**JEWEL**Emma is a marketing manager for a medium-sized online store. She is 32 years old. She knows her way around technology, but she's not a tech guru. Emma's main goal is to keep her clients informed about sales, changes, and other important news. She is looking for an easy-to-use solution that will let her send emails to all of their company’s customers and her co-employees that look professional and are optimized for all devices. Emma is good at using most modern digital tools, but she doesn't want to send too many emails because she's afraid they'll end up in spam. She usually spends her day answering questions from customers, running email campaigns, and talking with her team.
**JEWEL****Persona** - Emma. Emma is an employee in the sales department for The Reno Company. She is 32 years old. She knows her way around technology, but wouldn't call herself an expert. As part of her many responsibilities, she has to send monthly reports to the whole staff that include information about payroll, employee usage, inventory returns, and upcoming due dates. She also reviews internal resources like setup guides and templates to make sure they follow the rules set by the company. She would like a solution that would essentially remove these responsibilities from her plate, perhaps an automated reporting system, so she doesn't have to do it every month. She usually spends her day answering questions from customers, running email campaigns, and talking with her team.
**EPIC.** As Emma, I want to seamlessly send bulk communications and auto-generated emails to both my team or our customers, so that promotions, updates, and important news get sent out on time and to the right emails.
**EPIC.** As Emma, I want an automated system that sends regular reports to staff, so that we can reduce the amount of manual work needed and boost the company’s overall productivity.
**\
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USER STORIES**
USER STORIES**
* #1 User Story: As Emma, I want to have autogenerated but distinct email templates, one for my coworkers and one for our customers, so I can make sure the content is relevant and engaging for each group.
* #1 User Story: As a sales-department employee in charge of reporting, I want to be able to change how often auto-generated reports are sent so that they can adapt to any changes in the company's policies. In addition, there should be a way to send reports right away.
* #2 User Story: As Emma, I want to be able to sort contacts into groups so I can send bulk emails to my team or to our customers, so I can make sure that communication is efficient, relevant and well-targeted.
* #2 User Story: User Story: As a sales-department employee in charge of reporting, I want to be able to sort employees into groups so that report content is specific to their jobs. For example, I could only share company revenue numbers with managerial staff while excluding it in the reports to regular employees.
**ACCEPTANCE TESTS**
**ACCEPTANCE TESTS**
1. Acceptance Tests for User Story #1:
1. Acceptance Tests for User Story #1:
* Emma should be able to make a new email template or keep what she currently has when she logs into the tool.
* There should be a separate "Reports" tab on the app's main navigation.
* Emma should be able to choose whether the template is for colleagues or for customers.
* Only people who work in the "sales" department should be able to access this tab.
* Once the audience is chosen, a template editor should open with sections already set up that are relevant to that audience.
* There should be a text field that can be changed that lets you choose how often the report is sent, along with a dropdown menu that lets you choose the time frame (days, months, or years).
* Emma should be able to save the template, change it, and delete it.
* There should be a report sent to every email address in the system database on a regular basis.
* Emma should be able to see how the template will look on different devices (desktop, mobile, tablet) after she saves it.
2. Acceptance Tests for User Story #2:
2. Acceptance Tests for User Story #2:
* Emma should be able to create a new contact group.
* There should be a "Reports" tab that stands out on the app's main navigation.
* She should be able to name the group and add contacts to it.
* Only people in the "sales" department should be able to see this tab.
* Emma should be able to select multiple contacts and assign them to a group in bulk.
* 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.
* Emma should be able to choose a contact group as the recipients of an email she sends.
* Reports must be sent in the format specified in the checklist.
* Emma should be able to edit, delete, and rename contact groups.
**STORY POINTS**
**STORY POINTS**
1. Story Points for User Story #1: 5 points
1. Story Points for User Story #1:
* Reasoning - 5 points were given because the level of difficulty is considered to be medium. It has medium difficulty because it is hard to make a user-centered template editor with predefined sections. Additionally, the amount of work needed is between medium and high as it includes both front-end tasks like UI/UX design and template previews, and back-end tasks like saving, editing, and deleting templates. There is also a medium level of uncertainty, which comes from the fact that the template might not look the same on all devices in ways that can't be predicted.
* Point(s): 5 points
* 5+ hours
* 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.
2. Story Points for User Story #1: 3 points
* Estimated Time: \~5 hours.
* Reasoning - 3 points were given because the level of difficulty was thought to be low to medium, mostly because grouping contacts is inherently easier than making a template editor, which is a more complicated task. But the effort is considered medium. The overall idea is simple, but it takes a lot of work to make sure the user experience is smooth, especially with features like bulk actions and group edits. There is a low level of uncertainty for this task because contact management is a field with numerous methods/techniques, so there isn't much uncertainty around this task.
2. Story Points for User Story #2: 3 points
* 1-3 hours
* 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.
* Estimated Time: \~3 hours.
---
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#### **Elliott Vaagen**
**Persona 4: Business Manager - Elliott Vaagen**
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.
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.
**Epic:**
Epic:
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.
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.
**User Stories:**
User Stories:
1: Leave Customer Feedback
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.
*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 increase and decrease my font size, so that I can manage my business without straining my eyes.
2: Access and Contribute to Review Page
As Steve, I want to be able to change GUI colour, so that I can have a visually pleasing work environment.
* 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
---
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...
@@ -181,4 +148,225 @@ Persona 3: Retail Supervisor - Dann
...
@@ -181,4 +148,225 @@ Persona 3: Retail Supervisor - Dann
---
---
# **_#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>
