EMS Request ApprovalUser Study, Profile, Personas

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Contents1. Introduction

1.1 Purpose -----------------------------------------------------------------------------------------------------------------------

1. User Profiles -------------------------------------------------------------------------------------------------------------------------2. Environmental Profiles ------------------------------------------------------------------------------------------------------------3. Personas

3.1 Persona 1 ---------------------------------------------------------------------------------------------------------------------3.2 Persona 2 ---------------------------------------------------------------------------------------------------------------------

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Purpose

User ProfilesUser profile describe the user’s tasks or goals when interacting with the application.

The User Profiles work product defines the characteristics of a typical user in each user category. Each user profile includes a description of the user’s prior knowledge and experience, physical characteristics, social and physical environment, cognitive characteristics current job characteristics, and goals, as they relate to how the user will interact with the system.

PersonasPersonas are a set of representative profiles for a customer base. As a design tool, they are a powerful way to communicate behaviors, goals, wants, needs, and frustrations.

Effective personas are driven by research data and focus on how a particular profile uses a particular application in a given context. The creation of different profiles is based on analysis of behaviors, goals, wants, needs, and frustrations of many customers.

The purpose of this document is to describe the User Profiles created for this project. It enables:

• Understanding of the intended users for a new system – this is vital since obtaining knowledge of the users’ characteristics is the first step in designing a user interface that meets their needs.• Defining User Profiles• Compiling Personas

User ProfileAge (Age distribution across the group of user)

Location & Language (Geographical distribution and language for the user group)

User Profile

Usage Type (What do people use there mobile phones for?)

Usual problem with handheld

User ProfileEnvironment of use

Key tasks (Expectation from the app and key tasks performed across the user group)

(Indoor/Outdoor etc. usage)

User ProfileHandheld Usage (Smartphone & tablet usage across the group of user)

User ProfileProfile Description Persona

Job Title: Billing ManagerName: MikeAge: 35Phone: Iphone

Mike is an energetic dynamic person. He is married and has a kid. Love spending time with his kid. At home sometime he has to work on few urgent things and which bothers him a lot with his hyperactive kid around. On his leisure time mike loves to read about gadgets, going to pub with friends.

At work, mike usually has a very busy day. Monitoring the workload and the analysts hardly leaves time for anything else to look into. Where there are a number of action items he has to take care.

Goals• Increase productivity• Keep team happy• Provide executive management with the data they need to make better business decisions.

Daily Tasks• Manage Billing Analysts• Manage work loads of billing analysts• Manage work policies• Manage secondary approvals• Manage overall invoice management process• Generate high level reports for executive management such as spend by vendor. • Review and approve special invoices.• Manage the week long process of missing invoices report• Special cases (invoices that require additional analysis, investigation work).

Common questions• What are my team members working on? • How many invoices were processes during the month. • Status for vendor spend, exceptions and savings. • Reports

LikesProcesses that document analyst name, date they performed task. The reports that work

DislikesDifficult to get configure reports. Difficult to see overall process and work loads of team members.