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- Phyllis the Traveler
- Juan the Auditor
- Mary the Approver
Phyllis the Traveler
Phyllis is a salesperson and an experienced traveler. She works late almost everyday and is always looking for new ways to make her daily job more efficient, especially for tasks that do not directly impact her performance at her job. She has three kids, and therefore wants to maximize the amount of time she spends at home. She is comfortable with using the internet from her daily job, but she is not necessarily up to date with the newest cutting edge technology. She finds that during reimbursements is the worst part of her day, and most of the time has to take care of her expense reporting at home, because she is not allowed to bill those hours to her work. Phyllis wants an interface that is easy to use and will save her a lot of time.
Mary the Approver (Travel Manager)
Mary is a manager who cares about dealing with her budget. She has ten employees and just wants to see the big picture and see how her employees are spending money. She generally only cares about big ticket items but will appreciate the improvement in her budget as long as she does not have to put in any extra effort. She’s a busy manager who does not check the individual line items and is constantly approving different line items. She is very busy at work and with kids, and she does not have time to analyze the line items but has to approve the expense reports. She consults with the traveler to help them plan where to go. She is part of the initial process and a user of the system herself. Phyllis is her direct report. She likes her job, and she’s older. Mary is less tech savvy than Phyllis. Mary drives a Cadillac.
Notes from interviewing a business consultant:
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