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- For mileage: "we end up estimating." This is likely a source of inaccuracy (at best inaccuracy ) and bilking the system (at worst bilking).
Juan the Auditor
Juan is an auditor who has to deal with multiple systems. Juan works in the finance department and has to transfer the data from expense reporting to the financial software used by the finance department for bigger expenses. Juan enjoys his job because of the analytical aspects that he enjoys doing and also enjoys finding mistakes that people make. Juan's primary role is to look at expense reports and compare line items to insure that there is nothing wrong between the receipts and expense reporting. Juan also analyzes total travel expenses for all employees across the whole company and is always looking for incremental ways to improve travel expense reporting.
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- Very manual process of comparing line items on spreadsheets and written documents to ensure correctness
- Sending back when Tracking down the sources of discrepancies when people make mistakes is very time consuming
- End up having to They usually work with multiple systems applications at once. One for reporting, one for tracking, and generally excel for numerical analysis.
Mary the Approver
Mary is a sales manager who cares about dealing with her budget. She has ten direct reports (including Phyllis) and just wants to see the big picture to see how her employees are spending money. She generally only cares about big ticket items but will appreciate reducing waste in her budget as long as she does not have to put in any extra effort. She is very busy at work and with kids, and she does not have time to analyze individual line items but yet has to approve every expense report. 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. She likes her job, which she has held for 30 years. She is less tech savvy than Phyllis.
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- Decide where you want to go on your trip
- Enter/modify trip information
- Submit or Save the trip for further modifcationmodification
Preconditions
- Have a traveler profile
- Know where you want to go
- Have an assigned approver
- A personal car and authority to create a trip
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