GR1 - Task analysis
User analysis
User Classes
- Business Traveler
- Business Users want to avoid the hassle of managing and saving receipts. They need information entered on their phone to integrate seamlessly with their office expense reporting platform.
- Clive is a professional salesman. He is 32 and travels five days a week every week; when he’s not on the road he’s not making money. He values the little time at home with his wife and young daughter.
- Business Administrator
- Business Administrators will be able to view aggregate reports from all of the users in their organization. Aggregate reports will be available, this may or may not be available in the mobile interface.
- Barbara is in her late twenties and runs finances for a group of approximately 40 travelling professionals. She is stretched thin by her duties at work and will take anything that makes life simpler.
Task analysis
- Capture Receipt** Goal*** Scan and save an image as a receipt
- Frequency*** High ( several times a day )
- Preconditions *** Must have a receipt
- Subtasks: *** Capture picture of a receipt
- Verify receipt was captured correctly
- Classify Receipt** Goal*** Classify a receipt into one of an arbitrary number of expense categories
- Frequency*** High ( done as you receive receipts ) / Low ( batched to categorize all receipts on the plane )
- Preconditions*** Expense Categories Exist
- Receipt Exists
- Receipt belongs to only one expense category
- Subtasks*** View Receipt
- Select one expense category
- Verify Expense Category
- Select account to bill to
- View Total Spend Patterns** Goal*** View a visualization of spend patterns by budget and expense type
- Frequency*** Rare (weekly)
- Preconditions*** Receipts have already been entered and classified.
- Subtasks *** Display Dashbaord
- Select Specific Budget and display it
- Select specific expense category and display it.
- Select both specific budget and expense category and display the intersection.