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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

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    • 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

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    • 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

section.

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    • 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.

Domain analysis

Entities

  • Receipt
  • Account
  • Expense Category
  • Traveler
  • Trip
  • Business Administrator
  • Spending Report
  • System Administrator