Document Purpose

This document will describe the full step by step interactions between the user (actor or task performer) and the system or application. This document is intended to communicate scenarios that depict circumstances under which the system and the user will interact and how the system will respond to user inputs.

SBFC current system for recording time and expense is inaccurate and inconsistent due to that all work was delay. Therefore, new system was needed to record accurate time and expenses.

Project tracking will be possible.

Profitability will be increased.

Audience

The audience for the use cases includes the business sponsors, the business leads, and the project team.

Audience will be

1) All local consultants

2) Project manager

3) Employees

4) Contractor

5) Accounting manager

6) Team members

Document Scope

This document contains complete details of the main work flow, the alternate work flows and any extension points as well as the list of factors.

Work flow

SBFC employees and consultants are using system which is inaccurate and inconsistent in reporting time and expenses which causes delay in everything.

Now the new system is introduced in these employees and contracted consultant must enable record to billable and non- billable work in their currencies in which they incurred.

It will also help project manager to view and approve time, expenses and receipt for the project related expenses

Accounting department will able to view and approve time, expenses, receipts, check , adjust and print all time expenses from all project

Allow the reimbursement of expenses that have been approved by managers

The system able to export all expenses data that approved by project manager into EFT system to initiate the direct deposit process and prepare to run the payroll by exporting all reported time data that have been approved by project manager and the accounting department into the existing ERP.

At the end, the system should able for project manager to setup, create product codes in system, assign resources.

Brief Description

The case study is about Small Business Financial Consulting (SBFC), which specializes in providing financial consulting services to small businesses that want to expand into global markets. SBFC's business model is successful because they provide the same level of service as big consulting firms, but at a cost that small organizations can afford. Currently, clients are invoiced by the local office that has the contract with the client. Accurate time and expense reporting and timely invoicing are essential to SBFC's profitability. However, the fact that each SBFC office generally follows the format that the acquired company had been successfully using prior to joining SBFC is becoming quite a problem. The partners at SBFC have decided to implement a new system for time and expense reporting that will consolidate time and expense reporting, better manage currency conversions, and improve the consistency of project tracking. SBFC executives have requested the development of a new time and expense reporting system that will be accessible to all SBFC employees via secure web interface, which will enable employees and contracted consultants to prepare and submit time reports for billable and non-billable work, record their expenses in the currencies in which the expenses were incurred, and submit receipts electronically. The new system must also enable project managers to view and approve time, expenses, and receipts for projects, and supervisors and accountants to view and approve time and expenses for administrative-related expenses. The new system must export all expense data that have been approved by project managers, supervisors, and the accounting department into the ERP system in the currencies in which the expenses were incurred and into the electronic fund transfer (EFT) system to initiate the direct deposit process. Additionally, the system must limit project team members to view only their archived time and expense reports and enable the project manager to set up and administer or project, and to create new product codes in the system.

Requirements

Requirement ID	Description
Enable expense reporting and digitized receipt submission	The system must allow employees and contracted consultants to record their expenses in the currencies in which the expenses were incurred and submit receipts electronically. The digitized images of the receipts should be viewable with the electronic expense report.
Enable project manager approval	The system must allow project managers to view and approve time and expenses, including receipts, for projects related to individual employees and contracted consultants.
Allow accountants to check, adjust, and print time and expenses	The system must allow accountants from the finance department to check, adjust, and print all time and expenses from all projects.
Export approved expenses data into the ERP system	The system must export all expense data that have been approved by project managers, supervisors, and the accounting department into the ERP system in the currencies in which the expenses were incurred
Restrict access to archived reports	The system must limit project team members to view only their archived time and expense reports and not those of other team members.

Domain Experts (Sources)

Software Developer

Accountants

Executive Managers

Project Managers

Actors

Client

SBFC Employees

Contracted Consultants

Payment processors

Pre-Condition

Post Conditions

Flow of Events

Basic Flow

[This section contains the ideal path for the actor by describing what the actor does and how the system responds to that action. These statements will serve to illustrate the functional requirements of the system.]

AlternateFlows

[This section contains the path or flow of the system when only some or none of the conditions are met during the processing of the main path or basic flow. Describe what the actor does and how the system responds to that action. These statements will provide the basis for error handling as well as to illustrate the functional requirements of the system.]

At Step in the Basic Flow,

At Step in the Basic Flow,

SpecialRequirements

< First Special Requirement>

Extension Points

[Extension points include any related use cases that describe post completion paths (extends) or are executed entirely, much like a subroutine (includes)]