**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.
#### **JEWEL**'S PERSONA
**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.
**BACKGROUND:** Emma is a team lead in the sales department for The Reno Company. At 32 years old, she's adept at using technology, though she wouldn't call herself a tech expert. Leading a team of sales representatives, one of her main jobs is to make sure that monthly reports are sent to various teams within the company who wants information about different things. For example, these teams include Design & Planning, Construction & Execution, Procurement, and Finance.
* The Design & Planning team needs to know about popular renovation styles and what customers want.
* Construction & Execution looks for feedback on project timelines, material quality, and client satisfaction.
* Procurement needs to know about updates on material stocks, vendor relations, and budgeting.
* Finance needs sales numbers, project costs, and estimates of how much money will be made.
She also checks internal documents like setup guides and templates to make sure they follow the rules of the company. Emma wants a way to make this reporting process easier. Ideally, she wants an automated system that can be changed to fit the needs of different teams. Her typical day includes making plans with her team, responding to client questions, setting up email campaigns, and working with other team leads.
**EPIC.** As Emma, I want an automated system that sends customized reports to different teams (ex: Design & Planning, Construction & Execution, Procurement, and Finance teams), so that each team gets the information they need, which makes collaboration between departments easier, productive and efficient.
**\
USER STORIES**
* #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: 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.
* #1 User Story: As a team lead of the sales-department in charge of reporting, I want to be able to set different frequency for sending reports to different teams so that I can be flexible and meet the needs of each team as they arise. This should also include the ability to send reports right away if needed.
* #2 User Story: User Story: As a team lead of the sales-department in charge of reporting, I want to be able to sort employees emails into groups, so that report content is specific to their jobs and each team only gets useful information that fits their needs. For example, I could only share company revenue numbers with managerial staff while excluding it in the reports to regular employees.
**ACCEPTANCE TESTS**
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@@ -72,54 +81,21 @@ USER STORIES**
---
#### **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.
**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.
**User Stories:**
1: Leave Customer Feedback
* 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.
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.
**Persona 4: Business Manager - Elliott Vaagen**
**Acceptance Test:**
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.
User Story 1: Leave Customer Feedback
Epic:
* User should be able to write feedback to their project
* User should not be able to view other projects feedback
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 Story 2: Access and Contribute to Review Page
User Stories:
* 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
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 3: Switch Between Review Ratings
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 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
As Steve, I want to be able to change GUI colour, so that I can have a visually pleasing work environment.
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@@ -127,34 +103,21 @@ User Story 3: 1
---
**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.
**Persona 7: Multi-company manager - Vince**
**Epic**
**Name**: George Odegard
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.
**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
**User Stories**
**Goals/Needs**: The ability to manage both of his companies on one application
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.
**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.
Acceptance criteria:
**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.
- 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.
**Activities**: Overseeing business operations, reading reports, and attending virtual meetings.
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
**Technical****Usage**/**Proficiency**: basic technology knowledge limited to Microsoft Office suite and Quickbooks. Currently doing payroll on paper
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@@ -193,3 +156,226 @@ Persona 3: Retail Supervisor - Dann
**Technical****Usage**/**Proficiency**: Moderate; can handle standard retail software.
---
# **_#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>
