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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
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 intersectionsection.

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Domain analysis

Entities

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