Sean SB 1

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Storyboard Description

Sean (Financial Analyst) looking at month end actuals

Storyboard Text

  • It is import that Sean is alerted as soon as the data becomes available in Symphony so that he can begin his analysis
  • Email Alert: Hi Sean, All the project actuals for the month of January are now in Symphony for you to review.
  • The system will require adequate security as it holds sensitive financial data. Therefore Sean must log in.
  • Excellent, its great to have this available so quickly after month end. Lets log in and see how my projects are doing against their budgets this month.
  • The dashboard is the first thing Sean will see after logging in. It will give Sean an overview of each project in his portfolio including.
  • Ok, lets look at the dashboard view to see if any of the projects in my portfolio are in Red or Amber this month. Then I can drill down and focus on the ones that need attention.
  • Each Business partner will only see their own portfolio of projects
  • This dashboard really gives me a good view of what stage in the lifecycle each project is at and what status it had compared to last month. Also the overall project budget so that I can focus on the higher budget projects first.
  • Ok, I can see that 2 studies in my portfolio are showing red and one is amber and the others are all in green. Not too bad ! Now I know where I need to focus my attention.
  • It is only a week since the month end processing completed and Sean can go straight to the projects in trouble.
  • Ok lets drill into more detail. Lets click on study 591062 for client x as that has been red for the past two months. I can click on it to bring me into the detailed project view.
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