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Storyboard
This interface is pretty simple. Basically, Juan logs into the system, and the system recognizes he has the authority to analyze trips. Therefore, he is able to use the regular functionality of the system, and he also has a button at the top (maybe in red) that says "Export All". When Juan presses this button (which is always visible to him), the standard windows explorer dialog box pops up that allows him to save all the information in the system to an .xls or .csv (or whatever) file(s).
They then do all their analysis offline, and can flag and track followups with managers or whoever via excel. 
This simple interface is derived from our interview with an auditor who said that she did most of her analysis offline in excel.

Visibility
Visibility of this functionality is high because it will be a large button in the main navigation area that is colored red. The user spotlight is likely focused on this area a good amount, especially when starting their session.

Learnability
Learnability of this function is very high because it speaks in the user's language ("export" usually means download a file). In addition, it doesn't attempt to force the user to learn any new analysis functionality, because they are probably more comfortable and familiar with offline tools (like excel). Finally, there is instant feedback with a familiar download dialog box.

Efficiency
Efficiency of this function depends on the size of the file being downloaded. If the file is large (and we indicated that there can be as many as 10 million trips in the system) this functionality may not even work and we may have to cut the file size off. 
Also, in some sense, we are sloughing off efficiency onto the user's ability in other tools. Perhaps the user is not that skilled at excel (although that is unlikely given the user profile).

Errors
The only error that can result from this interface is the user pressing the button accidentally. However, the "save file" dialog box will allow the user to cancel their action.

Design #3

Create Trip

Explanation

 

Storyboard
In this part of the story, Phyllis needs to plan a new trip.  In order to plan her new trip, she logs in and can drag and drop new clients into a calendar with preconfigured dates.  She clicks the Auto button so that her trip is automatically planned for her.

Visibility 
Visibility of this storyboard is very high.  It uses symbolism from Google calendar, and has a lot of the same features that people are used to seeing.  Programs such as Outlook and Google calendar all work this way where you can input new events and drag the event to the length you want the event to go for.

Learnability 
This interface is very learnable, because even after using the Auto function, the interface is still very modifiable.  Also, once you click the map, you can see another representation of the information entered in by the user.

Efficiency 
The efficiency of this interface is not as efficient as it could be.  Often it could be easier to enter in events without having to drag and drop and enter in events manually.

Errors 
The only error that can result from this interface is the user pressing the button accidentally. However, the "save file" dialog box will allow the user to cancel their action.


Approve Trip


Explanation

Analyze Trip

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