**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.
#### **Leo Liu**
**Name:** Leonardo Walker
**Background:** Leonardo, aged 56, holds the position of manager at WhatIf Inc. He is a dedicated parent to a child currently pursuing higher education. While not naturally tech-savvy, Leonardo is open to embracing modern technology. His primary objective is to inspire and enhance the efficiency of his employees. However, his company continues to rely on outdated methods for managing employee data, stored in cumbersome paper files and folders. Over the years, this archaic system has consumed valuable office space and made retrieving employee information a time-consuming ordeal. Furthermore, organizing events for his team has become an exhaustive task, involving manual checks for location, contact details, and preferences. With the company undergoing structural changes, Leonardo is determined to transition from paper-based records to digital management, enabling him to access employee information swiftly and effectively and streamline event planning for his staff.
**Epics:**
As Leonardo, I want the ability to search, view, add, and delete employee information in a digital database, so that employee management becomes more efficient and organized, enabling quick access to employee details, and improving overall efficiency and work environment.
**User Stories:**
*User story #1:*
As a manager, I want to be able to add/delete/modify employees to a system or database, so that those info could be organized and more efficient to access.
*User story #2:*
As a manager, I want to be able to search a list of employees by keyword, so that I can free up the space in my office and be able to know who works at my company at a glance.
*User story #3:*
As a manager, I want to be able to view the details of each employee using software, so that I can quickly access and understand important information about our employees and their roles. this could also help bring benefits to them and organize events for them.
