to the collection of customer reviews, so that I can gain insights into the experiences of others with the company.
3: Switch Between Review Ratings
* As Steve Smith, I want to be able to toggle between review ratings, so that I can view the highest or lowest ratted reviews.
**Acceptance Test:**
User Story 1: Leave Customer Feedback
* User should be able to write feedback to their project
* User should not be able to view other projects feedback
User Story 2: Access and Contribute to Review Page
* User should be able to see other users posted reviews
* User should be able to add their own reviews
* User should not be able to post empty review
User Story 3: Switch Between Review Ratings
* User should be able to change which reviews are being shown by their ratings
* User only sees reviews with selected rating
* User can return to viewing reviews with all ratings
**Story Points:**
User Story 1: 2
User Story 2: 2
User Story 3: 1
---
---
**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.
**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.
---
---
**Vince**
**Vince**
**Persona – George Odegard**
**Persona – George Odegard**
...
@@ -104,20 +138,24 @@ George is a seasoned employee of his renovation company and has many responsibil
...
@@ -104,20 +138,24 @@ George is a seasoned employee of his renovation company and has many responsibil
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.
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**
**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.
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:
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.
- 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:
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 hovering over a section title in the dashboard, there must be a summary of what the section represents.
- 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)
- There must be an enlarge button on the team section and the project section.
- 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
- 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
---
---
Persona 2: Senior Business Manager - Dann
Persona 2: Senior Business Manager - Dann
...
@@ -154,227 +192,4 @@ Persona 3: Retail Supervisor - Dann
...
@@ -154,227 +192,4 @@ Persona 3: Retail Supervisor - Dann
**Technical****Usage**/**Proficiency**: Moderate; can handle standard retail software.
**Technical****Usage**/**Proficiency**: Moderate; can handle standard retail software.
---
---
\ No newline at end of file
# **_#2 EPICS_**
---
**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 for Persona 7 (George Odegard):**
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
---
**Epic for Persona 2 (Patrick Roger):**
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.
---
**Epic for Persona 3 (Rachel):**
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.
---
# **_#3 User Stories_**
---
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
\*\* User Story #14 \*\*
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.
\*\* 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.
<table>
<tr>
<td>User story #</td>
<td>
As a \< type of user / person \>
</td>
<td>
I want to \< goal / objective \>
</td>
<td>
So that \< benefit / result / some reason \>
</td>
</tr>
<tr>
<td>1</td>
<td>
</td>
<td>
</td>
<td>
</td>
</tr>
<tr>
<td>2</td>
<td>
</td>
<td>
</td>
<td>
</td>
</tr>
<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>
