PACT Analysis

The Team 3

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Phase 1: Envision

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3 min read

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Jan 25, 2016

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Machines were mice and humans were lions once upon a time, but now that it’s the opposite, it’s twice upon a time

PEOPLE — characters, skill set

Physical:

• Gulf Petro (GPC) Project Managers
• Employees (TOS), contractors, salaried
• Small business owners
• Older people/people who aren’t tech savvy who need education
• Millennials (teens to age 30)

Psychological:

• Concern and value transparency and security
• Need for easy to absorb data visualization
• Sense of responsibility and accountability
• Concerned for management of cost and values
• Sensitivity to privacy and permissions relating to account position

Usage:

• Usage is also dependant on email and in-app notifications
• Invoicing, on-the-go
• Project Managers, employees

ACTIVITIES — how they are done and how they can be improved

Frequency:

• It will be used daily to check costs and expenses
• Daily updates and notifications for frequent use

Cooperation:

• Use between both employees/business owners
• Differentiation of project managers, employee positions, (who sees what)

Complexity:

• View invoices in an efficient way using a mobile app
• Avoid duplicate invoices and multiple rate charges

Safety/Errors:

• Compare bill payments to ensure stability of costs and payment
• Issue a purchase order which includes pricing, cost and all fees
• Reduce effort, time, and costs
• Formal invoicing estimates/agreements, to be approved by project managers
  (Negotiate a rate with TOS), history view

CONTEXT — where they do and with whom

Environmental:

• Portable (to check finances/security)
• Access at work and on the go
• Different countries, currencies, time zones (activity, timestamps)
• Verify risk factor of over charge

Social:

• Privacy measures to counter financial discrepancies
• From account info input: Mandatory employee profile picture and name for accountability
• Employee history activity

Organizational:

• Emphasize work safety for part-time and full time employees
• Secure account info for instant coherency with data
• History of costs and productivity
• Fluctuations of currency

TECHNOLOGIES — current and proposed

Medium:

• Mobile application
• On the go (Android, Apple, Windows)
• Cloud based invoicing/project management service

Output:

• Easy to navigate through rates and invoices
• Providing history of costs and payments for stability
• Concise reports on employee contribution and labour efforts
• Overview of cost and expenses of labour time
• View history of employee accountability and history of payment
• History of invoices after payments to verify if duplicate invoices have been created
• Indication of (paid, overdue or draft) for invoices

Inputs:

• Reports on client interactions and invoice history
• Compatible with other applications (Gmail)
• Internal account info from company
• Manual editing to invoices (typos, differentiation of roles)

Communication:

• Emails from clients as a communication medium,
  — for invoicing
  — estimates,
  — confirmations (payment, etc)
• Notifications reminders to pay invoices, etc (mindful of private data such as numbers)
• Voicemail for urgency

Pain Points:

• Transparency
• Team management
• Disorganization of information
• Lack of trust between company and employees
• Lack of navigation to categorize and locate data
• Confusing output of data visualization
  (will build upon other pain points for project statement)
• Pain in budget, expenses
• No one to inform the right, ethical decision
• Security of employees information and of financial