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Phyllis is a salesperson and an experienced traveler. She works late almost everyday and is always looking for new ways to make her daily job more efficient, especially for tasks that do not directly impact her performance at her job. She has three kids, and therefore wants to maximize the amount of time she spends at home. She is comfortable with using the internet from her daily job, but she is not necessarily up to date with the newest cutting edge technology. She finds that during doing reimbursements is the worst part of her day, and most of the time has to take care of her expense reporting at home, because she is not allowed to bill those hours to her work. Phyllis wants an interface that is easy to use and will save her a lot of time.
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Juan is an auditor who has to deal with multiple systems. Juan works in the finance department and has to transfer the data from expense reporting to the financial software used by the finance department for bigger expenses. Juan enjoys his job because of the analytical aspects of his job that he enjoys doing and therefore also enjoys finding mistakes that people make. Juan's primary role is to look at expense reports and compare line items to insure that there is nothing wrong between the receipts and expense reporting. Juan also analyzes total travel expenses for all employees across the whole company and is always looking for incremental ways to improve travel expense reporting.
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Mary is a manager who cares about dealing with her budget. She has ten employees direct reports (including Phyllis) and just wants to see the big picture and to see how her employees are spending money. She generally only cares about big ticket items but will appreciate the improvement reducing waste in her budget as long as she does not have to put in any extra effort. She’s a busy manager who does not check the individual line items and is constantly approving different line items. She is very busy at work and with kids, and she does not have time to analyze the individual line items but has to approve the expense reports. She consults with the traveler to help them plan where to go. She is part of the initial process and a user of the system herself. Phyllis is her direct report. She likes her job, and she’s older. Mary which she has held for 30 years. She is less tech savvy than Phyllis. Mary drives a Cadillac.
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