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- Manager hand signs approvals. Need a quick way to make sure that no line items are completely inaccurate
- People end up submitting all reports at the same time, and the system gets crowded all at once, therefore need a solution that can handle high volume and allow the person receiving the high volume to be able to deal with all the expenses.
Andy the Assistant
Andy is the business manager of the office. In addition to his own responsibilities, he is often called on to handle expenses for executives of the firm. Andy hates his job, particularly the repetitive paperwork tasks he has to do day in and day out. He also hates how a lot of clerical work (like expense reports) get dumped on him on Friday, as the executives leave for the weekend. Andy is relatively young for the office, and has ample experience with web-based applications due to his browsing activities during work hours.
Lessons learned from a Business Manager (Assistant Persona)
- Mileage reimbursement was the worst part of expenses. Every leg had to be entered into an excel form and printed out on mapquest, and often required multiple conversations with busy bosses so that they could remember every leg of their trip.
- She also had to look up the mileage reimbursement rate on a regular basis, because she would forget.
Task analysis
There are a few main tasks involved with creating MileageManager. These tasks include:
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