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.
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.
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**
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
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.
1. Personas 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.
**Persona 4: Business Manager - Elliott**
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@@ -49,16 +21,40 @@ Prioritized user story –
**Activities**: Overseeing business operations, reading reports, and attending virtual meetings.
**Technical** **Usage**/**Proficiency**: Adequate; can navigate most business software.
**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
**Goals/Needs**: The ability to manage both of his companies on one application
**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.
**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.
**Activities**: Overseeing business operations, reading reports, and attending virtual meetings.
**Technical****Usage**/**Proficiency**: basic technology knowledge limited to Microsoft Office suite and Quickbooks. Currently doing payroll on paper
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
