The business analysts and project managers on Team Gitlab are Christopher Sidorchuck, Khanh Tran, Abhishek Singh, Joseph Cunningham, Kazi Ahmed, Linh Dang, and Megan Rolfes. The document describes three personas - Naomi Gallagher, a remarketing sales representative, David Spencer, an account administrator, and Jake Cooper, a creditor manager, who could benefit from a new digital information management system to improve communication and efficiency. It outlines the objectives, benefits of improved communication, organization and accessibility, and allocates resources of $34,126 including development, testing, contingency costs and outsourcing installation to build the new system.
5. Naomi Gallagher
Remarketing Sales Representative
Charlotte, NC
Age: 38
Education: Bachelors In Marketing with
a minor in MIS from Temple University
Income: $65,000
Hobbies: Spend time with family.
Family: Married, 3 children
“There is no time to call every client!
I need an organized way to manage
vehicles sales and notifying clients
with their vehicle status update.”
6. Account Administrator
Carteret, NJ
Age: 37
Education: Bachelors in Computer
Science and minor in Finance from
University of Pennsylvania
Income: $58,000
Hobbies: Painting, Hiking, Chess
Family: Single
“ Technology is a tool but the
talent who utilize it makes the
difference.”
David Spencer
7. Creditor Manager at Bank of America
Charlotte, NC
Age: 51
Education: Has a Masters in Risk
Management from Duke University
Income: $70,000
Hobbies: Fishing, Hunting, Camping and
reading books.
Family: Single, One child
Jake Cooper
“I am very busy managing my
branch, I need a quick and easy
way to sell and see the status of
my vehicles.”
Digital Information Management
-Manual status/record keeping - due to the manual intensive labor, which causes downtime
-Communication
-user experience
-Inefficiency
-interrupt daily operation which lowers productivity among employee
4 key objectives are
Digitalization - Digitize the process to add efficiency and competitive value
Speed - Increase speed for individual tasks through digitization and organization. Our solution will make all relevant information available in one place to be viewed and updated when appropriate.
Productivity - Built upon digitization and supporting speed, productivity will be significantly increased by our solution. Our solution will allow 1 sales rep to manage as many as 200 clients.
User Experience -
User experience is our end goal. Our solution will deliver a easy to use communication tool for our users. Users will be able to add vehicles, track vehicle status and update information all in one place. ACUMEN will also allow external and internal users communicate easily.
End objective/goal is reach the highest customer satisfaction
Personas
Naomi Gallagher: Remarketing Sales Representative
David Spencer: Account Administrator
Jake Cooper: Creditor Manager at Bank of America
Naomi Gallagher (ARI SALES REP):
She manages the vehicles sales and status update
Help clients with all their inquires and problems.
Remarketing Sales RepresentativeCharlotte, NC
Age: 38
Education: Bachelors In Marketing with a minor in MIS from Temple University
Income: $65,000
Hobbies: Spend time with family.
Family: Married, 3 children
DAVID SPENCER (Account Administrator):
He takes care of the portal internal system, users access/creation and payment process for clients
Account Administrator
Carteret, NJ
Age: 37
Education: Bachelors in Computer Science and minor in Finance from University of Pennsylvania
Income: $58,000
Hobbies: Painting, Hiking, Chess
Family: Single
JAKE COOPER (CLIENT):
Jake represents the client in this prototype. He needs a fast and efficient way of remarketing his vehicles and checking the status of vehicles.
Creditor Manager at Bank of America
Charlotte, NC
Age: 51
Education: Has a Masters in Risk Management from Duke University
Income: $70,000
Hobbies: Fishing, Hunting, Camping and reading books.
Family: Single, One child
Key benefits of our solution are:
Organization
Accessibility
Communication
These key benefits allows for better connectivity between ARI and clients by providing a communication tool (Chat function).
The new portal reduce the manual workload that ARI’s employee have to do by making providing as much automation as possible through vehicle status update and alerts.
Improve speed and productivity for Naomi Gallagher (ARI sales rep) by staying organized due to everything being digitalize. Naomi can check updates and manage all vehicle sales without having to bother with emails or phone calls.
Improve communication between Jake Cooper (client) and Naomi Gallagher (ARI sales rep) with the integrate status bar and chat function
Every stakeholders Naomi (Sales Rep), David (Account Admin) & Jake (Client) will all have easy accessibility and transparency to all documents vehicles life cycle within their fingertips by logging into the portal,
The cost to build and maintain the new portal
Time frame
Maintenance