Threshold Monitor
The Threshold Monitor feature allows users to customize and set specific stock level thresholds for each item in their inventory. When stock falls below the set levels, facility managers and procurement officers receive instant alerts, enabling timely reorders and preventing operational disruptions. This feature enhances inventory control by ensuring that critical supplies are always available.
Requirements
Real-time Stock Alerts
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User Story
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As a procurement officer, I want to receive real-time alerts when stock levels drop below set thresholds so that I can quickly reorder supplies and avoid disruptions in service.
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Description
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The Real-time Stock Alerts requirement ensures that facility managers and procurement officers receive immediate notifications when inventory levels drop below a predefined threshold. This requirement involves setting up an alert system that can notify users via multiple channels, such as email, SMS, or in-app notifications. By enabling prompt alerts, this feature prevents stockouts and allows users to take swift action to reorder essential supplies, thereby maintaining optimal inventory levels and consistent operational performance.
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Acceptance Criteria
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Threshold threshold alert for inventory depletion below minimum stock levels triggers prior to operational disruptions.
Given that a facility manager has set a stock threshold for inventory items, when the stock level falls below that threshold, then the system must send an alert to the manager via email, SMS, and in-app notifications.
Facility managers receive alerts on various platforms during inventory threshold breaches.
Given multiple communication channels are set up, when the stock level drops below the threshold, then the facility manager receives notifications through all specified channels (email, SMS, in-app) within two minutes.
User can easily configure and update stock threshold levels.
Given that a facility manager accesses the inventory settings, when they input a new threshold level for a stock item and save, then the updated threshold should be reflected correctly in the system and trigger alerts accordingly.
Record history of stock alerts for review and analysis.
Given that stock alerts are triggered, when an alert is sent, then a record of the alert must be logged in the system with timestamp, item details, and threshold values for managerial review.
Ensure alerts do not trigger false warnings during regular inventory cycles.
Given that a facility manager has set operational stock levels, when inventory is being updated and is temporarily low, then alerts should not be triggered unless items remain below threshold for more than 5 minutes.
Confirmation of alert receipt by facility manager to ensure notifications are effective.
Given that an alert has been sent, when the facility manager checks notifications, then they must acknowledge receipt, confirming alerts are being seen and acted upon to maintain proper inventory levels.
Customizable Threshold Settings
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User Story
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As a facility manager, I want to customize threshold levels for each inventory item so that I can optimize stock levels tailored to my operational needs and reduce excess inventory.
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Description
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The Customizable Threshold Settings requirement allows users to define specific stock level thresholds for each inventory item. This includes the ability to set minimum, maximum, and reorder levels based on individual item usage patterns and business needs. Users will benefit from greater flexibility in managing inventory based on historical data and predicted demand, ultimately leading to more efficient stock management and reduced waste.
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Acceptance Criteria
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User sets up a minimum stock threshold for cleaning supplies in the ConsistAI platform.
Given the user has accessed the threshold settings for cleaning supplies, when the user inputs a minimum stock level of 50 units and saves the changes, then the minimum threshold should be recorded in the system and displayed correctly in the user's dashboard.
User receives an alert when stock levels fall below the designated threshold.
Given the user has set a minimum stock threshold of 50 units for cleaning supplies, when the stock level falls to 40 units, then the user should receive an instant alert notification via the ConsistAI dashboard and email.
User adjusts the maximum stock threshold for perishable food items.
Given the user has accessed the threshold settings for perishable food items, when the user changes the maximum stock level from 200 units to 150 units and saves the changes, then the new maximum threshold should be updated in the system and reflected in the inventory overview.
User sets a reorder level for paper supplies based on demand forecasting.
Given the user has analyzed the consumption history and sets a reorder level of 30 units for paper supplies, when stock reaches 30 units, then an automatic reorder suggestion should be generated and presented in the dashboard.
System tracks and displays both current and threshold stock levels.
Given the user navigates to the inventory overview, when the user views the details for cleaning supplies, then the screen must display both the current stock level and the predefined thresholds (minimum, maximum, reorder) for that item clearly.
User is able to delete a threshold setting for a specific inventory item.
Given the user decides to delete the threshold for a specific paper supply item, when the user selects the delete option and confirms, then the threshold settings for that item should be removed from the system without affecting other inventory items.
User analyzes historical usage data to set thresholds for a new inventory item.
Given the user adds a new inventory item and accesses the historical usage data, when the user inputs threshold levels based on past data, then the system should provide feedback on recommended threshold levels based on usage patterns.
Inventory Analytics Dashboard
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User Story
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As a facility manager, I want access to an analytics dashboard that displays current stock levels and historical usage trends so that I can make data-driven decisions for inventory management.
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Description
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The Inventory Analytics Dashboard requirement provides users with a visual representation of inventory levels, trends, and alerts. It will include data analytics tools that help identify patterns in stock usage, allowing for better forecasting and inventory planning. This dashboard will integrate with existing data sources to present actionable insights, enabling users to make informed decisions regarding stock procurement and waste reduction.
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Acceptance Criteria
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Inventory Levels Visualization for Real-Time Monitoring
Given the user has access to the Inventory Analytics Dashboard, when they navigate to the dashboard, then they should see a visual representation of current inventory levels for all items, displaying stock quantities in real-time.
Historical Trend Analysis for Informed Decision-Making
Given the user selects a specific time frame, when they view the historical trends on the dashboard, then they should see a graphical representation of inventory usage patterns, including peaks and troughs in stock levels over that period.
Threshold Alerts for Timely Reorders
Given the user has set custom stock level thresholds for items, when any item in inventory falls below its defined threshold, then the user should receive an instant alert notification through the dashboard and via email.
Integration with Existing Data Sources for Accurate Insights
Given that the Inventory Analytics Dashboard is designed to integrate with existing data sources, when the user updates the data feed connection, then the dashboard should reflect real-time updates without discrepancies in stock levels or analytics.
Actionable Insights for Procurement Planning
Given the user is analyzing inventory trends, when they access the actionable insights feature of the dashboard, then they should see recommended procurement actions based on historical usage and forecasted demand.
Waste Reduction Metrics Tracking
Given the user has configured the dashboard to track waste metrics, when they review the waste management section, then the dashboard should display metrics indicating waste levels, helping to identify areas for improvement.
User-Friendly Interface for Enhanced Usability
Given the target users are facility managers and procurement officers, when they interact with the Inventory Analytics Dashboard, then they should find the interface intuitive and easy to navigate, as measured by user satisfaction surveys.
Vendor Integration
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User Story
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As a procurement officer, I want to automatically place orders with vendors when stock falls below my thresholds so that I can save time and ensure timely replenishment of supplies.
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Description
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The Vendor Integration requirement facilitates seamless communication between the ConsistAI platform and suppliers. This feature enables the automatic generation and dispatch of purchase orders when stock levels reach predetermined thresholds. The requirement involves creating APIs or establishing connections with vendor systems to streamline procurement processes and reduce manual entry errors, thereby enhancing the efficiency of the supply chain management.
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Acceptance Criteria
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User sets up vendor integration for stock replenishment in the ConsistAI platform.
Given the user has configured a vendor account, when the stock level of an item drops below the threshold, then a purchase order should be automatically generated and sent to the vendor.
User receives a notification for low stock levels via the ConsistAI platform.
Given the user has set stock level thresholds, when stock falls below the threshold, then the system should send a real-time alert to the user's dashboard and email.
User reviews the purchase order generated by vendor integration within the ConsistAI platform interface.
Given a purchase order has been generated, when the user navigates to the purchase orders section, then they should be able to view the order details, including items, quantities, and vendor information.
User initiates a manual override of the automatic purchase order generation in the ConsistAI platform.
Given the user has permission to manage orders, when the user disables automatic reorder for a specific item, then no purchase order should be generated for that item until automatic reorder is re-enabled.
Vendor receipt of the automated purchase order from ConsistAI.
Given that a purchase order was sent to the vendor, when the vendor receives the order, then the vendor's system should record the receipt and confirm back to ConsistAI with an acknowledgment response.
User analyzes stock level reports generated by the system after vendor integration is active.
Given vendor integration is enabled and functioning, when the user accesses the stock level report, then it should reflect real-time inventory data, including alerts for items below threshold.
User updates vendor details after a change in supplier relationship.
Given the user accesses vendor management settings, when they update the vendor information and save changes, then the system should confirm the update and reflect the new data in future transactions.
Mobile Notifications
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User Story
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As a facility manager who frequently travels, I want to receive stock alerts on my mobile device so that I can manage inventory levels from anywhere and ensure that supplies are always available.
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Description
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The Mobile Notifications requirement allows users to receive inventory alerts directly on their mobile devices. This functionality includes developing a mobile app or enhancing the existing platform to send push notifications regarding low stock alerts, reorder reminders, and inventory updates. This is crucial for on-the-go managers who need to stay informed about stock levels at all times and be able to act quickly, ensuring operational continuity across multiple locations.
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Acceptance Criteria
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Receiving Low Stock Alert on Mobile Device
Given that the user has set up mobile notifications for specific stock items, when the stock level of any item falls below the designated threshold, then the user receives an immediate push notification on their mobile device.
Reorder Reminder Notification
Given that the stock level of an item is below the reorder threshold, when the time for reorder is reached, then the user receives a reminder notification on their mobile device.
Inventory Update Notification
Given that there has been a change in inventory levels, when the inventory is updated in the system, then the user receives a notification highlighting the updated stock levels on their mobile device.
Customization of Notification Settings
Given that the user wants to customize their notifications, when the user accesses the notification settings, then they can select which stock items to receive alerts for and set their own thresholds.
Multiple Location Alert Management
Given that the user manages multiple locations, when stock levels are low at any location, then the user receives location-specific notifications to their mobile device, detailing which location the alert is for.
Push Notification Performance Check
Given that the mobile notifications are implemented, when a low stock condition occurs, then notifications should be sent within 30 seconds to validate performance under operational conditions.
Integration with Existing Systems
Given that the mobile notifications feature is integrated with the existing platform, when any changes are made in the inventory management system, then the corresponding notifications should be accurately reflected on the mobile device without discrepancies.
User Roles and Permissions Management
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User Story
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As an administrator, I want to assign different user roles and permissions so that I can control who has access to critical inventory management features based on their responsibilities.
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Description
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The User Roles and Permissions Management requirement involves defining different access levels for various users within the ConsistAI platform. This ensures that only authorized personnel can set thresholds, access certain features, or receive alerts. Implementing this requirement enhances security and allows for more controlled and organized inventory management processes within the organization.
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Acceptance Criteria
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User Roles and Permissions Access for Setting Thresholds
Given a user with 'Manager' role, when they attempt to set a stock threshold, then they should be able to successfully save the new threshold without errors.
User Access for Viewing Alerts
Given a 'Procurement Officer' role, when they access the dashboard, then they should see all alerts related to stock levels as intended and not be prompted for additional permissions.
Unauthorized User Access Restriction
Given a user with 'Employee' role, when they try to set a stock threshold, then they should receive an error message indicating insufficient permissions.
Permissions for Modifying Roles
Given a user with 'Admin' role, when they navigate to the Roles Management section, then they should have the ability to modify roles and permissions without restriction.
Audit Trail for Role Changes
Given a change made to user roles, when the audit log is reviewed, then a record of the changes including who made them and when should be available for review.
Alerts for Threshold Exceedance Notification
Given a user with a defined threshold for inventory items, when stock levels exceed the defined thresholds, then they should receive an automated notification alerting them of the situation.
Integration of User Role Changes in Real-time
Given a change made to user roles and permissions, when the user logs out and logs back in, then the user should see the updated access levels reflected immediately.
Smart Predictive Alerts
Utilizing advanced AI algorithms, Smart Predictive Alerts analyze historical usage patterns and forecast when stock is likely to run low based on upcoming events, seasonality, and trends. This proactive approach ensures that users can place orders ahead of time, specifically tailored to their operational needs, thus minimizing shortages and promoting more efficient workflow.
Requirements
Historical Usage Analysis
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User Story
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As a procurement officer, I want to analyze historical stock usage so that I can understand trends and efficiently manage inventory levels to prevent shortages.
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Description
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The Historical Usage Analysis requirement entails the development of an AI-based module that collects and analyzes historical consumption data to identify usage patterns over different periods. This feature is critical as it informs the predictive models that forecast stock levels. By leveraging past data, the analysis will optimize procurement decisions, reduce waste, and ensure that operational needs are met promptly. The effective implementation of this requirement will greatly enhance the efficiency and accuracy of stock replenishment processes, enabling facility managers to make informed purchasing decisions tailored to their demands.
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Acceptance Criteria
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As a facility manager, I want to receive alerts for low stock levels based on historical usage patterns so that I can place orders in advance and prevent shortages during high-demand periods.
Given the historical consumption data for the past year, when the system analyzes the data against scheduled events and seasonality, then it should generate alerts for items predicted to run low within the next two weeks for at least 90% of identified critical items.
As a procurement officer, I want the system to forecast stock needs accurately based on previous usage, allowing me to adjust our procurement strategy accordingly before seasonal events.
Given historical stock usage data for the last six months, when the system runs its predictive model, then it should match actual usage within 10% accuracy for at least three upcoming events associated with stock replenishment.
As a user of ConsistAI's platform, I want to visualize past stock usage patterns on a dashboard so that I can identify trends and make informed stock decisions proactively.
Given the historical usage analytics module, when I access the dashboard, then I should be able to see visual representations (graphs/charts) of usage over different periods, with the ability to filter by item category and time frame, updating in real time.
As a facility manager, I need to ensure that the system can dynamically adjust predictions based on new usage data being entered into the system.
Given that new daily consumption data is entered, when the system recalculates the usage analysis, then it should automatically update alert thresholds and forecasted stock levels within one hour of data entry.
As a procurement officer, I want to be notified of any discrepancies between predicted stock needs and actual consumption patterns, to refine future predictive models.
Given the actual usage data, when a substantial discrepancy (greater than 15%) is detected between predicted and actual usage over a defined period, then the system should send a notification highlighting the items and the nature of the discrepancy for analysis.
As a user of the Smart Predictive Alerts feature, I want to receive alerts through multiple channels (email, SMS) to ensure I do not miss important stock notifications.
Given that a low stock alert is triggered, when the alert is generated, then it should be sent through at least two different channels (email and SMS) to ensure timely receipt of notifications.
Event-Based Stock Forecasting
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User Story
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As a facility manager, I want to predict stock needs based on upcoming events so that I can ensure we have adequate supplies and prevent service disruptions.
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Description
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The Event-Based Stock Forecasting requirement focuses on implementing a feature that allows the system to recognize scheduled events and adjust stock forecasts accordingly. This capability will integrate deeply with the calendar and event management tools within the platform, utilizing AI to evaluate upcoming events' potential impact on inventory needs. The integration aims to prevent overstocking or stockouts by predicting demand spikes related to special occasions, thus optimizing procurement strategies and enhancing overall operational effectiveness.
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Acceptance Criteria
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Event Identification and Stock Adjustment for Major Holidays
Given a scheduled event during a major holiday season, when the event is logged into the system, then the inventory levels for relevant stock categories are automatically adjusted to reflect anticipated demand, reducing stockout occurrences by 20%.
Real-Time Inventory Notifications for Scheduled Events
Given an upcoming scheduled event, when the event is detected by the system, then a notification is sent to procurement officers at least 72 hours in advance, alerting them to review and adjust stock levels.
Post-Event Analysis and Reporting on Stock Usage
Given an event has concluded, when the inventory usage data is analyzed, then a report is generated detailing stock usage versus forecasted needs, with at least 90% accuracy in predictions being met or exceeded.
AI-Driven Demand Forecasting for Seasonal Events
Given seasonal events are mapped in the system, when the forecast is generated for the upcoming season, then the AI accurately predicts stock demand within a 95% confidence interval based on historical data.
Seamless Integration with Calendar for Automated Forecasting
Given a calendar integration is set up, when new events are added to the calendar, then the system automatically updates stock forecast models within minutes, ensuring real-time responsiveness to new information.
User Interface Alerts for Low Stock During High Demand Events
Given that a high demand event is approaching, when stock levels drop below minimum thresholds, then alert messages are displayed prominently in the user interface for immediate action by procurement officials.
Vendor Assessment Based on Event-Driven Demand
Given an event is scheduled, when procurement actions are initiated, then the system ranks vendors and suggests orders based on historical performance and event-specific needs, achieving at least an 85% accuracy in vendor selection.
Real-Time Alert System
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User Story
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As a facility manager, I want to receive real-time alerts for low stock levels so that I can take action promptly and ensure continuous service provisioning.
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Description
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The Real-Time Alert System requirement involves creating a notification module that sends immediate alerts to users when stock levels reach predefined thresholds or when the AI predicts low stock availability. This feature is essential for maintaining a smooth operation, allowing users to respond proactively to potential shortages. By ensuring timely alerts, the system enhances workflow efficiency and aids in making informed purchasing decisions, directly contributing to enhanced service delivery and guest experiences.
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Acceptance Criteria
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User receives an immediate alert when stock level falls below the predefined threshold during peak operational hours.
Given that the stock level of an item is below the predefined threshold, when the system detects this condition, then the user should receive an immediate notification via email and in-app alert.
AI predicts low stock availability for an upcoming event based on historical usage patterns.
Given that the AI analysis shows a forecasted low stock for a specific item prior to an upcoming event, when the prediction is triggered, then the user should be notified at least 72 hours before the event.
User can customize threshold levels for different items based on vendor and operational needs.
Given that the user is in the settings menu, when they adjust the predefined stock threshold for a specific item, then the system should save the new threshold and apply it for future alerts.
System logs all alerts sent to users for auditing and compliance purposes.
Given that an alert has been sent, when an audit request is made, then all alerts should be retrievable in a log with timestamps and details of the stock levels notified.
User can silence or snooze alerts based on their operational discretion during peak hours.
Given that a user receives an alert, when they choose to silence or snooze the alert for a specified duration, then the system should not send further notifications for that duration.
Alerts should provide actionable insights along with stock level notifications.
Given that an alert is triggered for low stock, when the user receives this notification, then the alert should include options to reorder the item directly from the vendor or access historical usage data.
Multiple users can receive alerts for the same low stock condition across different devices.
Given that a stock alert is generated, when the alert is sent, then all team members assigned to that stock item should receive the notification on their registered devices in real-time.
Intuitive User Dashboard
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User Story
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As a user, I want to have an intuitive dashboard that displays stock levels and alerts so that I can monitor inventory efficiently without effort.
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Description
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The Intuitive User Dashboard requirement is aimed at developing a centralized interface where users can view alerts, stock levels, and forecasts in a user-friendly manner. This feature will consolidate all relevant operational data, providing a comprehensive overview of inventory metrics and allowing for easy access to vital information. The dashboard will enhance user experience, enabling quick decision-making and efficient management of resources. Effective design and functionality will be crucial to improving user engagement and facilitating operational excellence.
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Acceptance Criteria
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User reviews the dashboard to check current stock levels before placing an order.
Given the user is logged into the dashboard, when they view the stock levels, then they should see an accurate representation of current inventory with clear indicators for low stock items.
User receives alerts for low stock based on predictive algorithms before upcoming events.
Given the user has set up alerts in the dashboard, when stock levels are forecasted to run low, then the user should receive timely notifications through the dashboard and via email.
User accesses historical usage data through the dashboard to inform future purchasing decisions.
Given the user navigates to the historical data section of the dashboard, when they select a date range, then they should see a detailed report of inventory usage patterns for that period.
User utilizes the dashboard to forecast stock needs for upcoming events or peak seasons.
Given the user is on the forecasting section of the dashboard, when they input upcoming event details or seasonal trends, then the dashboard should provide a forecast of necessary stock levels.
User customizes the dashboard view to prioritize certain metrics they find most relevant.
Given the user is on the dashboard, when they select customization options, then they should be able to rearrange, add, or remove metrics according to their preferences without losing data integrity.
User navigates the dashboard seamlessly across different devices such as tablets and smartphones.
Given the user accesses the dashboard on a mobile device, when they navigate through different sections, then the interface should remain consistent and user-friendly, ensuring that all functionalities are available.
User integrates the dashboard with existing vendor systems for real-time stock updates.
Given the user has connected vendor systems to the dashboard, when stock levels are updated by suppliers, then these changes should reflect in real time on the dashboard without delay.
Vendor Integration Protocols
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User Story
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As a procurement officer, I want automatic integrations with vendors for stock replenishment so that I can streamline the ordering process and reduce the risk of stockouts.
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Description
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The Vendor Integration Protocols requirement focuses on establishing seamless connections with suppliers and vendors, enabling automatic order placements when stock levels fall below thresholds. This will reduce manual work and ensure quick replenishment processes based on predictive analytics. The integration will enhance relationships with vendors by ensuring timely orders and consistent inventory levels, optimized through AI recommendations, thereby improving service capability and operational efficiency.
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Acceptance Criteria
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Existing vendor inventory is configured in the ConsistAI system, and a predicted stock depletion occurs due to an upcoming large event in the facility.
Given that a vendor is integrated, when stock falls below the defined threshold, then an automatic order is generated and sent to the vendor with accurate item quantities.
A facility manager reviews the Smart Predictive Alerts dashboard to assess stock levels and vendor orders before a holiday weekend.
Given that predictive analytics forecasts low stock, when the facility manager accesses the dashboard, then all necessary items with alerts are displayed, including vendor contact details for each item.
A user has set thresholds for inventory items but needs to ensure that the integration handles various vendor response times.
Given that an order is placed with a vendor, when the vendor confirms the order, then the system updates inventory levels in real-time and reflects the status on the dashboard appropriately.
A user manually alters the inventory threshold for a critical item that has seen fluctuating demand levels.
Given that the user modifies the threshold level, when stock levels fall below this new value, then the system should generate an alert and initiate vendor contact automatically.
The system should provide a summary report after a predictive alert is utilized to understand order efficiency and vendor response.
Given that an order has been placed, when the report is generated, then the system should include details regarding order fulfillment time and accuracy against predicted stock levels.
Multiple vendors are integrated into the platform for the same inventory item to ensure redundancy and choice.
Given that multiple vendors exist for a stock item, when an automatic order is triggered, then the system should select the vendor based on the best pricing or shortest delivery time.
A user wants to ensure that the generated orders comply with organizational procurement policies before being submitted to vendors.
Given that an order is generated, when a user reviews the order prior to submission, then the system should highlight any items that violate procurement policies, allowing for user intervention.
Multi-Channel Notifications
This feature delivers reorder alerts through multiple channels, including email, mobile app notifications, and SMS. Users can choose their preferred method of communication, ensuring they receive timely updates in the manner that suits them best. By keeping all relevant personnel alerted in real-time, this feature greatly reduces the risk of inventory shortages.
Requirements
Real-Time Notification Settings
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User Story
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As a facility manager, I want to customize my order alerts so that I can receive notifications through my preferred communication method, ensuring I never miss important inventory updates.
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Description
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This requirement enables users to customize their notification preferences for reorder alerts. Users can select their preferred communication channels—email, mobile app notifications, or SMS. The feature allows users to prioritize specific channels for receiving alerts based on urgency, ensuring that critical information reaches them in a timely manner. This customization enhances user experience by providing flexibility and ensuring that users are kept in the loop effectively, which helps prevent inventory shortages.
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Acceptance Criteria
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User selects their preferred notification channels for reorder alerts through the ConsistAI dashboard.
Given the user is logged into ConsistAI, when they access the notification settings, then they should be able to select and prioritize email, mobile app, and SMS notifications for reorder alerts.
User receives a reorder alert via their selected notification method when stock levels drop below the threshold.
Given the user has set their notification preferences, when the stock level falls below the specified threshold, then an alert must be sent through the user's preferred communication method immediately.
User updates their notification preferences and wants to ensure changes are saved successfully.
Given the user has customized their notification settings, when they save the changes and refresh the page, then the updated preferences should be retained and reflected in the settings.
User prioritizes SMS notifications over email and mobile app notifications for urgent alerts.
Given the user has set SMS as the highest priority for reorder alerts, when an urgent reorder alert is triggered, then the SMS alert must be received before any other notifications.
User is not receiving notifications for reorder alerts despite having set their preferences.
Given the user has configured their notification settings, when they check their inbox and mobile app notifications for an alert, then they should receive notifications without delays or disconnections from the service.
User wants to see a history of received reorder alerts to evaluate the system's responsiveness.
Given the user navigates to the notification history section, when they view the past alerts, then they should see a complete list of reorder alerts sent through their selected notification channels with timestamps and details of each alert.
User accesses the notification settings help documentation for guidance on customizing alerts.
Given the user clicks on the help icon in the notification settings, when they view the help documentation, then it should provide clear and concise instructions on how to customize their notification preferences.
Integrated Communication Logs
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User Story
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As a procurement officer, I want to have access to a log of all notifications received so that I can track communication effectiveness and follow up on any missed alerts.
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Description
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This requirement entails the development of a centralized communication log that tracks all notification activities. Each user will have access to a log detailing when alerts were sent, through which channels, and whether they were acknowledged. This archived information allows staff to review past notifications, assess prompt responses, and analyze patterns in communication preferences. Such logs are invaluable for operational efficiency and auditing purposes.
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Acceptance Criteria
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User accesses the centralized communication log to view all notifications related to reorder alerts after a day of regular operations.
Given a user is logged into the ConsistAI platform, when they navigate to the communication log section, then they should see a list of all reorder alert notifications sent within the past 24 hours, including the method used for delivery (email, SMS, app notification) and the status of acknowledgment for each alert.
A user checks the communication log for a specific reorder alert notification that was sent via SMS.
Given a user is viewing the communication log, when they search for notifications sent through SMS within the past week, then they should only see relevant entries that match the search criteria including timestamps and acknowledgment status.
The system registers a new reorder alert notification and updates the communication log accordingly.
Given an inventory item reaches the reorder threshold and triggers an alert, when the alert is sent through the user's preferred channel, then the communication log must reflect the new entry with the correct timestamp, notification method, and acknowledgment status set to 'not acknowledged' by default.
A user acknowledges a reorder alert notification received via mobile app and verifies the corresponding entry in the communication log.
Given a user receives a reorder alert notification on their mobile app, when they acknowledge the notification, then the communication log must update the entry for that notification to reflect the acknowledgment status as 'acknowledged' with the timestamp of acknowledgment.
An administrator reviews the communication logs for auditing purposes to ensure compliance with operational protocols.
Given an administrator needs to perform an audit, when they filter the communication log by a specific time frame and notification type, then they should be able to generate a report showing all notifications sent and their acknowledgment status accurately within that time frame.
Multi-Lingual Notification Support
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User Story
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As an international hotel manager, I want to receive reorder alerts in my local language so that I can understand inventory needs without miscommunication.
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Description
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This requirement involves implementing multi-lingual support for notification messages, allowing users to receive reorder alerts in their preferred language. By catering to diverse staff and operational locations, the feature enhances user comprehension and engagement, ensuring that critical inventory information is clearly communicated regardless of language barriers. This requirement expands product accessibility and aligns with global hospitality standards.
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Acceptance Criteria
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Multi-lingual users receive reorder alerts in their preferred language when stock reaches a predefined threshold, ensuring immediate awareness of inventory status.
Given a user has set their preferred language in the application, When the stock of an item falls below the minimum threshold, Then the user receives a reorder alert in their selected language via their preferred notification channel.
Users can view their notification history in their chosen language to keep track of past alerts.
Given a user accesses the notification history feature, When they select their preferred language, Then all previous reorder alerts are displayed in their chosen language.
A facility manager updates their notification settings to switch the language for alerts, ensuring they receive updates in the preferred language for team members.
Given a facility manager has existing notification preferences, When they update the language setting for notifications, Then all future alerts are sent in the newly selected language without affecting other settings.
Users without prior language selection receive alerts in default language until they set their preference, ensuring no gaps in communication.
Given a new user has not set a preferred language, When the stock status triggers a reorder alert, Then the notification is sent in the default language until the user specifies their preference.
An international restaurant chain tests multi-lingual notifications across different regions, ensuring effectiveness and clarity of communication.
Given that a restaurant has staff speaking different languages, When reorder notifications are sent to staff members from different locations, Then each staff member receives alerts in their respective languages without errors or confusion.
Administrators want to ensure all new languages added to the system will support notifications.
Given an admin adds a new language to the notification system, When a reorder alert is generated for an item, Then the alert can be successfully sent in the newly added language to users who have selected it.
Escalation Alerts for Critical Inventory
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User Story
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As a restaurant supervisor, I want to receive immediate alerts for critical inventory items so that I can take prompt action and avoid service interruptions due to stock shortages.
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Description
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This requirement introduces escalation alerts for critical inventory items that dip below predefined thresholds. When a critical item is low, the system will trigger an immediate alert to key personnel via their chosen channels. This proactive measure serves to address potential stock outages before they impact operations, ensuring that essential resources are always available to support seamless service delivery.
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Acceptance Criteria
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Escalation alert triggers when critical inventory item falls below the threshold.
Given a predefined threshold for critical inventory, when the inventory level falls below that threshold, then an escalation alert is sent to designated key personnel through the chosen communication channels (email, SMS, or mobile app notification).
User notification preferences configuration for escalation alerts.
Given that a user has access to the notification settings, when they configure their alert preferences, then the system should save the preferences and use them for future escalation alerts for critical inventory notifications.
Multiple recipients receive escalation alerts simultaneously.
Given an inventory item is flagged as critical, when the escalation alert is triggered, then all designated key personnel (multiple recipients) receive the alerts simultaneously through their selected communication channels without delays.
Response to escalation alerts by key personnel.
Given that key personnel received an escalation alert for a critical inventory shortage, when they respond to the alert (e.g., acknowledge receipt or take action), then the system should log the response and update the status of the alert accordingly.
Historical logging of escalation alerts.
Given that an escalation alert was triggered for a critical inventory shortage, when a designated administrator checks the alert history, then the system should display a complete log of alerts, including timestamps, recipients, and responses, for auditing purposes.
Escalation alert customization by item type.
Given that different types of inventory items may have different critical thresholds, when configuring the inventory, then the system should allow different escalation alert thresholds based on item categories defined by the user.
User Acknowledgment and Response Tracking
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User Story
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As a team leader, I want to know who has acknowledged the reorder alerts so that I can ensure that staff are actively managing inventory and addressing replenishment needs.
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Description
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This requirement provides a mechanism for users to acknowledge receipt of notifications. Users will be able to confirm that they've seen the alert, and the system will track these acknowledgments. This functionality assists in accountability and helps managers identify who has received and acted on alerts, fostering an understanding of response times and encouraging timely inventory management actions.
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Acceptance Criteria
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User acknowledges a reorder notification received via email, indicating they have seen the alert and prompting the system to log this acknowledgment.
Given a user receives a reorder alert via email, when they click the 'Acknowledge' button in the email, then their acknowledgment should be logged in the system with a timestamp and user ID.
A user receives a reorder alert through the mobile app and interacts with it to confirm receipt.
Given a user receives a reorder notification on the mobile app, when they tap 'Acknowledge' on the notification, then the system should record the acknowledgment along with the user's ID and the exact time the action was taken.
A user receives a reorder alert via SMS, requiring them to text back a confirmation to acknowledge the notification.
Given a user receives a reorder alert via SMS, when they reply with 'OK', then their acknowledgment should be captured in the system, associating it with their user profile.
A manager checks the system dashboard to view the responses of all users who received the reorder notifications for accountability.
Given that multiple reorder notifications have been sent, when the manager accesses the acknowledgment report, then they should see a complete list of users who acknowledged the notifications along with the timestamps of their responses.
The system sends alerts to multiple users, and it needs to ensure that it accurately tracks which users have acknowledged each alert.
Given a reorder alert sent to multiple users, when each user acknowledges the notification, then the system must reflect the acknowledgment status for each user individually within the reporting tool.
A user attempts to acknowledge a reorder notification after a specified time frame, ensuring the system captures late responses appropriately.
Given a user receives a reorder notification and attempts to acknowledge it after 24 hours, when they click 'Acknowledge', then the system should still log their acknowledgment but flag it as late in the acknowledgment report.
The system needs to notify users of the acknowledgment status for each reorder alert they receive.
Given a user has received a reorder alert, when they check their notifications, then they should see an indication of whether they have already acknowledged that particular alert.
Supplier Integration
The Supplier Integration feature connects ConsistAI directly with preferred vendors, allowing users to place reorder requests with a single click directly from their alerts. This streamlined process speeds up the procurement cycle and reduces the time spent on reorder management, ensuring that supplies are restocked promptly without unnecessary delays.
Requirements
Real-time Supplier Status Updates
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User Story
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As a procurement officer, I want to receive real-time updates from suppliers so that I can make informed decisions about inventory management and ensure timely stock replenishment.
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Description
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This requirement involves integrating real-time status updates from suppliers into ConsistAI. The purpose is to provide users with instant insights into stock levels, delivery timelines, and potential issues. By keeping users informed about their suppliers' statuses, businesses can make faster procurement decisions, minimize delays, and maintain consistent inventory levels. This integration will enhance operational transparency and streamline the communication flow between the facility and suppliers, ultimately improving the overall efficiency of the procurement process.
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Acceptance Criteria
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Supplier Status Update Notification for Users
Given a user is logged into ConsistAI, when the supplier updates the status of an order, then the user should receive an instant notification detailing the updated stock levels, delivery timelines, and any potential issues.
Real-time Stock Level Monitoring
Given a user manages inventory in ConsistAI, when stock levels fall below a predefined threshold, then the system must automatically alert the user with the current status from the supplier.
Supplier Performance Insights
Given a user is monitoring supplier performance in ConsistAI, when the user accesses the supplier dashboard, then it should display real-time analytics of stock levels and delivery timelines for all connected suppliers.
Automated Reorder Triggering
Given a user utilizes the automated reorder feature, when the supplier sends real-time status updates indicating low stock levels, then the system should automatically trigger a reorder request while providing a summary of the last known delivery timeline.
User Access to Historical Supplier Data
Given a user wants to review past supplier performance, when the user requests historical data in the supplier dashboard, then the system must provide a complete history of stock levels, delivery delays, and issues over the past six months.
Automated Order Processing
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User Story
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As a facility manager, I want the system to automatically process orders when stock is low so that I can save time and ensure I never run out of essential supplies.
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Description
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This requirement focuses on implementing an automated order processing system within the Supplier Integration feature. When stock levels fall below a predefined threshold, the system will automatically generate and send purchase orders to suppliers. This process reduces the manual effort needed for reorder management, ensuring that inventory is replenished exactly when needed. By automating this process, we can help users avoid stockouts, optimize procurement cycles, and improve operational efficiency, ultimately contributing to better service delivery.
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Acceptance Criteria
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Automated order placement upon stock level threshold breach.
Given the inventory level of an item falls below the predefined threshold, when the system detects the breach, then an automated purchase order should be generated and sent to the preferred supplier.
Notification of order processing to the user.
Given an automated order has been created, when the order is sent to the supplier, then the user should receive a notification confirming the order has been processed successfully.
Review of generated purchase orders for accuracy.
Given an order has been generated automatically, when the user reviews the order details, then all items listed should match the items that triggered the reorder and reflect correct quantities and supplier information.
Handling of low stock items with multiple suppliers.
Given an item with multiple suppliers, when the inventory level for that item falls below the threshold, then the system should select the preferred supplier based on predefined criteria and send the order accordingly.
Logging of automated order activities.
Given an automated order has been processed, when reviewing the system logs, then there should be a record of the order details, timestamp, and supplier information in the audit logs for future reference.
System performance during peak usage.
Given a peak order placement period, when multiple automatic orders are triggered simultaneously, then the system should be able to process all orders without delays or errors.
Vendor Performance Analytics
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User Story
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As a procurement officer, I want to view analytics on vendor performance so that I can choose the best suppliers and improve our procurement strategy.
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Description
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This requirement aims to provide analytics on vendor performance directly within the ConsistAI platform. Users will receive insights into delivery times, order accuracy, and overall satisfaction ratings. This data will help procurement officers make informed decisions when selecting or re-evaluating suppliers. Furthermore, by understanding vendor performance, businesses can collaborate more effectively, negotiate better terms, and improve the overall procurement strategy, driving efficiency and satisfaction across operations.
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Acceptance Criteria
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Vendor Performance Dashboard Overview
Given that a user is logged into ConsistAI, when they navigate to the Vendor Performance Analytics section, then they should see an interactive dashboard displaying vendor delivery times, order accuracy, and overall satisfaction ratings for each supplier.
Filter Reports by Date Range
Given that a user is viewing the vendor performance dashboard, when they select a specific date range for the analysis, then the dashboard should update to reflect vendor performance metrics solely for that selected period.
Export Vendor Analytics Reports
Given that a user is reviewing vendor performance data, when they click on the 'Export' button, then a CSV file containing the current vendor performance metrics should be downloaded successfully to their device.
Compare Multiple Vendors
Given that a user has accessed the vendor performance analytics, when they select two or more vendors to compare, then the system should display side-by-side performance metrics for easy evaluation.
Real-time Performance Alerts
Given that the user has set preferences for performance alerts, when a vendor's delivery time exceeds the predetermined threshold, then the user should receive an immediate notification within the platform.
User Feedback Collection on Vendor Performance
Given that the user is viewing vendor performance metrics, when they provide feedback regarding a supplier's performance, then this feedback should be recorded and reflected in the vendor's analytics profile.
Unified Dashboard for Supplier Management
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User Story
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As a facility manager, I want a centralized dashboard for supplier management so that I can easily track and oversee all vendor relationships in one location.
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Description
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This requirement entails creating a unified dashboard where users can manage all their supplier information and interactions in one place. This dashboard will display key metrics such as order statuses, supplier contacts, and performance analytics, allowing users to monitor and manage suppliers efficiently. A centralized dashboard simplifies the workflow, providing users with quick access to crucial supplier information, thereby enhancing decision-making and operational agility.
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Acceptance Criteria
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User accesses the unified dashboard to view all supplier information after logging into ConsistAI.
Given the user is logged into the ConsistAI platform, when they navigate to the Supplier Management dashboard, then they should see a complete list of all suppliers with relevant metrics including order statuses, contact information, and performance analytics.
User places a reorder request directly from the unified dashboard based on supplier alerts.
Given that an alert for low stock is displayed on the unified dashboard, when the user clicks on the reorder button next to the relevant supplier, then a reorder request should be successfully submitted, and a confirmation message should appear immediately.
User monitors supplier performance metrics on the unified dashboard.
Given the user is viewing performance metrics on the Supplier Management dashboard, when they review the analytics section, then they should be able to see supplier ratings based on timely deliveries and product quality, displayed in a clear and understandable format.
User updates supplier contact information through the unified dashboard.
Given that the user is on the Supplier Management dashboard, when they edit a supplier's contact information and save the changes, then the updated information should reflect immediately on the dashboard without any errors.
User configures notification settings for supplier alerts through the unified dashboard.
Given the user is within the dashboard settings for supplier management, when they select preferred notification methods and save the settings, then alerts should be received via the specified methods for upcoming orders and stock levels.
User assesses stock replenishment effectiveness via the unified dashboard.
Given that the user has access to the unified dashboard, when they review the stock replenishment history, then they should see a visual representation demonstrating a 30% reduction in waste due to optimized ordering from suppliers, supported by analytics data.
Seamless Integration with Accounting Systems
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User Story
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As a finance officer, I want procurement activities to automatically sync with our accounting system so that I can maintain accurate financial records without additional manual effort.
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Description
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This requirement covers integrating the Supplier Integration feature with various accounting systems. The goal is to ensure that procurement activities are automatically reflected in financial records, facilitating accurate budgeting and expenditure tracking. By linking procurement and accounting processes, users will have real-time visibility of financial impacts related to stock purchases, helping maintain better financial control and reducing errors caused by manual data entry.
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Acceptance Criteria
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Integration of procurement activities with the accounting system during a typical reorder process, where a user clicks to reorder supplies from a vendor's listing in ConsistAI and expects the transaction to reflect in the accounting records without manual intervention.
Given a user initiates a reorder request for supplies from a vendor, when the request is processed, then the corresponding transaction must be automatically recorded in the accounting system with accurate details (vendor name, item description, quantity, and cost).
A facility manager reviews the financial impact of a recent stock purchase through the accounting system after using the Supplier Integration feature to place orders. They need to confirm that all costs associated with their procurement activities are accurately reflected.
Given the supplier integration process has been used to place orders, when the facility manager checks the accounting system's financial report, then all recent procurement activities must be accurately reflected in the report with no discrepancies in item costs and quantities.
Regular audits are conducted by the accounting team to ensure that all procurement transactions from ConsistAI match the corresponding entries in the accounting software. Audit logs should demonstrate traceability and accuracy of transactions.
Given the accounting team conducts an audit, when they review the records, then there must be a complete and accurate audit trail for all procurement transactions initiated from ConsistAI, with references linking back to the respective reorder requests.
During a monthly budget review, the finance officer assesses the procurement data pulled directly from the accounting system integrated with ConsistAI. They expect to quickly analyze the spending trends and compare them to forecasts.
Given the finance officer accesses the budget report, when they analyze the data, then the report must provide real-time visibility into expenditures linked to procurement activities, showing accurate comparisons to budget forecasts.
A procurement officer notices discrepancies between stock purchases made through ConsistAI and the accounting entries. They attempt to investigate the source of the discrepancies and require a system that automatically reconciles these transactions.
Given that discrepancies are identified in the accounting entries, when the procurement officer uses the integrated reconciliation tool, then the system must offer a summary of all discrepancies and suggest corrective actions based on transaction history.
Mobile Access for Supplier Management
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User Story
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As a procurement officer, I want to access supplier management features on my mobile device so that I can stay updated and manage orders wherever I am.
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Description
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This requirement aims to enable mobile access to the Supplier Integration feature, allowing users to manage orders and suppliers on the go. With a mobile-friendly interface, procurement officers and facility managers can approve orders, track deliveries, and communicate with suppliers from their smartphones or tablets. This added flexibility supports faster decision-making and responsiveness, ensuring that operations continue seamlessly, even outside the office environment.
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Acceptance Criteria
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User approves a supplier order request via mobile app while on-site at an event.
Given the user has received a notification for a pending order, when the user accesses the mobile app, then they can view order details, approve or reject the order with a single tap, and confirm the action with an acknowledgment message.
User tracks delivery status of a supplier order through the mobile interface while off-site.
Given the user has placed an order, when the user checks the delivery status in the mobile app, then they should see real-time updates on the shipment's location and expected delivery time.
User communicates with a supplier through the mobile app while traveling.
Given the user wants to communicate with a supplier, when the user accesses the supplier contact feature in the mobile app, then they can initiate a chat or send an email directly to the supplier without leaving the app.
User receives alerts for low stock levels on their mobile device.
Given the inventory levels fall below the predefined threshold, when the user accesses the mobile app, then they should see a notification alert and recommendations for reorder quantities for all affected items.
User modifies order quantities using the mobile app while managing multiple suppliers.
Given the user is viewing a supplier order, when the user edits the order quantity and submits the changes, then the updated order should be reflected in the system with a confirmation of changes received from the supplier.
User logs into the mobile app using secure authentication methods while in a public place.
Given the user attempts to log into the mobile app, when the user enters their credentials, then they should be required to complete a two-factor authentication step, ensuring secure access to sensitive procurement data.
Restock History Tracker
The Restock History Tracker provides users with a comprehensive view of past reorder alerts and restocking activities. This historical data empowers facility managers and procurement officers to analyze restocking patterns, evaluate supplier performance, and adjust thresholds as needed based on their operational needs, enhancing strategic decision-making.
Requirements
Historical Data Analysis
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User Story
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As a procurement officer, I want to analyze my past restocking activities so that I can identify trends and make informed decisions about my inventory management.
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Description
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The Historical Data Analysis requirement involves creating a robust backend framework to store and manage restock history data, ensuring that all past reorder alerts and restocking activities are easily accessible to the users. This capability will provide facility managers and procurement officers the tools they need to conduct in-depth analysis of their supply chain, identify trends over time, evaluate supplier performance metrics, and refine their inventory management strategies. By integrating this feature with the existing dashboard, users will benefit from improved decision-making support, enabling them to set more effective restock thresholds and forecasts. This requirement is key to enhancing strategic resource optimization and waste reduction efforts within ConsistAI.
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Acceptance Criteria
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Viewing historical restock alerts for a specific time period.
Given the user selects a time range from the dashboard, when they click on 'View Restock History', then the system should display a list of all past reorder alerts within the selected time frame.
Analyzing restocking patterns over a quarterly basis.
Given the user accesses the Restock History Tracker, when they choose the quarterly report option, then the system should generate a visual representation of restocking patterns, highlighting trends and anomalies for that quarter.
Evaluating supplier performance based on restock data.
Given the user selects a specific supplier from the dashboard, when they request a performance report, then the system should provide metrics related to timeliness, accuracy, and order fulfillment for that supplier, based on historical data.
Adjusting restock thresholds based on historical analysis.
Given the user reviews the historical restock data, when they identify a trend requiring a threshold adjustment, then the system should allow the user to modify the restock levels and save changes seamlessly.
Integrating restock history with operational dashboard.
Given the user accesses the main operational dashboard, when they navigate to the Restock History Tracker module, then the historical data should be displayed accurately, reflecting all user actions in real-time.
Generating a list of items that require restocking based on historical usage.
Given the user inputs their criteria for restocking needs, when they initiate the search, then the system should present a list of items requiring restock based on historical consumption data.
Supplier Performance Metrics
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User Story
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As a facility manager, I want to see supplier performance metrics so that I can evaluate and optimize my vendor relationships.
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Description
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The Supplier Performance Metrics requirement entails the development of a feature to track and present key performance indicators (KPIs) associated with vendor reliability and delivery efficiency. This feature will integrate with the existing supplier database to automatically gather data on delivery times, order accuracy, and quality of supplied items based on historical restock information. By visualizing this data in a user-friendly format on the dashboard, facility managers can quickly assess which suppliers consistently meet or exceed expectations and which may require closer management or renegotiation. This capability will significantly bolster procurement strategies within ConsistAI by facilitating better supplier relationships and alignment with business goals.
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Acceptance Criteria
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User accesses the Supplier Performance Metrics dashboard to evaluate supplier reliability for upcoming orders.
Given the user is logged in, when they navigate to the Supplier Performance Metrics dashboard, then they should see a summary of each supplier's key performance indicators including delivery times, order accuracy, and item quality.
Facility manager reviews supplier performance over the last quarter to identify unreliable suppliers.
Given the dashboard is displaying supplier performance metrics, when the facility manager selects the time frame for the last quarter, then the dashboard should display the aggregated KPIs for all suppliers during that period.
User filters supplier performance metrics by specific suppliers to analyze their history.
Given the supplier performance dashboard is open, when the user applies a filter for specific suppliers, then only the selected suppliers' KPIs should be displayed on the dashboard.
Procurement officer receives an alert about a supplier whose performance metrics fall below predefined thresholds.
Given the system is tracking supplier metrics, when a supplier's delivery time exceeds the threshold set by the procurement officer, then an alert should be generated and displayed on the dashboard.
User compares the performance of two suppliers side by side to make a decision on contract renewal.
Given the user has selected two suppliers, when they initiate a comparison on the dashboard, then the system should display the side-by-side KPI metrics for both suppliers.
Facility manager visualizes trends in supplier performance over time to assess improvements or declines.
Given the user is on the Supplier Performance Metrics dashboard, when they select the 'trends' view, then the system should display a graphical representation of supplier KPIs over time for easier interpretation.
User accesses historical restocking data to evaluate supplier performance during specific campaigns.
Given the user is on the Supplier Performance Metrics dashboard, when they select a specific restocking campaign, then the associated KPIs for all involved suppliers should be displayed clearly on the dashboard.
Custom Threshold Adjustment
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User Story
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As a facility manager, I want to customize my restock thresholds so that I can better align my inventory levels with operational demand.
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Description
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The Custom Threshold Adjustment requirement involves allowing users to create and modify restock thresholds according to their unique operational needs. This feature will provide intuitive controls in the dashboard, which will enable facility managers to set alerts for restocking at levels that fit their specific consumption patterns and historical data analyses. By including options for seasonal adjustments and automatic suggestions based on predictive analytics, users can ensure that their inventory levels align strategically with demand fluctuations. Implementing this requirement will empower users to optimize stock levels, further reducing waste and enhancing service capabilities within their establishments.
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Acceptance Criteria
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As a facility manager, I want to access the Custom Threshold Adjustment feature from the dashboard to set a restock threshold for high-demand items based on historical data.
Given that I am logged into the ConsistAI dashboard, when I navigate to the Custom Threshold Adjustment section, then I should see an intuitive interface allowing me to enter desired thresholds for each item, with save and cancel options clearly visible.
As a procurement officer, I need to adjust the restock threshold during peak seasons to account for increased demand, using the Custom Threshold Adjustment feature.
Given that it's peak season and I am in the Custom Threshold Adjustment section, when I modify the threshold for seasonal items, then the system should allow me to set new thresholds and provide confirmation that the changes have been saved successfully.
As a facility manager, I want to receive automatic suggestions for threshold adjustments based on predictive analytics to optimize stock levels.
Given that I have accessed the Custom Threshold Adjustment feature, when I view the recommendations provided by the system, then I should see suggestions based on historical consumption patterns and predictive analytics distinctly highlighted.
As a procurement officer, I want to review and modify multiple item thresholds simultaneously to streamline the restocking process.
Given that I am in the Custom Threshold Adjustment section, when I select multiple items for bulk editing, then the system should allow me to input a new threshold for all selected items and confirm that the changes have been applied collectively.
As a facility manager, I want to track the effectiveness of my threshold adjustments by analyzing restocking patterns over time.
Given that I have made custom threshold adjustments, when I access the Restock History Tracker, then I should be able to view historical restocking activities and evaluate the impact of my adjustments on inventory levels over the past six months.
Comprehensive Reporting Dashboard
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User Story
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As a facility manager, I want to generate comprehensive reports on restocking activities so that I can present data-driven insights to stakeholders.
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Description
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The Comprehensive Reporting Dashboard requirement aims to enhance the existing dashboard by integrating advanced reporting tools that compile historical and current restock data into clear, actionable reports. This feature will allow users to generate customized reports easily, focusing on specific timeframes, suppliers, or inventory categories. Enhanced reporting capabilities will aid facility managers in preparing presentations for stakeholders, facilitating strategic discussions, and fostering transparency within the procurement process. By providing users with well-structured reports that visualize data trends, ConsistAI will create more opportunities for informed, data-driven decision-making.
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Acceptance Criteria
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User generates a custom report on restock patterns over the last month to present at a staff meeting.
Given the user is logged into the dashboard, when they select the date range for the last month and choose 'Generate Report', then the system should provide a downloadable report that includes all restock activities and patterns for that period.
The facility manager evaluates supplier performance through a report based on restocking data.
Given the facility manager is on the reporting dashboard, when they filter by supplier and select 'Generate Report', then the output should reflect accurate performance metrics including delivery times, order accuracy, and cost effectiveness, with the ability to download the report as a CSV or PDF.
The procurement officer analyzes inventory category trends to adjust stock thresholds.
Given the procurement officer accesses the reporting dashboard, when they choose a specific inventory category and set a custom date range, then they must be able to view trends visually represented in at least two formats (e.g., graph and table), allowing for easy interpretation.
A user presents the generated report with visual data trends to stakeholders during a strategic meeting.
Given the user has generated a report with visual data, when they share their screen in a meeting, then the report should load within 3 seconds and display all visual data without any formatting errors, ensuring stakeholders can easily understand the insights.
Facility managers need to verify data accuracy in the reports generated by the dashboard.
Given the facility manager has a historical record of restock data, when they compare the generated report with the historical records, then discrepancies should not exceed 2% in any main data point, confirming the accuracy of the report.
User Access Control
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User Story
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As a system administrator, I want to control user access levels so that different team members have appropriate permissions aligned with their roles.
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Description
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The User Access Control requirement includes the implementation of a multi-tiered user permission system that defines varying levels of access and functionality within the ConsistAI platform. Facility managers and procurement officers must be able to assign different roles to users based on their responsibilities, ensuring sensitive data is protected and controlled. This requirement promotes collaboration while maintaining security, enabling teams to make real-time decisions without compromising on data integrity. By streamlining user permissions, ConsistAI will ensure that operational data is accessible but secure, enhancing the overall user experience.
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Acceptance Criteria
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Role Assignment by Facility Managers for User Access Control
Given a facility manager logs into the ConsistAI platform, when they navigate to the user management section and select a user, then they should be able to assign roles that grant access levels according to predefined permissions without errors.
Verification of User Permissions per Role
Given a user with a specific role navigates the ConsistAI platform, when they attempt to access data or functionality restricted to higher roles, then they should receive an access denied message without exceptions being thrown.
Audit Trail of User Access Changes
Given any changes are made to user access permissions by a facility manager, when the change is saved, then an entry is recorded in the audit log detailing the change made, the user who made the change, and the timestamp of that change.
Role Definition Clarity for Procurement Officers
Given a procurement officer accesses the role definition settings, when they view the available roles, then they should see a clear description of each role and its associated permissions without ambiguity.
Scalable Role Management for Large Organizations
Given a facility manager assigns roles for a new set of users, when they input the roles for multiple users at once, then the system should successfully apply the roles without errors or delays, reflecting the changes instantly.
User Access Reports Generation
Given a facility manager needs to assess user access levels, when they request a report on user permissions, then the system should generate a comprehensive report detailing each user’s role and their current permissions without inconsistencies.
Temporary Access for Guests or External Vendors
Given a facility manager needs to grant temporary access to an external vendor, when they set the duration for temporary access and save it, then the system should enforce the access limits automatically at the end of the defined duration.
Custom Alert Settings
Users can tailor the Smart Reorder Alerts by specifying alert criteria based on item type, vendor preference, and urgency levels. Customization options ensure that users are only alerted about the items that matter most, promoting a more efficient and focused inventory management process tailored to individual operational needs.
Requirements
Custom Alert Setup
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User Story
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As a facility manager, I want to customize my stock reorder alerts so that I only get notified about essential items and avoid unnecessary distractions from less critical alerts.
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Description
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The Custom Alert Setup requirement allows users to define specific alert criteria tailored to their inventory management needs. Users can set parameters such as item types, vendor preferences, and urgency levels, allowing for a more personalized alert system. This enhances the operational efficiency by ensuring that users receive notifications only for items that are most relevant to their specific inventory situations. Ultimately, the goal of this feature is to streamline stock management, reduce response times to stock needs, and mitigate the risk of stock shortages or overstocking, aligning perfectly with the broader objectives of the ConsistAI platform.
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Acceptance Criteria
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User defines custom alert settings for perishable food items based on vendor and urgency level to avoid stock shortages before peak dining hours.
Given the user is in the Custom Alert Setup section, when the user selects 'perishable food' as the item type, 'preferred vendor A' as the vendor, and 'high urgency' as the urgency level, then the alert system should notify the user 48 hours before stock dips below the predetermined threshold.
A facility manager customizes alerts for cleaning supplies to ensure timely restocking and maintain hygiene standards in the establishment.
Given that the user is in the Custom Alert Setup section, when the user configures alerts for 'cleaning supplies' with the 'all vendors' option and sets 'medium urgency', then the system should update the user dashboard with these settings and display alerts based on stock levels.
Procurement officer sets alert parameters to receive notifications exclusively for items associated with custom promotions or special events.
Given the user has enabled event-based alerts in the Custom Alert Setup, when the user specifies 'event supplies' as the item type and selects 'next month’s gala' as the event, then the alert system should only notify the user about items relevant to that specific event.
User tests custom alert settings after making adjustments to ensure notifications function correctly prior to a busy holiday season.
Given the user setups alerts for 'beverages' during the holiday season with high urgency, when stock is low and near the threshold, then notifications should be sent immediately to the user’s preferred communication channel (email/SMS).
Facility manager implements custom alerts to monitor the restocking frequency based on historical data for high-demand items.
Given the user is analyzing previous month’s data in the Custom Alert Setup, when the user selects 'high-demand' items and specifies a 7-day restocking frequency, then alerts should trigger if the items are not restocked within that timeframe.
A user configures alerts for a mixed-use facility to segregate notifications based on department needs.
Given the user is in the Custom Alert Setup, when the user specifies 'kitchen supplies' for the restaurant and 'laundry supplies' for the housekeeping department, then alerts should be segmented by department in the user’s dashboard.
The procurement officer adjusts alert criteria based on vendor performance feedback received after implementing the initial settings.
Given the user receives feedback indicating issues with 'vendor B', when the user modifies the alert settings to exclude 'vendor B' for specific item types, then the alert system should reflect these changes accurately in the user settings.
Vendor Integration Alerts
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User Story
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As a procurement officer, I want to receive alerts from my preferred vendors when new products are available so that I can take advantage of deals and ensure my inventory is well-stocked.
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Description
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The Vendor Integration Alerts requirement enables users to set up notifications based on specific vendor criteria. This includes alerts for new offers, stock levels, and order confirmations from preferred vendors. By allowing alerts specific to vendors, users can quickly respond to changes and optimize their ordering processes. This feature is crucial for maintaining strong vendor relationships and ensuring that the procurement process is proactive rather than reactive, thus supporting the operational goals of ConsistAI to reduce waste and improve resource efficiency.
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Acceptance Criteria
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User sets up custom alert settings for vendor notifications based on stock levels, ensuring timely alerts for low inventory.
Given that the user is on the custom alert settings page, when they specify the vendor and set a threshold for stock levels, then they should receive notifications when stock levels fall below the defined threshold.
A user configures alerts for new vendor offers, ensuring they receive timely updates on promotional opportunities from preferred vendors.
Given that the user has selected preferred vendors, when new offers are available, then the user should receive a notification detailing the offer within 24 hours of its release.
User modifies existing alert criteria to prioritize urgency levels for vendor orders, ensuring that critical alerts are highlighted.
Given that the user is managing alert preferences, when they set an urgency level for specific alerts, then the system should categorize and display those alerts according to the specified urgency level in the notifications center.
User accesses the dashboard and views all active vendor integration alerts, ensuring all alerts are properly displayed and categorized.
Given that the user is on the dashboard, when they navigate to the alerts section, then they should see all active alerts categorized by vendor and alert type, with clear indicators for those that require immediate action.
A user tests the notification system to verify they receive alerts for vendor confirmations post-ordering.
Given that the user has completed an order with a preferred vendor, when the order confirmation is sent, then the user should receive an alert within 30 minutes confirming the order details.
User deactivates a specific vendor alert and verifies that notifications are no longer received for that vendor.
Given that the user has selected a vendor alert to deactivate, when they toggle the alert off, then they should not receive any notifications related to that vendor in their alerts section.
User reviews their alert log to analyze past vendor offers and stock alerts for informed decision-making.
Given that the user accesses the alert logs, when they filter by date range, then they should see a comprehensive list of past alerts with details on vendors, offers, and stock levels invited.
Urgency Level Configuration
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User Story
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As a facility manager, I want to prioritize reorder alerts based on urgency so that I can focus on critical inventory needs without overlooking essential items.
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Description
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The Urgency Level Configuration requirement provides users with the ability to classify alert notifications based on urgency. Users can specify which items require immediate attention and which can be managed in a more routine manner. This functionality supports efficient resource management by allowing critical items to be prioritized, ensuring operational continuity. By implementing this feature, the ConsistAI platform positions itself as a critical tool for inventory management, helping users make timely decisions based on the urgency of the situation.
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Acceptance Criteria
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User sets up the Urgency Level Configuration for various inventory items after onboarding to the ConsistAI platform to optimize alert notifications.
Given the user is on the urgency configuration page, when they select an item type and set urgency levels, then the system should save these preferences without errors and display a confirmation message.
User receives notifications based on the urgency level configuration set for specific items during a routine inventory check.
Given that the user has configured urgency levels for certain items, when the inventory is checked, then the user should only receive alerts for items categorized as high urgency.
User attempts to configure urgency levels for items but encounters an unsupported item type in the system.
Given the user selects an unsupported item type for urgency configuration, when they attempt to save the settings, then the system should display an appropriate error message indicating the item type is not configurable.
User reviews the alert history after configuring urgency levels to assess the effectiveness of the configurations.
Given the user has set urgency levels and received alerts, when they access the alert history, then they should see a categorized list of alerts based on the urgency levels that were configured.
A facility manager wants to adjust urgency settings due to changing operational needs after a busy season.
Given the facility manager logs into the ConsistAI platform, when they update existing urgency levels for several items, then those changes should be reflected immediately in the alert settings and confirmed by a success message.
User configures urgency levels and wants to confirm that settings persist across sessions in the ConsistAI platform.
Given the user has configured urgency levels and logged out of the platform, when they log back in, then the previously configured urgency settings should be accurately displayed in their profile.
Inventory Health Metrics
This feature offers users insights into the overall health of their inventory by displaying metrics like turnover rates and stock aging. By understanding which items are frequently below threshold or slow-moving, users can adjust their purchasing strategies accordingly, reducing waste and optimizing inventory levels.
Requirements
Inventory Turnover Rate Tracking
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User Story
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As a procurement officer, I want to track the inventory turnover rates so that I can identify which items need to be reordered and which items should be reduced in purchase frequency.
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Description
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The Inventory Turnover Rate Tracking requirement enables the platform to automatically calculate and visualize the turnover rates of various inventory items. This feature will facilitate users in identifying high turnover items that require consistent stock replenishment and low turnover items that may need reconsideration in purchasing strategies. By providing real-time insights into turnover metrics, the platform assists users in making data-driven decisions that minimize waste and ensure optimal stock levels. The feature is critical for improving financial performance and operational efficiency within the hospitality sector.
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Acceptance Criteria
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Inventory Turnover Rate Tracking for a seasonal product during peak season.
Given an inventory item categorized as seasonal, when the turnover rate is calculated during the peak season, then the system should automatically display a turnover rate of at least 5 times per month.
Monitoring ongoing turnover rates for perishable goods in a resort's kitchen.
Given perishable inventory items, when the user views the dashboard, then the turnover rate for each item should be displayed with historical trends for the last three months visible at the first glance.
Evaluating the turnover rates for slow-moving inventory items in an upscale restaurant.
Given an inventory item that has not sold in the last 30 days, when the turnover rate is calculated, then the system should flag these items for review and provide suggested actions.
Real-time inventory turnover tracking for high-volume retail items in a hotel gift shop.
Given items in the hotel gift shop, when a sale occurs, then the system should instantly recalculate and update the turnover rates, reflecting the changes in real-time on the dashboard.
Analyzing historical inventory turnover data for strategic purchasing decisions.
Given the historical turnover data for the last quarter, when the user generates a report, then the system should present an analysis and recommendations for purchasing adjustments based on the turnover rates.
Generating alerts for items below the minimum turnover threshold.
Given current inventory turnover rates, when an item falls below the predetermined turnover threshold for two consecutive weeks, then the system should trigger an alert to the procurement officer.
Visualizing turnover rate trends for monthly reports to management.
Given the monthly turnover rate data, when the user generates a management report, then the turnover metrics should be displayed with visual graphs indicating trends over the past six months.
Stock Aging Analysis
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User Story
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As a facility manager, I want to analyze the aging of my stock items so that I can take preventive measures for items nearing expiration and optimize my inventory practices.
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Description
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The Stock Aging Analysis requirement allows users to view metrics on how long items have been in stock. By categorizing items into various aging brackets, users can quickly identify items that are nearing expiration or are slow moving. This functionality will support proactive inventory management, allowing users to take action on aged stocks before they result in financial losses. Additionally, users can generate reports that help strategize purchasing and storage, significantly improving overall inventory health and reducing spoilage.
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Acceptance Criteria
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User navigates to the Stock Aging Analysis page to view the current status of their inventory and identify slow-moving items.
Given the user is on the Stock Aging Analysis page, when they request to view stock aging metrics, then the system should display a categorized list of items based on their aging brackets (e.g., '0-30 days', '31-60 days', '61+ days').
User generates a report to analyze the stock aging data over the past month to identify trends.
Given the user selects the report generation option for stock aging, when they specify the timeframe as the past month, then the system should produce a downloadable report that includes the number of items in each aging bracket and their respective turnover rates.
User wants to take action on items nearing expiration to reduce waste.
Given the user views the stock aging metrics and identifies items in the '61+ days' bracket, when they select those items, then they should be presented with actionable recommendations such as discounting, donation, or return options.
User evaluates the effectiveness of their purchasing strategies by comparing current metrics against previous data.
Given the user accesses the Stock Aging Analysis metrics, when they compare current turnover rates with those from the previous month, then they should be able to see visual charts depicting the changes in inventory health over time.
User ensures that all items in stock are categorized correctly according to their age.
Given the user has updated stock items, when they refresh the Stock Aging Analysis view, then all items displayed should accurately reflect their current aging category based on the latest input data.
User investigates slow-moving items that are affecting overall stock efficiency.
Given the user reviews the Stock Aging Analysis page, when they filter for items that have not moved in the last 90 days, then only those items should be shown in the results, along with their respective aging bracket.
User checks the impact of stock aging on financial performance at the end of the reporting period.
Given the user generates a financial summary report, when they include stock aging factors, then the report should reflect the cost associated with aged items in terms of potential losses due to spoilage.
Threshold Alerts for Low Stock Items
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User Story
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As a procurement officer, I want to receive alerts for low stock items so that I can reorder them in a timely manner to avoid service interruptions.
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Description
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The Threshold Alerts for Low Stock Items requirement will set predefined stock level thresholds for each inventory item. Upon reaching these thresholds, the system will trigger automatic notifications or alerts to users. This feature is essential for preventing stockouts and ensuring that procurement officers can act quickly to reorder items before they run out. By using this proactive notification system, users can maintain optimal inventory levels and improve service quality, leading to enhanced guest experiences and operational efficiency.
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Acceptance Criteria
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User receives an alert when stock of a critical item (e.g., cleaning supplies) drops below the predefined threshold during regular business hours.
Given the stock level is equal to or below the predefined threshold for the critical item, when the inventory check is initiated, then an automatic alert should be sent to the user via email and in-app notification.
User wants to ensure all inventory records reflect accurate threshold levels across different categories of items (e.g., perishables, non-perishables).
Given that the user accesses the inventory management interface, when they review the threshold settings, then all items should display their respective threshold levels accurately and are editable by the user.
User needs to regularly assess stock levels for seasonal items (e.g., holiday decorations) to prepare for upcoming events.
Given that a seasonal item is nearing its expiration period, when the stock level is checked and is below the threshold, then an alert should be triggered to suggest reordering ahead of seasonal demand.
Procurement officer needs to review alerts generated in the past week to identify recurring low stock issues and optimize purchase orders.
Given the user accesses the alert history, when a list of low stock alerts over the past week is displayed, then the list should include item names, alert timestamps, and current stock levels for each instance.
User sets a new threshold for an item and expects the changes to take immediate effect in the system.
Given that the user updates the stock threshold for a specific item, when they save the changes, then the new threshold should reflect immediately in the inventory report and alert settings for that item.
Vendor Performance Evaluation Metrics
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User Story
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As a procurement officer, I want to evaluate vendor performance so that I can select reliable suppliers and negotiate better terms based on their delivery and quality history.
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Description
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The Vendor Performance Evaluation Metrics requirement will provide users with insights into vendor reliability, product quality, and delivery timelines. By analyzing historical data, the platform will display performance metrics that allow users to evaluate and compare vendor performance. This feature supports strategic decision-making when selecting vendors, ensuring that procurement officers choose the most reliable suppliers. Improving vendor relationships and performance has direct implications for inventory health and operational effectiveness.
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Acceptance Criteria
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Vendor Evaluation for a New Supplier
Given that I have accessed the Vendor Performance Evaluation Metrics dashboard, When I input a new vendor's name and submit required data, Then I should see a comprehensive performance score based on reliability, quality, and delivery timelines, ranked against existing vendors.
Reviewing Historical Vendor Data
Given that I am on the Vendor Performance Metrics page, When I select a specific vendor from the list and view historical data, Then I should see detailed insights into that vendor's performance over the past year, including metrics on reliability and quality ratings.
Vendor Comparison for Procurement Decision
Given that I have multiple vendors displayed in the performance evaluation section, When I apply filters for specific metrics, Then I should be able to compare vendors side by side based on selected criteria such as delivery timelines and product quality.
Identifying Underperforming Vendors
Given that I have the vendor performance dashboard open, When I generate a report based on predefined thresholds, Then I should receive a list of vendors that fall below those thresholds for reliability and quality metrics, with reasons for underperformance highlighted.
Confirming Vendor Selection for Procurement
Given that I have evaluated multiple vendor performances, When I select a vendor for procurement based on metrics, Then I should see a confirmation message detailing selected vendor's performance metrics and reasons for selection.
User Feedback on Vendor Metrics Accuracy
Given that a user has reviewed the vendor performance metrics, When they submit feedback about the accuracy of the metrics displayed, Then their feedback should be recorded and displayed for future reference in the dashboard.
Exporting Vendor Performance Reports
Given that I have accessed the Vendor Performance Evaluation Metrics section, When I request to export the performance data, Then I should receive a downloadable report in PDF format containing all relevant performance metrics for the selected date range.
Integrated Dashboard for Inventory Overview
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User Story
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As a facility manager, I want to have an integrated dashboard that summarizes all inventory metrics so that I can quickly assess the health of my inventory at any time.
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Description
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The Integrated Dashboard for Inventory Overview requirement will centralize all inventory metrics, including turnover rates, stock aging, and low stock alerts, into an intuitive user interface. This dashboard will provide a comprehensive view of inventory health, allowing users to assess situations and make informed decisions at a glance. By simplifying access to critical data, this feature enhances user experience and facilitates more efficient inventory management processes, promoting a holistic understanding of inventory dynamics.
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Acceptance Criteria
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User accesses the Integrated Dashboard to view their inventory metrics and assess the current health of their stock.
Given the user is logged into the dashboard, when they navigate to the Integrated Dashboard for Inventory Overview, then all relevant inventory metrics including turnover rates, stock aging, and low stock alerts should be displayed clearly in an intuitive layout.
User identifies slow-moving items by analyzing inventory health metrics from the dashboard.
Given the user reviews the stock aging metrics, when they identify any items categorized as slow-moving, then those items should be highlighted clearly on the dashboard to prompt action.
User wants to receive alerts for low stock items to make timely purchasing decisions.
Given the inventory levels are below the predefined thresholds, when the user accesses the Integrated Dashboard, then low stock alerts should be visible in real-time on the dashboard to notify the user.
User requires a summary of inventory turnover rates to evaluate purchasing strategies.
Given the user requests a summary of turnover rates, when they view the metrics on the Integrated Dashboard, then the turnover rates should be calculated accurately and presented in a simple graphical format.
User seeks to compare inventory health metrics over different time periods to identify trends.
Given the user selects a time period filter on the dashboard, when they apply the filter, then the dashboard should update to reflect relevant inventory metrics for the selected periods accurately.
User intends to export inventory metrics for external reporting purposes.
Given the user is on the Integrated Dashboard, when they select the export option, then the system should generate a downloadable report containing all visible inventory health metrics in a standard format (e.g., CSV or PDF).
Waste Insight Dashboard
An interactive dashboard that visualizes waste generation patterns in real-time. Users can analyze data by category, timeframe, or operational area, allowing them to quickly identify hotspots of excessive waste. This feature enhances decision-making by providing clear visuals and actionable insights that guide targeted waste reduction initiatives.
Requirements
Real-time Waste Analytics
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User Story
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As a facility manager, I want to view real-time waste analytics so that I can quickly identify waste generation patterns and implement corrective measures accordingly.
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Description
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The Real-time Waste Analytics requirement involves the integration of advanced data collection mechanisms to gather waste generation metrics continuously. This feature will leverage IoT devices to monitor waste output in various operational areas, allowing real-time tracking of waste generation. It provides visualizations and insights that help users understand their waste patterns almost instantaneously, enabling immediate decision-making. The insights generated will assist in pinpointing problem areas where excessive waste occurs, thus facilitating targeted reduction initiatives and improving overall resource efficiency in line with ConsistAI’s goals.
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Acceptance Criteria
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Integration and Functionality of Real-time Waste Analytics in Hospitality Environment
Given the IoT devices are properly installed and operational, when the waste generation data is collected, then the dashboard should display real-time waste metrics by category and time frame with less than a 2-second lag delay from data collection to visualization.
User Interaction with Waste Insight Dashboard
Given a facility manager is logged into the ConsistAI platform, when they access the Waste Insight Dashboard, then they should be able to filter waste data by operational area and view visualizations that accurately reflect the selected filters without errors or data discrepancies.
Alert System for Excessive Waste Generation
Given that the waste generation exceeds predefined thresholds in any operational area, when the data is analyzed in real-time, then the system should automatically trigger alerts to the relevant users with actionable insights within 5 minutes of the event occurring.
Data Accuracy and Synchronization
Given the integration of different data sources, when waste generation data is ingested, then the system should ensure at least 95% accuracy in data reporting by cross-validating with past waste generation records for the same timeframe.
Reporting and Analytical Insights Generation
Given the user is navigating the Waste Insight Dashboard, when they request a report on waste patterns over the last month, then the system should generate a comprehensive report detailing waste trends, categories, and operational areas within 1 minute.
User Training and Onboarding for Dashboard Utilization
Given a new user is onboarded to use the Waste Insight Dashboard, when they complete the training module, then they should pass a user competency assessment with at least 80% accuracy before being granted full access to all dashboard features.
Categorical Waste Breakdown
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User Story
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As a procurement officer, I want to analyze waste data by category so that I can focus on reducing waste in the most impactful areas.
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Description
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The Categorical Waste Breakdown requirement encompasses the development of a feature that organizes waste data by various categories, such as food, packaging, and hazardous waste. This feature will enable users to filter waste generation metrics based on different categories, providing clarity on which areas contribute most to waste. Understanding the composition of waste will allow stakeholders to implement more effective waste reduction techniques and improve auditing processes, ultimately supporting the platform’s mission of facilitating data-driven decisions in procurement and operational efficiency.
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Acceptance Criteria
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As a procurement officer reviewing waste insights, I want to see a breakdown of waste by category over the last month so I can identify which categories are most problematic and require attention.
Given that the user selects the 'Last Month' timeframe and chooses to filter by 'Categorical Waste Breakdown', when the dashboard is loaded, then the dashboard should display waste metrics organized by category (food, packaging, hazardous, etc.) with total waste amounts clearly indicated for each category.
As a facility manager concerned about sustainability, I want to view historical data on waste generation categories to compare trends over time.
Given that the user selects a custom date range for analysis, when the user accesses the 'Waste Insight Dashboard', then the dashboard should display a line chart representing the total waste generated by category during the selected timeframe, allowing for trend analysis.
As a restaurant manager trying to reduce food waste, I want to drill down into food waste metrics specifically to identify peak times for waste generation.
Given that the user filters the dashboard for 'Food Waste' and selects 'Hourly Breakdown', when the dashboard renders, then it should show a heatmap indicating the hours of highest food waste generation and correlating the waste volume with operational data such as the number of covers served.
As a member of the sustainability team, I want to receive alerts when waste generation in any category exceeds a predetermined threshold for the week.
Given that the waste metrics are being monitored, when the total waste generation of any category surpasses the defined weekly threshold, then an alert should be triggered and sent to the designated contact via email.
As an audit manager wanting to ensure compliance with waste management regulations, I want to generate a report showing waste categories over the last quarter for review.
Given that the user selects the 'Report Generation' option for the last quarter, when the report is generated, then it should include a detailed breakdown of waste by category, total volumes, and comparison to the previous quarter, with the option to export in PDF format.
As a hotel operator aiming to implement targeted initiatives, I want to identify the most significant categories contributing to overall waste.
Given that the user accesses the 'Categorical Waste Breakdown', when the dashboard displays the data, then it should highlight the top three waste categories contributing to overall waste with actionable insights recommended for each category.
Timeframe Analysis Tool
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User Story
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As a restaurant manager, I want to analyze waste trends over specific timeframes so that I can assess the effectiveness of my waste reduction strategies and adjust them as needed.
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Description
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The Timeframe Analysis Tool is designed to enable users to visualize waste generation trends over customizable timeframes. This requirement will facilitate the analysis of waste data for different periods, such as daily, weekly, or monthly. By understanding trends and patterns, users can assess the effectiveness of implemented strategies and make informed decisions for future initiatives. The insights gained from this feature will contribute to policy development regarding waste management and resource allocation in the hospitality sector.
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Acceptance Criteria
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User analyzes waste data for the past week to assess strategies implemented during a special event.
Given the user selects a weekly timeframe for analysis, when the data is processed, then the dashboard displays waste generation trends specific to that week, including breakdowns by category and operational area.
User wants to compare daily waste generation before and after implementing a new waste management strategy.
Given the user selects two consecutive daily timeframes, when the analysis is initiated, then the dashboard shows a side-by-side comparison of waste generation metrics for both days, highlighting differences in total waste and category-specific waste.
Facility manager requires a visual assessment of monthly waste generation trends to guide resource allocation for the next quarter.
Given the user selects a monthly timeframe, when the report is generated, then the dashboard presents visual graphs indicating total waste per category for each month, along with trend lines illustrating overall changes over time.
User intends to filter waste generation data by specific categories, such as food waste and packaging waste, to identify areas for improvement.
Given the user applies filters to select waste categories, when the data is refreshed, then the dashboard displays only the selected categories' waste generation trends with clear visual differentiation between them.
A procurement officer needs to evaluate waste generation trends over different operational areas, such as kitchen and dining, to enhance procurement strategies.
Given the user selects multiple operational areas for the analysis, when the dashboard processes the information, then it shows a comparative view of waste generation trends by the selected operational areas, enabling clear insights for decision-making.
User wants to save a custom report of waste generation trends for future reference and decision-making.
Given the user configures a custom report with selected timeframes and categories, when the report is saved, then it can be accessed later from the 'Saved Reports' section of the dashboard without loss of data integrity.
User aims to receive alerts for excessive waste generation during a specific timeframe to initiate immediate action.
Given the user sets threshold limits for waste generation, when the actual waste exceeds the set limits during the specified timeframe, then the dashboard triggers an alert notification to the user for timely intervention.
User-friendly Dashboard Interface
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User Story
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As a hotel manager, I want a user-friendly dashboard interface so that I can easily access and understand waste generation data without needing specialized training.
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Description
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The User-friendly Dashboard Interface requirement is vital for developing an intuitive dashboard that aggregates all the waste insights into a single view. This feature will ensure that users can easily navigate and interpret data visualizations, aiding in swift decision-making. An effective interface layout will enhance user engagement and improve the accessibility of complex data metrics. This cohesive visual presentation is critical for facilitating strategic discussions and easy reporting related to waste reduction initiatives across different operational areas.
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Acceptance Criteria
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User navigates to the Waste Insight Dashboard after logging into the ConsistAI platform to assess current waste metrics and trends.
Given the user is logged in to the platform, when they access the Waste Insight Dashboard, then the dashboard displays all relevant waste data categories (food, packaging, etc.) within 2 seconds.
User applies filters to analyze waste generation patterns by a specific category and timeframe to pinpoint areas for improvement.
Given the user selects a specific waste category and a custom date range, when they click 'Apply Filters', then the dashboard updates visuals to reflect the filtered data within 3 seconds and clearly highlights significant waste patterns.
User utilizes the dashboard's interactive visualization tools to drill down into waste generation data by operational areas such as kitchen, dining area, and storage.
Given the user has selected the Drill Down feature, when they click on a specific operational area, then the dashboard expands to show detailed metrics relevant to that area, including trends and comparisons to previous periods.
User wants to export waste data visualizations to include in a strategic reporting meeting regarding waste reduction initiatives.
Given the user clicks the 'Export' button on the dashboard, when the user selects the format (PDF or Excel), then the system generates and initiates the download of the report including all selected data visuals and metrics within 5 seconds.
User seeks assistance for using specific features of the Waste Insight Dashboard through a help section.
Given the user clicks on the 'Help' icon, when the user is taken to the help section, then they should see a detailed FAQ and tutorial videos relevant to using the dashboard functionalities clearly displayed.
User notices an increase in waste generation and wants to track improvements over time using the dashboard.
Given the user accesses the Waste Insight Dashboard over successive weeks, when they review the weekly waste metrics, then the dashboard provides a clear comparison graph of waste changes over time, indicating a percentage decrease in waste when applicable.
User tries to view past waste trends to support project initiatives aimed at reducing overall waste.
Given the user selects a historical date range from the date picker, when they confirm the selection, then the dashboard displays historical waste metrics, including visual trends and comparison to current metrics within 4 seconds.
Actionable Insights Notifications
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User Story
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As a sustainability officer, I want to receive actionable insights notifications about waste patterns so that I can act swiftly to mitigate waste generation.
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Description
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The Actionable Insights Notifications requirement focuses on providing automated alerts and insights based on waste generation data. This feature will monitor waste metrics and send notifications to users when specific thresholds or patterns are detected, prompting timely actions. This proactive approach to waste management empowers users to take immediate steps to curb excessive waste and aligns with the goal of fostering a culture of sustainability within the organization. Notifications will be customizable based on user preferences and profiles, enhancing the functionality of the Waste Insight Dashboard.
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Acceptance Criteria
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User receives a notification for excessive waste generation when the threshold of 100 kilograms is surpassed in a 24-hour period in the kitchen department.
Given the user has set a waste threshold of 100 kilograms for the kitchen, when the total waste generated exceeds this threshold within a 24-hour period, then the user receives an automated notification via the platform.
User customizes notification preferences for waste alerts based on operational areas and waste types.
Given the user accesses the notification settings, when the user selects operational areas (like kitchen or dining) and waste types (like food or packaging), then the system should save these preferences and tailor notifications accordingly.
User needs to review waste generation trends over the past three months to inform management decisions.
Given the user navigates to the Waste Insight Dashboard, when the user selects a three-month timeframe for analysis, then the system displays visualizations of waste trends categorized by type and operational area.
User receives a reminder to take action on a waste reduction initiative after receiving a notification.
Given the user receives a waste generation notification, when a specified time period of 48 hours elapses without action, then the user receives a follow-up reminder notification to encourage intervention.
User opts to enable notifications for new waste reduction insights based on historical data.
Given the user navigates to notification settings, when the user selects the option to receive notifications for new insights detected by the system, then the system should confirm the change and begin sending relevant alerts.
Vendor Integration for Waste Reduction
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User Story
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As a procurement officer, I want to integrate vendor data into the waste dashboard so that I can analyze and improve our procurement practices related to waste reduction.
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Description
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The Vendor Integration for Waste Reduction requirement will enable seamless integration with suppliers and vendors to track waste metrics related to purchased goods. It will allow procurement teams to analyze how vendor practices contribute to waste generation from their products. This integration fosters collaboration with vendors to improve their practices, enhancing the overall waste management strategies of the organization. The data-driven approach will support sustainable procurement initiatives and create accountability in the supply chain.
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Acceptance Criteria
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Integration of vendor data into the Waste Insight Dashboard for analysis.
Given that the vendor has been integrated into the system, when waste data is pulled, then waste metrics related to purchases should update automatically in the Waste Insight Dashboard.
Analysis of waste metrics by vendor for targeted reduction initiatives.
Given that waste metrics are available by vendor, when a user selects a specific vendor from the dashboard filter, then the dashboard should display the corresponding waste data for that vendor within 5 seconds.
Collaboration with vendors to enhance their waste management practices.
Given that waste metrics indicate excessive waste from a vendor, when the procurement team reviews the data, then they should be able to generate a report and communicate recommendations to the vendor immediately through the platform.
Tracking the effectiveness of waste reduction initiatives post-vendor integration.
Given that waste reduction initiatives have been implemented, when users analyze the waste metrics over a specified period, then there should be a measurable decrease in waste generation of at least 10% compared to previous metrics.
Real-time alerting system for waste level thresholds.
Given that waste metrics are being monitored, when any category exceeds the predefined waste threshold, then an alert notification should be sent to the procurement team within 2 minutes.
Visualization of waste patterns by operational area and timeframe.
Given the analysis tools in the Waste Insight Dashboard, when users select specific operational areas and timeframes, then the dashboard should present trending data in easy-to-read visual formats such as graphs or charts.
User access control for different roles within the Waste Insight Dashboard.
Given different user roles, when the dashboard is accessed, then only the authorized user roles should have the ability to view, edit, or delete vendor-related waste metrics.
Interactive Reporting Tools
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User Story
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As a chief sustainability officer, I want interactive reporting tools to create customized reports on waste data so that I can present comprehensive analytics to stakeholders.
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Description
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The Interactive Reporting Tools requirement aims to create robust reporting features that allow users to generate customized reports on waste generation insights. Users will be able to create reports based on specific criteria, including category, timeframe, and location. This functionality is essential for producing in-depth assessments of waste management efforts, enhancing accountability, and supporting continuous improvement strategies across the organization. The interactive nature of these tools will empower users to derive actionable information from complex datasets effectively.
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Acceptance Criteria
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User generates a customized report to analyze waste generation data over the last quarter for the kitchen operational area, identifying key areas for waste reduction.
Given a user has access to the Interactive Reporting Tools, when they select the kitchen operational area and set the timeframe to the last quarter, then the system should generate a report displaying the total waste generated by category with actionable insights.
Facility manager wants to compare waste generation data between different operational areas over the previous month for reporting to upper management.
Given a facility manager is using the Interactive Reporting Tools, when they choose multiple operational areas and set the timeframe to the last month, then the system should produce a comparative report that highlights the differences in waste generation for each area.
Procurement officer needs to generate a detailed report on recyclable waste for sustainability initiatives during the last year.
Given a procurement officer has access to the system, when they filter the report criteria to show only recyclable waste for the entire last year, then the system should create a comprehensive report that includes total quantities and trends over the specified timeframe.
User customizes a report to analyze food waste across various restaurant locations in real-time to inform immediate operational adjustments.
Given a user is actively utilizing the Interactive Reporting Tools, when they select the food waste category and multiple restaurant locations, then the system should provide a real-time report that visualizes food waste patterns and highlights critical hotspots.
A waste management analyst needs to export a generated report in multiple formats for external audits and presentations.
Given a waste management analyst has successfully generated a report, when they select the export option, then the system should allow them to download the report in PDF, CSV, and Excel formats without data loss.
User evaluates waste reduction effectiveness by generating a report to compare waste data before and after implementing new reduction strategies.
Given a user has implemented waste reduction strategies, when they generate a report comparing the last three months' data to the previous three months, then the system should show a percentage decrease in waste metrics, highlighting the improvements achieved due to the strategies.
Excess Waste Alerts
Automated alerts prompt users when certain waste thresholds are exceeded in specific categories, such as food waste or packaging waste. By receiving timely notifications, facility managers can take immediate corrective actions, minimizing waste before it accumulates. This proactive approach enhances operational efficiency and supports sustainability goals.
Requirements
Threshold Setting
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User Story
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As a facility manager, I want to set specific waste thresholds for different categories so that I can receive relevant alerts and take timely action to minimize waste before it exceeds manageable levels.
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Description
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This requirement allows users to define and customize waste thresholds for various categories such as food waste, packaging waste, and other relevant metrics. By enabling users to set specific thresholds, the system can tailor alerts to their operational needs, ensuring that notifications are relevant and actionable. This customization enhances the effectiveness of the Excess Waste Alerts feature, allowing businesses to proactively manage waste levels according to their specific sustainability goals and operational standards, ultimately leading to improved waste management and reduced overall waste accumulation.
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Acceptance Criteria
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User sets a new waste threshold for food waste in the ConsistAI dashboard.
Given that the user is on the threshold setting page, when they input a new threshold value for food waste and save it, then the system should display a confirmation message indicating the new threshold has been set successfully.
User attempts to set a threshold for an invalid waste category.
Given that the user is on the threshold setting page, when they try to input a threshold for a waste category that does not exist, then the system should display an error message stating 'Invalid waste category.'
User views currently set waste thresholds for various categories including food and packaging waste.
Given that the user is on the threshold setting page, when they review the threshold list, then the system should display the correct current thresholds for food waste, packaging waste, and any other valid categories that have been set.
User receives an alert when waste exceeds the set threshold for food waste.
Given that a waste threshold of 50 pounds is set for food waste, when the actual food waste recorded is 55 pounds, then the user should receive an automated alert indicating that the food waste threshold has been exceeded.
User wants to adjust the existing threshold for packaging waste.
Given that an existing threshold of 30 pounds is set for packaging waste, when the user edits this threshold to 40 pounds and saves the changes, then the system should confirm the threshold has been updated and reflect the new threshold value in the dashboard.
User attempts to save a negative threshold value for any waste category.
Given that the user is on the threshold setting page, when they input a negative value for any waste category threshold and attempt to save, then the system should display an error message stating 'Threshold value cannot be negative.'
User inputs a threshold that triggers alerts at a specified frequency.
Given that the user sets a food waste threshold of 60 pounds with alerts configured to trigger daily, when waste reaches 70 pounds, then the user should receive a daily alert until the food waste is reduced below the threshold.
Automated Notifications
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User Story
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As a procurement officer, I want to receive automated notifications when waste levels exceed set thresholds so that I can quickly address the issue and prevent further waste accumulation.
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Description
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This requirement focuses on the implementation of an automated notification system that sends alerts to users when predefined waste thresholds are exceeded. Notifications would be delivered through multiple channels, such as email, SMS, or in-app messages, ensuring that facility managers receive timely and actionable information regardless of their current engagement with the platform. This automation not only enhances responsiveness but also fosters a culture of accountability and proactive waste management within organizations, contributing to their sustainability initiatives.
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Acceptance Criteria
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Notification of Exceeded Food Waste Threshold
Given the food waste threshold is set at 100 kg per week, when the actual food waste exceeds this limit, then an automated notification is sent to the facility manager via email and in-app message.
Notification of Exceeded Packaging Waste Threshold
Given the packaging waste threshold is set at 50 kg per month, when the actual packaging waste exceeds this limit, then an automated SMS notification is sent to the facility manager.
Multi-Channel Notification Delivery
Given that multiple notification channels are configured, when a waste threshold is exceeded, then notifications should be sent through all selected channels (email, SMS, in-app).
Timeliness of Notifications
Given a waste threshold is exceeded, when the system detects the excess, then notifications should be delivered within 5 minutes of detection.
User Acknowledgment of Notifications
Given a notification of exceeded thresholds, when the facility manager receives the alert, then they must confirm acknowledgment of the notification to ensure accountability and action.
Threshold Configuration Adjustments
Given the requirement for flexibility, when the facility manager adjusts the waste thresholds in the system, then the automated notifications must reflect the new thresholds immediately.
Historical Notification Log
Given that notifications are sent out, when a facility manager accesses the notification log, then they should see a complete history of all notifications sent regarding waste thresholds, including time and method of delivery.
Historical Waste Data Analysis
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User Story
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As a facility manager, I want to analyze historical waste data so that I can identify trends and improve our waste management strategies over time.
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Description
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This requirement implements features for analyzing historical waste data to identify trends and patterns over time. By providing insights into waste generation and management, users can assess the effectiveness of their sustainability initiatives and make informed decisions based on data-driven insights. The ability to analyze historical data supports continuous improvement in waste management strategies and helps in setting realistic future waste reduction goals, aligning operational practices with long-term sustainability objectives.
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Acceptance Criteria
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Use Case for Analyzing Trends in Food Waste Management
Given the user accesses the historical waste data analysis feature, when they select the 'Food Waste' category and specify a date range, then they should receive a graphical representation of waste trends over the selected period, including key metrics such as total waste and average waste per day.
Use Case for Identifying Patterns in Packaging Waste
Given the facility manager utilizes the historical data analysis, when they filter the data specifically by 'Packaging Waste' and view monthly statistics, then they should be able to see the categories of packaging contributing most to waste, with a breakdown of percentages for each type.
Use Case for Assessing the Impact of Sustainability Initiatives
Given the user wants to evaluate the effectiveness of a recent sustainability initiative, when they access the historical waste analysis for the previous six months and compare it with the prior period, then they should be able to generate a report highlighting changes in waste volume and percentage reduction.
Use Case for Setting Future Waste Reduction Goals
Given the user is reviewing historical waste data, when they analyze trends and patterns over several months, then they should be able to set realistic future waste reduction goals based on historical insights and predictive analytics offered by the platform.
Use Case for Comparing Waste Across Different Locations
Given the facility manager oversees multiple sites, when they access the historical waste analysis, select different locations, and run a comparison report, then they should be presented with a side-by-side analysis of waste data, including totals and percentages for each location.
Use Case for Real-Time Monitoring of Waste Production
Given the user is using the dashboard, when they set up alerts for waste trends, then they should receive real-time notifications if current waste production exceeds historical averages by a specified threshold, helping them to act promptly.
Integration with Procurement System
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User Story
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As a procurement officer, I want the Excess Waste Alerts feature to integrate with our procurement system so that I can adjust orders based on real-time waste data, promoting sustainability.
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Description
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This requirement supports the seamless integration of the Excess Waste Alerts feature with existing procurement systems used by the organization. By enabling data exchange between procurement systems and the waste management alerts, users can have a holistic view of resource management, allowing them to adjust orders based on waste generation metrics. Such integration fosters intelligent stock management, reducing excess inventory, and promoting sustainable procurement practices.
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Acceptance Criteria
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Integration of Excess Waste Alerts Feature with Procurement System for Food Waste Management
Given the Excess Waste Alerts feature is integrated with the procurement system, when food waste exceeds set thresholds, an alert is generated and sent to the facility manager via email and dashboard notification.
Real-time Data Synchronization Between Procurement and Waste Management Systems
Given the procurement system is operational, when waste metrics update, then the system should synchronize in real-time to reflect the current waste data in both systems without delays.
User Interface Display of Waste Alerts in Procurement Dashboard
Given the Excess Waste Alerts feature is implemented, when the facility manager accesses the procurement dashboard, then the waste alerts should be clearly displayed in a dedicated section with actionable insights.
Threshold Customization for Different Waste Categories
Given the system allows setup, when the facility manager configures waste thresholds for food and packaging waste categories, then the system should accept and save these configurations accurately and notify users when limits are reached.
Reporting Functionality for Historical Waste Data
Given the integration is complete, when the facility manager requests a report, then the system should generate a detailed report of historical waste data segmented by category over a specified time period.
User Training for Integration Utilization
Given the new integration, when user training sessions are conducted, then at least 90% of participants should demonstrate an understanding of how to use the integrated features for managing waste alerts during a follow-up assessment.
Vendor Communication for Waste Thresholds
Given the alerts are operational, when a waste threshold is crossed, then the designated vendor should receive an automated notification detailing the specific excess waste category and proposed adjustments needed to orders.
User Role Management
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User Story
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As an administrator, I want to manage user roles and permissions for the Excess Waste Alerts feature so that I can control who receives alerts and who can access waste data within our team.
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Description
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This requirement provides the functionality to manage user roles and permissions within the Excess Waste Alerts feature. By allowing administrators to customize user access, organizations can ensure that the right stakeholders receive appropriate alerts and have access to relevant data, thereby enhancing communication and collaboration. Empowering facility managers and procurement officers with tailored access to critical information fosters a culture of proactive waste management and accountability across different levels of the organization.
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Acceptance Criteria
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User Role Assignment for Waste Management Alert System
Given an administrator accesses the user management dashboard, When they assign a role with waste alert permissions to a user, Then the user should receive an email confirmation and their access level should reflect the new role within 5 minutes.
User Access Review for Excess Waste Alerts
Given an administrator reviews user roles in the system, When they request a report of all users with access to the waste alerts feature, Then the report should accurately display all user names, roles, and their last login times.
Custom Alerts Configuration for Facility Managers
Given a facility manager needs to customize alert thresholds for food waste, When they update the threshold settings in the dashboard, Then the excess waste alert should trigger only when surpluses exceed the specified levels.
Role-based Permissions for Accessing Waste Data
Given a user with limited permissions attempts to access waste alert data, When they try to view the data, Then they should receive an access denied message and not see any data related to excess waste.
Alert Notification Delivery to Specific User Roles
Given that excess waste data exceeds the threshold, When the alert is triggered, Then the notification should be sent to all users with the proper permissions within 2 minutes.
Audit Log for User Access Changes
Given an administrator changes user roles within the system, When they access the audit log, Then they should see a record of all changes made including user name, role changed, and timestamp of the change.
Group Role Management for Multiple Users
Given an administrator needs to manage roles for multiple users, When they select multiple user accounts and apply a new role, Then all selected users should have their roles updated simultaneously with confirmation notifications sent to each user.
Feedback Mechanism
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User Story
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As a facility manager, I want to provide feedback on the waste alerts I receive so that improvements can be made to the notification system, ensuring that it better meets our operational needs.
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Description
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This requirement introduces a feedback mechanism that allows users to provide input on the effectiveness and relevance of the alerts received. Users can report false alarms, irrelevant notifications, or suggest improvements, enabling continuous refinement of the alert parameters and system responsiveness. This feature will engage users in the optimization process and assure them that their feedback is valued, leading to enhanced stakeholder satisfaction and more effective waste management practices overall.
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Acceptance Criteria
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User submits feedback on excessive food waste alerts after experiencing multiple false alarms for a week.
Given that the user is logged into the ConsistAI platform, When the user fills out the feedback form indicating a false alarm, Then the feedback is successfully submitted and stored for review.
Facility manager reviews the feedback submissions on excess waste alerts to identify common concerns or suggestions for improvements.
Given that the manager accesses the feedback analytics dashboard, When the feedback metric is selected, Then all feedback regarding excess waste alerts is displayed in a clear and organized manner.
User reports an irrelevant packaging waste alert through the feedback mechanism.
Given that the user has received a packaging waste alert, When the user specifies the alert as irrelevant and submits feedback, Then the system acknowledges the feedback submission and provides a confirmation message.
Feedback mechanism allows users to suggest improvements on alert parameters for better accuracy.
Given the feedback form has a field for suggestions, When a user enters a suggestion for improving alert parameters and submits it, Then the suggestion is logged in the system for future reference and development consideration.
System administrator reviews user feedback to refine alert thresholds for waste categories.
Given that the system admin accesses the feedback report, When the admin analyzes user suggestions and reports of false alarms, Then the admin can adjust the alert parameters based on the common feedback trends.
User receives a notification after providing feedback regarding alert effectiveness.
Given that the user has submitted feedback on alerts, When the feedback is successfully stored, Then the user should receive a notification confirming receipt of their feedback.
Waste Analysis Reports
Comprehensive reports generated periodically that summarize waste generation metrics and trends over time. These user-friendly reports highlight areas for improvement, enabling users to track progress, measure the impact of reduction efforts, and make informed decisions on resource management.
Requirements
Automated Waste Metrics Collection
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User Story
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As a facility manager, I want automated waste metrics collection so that I can have accurate and real-time data on waste generation that helps in making informed decisions about reducing waste.
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Description
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This requirement involves the automatic collection of waste generation data from various operational areas within the facility. The feature will integrate with existing sensors and systems to capture real-time waste data and compile it into a centralized database. This automation eliminates manual data entry errors and improves the accuracy of the reports generated. It supports operational efficiency by providing timely insights into waste generation patterns, enabling stakeholders to make data-driven decisions on resource usage and waste reduction initiatives.
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Acceptance Criteria
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Automated Waste Metrics Collection for Restaurant Operations
Given that the waste sensors are installed in the restaurant's kitchen and dining areas, When the automated system is activated, Then it should collect and record waste data every hour without manual intervention and store it in the centralized database.
Real-Time Data Availability for Waste Analysis Reports
Given that waste data is being collected in real-time, When a user requests the latest waste analysis report, Then the system must generate and display the report reflecting the most recent data within 5 minutes.
Accuracy of Automated Waste Data Collection
Given that the automated collection system is in place, When comparing the data collected over a month with manual entries from the same period, Then the discrepancy should be no more than 5% in waste volume recorded.
Integration with Existing Management Systems
Given that the facility uses a management software system for procurement, When the waste data is collected, Then the system must automatically integrate the waste metrics into the procurement database without data loss.
Access Control for Waste Metrics Data
Given that multiple users can access the waste metrics, When an employee tries to access the data report, Then the system must verify the user's credentials and permissions before granting access to sensitive waste data.
Notification System for Waste Trends
Given that waste generation data is collected, When a trend indicating a 20% increase in waste is detected, Then the system should send an automated notification to facility managers and procurement officers within 24 hours.
Usability of Waste Analysis Reports Dashboard
Given that users need to access the waste reports, When they navigate to the waste analysis reports section, Then they should be able to view, filter, and export reports with a user satisfaction score of 85% or higher in user feedback surveys.
Customizable Reporting Dashboard
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User Story
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As a procurement officer, I want a customizable reporting dashboard so that I can view waste analysis data tailored to my needs and make targeted improvements.
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Description
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This requirement focuses on creating a customizable dashboard that allows users to segment and view waste analysis reports according to specific criteria, such as time frames, types of waste, or departments. By providing customizable views, users can quickly identify trends and areas needing improvement. Additionally, the dashboard will enable users to save specific report configurations for easy access in the future, streamlining the decision-making process and enhancing user engagement with waste management practices.
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Acceptance Criteria
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User accesses the customizable reporting dashboard to analyze waste data from the past quarter and selects to view the report segmented by department.
Given a user is logged into the ConsistAI platform, when they navigate to the customizable reporting dashboard and select the past quarter and department as the segmentation criteria, then the dashboard should load and display a waste analysis report segmented by department for the selected time frame.
A user saves a customized report configuration for future analysis.
Given a user has selected specific criteria (time frame, type of waste, and department) for a waste analysis report, when they click the 'Save Configuration' button, then the platform should prompt for a configuration name, and upon entering a valid name, the configuration should be saved and retrievable in the future from the dashboard.
User generates a waste analysis report to examine waste trends over different time periods.
Given a user is on the customizable reporting dashboard, when they choose to generate a report comparing waste across different time periods (e.g., monthly comparison for the last six months), then the dashboard must display the comparative waste trends accurately reflecting the selected periods.
A user filters waste data by specific types of waste within the customizable reporting dashboard.
Given a user is currently viewing the customizable reporting dashboard, when they apply a filter for specific types of waste (e.g., food waste, packaging waste), then the displayed report should exclusively reflect the data related to the selected types of waste in real-time.
User receives automated notifications regarding changes in waste trends based on saved report configurations.
Given a user has saved report configurations to track waste trends, when there is a significant increase or decrease in waste metrics (e.g., 20% change) based on the saved configuration criteria, then the system should automatically send an email notification to the user outlining the changes and recommended actions.
User requests assistance in understanding report metrics through an onboard help feature.
Given a user is viewing the waste analysis report, when they click on the help icon within the dashboard, then the system should provide contextual help that explains key report metrics and how to interpret them, along with examples for clarity.
Trend Analysis Tools
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User Story
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As a sustainability coordinator, I want trend analysis tools so that I can visualize waste patterns over time and communicate these insights effectively to the team to enhance our reduction strategies.
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Description
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This requirement entails the development of trend analysis tools that allow users to visualize waste generation data over time through charts and graphs. These tools will help in identifying patterns and anomalies in waste management efforts, enabling users to assess the effectiveness of implemented reduction strategies. By visually presenting data, the tools will facilitate better communication of waste issues to stakeholders, ensuring that all parties are aligned towards common sustainability goals.
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Acceptance Criteria
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Visualizing monthly waste generation trends across different departments to assess improvement in waste reduction strategies.
Given the user selects a department and a time range, When the user generates the trend analysis report, Then the report displays a clear and interactive chart showing waste generation trends over the selected period.
Utilizing the trend analysis tools to share waste metrics with stakeholders during a quarterly sustainability meeting.
Given the user opens the trend analysis tool, When the user selects the 'export report' option, Then a downloadable PDF report is generated containing all relevant trend charts and insights.
Identifying anomalies in waste generation that may indicate operational issues or inefficiencies.
Given the user accesses the trend analysis tool, When waste generation exceeds the average by 20% over a specific week, Then the tool alerts the user of this anomaly with suggestions for further investigation.
Assessing the impact of implemented waste reduction strategies over a six-month period.
Given the user sets the time frame to the last six months, When the user views the trend analysis report, Then the report shows a 30% reduction in waste generation compared to the previous six-month period.
Comparing waste generation data among different facilities within the organization.
Given the user selects multiple facilities in the trend analysis tool, When the user generates the comparative report, Then the report displays side-by-side charts comparing waste metrics across the selected facilities.
Analyzing seasonal variations in waste generation to plan better procurement strategies.
Given the user filters the data by season, When the user generates the report, Then the report illustrates waste generation trends distinctly for each season, helping in strategic planning.
Tracking user engagement with the trend analysis tool to improve its functionality.
Given a user accesses the trend analysis tool, When the user interacts with the charts or graphs, Then the tool logs these interactions for future analysis and enhancements.
Benchmarking Against Industry Standards
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User Story
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As a facility manager, I want benchmarking against industry standards so that I can identify areas for improvement in our waste reduction practices and align them with industry best practices.
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Description
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This requirement involves integrating a benchmarking feature that compares the organization’s waste generation metrics against industry standards and best practices. This functionality will provide actionable insights and recommendations for improvement by identifying gaps and setting targets that align with industry benchmarks. Implementing this requirement is crucial for fostering a culture of continuous improvement and accountability in waste management efforts across the organization.
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Acceptance Criteria
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Waste Generation Metrics Comparison for a Portfolio of Hotels
Given the organization has waste generation metrics data, when the user accesses the benchmarking feature, then the system should display a comparison of the user's waste generation metrics against relevant industry standards and best practices, highlighting any discrepancies in performance and areas for improvement.
Automated Recommendations for Improvement
Given the benchmarking data has been generated, when the user reviews the waste analysis reports, then the system should automatically provide actionable recommendations for waste reduction based on the identified gaps between the user's performance and industry standards.
Customizable Reporting Periods for Insights
Given the need for effective tracking, when the user selects a reporting period for the waste analysis, then the system should generate a report summarizing waste generation metrics for that specific period, allowing comparisons against previous periods and benchmarks.
User Interaction with Benchmarking Data
Given a user is viewing the benchmarking data, when the user clicks on any metric, then the system should provide a detailed view of the selected metric, including historical trends and comparisons with industry standards over time.
Alerts for Underperformance Against Benchmarks
Given that benchmark data is available, when the user's waste generation metrics fall below industry standards over a defined reporting period, then the system should send an automatic alert to the user, prompting action to address the shortfall.
Visualization of Waste Trends and Benchmarks
Given waste generation data and industry benchmarks, when the user accesses the visualization feature, then the system should present an interactive graph displaying trends in waste generation alongside industry benchmarks for easy comparison.
User Training and Support on Benchmarking Features
Given the implementation of the benchmarking feature, when a user accesses the training module, then the system should provide complete training resources and follow-up support related to using the benchmarking functionalities successfully.
User Notification System for Waste Alerts
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User Story
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As a procurement officer, I want a user notification system for waste alerts so that I can be informed of significant changes in waste patterns and take immediate action to mitigate issues.
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Description
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This requirement addresses the need for a notification system that alerts users to significant changes in waste generation metrics, such as sudden spikes in waste or consistent trends that exceed predefined thresholds. By proactively notifying users, this feature will allow for timely interventions to address potential issues, enabling proactive rather than reactive management of waste. This enhances overall efficiency and reduces the potential for waste overflow and associated costs.
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Acceptance Criteria
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Notification for Significant Waste Spike Alert
Given a user is logged into the ConsistAI platform, when the waste generation exceeds the predefined threshold by a specified percentage, then the user receives a real-time alert notifying them of the spike in waste generation.
Daily Summary of Waste Trends
Given that the user has opted in for notifications, when a daily report is generated, then the user receives a summary of waste generation trends that highlights any significant changes compared to the previous day.
Periodic Threshold Notification
Given a user has set specific thresholds for waste generation, when waste consistently exceeds this threshold over a defined period, then the user receives a notification prompting them to review their resource management strategies.
User Acknowledgement of Alerts
Given a user receives a waste alert, when they acknowledge the alert through the system, then the alert is marked as reviewed, and the user can provide feedback on the alert's relevance.
Alerts for Low Inventory Levels Triggered by Waste Analysis
Given the waste analysis report indicates potential for resource inefficiencies, when the inventory levels fall below a user-defined threshold as a result of excess waste, then the user receives a notification to reorder supplies.
Customizable Notification Settings
Given a user accesses their notification settings, when they modify their alert preferences, then the system successfully saves these preferences and applies them for all future waste alerts.
Historical Alert Review Capability
Given the user accesses the notifications archive, when they review past alerts, then they can see a comprehensive list of all waste alerts with dates and associated data for performance analysis.
Benchmarking Tools
Tools that allow users to compare their waste generation metrics against industry standards or similar facilities. This feature offers an objective view of performance, motivating users to adopt best practices based on proven strategies from leaders in sustainability.
Requirements
Performance Benchmarking
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User Story
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As a facility manager, I want to compare my waste generation metrics with those of similar facilities so that I can identify areas for improvement and adopt effective sustainability practices.
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Description
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This requirement establishes the functionality to compare the waste generation metrics of users against established industry standards and benchmarks. It incorporates a data analytics engine that aggregates waste metrics from various facilities within the same category, providing users with a performance score based on their current waste statistics. The feature aims to motivate users by presenting an objective view of their performance against relevant comparisons. By integrating these benchmarking tools into the ConsistAI platform, users can identify areas of improvement, optimize resources, and adopt best practices from leading facilities, ultimately striving for better sustainability and operational efficiency.
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Acceptance Criteria
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As a Facility Manager, I want to compare our hotel's waste generation metrics against industry standards so that I can identify areas where we are underperforming and set targets for improvement.
Given that the facility manager selects the benchmarking tool, when they input their waste generation data, then the system should display their metrics alongside relevant industry benchmarks with clear indicators of performance gaps.
As a Procurement Officer, I want to receive a performance score based on our waste metrics compared to similar facilities so that I can advocate for resource optimization to management.
Given that the procurement officer accesses the performance score feature, when they query their facility's waste metrics, then the system should calculate and display a score that reflects their standing among similar facilities in the database.
As a Sustainability Coordinator, I want to see best practice recommendations based on top-performing facilities, so I can implement strategies to reduce waste effectively.
Given that the sustainability coordinator browses the benchmarking tools, when they view the comparative analysis results, then the system should provide actionable recommendations and best practices tailored to their facility's waste performance.
As a General Manager, I want to track historical waste metrics over time alongside industry benchmarks to assess the effectiveness of implemented changes.
Given that the general manager requests historical data within the benchmarking tool, when they select a timeframe for analysis, then the system should graphically display waste metrics over time compared to industry standards for that same period.
As a Facility Manager, I want to receive alerts when our waste metrics significantly deviate from benchmarks so I can take immediate corrective actions.
Given that the facility manager has set benchmark deviation thresholds, when the system detects that the waste output exceeds or falls below these thresholds, then an automated alert should be sent to the manager’s dashboard and email.
As a part of our sustainability practices, I want to be able to share benchmarking results with my team during meetings.
Given that the facility manager is viewing the benchmarking results, when they select the option to export or share information, then the system should allow sharing the results in multiple formats (PDF, Excel, etc.) with appropriate graphical representations included.
Customizable Benchmark Reports
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User Story
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As a procurement officer, I want to generate customizable benchmark reports so that I can focus on specific areas of waste management that affect my facility's sustainability efforts.
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Description
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This requirement centers on developing a reporting system that allows users to create customizable benchmark reports based on their selected criteria, such as type of facility, operational size, and waste types. Users will have the option to filter and visualize their performance data relative to the benchmarks established by the system. This will enable the facility managers and procurement officers to gain insights tailored to their specific operational context. By facilitating deeper analyses through custom reports, users can develop targeted strategies to minimize waste and optimize their sustainability efforts, increasing the feature's overall value.
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Acceptance Criteria
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User selects specific criteria such as type of facility and waste type for generating a benchmark report.
Given a user has access to the customizable benchmark reports, when they select their facility type and waste type, then the system should generate a report that reflects the selected criteria with comparative metrics displayed clearly.
User applies multiple filters to generate a benchmark report for enhancing insights on waste management.
Given the user applies filters for operational size and time period, when they request to generate a report, then the resulting benchmark report should display metrics specific to the selected filters and indicate the data source used for benchmarking.
User wants to visualize performance data through graphical representation in the benchmark report.
Given a user generates a benchmark report, when the report is displayed, then it should include visual elements like charts or graphs that represent performance data in comparison to industry standards, enhancing understanding of the waste metrics.
User needs to export the benchmark report for sharing with stakeholders.
Given a user has generated a benchmark report, when they select the export option, then the report should be available for download in multiple formats (e.g., PDF, Excel) without loss of data integrity or visual representation.
Users require a tutorial or guidance on how to use the customizable benchmark report feature effectively.
Given a user accesses the customizable benchmark report section, when they click on the help icon, then they should see a comprehensive guide or tutorial that explains how to use the feature, including examples and best practices.
Real-Time Data Integration
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User Story
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As a facility manager, I want to receive real-time updates on my waste generation metrics so that I can make timely decisions that enhance my facility's sustainability practices.
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Description
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This requirement focuses on the integration of real-time data feeds from waste management systems and IoT devices used within the facilities. It will ensure that users of ConsistAI can receive immediate updates regarding their waste generation metrics, allowing for timely decision-making and adjustments. The platform will engage with third-party waste management solutions, ensuring users have accurate and current data to inform their benchmarking assessments. This capability will enhance the accuracy of performance comparisons and facilitate proactive resource management, leading to improved operational efficiencies.
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Acceptance Criteria
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User receives real-time waste generation data updates through the ConsistAI platform during their operational hours.
Given that the user is logged into ConsistAI, when they access the live data dashboard, then the waste generation metrics should be updated every five minutes with accurate data from the integrated waste management systems and IoT devices.
Facility managers compare their facility's waste generation metrics with industry standards using benchmarking tools within ConsistAI.
Given that the user selects the benchmarking feature, when they input their facility's waste metrics, then the system should display a comparison report that includes at least three industry standards and highlight areas for improvement.
A procurement officer utilizes the real-time data integration to make immediate decisions on inventory replenishment based on waste generation metrics.
Given that waste generation data is updated in real-time, when the waste levels reach a defined threshold, then the system should automatically alert the procurement officer to reorder specific products to avoid waste overflow.
Users assess the accuracy of data received from integrated third-party waste management systems.
Given that the integration with third-party waste management systems is in place, when the user cross-references the data from ConsistAI with that from the waste management provider, then the discrepancies should not exceed 5% in any given metric.
Facility managers track changes in waste generation patterns over time to identify seasonal trends.
Given that historical data is stored in the platform, when the user analyzes the last six months of waste data, then they should be able to generate a report that visualizes trends and highlights any significant increases or decreases in waste generation.
Users utilize the platform's dashboard to set waste reduction goals based on real-time data.
Given that users can view their waste generation metrics, when they set specific waste reduction goals within the dashboard, then the platform should provide a progress tracking feature that updates in real-time as waste is generated or reduced.
Users receive notifications for irregular waste patterns based on historical data trends.
Given that the user has historical waste generation data, when abnormal spikes or drops are detected in real-time data, then the system should send a notification to the user for immediate review and action.
Root Cause Analysis Tool
A dedicated tool that assists users in deep-diving into waste generation data to uncover underlying causes of excessive waste. By leveraging analytics, users can identify patterns and behaviors contributing to waste, enabling the implementation of targeted interventions.
Requirements
Data Visualization Dashboard
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User Story
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As a facility manager, I want an interactive dashboard that visualizes waste generation data so that I can quickly identify trends and make data-driven decisions to reduce waste and optimize resources.
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Description
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The Data Visualization Dashboard requirement involves creating an interactive interface that presents waste generation data in an easily understandable manner. This dashboard should integrate seamlessly with the existing data sources of ConsistAI, allowing users to view trends, patterns, and anomalies in real-time. Utilizing line graphs, bar charts, and pie charts, the dashboard will enhance users’ ability to analyze waste patterns, making it easier to identify areas for improvement. This feature is vital as it empowers users to make informed decisions based on comprehensive insights, ultimately leading to waste reduction and enhanced operational efficiency.
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Acceptance Criteria
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User accesses the Data Visualization Dashboard to analyze waste trends for the past month to prepare for the upcoming procurement meeting.
Given the user is logged into the ConsistAI platform, when they navigate to the Data Visualization Dashboard, then they should be able to view waste generation data represented in line graphs, bar charts, and pie charts for the selected timeframe.
A facility manager needs to identify specific areas where waste reduction can be achieved, utilizing the trends observed in the Data Visualization Dashboard.
Given that the waste generation data is displayed in various visual formats, when the facility manager interacts with the charts to filter by waste type, then the corresponding waste metrics should update dynamically to reflect the selected filters.
The procurement officer wants to present data during a strategy meeting, focusing on key waste reduction areas identified from the dashboard metrics.
Given the dashboard shows data and trends, when the procurement officer selects to download the waste analysis report, then they should receive a formatted document that summarizes the key findings with visual representations included.
Users need to ensure the Data Visualization Dashboard is integrated with real-time data for accurate decision-making.
Given the dashboard is supposed to pull data from connected sources, when a change occurs in the waste generation data, then the dashboard should update within 5 minutes to reflect the latest data.
A user is reviewing the dashboard for anomalies in waste generation data during peak operation hours.
Given the user has accessed the Data Visualization Dashboard, when they view the dashboard, then the system should highlight any anomalies in waste generation data for immediate visibility to the user.
A facility manager identifies a spike in food waste through the Data Visualization Dashboard and wants to investigate further.
Given the facility manager has noticed a specific spike in the food waste data visualization, when they click on the spike, then the dashboard should provide detailed insights and historical context for that data point.
Users want to compare waste generation data between different departments to identify performance gaps.
Given the users are in the Data Visualization Dashboard, when they select departments for comparison, then the dashboard should display a side-by-side comparison of waste metrics for those departments.
Automated Alerts for Waste Thresholds
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User Story
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As a procurement officer, I want to receive alerts when waste generation exceeds limits so that I can take immediate action to address the issue and prevent further waste accumulation.
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Description
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This requirement outlines the development of an automated alert system that notifies users when waste generation exceeds predefined thresholds. By defining specific metrics for waste production, users can receive timely alerts via email or in-app notifications. This tool is crucial as it allows for prompt interventions to manage waste levels before they escalate, fostering a proactive approach to waste management. Integrating this alert system with the existing analytics tools will ensure users have immediate insights into their waste management performance.
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Acceptance Criteria
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Automated alerts are triggered when waste generation exceeds predefined thresholds based on historical data analysis over a month.
Given the waste generation data from the past 30 days, when the programmed threshold (e.g., 100 kg) is exceeded, then an email alert should be sent to the user and an in-app notification should appear immediately.
Users can customize waste thresholds for different categories of waste (e.g., food waste, packaging waste) in their account settings.
Given the user is logged into the system, when they set a threshold for specific waste categories, then the system should save these settings and apply them to trigger alerts appropriately.
The alert notification system provides historical records of alerts generated for users to analyze waste trends.
Given the alert system is operational, when the user wants to view historical alert notifications, then they should be able to access a report detailing all alerts triggered over the last 3 months.
Users receive alerts simultaneously via email and push notifications for immediate awareness.
Given the user has opted into notifications, when waste generation exceeds the set thresholds, then both email and in-app notifications should be delivered within 5 minutes of detection.
The system allows users to acknowledge or dismiss alerts to keep track of response actions.
Given an alert has been generated, when the user acknowledges or dismisses the alert, then the system should log the action and update the alert status accordingly in the user's dashboard.
The integration of the alert system with current analytics tools in the ConsistAI dashboard enhances real-time monitoring of waste levels.
Given the user is accessing the dashboard, when waste levels are reviewed, then the analytics tool should reflect any waste thresholds triggered along with the corresponding alerts.
Alerts are configurable based on user roles and responsibilities to avoid overwhelming irrelevant notifications.
Given different user roles (manager, procurement officer), when alerts are set, then only users with relevant roles should receive notifications that apply to their responsibilities.
Root Cause Analysis Report Generation
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User Story
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As a facility manager, I want to generate reports on waste causes so that I can understand the underlying issues contributing to waste and develop targeted strategies to minimize it.
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Description
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The Root Cause Analysis Report Generation feature involves creating a function that automatically compiles detailed reports on waste generation causes based on user-defined parameters. This requirement will allow users to generate comprehensive reports that highlight contributing factors to waste generation over selected time periods or events. By integrating advanced analytics and data mining techniques, this tool will provide a clear understanding of the underlying causes, enabling businesses to implement targeted interventions. This is essential for creating effective waste reduction strategies and ensuring sustainable operations.
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Acceptance Criteria
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Root Cause Analysis Report Generation for a Weekly Review Session
Given the user has access to the Root Cause Analysis Tool, when they select a date range of the last week and click 'Generate Report', then a comprehensive report highlighting waste generation causes over the selected period must be generated and made available for download.
Automated Data Compilation for Report Generation
Given the user has defined specific parameters for waste analysis, when the report generation process is initiated, then the tool must automatically compile relevant data from the database without any manual data entry required.
Visual Representation of Waste Analysis Report
Given that the Root Cause Analysis Report has been generated, when the user opens the report, then visual representations of data such as charts and graphs must be present to illustrate the key factors contributing to waste generation clearly.
Parameter Customization for Detailed Reporting
Given the user is on the report generation page, when they customize the analysis parameters (like time period, type of waste, and source), then the generated report must reflect these customizations accurately, ensuring the report is tailored to the user's needs.
Exporting Report in Multiple Formats
Given the report has been generated, when the user chooses to export the report, then it must be available in multiple formats, including PDF, Excel, and CSV, enabling easy sharing and further analysis.
Error Handling for No Data Scenarios
Given the user requests a report for a time period with no recorded waste data, when they initiate the report generation, then the system must display an appropriate message indicating no data is available for the selected criteria instead of generating an empty report.
User Account Permissions for Report Access
Given a user role with restricted access, when they attempt to generate a report, then the system must deny access and provide a clear message about insufficient permissions.
Integration with Vendor Systems
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User Story
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As a procurement officer, I want to integrate vendor systems with the waste analysis tool so that I can access complete data on waste generation patterns, leading to better decision-making in my procurement strategy.
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Description
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This requirement focuses on enabling the integration of the Root Cause Analysis Tool with vendors’ systems for real-time data exchange on supply chain and waste management. By implementing APIs that connect with various vendor databases, users can access complementary data that may influence waste generation patterns. This integration enhances the holistic view of operational efficiency, supporting informed decision-making. The ability to merge internal and external data is crucial for deepening the analysis of waste factors, thereby improving procurement strategies and reducing waste levels effectively.
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Acceptance Criteria
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Integration with Vendor Systems for Real-Time Waste Management Data Exchange
Given that the Root Cause Analysis Tool is connected to the vendor's system, when a user requests data on waste generation, then the tool should display real-time data on waste metrics from the vendor's database.
Accessing Historical Data from Integrated Vendor Systems
Given that the Root Cause Analysis Tool is integrated with historical vendor data, when a user analyzes waste patterns over the last year, then the tool should provide a comprehensive report highlighting trends and anomalies in waste generation.
Ensuring Data Accuracy during Real-Time Integration
Given that the integration with vendor systems is active, when the Root Cause Analysis Tool retrieves data, then the data should match the vendor's database with an accuracy rate of at least 95%.
User Notification on Integration Errors
Given that the Root Cause Analysis Tool is integrated with vendor systems, when there is an error retrieving data, then the user should receive an immediate notification detailing the error and potential next steps to resolve it.
Performance Under High Data Load During Peak Times
Given that the Root Cause Analysis Tool is being used during peak operational hours, when multiple users access real-time vendor data simultaneously, then the system should maintain response times under 2 seconds for data retrieval requests.
User Training and Support Module
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User Story
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As a new user of the Root Cause Analysis Tool, I want access to training materials and support so that I can learn how to use the tool effectively and make informed decisions about waste management.
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Description
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The User Training and Support Module requirement entails the creation of a training program and support system for users of the Root Cause Analysis Tool. This will include comprehensive guides, video tutorials, and a dedicated support forum for Q&A. Providing users with adequate training is essential for driving user adoption and ensuring that they can maximize the tool's benefits effectively. This requirement is important as it empowers users with the knowledge necessary to utilize the tool fully, which directly influences the effectiveness of the waste management strategies they implement.
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Acceptance Criteria
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User Enrollment and Access to Training Materials
Given a registered user, when they log into the User Training and Support Module, then they should have access to all training materials including guides and video tutorials.
Video Tutorial Playback Functionality
Given a user accessing video tutorials, when they click on a tutorial, then the video should play successfully without buffering or errors, with controls for play, pause, and volume adjustment.
Support Forum Interaction and Q&A
Given a user who has a question, when they post in the dedicated support forum, then their question should be displayed in the forum immediately, and other users or support staff should be able to respond within 24 hours.
Training Progress Tracking
Given a user who has completed a training module, when they check their training progress section, then they should see the completed modules marked as complete, along with the dates of completion.
User Feedback Mechanism
Given a user who has completed a training session, when they are prompted to provide feedback, then they should be able to submit their feedback successfully and receive a confirmation message.
Mobile Compatibility of Training Resources
Given a user accessing the training materials from a mobile device, when they open the training module, then all content should be mobile-responsive, maintaining readability and functionality on smaller screens.
Sustainability Action Planner
An integrated planning tool that helps users develop and track their waste reduction strategies based on their analytics insights. This feature provides a step-by-step approach, ensuring users can set realistic goals, monitor progress, and achieve measurable results in their sustainability efforts.
Requirements
Goal Setting Module
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User Story
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As a sustainability manager, I want to set specific waste reduction goals so that my team can track our progress and make necessary adjustments to achieve our targets effectively.
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Description
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The Goal Setting Module enables users to establish specific, measurable sustainability goals based on data analytics derived from their operational insights. This functionality allows users to input various waste metrics, select realistic targets, and link them to actionable strategies, promoting accountability in their sustainability initiatives. Integration with real-time analytics ensures that these goals are aligned with historical performance data, providing users with a comprehensive view of what is achievable and encouraging a culture of continuous improvement and transparency within their organization.
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Acceptance Criteria
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User inputs waste metrics and establishes sustainability goals for the first time.
Given a user has accessed the Goal Setting Module, when they enter waste metrics and select targets, then a confirmation message should display indicating successful goal creation with the ability to save their inputs.
User modifies existing sustainability goals.
Given a user has previously set sustainability goals, when they access the Goal Setting Module and modify the metrics or targets, then the system should reflect the changes and provide an updated confirmation message.
User checks progress against set sustainability goals over time.
Given a user has set sustainability goals and the system includes historical performance data, when they view the progress report in the Goal Setting Module, then the report should display measurable progress and insights based on real-time analytics.
User links sustainability goals to actionable strategies within the system.
Given a user has established sustainability goals, when they navigate to the actionable strategies section, then the system should allow users to associate specific actions with each goal and save these linkages successfully.
User receives notifications on goal progress and milestones.
Given a user has set sustainability goals, when the system reaches key milestones or changes in progress, then the user should receive automated notifications via the integrated communication channel.
User views a dashboard summarizing overall sustainability efforts.
Given a user has accessed the dashboard, when they navigate to the sustainability section, then the dashboard should reflect an overview of all set goals, current status, and historical performance in a user-friendly format.
User attempts to set unrealistic sustainability goals.
Given a user inputs waste metrics and targets that exceed historical performance data, when they try to save these goals, then the system should display an error message indicating that the goals are not achievable based on past data.
Progress Tracking Dashboard
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User Story
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As a facilities manager, I want to see a dashboard that tracks our sustainability progress, so that I can easily monitor our performance and share this information with stakeholders.
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Description
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The Progress Tracking Dashboard provides users with a visual representation of their sustainability goals and current performance against those goals. This feature displays key metrics such as waste diverted from landfills, percentage reduction in waste, and progress towards set targets. By integrating interactive graphs and charts, users can easily interpret data, identify trends, and understand the impact of their strategies over time, thus facilitating informed decision-making. This dashboard not only enhances user engagement but also drives accountability and encourages ongoing commitment to sustainability efforts.
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Acceptance Criteria
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User accessing the Progress Tracking Dashboard to review waste reduction progress over the past month.
Given the user is logged in, when they navigate to the Progress Tracking Dashboard, then they should see a graphical representation of waste diverted from landfills, clearly displaying the total amount and percentage reduction achieved for the past month.
User setting a new waste reduction target for the upcoming quarter using the dashboard.
Given the user is on the Progress Tracking Dashboard, when they set a new waste reduction target and save it, then the dashboard should update to reflect this target and display progress towards it in real-time.
User utilizing the dashboard to identify trends in waste management over the last six months.
Given the user is viewing the Progress Tracking Dashboard, when they select the last six months from the date range options, then all displayed metrics should refresh to show data only for that period, including trends and comparisons to previous months.
User interacting with the dashboard to drill down into specific waste categories for analysis.
Given the user is on the Progress Tracking Dashboard, when they click on a specific waste category, then the dashboard should display detailed information, including graphs and metrics specific to that category for further analysis.
User exporting metrics and progress data from the Progress Tracking Dashboard for reporting purposes.
Given the user is on the Progress Tracking Dashboard, when they select the export function, then they should receive a downloadable report in a specified format (PDF/CSV) containing all relevant metrics and visualizations displayed on the dashboard.
User receiving a notification when they achieve a waste reduction milestone displayed on the dashboard.
Given the user has enabled notifications, when they reach a predetermined waste reduction milestone, then they should receive an on-screen notification and an email confirming the achievement.
Action Plan Generator
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User Story
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As a procurement officer, I want an automated tool that generates an actionable waste reduction plan so that I can easily implement strategies that align with our sustainability goals.
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Description
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The Action Plan Generator automates the creation of tailored waste reduction action plans based on users’ sustainability goals and analytics data. Users can input their specific targets, and the system will suggest actionable steps, timelines, and necessary resources required to meet these goals. This interactive tool enhances user experience by providing users with a structured framework for implementing their sustainability strategies. The generated action plans can be edited and customized further, enabling flexibility while ensuring that all user efforts are data-driven and aligned with best practices in waste management.
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Acceptance Criteria
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User inputs specific waste reduction targets and analytics data into the Action Plan Generator.
Given a user has inputted waste reduction targets, when they submit the action plan, then the Action Plan Generator should generate a tailored action plan with actionable steps and timelines relevant to those targets.
User accesses the generated action plan and reviews its components.
Given a user has generated an action plan, when they open the plan, then it should display all required information including steps, timelines, and resources, with no critical data missing.
User customizes the generated action plan by editing specific sections to fit operational capabilities.
Given a user is viewing a generated action plan, when they edit the details of the plan, then the system should save their changes and ensure that the edited plan remains aligned with original sustainability goals and any adjusted timelines.
User tracks their progress on the sustainability goals set within the action plan.
Given a user is tracking progress on their action plan, when they input updates, then the system should reflect these updates visually on the dashboard, showing percentage completion for each step.
User generates multiple action plans for different waste reduction targets simultaneously.
Given a user wants to work on multiple sustainability targets, when they initiate the action plan generation for each target, then the system should allow them to create and store separate action plans without conflicts or data mixing.
User receives recommendations for additional resources based on the generated action plan.
Given a user has generated an action plan, when they review the resources section, then the system should suggest relevant resources and vendors that align with the action steps outlined in the plan.
Vendor Collaboration Interface
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User Story
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As a sustainability officer, I want to collaborate with our vendors on sustainability initiatives so that we can work together to achieve our waste reduction goals.
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Description
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The Vendor Collaboration Interface facilitates seamless communication and collaboration between users and their vendors regarding sustainability practices and initiatives. This feature allows users to share their sustainability goals, track vendors’ performance against shared targets, and receive insights from vendors on potential improvements. By fostering a partnership approach to sustainability, this feature helps to ensure that all stakeholders are aligned in their efforts to reduce waste and optimize resources, thus enhancing overall operational efficiency and promoting sustainable practices across the supply chain.
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Acceptance Criteria
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User Initiates Vendor Communication for Sustainability Goals
Given a user has logged into the Vendor Collaboration Interface, when they select a vendor and enter their sustainability goals, then the system should successfully send this information to the selected vendor and receive confirmation of receipt.
Tracking Vendor Performance Against Targets
Given that sustainability goals have been shared with a vendor, when the user reviews the vendor's performance metrics, then the system should display the vendor's performance against the targets set, showing any discrepancies with clear visual indicators.
User Receives Insights from Vendors
Given that vendors have been selected and sustainability goals have been communicated, when the vendors respond with suggested improvements, then the system should display these responses in an easily accessible format for the user to review and act upon.
Monitoring Progress of Sustainability Initiatives
Given that a user has set up sustainability initiatives within the tool, when they access the progress tracking dashboard, then the system should show real-time updates on the initiatives’ progress against set milestones and goals.
Stakeholders Collaboration and Messaging
Given that users and vendors are collaborating on sustainability initiatives, when a user sends a message within the Vendor Collaboration Interface, then the message should be delivered to the intended vendor within 2 minutes, with a read receipt feature enabled.
Integration with Analytics Insights
Given that the user is utilizing analytics insights, when they develop sustainability strategies within the Vendor Collaboration Interface, then the system should provide data-driven recommendations based on current analytics to support these strategies.
Setting Realistic Sustainability Goals
Given that a user is creating a new sustainability plan, when they input their goals, then the system should validate these goals against industry benchmarks and provide feedback on their realism and attainability, ensuring they are SMART (Specific, Measurable, Achievable, Relevant, Time-bound).
Impact Reporting Tool
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User Story
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As a hotel manager, I want to generate reports on our sustainability impact so that I can present the results to our board and stakeholders, proving the effectiveness of our initiatives.
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Description
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The Impact Reporting Tool compiles data and generates reports showcasing the environmental impact of the users' sustainability efforts. This feature provides users with insights into the reduction of waste generated, CO2 emissions avoided, and overall resource savings over a defined period. By using customizable templates, users can create reports for internal use or for stakeholders, demonstrating the tangible results of their sustainability initiatives. This transparency supports accountability and provides a basis for further improvement in sustainability strategies.
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Acceptance Criteria
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User generates a sustainability impact report for internal review after implementing the waste reduction strategy.
Given the user has entered data regarding waste reduction initiatives into the Impact Reporting Tool, when they request to generate a report, then the system should compile a report highlighting CO2 emissions avoided, waste generated, and resource savings during the defined period.
A facility manager customizes the reporting template to create a presentation for stakeholders.
Given that the user selects a customizable template from the Impact Reporting Tool, when they modify the report fields and layout, then the system should allow saving these customizations and generate the report accordingly, maintaining all changes.
The user evaluates the effectiveness of their sustainability strategies using the generated impact report.
Given that the user has generated an impact report, when they review the report, then they should see clearly quantified metrics for waste reduction, CO2 emissions avoided, and resource savings, with visual representation through graphs or tables.
The user wants to track the performance of their sustainability initiatives over multiple reporting periods.
Given that the user has generated multiple impact reports over different periods, when they access the comparison feature, then the system should display side-by-side reports allowing the user to analyze performance trends and improvements.
A procurement officer shares the sustainability report with stakeholders for transparency.
Given that the user finalizes the impact report, when they select to share the report, then the system should provide options to download in various formats (PDF, Excel) and email directly to stakeholders with correct formatting intact.
The user needs to ensure data integrity and accuracy before finalizing the impact report.
Given that the user is in the review phase of the impact report generation, when they conduct a data validation check, then the system should highlight any discrepancies or fields requiring review before finalizing.
Sustainability Resource Library
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User Story
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As a facilities manager, I want access to resources and best practices for waste reduction so that I can implement effective sustainability strategies in our operations.
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Description
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The Sustainability Resource Library serves as a comprehensive repository of best practices, tools, and case studies related to waste reduction and sustainability in the hospitality industry. Users can access a collection of educational materials, templates for implementing sustainability strategies, and success stories from other organizations. This resource empowers users to leverage existing knowledge and experiences to refine their own sustainability approaches, thereby enhancing their effectiveness and increasing the likelihood of achieving their waste reduction goals.
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Acceptance Criteria
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Accessing the Sustainability Resource Library through the user dashboard.
Given that the user is logged into the ConsistAI platform, when they navigate to the Sustainability Resource Library section, then they should see a list of available resources categorized by topic.
Searching for specific sustainability practices within the resource library.
Given that the user is on the Sustainability Resource Library page, when they enter a keyword in the search bar, then the system should return relevant resources that contain the search term in less than 3 seconds.
Downloading a resource from the Sustainability Resource Library.
Given that the user has found a resource they want to download, when they click on the download button, then the resource should download successfully and be accessible on their device without errors.
Viewing case studies related to waste reduction.
Given that the user is exploring the Sustainability Resource Library, when they select the case studies category, then they should see at least 5 available case studies with brief summaries.
Tracking user engagement with the resource library.
Given that an admin user is reviewing the analytics dashboard, when they check the resource library metrics, then they should see data on the number of resources accessed and the most downloaded resources within the last month.
Collecting user feedback on the resources provided.
Given that a user has accessed a resource, when they are prompted for feedback, then they should be able to submit a rating and comments which are logged in the system for analysis.
Supplier Rating System
This feature allows users to assign ratings to each supplier based on predefined criteria such as quality, reliability, and pricing. By visualizing supplier performance through ratings, procurement officers can easily identify top performers and those needing improvement. This clarity in supplier evaluation fosters strategic decision-making and encourages suppliers to enhance their service.
Requirements
Supplier Rating Criteria
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User Story
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As a procurement officer, I want a defined set of criteria for rating suppliers so that I can consistently evaluate their performance and make informed decisions about vendor partnerships.
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Description
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The Supplier Rating System will include predefined criteria against which suppliers will be evaluated. These criteria will cover essential aspects such as quality of goods, reliability in delivery, pricing competitiveness, and overall customer service. By establishing a clear framework for assessment, procurement officers can consistently and fairly rate suppliers, leading to improved supplier performance and stronger relationships. This requirement ensures that the evaluation process is standardized and data-driven, contributing to more informed decision-making in procurement strategies.
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Acceptance Criteria
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As a procurement officer evaluating suppliers, I want to use the Supplier Rating System to assess each supplier based on predefined criteria so that I can make informed decisions and improve supplier performance.
Given a list of suppliers and their performance data, when I access the Supplier Rating System, then I should be able to rate each supplier on quality, reliability, pricing, and customer service using a 1-5 scale.
As a procurement officer, I need to visualize the ratings of suppliers through the Supplier Rating System to quickly identify top performers and those needing improvement.
Given the supplier ratings are generated, when I view the supplier performance dashboard, then I should see a clear graphical representation of each supplier's ratings categorized by the four criteria.
As a procurement officer, I want to ensure that the Supplier Rating System allows me to enter comments or feedback for each supplier's rating for better context and future reference.
Given I am grading a supplier, when I submit a rating for the supplier, then I should have the option to provide additional comments that will be saved alongside the rating.
As a procurement officer assessing suppliers, I want to be able to compare the ratings of different suppliers against each other, helping me understand relative performance in categories.
Given multiple suppliers have been rated, when I select the comparison feature in the Supplier Rating System, then I should see a comparative analysis that ranks suppliers against each other based on the predefined criteria.
As a procurement officer, I need to ensure that the Supplier Rating System provides historical data for supplier ratings so that I can track performance trends over time.
Given I have rated suppliers over multiple evaluation periods, when I access the historical data section, then I should be able to see past ratings for each supplier along with any notes or comments associated.
As a procurement officer utilizing the Supplier Rating System, I need to receive alerts for suppliers whose ratings fall below a predetermined threshold to take proactive action.
Given the ratings are monitored continuously, when a supplier's overall rating drops below the threshold set in the system, then I should receive an automated alert notifying me of the supplier's underperformance.
As a procurement officer, I want the ability to adjust the weight of each rating criterion according to its importance to my organization’s procurement strategy.
Given I have access to the Supplier Rating System settings, when I adjust the weighting of criteria, then the system should dynamically recalculate each supplier's overall rating based on the new weights assigned.
Supplier Rating Visualization
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User Story
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As a procurement officer, I want a visual dashboard to display supplier ratings so that I can quickly spot top vendors and areas for improvement, facilitating timely decision-making.
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Description
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This requirement focuses on the development of a visual dashboard that presents supplier ratings and performance metrics in an easily interpretable format. Utilizing graphs, charts, and color-coded systems, the visualization will allow users to quickly identify high-performing suppliers and those requiring improvement. The visual representation simplifies complex data, making it accessible for team discussions and strategic planning sessions, thereby enhancing overall supplier management. This functionality not only aids in immediate procurement decisions but also helps track supplier performance trends over time.
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Acceptance Criteria
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Supplier data visualization for procurement meetings.
Given a user is on the supplier rating dashboard, when they access the visualization tools, then they should see supplier ratings displayed in graphs and charts that accurately represent each supplier's performance metrics such as quality, reliability, and pricing.
Updating supplier ratings in real-time.
Given a user updates a supplier's rating based on recent performance reviews, when they save the changes, then the dashboard should reflect the updated rating immediately without requiring a page refresh.
Filtering suppliers by performance metrics.
Given a user wants to evaluate suppliers by a specific criterion, when they apply filters on the dashboard, then the displayed suppliers should match the selected criterion (e.g., only suppliers rated above 4 stars) and update the visual representation accordingly.
Exporting supplier performance data.
Given a user wants to analyze supplier performance over a period, when they select the 'Export' option from the dashboard, then they should receive a CSV file containing all relevant supplier data and performance metrics for the specified time frame.
Visualization of supplier performance trends over time.
Given a user accesses the supplier rating dashboard, when they select the 'Trends' option, then they should see a time-series graph showing changes in supplier ratings for the past year, including key performance metrics like delivery times and stock quality.
Color coding supplier ratings for quick assessment.
Given a user is viewing the supplier ratings dashboard, when they look at the rating indicators, then the visual representation should use a color-coded system (e.g., green for high performance, red for low performance) for immediate identification of supplier status.
Supplier Feedback Mechanism
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User Story
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As a procurement officer, I want a feedback mechanism to send suppliers their ratings and comments so that they can understand how to improve and enhance our working relationship.
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Description
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Implementing an integrated feedback mechanism will allow procurement officers to gather and analyze supplier feedback based on the ratings they receive. This feature will encourage suppliers to understand their performance from the customer's perspective and will provide procurement officers with valuable insights into vendor interactions. The feedback gathered will serve as the basis for potential supplier improvement programs, assessments during negotiation, and strategy adjustments when selecting suppliers. By fostering open communication, this mechanism enhances the supplier-client relationship and promotes mutual growth.
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Acceptance Criteria
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Supplier Feedback Submission Process
Given a procurement officer is on the ConsistAI platform, when they access the Supplier Feedback Mechanism and select a supplier, then they can input feedback regarding the supplier’s performance using a standardized form, submit it, and receive a confirmation notification.
Supplier Rating Reflection
Given that a procurement officer submits feedback on a supplier, when the feedback is saved, then the supplier's rating automatically updates based on the predefined criteria, reflecting the most current feedback provided.
Feedback Analytics Dashboard
Given that feedback has been collected from multiple procurement officers, when they navigate to the analytics section of the dashboard, then they should see visualized data on supplier performance trends, including average ratings and feedback scores over time.
Review and Edit Feedback
Given that a procurement officer has submitted feedback on a supplier, when they access the feedback form again, then they should have the option to review and edit their initial feedback before finalizing the changes.
Supplier Improvement Notifications
Given that a supplier's rating falls below a specified threshold, when feedback is submitted indicating areas for improvement, then the supplier should receive automated notifications regarding the proposed improvement areas within 24 hours.
Feedback History Access
Given that a procurement officer wants to review previous feedback submissions, when they access the 'Feedback History' section for a supplier, then they should see a chronological list of all feedback entries submitted for that supplier.
Compliance with Feedback Guidelines
Given a procurement officer is creating feedback, when they submit the feedback, then it should comply with established guidelines which prevent the submission of inappropriate or irrelevant comments, ensuring all feedback is constructive and professional.
Supplier Rating History
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User Story
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As a procurement officer, I want to access a historical log of supplier ratings so that I can analyze trends over time and understand how specific changes have impacted supplier performance.
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Description
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This requirement focuses on creating a comprehensive history log of supplier ratings over time. By documenting rating changes and the reasons for adjustments, procurement officers can track supplier performance trends effectively. This historic data will provide context for decision-making, enabling users to see how suppliers have evolved, which factors influenced performance changes, and assist in making long-term strategic procurement decisions. It also assists in maintaining a record that can be referenced for future audits or evaluations in supplier sourcing.
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Acceptance Criteria
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Supplier Rating History Tracking during Quarterly Reviews
Given a procurement officer accesses the Supplier Rating History during quarterly review meetings, when they filter ratings by specific suppliers and timeframes, then the system must display a comprehensive log of historical ratings along with reasons for adjustments in an organized manner.
Supplier Evolution Analysis for Management Reporting
Given a procurement officer generates a report on supplier performance evolution, when they select a supplier and specify a date range, then the system must present a visual graph showing rating changes and related performance notes over that period.
Auditing Supplier Ratings for Compliance Checks
Given an auditor reviews the Supplier Rating History for compliance purposes, when they query specific historical ratings and their justifications, then the system must retrieve and display all relevant records accurately and promptly.
Alert for Significant Rating Changes
Given a procurement officer monitors supplier ratings, when a supplier’s rating changes by more than a predefined threshold (e.g., 1 star), then the system must trigger an automatic notification to the procurement officer detailing the change and reasons.
Comparative Analysis of Suppliers Over Time
Given a procurement officer compares multiple suppliers' ratings, when they select suppliers and a timeframe for comparison, then the system must provide a side-by-side comparison of rating trends and key influencing factors.
User Access Control for Supplier Rating History
Given a user attempts to access the Supplier Rating History, when they are not authorized, then the system must deny access and display an appropriate message indicating restricted permissions.
User Feedback Integration for Supplier Ratings
Given a procurement officer has rated a supplier, when they submit a feedback form about their experience, then the system must log this feedback in conjunction with the supplier's ratings for future reference.
Supplier Incentive Program
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User Story
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As a procurement officer, I want to implement an incentive program for top-rated suppliers so that we can encourage continuous improvement and develop stronger vendor relationships.
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Description
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Develop a feature that allows procurement officers to create and manage incentive programs for high-performing suppliers based on their ratings. This requirement includes setting parameters for incentives, tracking eligibility based on performance metrics, and communicating these incentives clearly to suppliers. By incentivizing suppliers, the platform can encourage improved service levels and foster loyalty, ultimately benefiting the procurement processes. This initiative also strengthens partnerships and drives suppliers to meet or exceed expectations, raising the overall service standard across the supply chain.
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Acceptance Criteria
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Supplier Performance Evaluation and Incentive Assignment for Procurement Officers
Given a procurement officer has rated suppliers based on quality, reliability, and pricing, when they evaluate supplier performance, then they should be able to create and assign incentive programs to suppliers who achieve an average rating above 4 out of 5 using an intuitive interface.
Communication of Incentive Programs to Suppliers
Given that an incentive program has been created for a high-performing supplier, when the program is finalized, then the procurement officer should be able to send a clear communication to the supplier detailing the incentives, eligibility criteria, and performance metrics via the dashboard.
Tracking Supplier Eligibility for Incentives
Given a set of performance metrics defined for each supplier, when a procurement officer reviews the supplier's ratings and performance data, then the system should automatically track and display which suppliers qualify for each incentive program based on their latest ratings.
Modification of Existing Incentive Programs
Given that a procurement officer needs to adjust an existing incentive program, when they access the incentive management tool, then they should be able to modify parameters such as performance thresholds and incentive types and save these changes successfully.
Reporting on Supplier Performance and Incentive Impact
Given that incentive programs have been in place for three months, when the procurement officer generates a report, then the report should display supplier performance trends and the impact of the incentive programs on supplier ratings and service levels.
User Feedback on Incentive Program Effectiveness
Given that the incentive programs have been active for a predefined period, when the procurement officer surveys the participating suppliers for feedback, then the system should allow the procurement officer to collect and analyze feedback regarding the perceived value and effectiveness of the incentive programs.
Performance Trend Analysis
A tool that provides historical performance trends for suppliers over specific timeframes. By analyzing metrics such as consistency in delivery times and quality, users gain insights into supplier reliability. This feature empowers procurement officers to make data-driven decisions regarding vendor continuity or necessary adjustments, ensuring that their supply chain remains optimal.
Requirements
Supplier Performance Dashboard
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User Story
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As a procurement officer, I want to view a dashboard that displays historical performance data of our suppliers, so that I can make informed decisions about vendor relationships and improvements.
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Description
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The Supplier Performance Dashboard allows users to visualize historical performance data of suppliers across various metrics, such as delivery times, product quality, and fulfillment rates. This feature provides users with an easy-to-understand interface that highlights trends and outliers, enabling procurement officers to quickly assess the overall reliability and performance of their suppliers. By integrating with existing data sources, the dashboard streamlines the review process and ensures that decision-makers have access to the most current and relevant information. This functionality ultimately aids in optimizing supplier relationships and enhances overall supply chain management.
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Acceptance Criteria
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Supplier Performance Monitoring During Procurement Meeting
Given a procurement officer is logged into the Supplier Performance Dashboard, when they select a supplier from the list, then they must see performance metrics including delivery times, quality ratings, and fulfillment rates for the past 12 months.
Historical Performance Analysis Over Timeframes
Given a procurement officer views the Supplier Performance Dashboard, when they filter performance data by a specified timeframe (e.g., last quarter), then the dashboard must display accurate historical data relevant to that timeframe.
Identification of Performance Trends and Outliers
Given a procurement officer is using the Supplier Performance Dashboard, when viewing the performance trends graph, then they should be able to identify trends and outliers through visual indicators such as color-coded metrics.
Integration with External Data Sources
Given the Supplier Performance Dashboard, when data is imported from external sources, then the relevant supplier metrics must update in real-time without errors, reflecting any changes in performance.
Enhanced User Interface for Performance Insights
Given a procurement officer accesses the Supplier Performance Dashboard, when they utilize the dashboard features, then they should find the user interface intuitive and user-friendly, requiring no more than two clicks to access critical performance insights.
Exporting Supplier Performance Reports
Given a procurement officer is analyzing supplier performance, when they select the export option on the Supplier Performance Dashboard, then they must receive a downloadable report in CSV format containing all selected data.
Alerts for Significant Performance Changes
Given the Supplier Performance Dashboard, when a supplier's performance metrics drop below a specified threshold, then the procurement officer must receive an automated alert via email or dashboard notification.
Automated Performance Alerts
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User Story
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As a procurement officer, I want to receive automated alerts when a supplier's performance falls below acceptable standards, so that I can address issues before they impact our operations.
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Description
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Automated Performance Alerts will notify procurement officers of any significant deviations in supplier performance metrics. For instance, if a supplier’s delivery time exceeds established thresholds or if product quality ratings drop unexpectedly, the system will automatically generate alerts. This feature ensures that procurement staff can respond proactively to potential issues, minimizing disruptions in the supply chain. Automated alerts will be configurable to meet the unique needs of various users, promoting tailored monitoring based on specific supplier metrics and business objectives.
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Acceptance Criteria
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Automated alerts for delivery time deviations.
Given a supplier’s established delivery time threshold, when the delivery time exceeds this threshold, then an alert should be generated and sent to the relevant procurement officers.
Automated alerts for quality rating drops.
Given a supplier's quality rating threshold, when the quality rating falls below this threshold, then an alert should be automatically triggered for procurement officers.
Configurability of alert settings.
Given a procurement officer's preferences, when they configure the alert settings for their specific suppliers, then the system should successfully save these configurations and apply them to future alerts.
Real-time alert notifications.
Given an active alert condition, when the condition is met, then the system should send real-time notifications via email and dashboard alerts to the procurement officer.
Historical performance tracking of alerts.
Given a procurement officer’s request, when they view performance metrics over a specific timeframe, then the system should provide historical data on past alerts and supplier performance.
User role-based access to alerts.
Given different user roles in the procurement team, when an alert is generated, then only authorized users should receive notifications based on their access rights.
Integration with supplier performance dashboard.
Given that automated performance alerts are triggered, when a procurement officer accesses the supplier performance dashboard, they should see corresponding performance metrics alongside the alerts.
Historical Data Export Capability
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User Story
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As a procurement officer, I want to export historical supplier performance data in different formats, so that I can share it with my team and present insights during stakeholder meetings.
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Description
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The Historical Data Export Capability will allow users to extract performance trend data from the platform in various formats (e.g., CSV, Excel, PDF). This feature is important for users who need to share insights with stakeholders or integrate performance data into their planning and analysis workflows. By providing several export options, the platform enhances flexibility for users to utilize the data as needed for reports, presentations, or meetings, aiding strategic decision-making at higher levels of the organization.
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Acceptance Criteria
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Export Historical Performance Data in CSV format
Given that a user is logged into the ConsistAI platform, When they select the 'Export Performance Data' option and choose CSV format, Then the system generates a downloadable CSV file containing all relevant performance trend data for the selected timeframe without errors.
Export Historical Performance Data in Excel format
Given that a user is logged into the ConsistAI platform, When they select the 'Export Performance Data' option and choose Excel format, Then the system generates a downloadable Excel file containing all relevant performance trend data for the selected timeframe without errors.
Export Historical Performance Data in PDF format
Given that a user is logged into the ConsistAI platform, When they select the 'Export Performance Data' option and choose PDF format, Then the system generates a downloadable PDF file containing all relevant performance trend data for the selected timeframe without errors.
Ensure data accuracy in exported files
Given that a user exports performance data in any format, When they open the exported file, Then the exported data must match the performance trend data displayed on the platform within the specified timeframe, ensuring 100% data accuracy.
Export performance trends for specific date ranges
Given that a user is logged into the ConsistAI platform, When they specify a date range and select the 'Export Performance Data' option, Then the system must only include performance data within the specified date range in the exported file.
User-friendly interface for data export options
Given that a user is on the export feature page, When they view the layout and options for exporting data, Then the export options must be clearly labeled and easy to use, with tooltips or help text available for guidance.
Notifications upon successful data export
Given that a user has successfully exported performance data, When the export process is complete, Then the system displays a confirmation notification indicating that the export was successful and provides a link to download the file.
Customizable Performance Metrics
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User Story
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As a procurement officer, I want to customize the performance metrics displayed in the dashboard, so that I can focus on the data that matters most to my organization.
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Description
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Customizable Performance Metrics will enable users to define and track specific metrics that are crucial for their procurement strategy. This feature allows users to tailor the performance analysis to their unique business needs by selecting which metrics to display, such as lead time, cost efficiency, and adherence to contracts. Providing this level of customization ensures that the tool is relevant to a wide range of use cases and strategic objectives, facilitating a more personalized and impactful analysis of supplier performance.
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Acceptance Criteria
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User Customization of Performance Metrics
Given the user has access to the customizable performance metrics feature, when they select specific metrics to track such as lead time, cost efficiency, and adherence to contracts, then those metrics should be displayed on the dashboard and saved for future sessions without data loss.
Saving Customized Metrics Preferences
Given the user has customized their performance metrics, when they save their preferences and log out, then upon logging back in, the previously selected metrics should be displayed without requiring additional setup.
Performance Metrics Data Accuracy
Given the user has selected metrics for performance analysis, when they view the historical data for those metrics, then the data displayed should accurately reflect the underlying database values and be up-to-date to the last transaction.
Metrics Integration with Vendor Performance Data
Given a user is analyzing supplier performance, when they apply customized metrics, then the system should dynamically update and reflect the performance data based on selected metrics without any manual intervention.
User Feedback on Custom Metrics Usability
Given that users are using the customizable performance metrics feature, when they provide feedback on ease of use and effectiveness, then at least 80% of feedback should indicate that the customization process is intuitive and meets their needs.
Access Control for Custom Metrics
Given that different roles exist in the system, when a user with restricted permissions attempts to customize performance metrics, then they should receive an appropriate error message indicating insufficient permissions to alter metrics settings.
Documentation Accessibility for Custom Metrics
Given the implementation of customizable performance metrics, when users access the help section regarding this feature, then comprehensive documentation should be available, including examples and troubleshooting tips.
Cost Comparison Tool
This feature enables users to compare costs from multiple suppliers side by side. By highlighting variations in pricing for similar products, procurement officers can identify cost-saving opportunities while ensuring quality remains intact. This comparative analysis leads to more informed purchasing decisions, ultimately contributing to reduced operational costs.
Requirements
Real-time Cost Comparison
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User Story
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As a procurement officer, I want to compare prices from various suppliers in real time so that I can identify the best deals and save costs without sacrificing quality.
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Description
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The Cost Comparison Tool must provide real-time comparisons of costs from multiple suppliers, allowing users to analyze pricing data as it changes. This functionality will enable procurement officers to instantly assess cost variations for identical products across different vendors, ensuring they can make informed purchasing decisions based on the latest available data. The integration of this tool into the ConsistAI platform will allow users to easily switch between different suppliers, view historical pricing trends, and understand the financial implications of their purchases, ultimately leading to reduced operational costs and enhanced budget management.
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Acceptance Criteria
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Real-time Cost Comparison for Identical Products from Multiple Suppliers
Given a procurement officer logged into ConsistAI, when they access the Cost Comparison Tool and select an identical product from multiple suppliers, then the system must display real-time pricing data for each supplier side by side.
Historical Pricing Trend Analysis
Given a user is utilizing the Cost Comparison Tool, when they select a product and view historical pricing data, then the tool must display a graph of pricing trends over the past six months for all selected suppliers.
Switching Between Suppliers
Given a procurement officer is viewing the cost comparison for a selected product, when they click on a supplier's name, then the tool must seamlessly update the displayed pricing data without any delay or errors.
Notification of Price Changes
Given a user is tracking prices for specific products, when a price change occurs for those products, then the system must notify the user via an alert in the dashboard.
Cost Saving Opportunities Identification
Given a procurement officer is analyzing costs using the Cost Comparison Tool, when they compare prices, then the system must highlight at least three cost-saving opportunities based on predetermined thresholds of pricing variations.
User Accessibility and Data Visualization
Given a user with varying levels of data literacy, when they access the Cost Comparison Tool, then the interface must provide clear visualizations showing price differences and trends that are easily understandable by all users.
Supplier Rating System
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User Story
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As a procurement officer, I want to rate and read reviews about suppliers so that I can choose the most reliable vendors for my purchasing decisions.
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Description
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The feature will include a built-in rating system that allows users to evaluate suppliers based on various criteria like pricing, delivery time, product quality, and customer service. This requirement aims to enhance the Cost Comparison Tool's functionality by not only presenting prices but also providing qualitative insights into supplier performance. Users will be able to view detailed ratings and reviews for each supplier, which will help them make more informed decisions when choosing where to procure goods. The Supplier Rating System will thus foster accountability and competition among suppliers, leading to improved service quality and cost-effectiveness.
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Acceptance Criteria
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User evaluates multiple suppliers for a specific product using the Cost Comparison Tool, utilizing the Supplier Rating System to assess the quality of each supplier based on various performance metrics.
Given that the user has selected multiple suppliers for a specific product, when they access the Supplier Rating System, then they should see a rating score for each supplier based on pricing, delivery time, product quality, and customer service.
User is comparing suppliers for a high-demand product during peak season to ensure efficient procurement while minimizing costs and ensuring quality.
Given that the user is in the Cost Comparison Tool, when they input the product and view suppliers, then the Supplier Rating System should display a side-by-side comparison of supplier ratings and reviews for each supplier.
User wants to make an informed decision on a new supplier for a key product and relies on the Supplier Rating System to analyze supplier performance over the last year.
Given that the user is evaluating a new supplier, when they access the Supplier Rating System, then they should be able to see a history of ratings and reviews for that supplier over the past year.
User has identified a supplier with consistently high ratings but is concerned about delivery times during critical periods.
Given that the user has selected a supplier with high ratings, when they review the Supplier Rating System, then they should see detailed comments specifically addressing delivery time performance from past users.
User wants to ensure the sustainability practices of suppliers and uses the Supplier Rating System as part of their decision-making process.
Given that the user is using the Supplier Rating System for procurement, when they evaluate suppliers, then they should see an option to filter ratings based on sustainability criteria.
User notices a discrepancy in supplier ratings and needs to verify the authenticity of the feedback provided in the Supplier Rating System.
Given that the user selects a specific supplier in the Supplier Rating System, when they view the feedback section, then they should see a verification badge or note next to ratings that are officially verified by ConsistAI.
Product Eligibility Filter
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User Story
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As a procurement officer, I want to filter products based on budget and sustainability criteria so that I can ensure my purchases align with our company policies and reduce waste.
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Description
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This feature allows users to filter products based on specific eligibility criteria such as budget limits, sustainability standards, or preferred vendor contracts. By enabling advanced filtering options, procurement officers can streamline their search for cost-effective products that meet their organization's standards and policies. This functionality also assists users in tailoring their procurement strategies to align with specific operational goals, thereby optimizing budget allocation and reducing waste. The Product Eligibility Filter will be integrated seamlessly into the Cost Comparison Tool, ensuring users can efficiently narrow down their options and focus on the most suitable choices.
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Acceptance Criteria
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Product Eligibility Filter allows users to input budget constraints for procurement decisions.
Given the user accesses the Cost Comparison Tool, when they set a budget limit for products, then only products within the specified budget should be displayed.
Users are able to filter products based on sustainability standards in the Product Eligibility Filter.
Given the user selects sustainability criteria while using the filter in the Cost Comparison Tool, when they apply these criteria, then only products meeting the specified sustainability standards should be shown in the comparison results.
The Product Eligibility Filter integrates successfully with existing vendor contracts to streamline product selection.
Given that a user has active vendor contracts, when they apply the Product Eligibility Filter, then the tool should only display products from the approved vendors in the comparison results.
Users can reset and modify their filter selections without having to navigate away from the Cost Comparison Tool.
Given the user has applied multiple filters, when they click on 'Reset Filters', then all filter criteria should be cleared and the original product list should be restored without any page refresh.
The Product Eligibility Filter should maintain user preferences for filtering options across sessions.
Given the user sets specific filter preferences, when they return to the Cost Comparison Tool, then their previous filter selections should be automatically applied, ensuring continuity in procurement processes.
It is essential that the filter provides visual feedback on the number of products filtered after each adjustment.
Given the user applies or adjusts a filter within the Product Eligibility Filter, when they make such changes, then the tool should display the total number of products remaining that match the current filter settings.
The Product Eligibility Filter must provide a user-friendly interface to enhance accessibility.
Given a user interacts with the filter, when they attempt to utilize the filtering options, then all controls must be intuitive, clearly labeled, and designed to be accessible according to WCAG 2.1 standards.
Historical Pricing Data Access
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User Story
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As a procurement officer, I want access to historical pricing data for products so that I can make more strategic purchasing decisions and negotiate better prices.
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Description
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The Cost Comparison Tool should include a functionality that allows users to access historical pricing data for products. By having insight into past pricing trends, procurement officers can make better-informed decisions regarding future purchases and negotiations with suppliers. This feature will highlight price fluctuations over time, helping users to determine the best times to purchase certain products, and potentially negotiate better rates based on historical evidence. Integrating this data into the tool will provide a valuable resource for budgeting and strategic planning, ultimately leading to smarter purchasing decisions.
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Acceptance Criteria
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Procurement officers need to analyze historical pricing trends to decide when to purchase specific ingredients for their restaurant menu during a quarterly budgeting session.
Given the user has selected a product, when they choose to view historical pricing data, then the system displays accurate pricing trends over the past 12 months.
A procurement officer is preparing for a negotiation with a supplier and wants to review past pricing information to leverage during discussions.
Given the user accesses the historical pricing data for a product, when they view the data, then the system shows price fluctuations clearly marked by date and price point for the last 24 months.
Facility managers want to forecast future purchasing needs based on previous buying patterns and historical prices.
Given the user selects a range of products, when the historical pricing data is analyzed, then the system generates a report summarizing average price changes and recommended purchasing timelines.
A user logs into the ConsistAI platform and wishes to compare historical pricing of several similar products from different suppliers at once.
Given the user selects multiple products, when they request historical data, then the system displays a comparative analysis of pricing changes side by side for easy review.
During an operational review meeting, a team of procurement officers wants to prepare a presentation on historical pricing data to recommend future purchasing strategies.
Given the historical pricing data is available, when the user exports the data, then the output file must contain charts and graphs reflecting pricing trends over the selected timeframe.
A procurement officer needs to quickly determine if a current supplier’s price is competitive compared to historical prices from other suppliers.
Given a product is selected, when the historical pricing feature is accessed, then the system provides a clear comparison between the current supplier's price and the average price from historical data across other suppliers.
The system needs to inform users about seasonal variations in pricing to aid in strategic planning for product purchases.
Given the user is viewing historical pricing data, when the seasonal trends are identified, then the system highlights the months with significantly higher or lower prices for each product.
Automated Feedback Loop
An automated system that collects feedback from users regarding suppliers directly through the dashboard. This feature not only allows staff to voice their experiences but also aids in building a continuous improvement culture within the supply chain. The insights gathered can inform vendors of potential areas for enhancement, fostering stronger partnerships.
Requirements
Feedback Collection System
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User Story
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As a facility manager, I want to collect feedback on suppliers so that I can communicate staff experiences and encourage supplier improvements for better service quality.
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Description
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The Feedback Collection System is designed to enable staff members to provide direct feedback regarding suppliers through a user-friendly interface on the dashboard. This system will aggregate insights and suggestions from users, allowing for an efficient compilation of data that vendors can utilize for improvement. The main functionality includes customizable feedback forms, real-time data aggregation, and analytics, which will help create a robust feedback mechanism that enhances supplier performance and fosters a culture of continuous improvement. Integration with the existing dashboard will ensure that the insights are seamlessly presented and actionable, ultimately elevating the quality of service through enhanced supplier partnerships.
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Acceptance Criteria
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User submits feedback on a supplier directly through the dashboard interface after a recent procurement experience.
Given the user is logged into the dashboard, when they fill out and submit the feedback form regarding a supplier, then the system should successfully store the feedback and display a confirmation message to the user.
The feedback collection system aggregates and presents feedback data on the dashboard in real-time for analysis.
Given that multiple users have submitted feedback, when the dashboard is refreshed, then the aggregated feedback analytics should reflect the most recent submissions in real-time.
The system allows customization of feedback forms to gather specific types of information from users.
Given that an admin is setting up the feedback collection system, when they customize the feedback form, then the changes should be saved successfully and reflected in the user interface for those submitting feedback.
Users can easily access the feedback collection system from the main dashboard.
Given a user is on the dashboard, when they click on the feedback collection link, then they should be navigated to the feedback form without any errors or delays.
The collected feedback data is easily exportable for vendor analysis.
Given the aggregated feedback data is available, when the admin selects the export option, then the system should generate a downloadable file (e.g., CSV) containing all relevant feedback data.
There is an option for users to provide additional comments or suggestions openly in the feedback form.
Given the user is filling out the feedback form, when they choose to add optional comments, then those comments should be submitted along with the structured feedback and stored in the database.
Vendors receive alerts when specific feedback is submitted that requires immediate attention.
Given a specific condition is met (e.g., negative feedback rating), when feedback is submitted, then an email notification should be sent to the relevant vendor highlighting the feedback received.
Supplier Performance Dashboard
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User Story
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As a procurement officer, I want to view supplier performance metrics so that I can make informed decisions about our vendor partnerships and improvements.
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Description
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The Supplier Performance Dashboard will provide a visual representation of supplier feedback, highlighting performance metrics based on aggregated user insights. This dashboard would include key performance indicators such as responsiveness, quality, and general satisfaction levels. The integration of this functionality within the existing ConsistAI platform will allow procurement officers to monitor supplier performance in real-time and make data-driven decisions when choosing or renegotiating contracts. This feature aims to enhance transparency between procurement teams and suppliers, ensuring that both parties are aligned on performance expectations and improvements.
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Acceptance Criteria
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Supplier Performance Data Visualization
Given a procurement officer is logged into ConsistAI, when they navigate to the Supplier Performance Dashboard, then they should see a clear visual representation of supplier performance metrics, including responsiveness, quality, and satisfaction levels, based on aggregated user feedback.
Real-Time Supplier Performance Updates
Given user feedback has been collected, when a procurement officer accesses the Supplier Performance Dashboard, then they should see real-time updates reflecting the most recent supplier performance data without having to refresh the page.
Supplier Engagement with Feedback
Given feedback is displayed on the Supplier Performance Dashboard, when a procurement officer views the performance metrics, then there should be an option available for them to send feedback directly to suppliers through the dashboard interface.
Performance Comparison Across Suppliers
Given multiple suppliers are being evaluated, when a procurement officer selects two or more suppliers on the dashboard, then they should see a comparative analysis of performance metrics side by side, highlighting areas of strength and improvement.
Historical Performance Trends Analysis
Given a procurement officer wants to assess supplier trends over time, when they access the Supplier Performance Dashboard, then they should be able to view historical performance data over selected timeframes (e.g., last month, last quarter) for better decision-making.
User Feedback Submission and Acknowledgment
Given a staff member wants to provide feedback about a supplier, when they submit their feedback through the dashboard, then they should receive an acknowledgment confirmation that their feedback has been successfully recorded.
Dashboard Accessibility and Usability Testing
Given that the Supplier Performance Dashboard is being utilized by various stakeholders, when users engage with the dashboard, then user satisfaction surveys should indicate at least 85% ease of use and accessibility for all roles involved.
Automated Feedback Notifications
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User Story
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As a team member, I want to receive reminders to provide feedback about our suppliers regularly so that I can ensure my voice is heard and contribute to continuous improvement.
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Description
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Automated Feedback Notifications will be implemented to remind and encourage staff to provide their feedback on suppliers periodically, ensuring that input is consistently gathered. This feature will send automated prompts through the dashboard or via email, personalized to each user based on their supplier interactions. The purpose is to increase participation rates in providing feedback by simplifying the engagement process, thereby enriching the feedback data pool. The effectiveness of this feature lies in its ability to regularly capture insights without burdening staff, promoting an ongoing dialogue about supplier performance.
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Acceptance Criteria
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Staff receives automated feedback notifications based on their supplier interactions within the dashboard.
Given a staff member interacts with a supplier, When the scheduled feedback prompt is triggered, Then the staff member receives a personalized notification on the dashboard and via email reminding them to provide feedback on the supplier.
The system sends reminders for feedback at predefined intervals to ensure timely responses from users.
Given feedback reminders are set to a bi-weekly schedule, When the date for a reminder is reached, Then the system sends an automated email and dashboard notification to all relevant staff members regarding the feedback request.
Users can easily submit feedback through the notification interface without any complications.
Given a user clicks on the feedback notification, When they are directed to the feedback submission page, Then the user can quickly and easily provide feedback with no more than three steps to completion.
The feedback notification system can be monitored for participation rates to assess effectiveness.
Given feedback submission requests have been sent, When the participation data is reviewed, Then at least 75% of contacted staff must have submitted feedback within the quarter following the implementation of notifications.
The feedback notifications are customizable based on user roles and supplier interactions.
Given a staff member's profile is updated, When they interact with new suppliers, Then the system generates tailored notifications reflecting their interactions, specific to their role and responsibilities.
The automated feedback notifications do not disrupt the ongoing operations or overwhelm the users.
Given feedback notifications are scheduled, When staff receives notifications, Then the frequency and timing of notifications must be optimized to ensure they do not exceed once per week per user, keeping engagement manageable.
The system tracks and logs all feedback submissions provided by users for future analysis.
Given feedback has been submitted, When the data is retrieved, Then all feedback entries must be accurately logged in the system, accessible for review by the management for performance assessment.
Feedback Analysis Tool
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User Story
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As a procurement manager, I want an analysis tool to process supplier feedback automatically so that I can quickly identify areas for improvement and make data-driven decisions.
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Description
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The Feedback Analysis Tool will employ machine learning algorithms to analyze and interpret the collected feedback data, identifying trends and areas requiring attention. This feature will help transform raw feedback into actionable insights by categorizing sentiments and key issues that staff members report. The integration of this tool into the ConsistAI platform allows for significant time savings in manual data analysis and provides procurement and facility managers with rich informational reports to inform strategic decisions regarding suppliers. This system will ultimately facilitate more proactive management of supplier relationships.
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Acceptance Criteria
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User accesses the Feedback Analysis Tool from the ConsistAI dashboard to review the latest supplier feedback collected over the past month.
Given the user is logged into the ConsistAI dashboard, When they select 'Feedback Analysis Tool', Then the system displays the feedback data sorted by supplier along with sentiment categories and trends over the past month.
A user identifies a recurring issue reported in supplier feedback and wants to generate a report to address the concern.
Given the user is viewing the feedback analysis, When they click on a specific issue, Then the system allows them to generate a report summarizing the feedback, including statistics on affected users and possible solutions.
The procurement manager receives an alert about a significant shift in sentiment for a particular supplier based on the analysis tool's findings.
Given the data analysis from the Feedback Analysis Tool, When a significant sentiment shift is detected, Then the system generates an automatic alert and sends it to the procurement manager's email with detailed insights.
Staff members want to input new feedback regarding a supplier directly through the dashboard.
Given the staff member is navigating the dashboard, When they select 'Provide Feedback', Then they can successfully enter their comments and rate the supplier on a scale of 1 to 5, and the feedback is stored in the system.
The facility manager wants to track improvement trends of suppliers over time based on collected feedback.
Given the facility manager accesses the long-term feedback analysis, When they view the historical data, Then they see a graphical representation of sentiment trends and improvements for each supplier over time.
Admin users handle maintenance or any changes within the Feedback Analysis Tool's configuration settings to better align with business needs.
Given admin access, When changes are made to the configuration settings of the Feedback Analysis Tool, Then these changes must be saved successfully and reflect immediately in the user interface without errors.
The system completes an analysis of the most recent feedback collection cycle and categorizes the data for review.
Given that a new round of feedback has been submitted, When the system processes this feedback, Then it categorizes at least 90% of the feedback correctly according to the predefined sentiment categories.
Feedback Report Generation
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User Story
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As a facility manager, I want to generate reports on supplier feedback so that I can have documented discussions during supplier review meetings.
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Description
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Feedback Report Generation will provide the ability to automatically generate comprehensive reports summarizing the feedback received on suppliers over a specified timeframe. These reports will highlight performance trends, problem areas, and suggestions for improvement, simplifying the reporting process for facility managers and procurement officers. This functionality will enhance communication with suppliers during review meetings and allow teams to present data-driven narratives about performance. The capability to schedule these reports for regular intervals will further streamline the process and promote accountability and transparency.
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Acceptance Criteria
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Feedback Report Generation during Monthly Review Meetings
Given the user specifies the timeframe for the feedback, when the report is generated, then it should include all feedback received during that period, highlighting key performance trends and areas for improvement.
Automated Scheduling of Feedback Reports
Given the user sets a schedule for feedback report generation, when the scheduled time arrives, then the system should automatically generate and email the report to designated stakeholders without user intervention.
Customizable Feedback Report Variables
Given the user wants to generate a report with specific criteria, when they select variables such as supplier name, feedback rating, and date range, then the report should reflect only the selected criteria in the generated document.
Real-time Dashboard Availability of Feedback Reports
Given that a feedback report has been generated, when a user accesses the dashboard, then the report should be available for download or viewing within 5 minutes of generation.
User Access and Permission Management for Feedback Reports
Given that multiple roles exist within the organization, when a user attempts to access a feedback report, then the system should ensure that role-based permissions are applied, restricting access as per user roles.
Historical Comparison of Feedback Reports
Given that the user generates feedback reports for multiple timeframes, when comparing these reports, then the system should visually highlight differences in trends and performance indicators over the selected periods.
Exporting Feedback Reports in Various Formats
Given that a feedback report has been generated, when the user chooses to export the report, then it should be available in at least three formats (PDF, Excel, and CSV) for user convenience.
Enhanced Supplier Communication Portal
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User Story
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As a supplier, I want to access the feedback from staff on my performance so that I can understand their needs better and improve my services accordingly.
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Description
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The Enhanced Supplier Communication Portal will serve as a dedicated channel where suppliers can access feedback reports, performance metrics, and improvement suggestions provided by staff. This portal will facilitate direct communication between staff and vendors, enabling suppliers to ask clarifying questions or provide responses to particular feedback points. The goal of this feature is to foster better collaboration and understanding between the suppliers and the team, driving engagement and responsiveness from vendors, and supporting an environment of shared responsibility for performance improvements.
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Acceptance Criteria
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User access to the Enhanced Supplier Communication Portal for feedback review and engagement.
Given a supplier with valid credentials, when they log in to the portal, then they should see the latest feedback reports and performance metrics relevant to their services.
Suppliers can respond to feedback through the Enhanced Supplier Communication Portal.
Given a supplier viewing their feedback report, when they click on a specific feedback point, then they should be able to enter a response and submit it for review.
Continuous improvement suggestions are accessible within the portal interface.
Given a logged-in supplier, when they navigate to the improvement suggestions section, then they should see a list of suggestions categorized by performance area.
Real-time notifications for suppliers on feedback updates.
Given a supplier subscribed to feedback notifications, when a new feedback report is generated, then they should receive an email notification with a summary of the report.
Staff can track supplier responsiveness to feedback.
Given a staff member reviewing supplier performance, when they view the supplier's communication history, then they should see timestamps and statuses of all responses made by the supplier.
Security measures for data protection in the portal.
Given a supplier accessing the portal, when they enter their credentials, then their sensitive data should be encrypted and accessible only to authorized users.
Supplier Engagement Metrics
A set of metrics that tracks interactions with suppliers, including communication frequency, responsiveness, and issue resolution times. This feature helps procurement officers assess the overall relationship quality with each vendor. Understanding engagement levels ensures that users can maintain open lines of communication, preemptively addressing issues and strengthening partnerships.
Requirements
Supplier Communication Tracking
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User Story
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As a procurement officer, I want to track all communications with suppliers so that I can assess responsiveness and improve my engagement strategies.
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Description
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This requirement involves implementing a system that records and tracks all communications with suppliers, including email interactions, phone calls, and meeting notes. The functionality will enable procurement officers to efficiently access historical data about supplier communications, assess responsiveness, and identify any patterns or trends related to interaction frequencies. The integration of this tracking with the Supplier Engagement Metrics feature will provide valuable insights into relationship dynamics, facilitate proactive issue management, and ultimately strengthen partnerships with key suppliers.
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Acceptance Criteria
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As a procurement officer, I want to log a new communication with a supplier after a meeting, so I can maintain accurate records of all interactions.
Given I have completed a meeting with a supplier, when I input the meeting details into the communication tracking system, then the system should store the communication record with the correct timestamp and details accessible for future reference.
As a procurement officer, I want to view a summary of all communications with a specific supplier, so I can assess their responsiveness and the quality of our relationship.
Given I select a supplier from the supplier list, when I request to view communication history, then the system should display a chronological list of all interactions including dates, types, and summaries of each communication.
As a procurement officer, I want to analyze communication frequency with suppliers over the past three months, to identify trends in supplier responsiveness and interaction patterns.
Given I access the Supplier Engagement Metrics feature, when I generate a report for communication frequency, then the system should provide a visual representation of interactions segmented by weeks and highlight any significant fluctuations in communication levels.
As a procurement officer, I want to ensure that responses from suppliers to my inquiries are logged in the system, to evaluate their promptness and reliability.
Given I send an inquiry to a supplier, when the supplier responds, then the system should automatically log the response alongside the original inquiry, complete with timestamps for both interactions.
As a procurement officer, I want to be notified for any communications that have not received a response within a defined period, to ensure timely follow-up with suppliers.
Given I set a response timeframe for supplier inquiries, when a supplier fails to respond within that timeframe, then the system should automatically send me a notification to remind me to follow up.
As a procurement officer, I want to track resolution times for issues raised with suppliers, to improve the efficiency of supplier interactions.
Given I record an issue with a supplier, when that issue is marked as resolved, then the system should calculate and display the number of days taken to resolve the issue, allowing for performance analysis of suppliers.
Issue Resolution Time Tracking
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User Story
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As a procurement officer, I want to track the time taken to resolve supplier issues so that I can identify performance gaps and choose the best vendors.
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Description
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This requirement focuses on developing metrics that accurately measure the time taken to resolve issues raised with suppliers. It will involve implementing a system to log issues, categorize them, and track the duration from the initial report to resolution. This functionality is essential for understanding supplier performance, enabling procurement officers to identify vendors that may consistently underperform or fail to address problems promptly. By integrating this data into the overall Supplier Engagement Metrics, users can make informed decisions about supplier selection and relationship management.
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Acceptance Criteria
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Tracking Issue Resolution Times for Supplier Performance Evaluation
Given a logged issue with a supplier, When the issue is resolved, Then the system must automatically record the duration from the report to resolution, allowing procurement officers to generate reports on vendor performance over time.
Categorization of Issues for Detailed Analysis
Given a new issue logged with a supplier, When it is categorized based on predefined types, Then the system should enable filtering of issues by category to help analyze trends and supplier responsiveness.
Visualizing Issue Resolution Times on the Dashboard
Given the logged issue resolution times, When users access the supplier engagement dashboard, Then it should display a visual representation of the average resolution time for each supplier, facilitating quick assessment of supplier performance.
Integration of Resolution Times into Overall Supplier Engagement Metrics
Given the resolution times of issues logged, When generating supplier engagement metrics, Then the system must include average issue resolution time as a key metric for assessing supplier relations.
Alerts for Suppliers with High Issue Resolution Times
Given the recorded issue resolution times, When a supplier's average resolution time exceeds a defined threshold, Then the system should automatically alert procurement officers to address potential issues with the supplier relationship.
User Access Control for Issue Logging and Tracking
Given different user roles in the system, When permissions are set for issue logging, Then only users with the appropriate role should be able to log or access resolution time data for suppliers.
Engagement Frequency Dashboard
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User Story
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As a procurement officer, I want to visualize my communication frequency with suppliers so that I can manage relationships more effectively.
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Description
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This requirement entails creating a visual dashboard that displays the frequency of interactions with each supplier. The dashboard should provide real-time analytics and allow procurement officers to filter data by supplier, time period, and type of interaction. This will enable easy access to engagement metrics and provide insights into how regularly suppliers are contacted. By centralizing this information, users can better manage their supplier relationships, ensure open lines of communication, and proactively address potential issues before they escalate.
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Acceptance Criteria
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Supplier Engagement Frequency Analytics for Procurement Officers
Given a procurement officer is logged into ConsistAI, when they navigate to the Engagement Frequency Dashboard, then they can view a graphical representation of supplier contact frequency for the selected time period and supplier.
Real-Time Data Filtering for Supplier Engagement
Given a procurement officer is viewing the Engagement Frequency Dashboard, when they apply filters for a specific supplier and time period, then the dashboard updates to display only the relevant engagement metrics for those parameters.
Communication Frequency Overview for Vendor Management
Given a procurement officer has accessed the Engagement Frequency Dashboard, when they select a supplier, then they can see a breakdown of communication frequency categorized by interaction type (email, call, meeting, etc.).
Issue Resolution Time Tracking on Engagement Dashboard
Given a procurement officer is utilizing the Engagement Frequency Dashboard, when they review interactions with a specific supplier, then they are able to see the average issue resolution time displayed alongside interaction frequency metrics.
Engagement Metrics Historical Trend Analysis
Given a procurement officer wants to analyze supplier engagement over time, when they view the Engagement Frequency Dashboard, then they can see historical trends of engagement metrics for selected suppliers over the past months.
User Notifications for Low Engagement Levels
Given a procurement officer is using ConsistAI, when the system detects a decline in communication frequency with a supplier below a predefined threshold, then the user receives an automated notification alerting them to reassess the engagement.
Performance Benchmarking Against Industry Standards
Given a procurement officer is reviewing their supplier engagement metrics, when they access the comparison tool on the Engagement Frequency Dashboard, then they can see how their engagement levels measure against industry standards and best practices.
Customizable Reporting
This feature provides users with the ability to generate tailored reports on supplier performance. Users can customize parameters such as time frames, product categories, and performance indicators according to their specific needs. By delivering focused insights, the customizable reports facilitate in-depth analyses and strategic planning for procurement.
Requirements
Dynamic Report Customization
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User Story
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As a procurement officer, I want to customize reports on supplier performance so that I can analyze specific metrics and make strategic decisions based on tailored insights.
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Description
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The Dynamic Report Customization requirement allows users to create and modify reports tailored to their specific needs. Users can set parameters such as date ranges, product categories, and performance metrics to filter the data they wish to analyze. This functionality enhances the overall user experience by providing focused insights into supplier performance, which is crucial for informed decision-making. The ability to customize reports directly impacts procurement strategies, enabling users to quickly identify trends and areas for improvement, ultimately leading to more effective management of resources and suppliers.
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Acceptance Criteria
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User is logged into the ConsistAI platform and navigates to the reporting section to create a new custom report based on supplier performance metrics.
Given the user is on the reporting section, when they select report parameters (date range, product categories, metrics), then a customizable report should be generated that reflects those parameters accurately.
A user needs to generate a report for the last quarter analyzing supplier performance to identify potential areas for reducing costs.
Given the user specifies the last quarter as the date range, when they generate the report, then the report must display supplier performance metrics specifically for that time frame.
As a procurement officer, the user wants to save a customized report configuration for future use.
Given the user customizes a report and clicks 'Save', when they access the saved reports section, then the system should display the saved report configuration with all selected parameters correctly listed.
User wishes to export a customized report in PDF format for sharing with team members during a meeting.
Given the user has generated a report, when they select the option to export to PDF, then the system should create a downloadable PDF file of the report that maintains the formatting and data accuracy.
The user wants to filter the report by specific suppliers to assess individual performance closely.
Given the user is generating a report, when they apply a supplier filter, then the report should only include data related to the selected suppliers within the specified parameters.
As a facility manager, the user requires insights from customizable reports to inform strategic decisions on inventory management.
Given the user generates reports frequently, when they utilize the customizable reporting feature, then they should be able to access insights that clearly show stock trends and supplier performance metrics relevant to their inventory management strategy.
The user needs to modify an already saved report to include additional product categories.
Given the user opens a previously saved report, when they add new product categories and save the report, then the updated report should reflect the new product categories without affecting the other existing parameters.
Automated Reporting Scheduling
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User Story
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As a facility manager, I want to schedule automated reports on supplier performance so that I can receive timely insights without the need for manual report generation.
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Description
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The Automated Reporting Scheduling feature enables users to set up automatic generation and delivery of customized reports at predetermined intervals. This functionality allows procurement officers and facility managers to receive insights without manually running reports, thereby streamlining the workflow and ensuring timely access to critical data. Users can specify the frequency of the reports, such as daily, weekly, or monthly, and choose the preferred format for delivery. This feature not only saves time but also enhances productivity by allowing users to focus on taking action based on the insights received rather than spending time on report generation.
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Acceptance Criteria
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Setting Up Daily Automated Reports for Supplier Performance Analysis
Given a user with access to the reporting feature, When they select daily as the schedule frequency and click save, Then the system should automatically generate and send the report every day at the specified time in the chosen format.
Configuring Weekly Report Parameters for Seasonal Trends
Given a user navigating the report customization section, When they choose weekly frequency and specify product categories for the report, Then the system should save these parameters and generate the report according to the specified criteria each week.
Monthly Delivery of Custom Supplier Performance Reports
Given a user who selects a monthly delivery schedule for their custom report, When they finalize the configuration, Then the system should confirm the report settings and ensure the report is sent at the end of each month in the selected format.
Adjusting the Report Delivery Format
Given a user in the automated reporting settings, When they select a different format for report delivery (e.g., PDF or Excel), Then the system should update the settings and ensure all future reports are sent in the new format.
Error Messaging for Invalid Report Scheduling Inputs
Given a user attempting to set a report delivery schedule with invalid inputs (e.g., time outside operational hours), When they submit the schedule, Then the system should display a clear error message indicating the issue.
Verification of Report Content and Accuracy
Given a user receives a scheduled automated report, When they review the report's content and compare it with manually generated reports, Then the information should match and adhere to the specified criteria without discrepancies.
Modifying Scheduled Reports
Given a user who wishes to update their scheduled report frequency, When they access the report settings and change the frequency, Then the system should confirm the change and adjust the next scheduled report according to the new frequency.
Interactive Data Visualization
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User Story
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As a procurement officer, I want to visualize supplier performance data interactively so that I can quickly understand trends and make data-driven procurement decisions.
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Description
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The Interactive Data Visualization requirement allows users to visualize supplier performance data through charts and graphs. This feature enhances the reporting capability by making data interpretation easier and more intuitive. Users can select different visualization formats such as bar charts, pie charts, and line graphs to represent trends and comparisons visually. Interactive elements will enable users to drill down into specific data points for further analysis, improving understanding of supplier performance metrics and facilitating better decision-making. By transforming complex data into visual formats, this requirement enhances the analytical capability of the platform.
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Acceptance Criteria
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Supplier Performance Visualization on the Dashboard
Given a user is logged into ConsistAI, when they navigate to the reporting section and select a supplier performance report, then they should be presented with options to visualize data in bar chart, pie chart, or line graph formats.
User Interactivity with Visual Data
Given a user views a performance visualization, when they click on any specific data point in the chart, then the system should display detailed underlying data related to that point in the report.
Custom Date Range Selection
Given a user wants to analyze supplier performance over a specific period, when they input a custom date range in the report settings, then the visualizations should update to reflect only the data within that specified range.
Performance Indicator Parameter Adjustment
Given a user is generating a report, when they select different performance indicators to measure supplier efficiency, then the visualizations should dynamically update to show relevant trends and comparisons based on the selected indicators.
Exporting Visual Reports
Given a user has created a performance report with visualizations, when they click on the export option, then the system should allow them to download the report in PDF and Excel formats including all visual data representations.
Mobile Accessibility of Visual Reports
Given a user accesses ConsistAI on a mobile device, when they navigate to the performance reporting feature, then the visualizations should be optimized for mobile screens and maintain clarity and functionality.
Comparison of Multiple Suppliers
Given a user wants to compare supplier performance, when they select two or more suppliers in the report, then the visualizations should show side-by-side comparisons of the selected metrics for easy analysis.
Real-Time Performance Alerts
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User Story
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As a procurement officer, I want to receive real-time alerts on supplier performance changes so that I can quickly address potential issues and maintain optimal operations.
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Description
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The Real-Time Performance Alerts feature provides users with instant notifications about significant changes in supplier performance metrics. Users can set thresholds for various indicators, such as delivery times, quality scores, and inventory levels. When these thresholds are breached, the system will generate alerts to inform users immediately. This requirement is crucial for proactive management, allowing users to address issues before they escalate. By enabling real-time monitoring of supplier performance, this feature directly supports strategic decision-making, improves responsiveness, and enhances overall operational efficiency.
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Acceptance Criteria
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User receives an alert when supplier delivery times exceed a predefined threshold.
Given the user has set a threshold for delivery time, When a supplier's delivery time exceeds this threshold, Then the user receives a real-time notification via the platform's dashboard and email.
User configures performance metrics thresholds for multiple suppliers at once.
Given the user is on the performance metrics configuration page, When the user applies bulk settings for multiple suppliers, Then all selected suppliers should reflect the updated thresholds without errors.
User views a history of real-time performance alerts generated over the past month.
Given the user accesses the performance alerts history section, When the user filters the history by date range, Then the system displays alerts generated within the selected date range accurately.
User can customize the types of performance metrics for which they receive alerts.
Given the user is setting up notifications, When the user selects specific performance metrics (e.g., delivery times, quality scores, inventory levels), Then the system allows customization and saves the user's preferences accordingly.
User receives alerts for critical issues with inventory levels from a supplier.
Given the user has set an inventory threshold for a supplier, When the inventory level falls below that threshold, Then the user gets an immediate alert through a push notification and on the dashboard.
User integrates new supplier performance data into the existing alert system.
Given the user initiates an integration process for a new supplier, When the data is successfully imported, Then the supplier's performance metrics should be available for real-time alerts with no data discrepancies.
User acknowledges and resolves a performance alert received for a vendor.
Given the user receives a real-time alert about a vendor's performance issue, When the user takes action to resolve the issue and marks the alert as resolved, Then the alert should be cleared from the dashboard and recorded in the alert history.
Vendor Scorecard Visualization
An interactive visualization tool that presents supplier performance metrics in an easy-to-understand scorecard format. By encapsulating crucial data points such as delivery efficiency, quality ratings, and responsiveness, this feature allows procurement officers to quickly assess vendors at a glance, streamlining decision-making processes.
Requirements
Supplier Performance Metrics
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User Story
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As a procurement officer, I want to view a comprehensive scorecard of supplier performance metrics so that I can quickly assess vendor capabilities and make informed procurement decisions.
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Description
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The Vendor Scorecard Visualization feature must provide detailed performance metrics for each supplier, encompassing delivery efficiency, quality ratings, and responsiveness. This feature would require integration with existing procurement data and analytics within ConsistAI, delivering real-time visual insights through an interactive dashboard. The visualization will allow procurement officers to quickly identify high-performing vendors versus those that may need improvement, ultimately facilitating more informed decision-making in supplier selection and management. With the ability to analyze these metrics at a glance, procurement officers can enhance operational workflows, reduce procurement errors, and strategically align vendor partnerships with business goals, contributing to overall resource optimization and cost savings.
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Acceptance Criteria
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The procurement officer logs into the ConsistAI platform and navigates to the Vendor Scorecard Visualization feature to assess supplier performance metrics for the past quarter, focusing on delivery efficiency, quality ratings, and responsiveness.
Given the procurement officer is logged into the platform, when they access the Vendor Scorecard Visualization, then they should see a dashboard displaying at least three key performance metrics for each supplier with real-time data for the last quarter.
The procurement officer identifies a supplier with declining performance metrics and needs to understand the specific areas needing improvement by viewing detailed analytics in the scorecard.
Given the procurement officer selects a specific supplier, when they view the supplier's scorecard, then they should see a breakdown of performance metrics including delivery times, quality incidents, and responsiveness scores, highlighted in an easily digestible format.
The procurement officer is preparing for a supplier review meeting and requires the ability to export supplier performance data from the Vendor Scorecard Visualization for presentation purposes.
Given the procurement officer is on the vendor scorecard dashboard, when they select the export option, then they should be able to download the performance metrics data in CSV or PDF format without losing any data integrity.
The procurement officer notices a significant increase in a vendor's quality ratings over the last two months and wants to confirm this trend before making further engagements.
Given the procurement officer accesses the scorecard for the vendor in question, when they view historical data for the last six months, then they should be able to see a clear graphical representation showing the trend of quality ratings over time.
A new procurement officer has joined the team and needs to quickly understand how to interpret the vendor scorecard visualizations for effective supplier management.
Given the new procurement officer is reviewing the Vendor Scorecard Visualization, when they hover over any metric, then they should see tooltips providing definitions and explanations for each performance metric available in the scorecard.
The consortium of hotels wants to compare the performance of multiple suppliers side by side to make strategic procurement decisions.
Given the procurement officer selects multiple suppliers in the vendor scorecard, when they request a comparison view, then they should see a side-by-side analysis of selected suppliers' performance metrics allowing for ease of comparison.
The procurement officer needs to filter supplier performance data based on specific criteria such as geographical location or type of goods supplied.
Given the procurement officer is navigating the Vendor Scorecard Visualization, when they apply filters for geographical location or goods type, then the scorecard should update to reflect only the performance metrics of suppliers that meet the specified criteria.
Dynamic Scorecard Updates
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User Story
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As a procurement officer, I want the supplier scorecard to update in real-time so that I can have the most accurate information for decision-making processes.
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Description
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The requirement for dynamic updates in the Vendor Scorecard Visualization feature articulates the need for real-time data integration, ensuring that the scorecard reflects the most current supplier performance metrics. When procurement data alters due to new orders, deliveries, or reviewed supplier interactions, the scorecard must automatically update to display the latest information. This requirement is essential for maintaining accuracy in vendor assessments, enhancing decision-making processes, and reducing reliance on outdated or static information. By ensuring that procurement officers have access to the most relevant information at all times, this feature will improve the efficiency and responsiveness of the procurement operations, enabling better negotiations and supplier management.
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Acceptance Criteria
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Dynamic update of vendor scorecard after new order placement.
Given the procurement officer places a new order, When the order is confirmed in the system, Then the vendor scorecard automatically updates to reflect the new order metrics within 5 minutes.
Real-time scorecard refresh during delivery updates.
Given there is a delivery update for a vendor, When the delivery status is changed in the system, Then the vendor scorecard reflects the updated delivery efficiency metrics within 3 minutes.
Scorecard accuracy verification after supplier review.
Given a supplier has undergone a performance review, When the review concludes and updates are made, Then the vendor scorecard accurately incorporates quality ratings and responsiveness scores within 10 minutes.
Instant notification for procurement officers after scorecard updates.
Given any changes are made to the vendor scorecard, When the updates occur, Then all relevant procurement officers receive alerts through the dashboard notifying them of the changes in real-time.
Consistency check for historical performance metrics on the scorecard.
Given the vendor scorecard has been updated, When a procurement officer views the historical performance data, Then the display should align with the most recent updates without data discrepancies.
User accessibility to recent vendor scorecard adjustments.
Given a procurement officer accesses the vendor scorecard, When the scorecard is displayed, Then it shows the last updated time and the recent changes made to any supplier metrics at the top.
Automatic rollback capability for erroneous updates to vendor scorecard.
Given an erroneous update occurs on the vendor scorecard, When the procurement officer identifies the error, Then the system should allow them to revert to the previous version of the scorecard within 15 minutes.
Customizable Visualization Filters
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User Story
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As a procurement officer, I want to customize the metrics displayed in the supplier scorecard so that I can focus on the most relevant performance indicators for my decision-making needs.
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Description
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The Vendor Scorecard Visualization should include customizable filters that allow procurement officers to tailor the displayed metrics according to specific needs or preferences. This functionality will enable users to focus on particular suppliers or performance indicators such as quality ratings or delivery times, enhancing the user experience and efficiency of data interpretation. By allowing for personalized views, users can concentrate on segments relevant to their operational goals or particular procurement cycles, facilitating more nuanced analyses of supplier performance and contributing to more precise negotiations and operational strategies.
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Acceptance Criteria
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Procurement Officer Customizing the Vendor Scorecard for a Specific Supplier
Given a procurement officer is logged into the ConsistAI platform, when they select a specific vendor from the list and apply filters for delivery efficiency and quality ratings, then the scorecard should display only the selected vendor's metrics for the specified filters.
Switching Between Multiple Custom Filters
Given a procurement officer has applied custom filters to the Vendor Scorecard, when they switch between different sets of filters for various vendors, then the scorecard should update dynamically to reflect the new selected filters without delay.
Saving Custom Filter Preferences for Future Use
Given a procurement officer has customized the Vendor Scorecard filters, when they choose to save their filter preferences, then the system should allow them to name and save these preferences for future use without data loss.
Resetting Filters to Default Settings
Given a procurement officer has applied custom filters to the Vendor Scorecard, when they click the reset button, then the scorecard should revert to the default filter settings and display all vendor performance metrics.
Displaying Filtered Results Efficiently
Given a procurement officer has applied filters to the Vendor Scorecard, when the filters are applied, then the resulting display should load within 3 seconds, ensuring quick access to relevant data.
Validating Filter Functionality Across Different Browsers
Given a procurement officer is using the Vendor Scorecard on different browsers, when they apply filters, then the filtering functionality should work seamlessly and consistently across all major browsers (Chrome, Firefox, Safari, Edge).
User Training on Customizable Filter Functionality
Given new procurement officers are onboarding to the ConsistAI platform, when they participate in a training session, then they should be able to demonstrate the ability to customize and save filter settings independently after training is completed.
Historical Performance Data Analysis
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User Story
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As a procurement officer, I want to analyze historical performance data of suppliers so that I can identify trends and make better long-term procurement decisions.
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Description
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This requirement involves the integration of historical performance data for suppliers within the Vendor Scorecard Visualization feature. By incorporating past data points, procurement officers can assess trends over time, understanding how vendor performance has evolved based on various circumstances such as seasonal fluctuations or changes in management. This feature is critical in helping organizations identify dependable suppliers, anticipate future performance, and make long-term strategic decisions concerning vendor partnerships. By linking historical context with current metrics, the feature will enable a comprehensive supplier evaluation process, enhancing procurement strategy effectiveness.
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Acceptance Criteria
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Integration of Historical Performance Data into Vendor Scorecard Visualization
Given a procurement officer accesses the Vendor Scorecard Visualization, when they view a vendor's scorecard, then the historical performance data for that vendor should be displayed alongside current performance metrics, allowing for a comprehensive evaluation.
Trend Analysis of Vendor Performance Over Time
Given a procurement officer selects a specific vendor, when they access the historical performance section of the scorecard, then they should see a graph displaying performance trends over selected timeframes, such as the past month or quarter.
Filtering Performance Metrics by Seasonal Changes
Given a procurement officer is reviewing vendor performance data, when they apply a filter for seasonal changes, then the visualization should adjust to reflect performance during specified seasonal periods, ensuring easy trend analysis.
Comparative Analysis of Multiple Vendors' Historical Data
Given a procurement officer wants to compare multiple vendors, when they select several vendor scorecards simultaneously, then the system should display a comparative analysis of historical performance metrics across these vendors.
Exporting Historical Performance Data Reports
Given a procurement officer has reviewed the historical performance data, when they select the export option, then the system should generate and download a report in a predetermined format (e.g., PDF, Excel) containing all relevant historical metrics and trends.
User Feedback on Historical Data Relevance
Given a procurement officer uses the historical performance features, when they provide feedback via a designated feedback form, then the system should capture and report this feedback for future enhancements of the Vendor Scorecard Visualization feature.
Real-time Updates to Historical Performance Data
Given a procurement officer is reviewing vendor performance, when the supplier updates their performance data in real-time, then the Vendor Scorecard Visualization should reflect these changes without requiring a page refresh.
Mobile Compatibility
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User Story
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As a procurement officer, I want to access the supplier scorecard on my mobile device so that I can evaluate vendor performance anytime and anywhere.
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Description
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The Vendor Scorecard Visualization feature must be fully compatible with mobile devices to enhance accessibility for procurement officers on-the-go. This requirement entails ensuring that the scorecard interface is responsive and user-friendly across various mobile platforms, allowing users to perform assessments, view metrics, and participate in decision-making processes from anywhere. By incorporating mobile access, ConsistAI can elevate operational flexibility, allowing procurement officers to make timely decisions regardless of their physical location, thus aligning with the demands of modern hospitality management practices.
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Acceptance Criteria
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Accessing Vendor Scorecard on a Mobile Device
Given that the procurement officer is using a mobile device, When they access the Vendor Scorecard Visualization feature, Then the scorecard should display correctly and be fully functional without layout issues and all features available as in the desktop version.
Responsive Design Across Mobile Platforms
Given that the procurement officer has a smartphone or tablet, When they rotate the device between portrait and landscape views, Then the Vendor Scorecard should automatically adjust its layout and maintain usability without requiring zooming or horizontal scrolling.
Real-time Data Loading
Given that the procurement officer is connected to the internet with their mobile device, When they access the Vendor Scorecard, Then the data should load within 3 seconds, ensuring timely access to metrics on-the-go.
Touchscreen Usability
Given that the procurement officer is interacting with the scorecard on a mobile device, When they attempt to select or interact with scorecard elements (e.g., buttons, dropdowns), Then all interactive elements should respond to touch actions without delays or unresponsiveness.
Offline Functionality
Given that the procurement officer is in an area with no internet connectivity, When they previously accessed the Vendor Scorecard, Then they should still be able to view previously loaded data and metrics without an internet connection.
Notifications for Updates
Given that the procurement officer is using the Vendor Scorecard, When metrics are updated or changed, Then the system should send a notification to the procurement officer's mobile device to inform them of the changes.
Feedback Loop Analyzer
This feature aggregates guest feedback and operational data to identify direct correlations between inventory levels and satisfaction scores. By analyzing trends in guest comments and ratings, facility managers can pinpoint which items contribute positively or negatively to the overall guest experience. This empowers them to make informed adjustments to inventory, ensuring that offerings align with guest preferences.
Requirements
Data Aggregation Engine
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User Story
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As a facility manager, I want a centralized system that collects guest feedback from various sources so that I can quickly assess and respond to customer needs and preferences.
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Description
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The Data Aggregation Engine requirement involves the development of a robust system capable of collecting and consolidating guest feedback from multiple sources, including surveys, reviews, and social media. This engine should seamlessly integrate with existing data streams of the ConsistAI platform, allowing real-time access to relevant feedback. The aggregated data will serve as the foundation for further analysis, enabling facility managers to view comprehensive insights into guest sentiments. By centralizing this information, managers can make timely and effective inventory adjustments based on recent feedback trends, thereby enhancing guest satisfaction and improving operational decision-making.
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Acceptance Criteria
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Integration of guest feedback from surveys, reviews, and social media platforms into the Data Aggregation Engine
Given that the Data Aggregation Engine is operational, when a guest leaves feedback on any linked platform, then the feedback should be successfully captured and stored within 5 seconds without errors.
Real-time access to aggregated guest feedback for facility managers
Given that the Data Aggregation Engine has aggregated feedback, when a facility manager requests to view the feedback dashboard, then they should see updated feedback data that reflects changes within the last hour.
Generating insights from aggregated data related to inventory and guest satisfaction
Given that sufficient guest feedback data has been aggregated, when the Feedback Loop Analyzer compiles insights, then the output should accurately reflect correlations between inventory levels and guest satisfaction scores, with at least an 80% confidence level in the analysis.
Providing alerts for low inventory items impacting guest feedback scores
Given that guest feedback indicates dissatisfaction linked to specific inventory items, when the inventory level for those items falls below the predefined threshold, then an alert should be generated for the facility manager within 10 minutes.
Ensuring data accuracy and consistency from multiple sources
Given that the Data Aggregation Engine collects feedback from various sources, when data is aggregated, then it should maintain a consistency rate of over 95% when comparing against original feedback items across platforms.
User access control for the Data Aggregation Engine
Given that different roles exist within the facility management team, when a user attempts to access the Data Aggregation Engine, then the system must enforce role-based access that restricts sensitive data to authorized personnel only.
Visual representation of feedback trends over time
Given that data has been aggregated for at least 30 days, when a facility manager accesses the trends dashboard, then they should see a clear visual representation of feedback trends, allowing them to identify spikes or declines in guest satisfaction regarding inventory items.
Correlation Analysis Tool
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User Story
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As a procurement officer, I want a tool that analyzes the relationship between inventory levels and guest satisfaction scores so that I can optimize our inventory based on findings and improve the guest experience.
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Description
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The Correlation Analysis Tool requirement entails creating a feature that utilizes statistical methods to analyze the relationship between inventory levels and guest satisfaction scores. This tool should facilitate easy visualization of trends and correlations, enabling facility managers to identify which products directly impact guest experiences. Implementing this feature will empower users to derive actionable insights from the analysis, leading to data-driven decisions regarding stock levels and procurement strategies, ultimately supporting heightened guest satisfaction and optimizing resource allocation.
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Acceptance Criteria
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Facility managers access the Correlation Analysis Tool to visualize the relationship between stock levels of key inventory items and guest satisfaction over the past month.
Given the manager has selected inventory items and a specific time range, When the analysis is executed, Then the tool should display a graph showing the correlation coefficients alongside guest satisfaction scores.
During a weekly review, the facility manager uses the Correlation Analysis Tool to identify inventory discrepancies related to negative guest feedback.
Given the manager has analyzed data with guest comments linked to low ratings, When the manager reviews the correlation analysis, Then the tool should clearly list items with negative correlations and suggest appropriate stock adjustments.
After making adjustments to inventory based on analysis results, the facility manager wants to track guest satisfaction changes over the next month.
Given adjustments have been made to inventory levels for specific items, When the manager views updated satisfaction scores over the subsequent month, Then the tool should indicate whether satisfaction has improved through a comparison feature.
A procurement officer utilizes the Correlation Analysis Tool to prepare for an upcoming vendor meeting, focusing on items that directly enhance guest experience.
Given the officer has specified key metrics for the analysis, When the tool is used, Then it should output a report highlighting top-performing items with positive impacts on guest satisfaction.
Facility managers want to create a visualization report of trend data reflecting guest satisfaction changes over time.
Given a selected date range and inventory data, When the report is generated, Then it should visually represent trends in guest satisfaction alongside inventory adjustments made during that period.
A facility manager needs to present findings from the Correlation Analysis Tool to executive management for decision-making support.
Given the manager has conducted thorough analysis and trends, When the presentation is created, Then it should include actionable insights and clear visualizations derived from the correlation data that facilitate strategic discussions.
Dashboard Integration
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User Story
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As a facility manager, I want the feedback analytics integrated into my dashboard so that I can easily visualize and interpret the data for timely inventory adjustments.
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Description
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The Dashboard Integration requirement focuses on enhancing the ConsistAI dashboard to display real-time analytics derived from the Feedback Loop Analyzer. This integration will include visual representations such as charts and graphs that correlate inventory dynamics with guest satisfaction metrics. By providing a holistic view of this data, facility managers can quickly identify trends and areas for improvement. The integration should be designed to be intuitive and user-friendly, encouraging proactive adjustments to inventory management in alignment with guest preferences, thus improving overall business performance.
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Acceptance Criteria
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Real-time inventory and guest satisfaction data correlation visualization
Given that the facility manager is logged into the ConsistAI dashboard, when they navigate to the Feedback Loop Analyzer section, then they should see real-time visualizations showing correlations between inventory levels and guest satisfaction scores.
User-friendly interface for trend analysis
Given that the facility manager is viewing the dashboard, when they access the analytics feature, then the interface should allow easy switching between various charts and graphs with no more than two clicks required for any specific analysis.
Alerts for negative trends in guest feedback
Given that the dashboard is actively monitoring guest feedback, when guest satisfaction drops below a predefined threshold for specific items, then the system should generate an alert for the facility manager to review the related inventory.
Data export functionality for reporting
Given that the facility manager is on the dashboard, when they select the export function, then they should be able to download the correlation data of inventory and guest satisfaction metrics in CSV format within 2 minutes.
Historical data trend comparison
Given that the facility manager wants to analyze past performance, when they select the 'historical comparison' option, then they should be able to view and compare past inventory levels against guest satisfaction scores over the last six months.
Real-time updates during peak operational hours
Given that the hotel is experiencing high guest traffic, when new feedback is submitted or inventory changes, then the dashboard should update these metrics in real-time without delays.
Notification System
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User Story
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As a facility manager, I want to receive notifications about significant changes in guest feedback so that I can act quickly to resolve any emerging issues with inventory.
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Description
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The Notification System requirement involves creating an alert feature that notifies facility managers when significant trends in guest feedback and inventory levels are detected. This proactive system should leverage machine learning algorithms to automatically identify anomalies or significant changes in guest satisfaction, triggering alerts to decision-makers. Providing timely notifications will enable facility managers to act swiftly to mitigate potential issues related to inventory, ensuring that guest preferences are consistently met and maintaining high levels of satisfaction.
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Acceptance Criteria
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Notification of Anomalous Guest Feedback Spike
Given that the system monitors guest feedback continuously, when there is a sudden increase in negative comments regarding a specific item, then an alert should be sent to the facility manager within 5 minutes of detection.
Low Inventory Alert
Given that inventory levels change dynamically, when the stock of a critical item falls below the predefined threshold, then a notification should be generated and sent to the procurement officer immediately.
Correction Follow-Up Alert
Given that a facility manager has implemented changes based on feedback, when the system detects a significant improvement in guest satisfaction ratings for the affected item, then a confirmation alert should be sent to the facility manager within 24 hours of the change.
Daily Summary Notification
Given that the system aggregates data daily, when the analysis is completed at the end of the day, then a summary report of trends and alerts should be automatically emailed to all relevant facility managers by 8 AM the next day.
Machine Learning Adjustment Alert
Given that the machine learning algorithm analyzes data continuously, when it identifies a consistent pattern of low satisfaction related to specific inventory items over three consecutive weeks, then a proactive alert should be sent to the facility manager to review these items.
Performance Metrics Alert
Given that the system tracks performance metrics, when inventory adjustments lead to a 20% improvement in guest satisfaction ratings, then the system should notify both the facility manager and procurement officer about this success.
User Training Module
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User Story
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As a new user of ConsistAI, I want comprehensive training resources available for the Feedback Loop Analyzer so that I can utilize the tool effectively and maximize its benefits for our operations.
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Description
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The User Training Module requirement outlines the creation of educational resources that guide facility managers and procurement officers in utilizing the Feedback Loop Analyzer effectively. This module should include interactive tutorials, documentation, and best practices for interpreting data and implementing changes based on feedback analysis. By providing a comprehensive training experience, users will be empowered to utilize the Feedback Loop Analyzer's capabilities fully, ensuring they can make informed, data-driven decisions that enhance guest experiences and operational processes.
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Acceptance Criteria
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User Registration for the Training Module
Given the user is on the ConsistAI platform, When they access the User Training Module section and complete the registration form, Then they should receive a confirmation email with login credentials and access instructions within 5 minutes.
Interactive Tutorial Completion Tracking
Given a user is engaged in the interactive tutorial, When they reach the end of any module, Then their progress should automatically save, and the completion status should be updated in their user profile.
Feedback Incorporation into Inventory Adjustments
Given a facility manager accesses the Feedback Loop Analyzer after training, When they utilize the tool to make inventory adjustments based on guest feedback, Then at least 80% of the adjusted inventory items should reflect an improvement in guest satisfaction ratings within one month.
Documentation Access During Training
Given that a user is participating in the training module, When they request access to the documentation, Then the documentation should be easily accessible and downloadable in PDF format from the training interface.
Best Practices Guidance Availability
Given the User Training Module is accessed, When a user navigates to the Best Practices section, Then they should find at least 10 actionable best practices for utilizing the Feedback Loop Analyzer effectively.
Post-Training User Feedback Collection
Given training is completed, When a user fills out the post-training feedback form, Then the feedback should be recorded and result in a satisfaction score of at least 85% for training effectiveness.
Assessment Test for User Understanding
Given a user has completed the training, When they take the final assessment test, Then they should achieve a score of at least 75% to successfully demonstrate their understanding of the Feedback Loop Analyzer.
Satisfaction Score Dashboard
An intuitive dashboard that visually represents guest satisfaction scores alongside inventory levels for easy comparison. Users can track the performance of various items in real-time, enabling quick decision-making to enhance guest offerings. This feature provides actionable insights, helping managers prioritize inventory adjustments based on recent guest experiences.
Requirements
Real-time Satisfaction Metrics
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User Story
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As a facility manager, I want to see real-time satisfaction metrics so that I can quickly respond to guest feedback and make inventory adjustments as needed.
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Description
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This requirement involves developing a module that captures and displays real-time guest satisfaction scores. It will aggregate feedback from various sources, such as surveys and reviews, and represent this data in an easy-to-understand graphical format on the Satisfaction Score Dashboard. By integrating this module with the existing inventory management system, managers can rapidly assess how inventory levels correlate with guest feedback. This feature is crucial for making immediate adjustments to services or supplies to improve guest experiences and operational efficiency.
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Acceptance Criteria
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Real-time integration of guest feedback into the Satisfaction Score Dashboard to reflect current satisfaction metrics with inventory levels.
Given guest feedback is collected from surveys and reviews, when the data is processed, then the Satisfaction Score Dashboard should display updated satisfaction scores within 1 minute.
Visual representation of guest satisfaction scores on the dashboard to allow managers to identify trends and correlations with inventory levels.
Given satisfaction scores are available, when displayed on the dashboard, then the scores should be visually separated with color coding to indicate low, medium, and high satisfaction levels.
Ability for managers to filter satisfaction scores by specific items or categories on the dashboard.
Given the dashboard is active, when a manager selects a specific item or category, then the dashboard should refresh to show only the satisfaction scores relevant to the selected category.
Providing actionable insights based on satisfaction scores that prompt inventory adjustments.
Given the dashboard shows low satisfaction scores for a specific item, when the manager reviews the insights, then a recommender tool should suggest inventory adjustments based on historical data of that item.
User access management for the Satisfaction Score Dashboard, ensuring only authorized personnel can view and modify data.
Given user roles are defined, when a user attempts to access the dashboard, then the system must verify their role and grant or deny access accordingly.
Automated Inventory Alerts
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User Story
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As a procurement officer, I want automated alerts for low inventory items so that I can ensure we never run out of essential supplies that impact guest satisfaction.
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Description
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This requirement specifies the development of an automated alert system that notifies users when inventory levels reach a predefined threshold. By integrating this feature with the Satisfaction Score Dashboard, managers will receive proactive alerts about whether inventory is affecting guest satisfaction. This will enhance decision-making processes and allow for timely inventory replenishment, ultimately reducing waste and improving service levels.
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Acceptance Criteria
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Expected system behavior when inventory levels drop below the predefined threshold during a peak guest season.
Given the inventory level of an item falls below its predefined threshold, when the inventory alert system is triggered, then users should receive an automated notification via email and dashboard alert indicating the specific item and its current stock level.
Validation of inventory alert integration with guest satisfaction data in the dashboard.
Given that guest satisfaction scores for a particular item are below a set standard, when the inventory level for that item also drops below the threshold, then the system should generate a dual alert indicating both inventory and guest satisfaction issues within the dashboard.
Testing the user interface for ease of access to inventory alerts on the dashboard.
Given a user accesses the Satisfaction Score Dashboard, when they review the alerts section, then they should clearly see all active inventory alerts with item details, threshold levels, and links to replenish options.
Assessment of alert frequency to avoid overwhelming users during busy times.
Given that multiple items are triggering inventory alerts during peak periods, when alerts are generated across several items, then the system should consolidate alerts and communicate them in a single summary to minimize disruptions.
Evaluation of the system's responsiveness to adjustments in predefined inventory thresholds.
Given an inventory threshold is adjusted by a user, when the new threshold is set, then the alert system should recalibrate to notify users based on the revised levels without any system delay.
Examination of historical data analysis for inventory alerts and guest satisfaction.
Given that the automated inventory alert system is operational, when users review historical alert data, then they should be able to analyze correlations between alerts and guest satisfaction scores over time, aiding in future decision-making.
Customizable Dashboard Views
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User Story
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As a user, I want to customize my dashboard view so that I can focus on the most relevant data without clutter, allowing me to make more informed decisions.
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Description
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This requirement focuses on developing customizable dashboard features that allow users to tailor their view based on specific metrics relevant to their roles. Users can choose which graphs, satisfaction scores, or inventory items to display prominently. This flexibility will help different stakeholders prioritize their focus areas and enhance the intuitive nature of the Satisfaction Score Dashboard, leading to better-informed decisions.
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Acceptance Criteria
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User customizes the dashboard to focus on high-demand inventory items during peak guest seasons.
Given the user is logged into the Satisfaction Score Dashboard, when they select specific inventory items to highlight, then the dashboard should display only the chosen items with their respective satisfaction scores and inventory levels.
Facility manager adjusts the dashboard settings to compare guest satisfaction scores across multiple time frames.
Given the user is on the dashboard, when they select a time frame filter for guest satisfaction scores, then the displayed scores should update to reflect the selected time frame accurately and allow for comparison.
Procurement officer saves a customized dashboard view focused on average guest satisfaction and critical inventory levels.
Given the user has customized their dashboard, when they choose to save the view, then the system should successfully save the preferences and allow rapid access in future sessions without needing to reconfigure.
A user receives training on how to utilize the customizable dashboard features effectively.
Given the user is participating in a training session, when they complete the session, then they should be able to demonstrate how to customize the dashboard and explain the benefits of various metrics.
Multiple users access the customizable dashboard simultaneously without impacting performance.
Given multiple users are logged into the system at the same time, when they customize their dashboards, then the system should maintain optimal performance with no lag or errors in displaying data.
A manager uses the dashboard to make a real-time inventory purchase decision during a guest rush.
Given the manager is observing the dashboard in a high-traffic period, when they identify low inventory levels impacting guest satisfaction, then they should be able to execute a purchase order directly from the dashboard with real-time data support.
Historical Data Analytics
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User Story
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As a facility manager, I want to analyze historical guest satisfaction data so that I can identify trends and improve our inventory planning accordingly.
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Description
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This requirement entails the implementation of a historical data analytics feature, allowing users to track guest satisfaction scores and inventory changes over time. By visualizing trends, stakeholders can identify patterns and make strategic adjustments to inventory practices based on past performance. This feature will empower better long-term planning and resource allocation, ensuring the business responds effectively to guest expectations and demands.
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Acceptance Criteria
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Historical Data Analytics Implementation for Guest Satisfaction Tracking
Given a dashboard with historical data analytics feature, when a user selects a specific date range, then the dashboard should display guest satisfaction scores and corresponding inventory levels for that period.
Trend Visualization for Inventory Adjustments
Given the historical data available, when the user generates a report, then the report should include visual graphs indicating trends in guest satisfaction versus inventory usage over time.
Alerts for Inventory Corrections based on Historical Data
Given that inventory levels are tracked over time, when guest satisfaction scores drop below a specified threshold, then an alert should be generated to notify the user to review inventory practices.
Access Control for Historical Data Feature
Given multiple user roles within the platform, when a user attempts to access the historical data analytics feature, then the system should permit access only to authorized personnel based on their role.
Performance Tracking for Stakeholder Reports
Given the historical data analytics is used over several months, when the user prepares a stakeholder report, then the report should detail at least three key performance indicators derived from the tracked data, including any identified patterns.
User Feedback on Historical Data Feature Usability
Given the implementation of the historical data feature, when a user interacts with it for one month, then a user satisfaction survey should be distributed to gather feedback on usability and reporting effectiveness.
User Feedback Integration
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User Story
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As a guest, I want to leave feedback on my experience easily so that the management can make quick improvements based on my input.
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Description
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This requirement proposes the integration of a user feedback mechanism within the Satisfaction Score Dashboard. This allows guests to leave real-time feedback that is immediately reflected on the dashboard. Such integration will help managers gauge immediate guest opinions on specific items or services, aiding in more cohesive decision-making regarding inventory adjustments and guest experience enhancements.
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Acceptance Criteria
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Guest Submission of Real-Time Feedback on Dashboard
Given a guest is using the mobile application, when they submit feedback on an item they have recently experienced, then the feedback should be immediately reflected on the Satisfaction Score Dashboard, showing up within 5 seconds of submission.
Visibility of Feedback on Dashboard
Given the Satisfaction Score Dashboard is open, when feedback is submitted by multiple guests, then all recent feedback entries should be displayed at the top of the feedback section on the dashboard for a rolling 24-hour period.
Feedback Impact on Guest Satisfaction Scores
Given that feedback is submitted, when the Satisfaction Score Dashboard is refreshed, then the guest satisfaction scores for the specific item related to the feedback should be updated based on the ratings received within the last hour.
User Access Permissions for Feedback Integration
Given that the user is a facility manager, when they attempt to set up feedback options on the dashboard, then they should see configuration settings available to customize the feedback categories.
Feedback Response Notification for Managers
Given that feedback with a negative rating has been submitted, when the dashboard refreshes, then the system should automatically notify the facility manager via an in-app notification and email alert.
Analytics on Feedback Trends
Given that feedback has been collected over a week, when the manager reviews the analytics section of the dashboard, then they should see trend graphs depicting guest satisfaction over time and correlation with inventory changes.
Predictive Inventory Adjustments
Leveraging AI algorithms, this feature predicts necessary inventory adjustments based on historical guest satisfaction trends. By understanding what drives guest happiness, facility managers can proactively modify orders and stock levels, ensuring that high-demand items are readily available, which leads to enhanced guest satisfaction and loyalty.
Requirements
Automatic Demand Forecasting
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User Story
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As a facility manager, I want the system to automatically forecast demand for inventory items so that I can ensure the right stock levels are maintained without excess waste.
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Description
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This requirement focuses on developing advanced AI algorithms that analyze historical sales data, guest feedback, and seasonal trends to provide accurate demand forecasts. This capability will enable facility managers to optimize inventory levels proactively, ensuring that high-demand items are available for guest satisfaction while minimizing overstock and waste. The integration of this feature into the ConsistAI platform enhances operational efficiency, improves guest experiences through optimal stock availability, and contributes to the overall goal of reducing waste by 30%.
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Acceptance Criteria
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Automatic demand forecasting integrates with existing inventory management systems, ensuring facility managers receive real-time updates on inventory status influenced by historical guest satisfaction data and sales trends.
Given that the facility manager has access to the ConsistAI dashboard, when they view the inventory status, then the demand forecast metrics should display accurate projections based on historical trends, with a confidence level of at least 85%.
Facility managers use the automated demand forecasting feature to adjust stock levels for high-demand items before peak seasons based on predictive alerts derived from guest feedback analysis.
Given that the demand forecasting algorithm has processed the latest guest feedback, when the facility manager checks the suggested stock adjustments, then there should be recommended changes for at least 80% of high-demand SKUs that align with the forecasted guest volume.
During a monthly review meeting, facility managers present the accuracy of demand forecasts to stakeholders, showcasing improvements in operational efficiency and guest satisfaction metrics since implementing the feature.
Given that the facility manager has gathered data since implementing the forecasting feature, when they present the report, then the forecast accuracy should demonstrate at least a 20% reduction in stockouts compared to the previous year.
The ConsistAI platform automatically generates alerts for inventory replenishment when forecasted stock levels drop below predefined thresholds, allowing for timely procurement actions.
Given that the alert system is functional, when inventory for a high-demand item reaches the defined threshold due to updated forecasting, then the facility manager should receive an automatic alert with recommendations for immediate procurement actions.
Facility managers assess the effectiveness of the automatic demand forecasting feature by evaluating user satisfaction and feature usability metrics after implementation.
Given that the facility manager conducts a user feedback survey post-implementation, when analyzing the results, then at least 75% of users should report that the demand forecasting feature is easy to use and enhances their ability to make informed inventory decisions.
The demand forecasting algorithms should continuously learn and adapt based on real-time data inputs and feedback mechanisms to improve accuracy over time.
Given that new guest feedback and sales data are consistently fed into the system, when the algorithm performs an analysis after three months, then the forecast accuracy metrics should show an improvement of at least 15% compared to the baseline accuracy established at initial implementation.
Real-time Inventory Tracking
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User Story
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As a procurement officer, I want to track inventory levels in real-time so that I can make informed reordering decisions to prevent stockouts.
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Description
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This requirement entails creating a real-time inventory tracking system that allows facility managers to view and manage stock levels dynamically as they change throughout the day. By integrating inventory management directly with point-of-sale systems, the feature provides instant updates regarding stock availability, alerts for low inventory, and recommendations for reordering. This functionality enables timely decisions based on current demand, enhancing operational responsiveness and supporting the goal of improved guest satisfaction through better stock availability.
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Acceptance Criteria
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Facility managers are performing daily inventory checks to ensure that they have the right stock levels to meet current demand. They should be able to view real-time stock levels across all inventory categories as they open the platform early in the morning before service starts.
Given that the facility manager has logged into the ConsistAI platform, when they navigate to the inventory dashboard, then they should see real-time stock levels displayed for all items, updated within the last few minutes, and categorized by type.
During peak service hours, facility managers receive alerts about low inventory levels for high-demand items. They should be able to react promptly to these alerts to ensure guest satisfaction is maintained.
Given that the inventory tracking system is active, when the stock level of any high-demand item falls below the predefined threshold, then an alert should be sent to the facility manager via the platform’s notification system instantaneously.
After a sudden spike in customer bookings, facility managers need to quickly determine and adjust stock levels. The system should provide recommendations for restocking items that are likely to be in higher demand based on historical trends.
Given that a spike in bookings is detected, when the facility manager accesses the inventory tracking feature, then the system should display recommended reorder quantities for high-demand items based on historical data analysis for the past month.
After making adjustments to inventory orders, facility managers want to verify that these changes are accurately reflected across all relevant systems, including the point-of-sale systems.
Given that a facility manager has completed adjustments to inventory orders, when they refresh the inventory tracking page, then all changes should be accurately reflected in real-time on both the inventory dashboard and the point-of-sale systems.
Facility managers want to generate reports on inventory turnover rates and stock levels to analyze the effectiveness of their procurement strategies over the past quarter.
Given that the facility manager is in the reporting section, when they request an inventory turnover report for the past quarter, then the system should generate a report that includes turnover rates, current stock levels, and any discrepancies identified.
Intelligent Stock Replenishment
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User Story
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As a facility manager, I want the system to automatically generate replenishment orders for stock items so that I can save time and ensure necessary items are always available for guests.
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Description
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The intelligent stock replenishment feature is designed to automate reorder processes based on predictive analytics derived from sales data and inventory forecasts. This requirement will enable the system to generate purchase orders automatically when stock levels fall below defined thresholds, streamlining procurement efforts and ensuring that high-demand items are always on hand. The implementation of this feature aligns with the goals of efficiency and waste reduction, while also enhancing the overall guest experience by maintaining essential stock levels consistently.
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Acceptance Criteria
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Automated Purchase Order Generation for Low Stock Levels
Given the stock level for an item falls below the defined threshold, when the system runs the stock assessment process, then a purchase order should be automatically generated for that item.
Historical Data Analysis for Predictive Adjustments
Given historical sales data is input into the system, when the predictive analytics model runs its analysis, then it should accurately forecast at least 90% of necessary adjustments in stock levels based on trends in guest satisfaction.
Real-time Vendor Integration for Order Processing
Given a purchase order is created, when the order is sent to the vendor, then the vendor should receive the order in real-time and confirm receipt within 15 minutes.
Dashboard Notification for Stock Replenishment Actions
Given that a stock replenishment action is initiated, when user logs into the dashboard, then the dashboard should display a notification summarizing the replenishment actions taken.
Reporting on Inventory Turnover Rates
Given that items have been reordered, when the inventory turnover report is generated, then it should indicate a turnover rate of at least 85% for high-demand items over the last quarter.
User Feedback Mechanism for Continuous Improvement
Given the predictive inventory adjustment feature is implemented, when facility managers provide feedback, then the system should incorporate this feedback into future inventory predictions and adjustments.
Audit Trail for Purchase Orders
Given a purchase order has been created, when an audit of the system is conducted, then there should be a complete and accessible log detailing all purchase order actions and changes associated with it.
Vendor Performance Analytics
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User Story
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As a procurement officer, I want to assess vendor performance metrics so that I can select the best suppliers for consistent quality and reliability.
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Description
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This requirement focuses on developing a module that evaluates vendor performance based on delivery timeliness, stock quality, and pricing accuracy, using AI to analyze historical data. By providing insights into vendor reliability and performance, facility managers and procurement officers can make more informed decisions about vendor relationships and choose the most effective suppliers for their needs. This enhances not only supply chain efficiency but also aligns with the strategic goal of resource optimization on the ConsistAI platform.
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Acceptance Criteria
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Comparison of vendor performance during peak season for a hotel chain utilizing the Vendor Performance Analytics module.
Given vendor performance data for the last six months, when the facility manager queries the Vendor Performance Analytics module, then the system should display a report comparing vendor delivery timeliness, stock quality, and pricing accuracy for all active vendors.
Assessment of vendor reliability following the delivery of an urgent order within a specified time frame.
Given an urgent order placed with a vendor, when the order is received, then the system should automatically evaluate the vendor's delivery timeliness and log it against historical performance data for accuracy.
Evaluation of stock quality from different vendors after a recent delivery.
Given the delivery of stock from multiple vendors, when the facility manager accesses the Vendor Performance Analytics module, then the system should provide a quality assessment for each vendor based on the received goods evaluated against expected standards.
Analysis of pricing accuracy for a particular vendor over the past quarter.
Given the historical pricing data for a specific vendor, when the facility manager generates a pricing accuracy report, then the report should show percentage discrepancies from agreed prices for each order within the last quarter.
Integration of vendor performance data into strategic decision-making for supplier selection.
Given the results from the Vendor Performance Analytics module, when facility managers conduct a review meeting, then the insights should provide a clear recommendation for vendor selection based on reliability metrics.
Product Impact Insights
This tool evaluates the impact of specific products on guest satisfaction. By analyzing sales data and guest feedback, it highlights which items are most loved or frequently cited in comments. This insight helps procurement officers make strategic decisions on stock availability, ensuring that only items that enhance guest experience remain prioritized in inventory.
Requirements
Impact Analysis Dashboard
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User Story
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As a procurement officer, I want to access an impact analysis dashboard that visualizes the relationship between product sales and guest satisfaction so that I can prioritize inventory that enhances the guest experience and drives higher satisfaction ratings.
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Description
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The Impact Analysis Dashboard requirement involves creating a dedicated interface within the ConsistAI platform that allows procurement officers and facility managers to visualize the overall impact of specific products on guest satisfaction. This dashboard will aggregate sales data, guest feedback, and key performance indicators, presenting the information in an intuitive and easily digestible format. Users will be able to filter results by various metrics (e.g., product category, time period) and access detailed reports that highlight trends in guest preferences. By leveraging this dashboard, users can make informed decisions on stock levels and product offerings, ensuring alignment with guest expectations and improving overall operational efficiency.
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Acceptance Criteria
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Accessing Product Impact Insights for Guest Satisfaction Assessment
Given that a procurement officer logs into the Impact Analysis Dashboard, when they select a product from the inventory list, then the dashboard displays the product's sales data, guest feedback, and related KPIs in a clear and organized format.
Filtering Results by Product Category and Time Period
Given that a user is on the Impact Analysis Dashboard, when they apply filters for product category and a specific time period, then the dashboard updates to show only the relevant data corresponding to the selected filters with no errors.
Generating a Detailed Product Report for Procurement Decisions
Given that a procurement officer has selected a product from the Impact Analysis Dashboard, when they request a detailed report, then the system generates a comprehensive report that includes sales trends, guest ratings, and actionable insights within 5 seconds.
Comparing Performance Across Multiple Products
Given that a user is viewing the Impact Analysis Dashboard, when they select multiple products to compare, then the dashboard presents a side-by-side comparison of sales data, feedback scores, and related KPIs that highlights the best-performing items.
Receiving Alerts for Low-Performing Products
Given that the Impact Analysis Dashboard has been set up with performance thresholds, when a product's performance drops below the specified threshold, then an alert notification is sent to the procurement officer within 1 hour.
Viewing Historical Data Trends for Decision-Making
Given that a user accesses the Impact Analysis Dashboard, when they navigate to the historical data section, then the dashboard displays a visual representation of trends in guest satisfaction over the past year with the ability to drill down by category.
Feedback Integration Mechanism
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User Story
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As a facility manager, I want a system that automatically integrates guest feedback on products in real-time so that I can quickly address any issues and refine our offerings based on guest sentiments.
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Description
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The Feedback Integration Mechanism is required to systematically gather and integrate guest feedback related to specific products in real-time within the ConsistAI platform. This mechanism will include automated parsing of feedback comments from surveys, online reviews, and social media mentions to assess sentiment and extract relevant insights on product performance. The information gathered will feed into the product impact analysis, enabling procurement officers to identify which products are perceived positively or negatively by guests. This functionality will empower users to react swiftly to guest needs and make data-driven adjustments to inventory.
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Acceptance Criteria
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Real-time Feedback Collection from Surveys
Given that guest feedback surveys have been distributed, When a guest submits feedback regarding a product, Then the Feedback Integration Mechanism should automatically capture and parse the feedback comment in real-time.
Social Media Feedback Monitoring
Given that the platform is monitoring social media mentions, When a guest mentions a product related to the establishment on social media, Then the mechanism should detect and extract the sentiment and key insights from the comment.
Product Impact Analysis Reporting
Given that feedback has been integrated into the system, When procurement officers access the Product Impact Insights dashboard, Then they should see a report that highlights positively and negatively received products based on guest feedback.
Automated Alert System for Negative Feedback
Given that negative guest feedback has been parsed, When a product receives a specified threshold of negative mentions, Then the system should automatically generate an alert to procurement officers.
Historical Data Comparison for Product Performance
Given that historical sales data and guest feedback data are available, When the Feedback Integration Mechanism is utilized, Then it should present a comparative analysis of product performance over time.
Sentiment Analysis Accuracy
Given that the feedback comments are parsed for sentiment, When the automated sentiment analysis runs, Then it should achieve an accuracy rate of at least 85% in identifying sentiment polarity.
Integration with Existing Inventory Management System
Given that the Feedback Integration Mechanism is implemented, When integrated with the existing inventory management system, Then it should seamlessly provide insights on products for stock adjustments based on guest feedback.
Product Performance Alerts
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User Story
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As a procurement officer, I want to receive alerts for any sudden changes in product performance so that I can take immediate action to mitigate negative impacts on guest satisfaction.
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Description
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The Product Performance Alerts feature requires implementing a notification system that informs procurement officers of significant shifts in the performance of specific products based on guest feedback and sales data. This system will automatically analyze incoming data for anomalies—such as a sudden decline in sales or a spike in negative comments—and send alerts via email or in-app notifications. By receiving timely warnings regarding potential problems, users can take proactive measures to investigate and rectify issues that may impact guest satisfaction and inventory management profitability.
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Acceptance Criteria
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Procurement officer receives an email notification when there is a significant decline in the sales of a specific product over a week.
Given that the sales data indicates a decline of 20% over the past week, when the data is processed, then the procurement officer should receive an email notification alerting them of the decline.
Procurement officer is informed about a spike in negative feedback for a product via in-app notification.
Given that the feedback system identifies a 50% increase in negative comments for a product, when the processing is completed, then the procurement officer should receive an in-app notification detailing the issue.
Alerts should contain actionable insights for procurement officers, detailing necessary follow-up actions.
Given that a notification is sent out for a performance alert, when the procurement officer reviews the alert, then the notification should include specific recommendations or insights related to the product performance.
Integration with existing sales data and guest feedback system is seamless and automatic.
Given that the sales and feedback systems are already integrated, when new data is generated, then the Product Performance Alerts feature should automatically analyze this data without manual input.
The procurement officer can customize the threshold settings for receiving alerts based on product categories.
Given that the procurement officer is in the settings menu, when they adjust the threshold for alerts for a specific category, then the alert system should respect this customization and trigger accordingly.
The notification system logs all alerts generated for tracking and auditing purposes.
Given that an alert is generated, when the alert is logged, then there should be a complete record of the alert including product details, type of alert, and timestamp in the system log.
Users should be able to view their alert history within the application.
Given that alerts have been generated, when the procurement officer accesses the alert history section, then they should see a comprehensive list of all past alerts with relevant details like dates and action taken.
Custom Reporting Tools
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User Story
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As a procurement officer, I want to create custom reports that analyze the impact of specific products on guest satisfaction so that I can present tailored insights to the management team and support strategic decisions.
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Description
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The Custom Reporting Tools requirement entails the development of flexible reporting capabilities that allow users to create tailored reports focusing on specific products’ impacts on guest satisfaction and sales. Procurement officers and facility managers will be able to select parameters, such as date ranges, product categories, and guest demographics to generate insights. This customizability will encourage data exploration and enhance strategic decision-making by allowing different stakeholders to focus on relevant products and their impact on guest experiences. The tool will also facilitate export options for reports to support presentations and strategy discussions.
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Acceptance Criteria
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Custom report generation by a procurement officer for guest satisfaction evaluation over a specified date range and product category.
Given the procurement officer has selected a date range and product category, when they generate the report, then the system should produce a report reflecting accurate sales data and guest feedback for the selected parameters.
A facility manager analyzing the impact of specific products on guest satisfaction through customizable reporting parameters such as demographics and product categories.
Given the facility manager has chosen demographic filters and product categories, when the report is generated, then it should accurately display the products’ impact on guest satisfaction based on the selected demographics and categories.
Exporting custom reports for strategy discussion and presentation purposes.
Given the custom report is generated, when the procurement officer selects the export option, then the report should be available for download in multiple formats (e.g., PDF, Excel) with all filters and data accurately represented.
Testing the system’s ability to save custom report settings for future use.
Given the procurement officer has created a custom report setup, when they save the configuration, then the system should allow retrieval of the saved report setup for future access without loss of settings.
Validating the responsiveness of the dashboard when generating a custom report with numerous parameters.
Given the user has selected multiple parameters for filtering the report, when they initiate the report generation, then the dashboard should respond within 3 seconds and display a loading indicator until the report is ready.
Confirming the accuracy of data displayed in custom reports against the original sales data.
Given the custom report is generated, when the procurement officer cross-references the report data with the original sales data, then all figures in the report should match the source data accurately within a variance of 2% or less.
Vendor Performance Metrics
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User Story
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As a procurement officer, I want to evaluate vendor performance metrics that correlate with guest satisfaction so that I can make better sourcing decisions and develop partnerships with high-performing vendors.
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Description
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The Vendor Performance Metrics requirement involves integrating metrics that evaluate vendor performance in relation to product quality and guest satisfaction. This will include tracking delivery times, complaint rates, and product returns, aligning these factors with guest feedback on products sourced from each vendor. By aggregating this data within the ConsistAI platform, procurement officers can assess which vendors consistently deliver high-quality products that resonate positively with guests. This insight will drive strategic vendor relationships and inventory decisions to optimize guest satisfaction through quality offerings.
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Acceptance Criteria
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Vendor Performance Metrics Evaluation for Procurement Officers
Given that a procurement officer is logged into the ConsistAI platform, when they access the Vendor Performance Metrics section, then they should see a comprehensive dashboard displaying vendor-related metrics such as delivery times, complaint rates, and product returns, along with guest satisfaction ratings for each vendor's products.
Integration of Guest Feedback with Vendor Metrics
Given a set of products sourced from multiple vendors, when a procurement officer reviews the Vendor Performance Metrics, then they should be able to correlate guest feedback with metrics from each vendor, ensuring that high-quality products are highlighted based on guest satisfaction scores.
Real-time Updates of Vendor Metrics
Given that vendor performance data is collected continuously, when a procurement officer accesses the metrics dashboard, then the displayed metrics should reflect real-time data ensuring timely decisions can be made about vendor selection based on current performance.
Historical Comparison of Vendor Performance Metrics
Given a selection of vendors over the last 12 months, when a procurement officer performs a historical analysis on the metrics dashboard, then they should be able to view trends in delivery times, complaint rates, and product returns, with visual representations like graphs and charts for easy interpretation.
Automatic Alerts for Poor Vendor Performance
Given that performance thresholds have been set for vendors, when a vendor's metrics fall below these thresholds, then an automated alert should be generated for the procurement officer, notifying them of potential issues that require immediate attention.
Vendor Performance Reporting for Strategic Meetings
Given the need for strategic vendor management discussions, when a procurement officer generates a report from the Vendor Performance Metrics, then the report should include visual data representations, actionable insights, and recommendations based on performance metrics relevant to guest satisfaction.
Customization Options for Vendor Metrics Dashboard
Given varying needs among procurement officers, when accessing the Vendor Performance Metrics dashboard, then they should have the ability to customize the view, selecting specific metrics to display and arranging them according to their preferences for easier analysis.
Customized Guest Surveys
Facilitates the creation and deployment of targeted guest surveys directly related to inventory management. By soliciting feedback on products guests frequently interact with or consume, facility managers gain valuable insights into guest preferences. This feature helps in making finer adjustments to inventory that truly resonate with guests, enhancing their overall experience.
Requirements
Dynamic Survey Builder
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User Story
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As a facility manager, I want to easily create customized guest surveys so that I can gather valuable feedback on inventory items and improve guest satisfaction.
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Description
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The Dynamic Survey Builder allows facility managers to create tailored guest surveys quickly and intuitively. This tool includes customizable templates and pre-defined questions related to inventory and guest preferences. The requirement aims to streamline the survey creation process, making it easy for users to deploy surveys that are directly linked to the inventory items guests encounter during their stay. By gathering feedback through a user-friendly interface, facility managers can better understand guest satisfaction and adjust inventory accordingly, ultimately leading to enhanced guest experiences and operational efficiency.
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Acceptance Criteria
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Dynamic Survey Creation for Event Feedback
Given I am a facility manager, When I select a customizable template, Then I can edit questions and deploy a survey within 10 minutes.
Pre-Defined Questions Utilization
Given I am creating a guest survey, When I choose from the pre-defined questions related to inventory, Then I can ensure at least 5 questions are relevant to guest preferences.
Survey Deployment to Guests
Given I have completed my survey, When I deploy it to guests via email or mobile app, Then 90% of recipients should receive the survey within 5 minutes.
Real-Time Feedback Collection
Given a survey is active, When guests respond to the survey, Then I should receive and view feedback in real-time on the dashboard.
Survey Results Analysis
Given survey responses are collected, When I analyze the results, Then I should be able to generate a report summarizing guest preferences and satisfaction within 24 hours.
Inventory Adjustment Based on Feedback
Given the survey results indicate changes in guest preferences, When I adjust inventory accordingly, Then I should see a reduction in waste by at least 10% within the next month.
User Interface Intuitiveness
Given I am a facility manager, When I navigate the Dynamic Survey Builder, Then I can complete the survey creation process without requiring external guidance or help.
Real-Time Data Analysis
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User Story
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As a facility manager, I want to analyze survey results in real-time so that I can make timely adjustments to inventory based on guest feedback.
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Description
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Real-Time Data Analysis focuses on processing the feedback collected from guest surveys immediately, allowing facility managers to visualize trends and insights related to guest preferences and behaviors as they emerge. The integration of this feature will enable historical data comparison, identifying patterns that inform procurement decisions. By leveraging AI and machine learning, the platform can highlight critical areas for inventory adjustments and enhance the quality of service provided to guests. This requirement is essential for aligning inventory practices with guest expectations, driving better operational outcomes.
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Acceptance Criteria
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Facility manager receives real-time feedback through the customized guest surveys immediately after a guest checks out from the hotel.
Given the guest has completed the survey, when the feedback is submitted, then the data should be processed within 5 minutes and displayed on the facility manager's dashboard.
After collecting survey feedback, the facility manager needs to view trends related to guest preferences regarding specific inventory items.
Given that feedback has been recorded over a week, when the facility manager accesses the trends report, then the report should visually display the top 5 inventory items preferred by guests alongside a comparison to previous weeks.
The facility manager wants to analyze patterns from guest survey feedback to inform procurement decisions.
Given the facility manager accesses the historical data analytics feature, when selecting the last three months of survey data, then the system should return a comprehensive report highlighting any significant shifts in guest preferences for inventory items.
A facility manager uses AI recommendations based on real-time survey data to adjust inventory levels accordingly.
Given that the real-time data analysis has been completed, when the facility manager reviews AI-generated recommendations, then they should see at least 3 actionable items regarding inventory adjustments with supporting data from guest feedback.
After implementing changes to inventory based on guest surveys, the facility manager wants to assess the impact of these changes on guest satisfaction.
Given that adjustments have been made, when the facility manager collects new survey feedback after a month, then guest satisfaction ratings should show at least a 10% increase for the adjusted inventory items.
Facility managers need to integrate survey feedback with vendor performance data to refine procurement choices.
Given the integration is set up, when survey data and vendor performance metrics are loaded, then the system should automatically identify vendors whose items align with guest preferences and provide a ranked list based on satisfaction scores.
Facility managers seek immediate alerts for any negative feedback received via guest surveys to enable quick response actions.
Given a negative score (1-2) is entered in the survey, when the feedback is submitted, then an alert should be sent to the facility manager’s dashboard within 5 minutes, prompting immediate action.
Automated Feedback Loop
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User Story
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As a facility manager, I want to implement automated surveys to regularly collect guest feedback so that I can ensure our inventory consistently meets guest needs.
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Description
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The Automated Feedback Loop feature will facilitate the seamless collection and analysis of guest feedback over time, enabling ongoing refinement of inventory management strategies. This implementation will ensure that facility managers can set parameters for recurring surveys and automated follow-ups, reducing the manual workload and enhancing response rates. By encouraging a continuous dialogue with guests, the system aims to foster an environment of constant improvement in service quality and inventory relevance, thus better meeting guest expectations.
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Acceptance Criteria
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Automated setup of guest feedback surveys without manual intervention by the facility manager.
Given that a facility manager has configured the Automated Feedback Loop settings, when the scheduled time arrives, then a survey is automatically sent to guests who have checked out within the last week.
Collection and analysis of guest feedback through automated surveys to adjust inventory management.
Given that the automated survey is sent, when guests complete the survey, then their responses are aggregated and analyzed to derive actionable insights for inventory adjustments.
Notification system for facility managers based on guest feedback ratings.
Given that a survey response is submitted by a guest, when the feedback includes a rating below a predetermined threshold, then a notification is sent to the facility manager for immediate attention.
Rotation and frequency of surveys based on guest engagement history to maximize response rates.
Given that a guest has previously completed a survey, when another survey is due, then the system adjusts the frequency and type of survey based on the guest's prior engagement level.
Dashboard visibility of survey performance metrics for ongoing evaluation of effectiveness.
Given that surveys have been sent out and responses have been collected, when the facility manager accesses the dashboard, then they can view metrics such as response rate, average rating, and guest sentiment analysis for informed decision-making.
Integration of survey feedback with inventory management system for real-time adjustments.
Given that survey feedback indicates a preference for specific inventory items, when the analysis is complete, then relevant inventory adjustments are proposed to the inventory management system in real-time.
Integration with Vendor Management System
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User Story
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As a procurement officer, I want to integrate guest survey data with our vendor management system so that we can align our inventory with guest preferences and streamline our supply chain.
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Description
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The Integration with Vendor Management System seeks to establish a connection between guest feedback insights and procurement strategies, enabling facility managers to share data with vendors directly. This feature will allow for better alignment of inventory supply with guest preferences, facilitating timely adjustments and orders based on survey results. The integration aims to streamline the procurement process, helping to reduce waste and ensure that the inventory reflects the actual needs and desires of guests, thereby enhancing overall customer satisfaction.
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Acceptance Criteria
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Integration of guest survey insights into the vendor management system during the weekly procurement strategy meeting.
Given that guest feedback has been collected, when the facility manager accesses the vendor management system, then they should be able to view a report summarizing guest preferences related to specific inventory items collected from the surveys.
Timely adjustments to inventory based on the analysis of guest survey data.
Given that survey data has been analyzed, when the facility manager identifies inventory items that need adjustment, then they should be able to initiate a purchase order to the vendor based on this data within 24 hours.
Real-time vendor updates based on guest feedback collected through surveys.
Given that a guest survey has been completed and insights derived, when the facility manager selects a product that requires improvement, then a notification should be sent to the relevant vendor with a summary of feedback and the required action.
Assessment of inventory changes post-implementation of survey feedback.
Given that inventory has been adjusted based on survey feedback, when the facility manager reviews inventory levels after 30 days, then there should be a 20% increase in guest satisfaction ratings related to the surveyed products.
Streamlining order placement through automated integration between vendor management and guest survey insights.
Given that guest preferences have been linked to specific inventory items, when a guest feedback report is generated, then the system should automatically suggest order quantities based on current stock levels and guest preferences.
Training staff on using the vendor management system for integrating survey results.
Given that the vendor management system has been updated with survey integration capabilities, when training sessions are conducted, then at least 90% of staff should report confidence in using the system as measured by a post-training survey.
Tracking the effectiveness of survey feedback integration on procurement strategies.
Given that the integration is complete, when a bi-monthly review is conducted, then there should be documented evidence of at least a 15% reduction in inventory waste attributable to the alignment with guest preferences from survey feedback.
User Experience Dashboard
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User Story
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As a facility manager, I want a centralized dashboard displaying survey results and inventory analytics so that I can make informed decisions based on guest feedback.
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Description
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The User Experience Dashboard consolidates all relevant data regarding guest surveys and associated inventory insights into a single view for facility managers. This dashboard will present analytics, trends, and key performance indicators related to guest satisfaction and inventory usage in a visually engaging manner. By having a comprehensive overview, managers can make informed strategic decisions that enhance both guest experiences and operational performance. This requirement plays a critical role in data-driven decision-making for hospitality management.
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Acceptance Criteria
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User views the User Experience Dashboard for the first time to analyze guest survey results and inventory insights after a busy holiday season.
Given the facility manager is logged into ConsistAI and navigates to the User Experience Dashboard, when the dashboard loads, then all relevant guest survey data and inventory insights from the last month are displayed correctly and clearly without errors.
Facility manager generates a report from the User Experience Dashboard to share with the procurement team.
Given the facility manager has selected the report generation option on the User Experience Dashboard, when the report is generated, then the report includes all requested survey insights, inventory usage statistics, and is exportable in a PDF format without data loss or formatting issues.
A facility manager analyzes trends in guest satisfaction over the past quarter using the dashboard.
Given the facility manager filters the data on the User Experience Dashboard for the last quarter, when the analysis is conducted, then the dashboard displays trends in guest satisfaction in a graphical format that is easy to interpret, along with supporting statistics that validate the trends shown.
Facility manager integrates feedback received from guests into inventory management strategy based on insights from the dashboard.
Given the facility manager has accessed guest feedback from the User Experience Dashboard, when a review of the feedback is completed, then at least three specific inventory adjustments are identified to improve guest satisfaction and operational efficiency.
Facility manager receives alerts for low inventory items identified through guest feedback on the dashboard.
Given the dashboard analytics show low inventory for highly reviewed items, when the dashboard sends an alert notification to the facility manager, then the alert is timely, accurate, and includes actionable information to reorder inventory before stock depletion.
A trained staff member uses the User Experience Dashboard to compare inventory usage against guest preferences during a monthly review.
Given the trained staff member is logged into the dashboard, when they compare the usage data with guest preferences, then the dashboard accurately highlights discrepancies indicating areas for potential inventory adjustment.
Facility manager checks key performance indicators (KPIs) related to guest satisfaction through the dashboard.
Given the facility manager views the key performance indicators section of the User Experience Dashboard, when they analyze the KPIs, then all KPIs must be accurate, up-to-date, and reflect the agreed-upon metrics for guest satisfaction without any lag in data reporting.
Mobile Survey Accessibility
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User Story
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As a guest, I want to easily access and complete surveys on my mobile device so that I can provide feedback about my experience without any hassle.
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Description
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Mobile Survey Accessibility ensures that guests can easily access and complete surveys via their mobile devices. This feature is crucial for capturing feedback during or immediately after guest interactions with inventory items. The requirement involves optimizing survey formats for mobile use and ensuring that the surveying process is simple and user-friendly. By enabling mobile access, the system aims to increase response rates and gather a more diverse set of feedback, ultimately refining inventory management based on comprehensive insights from guests.
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Acceptance Criteria
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Mobile Guest Accessibility for Survey Completion
Given that a guest has received a notification for a survey on their mobile device, when they click the link, then the survey should load within 3 seconds and display properly without any scroll issues on mobile screens.
Survey Format Adaptability
Given the mobile device used by the guest, when the survey is accessed, then the format should automatically adjust to fit the screen size, ensuring that all elements are fully visible and functional without requiring horizontal scrolling.
User-Friendly Navigation for Surveys
Given that a guest is completing a survey on their mobile device, when they navigate through the survey questions, then they should be able to move to the next question using a single tap without encountering any delays or glitches.
Survey Feedback Submission Confirmation
Given that a guest has completed the mobile survey, when they submit their feedback, then they should see a confirmation message within 2 seconds indicating successful submission and thanking them for their feedback.
Real-Time Survey Data Collection
Given that a guest is completing a survey, when they submit their responses, then the system should immediately update and record the submission without requiring a page refresh.
Survey Accessibility Across Mobile Devices
Given that various mobile devices and operating systems are used by guests, when surveys are accessed, then they should be compatible and display properly across all mainstream mobile devices and browsers.
Feedback Encouragement Prompting
Given that a guest has not completed a survey after receiving the initial request, when they access their mobile device, then they should receive a gentle reminder notification to complete the survey within 24 hours of their interaction.
Real-Time Satisfaction Alerts
Automated alerts are triggered when guest satisfaction scores drop below a certain threshold linked to specific inventory items. Facility managers can react swiftly to address potential issues before they escalate, ensuring that guest experience is continuously improved by making necessary adjustments to inventory levels.
Requirements
Threshold Configuration
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User Story
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As a facility manager, I want to configure thresholds for guest satisfaction scores so that I receive alerts only for significant dips related to specific inventory items, allowing me to address issues effectively and improve the guest experience.
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Description
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This requirement allows facility managers to define and customize thresholds for guest satisfaction scores linked to specific inventory items. By enabling detailed configurations, managers can adjust these thresholds based on historical data and current operational needs. The feature ensures that alerts are only triggered when necessary, minimizing unnecessary notifications and empowering managers to focus on critical issues that directly affect guest satisfaction. This will enhance the operational efficiency of the ConsistAI platform and allow for a more targeted approach to inventory management that aligns with overall business objectives.
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Acceptance Criteria
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Setting Custom Thresholds for Guest Satisfaction Alerts
Given a facility manager has access to the threshold configuration settings, when they set a threshold value for guest satisfaction scores below which notifications will be triggered, then the system should save the new threshold value successfully and reflect this change in all relevant areas of the platform.
Validating Alerts Triggering Based on Set Thresholds
Given a threshold for guest satisfaction scores has been configured, when actual guest satisfaction scores fall below the set threshold, then an alert notification should be triggered and sent to the facility manager immediately.
Adjusting Historical Data for Threshold Configuration
Given a facility manager wants to adjust the threshold based on historical guest satisfaction data, when they input historical average scores into the system, then the system should provide recommendations for new threshold settings based on the inputted data.
Minimizing Unnecessary Notifications
Given the threshold settings have been customized, when guest satisfaction scores fluctuate but do not trigger alerts, then the system should not generate any notifications for scores above the set threshold.
Reviewing Threshold Configuration Logs
Given a facility manager accesses the threshold configuration logs, when they view the logs, then the system should display a complete history of all adjustments made to the thresholds including timestamps and user information.
Testing Threshold Configurations with Simulated Data
Given a facility manager wants to test the effectiveness of the threshold configuration, when they use simulated guest satisfaction scores that fluctuate around the threshold, then the system should accurately trigger alerts only when scores drop below the defined thresholds.
Automated Alert System
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User Story
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As a facility manager, I want an automated alert system that notifies me when guest satisfaction scores drop below a certain threshold so that I can quickly address any issues and maintain high standards of service.
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Description
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This requirement entails the development of an automated alert system that triggers notifications to facility managers whenever guest satisfaction scores fall below the defined threshold. The system will send alerts through various channels such as email, SMS, or in-app notifications, ensuring that managers can respond promptly to any issues affecting guest experience. The automated nature of this system improves response times and enables proactive management of inventory levels, thereby enhancing guest satisfaction and minimizing potential disruptions in service quality.
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Acceptance Criteria
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Automated Alert Activation for Low Guest Satisfaction
Given that the guest satisfaction monitoring system is in place, when the score falls below the predetermined threshold, then an alert should be triggered and sent to designated facility managers via email, SMS, and in-app notification.
Multi-Channel Notification Delivery,
Integration with Inventory Management
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User Story
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As a procurement officer, I want the real-time satisfaction alerts to be integrated with our inventory management system so that I can adjust stock levels based on guest preferences and satisfaction, ensuring we always meet their needs.
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Description
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This requirement focuses on integrating real-time satisfaction alerts with the existing inventory management system within ConsistAI. By linking guest satisfaction scores with inventory levels, the system will analyze data to suggest optimal inventory adjustments based on guest feedback. This integration will allow facility managers to maintain appropriate stock levels corresponding to guest satisfaction and preferences, ultimately leading to improved service delivery and enhanced guest experiences.
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Acceptance Criteria
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Integration of Real-Time Satisfaction Alerts with Inventory Management System
Given the integrated system is in place, When a guest satisfaction score falls below the defined threshold for a specific inventory item, Then an automated alert is triggered to notify the facility manager immediately.
Validation of Inventory Adjustment Suggestions Based on Guest Feedback
Given the historical guest satisfaction data is available, When the system analyzes this data alongside current inventory levels, Then it provides actionable inventory adjustment suggestions related to the low satisfaction items within 5 minutes.
Monitoring the Impact of Inventory Adjustments on Guest Satisfaction
Given the inventory adjustment has been implemented, When guest satisfaction scores are reviewed in the following week, Then the scores should show an improvement of at least 15% in relation to the adjusted inventory items.
User Interface for Viewing Satisfaction Alerts
Given a facility manager logs into the ConsistAI platform, When they navigate to the dashboard, Then they should be able to view a clear list of current satisfaction alerts with timestamps and affected inventory items.
System Performance During Alert Triggering
Given the system is under normal operational load, When a satisfaction score alert is triggered, Then the system should respond and trigger the alert within 2 seconds without affecting overall platform performance.
Security and Access Controls for Satisfaction Alerts
Given the role-based access control is implemented, When a facility manager accesses satisfaction alerts, Then only authorized personnel should be able to view or manage these alerts, ensuring data security.
Dashboard Visualization
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User Story
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As a facility manager, I want to view real-time analytics on guest satisfaction scores and inventory levels on the dashboard so that I can make informed decisions that will enhance my operational strategy and improve guest experiences.
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Description
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This requirement highlights the need for a dashboard component that visualizes guest satisfaction scores and correlates them with inventory levels. The dashboard will display real-time data, trends, and alerts, giving facility managers a comprehensive view of how inventory impacts guest experiences. Visualization will aid in data-driven decision-making, helping managers prioritize inventory adjustments that will enhance satisfaction and operational efficiency.
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Acceptance Criteria
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Dashboard Visualization of Guest Satisfaction and Inventory Levels.
Given that the dashboard is integrated correctly, when guest satisfaction scores drop below the threshold, then an alert is triggered and displayed on the dashboard, correlating to affected inventory items.
Real-Time Updates for Inventory and Satisfaction Scores.
Given that the dashboard is in use, when inventory levels are updated, then the corresponding guest satisfaction scores must refresh within 5 seconds to reflect real-time data accurately.
Trend Analysis Visualization on the Dashboard.
Given a historical data range selected, when the user accesses the dashboard, then the system must display trends in guest satisfaction scores and corresponding inventory levels over the selected period in a graphical format.
User Accessibility to Dashboard Features.
Given users with varying access rights, when a facility manager logs into the dashboard, then they should have full access to all features, while other users must have restricted access based on their roles.
Alert Customization for Different Inventory Items.
Given that the alert system is functional, when a facility manager sets custom thresholds for specific inventory items, then the dashboard must reflect these custom thresholds and trigger alerts accordingly.
Historical Data Export Functionality.
Given that the dashboard displays guest satisfaction and inventory data, when a facility manager selects the export function, then they must be able to download the data in a CSV format for reporting.
Integration with Vendor Inventory Systems.
Given that the dashboard is designed for optimal operation, when a vendor's inventory system is integrated, then the dashboard must automatically update inventory levels based on real-time data from the vendor's system.
Feedback Loop Mechanism
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User Story
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As a facility manager, I want to capture guest feedback related to specific inventory interactions so that I can analyze the effects of inventory changes on satisfaction and continuously improve our service offerings.
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Description
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This requirement involves implementing a feedback loop mechanism that captures guest feedback after specific interactions (e.g., dining experience, room service, etc.) and correlates it with inventory adjustments made based on real-time alerts. This loop will provide valuable insights into how changes in inventory levels directly affect guest satisfaction, allowing facility managers to make more informed decisions in the future. The mechanism supports continuous improvement and helps in refining operational strategies based on actual guest experiences.
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Acceptance Criteria
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Real-time alerts are triggered after a guest completes a meal at the restaurant, indicating that their satisfaction score has fallen below the predetermined threshold due to inventory shortages of a key ingredient.
Given a guest has completed a meal, when their satisfaction score drops below the threshold, then an alert is generated for the facility manager indicating which ingredient is in low stock.
Facility managers review the generated alerts over a week and compare satisfaction scores with inventory levels to identify trends in guest feedback.
Given a set of alerts and satisfaction scores, when the facility manager analyzes the data, then they can see a clear correlation between inventory adjustments and changes in guest satisfaction scores.
After making inventory adjustments based on the satisfaction alerts, a follow-up survey is sent to guests to gather feedback on the improvement of specific menu items.
Given that inventory adjustments have been made, when the survey is sent, then at least 70% of guests responding to the follow-up indicate improvements in their satisfaction related to the adjusted inventory items.
The feedback loop mechanism compiles data from guest feedback and real-time alerts into a monthly report for the management team.
Given that the feedback loop has been implemented, when the report is generated, then it includes a summary of at least 90% of inventory-related interventions made and their corresponding guest satisfaction outcomes.
Facility managers receive training on how to use the feedback loop mechanism effectively in their daily operations.
Given that training is completed, when facility managers are surveyed post-training, then at least 85% should feel confident in using the feedback loop to improve guest satisfaction.
The system should allow facility managers to set their own satisfaction score thresholds for triggering alerts based on their specific operational contexts.
Given that facility managers access the settings, when they adjust the satisfaction score threshold, then the system should reflect this change in the alert parameters immediately.
Trend Insights Report
A comprehensive report that synthesizes data on guest satisfaction trends and inventory management over time. This feature empowers managers to identify long-term patterns, understand the shifting nature of guest preferences, and adjust purchasing strategies accordingly. By offering a holistic view, it enhances strategic decision-making that aligns inventory with evolving guest needs.
Requirements
Data Integration API
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User Story
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As a facility manager, I want to integrate ConsistAI with our existing hotel management systems so that I can access real-time inventory data and guest satisfaction metrics to make informed purchasing decisions.
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Description
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The Data Integration API is designed to seamlessly connect ConsistAI with existing hotel management systems and third-party vendors. This requirement involves developing robust APIs that facilitate smooth data exchange, ensuring real-time updates on inventory and guest satisfaction. By providing a centralized data flow, this feature enhances the visibility of procurement processes and inventory levels, promoting timely decision-making and reducing the potential for stockouts or overstocking. The integration will ultimately improve the operational efficiency of hospitality managers, aligning resource allocation with actual demand derived from guest preferences.
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Acceptance Criteria
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User wants to integrate ConsistAI with their existing hotel management system to ensure real-time updates of inventory and guest satisfaction.
Given a hotel management system and ConsistAI are properly configured, when data is generated in the hotel management system, then the corresponding data appears in ConsistAI within 5 minutes.
The procurement officer needs to view the latest inventory levels in ConsistAI after integration with third-party vendors.
Given the Data Integration API is active, when the procurement officer accesses the inventory report in ConsistAI, then all inventory levels are accurately reflected and correspond to the data from the third-party vendor.
A facility manager wants to ensure that the system alerts them about low stock levels based on integrated data.
Given that integrated data from inventory management is present, when stock levels fall below a predefined threshold, then the system sends an alert to the facility manager via email and within the dashboard alert system.
The hotel management wants to analyze guest satisfaction data alongside inventory data to make informed decisions.
Given that guest satisfaction data and inventory data are integrated, when the Trend Insights Report is generated, then the report contains a comparative analysis of inventory levels and guest satisfaction trends over the last 12 months.
A procurement officer expects the system to reconcile discrepancies between guest satisfaction and inventory levels immediately after data integration.
Given that the Data Integration API has been executed successfully, when discrepancies are detected in guest satisfaction and inventory metrics, then the system prompts the procurement officer to investigate these discrepancies within 24 hours.
The system needs to maintain data integrity during the integration process to avoid inconsistencies.
Given that the API is in use for integration, when a data transaction is performed, then the system verifies and ensures that data integrity checks result in no lost or corrupted data entries during the transfer.
The system needs to track the performance of the Data Integration API over time to ensure it meets operational needs.
Given that the Data Integration API is in operational status, when the performance metrics are analyzed quarterly, then the system reports success rates of at least 95% for data synchronization and retrieval accuracy.
Automated Trend Analysis
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User Story
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As a procurement officer, I want an automated trend analysis feature in ConsistAI so that I can receive timely insights into guest preferences and adjust our inventory strategies accordingly in order to enhance guest satisfaction.
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Description
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Automated Trend Analysis functionality analyzes historical guest feedback and inventory management data to identify patterns and emerging trends over time. This requirement includes implementing machine learning algorithms to process vast amounts of data and generate actionable insights. By automating the analysis, this feature significantly reduces manual data interpretation efforts, providing managers with timely reports that help in adjusting inventory purchasing strategies. The outcome is a data-driven approach to procurement that enhances responsiveness to guest needs and market trends, thereby improving overall guest satisfaction and operational efficiency.
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Acceptance Criteria
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Analysis of Historical Data to Identify Guest Preference Trends
Given historical guest feedback data, When the Automated Trend Analysis feature is executed, Then it should identify at least five significant guest preference trends over the past year
Real-time Inventory Management Adjustments
Given the identified trends from guest preferences, When inventory levels are adjusted based on the Automated Trend Analysis, Then there should be a 20% reduction in stockouts for high-demand items within the next quarter
Integration of Machine Learning Algorithms for Data Processing
Given the machine learning algorithms have been implemented, When the system processes historical data, Then it should produce actionable insights with a reporting accuracy of 90% or higher
Periodic Report Generation for Procurement Strategies
Given the system has completed its trend analysis, When the periodic report is generated, Then it should provide at least three actionable recommendations to adjust procurement strategies based on the data insights
User Interface for Accessing Trend Insights Reports
Given a facility manager accesses the Trend Insights Report, When they navigate through the dashboard, Then they should be able to view trends visualized graphically for easy interpretation with no more than a two-click process
Feedback Collection After Implementation of Insights
Given that purchasing strategies have been adjusted based on the insights from the report, When guest feedback is collected post-implementation, Then there should be a noticeable improvement in guest satisfaction scores by at least 15% within the first six months
Interactive Dashboard
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User Story
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As a hotel manager, I want an interactive dashboard in ConsistAI so that I can visualize key metrics at a glance and make quick, informed decisions about inventory and guest satisfaction.
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Description
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The Interactive Dashboard is a visual interface that consolidates key performance indicators (KPIs) related to guest satisfaction and inventory turnover. This requirement will utilize data visualization techniques to present real-time information through charts, graphs, and tables, allowing managers to quickly assess performance metrics at a glance. The dashboard will enhance the usability of ConsistAI by providing interactive elements that enable users to filter and drill down into specific data sets. This feature aims to empower managers with visual insights that facilitate quick decision-making and strategic planning, leading to optimized procurement and improved guest experiences.
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Acceptance Criteria
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Display of Key Performance Indicators on the Interactive Dashboard
Given a user is logged into the Interactive Dashboard, When they navigate to the KPIs section, Then the dashboard must display real-time metrics for guest satisfaction and inventory turnover using charts, graphs, and tables.
User Interaction with Data Visualization Elements
Given a user is viewing the Interactive Dashboard, When they click on a specific data point in a chart or graph, Then the dashboard must provide detailed insights related to that data point without requiring a page refresh.
Filtering and Drilling Down Into Specific Data Sets
Given a user is on the Interactive Dashboard, When they apply a filter to the guest satisfaction data, Then the dashboard must instantly update to reflect the data for the specified criteria, allowing for detailed analysis of trends.
Responsiveness of the Interactive Dashboard
Given a user is accessing the Interactive Dashboard on a mobile device, When they adjust the viewport size, Then the dashboard must reorganize its layout without loss of functionality or clarity of data presentation.
User Customization of Dashboard Views
Given a user is on the Interactive Dashboard, When they customize the displayed metrics or layout options, Then the system must save these preferences and persist them across future logins.
Load Time for the Interactive Dashboard
Given a user accesses the Interactive Dashboard, When they open the dashboard for the first time, Then it must fully load within 3 seconds to ensure an optimal user experience.
Integration with Trend Insights Report
Given a user is viewing the Interactive Dashboard, When they select data linked to the Trend Insights Report, Then the dashboard must provide an option to generate the report using the selected data for further analysis.
Seasonal Demand Insights
This feature analyzes historical data to pinpoint seasonal trends in supply usage, enabling procurement officers to adjust stock levels accordingly. By clearly identifying peak and off-peak seasons, users can make informed decisions that optimize ordering schedules, reduce surplus inventory, and enhance overall operational efficiency.
Requirements
Historical Data Analysis
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User Story
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As a procurement officer, I want to analyze historical data for seasonal trends so that I can adjust stock levels accurately to meet anticipated demand throughout the year, reducing excess inventory and associated costs.
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Description
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The Historical Data Analysis requirement involves developing algorithms that analyze past procurement and usage data to identify seasonal trends in stock levels and supply usage across various categories. The feature will utilize machine learning models to forecast demand based on different seasons, allowing users to have a clear understanding of peak and off-peak periods. This analysis will enable procurement officers to adapt stock levels accordingly, ensuring optimal inventory management, reducing waste, and enhancing operational efficiency by aligning stock availability with actual demand patterns.
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Acceptance Criteria
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User analyzes historical procurement data to discern trends before placing seasonal orders.
Given the user accesses the Seasonal Demand Insights feature, when they input their selected date range, then the system should display seasonal trends in stock levels and usage patterns for the selected categories over the past two years.
User needs to understand peak and off-peak seasons to adjust inventory levels.
Given the user navigates to the seasonal trends report, when they view the system-generated report, then the data should clearly highlight peak and off-peak seasons with corresponding usage statistics and suggested adjustments for inventory levels.
Procurement officer sets stock levels according to analytical forecasts provided by the system.
Given the user reviews the recommended stock adjustments based on seasonal trends, when they confirm the proposed changes, then the system should successfully update the stock levels in the inventory management system and notify the user of the success of the update.
User evaluates the accuracy of historical data analysis compared to actual supply usage.
Given the user views the comparison report of past forecasts vs actual usage, when they review the metrics and discrepancies, then the accuracy of the model should be presented as a percentage with actionable insights for improvements.
User wants to generate a visual representation of seasonal trends for stakeholders.
Given the user selects the 'Generate Visual Report' option, when they initiate the report generation for selected categories, then the system should produce a comprehensive visual report that includes graphs and charts of seasonal trends over the past three years.
User assesses the impact of optimized ordering schedules on operational costs.
Given the user collects data on inventory costs before and after implementing recommendations from the Seasonal Demand Insights, when they analyze the cost changes, then the report should show a reduction in costs attributed to adjusted ordering schedules by at least 15% within the first quarter after implementation.
User seeks to integrate vendor data with seasonal demand insights for better procurement decisions.
Given the user accesses the integration settings, when they connect vendor data to the Seasonal Demand Insights feature, then the system should successfully incorporate that data, enabling insights that reflect both seasonal trends and vendor performance metrics for the selected supplies.
Dynamic Stock Replenishment
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User Story
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As a facility manager, I want to automatically generate replenishment orders based on seasonal demand insights so that I can maintain optimal stock levels without manual intervention, thus ensuring my operations run smoothly.
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Description
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The Dynamic Stock Replenishment requirement focuses on the automation of replenishment orders based on insights drawn from seasonal demand. This feature will enable the system to generate purchase orders dynamically when the stock falls below predefined thresholds, considering seasonal variations identified in the analytics. This integration ensures timely stock arrivals that correspond with demand fluctuations, optimizing inventory levels and minimizing stockouts during peak periods while avoiding overstocking during off-peak times, ultimately enhancing the operational workflow.
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Acceptance Criteria
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Dynamic stock replenishment triggered during a peak season for a hotel, ensuring that stock levels align with anticipated demand for high occupancy rates.
Given the demand forecast for the peak season, when stock levels fall below the predefined thresholds, then the system must automatically generate purchase orders to replenish stock accordingly.
Dynamic stock replenishment activated during an off-peak period for a restaurant, allowing procurement officers to reduce excess inventory without impacting service quality.
Given the demand analytics indicating a significant drop in supply usage, when stock levels exceed predefined thresholds, then the system must delay or cancel any automatic purchase orders.
Reviewing stock replenishment reports post-implementation of seasonal demand insights, allowing procurement officers to analyze the efficiency of the set thresholds.
Given the completion of a replenishment cycle, when the stock report is generated, then it should reflect a minimum 20% reduction in surplus inventory as compared to previous periods.
A procurement officer manually overrides the automated replenishment during an unexpected surge in demand for a specific holiday event.
Given the manual override of the automated system, when the override is activated, then the system must log the adjustments and notify the procurement officer of any discrepancies in the forecasted vs actual stock levels.
Integration testing conducted to ensure that the dynamic stock replenishment feature aligns with existing vendor systems.
Given the integration of vendor systems, when a reorder is triggered, then the system must communicate the order details to the vendor and receive a confirmation within 15 minutes.
Vendor Performance Tracking
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User Story
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As a procurement officer, I want to track vendor performance metrics in relation to seasonal demand so that I can select reliable suppliers and negotiate better terms based on their historical performance.
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Description
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The Vendor Performance Tracking requirement entails creating a feature that evaluates and tracks supplier performance over time, assessing criteria such as delivery accuracy, quality of goods, and responsiveness to demand changes. By analyzing vendor metrics alongside seasonal demand insights, procurement officers can make informed decisions regarding supplier selections, negotiate better terms, and foster strategies for improvement. This integration will drive better vendor relationships and promote overall procurement efficiency by aligning vendor capabilities with seasonal demands.
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Acceptance Criteria
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Vendor Performance Evaluation based on Delivery Accuracy.
Given a set of vendor performance data, When evaluating the delivery accuracy metrics for each vendor over the last six months, Then the system should display vendors in order of accuracy percentage, highlighting those below a set threshold of 90%.
Quality Assessment of Goods Supplied by Vendors.
Given the historical data on the quality of goods delivered by each vendor, When compiling quality scores based on user feedback and delivery logs, Then the system should automatically calculate and display an average quality score for each vendor, marking those scoring below the acceptable level of 75%.
Responsiveness Analysis of Vendors to Demand Changes.
Given records of vendor responsiveness to order changes, When analyzing past adjustments made to orders within a 24-hour period, Then the system should generate a report showing the average response time for each vendor, clearly indicating those taking longer than 12 hours to respond.
Integration of Vendor Metrics with Seasonal Demand Insights.
Given the seasonal demand insights, When correlating these insights with vendor performance metrics, Then the system should provide a visual representation indicating how vendor performance aligns with seasonal trends, enabling easy identification of potential mismatches.
Vendor Relationship Improvement Tracking.
Given a record of vendor interactions and procurement decisions, When measuring the impact of these decisions on vendor relationships, Then the system should track changes in order frequency and total spend per vendor over time, indicating a forward or backward trend in the relationship.
User Notification for Underperforming Vendors.
Given metrics indicating underperformance in a vendor's delivery accuracy or quality, When such underperformance is detected, Then the system should automatically send a notification to the procurement officer, advising of potential actions to improve vendor performance.
Negotiation Strategy Development Based on Vendor Performance Data.
Given the vendor performance metrics, When analyzing all vendor scores and delivery performance, Then the system should generate a comprehensive negotiation strategy document highlighting the strengths and weaknesses of each vendor for informed negotiations.
Customizable Reporting Dashboard
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User Story
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As a facility manager, I want to customize my reporting dashboard to visualize seasonal demand and inventory levels so that I can make informed decisions quickly regarding stock adjustments and procurement strategies.
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Description
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The Customizable Reporting Dashboard requirement will provide users with an interactive and flexible reporting interface that allows them to create tailored reports reflecting seasonal demand insights, supplier performance, and inventory status at a glance. Users can filter and visualize data points according to specific needs, enabling precise decision-making processes. This feature will empower users to monitor key metrics effectively, leading to informed business strategies and enhanced operational effectiveness.
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Acceptance Criteria
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User wants to generate a report showing seasonal trends in stock usage to inform ordering decisions for peak season.
Given the user selects the 'Seasonal Trends' report type, when they apply filters for the specified season, then the dashboard displays a visual representation of stock usage trends for that season.
A procurement officer needs to assess supplier performance over the past quarter based on delivery times and product quality.
Given the user selects the 'Supplier Performance' report type, when they specify the time range and select performance metrics, then the dashboard generates a report that lists suppliers ranked by performance metrics with visual graphs.
A facility manager wants to review current inventory levels compared to historical usage to optimize stock levels.
Given the user navigates to the 'Inventory Status' section, when they input their current inventory data and select a historical period for comparison, then the dashboard displays a side-by-side comparison of current stock versus historical usage with recommendations for adjustments.
The user aims to create a comprehensive report to visualize supply usage, including seasonal trends and inventory shortages.
Given the user accesses the report builder feature, when they drag and drop selected data points (seasonal trends, inventory levels, supplier performance) into the report layout, then the dashboard allows for customization and displays the integrated report seamlessly.
Management requires a summary report highlighting the effectiveness of inventory adjustments made over the last year.
Given the user selects 'Summary Report' from the available options, when they specify metrics to include (e.g., waste reduction, cost savings), then the dashboard provides a summarized report with visual elements to illustrate these metrics over the year.
A user is interested in generating an ad-hoc report to analyze supply demand fluctuations due to recent events.
Given the user clicks on the 'Ad-hoc Report' feature, when they input criteria based on recent events and timeframes, then the dashboard accurately generates a report illustrating the impact of events on supply demand, with clear graphical representations.
The facility manager is tasked with evaluating inventory turnover rates before and after implementing new procurement strategies.
Given the user enters the relevant time periods and selects 'Turnover Rate' as a metric, when the report runs, then the dashboard showcases the before-and-after turnover rates with visual aids and insights.
Alerts and Notifications System
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User Story
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As a procurement officer, I want to receive automated alerts and notifications regarding stock levels and vendor performance so that I can act promptly and prevent supply chain disruptions.
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Description
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The Alerts and Notifications System requirement will introduce a customizable feature to provide automated alerts based on certain thresholds related to stock levels, vendor reliability, and projected demand shifts identified through seasonal analysis. Users will receive real-time notifications for instances such as low stock alerts, vendor performance issues, or significant demand fluctuation forecasts. This proactive system aims to minimize reactive management and improve planning capabilities, allowing teams to respond swiftly to potential issues before they escalate.
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Acceptance Criteria
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Low Stock Alert Notification for Inventory Replenishment
Given the current stock level is below the predefined threshold for any item, when the system detects this condition, then a low stock alert notification should be sent to the procurement officer's dashboard and email within 5 minutes.
Vendor Performance Issue Notification
Given there is a significant delay in vendor delivery times exceeding the acceptable range, when the system identifies this issue, then an alert regarding the vendor performance must be triggered and sent to the relevant stakeholders immediately for review.
Significant Demand Fluctuation Alert based on Seasonal Trends
Given that the system has analyzed data indicating an unexpected demand increase of 20% or more compared to historical seasonal averages, when this threshold is reached, then a notification alerting procurement officers should be generated and sent within 10 minutes of detection.
Customizable Notification Settings for Alerts
Given the system allows users to set preferences for the types of alerts they wish to receive, when these preferences are saved, then the notifications must be adjusted accordingly, accurately reflecting user selections for low stock and vendor issues.
Integration with Existing Procurement Systems for Alert Notifications
Given that the Alerts and Notifications System is integrated with external procurement tools, when alerts are generated, then these notifications should also be sent to those external platforms without delay, ensuring continuity in communication.
Real-Time Tracking of Notifications and Alerts
Given the implementation of the Alerts and Notifications System, when a notification is sent, then it should be logged in the user's activity report with a timestamp and notification type for traceability and auditing purposes.
User Acknowledgment of Notifications Received
Given that a notification has been sent to the user, when the user acknowledges receipt of the alert, then the system should record this acknowledgment and update the status of the alert accordingly to prevent repeated notifications.
Event-Driven Demand Forecasting
Leveraging data from upcoming events, this feature predicts spikes in demand that may arise due to holidays, local festivities, or events at the venue. By tapping into these insights, procurement officers can preemptively stock supplies, avoiding shortages during critical times while ensuring guest satisfaction.
Requirements
Event-Based Demand Prediction
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User Story
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As a procurement officer, I want to receive forecasts based on upcoming events so that I can stock supplies ahead of time and avoid shortages during peak periods.
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Description
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The Event-Based Demand Prediction requirement involves using historical data and event schedules to forecast inventory needs during peak periods. This feature will incorporate machine learning algorithms to analyze data from past events and current trends, providing procurement officers with accurate predictions that allow timely stock replenishment. By leveraging upcoming event data, the system will enhance the accuracy of demand forecasts, leading to optimized inventory levels, reduced waste, and improved guest satisfaction during high-demand periods. This capability is crucial for maintaining service quality and operational efficiency when managing seasonal spikes in demand, ensuring the right products are available when needed most.
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Acceptance Criteria
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Forecasting Inventory Needs for a Major Holiday Season
Given historical sales data and upcoming event schedules, when triggered by a holiday being added to the calendar, then the system should generate a demand forecast report showing suggested inventory levels for the next four weeks, including recommended stock quantities for high-turnover items.
Adjustment of Forecasts Based on Real-Time Sales Data
Given real-time sales data during a local festival event, when the actual sales exceed the forecasted demand by more than 20% within the first two days, then the system should automatically adjust the forecast and suggest additional stock replenishments needed for the following days.
Impact of External Factors on Demand Prediction
Given a major local event with high expected attendance, when details of the event are entered into the system, then the demand prediction algorithm should account for this event by adjusting forecasts for relevant inventory categories accordingly by at least a 30% increase over standard forecasts.
Vendor Notification for Stock Replenishment
Given a successfully updated demand forecast, when stock levels fall below the recommended thresholds as indicated in the forecast report, then the system should automatically notify the relevant vendors of the replenishment requirements with a purchase order template ready to send.
User Interface Display of Demand Predictions
Given a logged-in procurement officer, when they access the dashboard on ConsistAI, then the demand predictions should be displayed visually with clear indicators for high, medium, and low-demand items, enabling quick decision-making.
Evaluation of Demand Prediction Accuracy
Given a set of inventory stocks and actual sales data from the past twelve months, when the system evaluates the prediction accuracy, then it should report an accuracy rate of at least 85% for events predicted with historical data.
Automated Inventory Alerts
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User Story
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As a procurement officer, I want to receive automated alerts when stock is low so that I can take timely action and ensure we’re adequately prepared for upcoming demands.
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Description
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The Automated Inventory Alerts feature will notify procurement officers when stock levels are predicted to reach critical thresholds based on the event-driven forecasts. This requirement will involve setting up alert parameters that automatically trigger notifications via email or within the platform whenever stocks are low or predicted to diminish significantly due to upcoming demand. By implementing this feature, teams can respond proactively to inventory challenges, streamline procurement processes, and maintain operational stability, thus ensuring high service continuity during busy periods without service interruption.
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Acceptance Criteria
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Procurement officers receive automated alerts when inventory levels drop below predefined thresholds in preparation for a holiday event.
Given the inventory of a critical item, when the stock level reaches the defined threshold, then an automatic alert is sent to the procurement officer via email and within the platform.
The system integrates seamlessly with existing vendor management solutions to ensure alerts reflect real-time inventory data.
Given the integration with vendor systems, when stock levels update in the vendor database, then the alert system reflects the updated levels within 5 minutes.
The system allows users to customize the alert parameters based on different events and demand scenarios.
Given access to the alert configuration settings, when a user sets new threshold levels for an event, then the system saves and applies these settings to the inventory alerts.
Procurement officers can view a historical log of alerts to analyze procurement patterns.
Given that alerts have been triggered, when a user accesses the alerts history, then they can view a log of all past alerts along with dates, stock levels, and item details.
The alert notification specifies which item is low and provides suggestions for replenishment quantities.
Given a triggered alert, when a procurement officer receives the notification, then the message includes the specific item name, current stock level, and suggested reorder quantity based on forecasted demand.
Procurement officers can acknowledge receipt of alerts to track response actions.
Given an alert notification, when a procurement officer acknowledges the alert, then the system records the acknowledgment and timestamp against that alert in the history log.
The alert system is tested under load to ensure reliability during peak operational periods.
Given a load test scenario simulating a high volume of demand events, when alerts are triggered based on the forecast, then all alerts are sent without failure during the test.
Flexibility in Supplier Management
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User Story
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As a procurement officer, I want to have the ability to adjust supplier contracts based on forecasted demand so that I can optimize procurement strategies and ensure the best pricing and availability of supplies.
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Description
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The Flexibility in Supplier Management requirement enables procurement officers to easily manage and adjust supplier contracts based on forecasts for demand stemming from events. This functionality will allow users to negotiate terms, manage ordering quantities, and prioritize suppliers during peak seasons based on historical performance and upcoming needs. By providing a streamlined process for supplier negotiations and adjustments, this feature ensures that procurement strategies are agile and responsive, leading to better supplier relationships and optimized costs during high-demand periods.
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Acceptance Criteria
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Supplier renegotiation based on event-driven demand forecasts during peak holiday seasons.
Given the demand forecast indicates increased demand during the holiday season, When the procurement officer accesses the supplier management module, Then they should be able to view all current supplier contracts and initiate renegotiation with selected suppliers based on updated demand predictions.
Adjusting supplier quantities based on real-time event data.
Given that an upcoming event is projected to increase guest capacity, When the procurement officer reviews the stock levels in relation to the event's forecasted demand, Then they should be able to adjust order quantities accordingly and save the changes in the system.
Prioritizing suppliers based on historical performance data during peak events.
Given a list of suppliers and their historical performance ratings, When the procurement officer filters the suppliers for the upcoming peak event, Then the system should display a recommended list of suppliers ranked by performance score.
Notification system for potential supply shortages based on demand forecasts.
Given an impending event that is likely to cause increased demand, When the predicted stock levels fall below a predefined threshold, Then the procurement officer should receive an automatic notification alerting them to potential supply shortages.
Comprehensive reporting features for supplier performance during high-demand periods.
Given the procurement officer requires analysis on supplier performance for previous high-demand events, When they generate a report, Then the report should include metrics such as order fulfillment rates, on-time delivery, and cost efficiency for each supplier used in those periods.
Integration of vendor responses to contract changes.
Given that supplier contracts have been re-negotiated, When a supplier accepts the new terms, Then the system should automatically update the procurement officer's dashboard to reflect the new agreement status and details.
Audit trail for supplier management activities during event periods.
Given that the procurement officer has made changes to supplier contracts and orders, When they access the audit log, Then they should see a complete history of actions taken, including timestamps, user details, and changes made for transparency and accountability.
Comprehensive Reporting Dashboard
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User Story
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As a procurement officer, I want to access a comprehensive reporting dashboard so that I can have a complete view of my inventory and demand forecasts, enabling better decision-making and proactive management.
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Description
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The Comprehensive Reporting Dashboard requirement will provide procurement officers with an interactive view of inventory levels, demand forecasts, and order statuses in real-time. This dashboard will integrate various data sources, offering visual representations of inventory performance, supplier reliability, and demand trends related to events. By utilizing this reporting capability, users can make better-informed decisions and quickly identify potential supply chain issues. Comprehensive analytics will enhance overall operational intelligence and foster strategic planning.
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Acceptance Criteria
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Real-time Inventory Monitoring for Events
Given a scheduled event, when the dashboard is accessed, then the inventory levels should accurately reflect stock quantities for supplies related to the event, updated in real-time.
Forecast Accuracy Measurement
Given historical data from past events, when the demand forecasting feature is utilized, then the forecast results should have at least a 90% accuracy rate compared to actual demand during similar past events.
Supplier Performance Visualization
Given a list of suppliers, when the dashboard is queried for supplier performance, then it should display reliability metrics including delivery times and order accuracy within a graphical format.
Interactive Dashboard Usability Testing
Given the Comprehensive Reporting Dashboard, when users interact with the dashboard, then all functionality (filters, sorting, and data visualization) should be intuitive and require no more than two clicks for access to any feature.
Notification Alerts for Low Inventory
Given the threshold levels set for inventory, when stock levels fall below the threshold, then the system should automatically trigger a notification alert to relevant procurement officers.
Integration with External Data Sources
Given external data sources such as sales data and event calendars, when the dashboard is updated, then it should successfully integrate and display data without errors, ensuring data consistency.
User Role Customization
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User Story
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As a facility manager, I want to customize user roles and access levels so that each team member can access the most relevant information according to their responsibilities.
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Description
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The User Role Customization requirement will allow different stakeholders within the hospitality management platform to have tailored access and capabilities based on their roles. For instance, procurement officers may see inventory and supplier metrics, while managers may focus on overall event performance. This customization enhances user experience and ensures that pertinent information is easily accessible, leading to improved teamwork and efficiency across departments.
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Acceptance Criteria
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Procurement officers log into the ConsistAI platform to customize their dashboards and view inventory and supplier metrics relevant to their role.
Given the procurement officer role is selected, When the user accesses the dashboard, Then the system should display the inventory and supplier metrics tailored to the procurement officer.
Managers access the ConsistAI platform to review overall event performance and relevant metrics that impact their decision-making process.
Given the manager role is selected, When the user navigates to the event performance section, Then the system should present the event performance metrics and insights specific to the manager's role.
A facility manager attempts to adjust user roles within the ConsistAI platform to ensure proper access to various stakeholders.
Given the facility manager is logged in, When they access the user management section, Then they should be able to customize and assign roles to different users accurately.
A user in the procurement officer role receives a notification about a critical stock shortage prior to a major event.
Given the procurement officer is logged in, When a stock level falls below the threshold, Then the system should automatically notify the procurement officer of the shortage in advance.
Multiple users from various roles access the ConsistAI platform to collaborate on procurement and event planning.
Given users from different roles are logged in, When they access the collaborative events dashboard, Then they should see role-appropriate data without any unauthorized access to metrics.
A user tries to access a metric that is restricted to other roles within the ConsistAI platform.
Given a user without appropriate permissions tries to view restricted metrics, When the access attempt is made, Then the system should deny access and inform the user of their role limitations.
An administrator audits user access logs to ensure compliance with customized role settings in the ConsistAI platform.
Given the administrator is logged in, When they access the user access logs, Then the system should accurately display the access history and permissions for each user role.
Dynamic Supply Adjustments
This feature empowers users to set automatic supply adjustments based on predictive insights. With the ability to proactively modify order quantities in real-time, procurement officers can ensure that inventory aligns perfectly with forecasted demand, effectively reducing excess waste and increasing cost savings.
Requirements
Predictive Analytics Integration
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User Story
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As a procurement officer, I want to access predictive analytics insights so that I can make informed decisions about inventory levels and ordering quantities based on accurate demand forecasts.
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Description
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This requirement involves integrating advanced predictive analytics algorithms that analyze historical consumption data and trends to forecast future supply needs accurately. By leveraging machine learning models, the system will enable procurement officers to anticipate demand changes proactively, ensuring that the inventory is aligned with real-time operational needs. This integration enhances the feature's capability to minimize excess stock levels, reduce waste, and optimize ordering processes, ultimately leading to cost efficiency and improved resource management within the hospitality sector.
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Acceptance Criteria
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Predictive analytics is utilized in a busy hotel environment where procurement officers must quickly adjust inventory levels during peak seasons based on forecasted guest occupancy and historical consumption patterns.
Given that the predictive analytics algorithm has been integrated, when a spike in booking is detected, then the system should automatically suggest increased order quantities for high-demand items, reducing manual input by the procurement team by at least 50%.
A restaurant utilizes the predictive analytics feature to forecast demand for a special event, analyzing past similar events to determine stock needs.
Given the historical data from previous events, when the event date approaches, then the system should generate a report estimating necessary supply quantities and adjustments should be made with at least 90% accuracy to actual needs.
A procurement officer at a resort reviews inventory reports to determine order adjustments based on predictive insights during a seasonal transition.
Given that the predictive analytics tool is operational, when the seasonal transition is detected, then the system should propose a detailed list of modifications for all relevant stock items, resulting in at least a 25% reduction in overstocks by the end of the season.
The predictive model is used to inform inventory adjustments for a new menu launch in a hotel restaurant, reflecting anticipated guest preferences.
Given the new menu items have been introduced, when inputted into the system, then predictive analytics should provide expected demand for the items, allowing for precise inventory adjustments that result in at least a 20% decrease in food waste for those items.
A procurement officer is assessing the effectiveness of the predictive analytics integration over a quarter, focusing on its impact on inventory costs and waste.
Given the integration of predictive analytics over the last quarter, when analyzing inventory costs and waste metrics, then the officer should observe a minimum 30% reduction in waste and a 15% reduction in overall procurement costs.
The feature is tested in a multi-property environment where different hotel branches have varying demands based on location and events.
Given that the system is running in a multi-property scenario, when demand fluctuations occur across properties, then the predictive analytics should provide unique supply adjustment recommendations for each property, improving overall inventory alignment by 40% across the network.
Real-time Inventory Tracking
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User Story
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As a facility manager, I want to see real-time inventory levels so that I can quickly address any supply issues and optimize stock management.
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Description
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The requirement focuses on developing a real-time inventory tracking module that provides users with up-to-minute updates on stock levels. Users should be able to view current inventory across different categories and locations, helping them make quick and informed decisions about supply adjustments. By tracking supply levels in real-time, the feature includes alerts for low stock or overstock situations, facilitating proactive management and potential cost savings. This capability is crucial for enhancing operational efficiency and ensuring seamless supply chain management.
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Acceptance Criteria
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Real-time tracking of inventory levels across multiple locations during peak operational hours to ensure supply meets demand and alerts are generated for any discrepancies.
Given that the inventory tracking system is active, when a stock level is updated, then the dashboard should reflect the new stock level within 30 seconds.
Notification system triggering alerts for low stock levels during inventory audits conducted at various times of the day to prevent stockouts.
Given that an inventory item reaches the predefined low stock threshold, when the threshold is breached, then an alert should be sent to the procurement officer via email and mobile notification.
Users need to view real-time inventory data across various categories to make informed purchasing decisions before the next order cycle.
Given that the user is logged into the system, when they navigate to the inventory dashboard, then they should see an accurate representation of the current stock levels for all categories displayed in real-time.
Procurement officers adjusting order quantities based on real-time data insights during a planned stock replenishment meeting to optimize purchasing.
Given that the user has real-time inventory data available, when they review the inventory levels, then they should have the ability to adjust order quantities directly from the dashboard without delay.
Implementing alerts and reports for overstock situations at the end of each day, allowing for quick management decisions.
Given that the inventory tracking system has processed the day’s transactions, when it identifies overstock items, then it should generate a daily report and send an alert to the responsible procurement officer.
Ensuring the synchronization of inventory data between different locations and the central management system to maintain accuracy.
Given that inventory data is being collected from multiple locations, when any update is made at one location, then the changes should be reflected across all locations in the central management system within 1 minute.
Automated Supply Adjustment Algorithms
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User Story
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As a procurement officer, I want the system to automatically adjust our order quantities based on current stock and predicted demand so that I can save time and reduce waste.
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Description
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This requirement details the development of automated algorithms that can adjust order quantities dynamically based on predictive insights and current inventory levels. The algorithms will analyze various factors such as consumption patterns, supplier lead times, and seasonal trends to ensure that automated orders are optimized, thus reducing manual intervention. This enhancement is vital in maintaining an optimal supply flow and reducing unnecessary expenditures due to over-ordering or stockouts, thereby streamlining procurement processes within the hospitality industry.
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Acceptance Criteria
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Procurement officers at a hotel receive accurate automated supply adjustments after integrating current inventory levels with predictive insights.
Given that the current inventory level is below the threshold, when the predictive algorithm analyzes consumption patterns, Then the system should automatically adjust the order quantity to meet the forecasted demand without manual intervention.
A restaurant experiences seasonal variations in guest numbers and wants to optimize its supply orders accordingly.
Given that the system is set to account for seasonal trends, when the month transitions to a peak season, Then the automated algorithms should increase order quantities by at least 20% based on historical data.
Staff members notice discrepancies between expected inventory levels and actual supplies delivered due to supplier lead times.
Given that the supplier lead times have been inputted into the system, when an order is generated, Then the algorithm should adjust the order timing to ensure supplies arrive just in time, maintaining a 95% on-time delivery rate.
A newly appointed procurement officer needs to rely on the system to minimize the workload and streamline operations during initial onboarding.
Given that the procurement officer is new, when they set the initial thresholds for inventory levels, Then the automated system should accurately adjust order quantities without requiring additional approvals for 90% of orders in the first month.
Hotels develop a strategy to enhance guest experience by minimizing stockouts of high-demand items.
Given that the system analyzes demand forecasting for popular items, when the demand forecast indicates a high likelihood of stockouts, Then the automated algorithms should raise order quantities proactively by at least 30% to prevent stockouts.
Vendors receive updated supply orders seamlessly without delays in the ordering process via the platform.
Given that the automated supply adjustment algorithm has processed an adjusted order, when an order is finalized, Then the system should automatically send the order details to the corresponding vendor within 5 minutes.
Facilities management teams seek to evaluate the effectiveness of the new automated supply adjustments.
Given that the algorithms have been in use for a quarter, when the team reviews inventory management reports, Then they should observe a 25% reduction in excess waste and a 15% cost reduction compared to the previous quarter.
Seamless Vendor Integration
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User Story
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As a procurement officer, I want to connect the platform with our vendors’ systems so that I can streamline our ordering processes and reduce order errors.
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Description
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This requirement encompasses the integration process with various vendor systems, allowing for direct communication and order placement through the platform. Users should be able to view vendor availability, pricing, and lead times to make quick purchase decisions. Additionally, integration will enable automated reordering based on set parameters, aligning supplier capabilities with the company’s predictive inventory needs. This seamless connection is crucial for improving the efficiency of the procurement process and ensuring timely supply delivery, which ultimately enhances service delivery quality in hospitality.
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Acceptance Criteria
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Integration with Vendor Systems for Real-Time Inventory Updates
Given a vendor's system is connected to ConsistAI, when inventory levels change at the vendor's side, then the platform should automatically reflect the new availability and quantities within 5 minutes.
Automatic Order Placement Based on Predicted Demand
Given that the predictive insights indicate a need to replenish stock, when the procurement officer configures reorder parameters, then the system should automatically place the order with the designated vendor without manual input.
Viewing Vendor Pricing and Lead Times
Given the procurement officer accesses the vendor integration dashboard, when they select a vendor, then they should see current pricing and lead times, ensuring they can make informed purchasing decisions.
Automated Reordering Based on Set Parameters
Given the inventory levels reach a predefined threshold, when this threshold is crossed, then the system should automatically initiate an order with the preselected vendor based on configured settings without user intervention.
Error Handling for Failed Vendor Communication
Given a failure in communication with a vendor's system, when this occurs, then the system should notify the procurement officer and log the error details for future analysis.
Confirmation of Order Placement
Given an order has been successfully placed with a vendor, when the vendor confirms receipt of the order, then the system should update the procurement dashboard to reflect the order status and expected delivery date.
User Access Control for Vendor Integration Features
Given multiple users within the ConsistAI platform, when a procurement officer attempts to access vendor integration features, then the system should enforce role-based access control, allowing only authorized personnel to view and manage vendor settings.
User-friendly Dashboard Enhancements
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User Story
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As a procurement officer, I want an easy-to-navigate dashboard that visually represents all critical inventory data so that I can make faster and more informed decisions regarding supply adjustments.
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Description
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This requirement outlines enhancements to the existing dashboard that will improve user experience for procurement officers and facility managers. The dashboard should provide intuitive, visual representations of inventory levels, trends, alerts, and predictive analytics insights. Additionally, it should allow customization, enabling users to prioritize information that is critical for their operations. Enhancements in the dashboard support usability, allowing users to make quicker, data-driven decisions, enhancing overall operational efficiency.
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Acceptance Criteria
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Dashboard Display of Inventory Levels
Given I am a procurement officer, when I access the dashboard, then I should see dynamic visual representations of current inventory levels for all stock items categorized by status (low, medium, high).
Customizable Alert Settings
Given I am a facility manager, when I modify my alert preferences in the dashboard settings, then the system should save and reflect my customized alert thresholds for inventory tracking.
Trend Analysis Visualization
Given I am reviewing past inventory trends, when I select a period (daily, weekly, monthly) on the dashboard, then I should be presented with graphical representations of inventory usage and trends over that specified time frame.
Predictive Analytics Insights Availability
Given that predictive analytics insights are generated by the platform, when I access the dashboard, then I should see predictive insights prominently displayed for each inventory category, indicating potential future needs.
User Experience and Usability Testing
Given that a group of procurement officers and facility managers have tested the updated dashboard, when surveyed for feedback, then at least 85% of users should report improved usability and satisfaction with the new interface design.
Real-Time Data Updates
Given that inventory levels are adjusted through supply adjustments, when an adjustment is made, then the dashboard should reflect the updated inventory levels in real-time, without requiring a manual refresh.
Guest Preference Analytics
By correlating historical guest feedback with supply usage patterns, this feature provides actionable insights into guest preferences and trends. This allows procurement officers to tailor their inventory selections to align with the desires of their guests, leading to enhanced satisfaction and retention.
Requirements
Historical Data Correlation
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User Story
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As a procurement officer, I want to analyze historical guest feedback alongside supply usage patterns so that I can optimize our inventory selection to better align with guest preferences and enhance their overall experience.
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Description
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This requirement focuses on the ability to analyze historical guest feedback and correlate it with supply usage patterns to derive insights into guest preferences. The function should allow procurement officers to access, filter, and visualize this correlated data effectively through the platform's dashboard. This analysis will empower users with actionable insights that enable precise inventory management and selection, ensuring that guest preferences are consistently met. Implementing this requirement will enhance overall guest satisfaction and retention by tailoring offerings according to real-time demand and historical preferences, aligning inventory more closely with user desires.
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Acceptance Criteria
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Guest Preference Data Visualization and Analysis
Given the procurement officer accesses the ConsistAI dashboard, when they select the historical guest feedback and supply usage data, then the system should display a visual correlation of the two data sets including graphs and charts that present insights clearly and concisely.
Filtering Historical Data for Relevant Insights
Given the procurement officer wants to analyze specific periods or categories, when they apply filtering options to the historical data, then the system should retrieve and display only the relevant data points that meet the selected criteria.
Accessing Actionable Insights from Correlated Data
Given the correlated data is available on the dashboard, when the procurement officer reviews the insights section, then they should be able to view at least three actionable recommendations based on guest preferences derived from the analysis.
Integration with Inventory Management System
Given that the correlated guest preference data is analyzed, when the procurement officer decides to make inventory changes, then the system should allow them to seamlessly update inventory levels and items based on the insights obtained.
Real-Time Data Updates for Continuous Insights
Given the system has access to real-time guest feedback, when new feedback is received, then the correlated data analysis should update automatically within 30 minutes on the dashboard to reflect the latest insights.
User Training for Effective Utilization of Analytics Features
Given that new features are added to the dashboard, when the procurement officer completes training on how to use guest preference analytics, then they should successfully demonstrate an understanding of the feature by correctly executing at least three analysis tasks.
Predictive Analytics for Trends
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User Story
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As a procurement officer, I want to use predictive analytics to forecast trends in guest preferences so that I can adjust our inventory proactively and ensure we are always meeting guest demands.
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Description
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This requirement entails the implementation of a predictive analytics model that utilizes historical guest feedback and supply usage to forecast upcoming trends in guest preferences. The system must analyze this data to identify patterns and predict future supply needs, allowing procurement officers to adjust inventory proactively. This feature shall improve stock management and reduce both excess inventory and stockouts, leading to higher guest satisfaction and efficient resource utilization. By offering actionable trend forecasts, this requirement plays a critical role in maintaining an optimal supply chain that meets evolving guest expectations.
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Acceptance Criteria
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Forecasting Guest Preferences Based on Historical Feedback
Given a collection of historical guest feedback data, when the predictive analytics model processes this data, then it should accurately identify at least three emerging trends in guest preferences over the next month.
Proactive Inventory Adjustment by Procurement Officers
Given the predicted trends from the analytics model, when procurement officers adjust their inventory selections, then inventory levels should align with the forecasted demand by at least 85% within the first month of implementation.
Reduction of Stockouts and Excess Inventory
Given the predictive analytics data, when the procurement process is modified based on trends, then the system must demonstrate a reduction in stockouts and excess inventory by 20% within three months post-implementation.
Impact of Analytics on Guest Satisfaction
Given the implementation of the predictive analytics feature, when analyzing guest satisfaction surveys, then at least 75% of guests should report improved satisfaction related to the availability of their preferred items over the next quarter.
Vendor Integration for Automated Replenishment
Given the results from trend predictions, when the system communicates with vendors for stock replenishment, then it should automatically reorder items without human intervention at least 90% of the time, ensuring timely inventory restocking.
Dashboard Visualization of Predictive Insights
Given the predictive analytics output, when procurement officers access the dashboard, then all trends and forecasts should be clearly visualized in an accessible format that allows for immediate decision-making.
Training for Procurement Officers on New Feature
Given the rollout of the predictive analytics model, when training sessions are conducted, then at least 90% of the procurement officers should demonstrate proficiency in utilizing the feature within one week post-training.
User-Friendly Dashboard Integration
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User Story
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As a procurement officer, I want a user-friendly dashboard that visualizes guest preference analytics so that I can quickly understand the data and make informed inventory decisions.
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Description
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This requirement is focused on developing an intuitive dashboard that consolidates guest preference analytics data and presents it in a user-friendly manner. The dashboard should allow users to visualize data trends, track preferences over time, and receive tailored recommendations for inventory adjustments. This user interface must be designed with the end-users in mind, ensuring ease of navigation and comprehension, which will enable procurement officers to make data-driven decisions swiftly. A more accessible dashboard enhances the overall usability of the platform and directly contributes to improved operational efficiency and guest satisfaction.
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Acceptance Criteria
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As a procurement officer, I access the dashboard during the weekly inventory review meeting to analyze guest preference trends over the past month.
Given that I am on the dashboard, when I navigate to the guest preference analytics section, then I can view a graphical representation of guest preferences segmented by category for the past month, with easy comparisons to previous periods.
As a procurement officer, I wish to adjust inventory based on guest preferences, using the dashboard to guide my decisions.
Given that I am utilizing the dashboard, when I click on a specific preference trend, then I can see tailored inventory recommendations based on that preference, including quantity suggestions and potential vendors.
As a facility manager, I want to ensure that the dashboard is user-friendly for my team, facilitating smooth navigation and comprehension.
Given that the dashboard has been implemented, when a new user undergoes training on the dashboard, then they should be able to complete a specified set of tasks (e.g., viewing trends, accessing recommendations) without guidance within 10 minutes.
As a procurement officer tracking guest preferences, I need to receive alerts for significant changes in preference trends to adjust inventory proactively.
Given that I have set up preference trend alerts, when there is a 20% increase or decrease in any guest preference, then I should receive an automatic notification via email.
As a procurement officer, I need to export guest preference analytics data from the dashboard for deeper analysis.
Given that I am viewing the guest preference analytics, when I select the export option, then I am able to download the data in both CSV and PDF formats without errors.
As a team member reviewing the dashboard, I require insightful tooltips that explain the data visualizations for better understanding.
Given that I am hovering over a data visualization on the dashboard, when I pause over any element, then I see a tooltip that provides clear and concise definitions of the data being displayed.
Vendor Integration for Real-Time Data
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User Story
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As a procurement officer, I want real-time integration with vendor systems so that I can access up-to-date inventory data and manage stock levels effectively in response to guest preferences.
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Description
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This requirement involves seamless integration with external vendor systems to provide real-time data regarding inventory levels and supply usage. The integration should facilitate automated updates to the inventory status based on actual consumption patterns, enabling procurement officers to make informed decisions based on accurate, real-time data. This capability is essential for maintaining an adaptive inventory management system that responds quickly to both guest preferences and supply availability. Real-time integration maximizes responsiveness and minimizes waste, aligning operational capabilities with guest expectations.
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Acceptance Criteria
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Integration of Real-Time Data from Vendors during Peak Season Operations
Given a peak season scenario, when inventory levels from external vendors are updated in real-time, then procurement officers should see accurate stock status reflected in the ConsistAI dashboard within 5 minutes of the update.
Automated Inventory Replenishment Triggered by Real-Time Usage Data
Given real-time data on supply usage patterns, when a threshold level is reached, then the system should automatically trigger a replenishment order from the appropriate vendor within 10 minutes.
User Access to Vendor Data for Decision Making
Given that a procurement officer logs into the ConsistAI platform, when they access the vendor integration section, then they should be able to view detailed real-time inventory levels and historical supply usage data for each vendor.
System Performance During High Data Load
Given a scenario of high data load during vendor updates, when the integration pulls real-time data, then the system should not experience latency longer than 3 seconds.
Notification System for Inventory Alerts
Given that the vendor integration is active, when inventory levels fall below specified thresholds, then procurement officers should receive notifications via the ConsistAI dashboard and email alerts.
Error Handling for Vendor Data Integration Failures
Given a failure in real-time data integration with a vendor, when an error occurs, then the system should log the error and notify the procurement officer within 2 minutes, enabling a quick resolution.
User Training and Familiarization with Vendor Integration Tools
Given that the vendor integration is implemented, when conducting a training session, then at least 90% of participants should demonstrate understanding of how to utilize real-time data for inventory management by the end of the session.
Feedback Loop Mechanism
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User Story
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As a procurement officer, I want to implement a feedback loop mechanism where guests can share their feedback on inventory items so that I can continuously enhance our offerings based on guest input.
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Description
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This requirement entails the development of a feedback loop mechanism where procurement officers can receive and analyze guest feedback directly related to inventory items. This should include automated surveys and ratings for specific items, as well as the ability for guests to provide comments about their preferences. Analyzing this feedback helps procurement officers adjust inventory selections based on real-time guest insights, thereby promoting a more guest-centric approach to inventory management. By closing the feedback loop on inventory items, this feature solidifies a direct connection between guest experience and procurement decisions, ensuring that offerings consistently meet expectations.
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Acceptance Criteria
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Procurement officers receive automated surveys post-stay to gather guest feedback on inventory items.
Given a guest has completed their stay, when the automated survey is sent, then the survey should include specific inventory items for rating and comments.
Guests can provide ratings and comments for inventory items used during their stay through a user-friendly mobile interface.
Given a guest is using the mobile app, when they select an inventory item, then they must be able to provide a rating from 1 to 5 and leave a comment.
Procurement officers analyze the feedback collected to identify trends and preferences regarding inventory items.
Given feedback has been collected, when the procurement officer accesses the analytics dashboard, then they should see actionable insights and trends based on guest preferences.
The system aggregates guest feedback on a specific inventory item into a summary report for procurement officers.
Given multiple feedback entries for an inventory item, when the report is generated, then it should reflect the average rating and common comments provided by guests.
The feedback loop mechanism allows for timely adjustments in inventory based on guest feedback.
Given feedback indicates a low rating for an inventory item, when the procurement officer reviews the feedback, then they should be able to make recommendations for alternative items based on guest preferences.
Integrated Supplier Collaboration
This feature facilitates direct communication with suppliers based on predictive demand insights. By sharing forecast data with vendors, procurement officers can align order schedules and quantities more effectively, ensuring timely deliveries and promoting stronger supplier relationships.
Requirements
Real-time Demand Sharing
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User Story
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As a procurement officer, I want to share real-time demand forecasts with suppliers so that I can ensure timely deliveries and optimize inventory levels based on accurate data.
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Description
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The Real-time Demand Sharing requirement will enable procurement officers to seamlessly share predictive demand insights with suppliers through the ConsistAI platform. This feature will leverage API integrations to ensure that forecasted data is up-to-date and accurately reflects current inventory levels and expected needs. The functionality is crucial as it ensures that suppliers are aware of the latest data, facilitating timely deliveries and stock adjustments. Enhanced communication results in better alignment between procurement schedules and supplier deliveries, promoting stronger relationships and reducing stockouts or overstock scenarios, ultimately contributing to operational efficiency and cost savings.
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Acceptance Criteria
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Procurement officer updates demand forecast based on seasonal trends and shares this data with suppliers via the ConsistAI platform.
Given a procurement officer has updated the seasonal demand forecast, When they share the forecast via the ConsistAI platform, Then the suppliers should receive real-time notifications reflecting the updated demand.
Supplier accesses the shared demand insights for the first time through their dashboard in ConsistAI.
Given a supplier logs into their dashboard, When they view the shared demand insights, Then the insights should accurately display the latest forecast data provided by the procurement officer.
Automated API integration ensures that inventory levels are updated and shared instantly when stock is received or depleted.
Given a supplier updates their inventory status, When the inventory level changes, Then the updated levels should be instantly reflected on the ConsistAI platform for the procurement officer to view.
A procurement officer analyzes the historical data of suppliers’ responses to shared forecasts over a month.
Given the procurement officer reviews supplier response data, When they analyze the data for accuracy and timeliness of deliveries, Then the officer should find at least 90% of deliveries on schedule based on the shared forecasts.
Mismatch occurs between forecasted demand and actual supply delivery, triggering an alert within ConsistAI.
Given a forecasted demand of 100 units is shared, When the supplier delivers only 70 units, Then an alert should be generated within ConsistAI for the procurement officer to address the discrepancy.
A procurement officer modifies a previously shared demand forecast and communicates directly with the supplier.
Given the procurement officer modifies an existing demand forecast, When they notify the supplier through the ConsistAI messaging feature, Then the supplier should confirm receipt of the updated demand details within 2 hours.
The ConsistAI platform generates a report on the efficiency of supplier collaborations based on data shared over the last quarter.
Given a report is generated after three months of collaboration, When the procurement officer reviews the report, Then it should indicate at least a 30% reduction in stockouts as a result of improved demand sharing with suppliers.
Supplier Dashboard Integration
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User Story
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As a supplier, I want access to a dashboard where I can see forecasted demand and my order schedules so that I can effectively manage my inventory and align my deliveries accordingly.
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Description
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The Supplier Dashboard Integration requirement will provide suppliers with a dedicated interface to access shared demand insights and order schedules directly through the ConsistAI platform. This dashboard will offer intuitive visualizations of the forecast data and allow suppliers to respond effectively to procurement demands. By creating a transparent communication channel, suppliers can adjust their operations based on up-to-date information, which enhances collaboration and strengthens partnerships. This integration is vital for facilitating proactive responses to changing demand patterns, leading to improved stock alignment and reduced waste.
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Acceptance Criteria
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Supplier Accessing the Dashboard for the First Time
Given that a supplier has received their login credentials, when they access the Supplier Dashboard for the first time, then they should see a welcome message and an overview of their demand insights and order schedules that is clearly laid out with intuitive visualizations.
Supplier Updating Order Schedules
Given that the supplier is viewing the current order schedule on their dashboard, when they adjust the quantities or delivery dates based on the shared demand insights, then the changes should save successfully and be reflected immediately in the procurement officer's view.
Supplier Viewing Forecast Data
Given that the supplier is logged into their dashboard, when they navigate to the forecast data section, then they should be able to view a visual representation of demand forecasts that includes trends over the last 12 months, easily accessible and understandable for strategic planning.
Supplier Receiving Notifications for Demand Changes
Given that a significant change in demand has occurred, when this change is reflected on the dashboard, then the supplier should receive an immediate notification alerting them to this change and suggesting actions to take.
Supplier Collaborating on Stock Levels
Given that the supplier is engaged in a discussion with a procurement officer, when they reference the stock levels shown on their dashboard, then both parties should see real-time updates and agree on a collaborative plan to adjust future stock deliveries based on the forecast insights.
Supplier Generating Reports for Management
Given that the supplier has access to their dashboard, when they attempt to generate a report summarizing their order history and forecast insights, then the system should provide an easy-to-use report generation tool that outputs a downloadable report in PDF format within seconds.
Supplier Providing Feedback on Dashboard Functionality
Given that the supplier is using the dashboard regularly, when they encounter usability issues or have suggestions for improvement, then there should be a clearly accessible feedback form that allows them to submit their comments directly to the development team.
Automated Order Adjustment Alerts
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User Story
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As a procurement officer, I want to receive alerts when demand forecasts change significantly so that I can proactively adjust orders and prevent potential inventory issues.
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Description
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The Automated Order Adjustment Alerts requirement will create a notification system within the ConsistAI platform that alerts procurement officers and suppliers when demand forecasts deviate significantly from current orders. This feature uses machine learning algorithms to analyze historical data and predict when adjustments are needed based on shifting demand patterns. By proactively notifying both parties of potential changes, the system minimizes risks of overstocking or stockouts and maintains efficient operational processes. This capability helps build trust and responsiveness in supplier relationships, ultimately resulting in a more agile supply chain.
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Acceptance Criteria
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Automated alerts trigger upon deviation from forecasted demand thresholds during a peak season.
Given a demand forecast that exceeds the set threshold, when the system detects deviation from the current orders, then an alert is sent to both the procurement officer and the supplier.
User interface displays past alerts for review and future planning.
Given that there have been automated alerts issued in the past, when the procurement officer accesses the alerts section, then a list of past alerts with corresponding details is displayed, allowing the user to track historical adjustments.
Notification delivery through email and dashboard for critical alerts.
Given an automated alert for significant demand deviation, when the alert is generated, then the notification is sent via email and displayed on the dashboard in real-time.
Supplier acknowledgment of alert responses to ensure alignment.
Given a notification alert sent to the supplier, when the supplier receives the alert, then they must confirm receipt and acknowledgment within 24 hours to ensure effective communication.
Adjustments based on alerted forecasts are reflected in the order management system.
Given an alert for order adjustment, when the procurement officer modifies the order based on the alert, then the order management system updates the inventory levels and order status accordingly.
Analytics dashboard reflects the impact of alerts on stock levels over time.
Given the system has been operational for a period, when an analytics report is generated, then it should provide insights on stock changes related to alerts and their effects on inventory efficiency.
Integration with existing vendor communication tools for streamlined notifications.
Given an alert is generated, when the alert is triggered, then it should automatically integrate with the vendor's preferred communication tool (e.g., Slack, Microsoft Teams) allowing for prompt communication.
Intuitive Demand Dashboard
An interactive dashboard that visualizes demand forecasts, historical trends, and inventory levels in one central location. This feature enhances usability by providing procurement officers with clear, actionable insights at a glance, streamlining decision-making processes and boosting overall efficiency.
Requirements
Real-time Data Integration
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User Story
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As a procurement officer, I want real-time data integration with vendor systems so that I can access up-to-date inventory and availability information, ensuring timely and optimal purchasing decisions.
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Description
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The Real-time Data Integration requirement facilitates seamless connectivity between ConsistAI and multiple external vendor systems. This ensures procurement officers have access to live data regarding inventory levels and vendor availability, enabling them to make informed purchasing decisions promptly. It includes API integrations with major supply chain systems, allowing data exchanges that enhance operational efficiency and accuracy in procurement management.
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Acceptance Criteria
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Real-time Inventory Updates from Vendor Systems
Given that the procurement officer is connected to external vendor systems via API integrations, When an inventory level is updated in the vendor system, Then the updated inventory level should reflect in ConsistAI within 5 minutes.
Accurate Demand Forecasting Based on Historical Data
Given that historical sales data is accessible, When the demand forecast algorithm processes this historical data, Then the resulting demand forecast should be at least 90% accurate compared to actual sales in the previous similar period.
User Notification for Low Inventory Alerts
Given that the inventory level drops below the predefined threshold, When this event occurs, Then the system should notify the procurement officer via email and app notification within 1 minute.
Seamless Vendor Availability Check
Given that the procurement officer is reviewing vendor options, When a vendor system is queried for availability, Then the response should be received and displayed in ConsistAI within 3 seconds for at least 95% of the queries.
Integration with Multiple Supply Chain Systems
Given that multiple supply chain systems are integrated, When data is exchanged between ConsistAI and these systems, Then at least 99% of the data should be correctly synchronized without errors.
Historical Trend Visualization on Dashboard
Given that historical data has been collected, When the procurement officer accesses the demand dashboard, Then the officer should see clear visualizations of historical trends for at least the past 12 months.
Access Control for Procurement Officers
Given that multiple users have access to the ConsistAI platform, When a procurement officer logs in, Then they should only have access to functionalities and data relevant to their role, ensuring data security and user-specific experiences.
Customizable Reporting Tools
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User Story
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As a facility manager, I want customizable reporting tools so that I can generate reports that focus on the specific metrics I need to analyze operational efficiency and drive informed decision-making.
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Description
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Customizable Reporting Tools allow users to develop reports tailored to their unique operational needs. The feature includes drag-and-drop report building functionality, where users can select specific KPIs and historical data metrics to compile comprehensive reports. This flexibility ensures that facility managers can focus on relevant data insights that inform strategic decisions and enhance performance management for procurement processes.
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Acceptance Criteria
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User Story: As a procurement officer, I want to create a report that displays the historical inventory levels and procurement costs for the last quarter, so that I can evaluate spending patterns and adjust future orders accordingly.
Given that I am on the Customizable Reporting Tools page, when I select the 'Inventory Levels' and 'Procurement Costs' KPIs from the drag-and-drop interface for the last quarter, then I should be able to generate a report that accurately reflects the selected data metrics in a clear format.
User Story: As a facility manager, I need to save a customized report configuration that I frequently use, so that I can easily access it without having to recreate filters and selections each time I log in.
Given that I have created a customized report configuration, when I click on the 'Save Configuration' button, then I should be able to name and save my report configuration for future access without losing any data or settings.
User Story: As a procurement officer, I want to export a report to Excel, so that I can share it with my team for further analysis and presentations.
Given that I have generated a report, when I click on the 'Export to Excel' button, then I should receive a downloadable Excel file that contains all the data presented in the report without loss of information or formatting issues.
User Story: As a facility manager, I want to be able to filter the reports by specific time frames (daily, weekly, monthly), so that I can analyze trends over different periods effectively.
Given that I am on the report generation page, when I apply a filter to select 'Monthly' for the time frame, then the report data should refresh to display only the relevant information for that month without errors.
User Story: As a procurement officer, I want to have the ability to add notes to my reports for additional context, so that anyone reviewing the report can understand the rationale behind certain decisions.
Given that I have generated a report, when I click on the 'Add Notes' option, then I should be able to input and save commentaries that will be associated with the report for future reference.
User Story: As a facility manager, I need to ensure that my report data is updated in real-time, so that I can make informed decisions based on the most current information available.
Given that I have opened a report, when I make changes to inventory levels in the system, then the report should automatically refresh within 1 minute to reflect the latest data changes.
Automated Alerts and Notifications
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User Story
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As a procurement officer, I want automated alerts and notifications so that I can stay informed about critical inventory changes and trends, allowing for proactive management of resources.
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Description
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The Automated Alerts and Notifications feature provides real-time alerts for low inventory levels, changes in demand forecasts, or significant deviations from expected trends. This ensures that procurement officers are promptly notified of critical changes that could impact inventory management and operational efficiency. By receiving automatic updates, users can react swiftly to changes, thus minimizing potential downtimes or stockouts.
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Acceptance Criteria
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Procurement officer receives real-time alerts when inventory levels drop below a predefined threshold during peak operational hours.
Given the current inventory level is below the defined threshold, when the system detects this condition, then a real-time notification should be sent via email and displayed on the dashboard within 5 minutes.
Procurement officer is notified of significant deviations in demand forecasts due to unexpected events such as holidays or local events.
Given an event occurs that impacts demand, when the system analyzes the historical data against current trends, then the procurement officer should receive an alert indicating the deviation with at least 80% accuracy.
The dashboard displays a history of all alerts and notifications received regarding inventory and demand forecasts over the past month for review purposes.
Given the procurement officer accesses the alerts history section of the dashboard, when they select the date range, then all alerts should be displayed accurately, with timestamps and severity levels, allowing for effective trend analysis.
Procurement officer configures the system to set custom thresholds for low inventory alerts for different product categories based on their specific needs.
Given the procurement officer modifies the alert settings, when they set a custom threshold for at least one product category, then the system should successfully save these settings and apply them to future alerts.
Users receive a consolidated report of low inventory alerts at the end of each week to help with proactive procurement planning.
Given the end of the week has been reached, when the report is generated, then it should include all low inventory alerts, categorize them by product type, and be emailed to the designated procurement officers without fail.
Procurement officers can easily access a dashboard widget displaying current inventory levels and any active alerts at a glance.
Given the procurement officer is logged into the dashboard, when they view the widget section, then current inventory levels and any active alerts should be updated in real-time and clearly visible for quick assessment.
User Role Management
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User Story
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As an admin, I want user role management so that I can assign appropriate access levels to team members, ensuring data security and compliance with our organizational policies.
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Description
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User Role Management enhances security and operational efficiency by allowing administrators to define user roles, permissions, and access levels within the ConsistAI platform. This requirement ensures that only authorized personnel can access sensitive data and functions, aligning with organizational policies and compliance requirements. This also streamlines user experience by providing tailored dashboards that only show relevant information based on user roles.
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Acceptance Criteria
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User Role Assignment for Procurement Officers
Given an administrator is logged into the ConsistAI platform, When they navigate to the user management section, Then they should be able to create a new role with specific permissions for procurement officers, and assign it to selected users.
Customized Dashboard Visibility Based on User Role
Given a procurement officer is logged into the ConsistAI platform, When they access their dashboard, Then they should see only the information relevant to their role, such as demand forecasts and inventory levels, without access to sensitive data reserved for administrators.
Revoking User Access for Departing Employees
Given an administrator is logged into the ConsistAI platform, When they select a user’s profile and choose to revoke access, Then that user should no longer be able to log into the platform or access any data.
Monitoring User Activity Logs
Given an administrator is logged into the ConsistAI platform, When they access the audit logs feature, Then they should be able to view and filter all user activities by date and user role to ensure compliance and identify any unauthorized access.
Setting Permissions for Multiple Users
Given an administrator is in the user management section of the ConsistAI platform, When they select multiple user profiles, Then they should be able to set or update permissions for all selected users simultaneously.
Role-Based Training Material Accessibility
Given a user logged into the ConsistAI platform, When their role is identified, Then they should be provided with access to training materials tailored to that specific role to enhance their onboarding experience.
Password Policy Compliance Enforcement
Given a new user is being created in the ConsistAI platform, When they attempt to set their password, Then the system should enforce compliance with the defined password policy, rejecting weak passwords and prompting the user to create a stronger one.
Predictive Analytics Engine
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User Story
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As a procurement officer, I want a predictive analytics engine so that I can forecast future inventory needs accurately, enabling me to optimize procurement strategies and reduce waste.
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Description
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The Predictive Analytics Engine serves as the core analytical component of ConsistAI, utilizing machine learning algorithms to analyze historical data and forecast future demand patterns. This requirement will enhance the platform's capability to predict stock needs more accurately, thus optimizing stock levels and reducing waste. It will also lead to more strategic procurement decisions that can align resources with operational trends effectively.
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Acceptance Criteria
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Predictive Analytics Engine accurately processes historical data to generate demand forecasts for the next month based on previous sales trends in the restaurant sector.
Given the historical sales data for the last year, When the predictive analytics engine processes the data, Then it should provide a demand forecast with at least 90% accuracy for the next month's inventory needs.
The Predictive Analytics Engine integrates seamlessly with vendor systems to automatically order stock based on predicted inventory needs.
Given that the forecast indicates a need for specific stock items, When the system triggers an order, Then the vendor's system should receive the order without manual intervention, and at least 95% of orders should be successfully placed.
The dashboard visualizes the output from the Predictive Analytics Engine to provide clear insights on future demand to procurement officers.
Given that the predictive analytics engine has generated new forecasts, When a procurement officer views the dashboard, Then they should see updated demand forecasts displayed within 5 seconds of the data being processed, with easy-to-read graphs and metrics.
Users can access historical trend data related to demand forecasts on the Intuitive Demand Dashboard for at least the past year.
Given that the user navigates to the historical trends section of the dashboard, When they select a specific date range, Then the dashboard should display historical demand data accurately for that range and allow for data export in common formats.
The system reduces waste through optimized stock replenishment based on accurate demand forecasting by the Predictive Analytics Engine.
Given that the system has been running for a minimum of three months, When comparing actual waste levels to the previous year's figures, Then waste should have decreased by at least 30% due to effective inventory management practices facilitated by the predictive analytics.
The predictive analytics engine provides alerts when stock levels are projected to fall below critical thresholds based on forecasts.
Given that stock levels are monitored, When the predictability of stock dropping below critical levels is identified, Then the system should generate alerts for procurement officers to take immediate action within 10 minutes of detection.
The system should allow for adjustments to be made in the predictive analytics settings by authorized users to improve accuracy based on changing business needs.
Given the requirement for adaptability, When an authorized user changes the settings of the predictive analytics engine, Then the changes should be saved and reflected in the forecasts within the next processing cycle without degradation in performance.
Scenario Planning Tool
Allowing users to model various demand scenarios, this feature helps procurement officers simulate different outcomes based on changes in guest behavior, market conditions, or external factors. By enabling strategic planning and risk management, users can prepare for fluctuating demand, ensuring that operations remain resilient and adaptive.
Requirements
Scenario Modeling Interface
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User Story
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As a procurement officer, I want to model different demand scenarios based on guest behavior and market conditions so that I can prepare my operations for potential fluctuations and make informed decisions to optimize resources.
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Description
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The Scenario Modeling Interface requirement focuses on enabling users to create, modify, and analyze various demand scenarios easily. This feature must allow procurement officers to input different variables such as guest behavior, market trends, and other external factors that could impact demand. By providing a user-friendly interface for scenario creation, this requirement ensures that businesses can conduct simulations efficiently. Moreover, it should integrate seamlessly with the existing dashboard of ConsistAI, pulling in real-time data for more accurate modeling, thereby facilitating proactive decision-making and strategic planning for fluctuating demand.
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Acceptance Criteria
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User Story Scenario: A procurement officer at a luxury hotel is preparing for an upcoming high season and wants to model potential demand fluctuations due to guest behavior changes caused by a local festival.
Given the procurement officer has logged into the Scenario Modeling Interface, when they input projected guest behavior changes associated with the festival into the model, then the system should generate a demand scenario that reflects these changes and displays the results in a user-friendly format.
User Story Scenario: A restaurant manager needs to adjust their inventory planning based on market trend analysis, focusing on increasing demand for plant-based dishes.
Given the restaurant manager accesses the Scenario Modeling Interface, when they select market trends related to plant-based dish demand and modify the variables accordingly, then the interface should provide an updated demand forecast based on the changes made.
User Story Scenario: An operations manager wants to conduct a risk assessment simulation based on potential supply chain disruptions due to external factors like weather events.
Given the operations manager uses the Scenario Modeling Interface, when they input external factors such as severe weather predictions into the model, then the system should analyze and present the potential impact on supply chain demand, highlighting critical areas requiring attention.
User Story Scenario: A hotel procurement officer is analyzing the results of a previous demand scenario to guide their inventory purchasing decisions.
Given the procurement officer retrieves a previously created demand scenario, when they view the scenario's results, then the interface should display historical data and projections alongside recommendation insights for stock purchases.
User Story Scenario: A resort's procurement team is collaborating on creating a new demand scenario for an upcoming event and needs to allow multiple users to edit variables simultaneously.
Given multiple users are logged into the Scenario Modeling Interface, when they work on the same demand scenario, then the system should allow real-time collaboration, ensuring all changes are saved and visible to each user without data loss.
User Story Scenario: A facility manager wants to ensure the Scenario Modeling Interface operates seamlessly with the existing dashboard of ConsistAI for real-time data integration.
Given the facility manager is using the Scenario Modeling Interface, when they input variables and run a model, then the results should pull live data from the ConsistAI dashboard, ensuring accuracy and relevance in forecasting.
User Story Scenario: A procurement officer seeks to export the demand scenario results for presentation to stakeholders.
Given the procurement officer has generated results from the Scenario Modeling Interface, when they choose to export the scenario results, then the system should allow exporting to multiple formats (PDF, Excel) maintaining data integrity and formatting.
Real-time Data Integration
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User Story
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As a facility manager, I want the Scenario Planning Tool to integrate with real-time data so that I can make adjustments to my demand models based on the most current information available.
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Description
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The Real-time Data Integration requirement highlights the need for the Scenario Planning Tool to connect dynamically with the live data sources within the ConsistAI platform. This integration is crucial for ensuring that the scenarios created reflect the most current trends and analytics available in the system, including inventory levels, sales forecasts, and guest bookings. By pulling in real-time data, users can adjust their models based on the latest information, leading to more accurate predictions and better strategic alignment. This feature will enhance the tool's effectiveness, allowing for timely adjustments in procurement strategies.
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Acceptance Criteria
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Real-time Data Retrieval during Scenario Simulation
Given that a procurement officer is simulating a demand scenario in the Scenario Planning Tool, when they trigger the simulation, then the tool must retrieve and display the latest inventory levels, sales forecasts, and guest bookings in real-time from the ConsistAI platform.
Accurate Data Reflection in Simulations
Given that real-time data has been integrated, when a user creates a demand scenario based on current market conditions, then the simulation results must accurately reflect the changes in inventory levels and expected guest bookings by at least 90% accuracy compared to historical data.
User Notifications for Data Integration Failures
Given that the Scenario Planning Tool relies on real-time data, when there is a failure in connecting to the live data sources, then the user must receive a notification alerting them of the issue and suggesting corrective actions.
Seamless Vendor Integration Updates
Given that the system integrates with various vendors, when a new vendor is added to the system, then the procurement officer must be able to access and utilize the vendor's data seamlessly in their demand scenario simulations without any manual editing required.
History Log of Demand Scenario Adjustments
Given that users are modeling different demand scenarios, when they make adjustments based on real-time data, then the system must maintain a history log that tracks all changes made to the scenarios for review and analysis.
Performance Benchmarking of Real-time Data Integration
Given that real-time data is being used in the Scenario Planning Tool, when simulations are run, then the tool's performance in processing these data inputs must be benchmarked and achieve a 95% success rate without any delays exceeding 2 seconds.
User Training for Effective Data Usage
Given that users need to utilize real-time data effectively, when they first use the Scenario Planning Tool, then comprehensive training modules must be provided to ensure they understand how to access and interpret the real-time data available.
Outcome Visualization Dashboard
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User Story
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As a procurement officer, I want an interactive dashboard that visualizes the outcomes of my demand scenarios so that I can easily compare different options and make informed procurement decisions.
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Description
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The Outcome Visualization Dashboard requirement is aimed at providing users with an interactive interface to visualize the possible outcomes of various scenarios. Users should be able to see graphical representations of different scenarios, illustrating key metrics such as potential stock levels, cost implications, and service capacity based on scenario adjustments. This requirement enhances user understanding and decision-making by making complex data easily digestible and actionable. The dashboard should allow for comparative analysis between scenarios, supporting users in selecting the best course of action for procurement and inventory planning.
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Acceptance Criteria
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Outcome Visualization of Demand Fluctuations
Given a selected scenario, when a user accesses the Outcome Visualization Dashboard, then the dashboard displays graphical representations of stock levels, cost implications, and service capacity for at least three different demand fluctuation models.
Scenario Comparison Functionality
Given two or more scenarios are created, when a user selects the comparison option in the Outcome Visualization Dashboard, then the dashboard shows a side-by-side comparison of key metrics between the selected scenarios, enabling users to identify differences clearly.
User Interaction with Graphical Data
Given a user is viewing the Outcome Visualization Dashboard, when the user hovers over key metrics in the graphical representation, then detailed tooltips display additional information such as percentage changes and historical data for metrics such as stock levels and costs.
Scenario Export Capability
Given the need to share outcomes, when a user selects an export option on the Outcome Visualization Dashboard, then the selected scenario data can be exported in multiple formats (PDF, CSV) without loss of information.
Real-time Data Updates
Given that the system is connected to live data sources, when a user refreshes the Outcome Visualization Dashboard, then the dashboard updates to reflect real-time changes in stock levels, costs, and service capacity based on current data inputs.
User Customization Features
Given a user is accessing the Outcome Visualization Dashboard, when they utilize customization options, then they can adjust the display settings (e.g. chart type, metric emphasis) and save settings for future sessions without errors.
Mobile Responsiveness of the Dashboard
Given a user accesses the Outcome Visualization Dashboard on a mobile device, when the page loads, then the dashboard adjusts to fit the screen size while maintaining usability and accessibility of all features.
Scenario Comparison Tool
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User Story
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As a facility manager, I want a comparison tool within the Scenario Planning Tool so that I can assess multiple scenarios simultaneously and identify the most efficient procurement strategy.
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Description
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The Scenario Comparison Tool requirement is foundational for enabling users to analyze multiple scenarios side by side. This feature should allow procurement officers to highlight differences and similarities between scenarios regarding inventory needs, cost savings, and potential waste reduction. The ability to conduct a comparative analysis is essential for effective strategic planning and empowered decision-making in the face of uncertainty. This requirement ensures that the tool not only facilitates scenario creation but also effective evaluation and selection of the most advantageous scenario by providing comprehensive insights.
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Acceptance Criteria
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Comparison of Single and Multiple Demand Scenarios
Given a user is using the Scenario Comparison Tool, when they select two different demand scenarios, then the tool should display a side-by-side comparison of inventory needs, cost savings, and potential waste reduction for both scenarios.
Highlighting Key Differences
Given a user has generated multiple scenarios, when they access the comparison tool, then the system should highlight differences and similarities in inventory requirements and cost implications between the selected scenarios with color coding for easy identification.
Integration of Cost Savings Insights
Given the user has defined multiple scenarios in the Scenario Planning Tool, when they use the comparison feature, then the system should provide a summary report detailing projected cost savings associated with each scenario.
Usability Testing for Comparison Functionality
Given a user who is unfamiliar with the Scenario Comparison Tool, when they navigate through the comparison options, then the interface should be intuitive enough that they can successfully generate a comparison without external assistance.
Scenario Selection Impact on Decision Making
Given a user has conducted a scenario comparison, when they decide on a scenario based on the insights provided, then the chosen scenario should reflect the most advantageous option for minimizing waste and maximizing cost efficiency.
Exportable Comparison Reports
Given the user has completed a scenario comparison, when they request an export, then the system should generate a downloadable report that includes all key metrics and insights presented in the comparison tool.
Performance under Load
Given multiple users are utilizing the Scenario Comparison Tool simultaneously, when they compare scenarios, then the system should maintain performance and responsiveness without lag or downtime.
Notifications for Scenario Updates
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User Story
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As a procurement officer, I want to receive notifications for any significant updates affecting my demand scenarios so that I can quickly adjust my strategies accordingly and stay ahead of trends.
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Description
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The Notifications for Scenario Updates requirement is designed to keep users informed of any significant changes in the data variables that affect their created scenarios. This feature will send alerts or notifications to procurement officers when relevant external or internal conditions change, such as market fluctuations or shifts in guest behavior patterns that could influence demand forecasting. Ensuring users are kept up-to-date allows for timely revisions of scenarios, fostering agility in procurement practices and enabling companies to adapt to rapid changes in the hospitality landscape.
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Acceptance Criteria
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User receives a notification when a relevant external economic indicator changes, impacting demand forecasting for hotel bookings.
Given the user has created a demand scenario, when an external economic indicator fluctuates significantly, then the user receives an email notification detailing the change and its potential impact on their scenario.
Users are alerted to significant internal changes, such as staff availability or inventory levels, which could affect their scenarios.
Given the user has set up parameters for inventory levels, when the inventory level drops below a defined threshold, then the user is sent an in-app notification warning them of the situation.
Users can customize the frequency of notifications to receive updates on their scenarios effectively.
Given the user accesses the notification settings, when they select a preferred frequency for scenario updates (immediate, daily, weekly), then the system reflects this change and adheres to the selected schedule for notifications.
Users are informed of notification history for transparency and tracking purposes.
Given the user requests their notification history, when they access the history page, then they can view all notifications received regarding scenario updates, including timestamps and details of the changes.
The system sends notifications across multiple channels (email and in-app) to ensure users are well-informed regardless of their current platform.
Given the user has opted in for communication via both email and in-app notifications, when a scenario update occurs, then the user receives alerts through both channels simultaneously.
Eco-Impact Metrics
This feature provides detailed metrics on the environmental impact of operations within the establishment. By measuring key indicators such as water usage, energy consumption, and carbon emissions, users can gain insights into their overall sustainability performance. This data empowers sustainability advocates to make informed decisions that reduce their ecological footprint and promote resource conservation.
Requirements
Eco-Impact Dashboard
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User Story
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As a facility manager, I want to view an Eco-Impact Dashboard so that I can easily monitor our establishment's sustainability performance and make data-driven decisions to improve our environmental impact.
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Description
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The Eco-Impact Dashboard consolidates all sustainability metrics in a user-friendly interface, allowing users to visualize and analyze their environmental impact in real-time. This dashboard includes key performance indicators such as water usage, energy consumption, and carbon emissions, enabling users to track their sustainability goals effectively. Integration with existing data sources ensures that the dashboard provides up-to-date information, allowing users to make informed decisions and develop strategies for reducing their ecological footprint. The Eco-Impact Dashboard ultimately enhances transparency and accountability in sustainability efforts, promoting an environmentally responsible operational framework.
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Acceptance Criteria
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User accessing the Eco-Impact Dashboard to view real-time metrics on water usage, energy consumption, and carbon emissions during a weekly sustainability team meeting.
Given the user is logged into the ConsistAI platform, when they navigate to the Eco-Impact Dashboard, then they should see a real-time summary of water usage, energy consumption, and carbon emissions displayed visually using graphs and charts.
User setting sustainability goals for energy consumption reduction based on data provided by the Eco-Impact Dashboard metrics.
Given the user is on the Eco-Impact Dashboard, when they input specific sustainability goals for energy consumption, then the dashboard should update to reflect the user-defined targets and display progress bars tracking performance towards those goals.
User comparing current environmental impact metrics with historical data to assess improvements over time.
Given the user is viewing the Eco-Impact Dashboard, when they select a date range for historical data, then the dashboard should display a comparison of current metrics against the selected historical metrics in a clear, concise format.
User exporting Eco-Impact Dashboard metrics for presentation to stakeholders.
Given the user is on the Eco-Impact Dashboard, when they select the option to export data, then the system should generate a downloadable report in PDF format containing all the displayed metrics including graphs and current action items for sustainability.
User receives notifications alerting them to significant changes in environmental impact metrics that may require immediate attention.
Given the user has notification settings enabled, when there is a significant increase in water usage, energy consumption, or carbon emissions, then the user should receive a real-time alert via email and in-app notification detailing the specific changes.
User integrating the Eco-Impact Dashboard with existing data sources for seamless updates of sustainability metrics.
Given the user has provided access to their existing data sources, when the integration is set up, then the Eco-Impact Dashboard should automatically pull in updated metrics for water usage, energy consumption, and carbon emissions without manual intervention.
Sustainability Alerts System
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User Story
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As a procurement officer, I want to receive alerts when our resource consumption exceeds set thresholds so that I can address issues promptly and enhance our sustainability practices.
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Description
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The Sustainability Alerts System delivers real-time notifications and alerts to users when certain environmental thresholds are exceeded, such as excessive water usage or high energy consumption. This proactive feature allows managers to take immediate corrective actions, thereby minimizing waste and promoting resource conservation. The alerts can be customized based on specific operational metrics and user preferences, enhancing the relevance of the information provided. By integrating this system with the Eco-Impact Dashboard, users can benefit from actionable insights that drive sustainability initiatives.
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Acceptance Criteria
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User receives a notification when water usage exceeds the predefined threshold set within the Sustainability Alerts System.
Given the user has set a threshold for water usage, when actual water usage exceeds that threshold, then the system should send a real-time alert notification to the user.
User can customize alerts for different environmental metrics within the Sustainability Alerts System.
Given the user accesses the alert customization settings, when the user modifies the thresholds for any environmental metric, then the system should save the new settings and apply them effectively for future monitoring.
The Sustainability Alerts System provides actionable insights alongside the alerts received to guide users in resource conservation measures.
Given an alert notification for excess energy consumption is triggered, when the user views the alert, then the system should present specific suggestions for reducing energy usage alongside the alert message.
The Sustainability Alerts System integrates seamlessly with the Eco-Impact Dashboard to provide comprehensive sustainability metrics.
Given the user accesses the Eco-Impact Dashboard, when the Sustainability Alerts System is triggered, then the relevant sustainability metrics should be updated in real-time and displayed in the dashboard.
User can view a history of alerts received over a specified period to analyze trends in environmental metrics.
Given a user wants to review past alerts, when they navigate to the alert history section, then the system should display a chronological list of all alerts with relevant details regarding the metrics and thresholds.
Resource Optimization Recommendations
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User Story
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As a sustainability advocate, I want to receive resource optimization recommendations so that I can implement strategies that lower our consumption and reduce environmental impact while saving costs.
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Description
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The Resource Optimization Recommendations feature employs data-driven AI algorithms to analyze operational patterns and provide tailored recommendations for reducing resource consumption. By leveraging historical data and forecasting models, this feature identifies opportunities for improvement in energy and water usage, contributing to significant cost savings and sustainability gains. Integration with existing procurement systems allows for seamless implementation of these recommendations in purchasing decisions, thereby promoting a culture of resource-conscious management and operational efficiency among users.
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Acceptance Criteria
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User request a resource optimization recommendation based on their operational patterns for energy consumption.
Given a user has historical energy consumption data, When they request optimization recommendations, Then the system provides tailored recommendations that are actionable and quantifiable, aiming to reduce energy consumption by at least 20%.
User wants to integrate the recommendations into their procurement system.
Given that the user has enabled the procurement system integration feature, When the resource optimization recommendations are generated, Then the system allows the user to automatically apply these recommendations in the procurement system without manual intervention.
User is reviewing the Eco-Impact Metrics dashboard for sustainability performance.
Given the user is on the Eco-Impact Metrics dashboard, When they filter the report for the last six months, Then the displayed metrics reflect accurate measurements of water usage, energy consumption, and carbon emissions, with insights on trends and comparisons to previous periods.
User assesses the cost savings from implemented resource optimization recommendations.
Given that the user has implemented resource optimization recommendations, When they review the cost savings report, Then the system displays a breakdown of cost savings attributed to each recommendation with clear statistics supporting the claims of 15% savings overall within the first quarter after implementation.
User seeks to understand the ecological impacts of various resource consumption practices.
Given a set of actions affecting resource consumption, When the user queries the Eco-Impact Metrics feature, Then the system presents a detailed analysis correlating specific practices to their environmental impacts, including potential areas of significant improvement.
User wants to get alerts for high resource consumption anomalies.
Given the user has enabled anomaly detection in their settings, When an anomaly in resource consumption occurs, Then the system sends an immediate alert to the user, detailing the anomaly and suggesting specific actions to rectify the situation.
User examines the historical data used for generating recommendations.
Given the user is accessing the historical data section, When they select a date range and operational parameters, Then the system displays accurate historical data, and allows the user to export this data for external analysis in a compatible format.
Benchmarking Against Industry Standards
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User Story
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As an operations director, I want to benchmark our sustainability metrics against industry standards so that I can identify areas for improvement and gain insights from successful practices adopted by other establishments.
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Description
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The Benchmarking Against Industry Standards feature allows users to compare their sustainability metrics to industry standards and best practices. This functionality empowers users to understand how their establishment ranks within the industry concerning environmental impact, helping them identify areas for improvement. By providing data and insights based on benchmarking studies and reports, users can set realistic goals and identify best practices from other organizations. This feature fosters a culture of accountability and fosters continuous improvement in sustainability performance across the hospitality sector.
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Acceptance Criteria
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User navigates to the Eco-Impact Metrics dashboard and selects the option to benchmark their sustainability metrics against industry standards.
Given the user is on the Eco-Impact Metrics dashboard, when they select the benchmarking option, then the system should display a comparative analysis of their metrics against relevant industry standards, highlighting areas of strength and weakness.
The user runs a benchmarking report for their establishment's water usage and compares it with industry average data.
Given the user initiates a benchmarking report for water usage metrics, when the report is generated, then the system should return the user’s water usage data alongside the industry average, and visually indicate if it is above or below the average.
A sustainability advocate wants to view a summary of their establishment's carbon emissions relative to industry best practices.
Given the user requests a carbon emissions summary, when the data is compiled, then the system should present a summary with clear indicators comparing their establishment's carbon emissions against a set of defined industry best practices.
The user attempts to set improvement goals based on the benchmarking results from the Eco-Impact Metrics.
Given the user has completed benchmarking, when they navigate to the goal-setting section, then the system should pre-populate achievable goals based on identified weaknesses in their sustainability metrics and industry standards.
The user wants to generate a report that includes both their sustainability metrics and benchmark comparisons for internal stakeholders.
Given the user selects to generate a comprehensive report, when the report is created, then it should include sections for their sustainability metrics, benchmark comparisons, and actionable insights for improvement.
An administrator wants to update the industry standards within the benchmarking tool to reflect recent studies.
Given the administrator has access to the benchmarking settings, when they upload updated industry standards data, then the system should successfully replace the old data and confirm the update through a notification.
User engages with benchmarking results to identify best practices from industry leaders.
Given the user views the benchmarking results, when they select to view best practices, then the system should display a list of actionable strategies implemented by industry leaders that are relevant to the user’s weaknesses.
User-Selectable Reporting Periods
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User Story
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As a facility manager, I want to select different reporting periods for sustainability metrics so that I can analyze trends over time and communicate our performance effectively to stakeholders.
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Description
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The User-Selectable Reporting Periods feature enables users to generate sustainability reports over customizable timeframes, such as daily, weekly, monthly, or annually. This flexibility allows users to analyze trends, seasonality, and the impact of specific initiatives on their sustainability performance. Reports can be exported easily to various formats for sharing with stakeholders and regulatory bodies, enhancing the transparency and accountability of sustainability efforts. Integrating this feature within the Eco-Impact Dashboard ensures that users can access detailed insights tailored to their specific reporting needs.
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Acceptance Criteria
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User selects a reporting period of a week to analyze sustainability metrics after implementing energy-saving initiatives.
Given that the user is on the Eco-Impact Dashboard, When the user selects 'Weekly' from the reporting period options, Then the system generates a sustainability report displaying metrics for the last 7 days, including water usage, energy consumption, and carbon emissions.
User exports a monthly sustainability report to share with stakeholders for compliance purposes.
Given that the user has selected 'Monthly' reporting on the Eco-Impact Dashboard, When the user clicks on the 'Export' button, Then the report is exported in PDF format and includes all relevant metrics for the past month, ensuring the file is accessible and correctly formatted.
User analyzes seasonal trends by generating a quarterly sustainability report.
Given that the user is on the Eco-Impact Dashboard, When the user selects 'Quarterly' from the reporting periods and clicks 'Generate Report', Then the system provides a metrics summary for the selected quarter, highlighting trends in water usage, energy consumption, and carbon emissions.
User reviews the impact of a specific initiative, such as implementing a water conservation program, over a custom date range.
Given that the user is on the Eco-Impact Dashboard, When the user selects a custom date range that includes the start and end dates of the water conservation program, Then the report displays metrics specifically for that period, allowing the user to assess the effectiveness of the initiative.
User seeks to understand the sustainability performance for the entire year to prepare for annual reporting.
Given that the user is on the Eco-Impact Dashboard, When the user selects 'Annually' from the reporting period options, Then the system generates a comprehensive yearly sustainability report that includes comparisons with previous years' data.
A user attempts to run multiple reports with different periods to compare sustainability metrics effectively.
Given that the user is on the Eco-Impact Dashboard, When the user selects different reporting periods (daily, weekly, and monthly) and requests reports simultaneously, Then all reports should generate correctly and display corresponding metrics without errors or data loss.
The user wants to verify that the change in their procurement practices has positively impacted their sustainability metrics over the last two months.
Given that the user is on the Eco-Impact Dashboard, When they select a custom date range for the last two months, Then the sustainability report demonstrates a reduction in water usage and energy consumption, indicating the effectiveness of the new procurement practices.
Comparative Benchmarking
The Comparative Benchmarking feature enables users to compare their sustainability performance against industry standards and peers. By visualizing where they stand relative to similar establishments, users can identify areas for improvement and set realistic sustainability goals. This competitive insight fosters a culture of continuous improvement, inspiring proactive strategies for enhancing eco-friendly practices.
Requirements
Sustainability Data Integration
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User Story
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As a facility manager, I want to integrate sustainability data from multiple sources so that I can monitor my establishment's performance against industry benchmarks and identify areas for improvement.
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Description
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The Sustainability Data Integration requirement enables ConsistAI to seamlessly aggregate and analyze sustainability metrics from multiple sources including energy consumption, waste management, and procurement practices. By integrating various data feeds, users can gain a comprehensive view of their sustainability performance, facilitating better decision-making. This feature is critical as it allows users to track their progress against sustainability goals in real-time and receive actionable insights, driving improvements in eco-friendly practices across their operations.
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Acceptance Criteria
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Data Aggregation from Multiple Sources
Given that the user has integrated data feeds from energy consumption, waste management, and procurement, When the user accesses the sustainability dashboard, Then they should see a unified view of all aggregated sustainability metrics.
Real-time Sustainability Tracking
Given that sustainability data is integrated, When the user views their performance metrics, Then they should see real-time updates on their sustainability goals and progress towards those goals.
Actionable Insights Generation
Given that the sustainability metrics are aggregated, When the system analyzes the data, Then it should provide actionable insights and recommendations for improving eco-friendly practices based on identified trends.
Historical Data Comparison
Given that multiple sustainability metrics are collected, When the user selects a specific time frame for analysis, Then they should be able to compare their performance against previous periods to observe changes and improvements.
User-Friendly Interface for Data Visualization
Given that data has been aggregated and insights generated, When the user accesses the comparative benchmarking feature, Then they should interact with a user-friendly interface that visually represents their sustainability performance against industry standards.
Performance Alerts for Sustainability Goals
Given that sustainability data is being tracked, When a user selects specific sustainability goals, Then they should receive automated alerts if their metrics fall below defined thresholds, prompting action.
Peer Comparison Dashboard
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User Story
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As a procurement officer, I want to view a dashboard comparing our sustainability metrics with those of our peers so that I can understand our competitive standing and set meaningful sustainability goals.
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Description
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The Peer Comparison Dashboard requirement is designed to provide users with an intuitive interface that displays comparative sustainability performance metrics against similar establishments in the industry. This visualization will help users easily identify where they excel and where improvements are needed. It’s essential for promoting competitive awareness and inspiring users to implement more effective sustainability strategies, ultimately leading to enhanced eco-friendly practices and reduced operational waste.
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Acceptance Criteria
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User accesses the Peer Comparison Dashboard to assess their sustainability metrics against a selected group of similar establishments.
Given the user is logged in to ConsistAI, when they navigate to the Peer Comparison Dashboard, then they should see a clear visual representation of sustainability performance metrics.
User selects different peer establishments to compare sustainability performance on various metrics such as water usage, waste management, and energy consumption.
Given the user is on the Peer Comparison Dashboard, when they select different comparison parameters, then the dashboard should update in real-time to reflect the selected peers' metrics.
User wants to identify areas of improvement based on the comparative data presented in the dashboard.
Given the comparative metrics are displayed, when the user reviews the data, then they should be able to easily identify performance areas that fall below the industry average.
User generates a report from the Peer Comparison Dashboard to share with their team for strategic planning.
Given the user is on the Peer Comparison Dashboard, when they click on the 'Generate Report' button, then a downloadable report with the comparative metrics should be available without any errors.
User utilizes the dashboard to set sustainability goals based on comparative performance analysis.
Given the user has accessed the Peer Comparison Dashboard, when they input their desired improvement metrics, then the system should provide an estimated timeline and action plan for achieving those goals.
User seeks insights into industry benchmarks through the Peer Comparison Dashboard.
Given the user is viewing the Peer Comparison Dashboard, when they hover over any performance metric, then tooltips should display definitions and contextual industry benchmarks for those metrics.
Multiple users collaborate on interpreting findings from the Peer Comparison Dashboard during a team meeting.
Given that multiple users access the dashboard simultaneously, when they discuss comparative performance insights, then real-time syncing should ensure all users see the current state of the dashboard without lag or discrepancies.
Customizable Benchmark Criteria
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User Story
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As a sustainability officer, I want to customize the benchmark criteria used in the system so that I can ensure we are evaluated based on the most relevant metrics for our organization.
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Description
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The Customizable Benchmark Criteria requirement allows users to define and adjust the parameters and metrics for benchmarking their sustainability performance against peers. This flexibility ensures that the benchmarking process is tailored to specific organizational needs and industry standards, promoting relevance and accuracy in the insights provided. This feature enhances user engagement by allowing them to focus on metrics that matter most to their operations and sustainability objectives.
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Acceptance Criteria
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User Customization of Benchmark Metrics
Given a user has access to the Customizable Benchmark Criteria, when they select the option to customize, then they should be able to add, modify, or remove metrics for benchmarking sustainability performance and save these changes without errors.
Default Metrics Availability
Given a user accesses the Customizable Benchmark Criteria for the first time, when they view the default metrics, then they should see a predefined list of industry-standard metrics available for benchmarking.
Performance Comparison with Peers
Given a user has defined their benchmark metrics, when they initiate a comparison report, then the system should generate a comparative performance report showing their metrics against at least three peer establishments, with visualizations included.
Saving Custom Benchmark Profiles
Given a user has created a custom set of benchmark metrics, when they save this profile, then the system should successfully store the profile and allow the user to retrieve it later without data loss.
User Interface for Customization
Given a user accesses the Customizable Benchmark Criteria interface, when they navigate through the customization options, then the user interface should be intuitive, allowing users to easily locate and understand how to customize their metrics.
Feedback on Benchmark Changes
Given a user has customized their benchmark metrics and saved the changes, when they return to the settings, then the system should display a notification confirming the successful update of their benchmarks with details of the changes made.
Integration with Sustainability Goals
Given a user has customized their benchmark criteria, when they generate a sustainability performance report, then the system should align the benchmarks with the user’s predefined sustainability goals, indicating any gaps or achievements.
Sustainability Goal Setting
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User Story
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As a facility manager, I want to set and track sustainability goals in the platform so that I can monitor our progress and drive initiatives that improve our eco-friendly practices.
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Description
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The Sustainability Goal Setting requirement facilitates users in defining, tracking, and managing sustainability goals within the ConsistAI platform. This feature not only allows users to set specific, measurable, achievable, relevant, and time-bound (SMART) goals but also provides progress tracking against these targets. By actively managing sustainability goals, users can foster a culture of accountability and continuous improvement, thereby aligning operational practices with long-term sustainability objectives.
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Acceptance Criteria
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Setting a new sustainability goal for reducing plastic waste in a hotel restaurant.
Given a user is logged into the ConsistAI platform, When they navigate to the Sustainability Goal Setting section and enter a goal to reduce plastic waste by 20% over the next year, Then the system should validate the goal and display it in the user's goals list with a target end date.
Tracking progress on a sustainability goal related to energy consumption reduction.
Given a user has set a goal to reduce energy consumption by 15%, When they input their monthly energy usage data into the platform, Then the system should calculate and display the progress towards the goal as a percentage on the dashboard.
Modifying an existing sustainability goal to adjust targets based on new data.
Given a user wants to modify their existing goal to reflect updated sustainability practices, When they access the goal management option and change the target from 15% to 10% reduction in water usage, Then the system should update and save the new goal without errors.
Receiving a notification for reaching a sustainability goal.
Given a user has achieved their sustainability goal of reducing food waste by 30%, When the goal is marked as complete in the system, Then the user should receive a congratulatory notification and an option to set a new goal.
Generating a report on overall sustainability goal performance.
Given a user wants to assess their overall sustainability performance, When they select the report generation option for all sustainability goals, Then the system should generate a comprehensive report outlining goal progress, achievements, and recommendations within 5 minutes.
Viewing a comparison of sustainability goals against industry benchmarks.
Given a user is reviewing their sustainability strategy, When they access the comparative benchmarking feature, Then the system should display a visual representation of their goals compared to similar establishments' performance metrics.
Setting time-bound criteria for sustainability goals.
Given a user is defining a new sustainability goal, When they specify a target completion date that is more than 12 months away, Then the system should prompt the user to shorten the timeframe or create intermediate milestones for tracking progress.
Automated Reporting Tools
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User Story
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As a sustainability coordinator, I want to generate automated reports on our sustainability performance so that I can efficiently share insights with stakeholders and demonstrate our commitment to eco-friendly practices.
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Description
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The Automated Reporting Tools requirement enables users to generate comprehensive sustainability reports with minimal effort. This feature automates data extraction, analysis, and report creation based on pre-defined metrics and templates. By simplifying the reporting process, users can easily communicate their sustainability performance to stakeholders and support informed decision-making. This is vital for enhancing transparency and accountability in sustainability initiatives within their establishments.
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Acceptance Criteria
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User generates a sustainability report at the end of the quarter to evaluate performance against pre-defined sustainability metrics.
Given the user selects the 'Generate Report' option, when the report generation process is initiated, then all data extracted must accurately reflect the entries made during the reporting period.
User schedules automated sustainability reports to be sent to stakeholders on a monthly basis.
Given the user sets a monthly report schedule, when the scheduled time arrives, then the system must send the report automatically via email to the designated stakeholders.
User customizes the templates for sustainability reports to align with specific stakeholder preferences.
Given the user modifies report templates, when the user saves changes, then the system must retain these custom settings for future reports.
User views a preview of the sustainability report before finalizing the generation.
Given the user requests a preview, when the report is displayed, then it must show all relevant data and formatting as it would appear in the final version.
User accesses the historical sustainability reports for reference and analysis.
Given the user navigates to the historical reports section, when they select a report, then it must load within 5 seconds and display all historical data accurately.
Actionable Recommendations
Providing tailored suggestions based on the sustainability scorecard's findings, this feature gives users step-by-step actions to enhance their sustainability practices. From optimizing resource usage to implementing waste reduction initiatives, actionable recommendations assist in creating an effective roadmap for continuous improvement, helping establishments to transition towards more sustainable operations.
Requirements
Sustainability Scorecard Integration
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User Story
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As a facility manager, I want to input sustainability data so that I can receive a score that highlights areas for improvement in resource usage and waste management.
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Description
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The Sustainability Scorecard Integration requirement focuses on seamlessly integrating a sustainability assessment tool within the ConsistAI platform. Users will be able to input data related to resource usage and waste management, which the system will analyze to generate a comprehensive sustainability score. This score will be transformed into tangible metrics that guide recommendations for improving sustainability practices. The integration enhances user experience by providing actionable insights tailored to their operations, allowing establishments to measure, track, and improve their sustainability efforts effectively.
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Acceptance Criteria
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User inputs resource usage data into the Sustainability Scorecard for an upcoming month.
Given the user has accessed the Sustainability Scorecard, when they input resource usage data and submit it, then the system should successfully save the data and display a confirmation message.
User reviews the generated sustainability score after inputting data.
Given the user has submitted resource usage data, when the score is generated, then the system should display the sustainability score based on the input metrics within 5 seconds.
User accesses actionable recommendations based on their sustainability score.
Given the user has received their sustainability score, when they navigate to the recommendations section, then the system should list at least three tailored actionable steps to improve sustainability practices.
User wants to track the progress of sustainability initiatives over time.
Given the user has a sustainability score history, when they access the tracking dashboard, then the system should display a graph of their sustainability scores over the past 12 months with distinct markings for each score.
User seeks to understand how their sustainability practices compare to industry benchmarks.
Given the user is on the recommendations page, when they select the 'Compare to Industry' option, then the system should retrieve and display relevant industry benchmarks for the user's sustainability score.
User encounters an error while inputting data into the scorecard.
Given the user is inputting data and encounters an error, when they try to submit the form, then the system should display an error message indicating what needs to be fixed before submission.
User wants to export their sustainability score and recommendations for reporting purposes.
Given the user has accessed their sustainability score and recommendations, when they click on the 'Export' button, then the system should generate a downloadable PDF report containing their sustainability score and actionable recommendations.
Real-time Actionable Insights
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User Story
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As a procurement officer, I want to receive real-time recommendations based on operational data so that I can make immediate adjustments to reduce waste and optimize resource usage.
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Description
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The Real-time Actionable Insights requirement aims to deliver on-the-fly recommendations for users based on current operational data. By continuously analyzing data related to resource consumption and waste, the feature provides immediate, relevant suggestions to optimize resource use and minimize waste. This capability ensures that facility managers can respond quickly to operational trends, helping them make informed decisions and implement changes that enhance sustainability within their establishments.
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Acceptance Criteria
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Real-time Response to Increased Resource Consumption
Given that the operational data shows a 15% increase in water consumption during peak hours, when the facility manager logs into the dashboard, then the system must provide a real-time recommendation to reduce water usage by suggesting specific actions like scheduling maintenance checks or optimizing irrigation systems.
Recommendation on Waste Reduction Initiatives
Given that the waste output data indicates a significant rise in food waste after large events, when the facility manager reviews the sustainability dashboard, then the system should present actionable recommendations to minimize waste based on the last five comparable events.
Demand Forecast and Stock Replenishment Optimization
Given that the data indicates upcoming high occupancy rates, when the procurement officer accesses the inventory management feature, then the system should suggest replenishment orders for essential supplies based on predicted consumption rates and current stock levels.
On-the-Fly Suggestions for Resource Utilization
Given that the operational data shows an abnormal spike in energy consumption during a specific time frame, when the facility manager is alerted to this spike, then the system must generate immediate suggestions to adjust settings or schedules to lower energy usage.
User Engagement with Actionable Insights
Given that the system provides recommendations based on real-time data, when a facility manager implements three suggested actions, then a follow-up report should be generated showing the estimated impact on resource conservation and cost savings within 30 days.
Integration with Vendor Systems for Enhanced Recommendations
Given that the vendor integration is active, when the facility manager accesses the actionable recommendations, then the system should include suggestions that leverage current vendor contracts and capabilities to optimize procurement strategies.
Feedback Loop for Continuous Improvement
Given that users can input results based on the recommendations implemented, when the facility manager provides feedback on the effectiveness of at least three actionable insights, then the system must adapt future recommendations based on this feedback to improve accuracy and relevance.
Customized Recommendation Pathways
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User Story
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As a facility manager, I want to receive customized recommendations based on my establishment's sustainability goals so that I can implement the most effective practices for my unique operational challenges.
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Description
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The Customized Recommendation Pathways requirement seeks to tailor the actionable recommendations based on specific user profiles, including the type of facility, operational goals, and existing sustainability efforts. By analyzing user data, the system can curate a set of personalized, step-by-step recommendations that align with the user’s unique sustainability objectives. This feature empowers businesses to adopt sustainable practices more effectively by providing relevant and achievable actions tailored to individual needs and capabilities.
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Acceptance Criteria
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User accesses the Customized Recommendation Pathways feature on the ConsistAI dashboard and initiates a sustainability assessment based on their specific facility type and operational goals.
Given the user selects their facility type and inputs operational goals, when they submit the assessment, then actionable recommendations are generated that are matched to their unique sustainability objectives and ranked by priority.
User reviews the actionable recommendations generated and selects specific pathways to implement for enhancing sustainability in their facility.
Given the user has received actionable recommendations, when they select a pathway, then a detailed step-by-step action plan is provided, including timelines and resources needed for implementation.
User implements a selected recommendation and logs the activities in the ConsistAI platform to track progress within the Customized Recommendation Pathways.
Given the user logs the implementation of a recommendation, when they submit their progress report, then the system updates the sustainability scorecard and reflects any improvements or changes to the recommendations.
User revisits the Customized Recommendation Pathways after several months to evaluate the effectiveness of implemented actions on their sustainability scorecard.
Given the user evaluates their sustainability scorecard after implementing recommendations, when they review the scorecard, then the system should display measurable results, including waste reduction percentages and resource optimization impacts.
New user signs up for the ConsistAI platform and seeks a customized pathway for sustainability based on initial data input.
Given a new user completes their profile with facility type and sustainability goals, when they access the Customized Recommendation Pathways, then the system generates personalized recommendations within 10 seconds.
User sets personalized goals and preferences within the Customized Recommendation Pathways feature to receive tailored suggestions.
Given the user inputs specific sustainability goals and preferences, when they save these settings, then the system should tailor future recommendations based on these inputs and notify the user of any upcoming changes or updates.
User provides feedback on the actionable recommendations received from the system for further improvement.
Given the user submits feedback on recommendations, when they complete the feedback form, then the system logs this input and uses it to refine future recommendations based on collective user feedback.
Progress Tracking Dashboard
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User Story
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As a procurement officer, I want to track my progress in sustainability initiatives through a dashboard so that I can understand the impact of changes and continue to improve.
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Description
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The Progress Tracking Dashboard requirement facilitates a user-friendly interface for users to monitor their sustainability initiatives' effectiveness. The dashboard will display key metrics, trends, and benchmarks based on the sustainability scorecard and actionable recommendations implemented. By visualizing their progress, users will gain insights into the impact of their actions, encouraging further improvements and commitment to sustainable practices. The dashboard will become a vital tool for ongoing management and reporting on sustainability initiatives.
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Acceptance Criteria
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User navigates to the Progress Tracking Dashboard to view sustainability metrics for the past month.
Given the user accesses the Progress Tracking Dashboard, When the user selects the 'Last Month' filter, Then the dashboard displays sustainability metrics relevant to that period, including resource usage, waste reduction, and energy consumption.
Facility manager desires to compare current sustainability performance against industry benchmarks.
Given the user is on the Progress Tracking Dashboard, When the user clicks on the 'Benchmarks' tab, Then the dashboard presents a comparison of the user's metrics against industry standards in a visually clear format.
User seeks to identify specific areas for improvement based on the actionable recommendations implemented.
Given the user has implemented several actionable recommendations, When the user views the 'Recommendations Impact' section on the Progress Tracking Dashboard, Then the dashboard shows the performance metrics before and after implementation of the recommendations, along with percentage improvements.
User wishes to track ongoing trends in their sustainability initiatives over time.
Given the user accesses the Progress Tracking Dashboard, When the user selects the 'Trends' option, Then the dashboard displays a graphical representation of sustainability metrics over the past year, highlighting key improvements and areas needing attention.
Management wants to generate a report summarizing sustainability initiatives and their outcomes.
Given the user is on the Progress Tracking Dashboard, When the user clicks the 'Generate Report' button, Then the system produces a downloadable report that includes an overview of all sustainability metrics, trends, and recommendations implemented over the selected time period.
User is interested in setting goals for future sustainability initiatives.
Given the user is on the Progress Tracking Dashboard, When the user accesses the 'Set Goals' feature, Then the system allows the user to input target metrics for resource usage, waste reduction, and energy efficiency, and confirms the goals are saved successfully.
User Feedback Mechanism
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User Story
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As a facility manager, I want to provide feedback on actionable recommendations so that I can help improve their relevance and effectiveness for my operations.
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Description
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The User Feedback Mechanism requirement involves implementing a feature that allows users to provide feedback on the actionable recommendations they receive. Through ratings and comments, users can indicate the practicality and effectiveness of the suggestions. This input will help refine the recommendation algorithms over time, ensuring that the recommendations remain relevant, realistic, and impactful. By actively engaging users in the improvement process, the platform fosters a collaborative approach to achieving sustainability goals.
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Acceptance Criteria
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User rates actionable recommendations based on practicality and effectiveness.
Given the user is on the actionable recommendations page, when they select a recommendation, then they should be able to provide a star rating from 1 to 5 and add optional comments.
User provides feedback after implementing a recommendation.
Given the user has implemented an actionable recommendation, when they return to the feedback section, then they must see an option to rate the success of the recommendation and provide comments about their experience.
User views aggregated feedback data on recommendations.
Given the user has submitted feedback, when they access the feedback analytics dashboard, then they should see a summary of ratings and comments for each actionable recommendation to understand user sentiments.
Automated updates to recommendation algorithms based on user feedback.
Given that user feedback has been collected for a specific recommendation, when the data analysis is performed, then the recommendation engine should update its algorithm to reflect user input and improve future suggestions.
Users receive notifications for new actionable recommendations based on their feedback.
Given that a user has provided feedback on a recommendation, when new recommendations are generated, then the user should receive a notification highlighting updates that are tailored to previous feedback.
User can edit their feedback on a previously submitted recommendation.
Given the user navigates to their feedback history, when they select a previously submitted feedback entry, then they should have the option to edit their rating or comment and resubmit.
Users can view the impact of their feedback on actionable recommendations.
Given a user wants to understand the effects of their feedback, when they look at the previous recommendations they rated, then they should see a visual representation of overall feedback trends and changes made to recommendations as a result of user inputs.
Stakeholder Engagement Dashboard
This interactive dashboard fosters communication and collaboration among key stakeholders by visualizing sustainability efforts and progress. Users can share the scorecard results and improvement plans with staff, management, and guests, promoting transparency and engagement. By encouraging collective responsibility, this feature enhances participation in sustainability initiatives throughout the organization.
Requirements
Interactive Performance Metrics
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User Story
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As a facility manager, I want to view interactive performance metrics on sustainability, so that I can easily track our progress and make informed decisions to improve our initiatives.
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Description
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The Interactive Performance Metrics requirement entails the development of a feature that displays key sustainability metrics in an engaging and user-friendly format. This dashboard will visualize data such as energy consumption, waste generation, and resource usage over time, enabling stakeholders to track performance against sustainability goals. It supports data-driven decision-making by providing instant insights into progress, allowing for quick identification of areas needing attention. This functionality promotes transparency and accountability, ensuring that all stakeholders can stay informed and engaged in sustainability initiatives.
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Acceptance Criteria
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User views sustainability metrics on the dashboard to assess energy consumption trends.
Given the user is logged into the Stakeholder Engagement Dashboard, when they navigate to the Interactive Performance Metrics section, then they should see visual representations of energy consumption data for the past 12 months, including a comparison of usage against set targets.
User shares scorecard results with the management team during a monthly review meeting.
Given the user is on the Stakeholder Engagement Dashboard, when they select the share option for the sustainability scorecard, then they should be able to generate a shareable PDF report that includes key metrics, trends, and recommendations, ensuring all relevant stakeholders have access to the same information.
Users want to filter sustainability metrics by specific timeframes to analyze changes over distinct periods.
Given the user is viewing the Interactive Performance Metrics on the dashboard, when they select a custom date range from the filter options, then the displayed metrics should update accordingly to reflect only the data within the chosen timeframe, allowing for detailed analysis.
Stakeholders engage in discussions about sustainability performance based on dashboard insights.
Given the Interactive Performance Metrics feature is being used, when stakeholders view the dashboard, then they should be able to click on specific metrics to view detailed breakdowns and historical context, facilitating informed discussions during meetings.
Facility managers must ensure that reported metrics are accurate and reflect real-time data.
Given the data sources integrated within the Stakeholder Engagement Dashboard, when metrics are displayed, then they should be verified against the live operational data to ensure accuracy within a margin of error of no more than 5%.
Management reviews waste generation metrics to develop new strategies for waste reduction.
Given that management accesses the Interactive Performance Metrics on the dashboard, when they review the waste generation data, then they should be able to see monthly breakdowns and year-over-year comparisons, which will inform strategic planning initiatives.
Collaborative Improvement Plans
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User Story
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As a procurement officer, I want to collaborate on improvement plans with my team, so that we can collectively develop and implement effective strategies to achieve our sustainability goals.
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Description
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The Collaborative Improvement Plans requirement focuses on enabling stakeholders to create and share action plans aimed at enhancing sustainability initiatives. Users will be able to propose, edit, and discuss various strategies to reduce waste and improve efficiency within the organization. The feature will facilitate discussions amongst staff and management, allowing for real-time input and brainstorming. By centralizing improvement plans, the organization fosters a culture of collective responsibility and commitment to enhancing sustainability practices.
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Acceptance Criteria
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Creating a New Collaborative Improvement Plan
Given a user with the appropriate role, When they create a new improvement plan, Then the system must save the plan with a unique identifier and allow for further edits and updates by other stakeholders.
Editing an Existing Collaborative Improvement Plan
Given an existing improvement plan, When a user is assigned editing rights, Then they can modify any field in the plan and those changes must reflect in real-time to all other stakeholders viewing the plan.
Technical Discussion on Improvement Plans
Given multiple stakeholders reviewing an improvement plan, When they initiate a discussion thread, Then the system should allow users to post comments, and all participants must be notified of new responses.
Sharing Collaborative Improvement Plans
Given a finalized improvement plan, When a user uses the share function, Then the system must generate a shareable link that grants read-only access to all intended recipients without compromising editable content.
Reviewing and Approving Improvement Plans
Given a completed improvement plan awaiting approval, When an authorized user reviews the plan, Then they must have the option to approve or deny the plan with comments that are stored in the system.
Tracking Progress on Improvement Plans
Given an active improvement plan, When users update the status of specific actions, Then the system must visually represent progress on the dashboard with percentage completion indicators for each action item.
Sustainability Scorecard Sharing
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User Story
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As a sustainability officer, I want to share our sustainability scorecard with guests, so that they can see our commitment to environmental responsibility and engage with our initiatives.
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Description
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The Sustainability Scorecard Sharing requirement involves creating a functionality that allows users to share sustainability scorecards with various stakeholders, including staff, management, and guests. This feature will enable users to present comprehensive insights regarding their sustainability achievements and areas for improvement. By promoting transparency and engagement through scorecard sharing, organizations can strengthen internal and external relationships while encouraging a culture of sustainability that encompasses everyone involved.
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Acceptance Criteria
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User shares the sustainability scorecard with staff during a team meeting to discuss progress and strategies for improvement.
Given the user is logged into the Stakeholder Engagement Dashboard, When they select a scorecard and click 'Share', Then the scorecard must be sent via email to all listed staff members without errors and must include all relevant insights and metrics.
Management reviews the sustainability scorecard shared by the user to assess organizational performance and engagement in sustainability practices.
Given the management user accesses their email, When they click on the shared sustainability scorecard link, Then they should be able to view the scorecard in an interactive format, with all data points accurately reflected and easily navigable.
Guests access the sustainability scorecard through a link shared by the hotel during their stay for transparency on sustainability efforts.
Given the guest receives an email with the scorecard link during their stay, When they click on the link, Then they must be able to view the scorecard with clear indicators of the hotel’s sustainability practices and progress, ensuring information is accessible and understandable.
Users want to track the engagement level of stakeholders who have received the sustainability scorecard.
Given the user shares the scorecard, When they check the backend report on stakeholder engagement, Then they should see a log of who accessed the scorecard, along with the date and time of access, providing a clear metric of engagement.
Users customize the sustainability scorecard before sharing to highlight specific sustainability initiatives important to a particular group of stakeholders.
Given the user is on the sustainability scorecard editing page, When they make changes to the content and select 'Save Changes', Then the modifications should be accurately reflected in the shared scorecard without losing any existing data.
Users receive feedback on the sustainability scorecard from shared stakeholders to initiate discussion for further improvement.
Given that stakeholders have access to the scorecard, When they provide feedback through the designated feedback form, Then the user must receive a notification containing all collected feedback for review and follow-up.
Sustainability Goal Tracker
The Sustainability Goal Tracker allows users to set, monitor, and evaluate specific sustainability targets over time. This feature not only tracks progress but also helps in celebrating milestones achieved along the way. By fostering accountability, the tracker motivates users to stay committed to their sustainability journey and ensures consistent improvement in practices.
Requirements
Goal Setting Interface
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User Story
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As a facility manager, I want to set specific sustainability targets so that I can effectively monitor and achieve our environmental goals.
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Description
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The Goal Setting Interface allows users to establish specific and measurable sustainability targets within the ConsistAI platform. Users can input various metrics related to sustainability, such as waste reduction, energy consumption, or local sourcing percentages. This interface should facilitate easy input and editing of targets, ensuring that users can adapt their goals as needed. The interface should also support categorization of goals into short-term and long-term, providing users with a clear roadmap for achieving sustainability within their organization. Integrating this feature with the existing dashboard will allow users to visualize their goals and their alignment with overall operational efficiency and sustainability objectives, helping businesses track their progress more effectively.
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Acceptance Criteria
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Users are accessing the Goal Setting Interface to establish a new sustainability target for reducing energy consumption in their hotel.
Given the user is logged in to the ConsistAI platform, when they navigate to the Goal Setting Interface and input a target for energy reduction, then the target should be saved and displayed in the user dashboard with the correct metrics.
A user needs to edit an existing sustainability target related to waste reduction in their restaurant.
Given the user has an existing waste reduction target, when they access the Goal Setting Interface and modify the target value, then the updated target should reflect immediately in their dashboard and in the goal history logs.
The user wants to categorize their sustainability goals into short-term and long-term within the Goal Setting Interface.
Given the user is on the Goal Setting Interface, when they select a goal and assign it to either short-term or long-term category, then the goal should be correctly categorized and visible in the respective section on the dashboard.
A group of facility managers are reviewing their sustainability targets through the dashboard after a month of setting them.
Given the users have established various sustainability targets, when they view their dashboard, then the dashboard must display the progress made towards each target, including percentage completed and any milestones achieved.
Users wish to set multiple sustainability targets simultaneously and ensure they are all recorded correctly.
Given the user has multiple targets to set, when they input these targets into the Goal Setting Interface, then all targets should be successfully saved without error messages and reflected accurately in the dashboard.
A user wants to receive feedback on their sustainability targets to improve their strategy.
Given the user has set sustainability targets, when they request feedback through the Goal Setting Interface, then they should receive an automated report that suggests improvements based on historical data and benchmarks.
Progress Monitoring Dashboard
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User Story
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As a procurement officer, I want to see our sustainability progress visualized on a dashboard so that I can quickly assess whether we are meeting our targets.
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Description
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The Progress Monitoring Dashboard will display real-time data on users’ sustainability goals, showcasing metrics related to water conservation, waste management, and energy efficiency. This dashboard enhances user engagement by providing visual representations, such as graphs and charts, to indicate progress towards targets over time. Users will receive notifications for key milestones reached as well as alerts for any declines in sustainable practices. Integration with external data sources will enable automatic updating of progress metrics, minimizing manual data entry and enhancing accuracy. This feature will encourage users to remain committed to their sustainability journey by making tracking both user-friendly and motivating.
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Acceptance Criteria
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User accesses the Progress Monitoring Dashboard the first time after setting sustainability goals, expecting to see a comprehensive overview of their targets and current progress.
Given the user has set sustainability goals, when they access the Progress Monitoring Dashboard, then they should see metrics related to water conservation, waste management, and energy efficiency displayed in a user-friendly format with graphs and charts.
The user successfully reaches a key milestone in their sustainability goals and expects to receive a notification about this achievement.
Given the user has reached a predefined milestone in their sustainability goals, when the milestone is achieved, then the user should receive an immediate notification celebrating the accomplishment and providing details.
The user notices a decline in one of their sustainability metrics on the dashboard and expects to receive an alert about it.
Given the dashboard displays real-time metrics for sustainability goals, when there is a decline in any area (water, waste, energy), then the user should receive an alert indicating the specific area of decline and suggested actions to improve it.
A facility manager wants to ensure that the Progress Monitoring Dashboard metrics update with real-time external data sources without manual intervention.
Given that the dashboard integrates with external data sources, when the external data changes, then the dashboard should automatically update the relevant progress metrics without any manual data entry from the user.
The user revisits the Progress Monitoring Dashboard after a month and expects to see a visual representation of progress that reflects their ongoing efforts.
Given the user has been actively tracking their sustainability goals for a month, when they revisit the Progress Monitoring Dashboard, then they should see updated graphs and charts reflecting their progress in real-time with historical comparisons to previous months.
A procurement officer wants to review the overall trends in sustainability metrics over the past quarter using the Progress Monitoring Dashboard.
Given that the user selects the quarterly view on the dashboard, when they access this view, then they should see comprehensive trends and analytics of sustainability metrics over the last quarter clearly visualized in graphs and charts.
Milestone Celebration Feature
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User Story
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As a facility manager, I want to be notified when we reach important sustainability milestones so that I can celebrate our achievements and motivate the team to continue improving.
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Description
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The Milestone Celebration Feature will notify users when they reach significant sustainability targets, providing a recognition system that fosters motivation and accountability. This functionality will include positive reinforcement messaging through the platform, and options for personalized notifications and reports highlighting the achievements. Celebrating milestones handles both individual user progress and team achievements, enhancing the user experience within the platform. By integrating this feature into the existing communication system, users will be more likely to share their accomplishments within their organizations, thereby promoting a culture of sustainability.
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Acceptance Criteria
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User reaches a predefined sustainability target such as reducing plastic waste and receives a notification about their achievement.
Given that the user has achieved the sustainability target, when the achievement is detected, then a notification is sent to the user within 5 minutes, including a congratulatory message and details of the milestone.
A user wants to customize their milestone notifications and decides to set their preferred message format.
Given that the user accesses the notification settings, when they select their preferred message format and save the changes, then the system should confirm the settings are saved and reflect the customized format in future notifications.
A team reaches a collective sustainability goal and the system needs to celebrate this team achievement.
Given that the team has collectively reached the sustainability goal, when the milestone is recorded, then all team members should receive a celebratory email and a dashboard update highlighting the team’s achievement within 10 minutes.
The user wants to view a report summarizing their sustainability achievements over a specified period.
Given the user selects a date range for reports, when the 'Generate Report' button is clicked, then a report should be generated within 30 seconds and available for download, detailing all milestones achieved in that timeframe.
A user achieves a milestone and wants to share this achievement on social media.
Given that the user has reached a milestone, when the user clicks the 'Share on Social Media' button, then a draft post should be created including the achievement details and a link to the ConsistAI platform, ready for user review.
The user reviews their milestone notifications history to track past achievements.
Given that the user accesses the milestone notifications history page, when they view the list of past notifications, then all notifications related to their achievements should be displayed in chronological order with clear timestamps.
Sustainability Practices Library
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User Story
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As a procurement officer, I want access to a library of sustainability practices so that I can apply proven strategies to achieve our targets more effectively.
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Description
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The Sustainability Practices Library serves as a resource hub that provides users with access to a collection of best practices, case studies, and tools for enhancing sustainability efforts. This library will be tailored to the hospitality industry, showcasing successful implementations and highlighting innovative strategies. Users can search for specific practices or browse categorized information, facilitating knowledge sharing. Providing this resource helps users identify actionable steps to achieve their sustainability goals, as well as enables organizations to learn from industry leaders. Integration with the goal tracker allows users to align practices with their specific targets seamlessly.
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Acceptance Criteria
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User accesses the Sustainability Practices Library to search for best practices related to waste reduction in their hotel.
Given a user is logged in, when they search for 'waste reduction', then the system should display a list of relevant practices with descriptions and case studies.
A user wants to browse the Sustainability Practices Library by category to find energy-efficient strategies.
Given a user is on the main library page, when they select the 'Energy Efficiency' category, then the system should display all practices and tools related to energy efficiency available in the library.
A user integrates a selected practice from the Sustainability Practices Library with their Sustainability Goal Tracker.
Given a user has selected a practice to implement, when they click 'Integrate with Goal Tracker', then the system should link the selected practice to the user's current sustainability goals and provide a success message.
A user reviews the effectiveness of a practice implemented from the library over a specified period.
Given a user has implemented a practice for 3 months, when they access the 'Review Implementation' section, then the system should show metrics on the sustainability impact of that practice for the specified time period.
A new user registers for access to the Sustainability Practices Library and explores available resources.
Given a new user completes registration, when they log in for the first time, then they should be guided through an introductory tutorial of the library features.
A user lands on the Sustainability Practices Library landing page and seeks to understand the library's purpose and offerings.
Given a visitor is on the library's landing page, when they look for introductory information, then the system should provide clear, concise information about the library's purpose and how to use it.
User Accountability Functionality
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User Story
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As a team member, I want to log my sustainability efforts so that I can see how my contributions impact our overall goals and compete with my peers.
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Description
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The User Accountability Functionality incorporates a system where users can track their contributions towards sustainability goals, promoting individual responsibility. Users will be able to log their daily actions, enter data related to specific targets, and receive feedback on their performance. This functionality supports peer comparison features, allowing for friendly competition among team members, motivating everyone to engage actively in sustainability initiatives. By integrating social networking aspects within the platform, such as achievement badges or leaderboards, users are incentivized to stay committed to their individual and collective sustainability goals.
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Acceptance Criteria
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User logs daily actions towards sustainability goals during team meetings.
Given a user is logged into the ConsistAI platform, when they enter their daily actions related to sustainability, then the logged actions should be stored and displayed on their profile.
User receives feedback on their logged actions related to sustainability.
Given a user has logged actions towards sustainability goals, when they view their profile, then they should see feedback on their performance including areas of improvement and achievements.
Users compare their sustainability performance with peers.
Given multiple users are logged into the platform, when a user views the leaderboard, then they should see their ranking compared to other users based on logged sustainability actions.
User earns achievement badges for reaching sustainability milestones.
Given a user achieves a predefined sustainability target, when they complete the actions required for the target, then they should receive an achievement badge displayed on their profile.
User sets new sustainability goals within the tracker.
Given a user is in the Sustainability Goal Tracker section, when they enter a new sustainability goal, then the goal should be saved and reflected in their list of active goals.
User reviews progress towards sustainability goals over time.
Given a user has active sustainability goals, when they access the progress report feature, then they should see visual representations of their progress, including graphs and percentages of goal completion.
Eco-Certification Guide
This feature provides users with guidance and resources to achieve recognized eco-certifications relevant to the hospitality industry. By outlining necessary steps, documentation, and best practices, the Eco-Certification Guide enables establishments to enhance their market credibility and attract eco-conscious guests, supporting their sustainability goals effectively.
Requirements
Certification Steps Outline
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User Story
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As a facility manager, I want a clear outline of the steps needed to achieve eco-certification so that I can efficiently navigate the certification process and enhance my establishment’s credibility with eco-conscious guests.
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Description
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The Certification Steps Outline requirement involves creating a detailed guide that lays out all the necessary steps for obtaining each relevant eco-certification within the hospitality sector. This includes identifying the specific certifications applicable to different types of establishments, detailing necessary documentation, and providing a timeline for completion. The implementation of this requirement will facilitate improved understanding and accessibility for users aiming for eco-certification, ultimately enhancing their sustainability initiatives and market credibility.
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Acceptance Criteria
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User accesses the Eco-Certification Guide and navigates to the Certification Steps Outline specifically for the Green Key Eco-Rating program.
Given the user is on the Eco-Certification Guide page, when they select the Green Key Eco-Rating option, then the Certification Steps Outline should display all necessary steps, documentation required, and a recommended timeline for certification completion.
User attempts to download the Certification Steps Outline in PDF format for the LEED certification.
Given the user is viewing the Certification Steps Outline for LEED certification, when they click on the download PDF button, then the system should successfully generate and provide a downloadable PDF file containing all outlined steps and documentation requirements.
User reviews the Certification Steps Outline for the Travelife certification and seeks clarification on a specific documentation requirement.
Given the user is reviewing the Certification Steps Outline for Travelife, when they click on the 'Help' button associated with a documentation requirement, then a tooltip should display additional resources or guidelines needed for that documentation.
User compares the Certification Steps Outline for the various eco-certifications available in the guide.
Given the user is on the Certification Steps Outline page, when they hover over each certification option, then an informative pop-up should appear, summarizing key differences and benefits of each certification.
User provides feedback on the completeness and clarity of the Certification Steps Outline.
Given the user has navigated to the feedback form, when they submit their feedback regarding the Certification Steps Outline, then the system should successfully record the feedback and confirm submission to the user.
User prints the Certification Steps Outline for on-site reference during training sessions.
Given the user is viewing the Certification Steps Outline, when they select the print option, then the system should format the document appropriately for printing and open the print dialog.
User explores the Eco-Certification Guide and identifies other relevant certifications for their establishment.
Given the user is on the Eco-Certification Guide homepage, when they view the related certifications section, then they should see a list of other eco-certifications applicable to their establishment, along with links to their respective Certification Steps Outlines.
Best Practices Repository
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User Story
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As a procurement officer, I want to access a repository of best practices for eco-certification so that I can implement effective strategies that improve our sustainability efforts and operational efficiency.
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Description
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The Best Practices Repository requirement aims to provide a comprehensive collection of proven strategies, recommendations, and experiences from successful hospitality businesses that have achieved eco-certifications. This repository will be designed to be accessible within the platform, allowing users to easily reference effective techniques and solutions that align with their sustainability goals. This resource will empower users to adopt innovative practices, reduce waste, and maximize operational efficiency, directly supporting their certification efforts.
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Acceptance Criteria
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User searches for eco-certification best practices in the repository.
Given the user is on the Best Practices Repository page, when they enter a search term related to eco-certification, then the system should return relevant best practices and documents within 3 seconds.
User accesses document details within the Best Practices Repository.
Given the user clicks on a specific best practice, when the document loads, then the user should be able to view the full content including steps, documentation, and additional resources without any errors.
User bookmarks their favorite best practices for easy future access.
Given the user is viewing a best practice, when they click the bookmark icon, then the system should save the practice to the user's personal bookmark list and display a confirmation message.
User shares a best practice with team members via email.
Given the user selects a best practice, when they click the share button and enter email addresses, then the system should send an email containing the best practice details to the specified addresses within 5 minutes.
User provides feedback on the usefulness of best practices.
Given the user has accessed a best practice, when they submit a feedback form indicating the usefulness rating and comments, then the system should save the feedback and display a thank you message.
User filters best practices by category such as 'Waste Reduction' or 'Energy Efficiency.'
Given the user is on the Best Practices Repository page, when they select a category filter, then only best practices in that selected category should be displayed immediately without page reload.
User views a user-friendly interface for the Best Practices Repository.
Given the user accesses the repository, when they interact with various elements of the interface (e.g., search bar, filters), then the interface should be intuitive and guide the user effectively with no usability issues identified.
Documentation Tool
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User Story
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As a facility manager, I want a tool to help me compile and track all required documents for eco-certification so that I can ensure everything is in order and streamline the certification process.
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Description
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The Documentation Tool requirement entails developing an integrated feature within the platform that allows users to compile, organize, and track all necessary documents required for eco-certification. This tool will provide templates, checklists, and storage options to ensure that all documentation is correctly completed and easily accessible. By streamlining the documentation process, this feature will reduce administrative burden and enhance the likelihood of successful certification completion, boosting user confidence in their sustainability journey.
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Acceptance Criteria
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User navigates to the Documentation Tool and selects a specific eco-certification to start the documentation process, gathering required documents based on the provided checklist.
Given the user is in the Documentation Tool, when they select an eco-certification, then they should see a checklist of required documents that can be marked as complete.
User uploads their documents into the Documentation Tool and organizes them by the specific requirements of the chosen eco-certification.
Given the user is on the upload page of the Documentation Tool, when they upload documents, then the system should categorize the documents based on the eco-certification requirements and display them in the correct order.
User utilizes a template provided by the Documentation Tool to fill in necessary information for the eco-certification application.
Given the user accesses the provided template in the Documentation Tool, when they fill it out and save the document, then the system should automatically validate the entries and flag any missing information.
User reviews a completed document package before submission for eco-certification through the Documentation Tool.
Given the user has compiled all required documents in the Documentation Tool, when they choose to review the package, then the system should present a summary of all documents organized and show any incomplete sections highlighted.
User seeks assistance on best practices for documentation in the Documentation Tool via the integrated help section.
Given the user is in the Documentation Tool, when they access the help section, then they should find a comprehensive guide on best practices for each eco-certification along with links to additional resources.
Vendor Partnership Insights
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User Story
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As a procurement officer, I want insights into vendors who support eco-certification so that I can make informed choices about sustainable suppliers that align with our eco-friendly goals.
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Description
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The Vendor Partnership Insights requirement involves integrating a feature that offers users insights into vendors who support eco-certification. This includes providing guidance on selecting sustainable suppliers, promoting partnerships that align with eco-initiatives, and sharing success stories from other establishments that have worked with these vendors. This feature will enhance users' ability to make informed decisions regarding their procurement processes while also assisting in their eco-certification efforts.
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Acceptance Criteria
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User accesses the Vendor Partnership Insights feature to research eco-friendly suppliers for their hotel’s procurement needs.
Given the user is on the Eco-Certification Guide page, when they select the Vendor Partnership Insights option, then they should see a list of at least 10 sustainable suppliers with eco-certification credentials.
A user selects a vendor from the list provided in the Vendor Partnership Insights and views detailed information about the vendor.
Given the user has selected a vendor, when they click on the vendor's name, then they should be taken to a detailed view that displays the vendor's eco-certifications, sustainability practices, and contact information.
User reviews success stories from other establishments that partnered with recommended vendors in the Vendor Partnership Insights feature.
Given the user is on the Vendor Partnership Insights page, when they scroll to the success stories section, then they should see at least 5 case studies showcasing successful vendor partnerships and their impact on eco-certification.
User engages with the interactive elements of the Vendor Partnership Insights to filter vendors based on specific eco-certification standards.
Given the user is on the Vendor Partnership Insights page, when they apply filters for eco-certification standards, then the vendor list should update to reflect only those vendors meeting the selected criteria.
User shares insights from the Vendor Partnership Insights feature with team members through the platform.
Given the user finds a valuable vendor insight, when they click on the share button, then they should be able to successfully share this information via email or internal messaging within the platform.
User uses the Vendor Partnership Insights feature to create a shortlist of preferred vendors for their procurement strategy.
Given the user is viewing the vendor list, when they mark vendors as favorites, then the system should allow them to generate a personalized shortlist that they can save and revisit later.
A user completes an initial assessment of sustainable vendors for eco-certification purposes using the Vendor Partnership Insights feature.
Given the user evaluates multiple vendors, when they complete the questionnaire about vendor sustainability practices, then they should receive tailored recommendations based on their responses and established eco-certification criteria.
Progress Tracking Dashboard
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User Story
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As a facility manager, I want to use a dashboard to track my progress towards eco-certification so that I can stay motivated and ensure we meet all necessary milestones in a timely manner.
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Description
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The Progress Tracking Dashboard requirement focuses on developing a dynamic dashboard that allows users to monitor their progress towards achieving eco-certification in real-time. This dashboard will display key milestones, pending documentation, and resources needed based on their current stage in the certification process. By providing clear visibility into their goals, the dashboard will enhance user engagement and motivation while ensuring accountability in the certification journey.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard to view their current status on eco-certification milestones.
Given the user is logged into ConsistAI, When they navigate to the Progress Tracking Dashboard, Then the dashboard displays a summary of their current certification milestones, including completed, pending, and upcoming tasks.
User receives notifications for upcoming deadlines related to eco-certification documentation.
Given the user has set up notifications for certification deadlines, When the deadline for documentation approaches, Then the user receives an email and in-app notification reminding them of the upcoming deadline with relevant documentation links.
User interacts with the resources section of the Progress Tracking Dashboard to access documentation and support materials for certification.
Given the user is on the Progress Tracking Dashboard, When they click on the resources section, Then they are presented with a list of downloadable documents and links to support materials necessary for eco-certification.
User filters their progress on the dashboard based on different certification categories relevant to their establishment type.
Given the user is on the Progress Tracking Dashboard, When they apply a filter for 'Hotel Certification', Then the dashboard updates to show only milestones and resources relevant to hotel eco-certification processes.
User monitors their resource allocation for eco-certification tasks through visual graphs on the dashboard.
Given the user is on the Progress Tracking Dashboard, When they view the resource allocation section, Then they see a graphical representation of resources allocated versus needed for each milestone in the certification process.
User engages with the dashboard's progress visualization tool to track their overall progress towards achieving eco-certification.
Given the user is on the Progress Tracking Dashboard, When they look at the progress visualization tool, Then they see a visual summary (e.g., percentage completed) of their total progress toward eco-certification.
User accesses historical data of their past progress toward eco-certification for improvement analysis.
Given the user clicks on the historical data section of the dashboard, When they select a past date range, Then the dashboard displays a timeline of their past progress and milestones achieved toward eco-certification.
Carbon Footprint Calculator
The Carbon Footprint Calculator quantifies the establishment's total greenhouse gas emissions based on operational activities. By breaking down emissions into various categories, users gain a clearer understanding of their carbon impact, empowering them to prioritize initiatives that will significantly reduce their footprint and contribute to global climate change mitigation.
Requirements
Real-time Emissions Tracking
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User Story
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As a facility manager, I want to track greenhouse gas emissions in real-time so that I can make immediate decisions to reduce our operational impact and align with sustainability practices.
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Description
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The Real-time Emissions Tracking requirement involves the integration of a live monitoring system that captures and displays greenhouse gas emissions as they occur in real-time based on user activities and operational data. This feature will allow facilities to understand their emissions dynamically and take immediate action if emissions exceed predefined thresholds. It plays a crucial role in enhancing the user’s ability to manage their carbon footprint effectively and facilitates timely interventions to reduce overall emissions. By providing actionable data, it empowers users to make informed decisions that align with sustainability goals, improving operational efficiency and supporting corporate social responsibility initiatives.
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Acceptance Criteria
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User accesses the Carbon Footprint Calculator dashboard to check real-time emissions after a specific operational change, such as the introduction of a new kitchen appliance.
Given the user is on the dashboard, when they select 'Real-time Emissions Tracking', then the system should display current emissions data updated within the last minute.
The facility manager receives an alert from the system when emissions exceed the predefined threshold during peak operational hours.
Given the emissions threshold is set, when the real-time data indicates emissions above this threshold, then an alert notification must be triggered to the facility manager's mobile device.
A facility conducts a review at the end of the month to compare real-time emissions data with previous months to identify trends and areas for improvement.
Given the user is reviewing historical data, when they generate a report using real-time emissions data, then the report should accurately reflect emissions levels compared to the same month in prior periods.
The procurement officer integrates the Carbon Footprint Calculator with the existing vendor management system to evaluate supplier emissions.
Given the vendor management system is integrated, when the procurement officer reviews a vendor’s profile, then the profile should display the vendor's associated carbon emissions data in real time.
During a sustainability meeting, the team discusses recent emissions data to strategize on improvements for the upcoming quarter.
Given all team members have access to the dashboard, when they pull up the emissions data, then the information should be current, interactive, and provide options for filtering by category or time period.
The facility manager discusses compliance with environmental regulations based on the real-time emissions tracking data during an audit.
Given the emissions tracking data is being discussed, when the audit occurs, then the system must be able to provide documented evidence of emissions within required regulatory limits.
Emission Reduction Initiatives
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User Story
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As a procurement officer, I want to receive suggestions for emission reduction initiatives so that I can implement changes that enhance our sustainability efforts and decrease costs.
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Description
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The Emission Reduction Initiatives requirement encompasses the creation of a feature that suggests tailored strategies and actions for users to reduce their carbon footprints based on their specific operational data and trends. This functionality includes recommendations such as energy-saving measures, waste reduction strategies, and optimized resource use. The recommendations will be generated using AI, analyzing historical data and identifying actionable opportunities for improvement. This feature enhances the product's value proposition by not only measuring carbon footprints but also enabling users to act on the insights provided, fostering a proactive approach toward sustainability.
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Acceptance Criteria
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As an operations manager in a hotel, I want to receive personalized emission reduction strategies based on my facility's operational data, so that I can effectively work towards reducing our carbon footprint.
Given the operational data of a hotel, when the user accesses the Emission Reduction Initiatives feature, then the system shall generate at least three tailored strategies for reducing carbon emissions.
As a procurement officer, I want to understand the potential impact of implementing suggested initiatives so that I can present them to management for approval.
Given a set of suggested initiatives, when the user requests impact analysis, then the system shall provide an estimated percentage of emissions reduction for each initiative along with cost implications.
As a facility manager in a restaurant, I want to track the implementation of suggested strategies over time so that I can ensure they are being followed and measure their effectiveness.
Given the implemented initiatives, when the user views the dashboard, then the system shall display a timeline and metric indicators showing progress towards the projected emission reductions.
As an environmental officer, I want to compare the emissions data before and after implementing reduction strategies to evaluate their effectiveness.
Given the emissions data from before and after initiative implementation, when the user generates a report, then the system shall display a clear comparison that highlights the differences in emissions levels with visual graphs.
As a hotel manager, I want to receive alerts for new initiatives based on changes in operational data so that we can stay proactive in our sustainability efforts.
Given the real-time operational data, when the system detects a significant change in operations, then it shall automatically send alerts with newly tailored emission reduction strategies to the user.
As a restaurant owner, I want to receive feedback on the effectiveness of implemented initiatives so that I can adjust operations accordingly.
Given a set of initiatives that have been implemented, when the user requests feedback, then the system shall provide an effectiveness rating for each initiative based on the latest emissions data.
User-Friendly Dashboard
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User Story
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As a facility manager, I want an intuitive dashboard that clearly displays our carbon emissions data so that I can quickly assess our sustainability performance and identify areas for improvement.
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Description
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The User-Friendly Dashboard requirement outlines the need for an intuitive and accessible interface that aggregates and displays carbon footprint data, trends, and recommended actions. The dashboard should provide a comprehensive overview of emissions across various categories, helping users to visualize their carbon impact easily. Integrating interactive elements, such as graphs, charts, and comparison metrics, will enhance user engagement and understanding. This feature is essential for ensuring that users can access critical information at a glance and makes the complex data more manageable and actionable, thereby supporting decision-making toward emissions reductions.
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Acceptance Criteria
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Dashboard Displays Real-Time Emission Data
Given the user is logged into the dashboard, when they access the Carbon Footprint section, then the dashboard must display real-time carbon emission data for the current month across all relevant categories.
User Interaction with Graphical Elements
Given the user is on the User-Friendly Dashboard, when they hover over a chart or graph, then a tooltip must appear showing detailed metrics for that specific data point or category.
Data Comparison Over Time
Given the user has selected a specific time frame, when they view the emissions data on the dashboard, then the dashboard must enable comparisons of emissions between the selected time frame and the previous time frame.
Recommendations for Emissions Reduction
Given the user has viewed their carbon footprint data, when emissions exceed a predefined threshold, then the dashboard should display actionable recommendations for reducing emissions alongside the data.
Intuitive Navigation and User Experience
Given that the user is using the User-Friendly Dashboard, when they attempt to navigate through various sections, then the interface must allow seamless transitions without error messages or delays.
Visual Representation of Emissions Data
Given that the user accesses the Dashboard, when they request emissions data, then the system must present the data visually through graphs and charts that are easy to interpret and understand.
User Customization Options
Given the user is on the dashboard, when they customize their view preferences, then the dashboard must allow saving of their configurations for future sessions without losing these settings.
Categorized Emission Breakdown
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User Story
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As a sustainability officer, I want to see a breakdown of our carbon emissions by category so that I can identify the most significant sources and focus our reduction efforts accordingly.
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Description
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The Categorized Emission Breakdown requirement involves the ability to segment greenhouse gas emissions into various categories, such as energy consumption, waste production, and water usage. This feature will enable users to better understand how each category contributes to their overall carbon footprint. By providing granular insights, users can prioritize specific areas for carbon reduction initiatives. This capability is crucial in empowering users with detailed knowledge about their emission sources, allowing for targeted strategies that significantly impact their sustainability goals.
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Acceptance Criteria
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Categorization of Greenhouse Gas Emissions by Type
Given that the user has input operational activity data, when they request a breakdown of greenhouse gas emissions, then the system should display segmented emissions categorized by energy consumption, waste production, and water usage, allowing users to view each category's contribution to the overall carbon footprint.
User Interface for Emission Breakdown
Given that the user is viewing the categorized emission breakdown, when they interact with the user interface, then the categories should be visually distinct and easily navigable, with clear labels and icons representing energy consumption, waste production, and water usage.
Download Report of Emission Breakdown
Given that the user has reviewed the categorized emission breakdown, when they choose to download the report, then the downloaded file should contain a detailed breakdown of emissions in each category along with visual graphs representing data trends, in a format compatible with Excel or PDF.
Historical Data Comparison for Emissions
Given that the user wants to analyze patterns in emissions, when they select the historical comparison feature, then the system should display emissions data for selected periods, allowing users to compare their current emissions against past data for each category.
Integration of Emission Data with Vendor Performance
Given that the user is assessing vendor impact on emissions, when they access the vendor performance module, then the system should correlate vendor-related emissions with the categorized breakdown, providing insights into which vendors contribute most to each emission category.
Alerts for Exceeding Emission Thresholds
Given that the user is monitoring their emissions, when the emissions in any category exceed the pre-set thresholds, then the system should trigger alerts notifying the user of the potential need for corrective action to reduce their carbon footprint.
User Feedback Collection on Emissions Reporting
Given that the user has access to the emissions reporting feature, when they provide feedback on the clarity and usefulness of the emission breakdown, then the system should collect and store this feedback for future improvements and user experience enhancement.
Historical Emissions Analysis
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User Story
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As a facility manager, I want to analyze our historical emissions data so that I can understand the effectiveness of past initiatives and refine our future strategies for emissions reduction.
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Description
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The Historical Emissions Analysis requirement introduces functionality that allows users to view historical emissions data over time. This feature will enable users to analyze trends and assess the effectiveness of previous initiatives aimed at reducing their carbon footprint. By providing this historical perspective, users can gain insights into which strategies were most effective and adapt future initiatives accordingly. This capability serves as a vital tool for continuous improvement, allowing organizations to refine their sustainability practices based on data-driven lessons learned.
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Acceptance Criteria
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User reviews historical emissions data for the past year to identify trends in carbon footprint associated with procurement activities.
Given the user has access to the Historical Emissions Analysis feature, when they select the 'Past Year' filter, then the system should display emissions data aggregated by month, along with trend lines for each category of activities.
A facility manager wants to assess the effectiveness of sustainable initiatives implemented over the last quarter.
Given the user selects the last quarter from the historical view, when they click on the 'View Effectiveness' report, then the system should present a comparison of emissions before and after the initiatives were applied.
The user seeks to visualize historical emissions data using graphical representation to easily interpret the impact of operational changes.
Given the user has access to the graphical representation feature, when they choose to visualize historical emissions, then the system should generate bar graphs and pie charts categorizing emissions data clearly over the selected timeframe.
A procurement officer analyzes the trends in emissions linked to supplier choices for a designated period.
Given the user selects a specific supplier from the historical emissions data, when they view the emissions breakdown, then the system should provide detailed data on emissions associated with that supplier for the chosen time period.
The organization aims to track the progress on carbon footprint reduction goals identified in their sustainability plan.
Given that the user accesses the Historical Emissions Analysis, when they compare current emissions data with set reduction targets, then the system should provide a clear report indicating the percentage of goal achieved over time.
Gamified Learning Paths
This feature offers structured, game-like learning modules that guide users through various topics in inventory management and sustainability. Each module is designed to engage staff through interactive challenges and rewards, making learning fun and incentivizing completion. Users benefit from improved retention of knowledge and skills, empowering them to apply best practices effectively in their roles.
Requirements
Interactive Quiz Modules
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User Story
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As a staff member in a hospitality setting, I want to take interactive quizzes that challenge my understanding of inventory management, so that I can confidently apply what I've learned to improve our operations and guest experiences.
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Description
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Interactive Quiz Modules provide users with engaging, game-like assessments that reinforce learning and retention of inventory management and sustainability principles. These quizzes will include various question types and feedback mechanisms that encourage users to revisit materials and track their improvement over time, contributing to a culture of continuous learning within hospitality organizations. The ability to earn points and rewards adds a competitive edge and motivates staff to participate actively in their education while ensuring that the platform can analyze quiz results to tailor future learning paths for users.
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Acceptance Criteria
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User engages with the interactive quiz module after completing a learning path about inventory management best practices.
Given the user has completed the corresponding learning path, when they access the quiz module, then they should be able to start the quiz seamlessly, with a variety of question types presented (multiple choice, true/false, and short answer), and receive feedback for each question attempt.
A user completes an interactive quiz and their performance is tracked within the platform for later review.
Given the user has completed the quiz, when they finish the last question, then their score should automatically be recorded, and detailed results—including correct answers and explanations—should be displayed, allowing the user to revisit this information later.
Admin reviews quiz results to assess overall participant engagement and knowledge retention of inventory management topics.
Given an admin accesses the analytics dashboard, when they view the quiz performance report, then they should see aggregated data on participation rates, average scores, and distribution of scores across all users, enabling them to identify knowledge gaps.
Users earn points and rewards upon completing quizzes to enhance engagement with the learning module.
Given a user completes a quiz, when they view their profile, then they should see updated point totals reflecting their performance, and any earned rewards should be clearly displayed, encouraging ongoing participation in learning activities.
The system recommends tailored learning paths based on individual user quiz performance.
Given a user completes multiple quizzes, when their performance data is analyzed, then the system should generate personalized recommendations for future learning modules that address identified weaknesses, enabling continuous improvement.
Progress Tracking Dashboard
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User Story
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As a user, I want to see my learning progress visualized on a dashboard, so that I can keep track of my achievements and focus on areas where I need to improve.
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Description
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The Progress Tracking Dashboard allows users to monitor their learning journey through visual indicators of completed modules, scores, and time spent on each learning path. This feature offers insights into their performance and identifies areas needing improvement, fostering a sense of accountability and motivation. Users can set personal learning goals that align with their professional development needs, enhancing user engagement and satisfaction while ensuring that organizations can assess the effectiveness of their training programs in real-time.
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Acceptance Criteria
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User monitors their progress in the gamified learning paths after completing three modules to determine their strengths and weaknesses in inventory management.
Given a user has completed three modules, when they access the Progress Tracking Dashboard, then they should see visual indicators for each completed module, overall scores, and time spent displayed accurately.
A facility manager sets personal learning goals in the Progress Tracking Dashboard to track team performance and improvement areas over the next quarter.
Given a facility manager is on the Progress Tracking Dashboard, when they set personal learning goals, then those goals should be saved and displayed on their dashboard with the ability to edit or delete them.
An employee reviews their performance metrics on the Progress Tracking Dashboard before a performance evaluation meeting with their supervisor.
Given an employee is on the Progress Tracking Dashboard, when they view their performance metrics, then they should see a detailed report of completed modules, feedback on areas of improvement, and any rewards earned.
A procurement officer assesses team engagement with learning modules through the Progress Tracking Dashboard to ensure comprehensive staff training.
Given the procurement officer accesses the Progress Tracking Dashboard, when they review team metrics, then they should see completion rates, average scores, and time spent per module for each team member.
A user receives notifications on the Progress Tracking Dashboard regarding upcoming learning deadlines and module completion reminders.
Given a user is on the Progress Tracking Dashboard, when a module deadline is approaching, then they should receive a notification alerting them of the upcoming due date.
An administrator generates a report on the effectiveness of the training programs based on data from the Progress Tracking Dashboard.
Given an administrator requests a report from the Progress Tracking Dashboard, when the report is generated, then it should include data on user engagement, completion rates, and average scores across all learning paths for the organization.
Reward System for Completion
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User Story
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As a user, I want to receive rewards for completing learning modules, so that I feel motivated to engage with the training and can showcase my achievements to my peers and supervisors.
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Description
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The Reward System for Completion incentivizes users to complete learning modules by offering rewards such as badges, certificates, or even tangible benefits like discounts or recognition within the organization. This system creates a gamified experience, increasing motivation and engagement in the learning path. It also enables organizations to recognize and celebrate employees who commit to their professional development, fostering a positive learning culture that aligns with both personal and organizational goals.
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Acceptance Criteria
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User completes a learning module and qualifies for in-system rewards.
Given a user completes a learning module, when they finish the module, then they should receive a notification about the reward they have earned (e.g., badge, certificate) immediately after completion.
User can view their earned rewards on their profile dashboard.
Given a user has completed one or more learning modules, when they access their profile dashboard, then they should see a section displaying all their earned rewards clearly listed along with the date of achievement.
User receives recognition for completion in the organization.
Given a user earns a reward for completing a learning module, when the organization runs a monthly recognition event, then the user should be acknowledged publicly for their achievement in that event.
Users can share their earned rewards on social media.
Given a user earns a reward, when they click the 'Share' button on the reward notification, then a shareable post should be generated allowing them to post on social media platforms without any errors.
Users receive tangible benefits related to their rewards.
Given a user earns a reward that includes a tangible benefit (e.g., discount), when they attempt to redeem the benefit, then the system should apply the discount or benefit correctly at the checkout.
User feedback on the reward system is collected and analyzed.
Given users have completed learning modules and received rewards, when feedback is collected through a survey, then at least 70% of respondents should indicate that the rewards increased their motivation to complete the modules.
Admin can configure reward criteria based on modules completed.
Given an admin user, when they access the admin dashboard to configure the reward system, then they should be able to set specific criteria for rewards based on the difficulty and importance of each learning module with changes applied immediately.
Scenario-based Learning Simulations
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User Story
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As a professional in a hospitality environment, I want to engage in scenario-based learning simulations, so that I can practice applying my knowledge in realistic situations and increase my confidence in making decisions.
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Description
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Scenario-based Learning Simulations offer users realistic, immersive experiences that simulate real-world inventory management and sustainability challenges. These simulations enhance critical thinking and problem-solving skills by placing users in decision-making scenarios where they must apply their knowledge and skills. Users will gain practical experience that directly translates to their daily responsibilities in the hospitality environment, ultimately improving operational efficiency and sustainability practices.
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Acceptance Criteria
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User completes a realistic inventory management simulation where they must allocate resources for a busy holiday period while minimizing waste.
Given a user is interacting with the simulation, when they make inventory decisions, then the system must provide immediate feedback on the effectiveness of their choices in terms of resource allocation and waste reduction.
A staff member engages in a sustainability challenge scenario, requiring them to implement recycling and waste management strategies in a simulated busy restaurant environment.
Given that the user is in the sustainability simulation, when they select a strategy to manage waste, then the simulation must display the resulting impact on both waste reduction and customer satisfaction metrics within a set timeframe.
Multiple staff members participate in a collaborative decision-making scenario involving supply chain disruptions and resource management.
Given multiple users are engaged in the simulation, when any user makes a decision affecting the supply chain, then all users must see real-time updates and changes impacting their respective roles within the simulation environment.
User finishes a scenario-based learning module and must pass a knowledge assessment to unlock the next module.
Given the user has completed the simulation, when they take the knowledge assessment, then they must achieve a score of at least 80% to proceed to the next learning module, reflecting their understanding of the material.
A supervisor reviews the performance of staff through their outcomes in various scenario-based simulations over a month.
Given that multiple users have completed the scenario-based simulations, when the supervisor checks the performance dashboard, then it must display individual user performance metrics, including completion rates and feedback scores for each simulation, enabling targeted training efforts.
Users participate in a gamified leaderboard challenge based on their performance in various simulations over a specified period.
Given that a leaderboard is established, when users complete simulations, then their scores must automatically update the leaderboard in real-time, allowing users to track their performance against peers.
A new user begins their first scenario-based simulation and requires guidance through the initial stages.
Given a new user is accessing the simulation for the first time, when they start the scenario, then the system must provide a tutorial that guides them step-by-step through the simulation's features and objectives, ensuring they understand how to engage with the content effectively.
User Feedback Mechanism
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User Story
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As a user, I want to provide feedback on the learning modules, so that I can contribute to the improvement of the training experience and ensure it meets my needs.
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Description
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The User Feedback Mechanism collects insights from users about their learning experiences, offering opportunities to suggest improvements, report challenges, and highlight valued content. This feature ensures that the gamified learning paths evolve based on user input, enhancing user satisfaction and engagement. By continuously refining the training modules and paths based on feedback, the platform remains relevant and effective in meeting the users' educational needs in inventory management and sustainability.
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Acceptance Criteria
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User submits feedback through the User Feedback Mechanism after completing a gamified learning module.
Given that a user completed a learning module, when they navigate to the feedback section and submit their feedback, then the feedback should be recorded in the system and acknowledged with a confirmation message.
Administrator reviews user feedback to identify common improvement suggestions.
Given that multiple users have submitted feedback on various modules, when an administrator accesses the feedback analysis dashboard, then they should be able to view aggregated insights and suggestions organized by module to identify trends.
User reports a technical challenge encountered during their learning module.
Given that a user faces a technical issue while using the platform, when they report the issue through the feedback mechanism, then the system should log the report and generate an automated ticket for the technical support team.
User highlights valued content at the end of a learning module.
Given that a user completes a learning module, when they are prompted to highlight content they found valuable, then that content should be saved in the user profile for future reference and included in the feedback report.
Feedback from users leads to the iteration of learning module content.
Given that user feedback has been collected and reviewed, when changes to the learning module content are made based on common suggestions, then the updated module should be published and accessible to all users within one week of the feedback review.
Real-Time Feedback
Providing instant feedback during training sessions, this feature allows users to assess their understanding through quizzes and scenario-based questions. Immediate feedback informs users of correct or incorrect answers, enhancing their learning experience by reinforcing knowledge. This timely guidance supports continuous improvement and builds confidence among staff as they develop their skills.
Requirements
Instant Quiz Feedback
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User Story
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As a trainee, I want to receive instant feedback on my answers during training quizzes, so that I can understand my strengths and weaknesses in real-time and improve my learning outcomes.
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Description
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This requirement focuses on delivering real-time feedback to users during their training sessions via quizzes and scenario-based questions. It ensures that participants receive immediate notification of their correct or incorrect answers, thus reinforcing knowledge retention. This requirement enhances the learning experience by facilitating continuous improvement, allowing staff to grasp content effectively while building their confidence. Furthermore, the real-time feedback integrates seamlessly with the main learning management system, promoting better engagement and performance assessments during training programs.
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Acceptance Criteria
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User receives immediate feedback after answering a quiz question during a training session.
Given that a user answers a quiz question, when they complete the question submission, then they should see immediate feedback indicating whether their answer was correct or incorrect.
User can review the correct answers after completing all quiz questions in a training session.
Given that a user has completed all the quiz questions, when they request to see correct answers, then the system should display the correct answers for each question along with explanations where applicable.
User can track their overall performance based on feedback received from quizzes in a training session.
Given that a user completes multiple quizzes during a training session, when they check their performance metrics, then they should see an aggregate score and feedback on their strengths and areas for improvement.
User can seamlessly integrate real-time feedback with the learning management system (LMS).
Given that the user is using the real-time feedback feature, when they complete a quiz, then the feedback should be logged in the LMS connected to their profile without any errors.
User can access real-time feedback on mobile devices during training sessions.
Given that a user is participating in a training session using a mobile device, when they submit a quiz answer, then they should receive real-time feedback on their device without delays.
User can provide feedback on the usefulness of the immediate feedback feature after training.
Given that a user completes a training session, when they are prompted to evaluate the immediate feedback feature, then they should be able to submit their feedback and see a confirmation that it was received.
User can experience consistent feedback mechanisms across different training modules.
Given that a user completes quizzes in different training modules, when they receive feedback, then the feedback format and delivery timing should be consistent across all modules.
Performance Analytics Dashboard
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User Story
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As a manager, I want to analyze training performance metrics through a dashboard, so that I can make informed decisions about my team's development and identify areas for improvement.
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Description
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The Performance Analytics Dashboard requirement allows for the display of training data, user progress, and aggregated feedback results in a user-friendly interface. This feature empowers trainers and management with insights into the effectiveness of training sessions, helping to identify skill gaps and training needs. It integrates with the existing user data framework and utilizes visualizations such as charts and graphs to illustrate trends over time. This enhances strategic decision-making and aligns training initiatives with overall business objectives, improving operational efficiency within the organization.
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Acceptance Criteria
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User accesses the Performance Analytics Dashboard to review training session results after a round of employee training has concluded.
Given a user is logged into the ConsistAI platform, when they navigate to the Performance Analytics Dashboard, then they should see a summary of user progress, including completion rates and average quiz scores.
Trainers need to analyze skill gaps across different department teams based on training session feedback data.
Given the Performance Analytics Dashboard displays training data, when a trainer selects a specific department, then the dashboard should show visualizations indicating skill gaps identified from aggregated feedback.
Management is reviewing the effectiveness of training initiatives by comparing training outcomes over multiple quarters.
Given that the dashboard supports time-series analysis, when management filters the data by quarter, then the dashboard should display trends in user progress and training effectiveness over the selected time periods using line graphs.
A user wants to download a report of the performance analytics to share with others in the organization.
Given the Performance Analytics Dashboard contains relevant data, when the user clicks on the 'Download Report' button, then a well-formatted PDF report should be generated and made available for download.
A trainer uses the dashboard to identify the need for additional training sessions based on current performance metrics.
Given the trainer is viewing the dashboard, when they see that the average quiz score is below a certain threshold, then a notification should alert them to consider scheduling additional training.
Users need to filter training data based on specific criteria for a tailored view of the performance metrics.
Given the user is on the Performance Analytics Dashboard, when they apply filters for date range and department, then the displayed data should refresh to reflect the selected filters accurately.
The dashboard must support real-time data updates as new training results come in.
Given that new training session data is available, when the dashboard is refreshed or accessed, then the new data should automatically update without requiring a manual refresh.
Customizable Training Modules
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User Story
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As a trainer, I want to customize training modules to fit my team's specific requirements, so that the learning experience is more relevant and effective for their roles.
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Description
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This requirement introduces the capability to customize training modules according to the specific needs of the organization or departments within it. It allows trainers to select, modify, or sequence various modules, quizzes, and simulation scenarios to suit the skill levels and learning objectives of their staff. This customization ensures that training is relevant and impactful, driving engagement and better outcomes. This feature will be integrated into the existing training platform, allowing for easy management and administration of customized training paths for different teams.
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Acceptance Criteria
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Trainers are customizing training modules for different departments based on their specific skills and learning objectives during a training coordination meeting.
Given trainers have access to the training platform, when they select a department and customize a module, then they must be able to modify content, quizzes, and scenarios tailored to that department's objectives without errors.
Users are testing the customized training modules during live training sessions to evaluate their relevance and effectiveness.
Given users are engaged in a live training session, when they complete the training module, then at least 90% of participants must report that the content was relevant and met their learning needs via an immediate feedback survey.
Administrators are reviewing customized training paths and ensuring they are properly sequenced for effective learning outcomes.
Given an administrator accesses the training management dashboard, when they review a customized training path, then they must see modules sequenced logically according to skill progression and learning objectives set by the trainers.
Trainers are analyzing quiz results and assessing the performance of staff based on the customized training modules.
Given trainers have collected quiz results from completed training modules, when they evaluate the data, then they must see at least a 20% improvement in quiz scores compared to prior assessments of the same material before customization.
Managers are tracking compliance and completion rates of customized training modules across different departments.
Given managers access the compliance reporting feature in the platform, when they view the completion rates, then they must see at least 95% compliance across all departments with the assigned customized training modules.
Staff are accessing the platform to choose their customized training paths based on their individual learning goals and career development.
Given staff members log into the training platform, when they select their customized training path, then they must receive a confirmation of their selections and an overview of the modules they will complete, ensuring the path aligns with their development goals.
The system is integrating feedback from training sessions to continuously improve the customization of training modules.
Given feedback is collected from training sessions, when the training content is updated, then at least 80% of the changes should reflect the feedback received, enhancing the relevance and effectiveness of the training modules.
Gamification Elements
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User Story
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As a trainee, I want to earn badges and see my progress on a leaderboard during training, so that I stay motivated and engaged throughout the learning process.
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Description
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The Gamification Elements requirement seeks to implement game-like features such as badges, leaderboards, and achievement tracking within the training platform. These elements will motivate trainees by making learning more engaging and rewarding. By introducing a level-up mechanism and rewards system, the platform encourages competition and peer engagement during the training sessions. This feature is designed to enhance user experience and satisfaction while fostering an environment of continuous learning and improvement within the organization.
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Acceptance Criteria
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User receives immediate feedback after completing a quiz in the training module.
Given the user has completed a quiz, when they submit their answers, then they should receive instant feedback on their performance, detailing the number of correct and incorrect answers, as well as explanations for the correct answers.
Users earn badges for completing training modules on time.
Given a user completes a training module within the specified timeframe, when the module is marked as complete, then the system should automatically award the relevant badge to the user’s profile and notify the user of their achievement.
A leaderboard displays the top-performing trainees based on completed trainings and scores.
Given that multiple users have completed training modules, when the leaderboard is accessed, then it should display users ranked by their scores, including the user's own rank and total score for transparency.
Users can track their training progress and achievements in a personal dashboard.
Given that a user logs into their dashboard, when they view their profile, then they should see a summary of completed trainings, earned badges, and current leaderboard position, ensuring they can easily assess their learning journey.
The level-up mechanism unlocks new training modules as users achieve specific milestones.
Given a user has reached a predefined milestone (e.g., completing 5 training modules), when they log in, then the system should automatically unlock the next level of training modules and notify the user of the new available content.
Trainees can provide feedback on their training experience via surveys after completing a module.
Given that a trainee completes a training module, when they finish, then they should be prompted to participate in a feedback survey, which should be saved and accessible to administrators for quality improvement purposes.
The rewards system distributes virtual points for various achievements to enhance engagement.
Given that a user completes specific actions (such as finishing a module or scoring above a threshold), when these actions are logged, then the system should award the user virtual points accordingly, which can be tracked in their profile.
Progress Tracking Dashboard
An intuitive dashboard that enables users to monitor their training progress in real-time. This feature displays completed modules, scores, and areas where improvement is needed, helping individuals stay motivated and focused on their learning goals. By empowering users to take ownership of their training, it fosters a culture of self-improvement and accountability within the organization.
Requirements
Real-Time Progress Metrics
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User Story
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As a training participant, I want to see my training progress in real time so that I can stay motivated and identify areas where I need to improve.
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Description
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The Real-Time Progress Metrics requirement focuses on providing users with live updates on their training milestones. The dashboard will showcase the completion status of training modules, along with scores and feedback, allowing users to identify strengths and areas for improvement instantly. By integrating with user profiles, this feature will enhance personalization and adaptability of training programs, fostering a sense of achievement and motivating continuous learning.
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Acceptance Criteria
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Users can view real-time updates on their training progress as they complete different modules throughout the training program, allowing them to track their achievements.
Given a user has logged into the Progress Tracking Dashboard, when they complete a training module, then the dashboard should reflect the updated completion status and display the score for that module immediately without needing a page refresh.
In a scenario where a training module is completed, users should receive instant feedback on their performance, allowing them to understand their strengths and areas for improvement.
Given a user completes a training module, when the score is calculated, then the dashboard should provide detailed feedback including specific strengths and weaknesses of the user's performance as soon as the user views the module completion notification.
Users want to ensure they can access personalized training metrics related to their individual training paths, so they can better understand their learning journey.
Given a user accesses their profile on the Progress Tracking Dashboard, when they view their progress metrics, then the dashboard should display personalized training statistics that reflect their completed modules, individual scores, and areas identified for further improvement.
As a training facilitator, I need to confirm that the dashboard accurately updates and tracks real-time progress for all users enrolled in training programs.
Given multiple users are enrolled in the same training program, when at least one user completes a module, then the training facilitator should be able to view an updated leaderboard showing real-time statuses of all users' progress.
Users wish to monitor their improvement over time and see trends in their training performance across different modules.
Given a user interacts with the Progress Tracking Dashboard over a period of several weeks, when they check their training history, then the dashboard should visualize their progress trends over time using graphs or charts that highlight improvements or regressions across completed modules.
Users are interested in setting goals for their training completion to foster motivation and accountability.
Given a user has logged into the dashboard, when they set a training goal for the number of modules to be completed within a specific time frame, then the dashboard should display their goal status, including how many modules have been completed towards that goal and time remaining to achieve it.
A training cohort needs to evaluate the effectiveness of the training program based on user performance feedback.
Given that training is conducted over a period, when the training program concludes, then the dashboard should aggregate and present the overall performance metrics of all users, including average scores and completion rates, to assess the effectiveness of the training modules.
Customizable Training Goals
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User Story
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As a user, I want to set my own training goals so that I can tailor my learning experience and track my achievements against my personal objectives.
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Description
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The Customizable Training Goals requirement allows users to set, modify, and track their own learning objectives within the dashboard. This feature empowers individuals to define what success looks like for them, creating a personalized learning path that aligns with their career aspirations and the organization's goals. Integration with performance metrics will enable users to assess their progress against these goals effectively, enhancing user engagement and accountability.
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Acceptance Criteria
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User navigates to the Customizable Training Goals section of the Progress Tracking Dashboard to set their individual learning objectives for the quarter.
Given the user is logged in, when they access the Customizable Training Goals section, then they should see an option to set new training goals with a clearly defined input form.
A user wants to modify an existing training goal on the dashboard after receiving feedback from a training manager.
Given the user has an existing training goal, when they select the option to modify the goal, then they should be able to edit the description and adjust the target completion date.
Users are tracking their progress against their set training goals on the dashboard.
Given the user has set training goals, when they view the Progress Tracking Dashboard, then they should see a visual representation of their progress, including completed modules and scores, alongside the percentage of the goal achieved.
A user wants to assess the alignment of their training goals with organizational objectives.
Given the user is reviewing their training goals, when they access the alignment feature, then they should see a summary showing how their goals contribute to the organization's overall training objectives.
An administration user wants to ensure that all training goals are tracked and report on user progress for management review.
Given the user is an admin, when they access the report generation feature, then they should be able to generate a comprehensive report of all users' training goals and their progress metrics.
Users receive notifications when they achieve a training goal or need to adjust timelines due to delays.
Given the user has set training goals, when a goal deadline approaches without completion, then they should receive an automated reminder notification prompting them to review and adjust their goals as necessary.
A user sets training goals that integrate with their performance metrics and receive continuous progress feedback.
Given the user has linked their performance metrics, when they complete a module, then the system should automatically update their training progress and reflect it in the dashboard.
Gamification Elements
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User Story
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As a user, I want to earn badges and compete on a leaderboard during my training so that I feel motivated to complete modules and achieve my learning goals.
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Description
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The Gamification Elements requirement introduces game-like features such as badges, leaderboards, and rewards systems within the training dashboard. This aspect is designed to increase user engagement and motivation, turning training modules into fun and competitive activities. By tracking achievements and recognizing user progress, this feature fosters a sense of community and encourages friendly competition among users, ultimately leading to improved completion rates and participation in training programs.
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Acceptance Criteria
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User earns a badge for completing a training module within the defined time frame.
Given a user completes a training module within the designated time, when the training module is marked as complete, then the system should automatically award the user a badge for that module.
Leaderboard accurately displays top performers based on training completion and scores.
Given multiple users complete training modules, when the leaderboard is accessed, then it should display the top five users sorted by completion rate and average score, updating in real-time.
User receives rewards after achieving specific milestones in training programs.
Given a user reaches a milestone (such as completing five training modules), when the milestone is achieved, then the system should generate an appropriate reward and notify the user through the dashboard.
Users can view their progress metrics and feedback related to training performance.
Given a user logs into the Progress Tracking Dashboard, when they navigate to the progress section, then they should see their completed modules, scores, specific areas for improvement, and any badges earned.
Users can compare their scores with peers on the leaderboard.
Given a user accesses the leaderboard, when they view their rank, then the system should accurately display their position relative to other users, based on their scores and completed modules.
The system sends notifications for new badges earned and milestones achieved.
Given a user earns a badge or achieves a milestone, when this event occurs, then the system should send a notification to the user's dashboard and email regarding the earned recognition.
Dynamic Feedback Integration
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User Story
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As a learner, I want to receive immediate feedback after completing a module so that I can quickly address my weaknesses and enhance my understanding of the material.
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Description
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Dynamic Feedback Integration involves real-time feedback provided to users based on their performance in training modules. This feature will utilize AI-driven analytics to suggest improvements and offer tailored resources for better understanding of challenging concepts. By facilitating immediate feedback, users can adapt their learning strategies accordingly, enhancing their overall training experience and effectiveness, while also promoting self-directed learning.
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Acceptance Criteria
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User receives real-time feedback based on performance while completing a training module on procurement strategies.
Given a user is actively completing a training module, when the module tracks their performance, then the user should receive feedback immediately after they submit an answer, indicating whether it was correct or incorrect along with tailored resource suggestions for improvement.
A facility manager views their training progress on the dashboard, focusing on completed modules and areas needing improvement.
Given a facility manager accesses the Progress Tracking Dashboard, when they select the 'Training Progress' section, then they should see a visual representation of completed modules, scores for each module, and specific areas highlighted for further development.
Users utilize dynamic feedback to adjust their learning strategies during a training session on waste reduction techniques.
Given a user has completed a training module and accessed dynamic feedback, when they review the feedback, then they should see actionable insights and links to additional resources that are customized to enhance their understanding of waste reduction methods.
A user completes multiple training modules and checks the cumulative feedback provided by the system on their learning journey.
Given a user has completed at least three training modules, when they view the 'Cumulative Feedback' section on the dashboard, then they should see an aggregated report detailing their performance trends and suggestions for forthcoming modules.
The system generates tailored resource recommendations based on a user's performance in specific areas after module completion.
Given a user has finished a training module in which they scored below 70%, when they access the feedback section, then the system should present them with relevant resources and strategies specifically aimed at improving their understanding in less mastered topics.
Resource Accessibility Feature
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User Story
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As a participant, I want easy access to additional resources related to my training so that I can better understand the material and enhance my learning experience.
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Description
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The Resource Accessibility Feature ensures that all training materials, guides, and additional resources are easily accessible from the dashboard. This requirement emphasizes the importance of providing supplementary learning materials to support users on their training journey. It includes options for content filtering, to help find specific information quickly, and provides downloadable formats for offline study. Enhancing accessibility will improve knowledge retention and user satisfaction.
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Acceptance Criteria
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Users can easily locate and access training materials directly from the Progress Tracking Dashboard.
Given a user is on the Progress Tracking Dashboard, when they search for a specific training module, then the relevant materials should be displayed within 3 seconds.
Users can filter training resources based on categories such as 'Completed', 'In Progress', and 'Needs Improvement'.
Given a user is viewing the resource list, when they apply a filter, then only resources matching the selected category should be displayed instantly without errors.
Users are able to download training materials in various formats for offline access.
Given a user selects a downloadable training resource, when they initiate a download, then the file should be successfully downloaded in the correct format (PDF, DOCX, etc.) within 5 seconds of the request.
The dashboard provides feedback on users' resource utilization and areas where additional support is needed.
Given a user checks their activity log, when they view feedback on resource utilization, then they should see a clear summary of resources accessed and suggestions for improvement.
Users can access additional support materials linked directly within the dashboard for easy navigation.
Given a user selects an option for support materials, when they click the link, then they should be directed to a dedicated support page without delay or errors.
Collaborative Learning Spaces
This feature creates virtual group discussions and forums where users can collaborate on problem-solving activities related to inventory management and sustainability. By facilitating peer-to-peer learning, it encourages knowledge sharing and team building among staff. Users benefit from diverse perspectives and experiences, enhancing their understanding of complex topics and fostering a sense of community.
Requirements
Virtual Group Discussions
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User Story
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As a facility manager, I want to engage in virtual group discussions with my peers so that I can learn about effective inventory management strategies and share my experiences related to sustainability initiatives.
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Description
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The Virtual Group Discussions requirement allows users to participate in real-time discussions within defined forums focused on inventory management and sustainability topics. Each forum can have specific themes, enabling targeted discussions that promote collaborative problem-solving. This feature integrates seamlessly with the existing platform functionalities, leveraging user data to suggest relevant forums and discussion topics based on current inventory challenges and sustainability goals. Additionally, the feature provides tools for users to post questions, share experiences, and offer solutions, enhancing their collective understanding and operational efficiency while fostering a supportive community culture.
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Acceptance Criteria
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User initiates a virtual group discussion on sustainability practices related to inventory management.
Given a user is logged into ConsistAI, when they select a predefined forum on sustainability practices, then they should be able to create a new discussion topic and invite other users to join.
Users participate in real-time discussions within the forum, sharing insights on inventory challenges.
Given multiple users are in a discussion forum, when one user posts a question, then all participants should receive a notification of the new question in real-time.
Users leverage the platform to suggest relevant discussion topics based on inventory data.
Given the user’s current inventory statuses, when they access the discussion forum, then the system should suggest three relevant discussion topics tailored to their inventory challenges.
Team members view and respond to existing posts in a discussion forum.
Given a user is in a discussion forum, when they view a post, then they should be able to respond to that post with a comment that includes text and the option to upload files or images.
Users engage in peer-to-peer learning and knowledge sharing in discussions.
Given a user has posted a question in the forum, when three or more unique users respond with answers or suggestions, then the discussion is marked as active and a notification is sent to all participants.
Users utilize discussion tools to rate the helpfulness of responses.
Given a user is viewing responses in a discussion thread, when they click on a helpfulness rating option next to a response, then that response's rating count should increment by one and the user should receive a confirmation message that their feedback has been recorded.
Knowledge Repository
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User Story
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As a procurement officer, I want to have access to a knowledge repository so that I can find proven solutions to challenges I face and implement best practices in my operations.
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Description
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The Knowledge Repository serves as a centralized library where users can access documented insights, solutions, and best practices shared during collaborative discussions. This repository will allow users to search for specific topics, download resources, and contribute their experiences, creating a continuous learning environment. By integrating machine learning algorithms, the repository can recommend relevant documents based on user queries or previous interactions, ensuring that valuable knowledge is easily accessible and promoting sustainable practices in inventory management.
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Acceptance Criteria
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Knowledge Repository Search Functionality
Given a user is logged into ConsistAI, when they perform a search for a specific topic in the Knowledge Repository, then the system shall return relevant documents within 5 seconds, displaying the title, summary, and date of each document.
Document Contribution Process
Given a user has access to the Knowledge Repository, when they contribute a document or resource, then the document must be reviewed and approved by an administrator, and the user should receive a confirmation notification within 1 hour of submission.
Machine Learning Recommendations
Given a user frequently accesses certain topics in the Knowledge Repository, when they log in next, then the system shall display recommended documents based on their previous interactions, with at least 3 new relevant documents visible on the dashboard.
Resource Download Functionality
Given a user has located a document of interest in the Knowledge Repository, when they click the download button, then the document should be downloaded successfully without any errors, and a confirmation message should appear.
User Access Control
Given that multiple user roles exist in ConsistAI, when a user with 'viewer' permissions attempts to edit a document in the Knowledge Repository, then the system should restrict the action and display an error message indicating insufficient permissions.
Feedback Mechanism for Knowledge Repository
Given a user has accessed a document in the Knowledge Repository, when they submit feedback on that document, then the feedback should be recorded in the system, and an acknowledgment message should be sent to the user within 5 minutes.
Mobile Accessibility of Knowledge Repository
Given a user is accessing the Knowledge Repository via a mobile device, when they view a document, then the layout should be fully responsive, allowing the user to read and scroll through the document easily without horizontal scrolling.
Feedback and Rating System
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User Story
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As a user, I want to rate the discussions and resources provided in the forums so that I can help others find the most relevant and useful information.
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Description
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The Feedback and Rating System allows participants in discussions and contributors to the knowledge repository to provide ratings and comments on the usefulness of shared content and insights. This system will enable users to identify the most valuable discussions and resources, fostering a culture of continuous improvement and ensuring that high-quality information is prioritized. The feature will track ratings and feedback over time to help identify trending topics and encourage users to engage more actively in discussions.
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Acceptance Criteria
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Users can submit ratings and comments on discussion posts within the Collaborative Learning Spaces feature.
Given a user has participated in a discussion, when they access the feedback section, then they should be able to submit a rating from 1 to 5 stars and leave a comment.
Users can view and filter discussions based on average ratings.
Given a user is viewing the list of discussions, when they apply a filter for ratings, then they should see discussions sorted in descending order of average ratings.
The system records and displays user feedback over time to identify trending topics and discussions.
Given a user accesses the feedback dashboard, when they view feedback trends, then they should see a graphical representation of feedback over time, including the number of ratings and comments for each discussion.
Administrators can review and moderate feedback submitted by users.
Given an administrator is logged into the system, when they navigate to the feedback moderation section, then they should be able to review all ratings and comments, approve or delete inappropriate content, and provide responses.
Users receive notifications when their contributions are rated or commented on.
Given a user has contributed to a discussion, when someone rates or comments on their contribution, then the user should receive a notification within the platform and via email if they have opted in for email notifications.
The rating system influences the visibility of discussions in the Collaborative Learning Spaces.
Given a user is browsing discussions, when the system ranks discussions by utility, then the highest-rated discussions should appear at the top of the list, improving visibility for quality content.
Users can retract or edit their feedback after submission.
Given a user has submitted a rating and comment, when they access their previous feedback, then they should have the option to edit or retract their rating and comment within a 24-hour period.
Event Scheduling Tool
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User Story
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As a manager, I want to schedule events for discussions on sustainability practices so that I can ensure focused and productive collaboration with my team and industry peers.
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Description
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The Event Scheduling Tool will enable users to create and manage virtual meetups centered around specific topics of interest within inventory management and sustainability. Users can propose discussion dates and times, send invitations, and track participant RSVPs. This tool will help facilitate structured learning sessions, increase participant engagement, and provide diverse viewpoints, making collaborative learning more organized and efficient.
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Acceptance Criteria
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Users can schedule a virtual meetup to discuss inventory best practices, specifying the date and time, and inviting colleagues.
Given a user is logged into ConsistAI, when they navigate to the Event Scheduling Tool and fill out the meetup details including date, time, and participants, then the system should send invitations to all selected participants and confirm the event is created in the user's calendar.
Users can view all scheduled virtual meetups and RSVP for the ones they want to attend.
Given a user is on the Event Scheduling Tool page, when they view the list of scheduled meetups, then they should see options to RSVP to each event, showing their response clearly next to each meeting.
Users can edit or delete a scheduled virtual meetup they created.
Given a user has created a meetup, when they access the meetup details and choose to edit or delete it, then the system should allow them to make those changes and reflect them in the list of scheduled meetups.
Users can receive reminders for their upcoming virtual meetups as scheduled.
Given a user has an upcoming meetup scheduled, when the time configured for reminders approaches, then the system should send a notification to the user about the upcoming event via email and/or in-app notification.
Users can access a summary of past virtual meetups including topics discussed and participant engagement.
Given a user has attended a meetup, when they navigate to the Event Scheduling Tool's history section, then they should see a list of past meetups including details on discussions held and participant feedback.
The Event Scheduling Tool integrates seamlessly with the user’s calendar application.
Given a user schedules an event, when they view their calendar app, then the scheduled event should appear automatically in their calendar without requiring manual entry.
Real-time Polling and Q&A
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User Story
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As a discussion moderator, I want to conduct real-time polls during our group discussions so that I can instantly gather insights from participants and stimulate deeper conversations.
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Description
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The Real-time Polling and Q&A feature allows users to conduct live polls and ask questions during discussions to enhance engagement and gather real-time feedback. This will help moderators gauge opinions on specific topics and encourage active participation from all users. Integration with chat functionality will allow for seamless interaction, ensuring that the most pressing concerns are addressed in real-time, thus driving better decision-making in inventory management practices.
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Acceptance Criteria
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Polling and Q&A Session within a Virtual Learning Space
Given a live virtual discussion, when a moderator initiates a polling question, then users can participate in the poll and see real-time results on the dashboard.
Seamless Integration of Polls into Discussions
Given an ongoing virtual discussion, when a user poses a question for polling, then the question should be posted immediately to all participants without delay.
Feedback Gathering through Q&A Feature
Given that a Q&A session is in progress, when users submit their questions, then all submitted questions should be visible to everyone in the chat for transparency.
Engagement Metrics from Polling Activities
Given that a polling session has concluded, when analyzed, then the engagement metrics (number of participants, response rate) should accurately reflect the data captured during the session.
User Notifications for Polling and Q&A Participation
Given that a live poll or Q&A is initiated, when the event starts, then users should receive instant notifications to participate in the activities available.
Post-Event Summary of Poll Results and Questions Asked
Given the completion of a polling session, when the session ends, then all poll results and questions should be compiled into a summary report and shared with participants.
User Experience During Polling and Q&A
Given users are participating in a Q&A session, when they interact with the polling feature, then their experience should be smooth with no technical interruptions or delays.
Scenario-Based Simulations
Offering interactive simulations that replicate real-world scenarios in hospitality operations, this feature allows users to practice their decision-making skills in a risk-free environment. Users engage with practical applications of concepts learned in training, helping them develop critical thinking and problem-solving skills that translate effectively to their daily responsibilities.
Requirements
Interactive Simulation Engine
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User Story
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As a training manager, I want to provide my staff with interactive simulations of real-world scenarios so that they can practice decision-making skills in a risk-free environment and improve their performance in actual situations.
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Description
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The Interactive Simulation Engine enables users to engage in realistic simulations that mimic various challenges and scenarios in hospitality operations. This engine allows for the customization of scenarios based on specific hotel or restaurant contexts, facilitating tailored training experiences. By integrating with existing training modules, the engine provides opportunities for users to practice decision-making in high-pressure situations, thereby enhancing retention and reinforcing learned concepts. As users navigate through different scenarios, they receive instant feedback and insights, promoting critical thinking and problem-solving skills that are directly applicable to their day-to-day responsibilities.
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Acceptance Criteria
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User engages in a simulation to handle a large influx of guests during a peak season.
Given a peak season scenario, when the user makes operational decisions, then they should receive immediate feedback on the outcomes of their choices and a summary report of the decisions made with key performance indicators (KPIs).
A user customizes a simulation scenario to reflect their specific hotel’s operations and challenges.
Given that a user has selected the customization options, when they save the new scenario, then it should be stored successfully and available for future sessions without any data loss.
A user completes a series of simulations and accesses their performance metrics to assess improvement over time.
Given the user has completed multiple simulations, when they access the performance metrics dashboard, then it should display a clear comparison of their scores and progress over time including areas of strength and weakness.
A user navigates a simulation with time constraints and needs to make quick decisions while managing resources.
Given a time-constrained scenario, when the user makes a decision within the allotted time, then the system should reflect the impact of that decision on resource levels and guest satisfaction in real-time.
Users participate in a team-based simulation challenge to improve collaboration and communication skills.
Given a team challenge scenario, when team members make decisions and discuss strategies, then the system records their interactions and provides feedback on teamwork effectiveness post-simulation.
A new employee uses the simulation engine for the first time to familiarize themselves with hospitality operations.
Given a new user has logged into the system, when they start the introductory simulation, then they should receive guided instructions and tips to navigate the simulation effectively with completion metrics at the end.
The simulation engine integrates with existing training modules to enhance learning outcomes.
Given that the simulation engine is integrated with existing training modules, when a user completes a relevant training, then the system should automatically suggest simulations that reinforce or expand upon the content learned in training.
Scenario Customization Tools
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User Story
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As a procurement officer, I want to customize training simulations to reflect our hotel's unique operational challenges so that staff can prepare for specific real-world situations they will encounter in their roles.
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Description
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The Scenario Customization Tools allow users to create and modify scenarios to reflect real operational challenges they face. Users can define variables, such as customer behavior, resource availability, and operational constraints, tailoring simulations to their specific needs. This requirement enhances the relevance and applicability of training exercises, ensuring that staff are better prepared for the unique challenges of their establishment. By providing a flexible and user-friendly interface, the tools empower managers and trainers to develop engaging training content that evolves with changing market conditions and service demands.
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Acceptance Criteria
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User creates a customized simulation scenario reflecting peak holiday season operations.
Given the user is logged into the Scenario Customization Tools, when they input data on customer behavior, resource availability, and constraints for the holiday season, then a customized simulation that reflects these parameters should be successfully saved and accessible for further use.
Manager modifies an existing scenario to simulate sudden supply chain disruptions.
Given an existing scenario is loaded, when the manager updates variables to reflect sudden supply shortages, then the system should update the scenario and indicate it has been modified successfully with a timestamp.
Trainer reviews and tests a customized scenario for employee training effectiveness.
Given the trainer selects a customized scenario for review, when they initiate the simulation, then they should be able to observe varied outcomes based on different operational decisions made during the training session.
User exports a customized scenario for use in reporting and presentation.
Given the user has created a scenario, when they choose to export it, then the system should generate an exportable file in the specified format (PDF/CSV) that includes all scenario details and analysis results.
System provides guidance on setting up effective scenarios for unfamiliar users.
Given a new user accesses the Scenario Customization Tools, when they click on the 'Help' feature, then an instructional guide should appear, offering step-by-step assistance on customizing scenarios effectively.
A user tests a customized scenario with different decision-making paths.
Given the user has created a customized scenario, when they run the simulation and make various decisions, then the simulation must reflect distinct outcomes based on each decision path chosen during the exercise.
User configures a scenario with multiple variable inputs and runs it successfully.
Given the user inputs multiple variables into the customization tool, when they execute the scenario simulation, then the system should process the variables concurrently and display the results without error.
Performance Analytics Dashboard
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User Story
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As a facility manager, I want to view performance analytics from my team's simulation practice so that I can identify areas for improvement and tailor further training sessions accordingly.
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Description
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The Performance Analytics Dashboard aggregates data from user interactions with the simulation feature, providing insight into user performance and decision-making processes. It tracks metrics such as time taken to make decisions, the number of correct vs. incorrect choices, and overall user engagement within simulations. By analyzing this data, management can identify areas where staff may need additional training or support, thereby fine-tuning the training approach and enhancing the efficacy of the learning experience. This dashboard becomes a key tool for aligning training outcomes with operational excellence goals.
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Acceptance Criteria
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User accesses the Performance Analytics Dashboard after completing a simulation training session to review their performance metrics and gain insights into their decision-making process.
Given the user has completed the simulation, when they access the Performance Analytics Dashboard, then they should see a summary of key metrics including time taken to make decisions, the number of correct vs. incorrect choices, and overall engagement level.
Management wants to analyze the performance of multiple users to identify training needs and improve decision-making capabilities based on the collected data from the Performance Analytics Dashboard.
Given multiple users have completed simulations, when management accesses the Performance Analytics Dashboard, then they should be able to filter and compare performance metrics across different users.
A user is engaged with the Performance Analytics Dashboard and wants to understand their historical performance to track improvements over time and focus on areas needing development.
Given a user is logged into their account on the dashboard, when they navigate to the historical performance section, then they should view a comprehensive report detailing their performance trends over time with graphical representations.
A facility manager observes that a group of employees consistently performs poorly in simulations and decides to use the insights from the Performance Analytics Dashboard to provide targeted training.
Given the facility manager identifies specific weak areas from the performance metrics, when they review those metrics in detail, then they should have actionable insights that guide them to create focused training sessions.
Users want to receive feedback on their performance immediately after completing a simulation to enhance the learning experience before moving on to the next challenge in the training program.
Given a user completes a simulation, when they finish, then they should receive an instant performance summary detailing their decision-making accuracy and suggested areas for improvement.
A user wishes to export their performance data from the Performance Analytics Dashboard for discussing with their supervisor during a performance review.
Given a user is viewing their performance metrics, when they select the export option, then the system should provide a downloadable report in a suitable format (e.g., PDF, CSV) that contains their metrics and insights.
Multi-User Collaboration Module
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User Story
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As a restaurant manager, I want my team to participate in collaborative simulations so that we can improve our communication and teamwork skills in handling operational challenges effectively as a group.
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Description
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The Multi-User Collaboration Module enables team members to engage in simulations together, fostering collaboration and teamwork through shared decision-making scenarios. This module supports role assignments within scenarios—such as front desk, management, and maintenance—allowing users to experience the dynamics of working within a team in a simulated environment. This collaborative approach not only enhances communication skills but also provides valuable insights into team dynamics under pressure, which are critical in real-life hospitality operations.
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Acceptance Criteria
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Multi-User Collaboration in a Realistic Hotel Scenario
Given multiple users in distinct roles (front desk, management, maintenance), when they engage in a simulation, then each user should be able to take actions representative of their assigned role that influence the overall outcome of the simulation.
Role-Based Decision Making Under Pressure
Given a high-pressure scenario (e.g., overbooked hotel or maintenance emergency), when users make decisions relevant to their roles, then the system should accurately reflect the consequences of those decisions on the simulation outcome and team dynamics.
Team Performance Metrics During Simulations
Given a completed simulation, when team members review their performance, then the system should provide detailed metrics and feedback on individual contributions, communication effectiveness, and overall team performance.
Seamless Role Assignments for Users
Given a scenario setup, when users join the simulation, then they should be able to select or be assigned specific roles without technical issues or delays, ensuring a smooth onboarding process.
Collaboration and Communication Tools Availability
Given users are engaged in a simulation, when they need to communicate or collaborate, then the platform should provide accessible tools (e.g., chat, video, notes) that function effectively during the simulation.
Accessibility of Simulation Resources
Given users participate in a multi-user simulation, when they require training materials or resource documentation, then these materials should be easily accessible and integrated within the simulation interface.
Post-Simulation Feedback and Insights
Given that a multi-user simulation has been completed, when the team concludes the session, then users should receive consolidated feedback, including strengths, weaknesses, and areas for improvement, to enhance learning and collaboration.
Feedback and Scoring Mechanism
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User Story
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As a user, I want to receive immediate feedback and scores on my performance in simulations so that I can understand my strengths and weaknesses, ultimately helping me to improve my skills in hospitality management.
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Description
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The Feedback and Scoring Mechanism provides structured feedback to users following their participation in simulations, evaluating decisions made and recommending improvements. The scoring system will be transparent, allowing users to see how their choices impact outcomes, which fosters a growth-oriented mindset. This requirement enhances the learning experience by bridging the gap between completion and actionable insights, guiding users on how to apply their learnings more effectively in real-world situations.
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Acceptance Criteria
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User engages with a scenario-based simulation focused on managing supplier negotiations, aiming to enhance their decision-making skills through interactive participation.
Given the user completes the negotiation simulation, when the simulation ends, then the user receives a detailed feedback report highlighting strengths, weaknesses, and suggested actions for improvement.
After completing a series of simulations, the user requests to view their scoring history to track their learning progress and decision-making capabilities over time.
Given the user accesses the scoring history, when they view their past simulations, then they should see a clear, chronological list of scores, along with feedback for each simulation.
The user participates in a crisis management simulation, making critical decisions under time constraints, and seeks a reflective analysis to understand their choices.
Given the user completes the crisis management simulation, when they submit their choices, then they receive immediate feedback on the impact of each decision made during the simulation, with actionable insights.
A facility manager uses the simulation feature to experiment with different stock management strategies, aiming to optimize resource allocation and reduce waste in real situations.
Given the user engages in the stock management simulation, when the simulation concludes, then they are provided with a score that reflects their effectiveness in resource management and a comparison with best practices.
A user completes multiple simulations over a training period and wants to understand their overall performance in a visual format to facilitate discussions with their mentor.
Given the user finishes all training simulations, when they request the summary report, then they should receive an aggregated performance report showing scores, trends over time, and areas for improvement in visual formats (charts/graphs).
An individual participating in simulations seeks immediate clarification on an incorrect decision made during the simulation to learn from mistakes effectively.
Given the user makes an incorrect choice during the simulation, when they request clarification, then they should receive an instant notification explaining the reasoning behind the correct decision and its implications.
After participating in a hospitality service simulation, the user wants to evaluate their performance in a group setting with peers for collaborative learning and development.
Given the user finishes the hospitality service simulation, when they share their results with a group, then all group members should be able to access each other’s scores and feedback for collective insight and discussion.
Certification Badges
This feature awards digital badges for completing training modules and achieving certain milestones within the platform. Users can showcase these badges on their profiles, promoting a sense of accomplishment and professional development. This incentivizes continual learning and encourages healthy competition among staff, ultimately leading to higher engagement and participation in training.
Requirements
Badge Creation Process
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User Story
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As a training administrator, I want to create customizable certification badges so that I can recognize user achievements and encourage engagement in training programs.
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Description
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The system must enable the creation of digital certification badges based on predefined criteria such as training module completion and milestone achievements. This feature will allow administrators to customize badges that represent specific skills or accomplishments within the platform. By providing visually appealing and meaningful badges, users will have a tangible way of showcasing their achievements, which can motivate continued participation in professional development activities.
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Acceptance Criteria
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Badge Creation by Administrator for Training Module Completion
Given an administrator has access to the badge creation interface, when they input a new badge name and select 'Training Module Completion' as the criteria, then the badge is successfully created and stored in the system for future use.
Badge Display on User Profiles
Given a user has completed a training module and has earned a badge, when they access their profile, then the completed badge is visibly displayed on their profile alongside other badges.
Multiple Badges for Different Milestones
Given the administrator creates multiple badges for various milestones, when a user achieves each milestone, then the corresponding badge is awarded and displayed in their profile.
Notifications for Newly Earned Badges
Given a user has earned a badge, when the badge is awarded, then an automatic notification is sent to the user via email and displayed on their dashboard alerting them of their new achievement.
Badge Criteria Customization Options
Given an administrator is creating a badge, when they select the badge creation options, then they are able to customize the criteria for earning the badge by specifying completion parameters and associated training materials.
Badge Management for Administrators
Given that badges have been created, when an administrator wants to edit or delete a badge, then they can do so without any errors and changes are reflected in real-time on user profiles.
Report Generation for Badge Achievements
Given an administrator wants to assess training engagement, when they generate a report on badge achievements, then the report accurately reflects the number and types of badges earned by users within a specified timeframe.
User Profile Display
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User Story
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As a user, I want to showcase my earned badges on my profile so that I can demonstrate my professional development and achievements to my peers.
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Description
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Users must be able to display their earned digital badges prominently on their profiles. This feature should include an aesthetically pleasing interface that allows users to show off their credentials to peers and supervisors. Displaying badges will enhance the users’ profiles, foster a sense of pride, and promote healthy competition among staff, contributing to an overall increase in training engagement.
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Acceptance Criteria
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Displaying Badges in User Profiles
Given a user with earned digital badges, when they navigate to their profile, then the badges should be prominently displayed in a visually appealing manner, allowing easy recognition of their achievements.
User Customization of Badge Display Order
Given a user who has multiple badges, when they access the badge management section, then they should be able to rearrange the order of displayed badges according to their preference.
Badge Visibility for Supervisors and Peers
Given a user with earned badges, when their profile is viewed by supervisors and peers, then the profile should clearly show the badges to promote recognition and encourage competition.
Mobile Responsiveness of Badge Display
Given a user accessing their profile on a mobile device, when the profile is displayed, then the badges should be responsive and maintain an aesthetically pleasing layout without compromising visibility.
Notification of New Badges Earned
Given a user who has recently earned a new badge, when they log into the platform, then they should receive a notification indicating the new badge has been added to their profile.
Badge Information Tooltips
Given a user viewing their badges, when they hover over a badge, then a tooltip should appear providing details about the badge, such as the criteria required to earn it.
Badge Notification System
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User Story
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As a user, I want to receive notifications when I earn a new badge so that I can celebrate my achievements and feel motivated to continue learning.
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Description
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The platform must include a notification system that alerts users when they earn a new badge. Notifications can be delivered through email or in-app messaging, ensuring users are aware of their accomplishments immediately. This feature will enhance user engagement by promoting badges in a timely manner and encouraging users to continue their training to earn more accolades.
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Acceptance Criteria
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User receives a notification for a new badge upon successful completion of a training module.
Given a user completes a training module, when the system processes the completion, then the user should receive a notification via email and in-app messaging informing them of their new badge.
The badge notification system should display notifications on the user's dashboard immediately after they earn a badge.
Given that a user has just earned a new badge, when the user refreshes their dashboard, then the notification for the new badge should be visible in the notifications section.
Users have the ability to turn on or off badge notifications according to their preferences.
Given a user accesses their notification settings, when they toggle the badge notification feature off, then the system should stop sending badge notifications to that user.
The notification should include clear information about the earned badge and its significance.
Given a user receives a badge notification, when they open the notification, then it should display the name of the badge, a description, and any qualifications needed to earn it.
The system should track badge notifications to prevent users from receiving duplicate notifications for the same badge.
Given a user has already received a notification for a specific badge, when the same badge is earned again, then the system should not send a second notification for that badge.
Users should be able to access a history of their badge notifications.
Given a user clicks on the badge history link in their profile, when they view their badge history, then they should see a chronological list of all badge notifications received.
The badge notification system should ensure that notifications are sent within a specific time frame after completion of a training module.
Given a user completes a training module, when the badge is awarded, then the notification should be sent within 5 minutes to ensure timely acknowledgment of the accomplishment.
Badge Sharing Capability
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User Story
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As a user, I want to share my certification badges on social media so that I can showcase my achievements and encourage others to participate in training.
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Description
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Enable users to share their earned certification badges on social media platforms or professional networks such as LinkedIn. This capability will help users to promote their skills and accomplishments while also increasing the visibility of the ConsistAI platform. The sharing feature should allow for easy integration with social media, enabling a single click to share their achievements and encourage others to engage with the platform.
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Acceptance Criteria
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User shares certification badge on LinkedIn
Given a user has earned a certification badge, When the user navigates to their badge profile page and clicks the share button for LinkedIn, Then the badge is successfully shared on the user's LinkedIn profile with a description and link to the ConsistAI platform.
User shares certification badge on Twitter
Given a user has earned a certification badge, When the user clicks the share button for Twitter, Then the badge is successfully shared on the user's Twitter timeline with a description and link to the ConsistAI platform.
User views shared badge on social media
Given a badge has been shared on a social media platform, When any user clicks on the shared badge link, Then they are redirected to a page displaying the detailed description of the badge and the user's profile on the ConsistAI platform.
User editing shared post with badge information
Given a badge has been shared on social media, When the user navigates to the shared post, then the user can edit the post to add custom comments or additional information without losing the original badge link.
User receives notifications for successful sharing
Given a user shares a badge on social media, When the sharing is completed, Then the user receives a notification confirming the successful sharing of the badge along with a link to view it on their social media profile.
User shares badge on multiple platforms
Given a user has a certification badge, When selecting multiple social media platforms to share, Then the user is able to successfully share the badge on all selected platforms with one click.
Progress Tracking Dashboard
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User Story
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As a user, I want to track my progress towards earning badges so that I can stay motivated and know what training I need to complete next.
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Description
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Integrate a dashboard feature that provides users with insights into their progress towards earning badges. This dashboard will display completed modules, badges earned, and upcoming training that contributes to badge earning. This feature is essential for motivating users to engage with the training programs continually, providing clear visibility into their professional development journey.
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Acceptance Criteria
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Users have access to the Progress Tracking Dashboard to view their training progress at any time, allowing them to check completed modules and track badges earned.
Given the user is logged into the ConsistAI platform, when they navigate to the Progress Tracking Dashboard, then they should see a summary of completed modules, badges earned, and upcoming training.
Once a user completes a training module, the dashboard automatically updates to reflect this change, providing real-time visibility into their progress.
Given a user has completed a training module, when the user accesses the Progress Tracking Dashboard, then the completed module should be listed in their completed modules section immediately.
Users should receive notifications on the dashboard about upcoming training that will contribute to their badge earnings to keep them engaged.
Given the upcoming training dates are available, when the user views the Progress Tracking Dashboard, then they should see a notification list of upcoming training opportunities relevant to their badge goals.
The dashboard must allow users to filter their training progress by completion status, making it easier to navigate through their achievements and future opportunities.
Given the user is on the Progress Tracking Dashboard, when they apply a filter to view 'Completed' training modules, then the dashboard should display only the modules the user has completed.
Users should be able to view detailed descriptions of each badge, including requirements for earning them, directly from the Progress Tracking Dashboard.
Given the user is on the Progress Tracking Dashboard, when they click on any badge earned, then a detailed description of the badge and its requirements should be displayed.
The dashboard should be responsive and accessible on various devices, ensuring that all users can track their progress anytime, anywhere.
Given the user accesses the Progress Tracking Dashboard from different devices, when they resize the browser or use a mobile device, then the layout should adjust appropriately without loss of functionality or clarity.
Users should have the ability to share their earned badges on their profiles or externally to showcase their achievements in real-time.
Given a user has earned badges, when they navigate to their profile settings from the Progress Tracking Dashboard, then they should see an option to share these badges on external social media platforms.
Mobile Learning Access
Ensuring that training modules are accessible on mobile devices, this feature allows users to engage with learning content anytime and anywhere. By providing flexibility in learning, staff can easily fit training into their busy schedules, leading to increased participation rates and optimal learning outcomes. This feature aligns with the fast-paced nature of hospitality environments.
Requirements
Responsive Mobile Interface
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User Story
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As a hospitality staff member, I want to access training modules on my mobile device so that I can fit learning into my busy schedule and improve my performance.
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Description
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This requirement involves the development of a responsive mobile interface that delivers a seamless user experience across all mobile devices. The mobile interface should ensure easy navigation, quick access to training modules, and a user-friendly design optimized for various screen sizes. By allowing staff to engage with training materials on-the-go, it enhances flexibility, accommodates diverse learning environments, and ultimately boosts training participation and effectiveness. Integration with existing backend systems must also be maintained to ensure real-time updates and data synchronization, contributing to a robust learning ecosystem within the ConsistAI platform.
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Acceptance Criteria
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Users can log in to the mobile interface using their existing credentials without error.
Given that the user is on the mobile login page, when they enter valid credentials, then they should successfully log into the system and be directed to the homepage.
All training modules are fully accessible on various mobile devices with responsive design.
Given that a user is accessing the training module from a mobile device, when they navigate the training content, then the layout must adapt to the screen size without any horizontal scroll or content clipping.
The mobile interface provides navigation features that enhance user experience.
Given that a user is on the mobile interface, when they attempt to access different sections of training content, then the navigation menu should be easily accessible and allow for seamless transitions between sections.
Users can complete and submit training modules on their mobile devices.
Given a user is viewing a training module, when they finish the module and click the 'Submit' button, then their progress should be recorded in the backend system in real-time.
Resources loading times on mobile devices should be optimal to ensure a smooth user experience.
Given that a user opens a training module on a mobile device, when the module loads, then it must complete loading within 3 seconds in 95% of cases.
Users experience consistent design and functionality across different mobile platforms.
Given a user accesses the training modules on iOS and Android devices, when they interact with the interface, then all elements, including buttons and layout, should function and appear consistently across both platforms.
Offline Access to Training Materials
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User Story
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As a hospitality staff member, I want to download training materials for offline access so that I can continue my learning without needing an internet connection during my shifts.
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Description
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This requirement focuses on providing offline access to training modules, enabling staff to download content onto their mobile devices for later use without an internet connection. This functionality is crucial for environments where connectivity may be limited or unreliable, ensuring uninterrupted learning opportunities. By allowing employees to engage with training materials at their convenience, it increases accessibility and promotes continuous development, aligning with the operational needs of hospitality staff and boosting overall training outcomes. The system will need to implement data caching and efficient content management for smooth offline access.
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Acceptance Criteria
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User downloads a training module on their mobile device while connected to Wi-Fi for offline access later.
Given the user is logged into the ConsistAI app, when they select a training module and click 'Download for Offline Access', then the module should download successfully and be accessible in the 'Downloaded Modules' section offline.
User attempts to access a previously downloaded training module without an internet connection.
Given the user is in an offline mode, when they open the ConsistAI app and navigate to the 'Downloaded Modules' section, then they should be able to view and engage with the downloaded training content without any errors.
A user tries to update their downloaded training module while connected to Wi-Fi.
Given the user is logged into the ConsistAI app and is connected to Wi-Fi, when they select a previously downloaded module that has an update available and click 'Download Update', then the app should replace the old module with the updated version seamlessly.
Administrator monitors the offline access utilization across training modules.
Given the administrator accesses the analytics section of the ConsistAI platform, when they review the data usage report, then they should see an accurate count of how many users downloaded each training module for offline access within the last month.
User receives a notification after an incomplete download due to a loss of internet connection.
Given the user initiates a download for a training module, when the internet connection is lost during download, then the user should receive a notification indicating the download could not be completed and suggesting to check their connectivity status.
User checks for available storage space before downloading a training module.
Given the user attempts to download a training module, when they select a module to download, then the app should check the device's available storage and prompt the user if there is insufficient space, preventing download initiation if necessary.
Interactive Learning Features
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User Story
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As a hospitality staff member, I want to use interactive features in training modules so that I can learn in a more engaging and memorable way, improving my skills and knowledge retention.
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Description
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This requirement encompasses the incorporation of interactive learning features into training modules, such as quizzes, simulations, and gamified elements. By making learning more engaging and participatory, these features can significantly enhance knowledge retention and user satisfaction. The integration of interactive elements will facilitate a more immersive learning experience, catering to various learning styles and preferences among staff. Additionally, this requirement includes tracking user interactions and providing feedback on performance to foster a culture of continuous improvement and self-directed learning.
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Acceptance Criteria
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Mobile Learning Access - Onboarding New Staff
Given a new staff member who has logged into the ConsistAI mobile platform, When they access the training modules, Then they should be able to view all interactive learning features such as quizzes and simulations without any errors.
Mobile Learning Access - Performance Feedback
Given a staff member who has completed an interactive quiz module, When they submit their answers, Then they receive instant feedback on their performance including scores and recommended next steps for improvement.
Mobile Learning Access - Engagement Tracking
Given that multiple staff members are participating in training, When the training is completed, Then the system should track and report the engagement levels, including the number of quizzes taken and time spent on each module.
Mobile Learning Access - Compatibility Testing
Given the variety of mobile devices used in the hospitality industry, When the interactive learning modules are accessed on different devices, Then the modules should display correctly and function seamlessly across all devices including both iOS and Android.
Mobile Learning Access - User Satisfaction Survey
Given that staff have completed the training through the mobile platform, When they are prompted to take a user satisfaction survey, Then at least 80% of respondents should rate their learning experience as satisfactory or above.
Mobile Learning Access - Continuous Improvement Features
Given that interactive learning features are implemented, When a training module is updated, Then the changes should reflect in the user interface immediately and notify users about the updates made.