Dynamic Route Adjuster
The Dynamic Route Adjuster continuously monitors real-time data and automatically recalibrates delivery routes based on changing traffic conditions, accidents, or road closures. This ensures that drivers always take the most efficient path, significantly reducing delivery delays and enhancing reliability for customers.
Requirements
Real-time Data Integration
-
User Story
-
As a logistics manager, I want the system to integrate real-time data feeds so that delivery routes can be optimized based on current traffic conditions, ensuring timely arrivals.
-
Description
-
This requirement mandates the incorporation of real-time data feeds from various sources, such as traffic updates, weather conditions, and road status notifications. By ensuring a continuous stream of accurate information, the Dynamic Route Adjuster can effectively recalibrate routes in response to environmental factors that impact delivery schedules. This capability will enhance operational efficiency, reduce delays, and improve overall customer satisfaction by providing timely updates to drivers and logistics management.
-
Acceptance Criteria
-
Dynamic Route Recalibration During Peak Traffic Hours
Given that real-time traffic data is available, When peak traffic hours are detected, Then the Dynamic Route Adjuster updates the delivery routes within 2 minutes to reflect the most efficient paths available.
Weather Impact Integration for Route Planning
Given that real-time weather data feeds are active, When severe weather alerts are issued, Then the Dynamic Route Adjuster recalibrates routes to avoid affected areas, notifying drivers immediately.
Accident Notifications and Route Change
Given that an accident is reported on the delivery route, When the Dynamic Route Adjuster receives the accident notification, Then it recalibrates the route within 1 minute to provide a new, more efficient path to the destination.
Continuous Data Stream for Traffic Updates
Given that multiple data sources are providing traffic updates, When any change occurs in traffic status, Then the system aggregates the updates and adjusts the routes in real-time without manual intervention.
Driver Notification System for Route Changes
Given that a route adjustment has been made, When the driver is on the way, Then the system sends an instant notification to the driver regarding the new route and estimated delivery time.
Performance Monitoring of Route Adjustments
Given that adjustments have been made to routes, When analyzing the system performance, Then at least 90% of delivery routes should be recalibrated without delays reported by drivers.
User Dashboard Display of Route Adjustments
Given that route adjustments have been made in real-time, When users access the dashboard, Then they should see the updated routes along with projected delivery times clearly displayed within 1 minute of the adjustments.
Automated Route Recalibration
-
User Story
-
As a delivery driver, I want the system to automatically adjust my route based on real-time data so that I can avoid traffic delays and arrive on time without manual input.
-
Description
-
The Automated Route Recalibration feature enables the system to adjust delivery routes automatically whenever there are changes in the real-time data inputs. This requirement is essential for minimizing delays that arise from unforeseen circumstances, such as congested traffic or sudden road closures. By allowing automatic adjustments, drivers can focus on their deliveries without constantly needing to check for route changes, resulting in improved productivity and efficiency.
-
Acceptance Criteria
-
Automated Route Recalibration During Peak Traffic Hours
Given that the delivery route is being monitored, when traffic congestion is detected that exceeds normal threshold levels, then the system should automatically recalculate the delivery route within 1 minute, providing the driver with updated navigation instructions.
Automatic Detection of Road Closures
Given a road closure incident reported in the real-time data feed, when the current delivery route includes the closed road, then the system must reroute within 30 seconds, ensuring no more than 10% of total route distance remains on the closed road.
Adjustments Based on Weather Conditions
Given severe weather conditions affecting the delivery area, when the system receives weather alerts, then it should automatically adjust the delivery route to avoid areas affected by severe weather (like flooding or snow), leading to a delay not exceeding 15 minutes.
User Notification of Route Changes
Given that a route has been recalibrated due to real-time data changes, when the driver is assigned the route, then the system must send an immediate push notification to the driver’s device detailing the new route and estimated arrival time.
Reporting on Delivery Efficiency Improvements
Given the automated route recalibration feature is live, when comparing delivery metrics over a specified period before and after implementation, then the average delivery time should decrease by at least 20% while maintaining on-time delivery rate above 90%.
Integration with Existing Fleet Management Software
Given the existing fleet management software is operational, when the Automated Route Recalibration feature is implemented, then it must seamlessly integrate to share and receive data without requiring manual input or adjustments from the drivers.
Fallback Protocol for System Failures
Given a failure in the Automated Route Recalibration system, when a recalibration attempt is made, then the system should automatically revert to the last known effective route with an alert indicating the recalibration was unsuccessful.
User Notification System
-
User Story
-
As a logistics manager, I want to receive notifications about route changes so that I can keep the delivery team informed and adjust our schedules accordingly.
-
Description
-
The User Notification System should alert drivers and logistics managers about significant route changes, including alternative routes suggested by the system. This requirement enhances communication by keeping all stakeholders informed of real-time adjustments that might impact delivery expectations. Notifications can be pushed to mobile devices and dashboards, ensuring that everyone involved is aware of potential delays or improvements in the route.
-
Acceptance Criteria
-
Driver Receives Route Change Notification
Given a driver is on a delivery route, when there is a significant route change due to traffic or road closures, then the driver should receive a push notification on their mobile device with the updated route details within 1 minute of the change.
Logistics Manager Reads Notification on Dashboard
Given a logistics manager is logged into the dashboard, when a significant route change occurs, then the manager should see an alert on the dashboard with the updated route and reason for the change within 2 minutes of the incident being detected.
Acknowledgment of Notification by Driver
Given a driver receives a route change notification, when they view the notification, then they should be able to acknowledge receipt of the notification and this should be logged in the system within 5 minutes.
Multiple Stakeholders Receive Notifications
Given there are multiple stakeholders involved in a delivery, when a route change occurs, then all relevant stakeholders (drivers, logistics managers, customer service) should receive the notifications simultaneously within 2 minutes of detecting the change.
Notification of Alternative Routes
Given a driver is notified of a route change, when the notification is sent, then it should include at least two alternative routes with estimated times of arrival and the expected delays compared to the original route.
Notification System Logs User Interactions
Given a notification is sent to a driver, when the driver acknowledges or dismisses the notification, then the system should log the interaction details (timestamp and action) for future reference.
Test for Notification Delivery Time
Given a route change occurs, when the system detects the change, then notifications should be delivered to all recipients (drivers and managers) within 2 minutes, validated by system logs.
Performance Analytics Dashboard
-
User Story
-
As a data analyst, I want access to a performance dashboard so that I can analyze the efficiency of our delivery routes and suggest further optimizations.
-
Description
-
Developing a Performance Analytics Dashboard will provide insights into the effectiveness of the Dynamic Route Adjuster. This requirement includes visualizing key performance indicators such as average delivery times, frequency of route adjustments, and overall delivery success rates. This will not only help in tracking operational efficiency but will also assist in making data-driven decisions for future improvements to the system.
-
Acceptance Criteria
-
User accesses the Performance Analytics Dashboard to review the key performance indicators related to the Dynamic Route Adjuster.
Given a user is logged into the LogiStream software, when they navigate to the Performance Analytics Dashboard, then they should see visualizations for average delivery times, frequency of route adjustments, and overall delivery success rates displayed accurately.
A system administrator analyzes the data from the Performance Analytics Dashboard to identify trends in delivery performance.
Given the Performance Analytics Dashboard shows data for at least one month's performance, when the administrator filters the data by specific metrics, then the corresponding graphs and statistics should update in real-time to reflect the selected filters.
The dashboard is utilized in a meeting to discuss operational improvements based on delivery performance insights.
Given the Performance Analytics Dashboard is presented during the team meeting, when a team member discusses operational inefficiencies, then they should be able to reference specific KPIs such as delivery times and route adjustment frequencies that have been accurately displayed on the dashboard.
A real-time notification system alerts users when delivery success rates fall below a certain threshold as visualized in the dashboard.
Given that the delivery success rate drops below the predefined threshold, when the Performance Analytics Dashboard refreshes, then the user should receive a notification alerting them of the low performance metrics.
Performance trends over time are visualized effectively on the dashboard.
Given the Performance Analytics Dashboard includes a time-based graph, when the user selects a date range, then the graph should update to show accurate trends for delivery performance metrics over the selected period.
Feedback from users regarding the dashboard functionality is collected and analyzed.
Given a feedback form is available for users after interacting with the Performance Analytics Dashboard, when at least 50% of users submit their feedback, then the collected data should provide insights into user satisfaction and areas for improvement based on the criteria defined in the form.
The dashboard is responsive and functional on various devices, including tablets and mobile phones.
Given the Performance Analytics Dashboard is accessed from a tablet or mobile device, when the user interacts with the dashboard, then the interface should remain fully functional and easy to navigate, maintaining the integrity of visualizations and data displayed.
User Feedback Mechanism
-
User Story
-
As a delivery driver, I want to provide feedback on the suggested routes so that the system can improve its accuracy and effectiveness in real-world scenarios.
-
Description
-
Incorporating a User Feedback Mechanism allows drivers and logistics managers to provide input on the system's performance after route adjustments. Feedback on the effectiveness of the adjusted paths versus traditional routes can offer valuable insights for further refining the algorithm, ensuring it meets user needs and enhances overall satisfaction.
-
Acceptance Criteria
-
User Feedback Submission After Route Adjustment
Given a driver receives a route adjustment notification, When the driver completes the delivery, Then the driver can submit feedback on the effectiveness of the adjusted route compared to the original route.
Feedback Impact Analysis on Route Algorithm
Given collected user feedback from multiple drivers, When the feedback is analyzed post-delivery, Then the system should provide a report indicating the percentage of feedback that aligns with improved delivery times after using the adjusted routes.
User Interface for Feedback Entry
Given a user feedback interface is accessible to drivers and logistics managers, When the users enter their feedback, Then the system validates and stores the feedback data accurately without errors.
Real-time Feedback Notification
Given a driver submits feedback on route adjustment, When the feedback is submitted, Then the system should send a confirmation notification to the driver, acknowledging receipt of their feedback.
User Feedback Accessibility Analysis
Given the feedback system is implemented, When a logistics manager reviews the feedback, Then they should be able to access and filter the feedback by date, driver, and delivery effectiveness.
Feedback Loop for Continuous Improvement
Given a set of user feedback is gathered over a month, When the feedback is reviewed, Then the system should show suggestions for algorithm enhancements based on the feedback trends.
Traffic Forecast Integrator
The Traffic Forecast Integrator leverages predictive analytics to analyze historical traffic patterns, allowing the Smart Route Wizard to propose routes that anticipate peak congestion times. By optimizing delivery schedules around these forecasts, users can avoid delays and improve on-time deliveries.
Requirements
Real-Time Traffic Data Integration
-
User Story
-
As a logistics manager, I want to receive real-time traffic updates so that I can adjust delivery routes on the fly and avoid delays due to unexpected traffic issues.
-
Description
-
This requirement involves the integration of real-time traffic data feeds into the LogiStream platform to ensure that the Traffic Forecast Integrator has access to the latest information. By incorporating dynamic traffic data, the system can better predict and respond to current road conditions, allowing for enhanced accuracy in congestion forecasting. The benefit of this integration includes the ability for the Smart Route Wizard to make more informed decisions about route planning, significantly reducing delivery delays and improving operational efficiency. Additionally, it allows users to make adjustments in real-time, thus improving the overall customer experience by ensuring timely deliveries.
-
Acceptance Criteria
-
Real-time traffic data is available and accurately reflected in the LogiStream dashboard for scheduled deliveries.
Given that real-time traffic data is integrated into LogiStream, when a user checks the Smart Route Wizard for upcoming deliveries, then they should see updated traffic conditions reflecting current congestion levels.
The Smart Route Wizard proposes alternate routes based on real-time traffic conditions.
Given that the Traffic Forecast Integrator receives updated traffic data, when the Smart Route Wizard is used to plan a route, then it should suggest alternate routes that avoid congested areas based on the latest data.
Users receive notifications for significant traffic changes that impact their planned delivery routes.
Given that traffic conditions change in real-time, when a significant traffic delay is detected on a user's planned route, then the user should receive an immediate notification prompting them to adjust their delivery schedule.
Delivery performance metrics are improved following the integration of real-time data.
Given that real-time traffic data is integrated, when comparing delivery metrics before and after the integration, then there should be a noticeable reduction in delivery delays by at least 15% within the first month.
Users can adjust routes in real-time based on updated traffic information.
Given that real-time traffic information is available, when a user accesses the LogiStream platform during a delivery, then they should be able to re-route their vehicle with one click based on newly available traffic conditions.
The system successfully refreshes traffic data at specified intervals without user intervention.
Given that the LogiStream system is running, when traffic data is due to refresh, then the system should automatically update the traffic information every 5 minutes without requiring manual updates.
Historical Traffic Pattern Analysis
-
User Story
-
As an operations analyst, I want to look at historical traffic data trends so that I can predict future congestion and optimize delivery schedules accordingly.
-
Description
-
This requirement focuses on the development of algorithms to analyze historical traffic data over various timeframes. By evaluating past traffic patterns, the system will be able to identify trends and peak congestion times. This analysis will inform the predictive capabilities of the Traffic Forecast Integrator, enabling proactive route planning. Users will benefit from improved accuracy in delivery scheduling and the ability to strategize around known traffic conditions, reducing costs and increasing the reliability of service delivery. Understanding seasonal and time-of-day variations in traffic will create more effective logistics operations.
-
Acceptance Criteria
-
Historical Traffic Pattern Analysis for Peak Congestion Times
Given a dataset of historical traffic data for the past year, when the system analyzes this data, then it should identify at least three distinct peak congestion periods for each month.
Integration of Predictive Analytics in Route Planning
Given the identified peak congestion periods from historical analysis, when the Smart Route Wizard generates a delivery route, then it must avoid suggested routes that intersect with the peak congestion periods identified.
User Notification of Optimal Delivery Times
Given a scheduled delivery, when the analysis identifies an optimal delivery window avoiding peak times, then the user should receive a notification that includes the proposed delivery timeframe and anticipated traffic conditions.
Evaluation of Delivery Accuracy Post Implementation
Given the use of the Traffic Forecast Integrator, when a delivery is completed, then the system should report an increase in on-time deliveries by at least 20% over the previous quarter without the Traffic Forecast Integrator.
System Performance Under Varying Data Loads
Given varying loads of historical traffic data being processed, when the system performs traffic pattern analysis, then it must complete the analysis within a maximum of 5 minutes for datasets up to 1 million records.
User Feedback on Traffic Forecast Predictions
Given at least 10 instances of route suggestions made by the system, when users provide feedback on route accuracy, then at least 80% of users should respond positively regarding the accuracy and reliability of the traffic forecasts provided.
User-Friendly Traffic Forecast Dashboard
-
User Story
-
As a logistics coordinator, I want a dashboard that clearly shows traffic forecasts and optimal routes so that I can quickly make decisions to improve delivery efficiency.
-
Description
-
The requirement outlines the creation of a user-friendly dashboard that displays traffic forecasts and suggested routes based on real-time data and historical trends. This dashboard should provide visual representations of potential traffic bottlenecks and suggested optimal delivery routes, ensuring ease of use for logistics personnel. By streamlining information presentation, users can quickly assess the impact of traffic on their routes, thereby facilitating quick decision-making. Additionally, the dashboard can provide alerts for possible delays and offer alternative routes, thus enhancing overall operational response times.
-
Acceptance Criteria
-
User accesses the Traffic Forecast Dashboard to assess current traffic conditions and suggested routes during peak delivery hours.
Given the user is on the Traffic Forecast Dashboard, when they select a specific route, then the system should display a visual representation of traffic conditions and potential bottlenecks, along with alternative routes if congestion is detected.
A logistics personnel receives an alert from the dashboard indicating a significant traffic delay on a selected delivery route.
Given the user is monitoring the Traffic Forecast Dashboard, when a traffic delay alert is triggered, then the system should provide a notification with recommended alternative routes and estimated time savings.
User reviews historical traffic data on the Traffic Forecast Dashboard to plan delivery schedules for the upcoming week.
Given the user is on the Traffic Forecast Dashboard, when they select the historical traffic data view, then the system should display graphical trends of traffic patterns over the past month, highlighting peak congestion times.
Logistics personnel collaborate on delivery route plans using the Traffic Forecast Dashboard during a team meeting.
Given multiple users are accessing the Traffic Forecast Dashboard, when they share screen to review traffic forecasts together, then all users should see synchronized data updates in real time reflecting any changes in traffic conditions.
A user seeks to optimize a delivery route that currently has traffic congestion using the dashboard.
Given the user selects a congested delivery route on the Traffic Forecast Dashboard, when they request for optimization, then the system should provide a list of the top three alternative routes with expected delivery times.
Automatic Route Adjustment Notifications
-
User Story
-
As a delivery driver, I want to receive notifications about traffic delays on my route so that I can plan accordingly and minimize my arrival time.
-
Description
-
This requirement specifies the implementation of an automatic notification system that alerts users to potential delays due to traffic conditions. When the Traffic Forecast Integrator detects significant changes in traffic patterns that would impact current delivery routes, it should automatically notify relevant personnel. This proactive approach ensures that logistics teams can respond swiftly to unexpected changes, minimizing delivery disruptions. The notification system enhances communication within the team and guarantees that everyone is aligned towards achieving timely deliveries, improving overall operational responsiveness.
-
Acceptance Criteria
-
User receives a notification when traffic conditions change significantly during delivery hours.
Given the Traffic Forecast Integrator detects a significant change in traffic patterns, when it assesses the current delivery route, then all relevant users receive an automatic notification about the potential delay within 5 minutes of detection.
Notification includes details about expected delays and suggested alternate routes.
Given a significant traffic pattern change is detected, when the notification is sent to users, then the notification includes estimated delay time and suggested alternate routes to mitigate delays.
Users can acknowledge receipt of the notification and provide feedback.
Given users receive the automatic notification, when they interact with the notification, then they should be able to acknowledge receipt and provide feedback on the clarity and usefulness of the information provided.
Monitoring system tracks notification deliveries and user responses.
Given a notification is sent out, when the system logs the transaction, then it should track the delivery status and user response rate to all notifications sent regarding traffic changes.
Failures in delivery notifications trigger an escalation process.
Given the system attempts to send a notification but fails, when this failure is detected, then the system should escalate the issue to a designated administrator within 10 minutes of the first failure.
Scheduled reports summarize notification effectiveness and user responsiveness over a month.
Given the notification system has been in operation for a month, when a report is generated, then it should include metrics on notification sent, acknowledged, responded, and any escalation events.
Users can customize the notification settings according to their preferences.
Given a user accesses their notification settings, when they adjust settings for notification types and frequency, then these preferences should be saved and reflected in future notifications.
Integration with Mapping Services
-
User Story
-
As a delivery planner, I want to use integrated mapping services for route suggestions so that I can ensure my drivers have the most effective navigation options during their deliveries.
-
Description
-
This requirement entails integrating the Traffic Forecast Integrator with existing mapping services to provide users with accurate and visually appealing navigation options that align with the predicted traffic conditions. By leveraging well-known mapping platforms, the tool can enhance the usability of the Smart Route Wizard, ensuring users have access to the best routing options. The outcome is improved accuracy in navigation and adjustments in routes based on both forecasted and real-time traffic conditions, ultimately leading to better delivery performance and customer satisfaction.
-
Acceptance Criteria
-
User utilizes the Traffic Forecast Integrator to plan a delivery route during peak traffic hours based on accurate mapping service integration.
Given that the user inputs their starting location and destination, When the Traffic Forecast Integrator calculates the best route, Then the routing options provided must align with the predicted traffic patterns and visually represent current conditions from the mapping service.
Delivery drivers receive real-time updates on their route as traffic conditions change during a delivery.
Given that a delivery is underway, When traffic conditions change unexpectedly, Then the system should notify the driver through the app and suggest an alternate route based on live data from the mapping service.
The Traffic Forecast Integrator suggests the optimal delivery schedule to minimize delays and enhance delivery times.
Given historical traffic data and real-time conditions, When a user requests route optimization, Then the system must provide at least three alternative routes that reflect the predicted traffic conditions, ranked by estimated delivery time.
Users can visualize the impact of predicted traffic on their delivery schedule before confirming routes.
Given the predicted traffic conditions for the selected time of delivery, When the user reviews the suggested route, Then they must see a visualization that demonstrates expected delays or congestion areas on the map.
The mapping service's integration supports multiple geographical regions without loss of detail or performance.
Given that users operate in various locations worldwide, When the user selects a new geographical region, Then the mapping service must load with accurate data reflecting that region’s traffic conditions without significant latency.
The user receives feedback on past deliveries to enhance future route planning decisions.
Given completed deliveries, When the user accesses the delivery history in the dashboard, Then they must see feedback showing traffic conditions encountered and their impact on delivery times for each route taken.
Weather-Adaptive Routing
Weather-Adaptive Routing accounts for current and forecasted weather conditions to suggest alternate routes when adverse weather threatens to delay deliveries. By providing users with the best routes under variable weather scenarios, this feature enhances safety while maintaining delivery effectiveness.
Requirements
Real-time Weather Data Integration
-
User Story
-
As a logistics manager, I want to access real-time weather data so that I can make informed decisions about routing and minimize delivery delays due to adverse weather conditions.
-
Description
-
This requirement involves the integration of real-time weather data into the LogiStream platform. It necessitates connecting with external weather APIs to fetch current and forecasted weather conditions relevant to logistics operations. The integration aims to provide accurate and timely weather information that will enable the Weather-Adaptive Routing feature to function optimally. By incorporating real-time weather data, the system can proactively adjust routes and notify users of potential weather-related delays, enhancing operational efficiency and reliability for logistics planning and execution.
-
Acceptance Criteria
-
The logistics manager activates the Weather-Adaptive Routing feature during a severe weather alert, seeking real-time updates and alternate routes for delivery trucks in the affected area.
Given that the feature is enabled, when the logistics manager requests weather updates, then the system must display real-time weather data and recommended alternate routes within 30 seconds.
During a route planning session, a user inputs delivery locations, and the system integrates real-time weather data to optimize the suggested routes accordingly.
Given the user has inputted delivery locations, when the Weather-Adaptive Routing is executed, then the system should provide at least three alternate routes that are optimized for current weather conditions, prioritizing safety and efficiency.
A delivery driver is en route when the system detects deteriorating weather conditions ahead, triggering an automatic alert and recommended route change.
Given the driver is on the route, when the system identifies adverse weather conditions within 10 miles of the current location, then the user must receive a notification with at least one suggested alternative route and the estimated time difference.
The system must maintain operational transparency by logging and displaying historical weather impact data alongside route suggestions for analysis.
Given that a route has been executed under the Weather-Adaptive Routing feature, when the user accesses the historical data dashboard, then the system should present a log of weather conditions encountered, delays incurred, and the responsiveness of the alternate routing options available.
After integrating real-time weather data, users should be able to customize alerts based on weather severity that interrupts their delivery routes.
Given the user accesses the alerts configuration, when they set alert thresholds for weather severity levels, then the system should notify the user only when the weather conditions cross those preset thresholds during route planning and execution.
Route Recalculation Algorithms
-
User Story
-
As a delivery planner, I want the system to automatically recalibrate routes in response to changing weather conditions so that I can ensure timely and safe deliveries without manual intervention.
-
Description
-
This requirement focuses on developing algorithms for recalculating optimal delivery routes based on current and forecasted weather conditions. The algorithms will assess the impact of weather events, such as storms or heavy rain, on travel times, road conditions, and safety. By using historical data and predictive analytics, the system can suggest alternate routes that avoid adverse weather, ensuring timely deliveries and enhancing safety for drivers and cargo. This feature will significantly contribute to reducing operational risks associated with unpredictable weather.
-
Acceptance Criteria
-
Delivery route recalculation during a predicted severe weather event such as a snowstorm.
Given that a delivery route is planned, When severe weather warnings are issued for that route, Then the system should automatically recalculate the route to avoid the impacted area and provide a new ETA.
Real-time adjustment of routes during unexpected weather conditions such as heavy rain during delivery hours.
Given that a delivery is in progress, When the weather condition changes unexpectedly (e.g., heavy rain), Then the system should assess the new conditions and notify the driver with an adjusted route and ETA.
Integration of historical weather data to improve route selection for future deliveries.
Given that the weather history is available, When a delivery route is being calculated, Then the system should leverage historical weather data to eliminate frequently impacted routes from suggestions.
Driver notification of route changes due to weather-adaptive algorithms.
Given that a route has been recalculated due to adverse weather, When the system completes recalculation, Then the driver should receive an immediate notification of the new route and any changes in delivery time.
User dashboard display of alternate routes based on current weather conditions.
Given that a user is viewing the delivery routes on the dashboard, When severe weather is detected on the planned routes, Then alternative routes should be highlighted with expected delivery times displayed.
Performance evaluation of route recalculation algorithms under various weather scenarios.
Given a set of predefined delivery routes, When the system is subjected to simulated weather scenarios (e.g., rain, snow, fog), Then the algorithm should suggest alternate routes that improve delivery times by at least 20% compared to the original route.
User feedback collection on the effectiveness of suggested alternate routes due to weather events.
Given a user who has utilized an alternate route suggested by the system, When the delivery is completed, Then the user should be prompted to provide feedback on the effectiveness and safety of the suggested route through a short survey.
User Notification System
-
User Story
-
As a dispatcher, I want to receive immediate notifications about weather-related route changes so that I can inform drivers and manage delivery schedules effectively.
-
Description
-
The User Notification System will alert all relevant stakeholders about significant weather changes affecting delivery routes. This includes notifications for drivers, dispatchers, and logistics managers regarding necessary route changes or potential delays. The notifications will be customizable, allowing users to set preferences for how and when they receive alerts. The system will enhance communication and ensure everyone involved in the delivery process is informed and can take appropriate actions in a timely manner.
-
Acceptance Criteria
-
User Notification for Severe Weather Alerts
Given that a severe weather alert has been issued affecting a delivery route, when the alert is triggered, then the system should send immediate notifications to all drivers, dispatchers, and logistics managers through their preferred channels (e.g., SMS, email, app notification).
Customizable Notification Preferences
Given that a user has set their notification preferences in the system, when the weather conditions change significantly, then the system should respect these preferences and deliver notifications accordingly, ensuring that users only receive alerts based on their chosen criteria (e.g., specific weather thresholds, delivery routes).
Route Change Notification Validation
Given that a delivery route needs to be adjusted due to forecasted adverse weather conditions, when the route change is decided, then all relevant stakeholders (drivers, dispatchers, logistics managers) should receive a notification confirming the new route within 5 minutes of the decision being made.
Stakeholder Acknowledgment of Notifications
Given that a notification about a significant weather change has been sent, when stakeholders receive the notification, then the system should log their acknowledgment of the notification within the system to verify that they have received and understood the message.
Testing System Load with High Alert Frequency
Given a scenario where severe weather alerts are frequent due to a storm, when multiple alerts are triggered in a short timeframe, then the notification system should process and deliver all alerts to users without delays or failures, ensuring 100% message delivery.
Escalation of Unacknowledged Notifications
Given that a notification was sent to stakeholders regarding route changes due to weather, when stakeholders do not acknowledge the notification within 15 minutes, then the system should escalate the notification to their supervisors to ensure awareness and action.
Historical Notification Log for Compliance
Given that notifications have been sent out for weather alerts affecting deliveries, when a user requests a report, then the system should generate a historical log of notifications sent, including timestamps, recipients, and acknowledgment statuses, to ensure compliance with internal policies.
Historical Weather Impact Analysis
-
User Story
-
As an operations analyst, I want to analyze historical weather data to understand its impact on logistics performance so that I can improve forecasting and planning for future deliveries.
-
Description
-
This requirement entails creating a feature that analyzes historical weather data and its impact on delivery routes and times. By evaluating past weather events, the system will learn patterns that enable more accurate predictions of potential disruptions. Furthermore, this analysis will inform the development of more effective routing algorithms that consider not just current weather, but also historical trends, thus optimizing deliveries during seasonal weather changes. This feature will serve as a vital tool for strategic planning within the logistics operation.
-
Acceptance Criteria
-
As a logistics manager, I need to evaluate how historical weather patterns have affected delivery times during the past winter months in order to prepare better for the upcoming season.
Given that historical weather data is available, When I analyze the data, Then I should see clear trends that demonstrate how specific weather events impacted delivery times, with at least 90% accuracy in predictions for future deliveries based on this analysis.
As a supply chain analyst, I will examine the historical impact of severe weather on delivery routes to understand where rerouting may be necessary.
Given that rerouting options are generated from historical data, When I run an analysis during a forecast of severe weather, Then the system should suggest alternative routes for at least 80% of deliveries that experienced delays in similar past weather conditions.
As a project manager, I want to validate that the new routing algorithms utilize historical weather data to optimize delivery routes in real-time.
Given that the predictive routing system is operational, When there are adverse weather conditions, Then the system must automatically apply historical data to adjust the delivery routes in real-time, resulting in improved on-time delivery rates by at least 15% during the affected period.
As an operations team member, I need to ensure that the weather data integration allows for smooth analysis of past weather impacts on routes without any system downtimes.
Given that the Weather-Adaptive Routing feature is live, When I access the historical weather impact analysis tool during peak operation hours, Then I should not experience unplanned downtime and should be able to complete an analysis in under 5 minutes.
As a business decision-maker, I require reports that summarize the findings of historical weather impact analyses for strategic planning.
Given that the historical weather analysis is complete, When I generate a report, Then I should receive a comprehensive report with actionable insights, including impact summaries, trends, and recommendations, within 10 seconds.
As an end-user, I want to visualize the correlation between historical weather patterns and delivery performance in a user-friendly dashboard.
Given that the dashboard is implemented, When I view the historical weather analysis section, Then I should see clear visual representations (charts or graphs) showing correlations, with options to filter by different types of weather events.
Cost-Efficiency Tracker
The Cost-Efficiency Tracker evaluates the estimated cost of each proposed route, factoring in fuel consumption and potential tolls. Users can select routes that not only optimize time but also minimize transportation costs, bolstering overall budget management.
Requirements
Route Cost Estimator
-
User Story
-
As a logistics manager, I want to see estimated costs for each route option so that I can choose routes that minimize expenses while meeting delivery timelines.
-
Description
-
The Route Cost Estimator provides real-time calculations of the estimated costs associated with various transportation routes. By assessing factors such as fuel consumption rates, vehicle efficiency, and potential toll fees, it allows users to make informed decisions that balance time and cost for each transport task. This requirement enhances the Cost-Efficiency Tracker by integrating cost analysis directly into route selection processes, ultimately helping customers optimize their logistics operations while ensuring budget compliance. It is essential for managers seeking to improve cost efficiency in shipping while maintaining service quality.
-
Acceptance Criteria
-
Route Cost Estimator Implementation within the LogiStream application when a user selects a transportation route.
Given a user selects a route, when the Route Cost Estimator is activated, then it should display a detailed breakdown of estimated costs, including fuel consumption and toll fees, within 3 seconds.
Validation of cost estimates against historical data for accuracy in pricing.
Given the Route Cost Estimator utilizes historical data for calculations, when a user requests a cost estimation, then the estimated costs must fall within 10% of the actual recorded costs for the last 10 shipments on the selected route.
User feedback on the ease of use of the Route Cost Estimator during a logistics planning session.
Given a user interacts with the Route Cost Estimator, when they complete the cost estimation process, then at least 80% of users should rate the interface as 'easy to use' in a follow-up survey.
Integration of the Route Cost Estimator with the real-time tracking feature of LogiStream.
Given the Route Cost Estimator is used, when the user updates their selected route in the real-time tracking system, then the estimated costs should automatically refresh to reflect the new route within 5 seconds.
Performance of the Route Cost Estimator under peak usage conditions during a logistics conference.
Given the logistics conference occurs with multiple users accessing LogiStream simultaneously, when 50 users calculate route costs at the same time, then the system should maintain a response time of under 5 seconds for each request.
Reporting capability of the Route Cost Estimator for historical analysis of route cost efficiency.
Given the user accesses the reporting feature, when they generate a report for the previous month’s route cost analysis, then the report should accurately compile data for all routes and display total costs, average costs, and the best cost-saving route found within that timeframe.
Interactive Route Comparison
-
User Story
-
As a logistics coordinator, I want to visually compare different route options so that I can quickly identify the best routes based on cost and time.
-
Description
-
The Interactive Route Comparison feature enables users to visually compare multiple route options based on cost, time, and expected delivery windows. This feature includes an intuitive dashboard that presents graphical representations of each route's metrics, allowing users to quickly identify the best option for their logistical needs. By simplifying data interpretation, it empowers users to make faster, smarter route selections. This requirement enhances the overall functionality of the Cost-Efficiency Tracker, integrating user-feedback loops to continually improve route recommendations.
-
Acceptance Criteria
-
Selecting Multiple Route Options for Delivery within Tight Deadlines.
Given the user has input multiple routes into the Cost-Efficiency Tracker, When the user accesses the Interactive Route Comparison feature, Then the dashboard displays a comprehensive comparison of each route's cost, time, and delivery windows with clear visual indicators for easy interpretation.
Evaluating Cost-Effectiveness of Routes for Budget-Conscious Clients.
Given the user is analyzing routes with a focus on cost efficiency, When the user employs the Interactive Route Comparison feature, Then the system should provide a detailed breakdown of fuel consumption, toll costs, and total estimated costs for each route option, enabling informed decisions.
Understanding Time Sensitivity for High-Priority Deliveries.
Given the user needs to make quick delivery decisions, When the user utilizes the Interactive Route Comparison feature, Then the dashboard highlights routes based on expected delivery times and visually prioritizes routes that meet urgent delivery needs within specified cut-off times.
Integrating User Feedback for Continuous Improvement of Route Recommendations.
Given that a user interacts with the Interactive Route Comparison feature and selects a preferred route, When they provide feedback on the effectiveness of the chosen route post-delivery, Then the system should update its route recommendation algorithms accordingly to improve future suggestions.
Comparing Routes During Adverse Weather Conditions.
Given there are forecasts of adverse weather that may impact delivery times, When the user compares routes using the Interactive Route Comparison feature, Then the system should include weather-related metrics and alerts to inform users about potential delays and risks associated with each route.
Visualizing Historical Route Data for Better Decision Making.
Given the user wants to view previous route performance metrics, When they access the Interactive Route Comparison feature, Then the system should allow users to analyze historical data alongside current route options, showing trends in costs and delivery times over past deliveries.
Enabling Multi-User Access for Collaborative Route Planning.
Given that multiple team members need to collaborate on logistics planning, When they access the Interactive Route Comparison feature, Then the system should allow simultaneous users to view and interact with the route comparisons in real-time, ensuring everyone can contribute to decision making.
Historical Cost Analysis
-
User Story
-
As a financial analyst, I want to analyze historical cost data for routes so that I can provide insights on potential future savings and budget allocations.
-
Description
-
The Historical Cost Analysis feature tracks and analyzes past transportation costs associated with different routes over time. By compiling data on fuel consumption, tolls, and route performance, this functionality aids shippers in forecasting future costs and adjusting strategies accordingly. This insight fosters more strategic planning and cost-saving initiatives. Integrating this requirement into the Cost-Efficiency Tracker allows users to leverage historical data to optimize current and future routing decisions.
-
Acceptance Criteria
-
User wants to analyze historical transportation costs for different routes to make informed decisions on future shipments.
Given the user has selected a specific route, when they request a historical cost analysis, then the system should display a detailed report showing past transportation costs associated with that route over time, including fuel consumption and toll expenses.
Shippers need to forecast future transportation costs based on historical data.
Given the user has accessed the Historical Cost Analysis feature, when they view the cost predictions for the next month based on historical averages, then the system should provide an estimated cost breakdown per route including variances due to fluctuating fuel prices and tolls.
User wants to adjust their shipping strategy based on insights from historical cost data.
Given the user has analyzed past data for a specific route, when they implement a new route based on the analysis, then the system should allow for the selection of the newly adjusted route and show a projected cost savings compared to the historical average.
Shippers are comparing multiple routes for a shipment to optimize for cost-efficiency.
Given the user is in the Cost-Efficiency Tracker, when they compare different routes using historical cost data, then the system should highlight the routes that minimize costs while maintaining acceptable delivery times based on historical performance metrics.
User wishes to view trends in transportation costs over time.
Given the user has accessed the Historical Cost Analysis feature, when they request a graphical view of cost trends over the last year for selected routes, then the system should display a time-series chart showing monthly fluctuations in costs, including average fuel consumption and tolls.
User wants to export historical cost analysis data for reporting purposes.
Given the user has completed an analysis of historical costs, when they choose to export the data, then the system should provide options to download the report in formats such as CSV or PDF, containing all relevant historical cost details.
User needs to view real-time updates on cost fluctuations for a route.
Given the user is viewing a specific route’s historical cost analysis, when price changes for fuel or tolls occur, then the system should notify the user of the changes in real-time through the dashboard.
User-Centric Route Customization
User-Centric Route Customization allows users to prioritize delivery preferences such as minimizing travel distance, avoiding certain areas, or adhering to specific time windows. This feature enhances flexibility and personalizes the routing experience to meet unique operational needs.
Requirements
Preference-Based Routing
-
User Story
-
As a logistics manager, I want to define my delivery preferences so that I can ensure routes are optimized according to my specific operational needs.
-
Description
-
The Preference-Based Routing requirement involves enhancing the routing algorithms to consider user-defined preferences, such as minimizing travel distance, avoiding specific geographical areas, or adhering to strict time windows. This functionality ensures the routes generated by LogiStream are not only efficient but also tailored to the unique operational standards of each user. The integration of this requirement will amplify the product's capability to meet diverse user needs, resulting in increased satisfaction and improved operational efficiency. It is vital for adapting to the flexible logistics landscape where user preferences can significantly impact the success of delivery operations.
-
Acceptance Criteria
-
User sets delivery preferences through the LogiStream dashboard.
Given the user has defined preferences for delivery, When the user initiates a route generation, Then the generated route must reflect those preferences accurately by minimizing travel distance and avoiding specified areas.
A user needs to schedule deliveries within a specific time window.
Given that a user has selected a delivery time window, When the user generates a route, Then the route must ensure that all deliveries are scheduled within the specified time frame without exceeding it.
User wants to avoid specific geographical areas during route optimization due to road closures.
Given the user has marked certain areas as restricted on the route customization, When a route is generated, Then the generated route must completely omit any roads or streets within the restricted areas.
Multiple users want to compare different routing preferences for the same delivery.
Given that multiple users submit routing preferences for the same delivery, When the system processes these requests, Then the user receives optimized routes for each preference that accurately reflect their individual settings.
A user evaluates the efficiency of routes post-delivery.
Given a user accesses the historical deliveries section, When the user reviews deliveries optimized with preference-based routing, Then the system should display metrics indicating delivery times, distances, and user preferences met for each delivery.
User adjusts their route preference after an initial optimization.
Given a user has previously set route preferences, When the user makes adjustments to those preferences, Then the revised route generated must reflect these changes immediately and accurately.
The system needs to handle conflicting user preferences during route generation.
Given multiple conflicting user preferences for the same delivery route, When the system generates the route, Then the criteria for prioritizing preferences must be used, and a warning must be issued to inform users of any conflicts.
Real-Time Preference Modification
-
User Story
-
As a delivery driver, I want to modify my route preferences in real-time so that I can adapt to unforeseen circumstances without delay.
-
Description
-
The Real-Time Preference Modification requirement allows users to adjust their routing preferences dynamically during active operations. This feature ensures that users can respond to sudden changes in circumstances, such as urgent customer requests or unexpected road closures, by modifying their delivery conditions promptly. This functionality not only increases operational flexibility but also ensures that deliveries remain aligned with the latest requirements, significantly enhancing customer satisfaction and operational responsiveness. Implementation of this requirement is crucial for maintaining an agile logistics framework that can adapt instantaneously to real-world variables.
-
Acceptance Criteria
-
User adjusts delivery route preferences while on route to a customer location due to an unexpected road closure, ensuring timely delivery.
Given the user is on a delivery route, When they receive a notification of a road closure, Then they should be able to modify their route preferences to avoid the closed area and save the changes.
User modifies delivery time windows in response to a last-minute customer request to accommodate their availability.
Given the user is en route to a delivery, When they receive a last-minute customer request for a different delivery time, Then they should be able to update the time window and see the adjusted route in real-time.
User wants to avoid a specific region during deliveries for safety concerns and modifies their route accordingly.
Given the user is setting up a new delivery route, When they select areas to avoid, Then the system should reflect these areas and provide an optimized route that circumvents them.
User encounters a sudden traffic jam and adjusts their routing preferences to minimize travel time while still meeting delivery deadlines.
Given the user is using the app in a traffic jam, When they adjust their preferences to prioritize quick delivery over distance, Then the app should provide an alternative optimized route that reduces travel time.
User modifies delivery preferences due to bad weather conditions affecting certain routes during their active operations.
Given the user is monitoring weather alerts, When they need to adjust the delivery routes due to a severe weather warning, Then they should be able to modify route preferences to select safer routes in real-time.
User evaluates multiple route options based on different delivery criteria such as costs and time.
Given the user is reviewing delivery options, When they adjust preferences for cost-efficiency versus speed, Then the system should display multiple routes based on the selected criteria for easy comparison.
User receives and applies routing insights based on historical delivery data to modify current preferences for better efficiency.
Given the user is analyzing past delivery performance metrics, When they make adjustments based on historical insights, Then the routing system should compute and display the optimized route based on these new preferences.
Multi-Layered Preference Settings
-
User Story
-
As a logistics coordinator, I want to set different layers of delivery preferences so that I can quickly adapt routing strategy based on changing priorities.
-
Description
-
The Multi-Layered Preference Settings requirement enables users to establish multiple layers of routing preferences according to different categories like urgency, customer priority, and special instructions. Users can customize these layers to switch between configurations based on varying operational scenarios. This capability enhances the user experience by providing comprehensive options for routing while simplifying the decision-making process for logistics managers. The outcome is a more intelligent routing system that offers flexibility and precision in deliveries while ensuring compliance with varying service levels within the supply chain.
-
Acceptance Criteria
-
User Configures Multi-Layered Preferences for Urgent Deliveries
Given a user accesses the Multi-Layered Preference Settings, when they set the urgency layer to 'High' and add specific delivery instructions, then the system should prioritize these preferences in routing calculations.
User Switches Between Preference Configurations
Given a user has defined multiple preference layers, when they switch from 'Standard Delivery' to 'Express Delivery', then the routing system should automatically update routes based on the new preferences without requiring additional input.
User Avoids Specific Areas in Routing Preferences
Given a user identifies restricted zones within the routing settings, when they select these areas to avoid, then the routing system should not direct any deliveries through these zones in the proposed routes.
User Receives Notifications for Preference Conflicts
Given a user has set conflicting preferences in their routing layers, when they attempt to generate a route, then the system should alert the user to the conflict and suggest adjustments to resolve it.
User Saves and Recalls Custom Preference Settings
Given a user creates a custom set of preference layers, when they save this configuration and later recall it, then the system should accurately restore all preferences as they were when saved.
User Tests Routing Efficiency with Multi-Layered Settings
Given a user implements multi-layered preference settings, when they execute a test run for a selected route, then the outcome should demonstrate a measurable increase in routing efficiency compared to the previous settings, as reflected in delivery times.
User Reviews Reporting on Preference Layer Impacts
Given that a user has used multi-layered preferences for a period, when they access the reporting tool, then the system should provide insights on how different preference settings affected delivery times and costs, allowing for data-driven adjustments to preferences.
Rating and Feedback System for Routes
-
User Story
-
As a user, I want to rate my delivery routes so that I can contribute to improving the routing system and enhance future delivery experiences.
-
Description
-
The Rating and Feedback System for Routes requirement involves establishing a mechanism for users to provide feedback on the routes generated by LogiStream. Users should be able to rate routes based on their experience, report issues encountered, and suggest improvements. This feedback will be utilized to refine routing algorithms, ultimately enhancing the accuracy and reliability of future route suggestions. This requirement is essential for continuous improvement and user involvement in the routing process, fostering a culture of collaboration and responsiveness in service delivery.
-
Acceptance Criteria
-
User provides feedback after completing a delivery using the LogiStream application.
Given a user has completed a delivery, when they access the feedback interface, then they should be able to rate the route on a scale of 1 to 5 and submit comments regarding their experience.
User reports an issue encountered during a delivery through the LogiStream application.
Given a user has rated a route, when they click on the 'Report Issue' button, then they should be able to select from predefined issues or provide a custom description, and successfully submit this report.
User suggests an improvement for the route optimization feature after a delivery.
Given a user has provided feedback on the route, when they choose the 'Suggest Improvement' option, then they should be able to describe their suggestion and submit it for review.
Administrator reviews feedback submitted by users.
Given an administrator logs into the LogiStream dashboard, when they navigate to the feedback section, then they should see a list of all user ratings, issues reported, and suggestions for improvements, sortable and filterable by date and user.
System sends acknowledgement to users after their feedback submission.
Given a user has successfully submitted feedback, when the submission is processed, then they should receive an email or in-app notification confirming the receipt of their feedback.
Users view feedback history from their previous deliveries.
Given a user accesses their profile in the LogiStream application, when they click on 'Feedback History', then they should see a list of all feedback submissions they have made, including ratings and comments, with timestamps.
Enhanced Visualization of Route Preferences
-
User Story
-
As a logistics user, I want to visualize how my route preferences affect deliveries so that I can make better-informed decisions about my logistics strategies.
-
Description
-
The Enhanced Visualization of Route Preferences requirement focuses on the development of an intuitive user interface that visually represents the impact of different routing preferences. Users should be able to see how adjustments to preferences change the proposed routes on a map in real-time. This visualization capability will not only aid users in understanding the implications of their choices but also lead to improved decision-making by providing immediate insights into routing alternatives. Effective visualization is key to utilizing advanced AI-driven logistics tools more effectively.
-
Acceptance Criteria
-
User selects route preferences using the Enhanced Visualization of Route Preferences feature to compare multiple routing options on a map in real-time.
Given the user has access to the Enhanced Visualization interface, when they adjust routing preferences such as minimizing distance and avoiding certain areas, then the map should dynamically update to reflect the changes in route options available.
User wants to visualize the impact of changing delivery time windows using the Enhanced Visualization of Route Preferences feature.
Given the user modifies the time window constraints, when they apply these changes, then the map should show updated routes that fit within the newly defined time parameters and should indicate whether any constraints are violated.
User is utilizing the Enhanced Visualization of Route Preferences to make real-time decisions during a delivery planning session.
Given the user is in a live session adjusting route preferences, when they finalize their preferences, then the system must generate and display the optimal route along with estimated delivery times within 5 seconds, ensuring quick decision-making.
User reviews historical route data to understand the effectiveness of previous customizations via the Enhanced Visualization of Route Preferences feature.
Given the user accesses historical routing data, when they select previous routes from a dropdown menu, then the visualization tool should display those routes on the map along with corresponding metrics such as delivery time and distance traveled.
User needs to share customized routes created through the Enhanced Visualization of Route Preferences with team members.
Given the user customizes a route, when they select the share option, then the system should successfully generate a shareable link or PDF that includes the route map and all corresponding preferences used to create that route.
User wants to reset their route preferences to the default settings in the Enhanced Visualization of Route Preferences feature.
Given the user has made custom route preferences, when they click on the 'Reset to Default' button, then all routing preferences should revert to the default settings without affecting previously saved routes.
Collaboration Map Layer
The Collaboration Map Layer facilitates communication between logistics coordinators and drivers by enabling real-time sharing of route optimizations and any changes in delivery instructions. This transparency enhances collaboration and ensures all team members are informed, reducing errors and improving service.
Requirements
Real-time Routing Updates
-
User Story
-
As a logistics coordinator, I want to receive real-time updates on route changes so that I can promptly inform drivers and ensure timely deliveries even in unexpected situations.
-
Description
-
The Real-time Routing Updates requirement ensures that logistics coordinators can provide immediate updates to delivery routes based on live traffic data, delays, or other unforeseen circumstances. This functionality not only enhances the responsiveness of drivers to changes in their delivery plans but also improves overall service delivery and customer satisfaction. By integrating this feature into LogiStream’s existing interface, we enable smoother communication between logistics teams and drivers, directly impacting efficiency and operational agility.
-
Acceptance Criteria
-
Logistics coordinator initiates a route update for a driver during a live traffic jam situation.
Given a traffic delay is detected on the driver's current route, when the logistics coordinator updates the route in the system, then the driver receives a notification of the new route within 2 minutes and can see the updated instructions on their interface.
A driver receives a route update while en route to a delivery location.
Given a driver is en route to a delivery, when the logistics coordinator sends a real-time route update, then the driver is able to view the updated route on their mobile application and accept or reject the changes within 5 minutes.
Logistics coordinators want to ensure that notifications are sent correctly to multiple drivers simultaneously.
Given that there are multiple drivers operating in the same zone, when the logistics coordinator issues a route update for those drivers, then all affected drivers receive the update notifications simultaneously without any delay or errors.
A logistics coordinator needs to see a history of route changes for accountability and review.
Given that route updates have been made, when the logistics coordinator accesses the route history log, then the log should display a comprehensive history of all updates, including time, date, and the nature of changes for the past 30 days.
Drivers inquire about delivery updates during a scheduled delivery check-in.
Given that a driver is checking in for scheduled delivery updates, when the driver requests the current status of their route, then the system should provide up-to-date information on the route changes made, including reasons for adjustments, ensuring the driver is fully informed.
A logistics coordinator ensures that the routing updates disseminate across different devices and platforms.
Given that a route update is initiated, when the change is made in the system, then it should be reflected across all integrated platforms (desktop, mobile, etc.) within 1 minute for a seamless user experience.
Logistics coordinators need to implement feedback from drivers regarding routing changes.
Given that the driver has completed their route, when they provide feedback about the effectiveness of the routing changes, then the logistics coordinator should be able to view this feedback within the system for future route optimization decisions.
Driver Status Updates
-
User Story
-
As a driver, I want to update my status in real-time so that my logistics coordinator is aware of my progress and can adjust plans accordingly.
-
Description
-
The Driver Status Updates requirement allows drivers to communicate their current status (e.g., en route, delayed, arrived) through the application. This real-time feedback loop aids logistics coordinators in monitoring ongoing deliveries and adjusting plans if needed. It enhances collaboration between teams, reduces misunderstandings, and keeps all stakeholders informed about delivery progress, which is critical for maintaining customer trust and satisfaction.
-
Acceptance Criteria
-
Driver Status Updates during Delivery
Given a driver is on route to a delivery, when they select 'en route' in the app, then the system updates their status in the Collaboration Map Layer in real-time for all stakeholders to see.
Driver Reporting Delay
Given a driver encounters an unforeseen delay, when they select 'delayed' in the app, then the system sends an immediate notification to the logistics coordinator and updates the driver's status on the Collaboration Map Layer.
Driver Arrival Notification
Given a driver arrives at the delivery location, when they select 'arrived' in the app, then the system updates their status to 'arrived' and notifies the logistics coordinator and relevant stakeholders.
Multiple Status Updates
Given a driver has multiple statuses (e.g., en route, delayed, arrived) within a single delivery cycle, when they update their status, then all previous status notifications are correctly logged and timestamped in the system.
User Access for Update Verification
Given different user roles (drivers and logistics coordinators), when a status update is made, then only authorized users can verify or edit the updates made in the Collaboration Map Layer.
Tracking and History of Status Changes
Given that a driver changes their status multiple times, when a logistics coordinator views the driver's history, then they can view a chronological log of all status updates and associated timestamps.
Collaborative Commenting System
-
User Story
-
As a logistics coordinator, I want to leave comments on the route map for drivers so that we can communicate specific instructions and address issues proactively during the delivery process.
-
Description
-
The Collaborative Commenting System enables communication via comments or notes directly on the route map. This requirement allows logistics coordinators and drivers to share specific insights, flag potential issues, and collaborate on delivery requirements more effectively. This feature enhances transparency and encourages a proactive approach to problem-solving, reducing errors and improving service continuity.
-
Acceptance Criteria
-
Real-time Comment Sharing During Route Changes
Given a logistics coordinator is using the Collaboration Map Layer, when they add a comment regarding a change in the delivery route, then the comment should be visible to all drivers assigned to that route within 2 seconds.
Flagging Potential Issues
Given a delivery driver notices a potential issue on the route, when they add a comment flagging the issue, then the logistics coordinator should receive a notification of the comment within 3 seconds.
Visibility of Historical Comments
Given a logistics coordinator views a route on the Collaboration Map Layer, when they select the option to view historical comments, then they should see all comments made on the route for the past 30 days.
Comment Resolution Process
Given a logistics coordinator and a driver are discussing a delivery requirement, when a comment is marked as resolved by either party, then the comment should be archived and not appear as active in the comment list.
Collaboration Across Multiple Devices
Given a driver is using a mobile device and a logistics coordinator is using a desktop, when a comment is made on the route map, then both parties should see the comment updated in real-time on their respective devices.
User Role Permissions for Commenting
Given a user is logged into the system, when they attempt to add a comment on the route map, then their role should determine whether they have permission to comment based on predefined user roles for logistics coordinators and drivers.
Integrated Messaging Platform
-
User Story
-
As a logistics coordinator, I want to message drivers directly through the app so that I can quickly communicate any urgent changes without relying on external tools.
-
Description
-
The Integrated Messaging Platform requirement facilitates direct messaging between logistics coordinators and drivers within LogiStream. This feature streamlines communication, allowing for quick clarifications or changes without leaving the application. By providing an immediate and accessible communication channel, we reduce the likelihood of miscommunication and ensure that both drivers and coordinators are aligned on delivery expectations.
-
Acceptance Criteria
-
Integration of messaging between logistics coordinators and drivers in real-time during route changes.
Given a logistics coordinator sends a message to a driver about a route change, when the driver receives the message, then the message should display on the driver's dashboard within 2 seconds.
Sending clarifications from drivers to logistics coordinators on the status of deliveries.
Given a driver needs to clarify a delivery detail, when the driver sends a message to the logistics coordinator, then the coordinator should receive the message and be able to access it in the messaging platform within 3 seconds.
Feedback from drivers on route optimizations shared by logistics coordinators.
Given a logistics coordinator shares a route optimization via the messaging platform, when the driver views the message, then the driver should be able to reply with feedback within 5 seconds, and that feedback should be logged in the system.
Accessibility of the messaging platform across multiple devices for both drivers and coordinators.
Given that the messaging platform is accessed from both mobile and desktop devices, when a user sends a message, then the message should synchronize across all devices within 1 minute.
User authentication and security measures for the messaging platform.
Given that a user tries to access the messaging platform, when the user enters their credentials, then the user should be granted access only if the credentials are valid, and unauthorized access should be denied with an appropriate error message.
Notification system for new messages within the messaging platform.
Given a new message is received by a user, when the message arrives, then the user should receive a visual and sound notification on their dashboard or device.
Historical log of messages exchanged between logistics coordinators and drivers.
Given that messages are exchanged between users, when the messaging platform is accessed, then all historical messages should be retrievable and displayed in chronological order.
Geo-fencing Alerts
-
User Story
-
As a logistics coordinator, I want to receive alerts when drivers enter or exit delivery zones so that I can monitor routes closely and manage resources effectively.
-
Description
-
The Geo-fencing Alerts requirement enhances the Collaboration Map Layer by sending automatic alerts to logistics coordinators whenever a driver enters or exits predefined delivery zones. This function provides an additional layer of monitoring and enhances security for high-value shipments. The alerts improve the coordinators’ ability to manage operations actively and react swiftly to any deviations, thereby reinforcing efficient supply chain management.
-
Acceptance Criteria
-
Logistics coordinators receive real-time alerts when drivers enter predefined delivery zones during scheduled delivery times.
Given a driver is approaching a defined geo-fenced delivery zone, when the driver enters the zone, then the logistics coordinator should receive an automated alert showing the driver's entry timestamp and zone details.
Logistics coordinators need to be notified when drivers exit specific delivery zones due to changes in delivery routes.
Given a driver is within a defined geo-fenced delivery zone, when the driver exits the zone, then the logistics coordinator should receive an automated alert indicating the driver's exit timestamp and zone details.
Logistics coordinators can manage and adjust geo-fenced zones based on delivery requirements and customer instructions.
Given a logistics coordinator is logged into the system, when they create or modify a geo-fenced zone, then the system should save the new parameters and notify all relevant drivers of the updated zone.
Real-time communication between logistics coordinators and drivers is essential for operational efficiency during unexpected delays.
Given a driver is delayed while inside a geo-fenced delivery zone, when the driver sends a notification through the app, then the logistics coordinator should receive an alert detailing the reason for the delay and updated estimated delivery time.
Drivers need to confirm receipt of geo-fencing alerts to ensure accountability in following delivery instructions.
Given a logistics coordinator sends a geo-fencing alert to a driver, when the driver receives the alert, then the driver should confirm receipt via the app, which updates the coordinator's dashboard accordingly.
Sharing alerts and updates with the logistics team is crucial to prevent miscommunications in the delivery process.
Given a geo-fencing alert is triggered, when the alert is created, then it should be logged and accessible to all team members involved in the delivery process for auditing and review purposes.
Data Analytics Dashboard for Collaboration
-
User Story
-
As a logistics coordinator, I want to access analytics on our collaboration with drivers so that I can identify areas for improvement and enhance future operational strategies.
-
Description
-
The Data Analytics Dashboard for Collaboration will allow both logistics coordinators and drivers to visualize and analyze communication patterns, route efficiency, and performance metrics over time. This powerful feature promotes data-driven decision-making and enhances future collaboration efforts by enabling teams to learn from past interactions and optimize their strategies going forward.
-
Acceptance Criteria
-
Logistics coordinators set performance metrics for drivers during a weekly meeting and want to visualize communication patterns and route efficiency on the Data Analytics Dashboard to enhance their strategy moving forward.
Given that the logistics coordinators access the Data Analytics Dashboard, when they filter for a specific driver and time period, then they should see a graphical representation of communication patterns, route efficiency, and performance metrics for the selected time frame.
A driver wants to view their past communication with logistics coordinators to understand feedback and performance trends over the last month.
Given that the driver accesses the Data Analytics Dashboard, when they select their user profile and set the date range to the past month, then they should be able to view all communication exchanges with coordinators displayed in chronological order with performance indicators.
Logistics coordinators and drivers need to analyze data trends over multiple months to identify areas of improvement in route efficiency and collaboration.
Given that the logistics coordinators or drivers are using the Data Analytics Dashboard, when they select a multi-month time range for analysis, then the dashboard should aggregate data and display trends in a visually interpretable manner such as charts or graphs, highlighting key insights.
A logistics coordinator wants to generate a report summarizing route efficiency and communication metrics for a presentation to stakeholders.
Given that the logistics coordinator is using the Data Analytics Dashboard, when they click on the 'Generate Report' feature, then a downloadable PDF should be created, summarizing route efficiency and communication metrics with visual aids included for clarity.
Drivers encounter delays and adjustments, and want to evaluate how these changes affect their overall delivery performance through visual data analysis.
Given that a driver is utilizing the Data Analytics Dashboard, when they review past delivery performance metrics, then they should see visualizations displaying the impact of delays and changes in instructions on their overall delivery success rate.
Logistics coordinators aim to compare the performance of different drivers to facilitate better team coordination and improvement.
Given that a logistics coordinator has opened the Data Analytics Dashboard, when they select multiple drivers and choose the performance metrics to compare, then the system should display a comparative analysis showing the differences in route efficiency and communication effectiveness for each selected driver.
Smart ETA Predictor
The Smart ETA Predictor utilizes AI to provide real-time estimated time of arrival (ETA) updates based on the most current data inputs. This feature enables customer service representatives and drivers to provide accurate delivery times, improving customer trust and satisfaction.
Requirements
Real-time Data Integration
-
User Story
-
As a customer service representative, I want real-time data integration so that I can provide the most accurate delivery times to customers based on current conditions.
-
Description
-
The Real-time Data Integration requirement focuses on the ability of LogiStream to assimilate various data inputs such as traffic conditions, weather, and real-time location of cargo. This integration is crucial as it enhances the accuracy of the Smart ETA Predictor, allowing it to reflect the most current and relevant information for estimating delivery times. Such seamless integration not only improves operational efficiency but also promotes trust among customers by providing reliable ETA updates. By synchronizing with external databases and APIs, the system becomes responsive to immediate changes, thus optimizing the decision-making process for drivers and customer service representatives alike.
-
Acceptance Criteria
-
Integration of real-time traffic data with the Smart ETA Predictor.
Given the system is configured to integrate traffic data, When a driver inquires about ETA, Then the Smart ETA Predictor should reflect current traffic conditions and provide an updated ETA within 2 minutes.
Incorporation of real-time weather updates to enhance accuracy of ETA predictions.
Given that the system is linked to a weather data API, When the weather changes significantly during transit, Then the Smart ETA Predictor should update the ETA based on the latest weather conditions within 2 minutes.
Real-time location tracking of cargo to improve ETA accuracy.
Given that the cargo is equipped with a GPS tracking device, When the location of the cargo is updated, Then the Smart ETA Predictor should adjust the ETA accordingly and display the new ETA on the dashboard within 1 minute.
Integration of external databases for optimized routing.
Given the system has access to external logistics databases, When the route for a delivery is planned, Then the Smart ETA Predictor should use the most efficient route available, reflecting changes in real-time and updating the ETA.
User interface updating to reflect current ETAs and data integration.
Given the integration of multiple data sources, When an update occurs, Then the dashboard should refresh and display the latest ETA, traffic conditions, and weather information within 30 seconds.
System performance during high-demand periods.
Given the system is under high load, When multiple ETA requests are made simultaneously, Then the response time for each request should remain under 5 seconds.
Verification of ETA accuracy against actual delivery times.
Given the delivery data is logged, When a delivery is completed, Then the calculated ETA should be within 10% of the actual delivery time in at least 95% of cases.
User-Friendly Dashboard
-
User Story
-
As a logistics manager, I want a user-friendly dashboard so that I can easily monitor and analyze delivery statuses and ETAs without getting overwhelmed by data.
-
Description
-
The User-Friendly Dashboard requirement ensures that the information from the Smart ETA Predictor and other logistics metrics are presented in a clear and intuitive format. This dashboard will provide users with visual representations of real-time data, enabling quick insights into delivery statuses and predicted ETAs. By focusing on user-experience, this feature aims to reduce the complexity associated with data interpretation, allowing users to focus on decision-making processes. The dashboard will include customizable settings, allowing users to prioritize the information that is most relevant to their roles, thus improving overall satisfaction and efficiency within the logistics team.
-
Acceptance Criteria
-
User navigates to the User-Friendly Dashboard to view the Smart ETA Predictor outputs for ongoing shipments.
Given the user is logged into the system, When the user selects the 'Dashboard' tab, Then the dashboard displays real-time data from the Smart ETA Predictor and provides visual representations of each shipment's status and ETA.
User customizes the dashboard settings to prioritize specific delivery information relevant to their role.
Given the user is on the dashboard page, When the user clicks on the 'Customize' button and selects relevant metrics to display, Then the dashboard updates to show the selected metrics and saves these settings for future sessions.
Customer service representatives access the dashboard during a customer inquiry about delivery times.
Given a customer service representative is on the dashboard, When they input a shipment tracking number into the 'Search' field, Then the dashboard retrieves and displays the current status and ETA for that specific shipment clearly within five seconds.
A driver uses the dashboard to check their delivery assignments for the day.
Given the driver is logged into their account, When they access the dashboard, Then the dashboard displays a list of their assigned deliveries along with real-time ETAs for those deliveries in an easily readable format.
A user reviews a historical performance report using the dashboard's analytics feature.
Given the user selects the 'Analytics' section on the dashboard, When they choose a date range to analyze delivery performance, Then the dashboard displays a visual report highlighting key performance indicators such as average delivery times and delays over the selected period.
Users access the dashboard from various devices to ensure responsiveness and usability.
Given the user opens the dashboard on a mobile device or tablet, When they login to their account, Then the dashboard adjusts seamlessly to the screen size while maintaining all essential functionalities and data visibility.
A user attempts to log in but enters incorrect credentials.
Given the user is on the login page, When they enter incorrect credentials and click 'Login', Then an error message is displayed indicating that the credentials are invalid, and the user remains on the login page without access to the dashboard.
Predictive Analytics Engine
-
User Story
-
As a logistics coordinator, I want the predictive analytics engine to anticipate potential delivery delays so that I can optimize routes and maintain customer communication effectively.
-
Description
-
The Predictive Analytics Engine requirement focuses on enhancing the Smart ETA Predictor by implementing algorithms that not only analyze past delivery data but also forecast potential delays based on historical patterns. This feature aims to provide not just real-time updates, but also predictive insights that can proactively warn stakeholders of possible disruptions in the supply chain. By utilizing machine learning techniques, the engine will continuously improve its predictions over time, thus ensuring that decisions about routes and customer communications are informed by accurate forecasts. This will ultimately lead to enhanced operational efficiency and elevated customer satisfaction rates.
-
Acceptance Criteria
-
Real-time ETA Update for Customer Service Representatives during Call
Given a customer service representative receives a call from a customer inquiring about their delivery, when the representative checks the Smart ETA Predictor, then they should see an accurate, real-time ETA updated within the last 5 minutes.
Predictive Delay Notification for Delivery Drivers
Given a delivery driver is on route and the Predictive Analytics Engine identifies a potential delay, when the driver accesses the LogiStream application, then they should receive a notification about the predicted delay along with suggested alternative routes.
Customer Dashboard View of Estimated Arrival Times
Given a customer accesses their delivery tracking dashboard, when they view the ETA provided by the Smart ETA Predictor, then the ETA displayed should match the prediction made by the Predictive Analytics Engine within a 10-minute window.
Historical Data Analysis for Future Delivery Predictions
Given the system has access to at least 12 months of historical delivery data, when the Predictive Analytics Engine performs its analysis, then it should be able to provide forecasts for delivery times that accurately reflect historical trends with at least 85% accuracy.
Feedback Loop for Accuracy Improvement in Predictions
Given the system logs predictions and actual delivery outcomes, when the Predictive Analytics Engine is updated, then it should integrate this feedback to improve future predictions with measurable improvement in accuracy over time, aiming for a 10% increase in predictive accuracy every quarter.
Integration of Predictive Insights in Customer Communications
Given a predictive insight is generated indicating a potential delay, when the logistics manager reviews the report, then they should be able to send an automatic communication to affected customers notifying them of the change with the updated ETA.
User Training Effectiveness on Using Smart ETA Features
Given that user training sessions for the Smart ETA Predictor have been conducted, when users are surveyed about their understanding and ability to utilize the feature in daily operations, then at least 90% of users should report confidence in using the tool effectively.
Mobile Notifications
-
User Story
-
As a driver, I want to receive mobile notifications about any changes in ETAs so that I can adjust my plans and communicate effectively with customers.
-
Description
-
The Mobile Notifications requirement addresses the need for timely and effective communication between the logistics system and its users, particularly drivers and customer service representatives. Users will receive alerts regarding significant changes in ETAs or delivery conditions directly on their mobile devices. This feature is designed to keep all stakeholders informed in real-time, improving responsiveness to unforeseen events and fostering stronger customer relationships. The implementation of this functionality requires integration with mobile platforms and a user-friendly interface for effortless interaction and acknowledgment of notifications.
-
Acceptance Criteria
-
Mobile Notifications for Drivers upon ETA Change
Given the driver has the LogiStream application installed and is logged in, When the ETA of their current delivery changes, Then the driver receives a push notification with the updated ETA within 2 minutes of the change.
Mobile Notifications for Customer Service Representatives on Delivery Status
Given a customer service representative is logged into the LogiStream dashboard, When there is a significant change in the delivery status of any assigned orders, Then the representative receives a mobile notification alerting them of the change in status within 3 minutes.
User Acknowledgment of Mobile Notifications
Given a mobile notification is sent to the driver or customer service representative, When the user opens the notification, Then the system logs the acknowledgment time and updates the notification status to 'Read.'
Customization of Notification Preferences for Users
Given a user has access to notification settings in the LogiStream application, When the user adjusts their notification preferences, Then the system saves the updated preferences and applies them for all future notifications immediately.
Real-time Notification Delivery during High-Volume Events
Given a high-volume event (e.g., peak delivery season) is occurring, When an ETA change occurs, Then notifications must be delivered to all relevant users (drivers and customer service representatives) within 5 minutes without any delays.
Feedback Loop Mechanism
-
User Story
-
As a regular user, I want to provide feedback on the ETA predictions so that the system can improve its accuracy based on my experiences.
-
Description
-
The Feedback Loop Mechanism requirement is aimed at creating a system for collecting user feedback on the accuracy and reliability of the Smart ETA Predictor and related features. This requirement will provide users with the opportunity to report discrepancies, offer suggestions, and share their experiences. Implementing this feature is essential for continuously refining the algorithm and improving the user experience, as it creates a partnership between the system and the users. Additionally, the feedback will serve as a vital resource for future updates and enhancements, ensuring that the functionality remains aligned with user needs and expectations.
-
Acceptance Criteria
-
User submits feedback on the accuracy of the Smart ETA Predictor after delivery, detailing their experience and any discrepancies in the estimated time provided.
Given a user navigates to the feedback section, when they submit feedback on the ETA accuracy, then the system should successfully record their feedback and provide a confirmation message.
Customer service representatives access user feedback to analyze patterns in discrepancies reported regarding the Smart ETA Predictor.
Given the customer service representative accesses the feedback dashboard, when they filter by date and type of discrepancy, then they should see a report that accurately displays all relevant user feedback.
Feedback provided by users is analyzed to determine the necessary adjustments to the Smart ETA Predictor's algorithm.
Given that user feedback is collected for at least one month, when feedback analysis is conducted, then recommendations for algorithm adjustments should be documented based on the most reported issues.
Users receive notifications when their feedback has been reviewed and acted upon in the next update of the Smart ETA Predictor.
Given a user has submitted feedback, when the feedback is reviewed and an action is taken, then the user should receive an email notification summarizing the outcome and any changes made.
The system tracks the number of feedback submissions related to the Smart ETA Predictor over time.
Given a specific time frame, when the feedback submission log is checked, then the total number of submissions regarding the Smart ETA Predictor should accurately reflect the users' engagement levels.
Feedback submitted through the Feedback Loop Mechanism is categorized by type (e.g., discrepancy, suggestion, experience).
Given that feedback is submitted, when it is accessed by the system, then all feedback should be correctly categorized into the defined types for easier analysis.
A summary report is generated to highlight user feedback trends related to Smart ETA Predictor accuracy before each major software update.
Given a major software update is scheduled, when the summary report is generated, then it should include insights and trends from user feedback indicating satisfaction and areas needing improvement.
Emission Snapshot
The Emission Snapshot feature provides a real-time view of CO2 emissions generated by logistics operations. Users can quickly identify high-emission activities and areas needing improvement, enabling targeted actions to minimize their carbon output and enhance sustainability initiatives.
Requirements
Real-time Emission Monitoring
-
User Story
-
As a logistics manager, I want real-time access to CO2 emission data so that I can quickly identify and address high-emission activities in my supply chain.
-
Description
-
This requirement focuses on developing a system that provides continuous tracking of CO2 emissions in real-time during logistics operations. By utilizing IoT sensors and advanced data analytics, the system will aggregate emission data across all logistics activities such as transportation, warehousing, and packaging. This functionality is crucial as it enables users to see immediate emissions data and allows for data-driven decision-making to enhance sustainability efforts. Its integration into the existing LogiStream software will ensure that users have a seamless experience accessing and interpreting emissions data, ultimately aiding in significant reductions in carbon footprint and supporting compliance with sustainability regulations.
-
Acceptance Criteria
-
Real-time Tracking of CO2 Emissions During Transportation Operations
Given an active transportation operation, when CO2 emissions data is generated by IoT sensors, then the system must display this data on the dashboard within 5 seconds.
Identification of High Emission Activities in Warehousing
Given a warehouse operation, when emissions exceed the predefined threshold, then the system must alert the user and provide suggestions for optimizing processes within 10 seconds.
Integration of Emission Data into User Reports
Given that emission data has been collected for one month, when the user requests a report, then the system must generate a comprehensive report detailing emissions by operation type and include visual graphs by the end of the day.
User Interface for Viewing Real-time Emissions
Given a user is logged into LogiStream, when they navigate to the Emission Snapshot feature, then they must see real-time emissions data displayed in an intuitive dashboard format without loading delays.
Effectiveness of Emission Reduction Initiatives
Given that targeted reduction initiatives have been implemented, when the user reviews emissions data after one month, then they must observe a minimum 10% decrease in CO2 emissions compared to the previous month.
Emission Comparison Dashboard
-
User Story
-
As an operations analyst, I want to compare CO2 emissions across different regions so that I can identify areas for improvement and optimize our logistics strategy accordingly.
-
Description
-
The Emission Comparison Dashboard is a requirement that involves creating a visual interface within the LogiStream software, allowing users to compare CO2 emissions across different logistics activities, regions, or time periods. This feature will employ data visualization tools to present emissions data in an easily digestible format, facilitating the identification of trends and anomalies. By enabling users to make data-driven comparisons, this requirement enhances the ability of organizations to track progress over time and make informed adjustments to their logistics processes for better sustainability outcomes.
-
Acceptance Criteria
-
As a logistics manager reviewing the emissions data for different operational regions, I want to see CO2 emissions displayed in a graphical format on the Emission Comparison Dashboard so that I can quickly identify regions with the highest emissions for targeted interventions.
Given the Emission Comparison Dashboard is open, when I select different regions, then the dashboard should display a comparative visual representation of their CO2 emissions for the selected time period.
As a sustainability officer, I need to compare CO2 emissions across different logistics activities within the same region, so I want the dashboard to provide filters that allow me to segment the data by activity type.
Given the Emission Comparison Dashboard is loaded, when I apply filters based on logistics activities, then the displayed data should dynamically update to reflect the emissions for the selected activities.
As a data analyst, I want to track emissions trends over multiple time periods to assess the effectiveness of our sustainability goals, so I need the dashboard to allow me to select and compare emissions data from different months.
Given I am on the Emission Comparison Dashboard, when I select multiple months to compare, then the dashboard should clearly show a line or bar graph indicating the emissions trends for those months.
As a user, I want the dashboard to provide tooltips or additional information when hovering over data points, so I can gain insights into specific emissions spikes or drops.
Given the emission data visual is displayed, when I hover over any data point on the graph, then a tooltip should appear showing detailed information about the emissions for that specific point, including exact values and dates.
As a logistics executive, I want to download the emissions data report for further analysis, ensuring that I have all necessary information for our quarterly sustainability review.
Given the Emission Comparison Dashboard is currently displayed, when I click on the 'Download Report' button, then I should receive a CSV or PDF report containing all emissions data currently represented on the dashboard.
As a user concerned about data integrity, I want to ensure that the emissions comparison is based on accurate and verified data, so I need a way to check the last data refresh date in the dashboard.
Given the Emission Comparison Dashboard is open, when I view the interface, then I should see a timestamp indicating the last successful data refresh date prominently displayed on the dashboard.
Emission Reduction Alerts
-
User Story
-
As a sustainability officer, I want to receive alerts when emissions exceed thresholds so that I can take immediate action to reduce our environmental impact.
-
Description
-
This requirement stipulates the development of an alert system that notifies users when certain emission thresholds are exceeded during logistics operations. The system will analyze real-time data against pre-set limits and trigger alerts through multiple channels such as email and SMS. This proactive approach allows logistics managers to respond swiftly to high-emission events, ensuring that the organization can take immediate corrective actions to mitigate environmental impact. Integrating this feature into LogiStream will significantly enhance user awareness and accountability related to sustainability practices within their operations.
-
Acceptance Criteria
-
Emission Threshold Exceeded Notification via Email
Given that the emission threshold is set at 500 kg CO2 per shipment, when the system detects emissions exceeding this limit during a logistics operation, then an email alert is sent to the logistics manager immediately.
Emission Threshold Exceeded Notification via SMS
Given that the emission threshold is set at 500 kg CO2 per shipment, when the system detects emissions exceeding this limit during a logistics operation, then an SMS alert is sent to the logistics manager immediately.
Real-time Dashboard Display of Emission Alerts
Given that the emission alert system is active, when a user accesses the LogiStream dashboard, then the dashboard displays all active emission alerts in real time with details of the exceeded thresholds.
Customizable Emission Threshold Settings
Given that the user has administrative privileges, when the user accesses the settings for emission thresholds, then the user can successfully set and save new threshold limits for CO2 emissions.
Emission Alert Frequency Control
Given that multiple emission events may occur within a short timeframe, when the settings for alert frequency are configured by the user, then the system consolidates alerts based on these configurations (e.g., every 30 minutes, hourly, etc.).
History Log of Emission Alerts
Given that emission alerts have been triggered in the system, when a user accesses the history log, then the user can view a chronological list of past alerts including timestamps, thresholds exceeded, and actions taken.
User-defined Emission Goals
-
User Story
-
As a logistics executive, I want to set and track my emission reduction goals so that I can ensure my team is aligned with our sustainability strategy.
-
Description
-
The User-defined Emission Goals requirement involves enabling users to set personalized CO2 emission reduction targets within the LogiStream platform. Users will be able to input their specific goals and track their progress over time. This personalization not only empowers users to be accountable for their emissions but also fosters a culture of sustainability within the organization. By integrating goal-setting and progress tracking, this feature encourages consistent engagement and efforts towards achieving ambitious sustainability objectives, ultimately resulting in improved operational practices and reduced carbon footprints.
-
Acceptance Criteria
-
User navigates to the User-defined Emission Goals section to input their CO2 emission reduction target for the upcoming quarter.
Given a logged-in user, when they navigate to the User-defined Emission Goals section and input a valid CO2 reduction target, then the system should save the target and display a confirmation message.
User reviews their progress towards the CO2 emission reduction targets over a specified time period.
Given the user has set a CO2 reduction target, when they access the progress tracking dashboard, then the system should display a visual representation of emissions over time compared to the target, including percentage achieved.
User attempts to set an emission goal that exceeds the maximum allowable reduction percentage defined by the organization.
Given a logged-in user, when they attempt to set an emission goal that exceeds the maximum limit, then the system should display an error message indicating the limit and prevent the goal from being saved.
User seeks to modify their previously set CO2 emission goal.
Given the user has already set an emission goal, when they navigate to the goal modification section and input a new valid target, then the system should update the goal and display a success notification.
User accesses the system for the first time and wants to understand how to set emission goals.
Given a new user in the User-defined Emission Goals section, when they hover over help icons, then help tooltips should provide descriptions of features and instructions for setting their emission goals.
User wants to be reminded of their upcoming target review dates.
Given a user has set an emission goal, when the review date approaches, then the system should send a reminder notification to the user to review their progress and reset goals if necessary.
Integration with Regulatory Databases
-
User Story
-
As a compliance officer, I want the system to automatically track our emissions against regulatory requirements so that I can ensure we are adhering to all environmental standards.
-
Description
-
This requirement focuses on developing an integration between LogiStream and existing regulatory databases that monitor emissions standards. This feature will ensure that users receive up-to-date information on compliance requirements and how their logistics operations stack up against these standards. The integration would facilitate automatic reporting and auditing processes, helping organizations to maintain compliance, avoid potential penalties, and strategically align their operations with best practices in sustainability. This adds a significant layer of accountability and support for users aiming to adhere to environmental regulations.
-
Acceptance Criteria
-
Upon triggering a compliance report, the system integrates and retrieves the latest emissions standards from the regulatory database.
Given that a compliance report is triggered, when the system accesses the regulatory database, then it retrieves the latest emissions standards and displays them in the user dashboard.
Users can view discrepancies between their current emissions data and the regulatory standards from the database.
Given that users have accessed their emissions data, when they request a comparison, then the system displays any discrepancies between their current data and the regulatory standards.
The system generates an automatic compliance report summarizing emissions data and regulatory alignment.
Given that emissions data is available, when the user initiates a compliance report generation, then the system creates a report that summarizes emissions data and highlights compliance status with regulatory standards.
Notifications are sent to users when their emissions data exceeds regulatory limits.
Given that emissions data is integrated with the regulatory database, when data indicates a threshold breach, then the system sends an alert notification to the user with details of the breach.
Users can schedule routine audits for compliance status based on integrated regulatory standards.
Given that users have access to their emissions data, when they schedule a compliance audit, then the system confirms the scheduled date and integrates the latest standards for review.
The system allows users to provide feedback on the regulatory integration feature for future improvements.
Given that users have interacted with the regulatory integration, when they provide feedback, then the system captures and logs that feedback for future feature enhancements.
Users can access a historical timeline of compliance reports and regulatory updates.
Given that compliance reports are generated, when users request access to historical data, then the system displays a timeline with all previous compliance reports and updates from the regulatory database.
Sustainability Scorecard
This feature presents a visual scorecard that benchmarks the user's logistics emission metrics against industry best practices. The Sustainability Scorecard empowers users with insights into their performance relative to peers, encouraging continuous improvement and strategic planning towards sustainability goals.
Requirements
Data Integration
-
User Story
-
As a logistics manager, I want to integrate data from external sources into the Sustainability Scorecard so that I can benchmark our emissions against industry standards and identify areas for improvement.
-
Description
-
The requirement encompasses the capability to seamlessly integrate data from various external logistics and environmental databases, allowing the Sustainability Scorecard to access and aggregate diverse emission metrics. This integration is crucial for providing users with accurate and comprehensive insights into their logistics emissions. It facilitates benchmarking against industry best practices and ensures that users have real-time access to relevant data, enhancing the accuracy of the scorecard and driving informed decision-making towards sustainability goals.
-
Acceptance Criteria
-
Integration of external cargo tracking data into the Sustainability Scorecard.
Given that the external cargo tracking API is operational, when the system requests integration, then the Sustainability Scorecard should successfully fetch and display updated emission metrics without any errors.
Aggregating emission metrics from a variety of environmental databases.
Given that multiple environmental databases are accessible, when the data aggregation process is initiated, then the system should compile accurate and complete emissions data to reflect in the scorecard within 5 minutes.
User access to real-time emission metrics on the Sustainability Scorecard.
Given that a user is logged in to LogiStream, when they navigate to the Sustainability Scorecard, then they should see real-time emission metrics updated every hour based on the latest integrated data.
Historical data comparison for benchmarking emission metrics.
Given that historical emission data is available, when the user selects a benchmark date range, then the Sustainability Scorecard should display comparison metrics against the selected historical period with clear visualization.
User notifications for significant changes in emission metrics.
Given that emission metrics show a significant variation of more than 10% from the previous data, when the scorecard is updated, then the user should receive an automated notification about the change.
Ensuring data accuracy from integrated sources for emissions reporting.
Given that data has been successfully integrated from external sources, when the report is generated, then it should include a confirmation summary indicating data source validation and accuracy checks passed with no discrepancies.
User Customization
-
User Story
-
As a user, I want to customize the metrics displayed in my Sustainability Scorecard so that I can focus on the areas that matter most to my organization’s sustainability objectives.
-
Description
-
This requirement includes the ability for users to customize their Sustainability Scorecard, selecting specific metrics and indicators that align with their company's sustainability goals. It allows for setting personal benchmarks and goals within the scorecard, leading to more relevant insights and increased user engagement. Customization ensures that the scorecard is adaptable to varying industry needs and personal priorities, thereby fostering a more meaningful approach to sustainability tracking and improvement.
-
Acceptance Criteria
-
User customizes the Sustainability Scorecard by selecting specific metrics such as carbon emissions, energy consumption, and waste reduction targets based on their company's sustainability objectives.
Given a configured Sustainability Scorecard, when the user selects specific metrics and indicators, then the scorecard reflects these selections in real-time, updating all visual elements accordingly.
User sets personal benchmarks and goals within the Sustainability Scorecard to track performance against past achievements and industry standards.
Given a user-defined Sustainability Scorecard, when the user inputs their personal benchmarks, then these benchmarks are saved and can be referenced in future assessments.
User accesses the Sustainability Scorecard to view improvements in logistics emission metrics over a specified period.
Given historical data on logistics emissions, when the user views their Sustainability Scorecard, then the scorecard displays a comparison of metrics over the selected period with clear indicators of improvement or decline.
User generates a report from the Sustainability Scorecard to share with stakeholders illustrating their sustainability progress.
Given a customized Sustainability Scorecard, when the user selects the report generation option, then a comprehensive report is created and downloadable in PDF format, containing all selected metrics, benchmarks, and graphical representations.
User receives notifications regarding performance against their sustainability goals as reflected in the scorecard.
Given the user's customized Sustainability Scorecard, when the user’s recorded performance deviates from set benchmarks, then an automatic notification is sent to them to prompt review and action.
User seeks assistance with customizing the Sustainability Scorecard via a help feature.
Given the user's interaction with the help feature, when they request information on how to customize their Sustainability Scorecard, then relevant support content and examples are displayed within the application.
Visualization Tools
-
User Story
-
As an environmental analyst, I want to view emissions data in visual formats within the Sustainability Scorecard so that I can more effectively communicate our progress to stakeholders and identify trends over time.
-
Description
-
The introduction of advanced visualization tools is essential for transforming data into easily interpretable charts and graphs within the Sustainability Scorecard. This requirement allows users to visualize trends, patterns, and comparisons over time, promoting better understanding and insight into their emissions performance. Intuitive visualizations enable stakeholders to quickly assess progress and communicate sustainability status to both internal teams and external partners, supporting strategic planning efforts.
-
Acceptance Criteria
-
Display Historical Emissions Trends Over Time
Given the user has access to the Sustainability Scorecard, when they select the historical emissions view, then the tool should display a line chart showing emissions data for the past 12 months, including monthly averages and a trend line to indicate overall progress.
Benchmark Against Industry Standards
Given the user is viewing their Sustainability Scorecard, when they select the benchmark option, then the tool should compare their emissions with the industry best practices and display the results in a bar chart highlighting gaps and areas for improvement.
User-Friendly Data Interaction
Given the user is interacting with the visualization tools, when they hover over any data point in the graph, then a tooltip should appear providing detailed emissions metrics for that specific point in time assessed.
Integration of Predictive Analytics
Given the user is utilizing the Sustainability Scorecard, when they access the predictive analytics feature, then the system should display a forecast chart projecting emissions for the next 12 months based on historical trends, and provide actionable recommendations.
Customizable Visualization Options
Given the user is on the Sustainability Scorecard, when they click on the settings icon, then they should be able to customize the type of visualizations displayed (e.g., pie chart, line chart, bar chart) and save these preferences for future sessions.
Export Visualization Data
Given the user is viewing a chart within the Sustainability Scorecard, when they click the export button, then the chart and its data should be downloadable in a CSV format or as a high-resolution image for reporting purposes.
Real-Time Data Updates
Given the user is actively viewing the Sustainability Scorecard, when there is an update to the underlying emissions data, then the visualization should refresh automatically to reflect the most current metrics without requiring a page reload.
Alerts and Notifications
-
User Story
-
As a sustainability officer, I want to receive notifications when our emissions metrics exceed set thresholds so that I can take immediate action to address any issues and keep our sustainability initiatives on track.
-
Description
-
This requirement facilitates the creation of alerts and notifications regarding significant changes in the user's emissions metrics, such as exceeding predefined thresholds or achieving specific sustainability milestones. Alerts can be configured based on user preferences, ensuring that critical updates are communicated in a timely manner. This feature not only promotes proactive management of emissions but also encourages ongoing engagement with sustainability initiatives by recognizing user achievements.
-
Acceptance Criteria
-
User receives an alert when emissions exceed predefined thresholds during a monthly performance review.
Given the user has set a threshold for their emissions, when the emission metrics exceed this threshold during the monthly report generation, then the user receives an immediate alert via in-app notification and email.
User successfully configures preferred settings for alerts and notifications regarding emissions metrics.
Given the user accesses the settings page for alerts, when they configure their preferences for which emissions metrics should trigger notifications and their communication method, then these preferences are saved and reflected in the alerts they receive thereafter.
User receives a notification upon achieving a predetermined sustainability milestone.
Given the user's emissions metrics tracking shows they have achieved a sustainability milestone, when this milestone is reached, then the user receives a congratulatory notification highlighting the milestone achievement through a pop-up and email.
User participates in a quarterly review of emissions metrics with alerts guiding the discussion points.
Given the user is preparing for a quarterly review meeting, when the emissions metrics are analyzed, then any alerts triggered in the past quarter are presented to the user highlighting key areas for discussion.
User is notified of significant changes in their emissions trends through tailored alerts over time.
Given the user has opted in for trend analysis alerts, when there is a significant positive or negative trend detected in the emissions data over a rolling monthly average, then the user receives an alert explaining the trend change and recommended actions.
Notifications are correctly categorized and prioritized based on user-defined urgency for emissions alerts.
Given the user has set priority levels for their alert categories, when notifications are generated based on emissions data changes, then the alerts are categorized and displayed according to the user-defined urgency levels in the alert dashboard.
Peer Comparisons
-
User Story
-
As a business owner, I want to compare our emissions performance with that of similar companies so that I can understand our position in the industry and identify areas for improvement.
-
Description
-
The requirement includes the functionality to compare a user's emissions performance against anonymized data from peer organizations within the same industry. This benchmarking capability provides meaningful context and insights into how well a company is performing relative to its competitors, helping to identify areas for improvement and opportunities for best practices. Implementing this feature contributes to greater accountability and drives collective effort towards sustainability goals within the industry.
-
Acceptance Criteria
-
User views the Sustainability Scorecard to compare their logistics emissions with peer organizations in their industry.
Given the user is logged into the LogiStream platform, When they navigate to the Sustainability Scorecard, Then they should see their emissions data compared against anonymized peer averages, along with clear visual indicators of their performance relative to these peers.
User interacts with the benchmarking feature to filter comparisons based on specific criteria such as industry sector, company size, or geographical area.
Given the user is on the Sustainability Scorecard page, When they apply filters to select specific peer groups based on industry sector, company size, or geographical area, Then the displayed comparison data should update dynamically to reflect the selected criteria and provide accurate benchmark insights.
User seeks to understand how their emissions metrics have changed over time compared to peer organizations.
Given the user is viewing their Sustainability Scorecard, When they select a timeframe (e.g., the last quarter, last year), Then they should see historical emission performance trends compared visually against peer averages for the same time period.
User receives notifications or insights based on their emissions performance compared to peers to drive strategic decision-making.
Given the user has been actively using the Sustainability Scorecard, When their emissions performance is significantly better or worse than peers, Then they should receive timely notifications with actionable insights on improving their sustainability efforts or celebrating their successes.
User engages with tooltips and help features on the Sustainability Scorecard to better understand data comparisons and metrics.
Given the user is on the Sustainability Scorecard, When they hover over or click on tooltips next to specific metrics, Then they should receive clear and concise explanations of what each metric indicates, including how it was calculated and its significance in the context of peer comparisons.
Carbon Reduction Tracker
The Carbon Reduction Tracker allows users to set specific carbon reduction targets and monitor progress over time. By getting actionable insights on the effectiveness of implemented measures, users can adjust their strategies to meet their environmental objectives and engage stakeholders effectively.
Requirements
Set Carbon Reduction Targets
-
User Story
-
As a logistics manager, I want to set carbon reduction targets so that I can drive my team towards achieving measurable environmental goals that contribute to our overall sustainability strategy.
-
Description
-
The ability for users to set specific, measurable carbon reduction targets based on their operational benchmarks. This feature enables organizations to define clear sustainability goals, helping them move towards lower carbon footprints. The targets can be tailored to specific departments or projects, allowing for focused efforts across the organization. By providing a structured way to establish targets, this requirement ensures that users can align their strategies with broader environmental objectives, facilitating tracking and reporting on progress over time.
-
Acceptance Criteria
-
User defines carbon reduction targets within the Carbon Reduction Tracker environment to align with organizational sustainability goals.
Given the user is logged into the Carbon Reduction Tracker, when they navigate to the 'Set Carbon Reduction Targets' section and input specific targets with measurable metrics, then the system should save the targets and display a confirmation message indicating successful target creation.
User reviews and edits existing carbon reduction targets to adjust them according to new sustainability initiatives.
Given the user has existing carbon reduction targets saved, when they access the target list and select a target to edit, then the system should allow the user to modify the target data and save the updated target, displaying the revised details on the confirmation screen.
User monitors progress against set carbon reduction targets over a specified time period.
Given the user has set carbon reduction targets, when they view the 'Progress Dashboard', then the system should visually represent target progress through graphs and statistics that reflect the time period selected, updating in real time as data inputs change.
User seeks insights on the effectiveness of measures implemented towards meeting their carbon reduction targets.
Given the user has implemented measures towards their carbon reduction targets, when they generate an effectiveness report, then the system should analyze the data and provide actionable insights and recommendations based on the current metrics.
User engages stakeholders by sharing carbon reduction targets and progress with them via the Carbon Reduction Tracker.
Given the user has set carbon reduction targets and documented progress, when they select the 'Share' option, then the system should provide options to share the information with stakeholders via email or direct link, confirming the action with a success message.
User receives alerts for significant deviations from set carbon reduction targets to prompt timely interventions.
Given the user has active carbon reduction targets, when deviations exceed predefined thresholds, then the system should send alerts via email and within the application, providing information on the extent of the deviation and suggesting potential corrective actions.
Progress Monitoring Dashboard
-
User Story
-
As an environmental analyst, I want a progress monitoring dashboard so that I can easily visualize our carbon reduction efforts and make data-driven adjustments as necessary.
-
Description
-
A dynamic dashboard that visually represents users' progress towards their carbon reduction targets. This dashboard should incorporate real-time data analytics to display metrics such as current emissions, percentage of target achieved, and timeline projections. By offering a user-friendly interface, the dashboard allows users to quickly assess their performance and make informed decisions regarding their emissions strategies. The integration with other LogiStream modules enhances its effectiveness by providing a comprehensive view of logistics operations alongside carbon performance.
-
Acceptance Criteria
-
User accesses the Progress Monitoring Dashboard on the LogiStream platform to review their current status towards carbon reduction goals.
Given the user is authenticated and has set carbon reduction targets, when they access the dashboard, then the dashboard displays current emissions, percentage of target achieved, and timeline projections in real time.
A user wants to compare historical emissions data with current performance on the Carbon Reduction Tracker dashboard.
Given the user selects a historical date range, when the user applies the filter, then the dashboard displays a comparative graph of emissions over the selected date range against current emissions.
A user utilizes the dashboard to determine if they are on track to meet their carbon reduction goals by the target date.
Given the user reviews the timeline projection on the dashboard, when they assess the predicted emissions and target date, then they can clearly identify if they are on track, ahead, or behind the target.
An administrator needs to export the dashboard metrics for stakeholder engagement reports on carbon reduction efforts.
Given the user has the appropriate permissions, when they choose to export the dashboard data, then a downloadable file containing the required metrics is provided in a specified format (CSV, Excel, PDF).
A user is using the dashboard for the first time and requires an introduction to navigate its features.
Given a new user accesses the dashboard, when they open the dashboard for the first time, then an interactive tutorial or guide appears to explain the main features and functionalities available.
A user receives alerts about their carbon emission metrics breaching set targets via the dashboard.
Given the user has set alerts for emissions breaches, when their emissions exceed the specified thresholds, then the dashboard displays a notification alerting the user of the breach and suggested corrective measures.
A user wants to integrate the Carbon Reduction Tracker Dashboard with other LogiStream modules for comprehensive insights.
Given the dashboard is integrated with other LogiStream modules, when the user accesses additional modules, then they can view interconnected data that reflects both carbon metrics and logistics operations together.
Actionable Insights Generation
-
User Story
-
As a sustainability officer, I want actionable insights on our carbon reduction actions so that I can identify the most effective strategies and enhance our overall environmental impact.
-
Description
-
This requirement focuses on generating actionable insights derived from carbon reduction analytics. By utilizing AI-driven tools, the system will analyze data related to implemented carbon-reducing measures and their effectiveness, allowing users to understand which strategies yield the best results. These insights will help optimize operational practices and guide future initiatives towards making further improvements in emissions reduction, thus ensuring resources are allocated efficiently towards effective measures.
-
Acceptance Criteria
-
Users can establish carbon reduction targets for specific operational practices within the LogiStream interface.
Given a user is authenticated, when they set a specific carbon reduction target for any operational practice, then the system should save this target and display it in the user's dashboard.
Users can view the effectiveness of their carbon-reducing measures in real-time via the dashboard.
Given a user has set carbon reduction targets, when they access the dashboard, then they should see a graphical representation of progress towards each target and metrics indicating effectiveness of measures.
Users can receive actionable insights that suggest adjustments to their carbon reduction strategies based on previous data.
Given historical carbon reduction data is available, when the user accesses the insights section, then the system should provide at least three suggestions for optimizing carbon reducing strategies based on past effectiveness.
The system allows users to export their carbon reduction data and insights for reporting purposes.
Given the user is on the insights page, when they click on the export button, then the system should generate a downloadable report in PDF format that includes all relevant data and insights.
Users should be able to set reminders for reviewing their carbon reduction targets and measures.
Given the user wants to set a reminder, when they specify a date and time for review, then the system should schedule the reminder and notify the user via email before the review date.
The system should integrate with existing data sources to facilitate real-time data analysis for carbon reduction tracking.
Given the user has connected their existing systems, when a new data input is available, then the system should automatically incorporate it into the carbon reduction analytics without manual intervention.
Users can analyze the long-term trends of carbon reduction measures implemented across different time periods.
Given the user selects a date range in the analytics section, when they request a trend analysis, then the system should display a comparative analysis of carbon reduction effectiveness across the selected periods.
Stakeholder Engagement Module
-
User Story
-
As a project coordinator, I want a stakeholder engagement module so that I can keep all relevant parties informed and engaged in our sustainability initiatives, ensuring buy-in and support for our carbon reduction efforts.
-
Description
-
A dedicated module that facilitates the engagement of stakeholders in the carbon reduction journey. This feature will allow users to share progress reports, insights, and targets with internal and external stakeholders through customizable reports and notifications. By keeping all relevant parties informed and involved, this module fosters collaboration and accountability in meeting carbon reduction targets, thus strengthening organizational commitment to sustainability.
-
Acceptance Criteria
-
Sharing Progress Reports with Stakeholders
Given that the user is logged into the Carbon Reduction Tracker, when they select the 'Share Report' option, then the system generates a customizable report including current carbon reduction progress and sends it to designated stakeholders via email.
Notification for Target Achievement
Given that a specific carbon reduction target is achieved, when the progress is updated in the system, then stakeholders receive an automated notification detailing the achievement and next steps toward further reductions.
Customizing Reports for Stakeholders
Given that the user is on the report generation page, when they select various metrics and formats for their report, then the system should allow them to save these preferences for future report generation.
Tracking Stakeholder Engagement Levels
Given that the user has sent reports to stakeholders, when the user checks the engagement dashboard, then they should see metrics showing stakeholder views and responses to the shared reports.
Collaborative Stakeholder Feedback Collection
Given that stakeholders have received a report, when they provide feedback through the system, then that feedback should be captured and summarized in a dedicated section within the user dashboard for review.
Engagement Summary Generation
Given that the user has engaged with stakeholders over a period, when they select the option to generate an engagement summary, then the system should compile a report detailing interactions, feedback, and any adjustments made to targets based on stakeholder input.
Automated Reminders for Stakeholder Check-ins
Given that the user sets predefined check-in intervals, when that interval arrives, then the system sends automated reminders to stakeholders about upcoming check-ins and reviews their engagement progress.
Green Initiative Insights
This feature analyzes data from all logistics operations to suggest eco-friendly practices based on identified trends. The Green Initiative Insights help users adopt sustainable strategies, promoting cost savings alongside environmental benefits, thus enhancing overall operational efficiency.
Requirements
Eco-Friendly Practices Recommendation
-
User Story
-
As a logistics manager, I want to receive recommendations for eco-friendly practices based on my operations' data, so that I can implement strategies that reduce our carbon footprint and operational costs.
-
Description
-
This requirement focuses on the system's capability to analyze data from all logistics operations to identify trends related to eco-friendly practices. It will process operational data to highlight specific strategies that minimize environmental impact while reducing costs. The integration of this functionality allows users to make informed decisions about their logistics operations, aligning with corporate sustainability goals. The expected outcome is an actionable set of recommendations that can enhance both operational efficiency and environmental responsibility, positioning LogiStream as a leader in sustainable logistics solutions while supporting users' CSR initiatives.
-
Acceptance Criteria
-
Integration of Eco-Friendly Practices in Operational Decision-Making
Given operational data is available, when the user accesses the Green Initiative Insights feature, then the system should display at least three actionable eco-friendly practice recommendations based on identified trends.
Performance of the Recommendations Engine
Given the user's operational data has been processed, when the Green Initiative Insights feature runs, then it should generate recommendations with a minimum accuracy rate of 85% based on historical data comparisons.
User Interface of the Eco-Friendly Practices Insights
Given the user navigates to the Green Initiative Insights page, when the recommendations are displayed, then the insights should be presented in a user-friendly dashboard format that highlights key trends visually.
User Feedback Mechanism for Recommendations
Given a user has applied the recommendations, when they provide feedback on the effectiveness of those practices, then the system should collect success metrics and adjust future recommendations accordingly.
Reporting Eco-Friendly Practices Impact
Given the user requires a summary report, when they request insights based on the eco-friendly practices implemented, then the system should present a report detailing cost savings and environmental impact improvements within 24 hours.
Accessibility of Green Initiative Insights
Given a user is accessing the LogiStream platform, when they utilize the Green Initiative Insights feature, then it must be fully accessible across multiple devices, including desktops, tablets, and smartphones.
Real-time Data Integration for Recommendations
Given real-time logistics operational data is available, when the Green Initiative Insights are requested, then the recommendations generated must reflect the latest data processed without exceeding a latency of 5 seconds.
Trend Analysis Dashboard
-
User Story
-
As a logistics analyst, I want to visualize sustainability-related trends within a dashboard, so that I can easily track our performance and assess the impact of our eco-friendly initiatives.
-
Description
-
This requirement entails the creation of a dedicated dashboard that visualizes trends related to logistics operations with a strong emphasis on sustainability metrics. Users will be able to view key performance indicators (KPIs) such as emissions reductions, fuel consumption, and cost savings from implementing sustainable practices. The dashboard will integrate seamlessly with existing LogiStream tools, providing an intuitive interface for users to explore data visually. This feature is critical for helping users understand their sustainability efforts and progress, encouraging informed decision-making and long-term commitment to eco-friendly practices.
-
Acceptance Criteria
-
Trend Analysis for Logistics Operations
Given the user accesses the Trend Analysis Dashboard, when the user selects the sustainability metrics, then the dashboard displays emissions reductions, fuel consumption, and cost savings related to implemented sustainable practices.
User Interaction with Data Visualization
Given the user is on the Trend Analysis Dashboard, when the user interacts with any of the KPIs, then the system updates the visual representation in real-time without refreshing the page.
Integration with Existing Systems
Given that the Trend Analysis Dashboard is built, when the user integrates it with existing LogiStream tools, then the dashboard should automatically sync and update data from these tools without data loss or delays.
Accessibility of Dashboards on Various Devices
Given that the user accesses the Trend Analysis Dashboard from different devices, when the user views the dashboard on a mobile device, then the dashboard adjusts its layout and displays all KPIs clearly and interactively.
Exporting Dashboard Data
Given the user wants to analyze the trends outside the LogiStream platform, when the user clicks the export button on the Trend Analysis Dashboard, then the system generates a downloadable report in CSV format containing all displayed KPIs.
Historical Data Comparison
Given the user is on the Trend Analysis Dashboard, when the user selects a past date range for comparison, then the dashboard provides visualizations for historical trends against current metrics for emissions, fuel consumption, and cost savings.
Automated Reporting for Sustainability Compliance
-
User Story
-
As a compliance officer, I want to generate automated reports on our sustainability compliance, so that I can ensure our operations meet regulatory requirements without extensive manual effort.
-
Description
-
This requirement provides the capability for the system to generate automated reports detailing compliance with sustainability regulations and guidelines. This feature will extract relevant data from logistics operations to compile reports for regulatory submissions, enabling users to ensure compliance without manual data collection. The expected outcome is reduced administrative overhead for users and timely reporting that supports transparency and accountability in sustainability practices, facilitating easier compliance with environmental standards and regulations.
-
Acceptance Criteria
-
Automated Report Generation for Monthly Sustainability Compliance
Given that the user has selected the report date range and the relevant compliance regulations, when the user initiates the report generation process, then the system generates a comprehensive sustainability compliance report that meets regulatory requirements and displays all necessary data points accurately.
Notification of Report Readiness
Given that the automated report has been generated, when the report is ready, then the system sends a notification to the user via email and in-app alert confirming that the report can be accessed and downloaded.
Data Source Integrity for Automated Reports
Given that the system extracts data from various logistics operations, when the data is compiled for the report, then the system validates the integrity of all data sources used and flags any discrepancies or missing data before report completion.
User Access Control for Compliance Reports
Given the user roles defined in the system, when the compliance report is generated, then only authorized users can access, view, or download the report, ensuring that sensitive information is protected.
Customization of Report Templates
Given the user's request for specific details in the compliance report, when the user customizes the report template, then the system allows modifications to the layout and inclusion of additional fields without compromising data integrity.
Timeliness of Report Generation
Given that sustainability reporting is time-sensitive, when the report generation is initiated, then the report must be completed and available for download within a set time frame (e.g., within 5 minutes), ensuring users meet their compliance deadlines.
Historical Data Retention and Access
Given that compliance reports are generated over time, when the user requests to view historical compliance reports, then the system provides access to reports generated in the past years, including all relevant data for each report period.
User Education on Sustainable Practices
-
User Story
-
As a logistics professional, I want to access educational resources on sustainable logistics practices, so that I can learn how to apply these strategies in my operations to minimize environmental impact.
-
Description
-
This requirement involves creating a set of educational resources within the LogiStream platform, guiding users on the best practices for sustainability in logistics operations. It should include articles, videos, and case studies demonstrating successful implementations of eco-friendly initiatives. The goal is to empower users with knowledge and tools to effectively adopt sustainable practices that can lead to operational improvements. By fostering a culture of sustainability, LogiStream can enhance user engagement and satisfaction while contributing positively to the industry as a whole.
-
Acceptance Criteria
-
User accesses the Green Initiative Insights feature to learn about sustainable logistics practices.
Given the user is logged into LogiStream, when they navigate to the Green Initiative Insights section, then educational resources such as articles, videos, and case studies should be available and easily accessible within 2 clicks.
User interacts with educational resources related to sustainability.
Given the user is viewing an article within the Green Initiative Insights feature, when the user finishes reading, then a feedback option should be available for the user to rate the helpfulness of the resource.
User participates in a quiz to test their understanding of sustainable practices after reviewing the educational resources.
Given the user has reviewed at least three educational resources, when they start the quiz, then they should receive feedback on their results and explanations for any incorrect answers immediately after completing the quiz.
User tracks their progress in adopting eco-friendly practices using the educational resources provided.
Given the user has accessed the educational resources, when they implement at least two suggested practices and report them within LogiStream, then their progress should be reflected in a dedicated sustainability dashboard with metrics indicating improvements.
User shares successful implementation stories from educational resources with colleagues.
Given the user has successfully applied a sustainable practice, when they select the share option, then they should be able to send a summary with associated resources via email or internal messaging directly from the LogiStream platform.
User searches for specific topics related to sustainability within the educational resources.
Given the user is in the Green Initiative Insights section, when they enter a specific keyword into the search bar, then relevant articles, videos, and case studies should be displayed within 5 seconds including a count of total results found.
User requests updates on new sustainable practices introduced in the platform.
Given the user opts in for notifications, when new educational content related to sustainability is added, then the user should receive an email alert within 24 hours, summarizing the new content available.
Impact Simulation Tool
The Impact Simulation Tool enables users to model the potential effects of various practices on their carbon footprint. By experimenting with different scenarios (like mode of transport or route changes), users gain foresight into how adjustments can lead to significant reductions in emissions.
Requirements
Scenario Builder
-
User Story
-
As a logistics manager, I want to simulate different transportation scenarios, so that I can assess how my operational decisions impact our carbon emissions and make more informed choices.
-
Description
-
The Scenario Builder empowers users to create and modify simulations of various logistics practices and their potential impacts on carbon emissions. This requirement focuses on giving users the ability to input different parameters such as modes of transport, route selections, and load configurations. The tool will provide an immediate visual representation of potential carbon footprint changes, fostering informed decision-making. By enabling users to customize scenarios, they can explore numerous configurations, leading to more strategic operational choices that align with sustainability goals. Integration with existing data sources will ensure accuracy in projections and provide comprehensive analysis capabilities for users.
-
Acceptance Criteria
-
User creates a new scenario for carbon footprint analysis based on selected transport modes and route configurations.
Given a user is on the Scenario Builder page, when they select transport modes and input route configurations, then a new scenario should be saved and displayed in the user's scenario list.
User modifies an existing scenario by changing the load configuration and observing the impact on carbon emissions.
Given a user has an existing scenario, when they modify the load configuration, then the tool should recalculate the carbon footprint and update the visual representation immediately.
User integrates real-time data sources to compare actual emissions against simulated projections.
Given a user has inputted a scenario, when they integrate real-time data sources, then the tool should display a comparison between projected and actual emissions on the dashboard.
User deletes a scenario from their scenario list when it is no longer relevant.
Given a user is viewing their scenario list, when they select a scenario and click the delete button, then the scenario should be permanently removed from the list and no longer accessible.
User exports the results of a simulation for external analysis and reporting.
Given a user has completed a simulation, when they click the export button, then a downloadable report should be generated in PDF format containing simulation details and carbon footprint impacts.
User receives tooltips and guidance while using the Scenario Builder to ensure proper setup.
Given a user accesses the Scenario Builder, when they hover over input fields, then tooltips should appear providing guidance on what parameters to input for accurate simulations.
User views a historical log of created scenarios for reference and analysis.
Given a user is on the Scenario Builder page, when they access their historical scenarios section, then they should see a list of all previously created scenarios with options for editing or reviewing each.
Emissions Dashboard
-
User Story
-
As an executive, I want a dashboard that summarizes our emissions data and simulation results, so that I can quickly evaluate our sustainability initiatives and report progress to stakeholders.
-
Description
-
The Emissions Dashboard offers a centralized view of carbon footprint data and simulation results. This requirement necessitates the development of an intuitive interface that displays graphical representations of emissions data over time and situational changes. Users will benefit from easily comprehensible visuals, making it straightforward to interpret complex data. The dashboard will integrate with both the Scenario Builder and other data analytics tools within LogiStream, allowing for real-time updates and comparisons between current practices and simulated results. This feature is critical for users aiming to drive continuous improvement in sustainability efforts and reporting.
-
Acceptance Criteria
-
User views the emissions dashboard to analyze their carbon footprint over time using different transport modes.
Given the user is on the Emissions Dashboard, when they select different transport modes from the Scenario Builder, then the emissions data should update in real-time and display graphical representations clearly showing the differences in carbon footprint for each mode selected.
User compares current emissions data with simulated results on the emissions dashboard.
Given the user has input current emissions data and simulated scenarios, when they view the dashboard, then it should present side-by-side comparisons of current and simulated emissions data with clear indicators of improvement or increase.
User accesses the dashboard to view historical emissions data for the past year.
Given the user is on the Emissions Dashboard, when they navigate to the historical data section, then they should see visual representations (graphs/charts) of emissions data from the past year with filter options for specific months and transport modes.
User receives real-time alerts on the emissions dashboard when carbon output exceeds a set threshold.
Given the user has defined their threshold for acceptable emissions levels, when the emissions data is analyzed, then the dashboard should send a real-time notification or alert if the emissions exceed this threshold, enabling swift action.
User customizes the layout and widgets displayed on the emissions dashboard.
Given the user is on the dashboard, when they choose to customize layout settings, then the dashboard should allow them to add, remove, or rearrange widgets for a personalized view that meets their analytic needs.
Reporting Feature
-
User Story
-
As a sustainability officer, I want to generate detailed reports on the impact of our simulation scenarios, so that I can present our findings and strategies clearly to stakeholders and regulators.
-
Description
-
The Reporting Feature enables users to generate detailed reports on carbon emission simulations and their outcomes. This requirement focuses on customizable output formats, allowing users to select specific parameters to include, such as scenario comparisons, potential savings, and actionable recommendations. The reports can be exported in multiple formats for ease of sharing and compliance reporting. By delivering comprehensive insights into simulations, this requirement supports transparency and accountability in sustainability initiatives, helping organizations communicate their efforts effectively.
-
Acceptance Criteria
-
User wants to generate a detailed carbon emission report after conducting multiple simulation scenarios using the Impact Simulation Tool, focusing on the carbon footprint reductions achievable through different transport modes.
Given the user has selected multiple scenarios, when they request a report, then the system generates a report that includes scenario comparisons, potential savings, and actionable recommendations in the selected output format.
A regulatory compliance officer needs to export the carbon emission report in PDF format for submission to regulatory bodies as part of their sustainability compliance documentation.
Given the user has finalized the report, when they choose to export it, then the report is successfully exported in PDF format with the correct layout and included data.
An organization wants to customize the parameters included in their carbon emission report to focus specifically on transportation mode impacts and cost savings.
Given the user is on the report customization page, when they select specific parameters to include in the report, then those parameters are reflected accurately in the final report generated by the system.
User who is analyzing the effectiveness of transportation options wants to compare two specific simulation scenarios side-by-side within their report.
Given the user has selected two scenarios to compare, when they generate the report, then the output includes a side-by-side comparison section that highlights differences in emissions and potential savings.
A project manager intends to review a previous report to assess the impact of implemented changes on carbon emissions over the last quarter.
Given the user accesses the reporting feature, when they open a previously generated report, then the report displays all data accurately as it was the first time it was generated, with a date indicator showing the original generation date.
While working with stakeholders, a user needs to present the simulation results via a presentation tool and requires the report in a format suitable for presentation.
Given the user selects a presentation format for the report, when they generate the report, then the system produces a visually appealing report layout suitable for slides, including graphs and key data points.
Scenario Library
-
User Story
-
As a team member, I want to access a library of past simulation scenarios, so that I can learn from successful strategies and apply proven methods to my current projects.
-
Description
-
The Scenario Library allows users to save, retrieve, and share previously created simulation scenarios. This requirement provides a repository for users to access best practices and successful simulations that can be replicated or further customized. It fosters knowledge sharing within teams and across the organization, ensuring valuable insights are not lost. By enabling users to tap into past simulations, the library enhances efficiency and cultivates a collaborative approach to carbon reduction strategies.
-
Acceptance Criteria
-
User saves a new simulation scenario for carbon footprint reduction awareness.
Given a user has created a new simulation scenario, when they select the 'save' option and provide a name for the scenario, then the scenario should be stored in the Scenario Library and be retrievable later.
User retrieves a previously saved simulation scenario from the Scenario Library.
Given a user is in the Scenario Library, when they search for a saved scenario by name, then the corresponding scenario should appear in the search results and be accessible for viewing or modification.
User shares a saved simulation scenario with a team member.
Given a user selects a saved simulation scenario and chooses to share it, when they enter the recipient's email address and confirm, then the recipient should receive an email with a link to access the shared scenario.
User deletes a saved simulation scenario from the Scenario Library.
Given that the user has selected a saved simulation scenario, when the user confirms their intention to delete it, then the scenario should be permanently removed from the Scenario Library, and no longer accessible.
User edits an existing simulation scenario in the Scenario Library.
Given a user has opened a saved simulation scenario, when they modify the scenario parameters and select 'save changes', then the updates should be saved, and the modified scenario should reflect the new parameters when retrieved.
User views details of a saved simulation scenario in the Scenario Library.
Given a user is in the Scenario Library, when they select a specific scenario from the list, then the user should see all details related to that scenario, including original parameters and modification history.
User receives a notification upon successful sharing of a simulation scenario.
Given a user has successfully shared a simulation scenario, when the sharing process is completed, then the user should receive a system notification confirming that the sharing was successful.
Stakeholder Alert System
-
User Story
-
As a project lead, I want to receive alerts when significant emission reduction opportunities are identified, so that I can initiate discussions with stakeholders for immediate actions.
-
Description
-
The Stakeholder Alert System notifies relevant parties about significant changes or insights derived from simulations. This requirement ensures that real-time alerts can be configured based on user-defined criteria such as thresholds for carbon emission reductions or operational changes. By keeping stakeholders informed, this feature enhances collaborative efforts toward sustainability goals and ensures timely action can be taken based on simulations' outcomes.
-
Acceptance Criteria
-
User configures the Stakeholder Alert System to send notifications when carbon emission reduction reaches a defined threshold during simulations.
Given the user is in the Stakeholder Alert System setup, when they define a carbon reduction threshold and save the configuration, then stakeholders should receive a notification if the simulation results meet or exceed this threshold.
A user runs a simulation that results in a significant operational change, triggering an alert to stakeholders.
Given a user has executed a simulation resulting in an operational change, when the system processes the simulation data, then all relevant stakeholders should receive an alert within 5 minutes of the simulation completion.
Users want to manage their notification preferences effectively for the Stakeholder Alert System.
Given a user is in the notification preferences section, when they modify their alert methods (email, SMS, etc.) and save changes, then the system should confirm the updated preferences and notify stakeholders using the new methods for future alerts.
A user tests the Stakeholder Alert System to ensure alerts are sent correctly based on varied conditions.
Given the user has executed multiple simulations with different criteria set for alerts, when each simulation completes, then alerts should correctly reflect the conditions set and reach the specified stakeholders accordingly.
Users wish to view a history of alerts sent through the Stakeholder Alert System for auditing purposes.
Given the user is accessing the alert history page, when they request to view the history, then the system should display a complete list of alerts sent, including timestamps and the conditions that triggered each alert.
Stakeholders may need to unsubscribe from specific alert types in the Stakeholder Alert System.
Given a stakeholder is reviewing their alert subscriptions, when they choose to unsubscribe from a specific alert type, then the system should confirm their unsubscription and ensure no further alerts of that type are sent to them.
A user wants to ensure that alerts are actionable and provide insights from the simulations.
Given an alert has been triggered based on simulation results, when the stakeholder receives the alert, then it should include actionable insights related to the simulation, such as suggested operational adjustments or further analysis links.
Sustainability Reporting Suite
The Sustainability Reporting Suite offers customizable report generation outlining emissions data, trends, and progress towards goals. This feature streamlines communication with stakeholders by providing clear documentation that showcases commitment to sustainability and accountability.
Requirements
Customizable Emissions Dashboard
-
User Story
-
As a Sustainability Officer, I want a customizable emissions dashboard so that I can visualize our emissions data and track our progress toward sustainability goals effectively.
-
Description
-
The Customizable Emissions Dashboard will provide users with the ability to view and manipulate their emissions data in real-time. It will include graphical representations of emissions trends over time, comparisons against targets, and filters for different emissions categories. This dashboard will enhance users’ understanding of their emissions at a glance and allow for on-the-fly adjustments to reporting scopes, fostering a transparent approach towards tracking their sustainability efforts.
-
Acceptance Criteria
-
User accesses the Customizable Emissions Dashboard to view their emissions data in real-time during a quarterly sustainability meeting with stakeholders.
Given the user is logged into the LogiStream platform, when they navigate to the Customizable Emissions Dashboard, then the dashboard should display real-time emissions data, including graphical representations of current emissions trends and statistics compared to predefined targets.
A user wants to filter emissions data by specific categories (e.g., CO2, methane, etc.) to prepare for a report submission.
Given the user is on the Customizable Emissions Dashboard, when they select different filters for emissions categories, then the dashboard should update the displayed data to reflect the selected categories without any latency.
During a review process, the user needs to visualize their emissions data over the past year to evaluate improvements.
Given the user is viewing the Customizable Emissions Dashboard, when they select a time frame of 'Last 12 Months', then the dashboard should generate and display graphs that accurately depict emissions trends for that period, along with comparison metrics against the organization's targets.
A compliance officer requires a report that illustrates the organization's emissions over the last quarter with appropriate charts and explanations.
Given the user is on the Customizable Emissions Dashboard, when they request a report generation for the last quarter, then the system should create a comprehensive report that includes graphical representation of emissions data, trends, and compliance status within 3 minutes.
An environmental manager adjusts the reporting scope to include only specific facilities within the organization for a focused sustainability analysis.
Given the user is on the Customizable Emissions Dashboard, when they select specific facilities from the reporting scope settings, then the displayed emissions data should update accordingly to reflect only the emissions data for those facilities without errors.
The user's emissions target is adjusted, and they need to see how this affects their performance metrics.
Given the user has updated their emissions targets in the settings, when they return to the Customizable Emissions Dashboard, then the dashboard should reflect the new targets and show updated performance metrics immediately.
Automated Report Generation
-
User Story
-
As a Compliance Manager, I want automated report generation so that I can quickly produce accurate sustainability reports for regulatory compliance and shareholder updates.
-
Description
-
Automated Report Generation will allow users to create detailed reports on sustainability metrics without manual input. Users will select parameters such as time range, specific metrics, and report format (PDF, Excel) to generate comprehensive reports with minimal effort. This feature will save time, ensure accuracy in reporting, and provide timely updates to stakeholders about environmental efforts and compliance with regulations.
-
Acceptance Criteria
-
User initiates the report generation process by selecting a time range of the last quarter, specifying metrics such as CO2 emissions and water usage, and choosing the report format as PDF.
Given the user has selected the time range, metrics, and report format, when the user clicks on 'Generate Report', then the system should create a PDF report containing the selected metrics for the specified time range without errors.
User wants to generate a report focusing on emissions data for a specific site over the past year, including visuals such as charts and percentages.
Given the user has input the specific site and time frame, when the report is generated, then it should include accurate emissions data, charts that represent data visually, and a summary of progress towards sustainability goals.
The user requires generated reports to be delivered to multiple stakeholders in a preset email format after generation without manual intervention.
Given the report has been successfully generated, when the user opts for automatic email distribution, then the system should send the report to the listed stakeholders in their preferred email formats (PDF or Excel) within 10 minutes of generation.
Execution of the automated report generation must accommodate changes in parameters and ensure that the system can handle varying input types from users.
Given the user inputs various parameters, including custom metrics and ranges, when the report is generated, then the system should handle different input formats and provide confirmation of successful report creation without crashing or errors.
User anticipates generating reports during peak operational hours without affecting the performance of the main application.
Given the report generation is initiated during peak hours, when the user requests a report, then the system should efficiently generate the report in under 5 minutes while maintaining application performance metrics within acceptable thresholds.
User seeks to review generated reports for accuracy by comparing them against manual calculations made prior to automation.
Given the user has completed report generation, when the user reviews the report, then they should find the data accurate, consistent with prior manual calculations, and relevant to the chosen parameters without discrepancies.
Stakeholder Communication Tools
-
User Story
-
As a Project Manager, I want tools for stakeholder communication so that I can efficiently share sustainability reports and updates, fostering better collaboration and transparency with our partners.
-
Description
-
Stakeholder Communication Tools will offer integrated functionalities that allow users to directly share reports and insights with stakeholders through the platform. This includes options for sending emails, sharing via cloud storage, and generating presentation-ready summaries. By streamlining communication, this requirement will facilitate engagement and transparency with stakeholders, enhancing trust and collaboration on sustainability efforts.
-
Acceptance Criteria
-
Stakeholder initiates a request to receive sustainability reports via email.
Given a stakeholder's email address is available, when the user selects the option to send a report via email, then the report should be sent to the specified address with a confirmation message displayed to the user.
User generates a PDF report summarizing emissions data for stakeholders.
Given the user has selected the parameters for the report, when the user clicks the 'Generate PDF' button, then a downloadable PDF report should be created that accurately reflects the selected parameters and includes correct emissions data.
User shares sustainability insights through cloud storage services.
Given the user has logged into a compatible cloud storage service, when the user selects the 'Share via Cloud' option, then the report should be uploaded to the chosen service and a shareable link generated for stakeholders.
Stakeholder provides feedback on shared sustainability reports.
Given a report has been shared with a stakeholder, when the stakeholder opens the report, then they should have the option to provide feedback that is recorded in the system with a timestamp and linked to the specific report.
User selects multiple stakeholders to receive the same report in one action.
Given multiple stakeholder email addresses are entered, when the user opts to share a report with all selected stakeholders, then each stakeholder should receive the report simultaneously without errors or delays.
User views a history of previously shared reports and stakeholder interactions.
Given the user navigates to the reports sharing history page, when they request to view the history, then a complete list of all shared reports, recipients, and feedback should be displayed.
Emissions Trend Analysis
-
User Story
-
As a Data Analyst, I want emissions trend analysis so that I can accurately predict future emissions trends, allowing the company to proactively address sustainability challenges.
-
Description
-
Emissions Trend Analysis will leverage AI to provide predictive analytics capabilities, identifying patterns and trends in emissions over time. This tool will empower users to make data-driven decisions by forecasting future emissions based on historical data and current practices. By implementing this requirement, LogiStream will help users anticipate challenges and adjust their strategies to meet sustainability targets effectively.
-
Acceptance Criteria
-
User accesses the Emissions Trend Analysis tool through the LogiStream dashboard to analyze emissions data for their operations over the last quarter.
Given the user is logged into the LogiStream dashboard, when they navigate to the Emissions Trend Analysis tool, then they should be able to view emissions data for the selected time period displayed in a graphical format.
The user generates a report on emissions trends for internal stakeholders to present during a sustainability review meeting.
Given the user has selected a date range and configured the report settings, when they click on 'Generate Report', then the system should produce a downloadable PDF report that includes graphs, data tables, and a summary of the emissions trends.
The user wants to forecast future emissions based on past data and current practices using the predictive analytics feature of the tool.
Given the historical emissions data is available, when the user inputs current practices into the predictive analytics system, then the system should display a forecast of future emissions over the next year with confidence intervals.
A user is reviewing the historical emissions data and needs to filter it by specific criteria to analyze trends more effectively.
Given the user is viewing the historical emissions data, when they apply filters (e.g., by department, location, or emission source), then the displayed data should update to reflect the selected filters without delay.
The system is receiving feedback from users after they utilize the Emissions Trend Analysis tool to identify any usability issues.
Given a user has used the Emissions Trend Analysis tool, when they submit feedback through the provided form, then the feedback should be recorded in the system and flagged for review by the development team.
Users need to share the emissions trend analysis results with external stakeholders for transparency and communication purposes.
Given the user is on the results page of the emissions trend analysis, when they click on the 'Share' button and provide an email address, then the system should send an email containing a link to the results and a summary of key insights.
Compliance Benchmarking Module
-
User Story
-
As a Sustainability Director, I want a compliance benchmarking module so that I can evaluate our performance against industry standards and ensure we meet regulatory obligations.
-
Description
-
The Compliance Benchmarking Module will allow users to compare their emissions data and sustainability practices against industry benchmarks and regulatory standards. This feature will provide insights into where users stand relative to peers, helping to identify gaps and set realistic goals for improvement. This module enhances the product's value by enabling users to maintain compliance and improve their sustainability initiatives.
-
Acceptance Criteria
-
User wants to view their emissions data compared to industry benchmarks and regulatory standards during a quarterly sustainability review meeting with stakeholders.
Given the user has uploaded their emissions data, when they request a comparison report, then the system generates a report that benchmarks their data against relevant industry standards, displaying variance and compliance status clearly within the dashboard.
A user needs to identify key areas for improvement in their sustainability practices by comparing their emissions levels with those of similar companies within their sector.
Given the user selects the option to view peer comparisons, when they analyze the report, then the system presents a comparative analysis showing their emissions data alongside sector averages, highlighting gaps and opportunities for improvement.
The compliance officer is preparing a presentation for senior management to showcase how the company meets regulatory requirements using the Compliance Benchmarking Module.
Given the compliance officer inputs their sustainability goals, when the report is generated, then it demonstrates compliance with relevant regulations and provides projections for future compliance based on current emissions trends.
An organization is looking to communicate its sustainability efforts to stakeholders transparently during an annual general meeting.
Given the user configures the report settings for stakeholder communication, when they generate the report, then the report includes clear visuals of emissions reduction progress, goals set, and benchmarks achieved against industry standards.
A sustainability manager requires a live dashboard view to monitor real-time emissions data against predefined criteria throughout the year.
Given the user accesses the live dashboard, when they input their predefined criteria, then the dashboard displays real-time compliance status, alerts for thresholds exceeded, and recommendations for adjustments to meet goals.
A user needs to validate their emissions data against external regulatory benchmarks to prepare for an upcoming audit.
Given the user selects the compliance audit feature, when they run the comparison report, then the system provides a detailed comparison with notes on compliance levels and documentation needed for the audit process.
Sustainability Goal Tracker
-
User Story
-
As an Operations Manager, I want a sustainability goal tracker so that I can monitor our progress towards meeting our sustainability targets and quickly adjust our strategies as needed.
-
Description
-
The Sustainability Goal Tracker will enable users to set, monitor, and adjust their sustainability goals within the platform. Users can input target metrics, track their progress, and identify areas needing improvement in real-time. This functionality enhances accountability and encourages proactive management of sustainability efforts, ensuring that organizations stay focused on achieving their strategic objectives.
-
Acceptance Criteria
-
Sustainability Goal Input and Tracking
Given a user is logged into the LogiStream platform, when they navigate to the Sustainability Goal Tracker, then they should be able to input new sustainability goals along with target metrics and save them successfully.
Real-Time Progress Monitoring
Given a user has set sustainability goals, when they access the Sustainability Goal Tracker, then they should see an updated progress indicator that reflects their current status towards each goal in real-time.
Goal Adjustment Functionality
Given a user has existing sustainability goals, when they choose to edit these goals, then they should be able to modify target metrics and save the changes without any errors.
Emissions Data Reporting
Given a user has input sustainability goals and tracked progress, when they generate a report, then the report should accurately reflect their emissions data, trends, and progress towards those goals.
Stakeholder Communication
Given a user needs to share sustainability progress with stakeholders, when they access the report functionality, then they should be able to export or print the reports in a clear and professional format suitable for stakeholder presentation.
Alerts for Underperformance
Given a user has set sustainability goals, when their tracked progress falls below a defined threshold, then the system should automatically send alerts to the user indicating areas needing improvement.
User Access and Permissions Management
Given an organization has multiple users, when an admin sets up the Sustainability Goal Tracker, then they should be able to assign different access levels to users for viewing or editing sustainability goals.
Carbon Footprint Comparison
This feature allows users to compare their carbon footprint with industry standards or competitors. By visualizing gaps and opportunities, users gain critical insights into areas for improvement and can strategically plan innovations to meet or exceed sustainability expectations.
Requirements
Carbon Footprint Data Integration
-
User Story
-
As a logistics manager, I want to integrate carbon footprint data into the LogiStream platform so that I can have a clear view of my emissions and compare them effectively with industry benchmarks.
-
Description
-
This requirement facilitates the integration of carbon footprint data from various sources into the LogiStream platform. By aggregating data from logistics operations, energy consumption, and material usage, the feature enables users to gain a comprehensive understanding of their carbon emissions across their supply chain. This integration is crucial for providing users with accurate comparisons against industry standards and competitors. The expected outcome is to offer actionable insights and support users in identifying specific areas for carbon reduction.
-
Acceptance Criteria
-
User logs into LogiStream and requests a carbon footprint comparison report that utilizes data from multiple sources, such as logistics operations and energy consumption records. The user aims to assess how their carbon emissions stack up against industry standards and identify areas for improvement.
Given the user is logged into the LogiStream platform, when they request a carbon footprint comparison report, then the system should aggregate data from all specified sources and provide a clear visual comparison against industry standards with accurate metrics.
A logistics manager wants to analyze their company's carbon footprint for the last quarter using the integrated data sources and compare it against competitors. They expect to see a visual representation of their performance.
Given the logistics manager has selected the last quarter for analysis, when they initiate the comparison process, then the integrated system should retrieve relevant data and display a dashboard that visually represents their carbon emissions alongside competitors' benchmarks.
A sustainability officer at a logistics firm needs to present the carbon footprint analysis results to stakeholders. They need the results to be exportable in a report format that is easy to understand and well structured.
Given that the sustainability officer requests the carbon footprint analysis report, when the system processes the request, then it should generate a comprehensive and structured report that can be exported in PDF format, including visual graphs and key insights.
A user wishes to adjust the carbon footprint data thresholds for what constitutes a sustainable level, intending to customize their benchmarking process based on specific organizational goals.
Given the user is in the settings configuration for carbon footprint metrics, when they input new threshold values for sustainability benchmarks, then the system should save these values and update the comparison calculations accordingly without errors.
The LogiStream system is expected to provide real-time updates on a company's carbon footprint as new data is integrated from various sources such as shipping data and electricity usage logs.
Given new carbon footprint data is integrated into LogiStream, when the data is updated, then the system should instantly reflect these changes in the user's dashboard, showing the most current carbon emissions metrics.
A user wants to see historical data trends for their carbon footprint over the past year to identify whether their emissions have decreased due to implemented strategies.
Given the user requests a historical trend analysis, when they specify the time frame of the past year, then the system should display a trend graph showing the fluctuations in carbon emissions over this period, highlighting significant reductions or increases in emissions.
LogiStream users need to receive notifications about discrepancies in the data entered regarding carbon emissions, which could potentially misrepresent their carbon footprint analysis.
Given a user has entered carbon emission data into the system, when the system detects a discrepancy in the data compared to existing records, then it should generate a notification alerting the user to review their input for accuracy before proceeding with comparisons.
Interactive Carbon Comparison Dashboard
-
User Story
-
As a sustainability officer, I want to use an interactive dashboard to compare my carbon footprint with competitors so that I can understand where I stand and identify opportunities for improvement.
-
Description
-
This requirement involves the creation of an interactive dashboard feature within LogiStream that allows users to visualize their carbon footprint compared to industry standards or competitors. This dashboard should include graphs, charts, and other visual aids to clearly show gaps and opportunities for improvement. The dashboard is vital for users to easily interpret complex data and make informed decisions regarding sustainability initiatives.
-
Acceptance Criteria
-
User accesses the Interactive Carbon Comparison Dashboard for the first time.
Given the user has valid login credentials, when they navigate to the dashboard section, then the Interactive Carbon Comparison Dashboard is displayed with a loading time of less than 3 seconds and features a default comparison between their carbon footprint and the industry average.
User views comparative graphs and charts on the dashboard.
Given the dashboard is loaded, when the user selects the 'Compare with Competitors' option, then all relevant graphs and charts update to display the user's carbon footprint against selected competitor data with clear legends and labels.
User interacts with the filter options on the dashboard.
Given the dashboard displays data, when the user applies filters for date ranges and specific industries, then the visual data updates to reflect the filtered results without any errors, and the authenticity of the data is verified against the backend.
User receives insights based on the visual data presented.
Given the user reviews the dashboard, when they select any visual element indicating a sustainability gap, then a detailed insight popup appears, providing actionable suggestions to improve their carbon footprint aligned with best practices.
User prints the visual report from the dashboard.
Given the dashboard is open, when the user clicks the 'Print Report' button, then a formatted PDF report is generated containing all visible graphs, charts, and insights with proper scaling and resolution suitable for printing.
User compares their carbon footprint over time using the dashboard.
Given the user has accessed historical data, when they select different time periods for comparison, then the corresponding graphical representations should accurately reflect changes in carbon emissions over those periods, with the percentage difference clearly indicated.
User shares their dashboard view with a colleague.
Given the dashboard is interactive, when the user clicks the 'Share Dashboard' option, then the current view is sent via email to the specified colleague, including a link for direct access and with appropriate permissions set for viewing.
Recommendation Engine for Carbon Reduction Strategies
-
User Story
-
As an operations director, I want to receive recommendations for carbon reduction strategies so that I can implement effective measures to improve our sustainability performance.
-
Description
-
This requirement encompasses the development of an AI-driven recommendation engine that analyzes the user's carbon footprint data and provides tailored suggestions for reducing emissions. By utilizing historical data, industry benchmarks, and predictive analytics, the engine will inform users of specific changes they can implement within their logistics operations to enhance sustainability. The implementation of this feature is essential for enabling users to take meaningful actions towards lowering their carbon impact.
-
Acceptance Criteria
-
User utilizes the recommendation engine to analyze their carbon footprint data after inputting their logistics operations details in LogiStream.
Given the user has entered comprehensive logistics operation data, When they request recommendations for carbon reduction strategies, Then the recommendation engine provides at least three tailored, actionable suggestions specific to their operational parameters.
User compares their carbon footprint data with industry benchmarks provided by LogiStream.
Given the user has accessed the carbon footprint comparison feature, When they select their specific industry and view the data, Then the system displays a clear visual representation of their carbon footprint against industry standards, highlighting discrepancies and areas for improvement.
The recommendation engine processes historical data to suggest improvements for reducing carbon emissions.
Given that historical carbon footprint data is available, When the user requests recommendations, Then the engine analyzes this data against successful strategies employed by similar companies and provides at least two evidence-based recommendations.
User assesses the feasibility of recommended carbon reduction strategies in their logistics operations.
Given the user has received recommendations from the engine, When they select a recommendation for assessment, Then the system provides an analysis of potential cost savings and operational impacts, allowing the user to make informed decisions on implementation.
User receives real-time alerts for carbon footprint deviations beyond acceptable thresholds.
Given the user has set a target carbon footprint, When their operational data indicates a level that exceeds this target, Then the system sends a notification alerting the user of the deviation and suggesting immediate actions.
The recommendation engine incorporates user feedback to improve future suggestions.
Given that the user has implemented a recommendation and provides feedback through the LogiStream platform, When this feedback is submitted, Then the recommendation engine updates its algorithms to refine future suggestions based on user experiences and outcomes.
User can export their carbon reduction recommendations and progress reports for stakeholder review.
Given the user has accessed their recommendations and progress data, When they select the export option, Then the system generates a comprehensive report in PDF format that includes all recommendations, progress metrics, and visual data representations.
Reporting Tool for Carbon Footprint Analysis
-
User Story
-
As a compliance officer, I want to generate reports on my company’s carbon emissions so that I can ensure we meet regulatory standards and assess our sustainability initiatives.
-
Description
-
This requirement focuses on the creation of a reporting tool that enables users to generate detailed reports on their carbon footprint analysis, including comparisons to industry standards. Users will be able to customize reports based on specific parameters, such as timeframes and operational areas. This feature is fundamental for compliance and strategic planning, allowing companies to track their progress in sustainability efforts and align with regulatory requirements.
-
Acceptance Criteria
-
As a logistics manager, I want to generate a customizable report that compares my company's carbon footprint against industry standards to identify areas for reduction and improvement.
Given the user selects specific parameters (timeframe, operational areas), when they generate the carbon footprint report, then the report displays accurate comparisons to industry standards for the selected parameters.
As a compliance officer, I need to ensure that the carbon footprint report includes historical data for at least the last three years to meet regulatory requirements and analyze trends over time.
Given the user requests a historical report, when the report is generated, then it includes accurate carbon footprint data for the past three years.
As an environmental strategist, I want the reporting tool to provide visualizations (charts/graphs) of the carbon footprint data to effectively communicate findings to stakeholders.
Given the user generates a report, when they view the report, then it includes at least three different visualization types (e.g., bar chart, line graph, pie chart) representing the carbon footprint data.
As a user, I want to export the carbon footprint report in multiple formats such as PDF and Excel to share with my team.
Given the user generates a carbon footprint report, when they choose an export format, then the report exports correctly in the selected format without data loss or corruption.
As a manager, I want to receive alerts when my company's carbon footprint exceeds established benchmarks so I can take timely actions.
Given the carbon footprint thresholds are established, when the report indicates the carbon footprint exceeds these thresholds, then an alert is sent to the user via email or dashboard notification.
As a stakeholder, I want access to a dashboard summary of the carbon footprint analysis prior to generating detailed reports to quickly assess performance.
Given the user accesses the dashboard, when they view the carbon footprint section, then it displays a summary with key metrics and trends without any delay.
User Education and Resources Module
-
User Story
-
As a logistics coordinator, I want access to educational resources on carbon footprint management so that I can enhance my understanding and apply best practices in my operations.
-
Description
-
This requirement entails the development of a module within LogiStream that provides users with educational resources about carbon footprint management and sustainability practices. The module will include articles, case studies, and tools that help educate users on effective carbon reduction strategies. This feature aims to empower users with knowledge, enabling them to make informed decisions about their logistics solutions and sustainability efforts.
-
Acceptance Criteria
-
Accessing the User Education and Resources Module for the first time.
Given a user has logged into LogiStream, when they navigate to the User Education and Resources Module, then they should see a welcome message and an overview of available resources.
Viewing educational articles within the module.
Given a user is in the User Education and Resources Module, when they select an educational article, then the article should display fully with no missing content and an option to return to the resource list.
Utilizing tools available in the User Education and Resources Module.
Given a user is in the User Education and Resources Module, when they interact with any tool provided for carbon footprint management, then the tool should function correctly, displaying accurate data based on user input.
Accessing case studies to understand best practices.
Given a user has accessed the User Education and Resources Module, when they select a case study, then the full case study should open and provide insights into successful carbon reduction strategies used by other companies.
Searching for specific topics within the module.
Given a user is in the User Education and Resources Module, when they enter a search term in the search bar, then the module should return relevant articles and resources related to that term.
Providing feedback on the educational resources.
Given a user has accessed an educational resource, when they submit feedback on the content, then a confirmation message should appear indicating their feedback has been received successfully.
Evaluating user engagement with the module.
Given the User Education and Resources Module is live, when the administrator reviews user engagement data, then they should see metrics on article views, tool usage, and feedback submissions to measure engagement levels.
Instant Feedback Alerts
Instant Feedback Alerts instantly notify customer service representatives and operations managers when new customer feedback is submitted. This feature ensures that concerns are addressed swiftly, enhancing responsiveness and driving improvements in service quality.
Requirements
Real-time Feedback Dashboard
-
User Story
-
As a customer service representative, I want to have a real-time feedback dashboard so that I can quickly identify trending concerns and address them proactively, improving customer experience.
-
Description
-
The Real-time Feedback Dashboard is a visual interface that consolidates and displays customer feedback metrics and trends in real-time. This feature will allow customer service representatives and operations managers to monitor incoming feedback, categorize concerns, and identify patterns at a glance. By integrating this dashboard with LogiStream's existing analytics capabilities, users can navigate through various feedback types, track resolution times, and correlate feedback with operational metrics. This feature not only aids in proactive management but also supports strategic decision-making by highlighting critical areas needing attention, thereby enhancing service levels and customer satisfaction.
-
Acceptance Criteria
-
Customer service representatives receive instant notifications when new feedback is submitted by customers via multiple channels (web, mobile, email).
Given that a customer submits feedback through any channel, when the feedback is received, then the customer service representative receives an instant notification within 2 seconds.
Operations managers are able to view categorized feedback on a real-time dashboard to understand customer concerns at a glance.
Given that feedback has been received, when the operations manager accesses the real-time feedback dashboard, then they can see feedback categorized by type (complaints, suggestions, compliments) and the count of each type should be updated within 5 seconds.
Customer service representatives can track resolution time for feedback addressed via the Real-time Feedback Dashboard.
Given that feedback has been resolved by the customer service team, when the representatives view the dashboard, then the average resolution time for the last 30 feedback instances should be displayed accurately to the nearest minute.
Customer service representatives are notified of feedback trending negatively in real-time to take proactive measures.
Given that feedback is submitted and categorized as 'negative', when the feedback count for negative feedback exceeds a threshold of 10 within an hour, then a notification is sent to all customer service representatives.
Operations managers need to correlate customer feedback with operational metrics for strategic decision-making.
Given that feedback data and operational metrics are available, when the operations manager runs a report on the dashboard, then they should see a correlation analysis of feedback trends against operational metrics like delivery times and service outages in less than 5 minutes.
Customer service representatives can filter feedback on the dashboard based on timeframes to assess performance during specific periods.
Given that the representative is on the feedback dashboard, when they select a specific timeframe (last hour, day, week), then only feedback submitted within that timeframe should be displayed without lag.
Automated Response Suggestions
-
User Story
-
As an operations manager, I want the system to suggest automated response templates for incoming feedback so that my team can respond quickly and consistently to customers, enhancing our service quality and efficiency.
-
Description
-
Automated Response Suggestions leverage AI to analyze incoming customer feedback and generate context-specific response templates for customer service representatives. This requirement aims to speed up response times and ensure consistency in communication. By integrating machine learning algorithms, the system will learn from past interactions to continuously improve the quality and relevance of suggested responses. This feature will also include a feedback loop where users can provide input on suggestions to fine-tune the algorithm, resourcing the customer service team with effective tools to enhance responsiveness and customer engagement.
-
Acceptance Criteria
-
Customer service representative receives an instant notification alerting them about a new customer feedback entry submitted through the web portal during working hours.
Given that a new customer feedback is submitted, when the feedback is recorded in the system, then the customer service representative should receive an instant notification alert within 1 minute.
Customer service representatives utilize the automated response suggestions for addressing a specific customer feedback regarding delays in shipment.
Given that the customer feedback is analyzed, when the representative is presented with suggested responses, then the number of response suggestions generated should be at least three context-specific options relevant to the feedback.
A customer service representative provides feedback on the suggested response template generated by the Automated Response Suggestions feature.
Given that a response suggestion is provided by the system, when the representative submits feedback indicating whether the suggestion was useful or not, then the feedback should be recorded in the system for future analysis and improvement of the AI algorithm.
The machine learning algorithm updates its response suggestion model based on historical interaction data.
Given that historical data of customer interactions and feedback have been collected, when the machine learning process is executed, then the algorithm should reflect changes in its response suggestion accuracy as measured against a set of predefined metrics (e.g., satisfaction score of responses).
Customer service representatives assess the overall effectiveness of the automated response suggestions feature in improving their response times.
Given that the representatives have used the suggestions for at least one month, when a report is generated on response times before and after implementation, then the average response time should show an improvement of at least 25% post-implementation.
Operations managers evaluate the consistency of communication facilitated by the automated response suggestions feature.
Given that multiple customer service representatives used response suggestions, when a review is conducted of the communications sent to customers over a period of time, then at least 90% of the communications should align with the consented templates generated by the system.
Feedback Escalation Mechanism
-
User Story
-
As a customer service representative, I want critical feedback to be automatically flagged for escalation so that we can prioritize urgent issues and ensure they are resolved quickly, maintaining customer trust.
-
Description
-
The Feedback Escalation Mechanism is designed to automatically flag critical or high-impact feedback for immediate attention. This requirement entails developing a set of criteria that determines which pieces of feedback require escalation based on factors such as severity, frequency, and impact on operations. Integration with the existing ticketing system will ensure that escalated feedback is routed to the appropriate team for swift resolution. The mechanism aims to enhance the response protocol, ensuring urgent issues are prioritized, which in turn improves customer satisfaction and trust in the service.
-
Acceptance Criteria
-
New customer feedback is submitted through the LogiStream feedback portal during peak hours, highlighting an urgent issue with delayed shipments.
Given the feedback is submitted marked as 'Critical', when the feedback is received, then it should automatically flag the feedback for immediate escalation within the ticketing system.
Customer feedback indicating repeated issues with delivery accuracy is entered by a representative after calls from multiple customers.
Given that the same issue has been reported by at least five different customers within a week, when this feedback is logged, then it must be tagged as 'High Impact' for escalation purposes.
A customer submits feedback indicating dissatisfaction with support response times after the implementation of a new AI ticket handling system.
Given the feedback has a severity score greater than 8 out of 10, when it is recorded in the system, then it should trigger an immediate alert to the customer service manager.
An operations manager reviews feedback trends weekly to identify potential operational flaws based on customer input regarding delayed services.
Given that a feedback submission regarding service delays exceeds a frequency of three times in one week, when this pattern is detected, then it should generate a report for the management team for review.
A representative reviews feedback statistics and identifies a recurring theme of complaints about product quality tying back to a recent shipment.
Given the quality feedback aligns with a specific shipment date and has been reported multiple times, when this feedback is flagged, then it should be escalated to the quality assurance team within 12 hours.
Feedback Analytics Reporting
-
User Story
-
As an operations manager, I want to generate analytics reports on customer feedback so that I can track service performance and identify areas for improvement, ensuring our operational strategies align with customer needs.
-
Description
-
The Feedback Analytics Reporting feature will provide comprehensive reports summarizing customer feedback statistics, trends over time, and insights derived from feedback data. Users will have the capability to generate custom reports based on various metrics, such as categories of feedback, response times, and resolution rates. This requirement also includes the ability to share reports seamlessly across teams and integrate data visualization tools for enhanced interpretability. The analytics generated will help in identifying long-term trends and areas for improvement, guiding strategic initiatives aimed at enhancing service delivery.
-
Acceptance Criteria
-
User generates a custom report based on feedback categories.
Given the user is on the Feedback Analytics Reporting page, when they select a feedback category and click 'Generate Report', then the system should display a report summarizing statistics related to that category including number of feedback entries, average response time, and resolution rates.
User shares a generated feedback report with team members via email.
Given the user has generated a feedback report, when they click the 'Share' button and enter team members' email addresses, then the system should send an email with the report attached to the specified recipients and log the sharing action in the user’s activity history.
User views visualizations of feedback trends over time.
Given the user is on the Feedback Analytics Reporting page, when they select the 'Trends Over Time' visualization option, then the system should display a line graph showing feedback trends across selected timeframes, allowing for comparison of different metrics such as feedback volume, response times, and resolution rates.
User checks the integration of data visualization tools with the reporting feature.
Given that data visualization tools have been integrated, when the user accesses the generated reports, then visual representations such as pie charts and bar graphs should be available for metrics including feedback category distribution and average resolution times alongside the textual data.
User retrieves feedback reports for a specified date range.
Given the user is on the Feedback Analytics Reporting page, when they set a custom date range and click 'Retrieve Reports', then the system should display all feedback entries and related analytics that fall within the selected date range.
User receives an error message for an invalid report generation request.
Given the user has made an invalid selection while generating a report (such as a non-existent category), when they click 'Generate Report', then the system should display a clear error message indicating the nature of the error and suggesting corrective actions.
User analyzes feedback resolution rates through the reporting feature.
Given the user is analyzing feedback statistics, when they generate a report focusing on resolution rates, then the system should provide data showing the percentage of feedback that was resolved within specified timeframes and how that compares to previous periods.
Automated Sentiment Analysis
Automated Sentiment Analysis employs AI algorithms to evaluate customer feedback for sentiments, categorizing them as positive, neutral, or negative. This functionality allows users to quickly assess overall customer satisfaction and pinpoint areas requiring attention, enabling strategic responses and improvements.
Requirements
Real-time Feedback Monitoring
-
User Story
-
As a customer service manager, I want to monitor customer feedback in real-time so that I can address issues immediately and improve overall customer satisfaction.
-
Description
-
The Real-time Feedback Monitoring requirement enables continuous tracking of customer feedback through various channels, including social media, surveys, and direct communication. This feature ensures that feedback is collected as it comes in, allowing for immediate evaluation and response. The benefits include enhanced customer engagement, quicker identification of issues, and streamlined response strategies. By integrating this capability into LogiStream, users can maintain a pulse on customer sentiment without delay, which ultimately leads to increased satisfaction and loyalty.
-
Acceptance Criteria
-
Real-time tracking of social media feedback
Given that the user has integrated social media channels for feedback collection, when new feedback is posted, then the LogiStream system should capture and categorize the sentiment of the feedback in real-time as positive, neutral, or negative.
Immediate alerts for negative feedback detection
Given that the system is monitoring customer feedback, when negative sentiment is detected, then an alert should be generated and sent to the customer service team within 5 minutes of detection.
Comprehensive dashboard overview for feedback sentiment
Given that the user accesses the LogiStream dashboard, when the feedback monitoring feature is active, then the user should see a real-time summary of customer sentiment categorized as positive, neutral, or negative along with trend data over the last 7 days.
Integration of survey feedback into the system
Given that the user deploys a customer survey, when responses are submitted, then the system should automatically analyze and categorize the sentiment of the responses and provide insights within 10 minutes of submission.
Assessment of feedback visibility by management
Given that management is reviewing customer feedback, when they access the feedback monitoring reports, then they should be able to view detailed analytics on sentiment trends and response times by department for the past month.
Sentiment Trend Analysis
-
User Story
-
As a product manager, I want to analyze trends in customer sentiment over time so that I can adapt our strategies based on changing customer perceptions and improve our offerings accordingly.
-
Description
-
The Sentiment Trend Analysis requirement involves the implementation of algorithms that not only assess the sentiment of customer feedback but also analyze sentiment over time. This functionality will allow users to identify trends in customer satisfaction and dissatisfaction, helping businesses to make informed decisions based on evolving customer perceptions. By displaying these trends on the LogiStream dashboard, the organization can strategize effectively to improve service quality and product offerings.
-
Acceptance Criteria
-
Sentiment trend analysis for customer feedback over the last 30 days.
Given that the user selects a 30-day view on the sentiment trend dashboard, When the user views the sentiment trend graph, Then the graph displays accurate trends showing the number of positive, neutral, and negative sentiments over the selected period.
Comparison of sentiment trends across different product categories.
Given that the user selects different product categories for sentiment analysis, When the user compares the sentiment trend graphs, Then the graphs provide a visual comparison for each category, allowing the user to easily identify the category with the highest satisfaction rate.
Alerts for significant changes in sentiment trends.
Given that the sentiment analysis detects a significant decline in customer sentiment over a predefined threshold, When the user checks alerts on the dashboard, Then the system generates and displays an alert notifying the user of the decline in sentiment.
Monthly reporting for sentiment trends to stakeholders.
Given that it's the end of the month, When the user requests a monthly report, Then the system generates a comprehensive report that includes a summary of sentiment trends, key insights, and recommendations for stakeholders.
Integration of sentiment trend data with predictive analytics.
Given that the user enables integration settings, When the system analyzes sentiment trends alongside predictive analytics, Then the dashboard displays actionable insights and forecasts based on the combined data.
User feedback on the accuracy of sentiment analysis.
Given that a user is analyzing sentiment trends, When the user inputs updated feedback on the system's sentiment accuracy, Then the system records the feedback for future algorithm refinements and displays a confirmation message.
Real-time updates for sentiment analysis during marketing campaigns.
Given that a marketing campaign is currently active, When the user views the sentiment dashboard, Then the sentiment analysis should reflect real-time feedback from customers and adjust sentiment trends accordingly.
Automated Response Suggestions
-
User Story
-
As a customer support agent, I want to receive automated response suggestions based on customer sentiment so that I can respond more effectively and quickly to inquiries.
-
Description
-
The Automated Response Suggestions requirement facilitates the generation of AI-driven responses based on customer feedback sentiments. This feature will analyze sentiments and suggest appropriate responses, helping service teams to engage with customers promptly and effectively. By providing a database of potential responses for various sentiment categories, user teams can enhance communication efficiency, ultimately leading to better customer relations and faster resolution times.
-
Acceptance Criteria
-
User receives customer feedback in the LogiStream dashboard and wants to generate an automated response based on the sentiment analysis.
Given a customer feedback marked as negative, When the user clicks the 'Suggest Response' button, Then the system should display a list of three potential responses tailored to address the negative sentiment.
User encounters a neutral feedback comment and seeks to engage the customer without appearing too informal or formal.
Given a customer feedback categorized as neutral, When the user selects the 'Suggest Response' option, Then the system should present two appropriate responses that maintain a neutral tone for follow-up engagement.
A service team member wants to confirm that the AI is providing suitable responses for positive feedback.
Given a customer feedback categorized as positive, When the user requests a suggested response, Then the system should generate a response that expresses gratitude and encourages continued interaction.
The development team wants to ensure that the system can adaptively learn from previously suggested responses to improve future suggestions.
Given multiple instances of similar customer feedback, When the AI suggestion tool is used, Then the system should revise and optimize the response database based on prior user selections and feedback outcomes.
A customer service agent needs to view suggested responses to sentiments that have been previously resolved successfully.
Given a sentiment that has been resolved with positive feedback, When the user accesses the history of responses, Then the system should display the previously suggested responses along with their outcome metrics.
A management team wants to evaluate the effectiveness of the automated response suggestions based on customer satisfaction ratings.
Given a range of automated responses utilized in customer interactions, When the management reviews customer satisfaction scores and response usage, Then the report should provide insights on the effectiveness rate of each type of suggested response.
Sentiment Analysis Reporting
-
User Story
-
As a business analyst, I want to generate detailed sentiment analysis reports so that I can present actionable insights to the management for strategic decision-making.
-
Description
-
The Sentiment Analysis Reporting requirement ensures comprehensive reporting capabilities that will visualize customer feedback sentiment data over specified periods. This reporting feature will include metrics such as percentage of positive, neutral, and negative feedback, as well as insights into which areas require improvement. By generating these reports, LogiStream helps stakeholders make data-driven decisions to enhance service strategies and operational practices.
-
Acceptance Criteria
-
Sentiment Analysis Reporting for Weekly Performance Review
Given that I am a user accessing the sentiment analysis reporting feature, when I select the reporting period as the last week, then the system should generate a report displaying the percentage of positive, neutral, and negative feedback received during that week, along with insights into areas needing improvement.
Sentiment Analysis Reporting for Monthly Trends
Given that I am tasked with reviewing monthly customer feedback trends, when I choose the reporting option for the last month, then the report must include visual graphs representing sentiment distribution over the month and highlight any spikes in negative feedback.
Sentiment Analysis Reporting Customization Options
Given that I am using the sentiment analysis reporting feature, when I attempt to customize the reporting parameters, then I must be able to filter the report by specific product lines and time frames, ensuring accurate insights.
Sentiment Analysis Reporting for Strategic Decision Making
Given that I have generated a sentiment analysis report, when I analyze the results, then the report should provide actionable insights, such as recommending specific areas for improvement based on negative feedback trends.
Sentiment Analysis Reporting Export Functionality
Given that I have completed generating a sentiment analysis report, when I choose the option to export the report, then I should be able to download the report in multiple formats (PDF, Excel) without data loss.
Sentiment Analysis Reporting Historical Data Comparison
Given that I want to compare historical sentiment data, when I select the option to view comparison reports, then the system must provide a side-by-side analysis of sentiment trends over multiple specified periods.
Integration with CRM Systems
-
User Story
-
As a CRM administrator, I want to integrate sentiment analysis results with our CRM system so that we can have a holistic view of customer interactions and improve our relationship management strategies.
-
Description
-
The Integration with CRM Systems requirement allows the sentiment analysis feature to seamlessly interact with existing customer relationship management systems. This integration ensures that customer feedback and sentiment data are reflected in user profiles, helping to inform personalized communication and service strategies. By connecting feedback with customer data, organizations can tailor their approaches and enhance customer experiences.
-
Acceptance Criteria
-
Integration of Sentiment Analysis with User Profiles in CRM Systems.
Given that the sentiment analysis feature is integrated with the CRM, when a new customer feedback is received, then the sentiment score (positive, neutral, negative) should automatically be updated in the user's profile within the CRM system.
Response Generation Based on Sentiment Analysis Results.
Given that the sentiment analysis has categorized customer feedback, when the feedback is negative, then the system should trigger an automated alert to the customer service team for follow-up action.
Dashboard Visualization of Sentiment Analysis Data.
Given that customer feedback has been analyzed, when the user accesses the LogiStream dashboard, then they should see a visual representation of sentiment trends over the last 30 days.
Historical Feedback Review in CRM Systems.
Given that feedback data has been collected, when a user pulls up a customer profile, then they should be able to see historical sentiment trends alongside the feedback received.
Integration Testing Between Sentiment Analysis Feature and CRM Systems.
Given that the CRM system is connected to the sentiment analysis feature, when a feedback data point is analyzed, then the CRM should reflect the updated sentiment in real-time without data loss.
User Training on Using Sentiment Analysis Features in CRM.
Given that the sentiment analysis feature is live, when the training sessions are concluded, then at least 80% of users should demonstrate the ability to generate reports based on sentiment data within the CRM.
Error Handling for Integration Failures.
Given that the integration with CRM systems might encounter issues, when an error occurs in data transmission, then the system should log the error and notify the admin without losing customer feedback data.
User Access Controls for Sentiment Data
-
User Story
-
As a data protection officer, I want to ensure that only authorized personnel can access sentiment analysis data so that we can maintain data security and compliance.
-
Description
-
The User Access Controls for Sentiment Data requirement provides a robust security framework that governs access to sentiment analysis data. It ensures that sensitive customer information remains protected while allowing relevant team members to access the insights necessary for their roles. By implementing these controls, LogiStream can maintain compliance with data protection regulations and promote responsible data use throughout the organization.
-
Acceptance Criteria
-
Access Control for Different User Roles in Sentiment Analysis
Given a user with 'Admin' role, when they request access to sentiment data, then they should be granted complete access to all data and settings. Given a user with 'Manager' role, when they access sentiment data, then they should be able to view but not modify the data. Given a user with 'Analyst' role, when they attempt to access sentiment data, then they should be able to view the summary without sensitive details. Given a user with 'Guest' role, when they attempt to access sentiment data, then they should receive an 'access denied' message.
Audit Trail for Sentiment Data Access
Given the implementation of access controls, when an authorized user accesses sentiment data, then an audit log should be generated that records the user ID, timestamp, and action taken. Given the audit log, when an administrator reviews it, then they should be able to filter logs by user, date, and action type.
Integration with Data Protection Regulations
Given the user access controls are active, when a compliance officer performs a review, then the access control measures should meet the specified requirements of GDPR/CCPA. Given a scenario where data is accessed without authorization, when a violation is detected, then the system should trigger an automatic alert to the compliance officer.
User Role Modification and Access Control Updates
Given a user role modification is made, when a user’s role is changed from 'Analyst' to 'Manager', then their access to sentiment data should be updated immediately according to the new role with no manual intervention required. Given a new user is created with 'Guest' role, when they attempt to access sentiment data, then they should not be able to access any data until their role is changed.
User Experience in Accessing Sentiment Data
Given a user with access to sentiment data, when they log into the dashboard, then they should find an intuitive layout that allows easy navigation to the sentiment analysis section. Given the user accesses the sentiment analysis section, then they should be presented with clear options based on their role restrictions, ensuring usability and compliance.
Alerts for Unusual Access Patterns
Given the access control system is active, when a user accesses sentiment data multiple times in a short period, then the system should flag this access as suspicious and trigger a notification to the IT security team. Given the flagged activity, when the security team reviews the logs, then they should be able to investigate and take further actions if necessary.
Responsibility for Data Protection Compliance
Given the user access controls and compliance regulations, when the organization undergoes a compliance audit, then all access provisions should demonstrate accountability and adherence to data protection laws. Given the compliance review, when the auditors request proof of user access controls, then the system should provide comprehensive reports detailing access privileges for all user roles.
Feedback Resolution Tracker
The Feedback Resolution Tracker provides a structured overview of issues raised in customer feedback and tracks the resolution progress. This feature allows teams to see which concerns have been addressed and which are still pending, fostering accountability and ensuring that customer issues are resolved efficiently.
Requirements
Real-Time Feedback Dashboard
-
User Story
-
As a customer support manager, I want a real-time dashboard for feedback so that my team can quickly prioritize and address customer issues efficiently.
-
Description
-
The Real-Time Feedback Dashboard will provide a visual overview of customer feedback in a central location, allowing users to view active, resolved, and pending issues at a glance. This dashboard will include filtering and sorting options to help teams prioritize concerns based on urgency and importance. By presenting data visually, it enhances team accountability and fosters prompt issue resolution, thereby improving customer satisfaction through timely feedback management.
-
Acceptance Criteria
-
User accesses the Real-Time Feedback Dashboard after logging into LogiStream to monitor customer feedback and track issue resolution progress.
Given the user is logged into LogiStream, when they navigate to the Real-Time Feedback Dashboard, then the dashboard should display a visual summary of active, resolved, and pending issues with accurate counts for each category.
A team member applies filters on the Real-Time Feedback Dashboard to prioritize customer concerns based on urgency.
Given the Real-Time Feedback Dashboard is open, when the team member selects filters for urgency and importance, then the displayed issues should update in real-time to reflect the selected filters accurately.
User generates a report from the Real-Time Feedback Dashboard to present to management on the status of customer feedback resolutions.
Given the user is on the Real-Time Feedback Dashboard, when they select the option to generate a report, then the report should include all active, resolved, and pending issues, formatted for easy readability, and include the date of generation.
Customer feedback includes various categories of issues that require tracking, such as service quality, delivery delays, and product defects.
Given that customer feedback is categorized, when the user accesses the Real-Time Feedback Dashboard, then each category should be visually distinguishable and clearly labeled within the dashboard for easy navigation.
A team seeks to ensure accountability by checking the resolution progress of customer feedback in the Real-Time Feedback Dashboard.
Given the user is viewing the Real-Time Feedback Dashboard, when they hover over an issue, then detailed information about the resolution progress, including timestamps and responsible team members, should be displayed.
A user receives notifications for any changes in the status of issues tracked in the Real-Time Feedback Dashboard.
Given the user has settings configured for notifications, when there is a change in the status of any tracked issue, then the user should receive a real-time notification alerting them to the update.
Automated Feedback Categorization
-
User Story
-
As a support team member, I want feedback to be automatically categorized so that I can spend less time sorting and more time resolving customer issues.
-
Description
-
Automated Feedback Categorization will use machine learning to classify customer feedback into predefined categories based on content analysis. This feature helps streamline the resolution process by ensuring that issues are directed to the appropriate teams without manual sorting. By automating the categorization, response times will be reduced, and team members can focus on resolving issues rather than sorting through feedback, ultimately leading to improved operational efficiency.
-
Acceptance Criteria
-
Categorizing Feedback Based on Sentiment Analysis
Given a batch of customer feedback text, when the automated feedback categorization process is triggered, then the system should accurately classify each piece of feedback into predefined categories such as 'Positive', 'Negative', or 'Neutral' with at least 90% accuracy.
Routing Feedback to Appropriate Teams
Given categorization of customer feedback, when the system identifies which category a piece of feedback belongs to, then it should automatically route the feedback to the designated team responsible for resolving that category of issues without manual intervention.
Time Metrics for Feedback Categorization
Given a new set of customer feedback, when the automated categorization process is initiated, then the system should categorize the feedback and provide results within 5 seconds on average for 1000 feedback entries.
Reporting and Analytics for Categorization Performance
Given the feedback categorization process has been running for one week, when a report is generated, then it should include metrics on categorization accuracy, speed, and number of feedback items categorized, enabling performance evaluation.
User Interface for Feedback Review
Given a team member reviewing categorized feedback, when they access the Feedback Resolution Tracker, then they should see a clear, user-friendly interface displaying feedback sorted by category with options to filter and prioritize based on urgency.
Notification Alerts for Feedback Resolution
-
User Story
-
As a team lead, I want to receive immediate alerts on feedback changes so that I can ensure my team is addressing customer concerns without delays.
-
Description
-
The Notification Alerts for Feedback Resolution feature will send automatic alerts to relevant team members when feedback is received or when the status of an existing issue changes. These notifications will ensure that all stakeholders are promptly informed, facilitating immediate action on customer issues. By keeping teams updated in real-time, this feature will enhance responsiveness and accountability within teams, ultimately improving customer relations.
-
Acceptance Criteria
-
Receiving a new customer feedback notification via the Feedback Resolution Tracker.
Given that a customer submits feedback, when the feedback is recorded in the system, then an automatic notification is sent to the respective team members assigned to handle customer feedback.
Changing the status of an existing feedback issue that has been addressed by the team.
Given that an existing feedback issue's status is updated to 'Resolved', when the change is saved, then a notification must be sent to all team members who were previously assigned to that feedback.
Verifying the display of notifications in the team's dashboard.
Given that feedback is received and notifications are generated, when team members access the dashboard, then they must see an updated list of notifications related to feedback issues for which they are responsible.
Ensuring team responsiveness to received notifications.
Given that a notification is sent to team members, when they check their notifications, then they should have the option to acknowledge receipt, and it must update the record of responses in the system.
Logging of notification delivery and responses.
Given that a notification is sent out, when a response is logged by the team member, then the system should record the time of notification and the time of response to ensure accountability and track delays.
Testing the system's response to received feedback when multiple submissions occur simultaneously.
Given that multiple feedback submissions are received in a short time frame, when these are processed, then each feedback submission must generate an individual notification to the respective team members without overlap or failure.
Ensuring notifications can be configured for different team members based on their roles.
Given that different team members have unique responsibilities, when configuring notification settings, then the system should allow role-specific notification preferences, ensuring that notifications are relevant to each member's duties.
Feedback Resolution Reporting
-
User Story
-
As a product manager, I want to access reports on feedback resolution trends so that I can assess team performance and make informed decisions on improvements.
-
Description
-
Feedback Resolution Reporting will generate comprehensive reports that provide insights into feedback trends, resolution times, and team performance over set periods. This feature will enable management to identify bottlenecks in the feedback resolution process and areas for improvement within teams. By having detailed reports, organizations can better inform their strategies and enhance overall service levels to meet customer expectations.
-
Acceptance Criteria
-
Management reviewing weekly feedback trends to identify areas for improvement and ensure prompt resolutions.
Given a user accesses the Feedback Resolution Reporting feature, when they select a date range for reports, then the system generates a report displaying feedback trends, resolution times, and team performance within the specified period.
Team leads analyzing the performance of their teams during bi-weekly meetings to address any bottlenecks in the feedback resolution process.
Given a team lead accesses the Feedback Resolution Reporting, when they filter reports by team performance metrics, then the system shows a summary of average resolution times and percentage of resolved feedback for each team.
Executive leadership requiring historical performance data to assess overall service level improvements made over time.
Given an executive accesses the historical data reports, when they select a year to review, then the system displays the annual trends in feedback resolution times and identified areas for improvement.
Customer service managers wanting to evaluate the resolution rates for the last quarter to improve customer satisfaction.
Given a user selects the last quarter as the date range in the reporting feature, when they run the report, then the system produces data on the percentage of feedback resolved and average resolution time during that period.
Quality assurance team assessing the effectiveness of the feedback resolution process through performance reporting.
Given a QA team member opens the Feedback Resolution Reporting tool, when they analyze the data for the last six months, then they can identify recurring issues and ineffective resolution strategies based on the report provided.
Operations managers needing to streamline the feedback resolution process based on key performance indicators (KPIs).
Given an operations manager accesses the performance KPIs report, when they view the data, then they receive insights into the most significant bottlenecks in the feedback resolution process and recommended actions for improvement.
Customer Feedback History Log
-
User Story
-
As a customer service representative, I want to see the history of feedback interactions with a customer so that I can provide personalized support based on their past concerns.
-
Description
-
The Customer Feedback History Log will maintain a detailed track of all feedback received from customers, including resolutions and actions taken. This historical data allows for better customer interactions by providing context in future conversations. It also helps teams analyze recurring issues to formulate proactive strategies. Having a clear history of interactions will ensure continuity in customer support and improve overall satisfaction.
-
Acceptance Criteria
-
User views the Customer Feedback History Log to assess previously reported issues and resolutions during a support call with a customer.
Given a user is on the Feedback Resolution Tracker interface, when they access a specific customer's feedback history, then the detailed log of all feedback should be displayed, including timestamps and statuses of resolutions.
User enters a new customer feedback entry into the system.
Given a user is logged into the system, when they submit a new customer feedback entry, then the entry should be saved in the Customer Feedback History Log with a unique identifier and timestamp.
User filters the Customer Feedback History Log to view feedback entries based on specific criteria (e.g., unresolved issues or feedback type).
Given a user is on the Customer Feedback History Log page, when they apply filters for unresolved issues, then only the entries that meet the filter criteria should be displayed.
User checks the resolution status of a previously logged feedback entry.
Given a user is viewing a specific feedback entry in the Customer Feedback History Log, when they check its status, then the system should display the current status and any actions taken.
User generates a report summarizing customer feedback trends over the past month.
Given a user has access to the Customer Feedback History Log, when they request a monthly summary report, then the system should generate a clear report highlighting recurring issues and resolutions within the specified timeframe.
User Role Management for Feedback Tracker
-
User Story
-
As an administrator, I want to manage user roles for the feedback tracker so that I can control access to sensitive customer information appropriately.
-
Description
-
User Role Management for Feedback Tracker will enable administrators to configure access levels for various team members based on their roles. This functionality ensures that sensitive information is only accessible to authorized personnel, while still allowing team members to view and address feedback relevant to their positions. This feature enhances security and maintains data integrity while promoting efficient collaboration across teams.
-
Acceptance Criteria
-
Access Level Configuration for Team Members
Given an administrator logs into the Feedback Resolution Tracker, when they attempt to configure access levels for a new team member, then the system should allow them to assign specific roles that define level of access to customer feedback data.
View Feedback Based on Role
Given a team member logs into the Feedback Resolution Tracker, when they navigate to the feedback section, then they should only see feedback items that are relevant to their assigned role and access level.
Audit Trail of Role Changes
Given an administrator modifies the access level of a team member, when they save the changes, then an audit trail entry should be created that logs the modification time, the administrator's details, and the specific change made.
Unauthorized Access Attempt Notification
Given any user without the required permissions tries to access restricted feedback data, when the system detects the attempt, then it should send a notification to the administrator indicating the failed access attempt.
Security Compliance Verification
Given the User Role Management functionality is implemented, when a security compliance review is conducted, then all access controls should meet established security protocols and policies.
Role Management UI Usability Test
Given the administrator is using the User Role Management interface, when they attempt to configure roles and permissions, then the UI should enable intuitive navigation and provide clear feedback on successful role assignments.
Feedback Trend Analyzer
The Feedback Trend Analyzer compiles data from customer feedback to identify emerging trends and recurring issues over time. This feature empowers users to spot systemic problems and implement changes proactively, ultimately enhancing service quality and customer loyalty.
Requirements
Real-time Data Aggregation
-
User Story
-
As a service manager, I want to receive real-time feedback from customers so that I can identify and address issues promptly.
-
Description
-
The Real-time Data Aggregation requirement outlines the need for the Feedback Trend Analyzer to continuously collect and compile customer feedback data from various sources, such as surveys, social media, and support tickets. This functionality is critical as it ensures that the most current and relevant feedback is always available for analysis. By integrating seamlessly with existing data management systems, this requirement will enhance the ability to monitor customer sentiments and experiences instantly, enabling swift reactions to emerging issues and trends. As a result, this will improve overall service quality and maintain high customer satisfaction levels.
-
Acceptance Criteria
-
Real-time Data Aggregation from Multiple Customer Feedback Sources
Given that the user accesses the Feedback Trend Analyzer, when they initiate the real-time data aggregation, then the system should collect and compile customer feedback data from surveys, social media, and support tickets within 5 seconds of the feedback being submitted.
Monitoring Data Accuracy in Feedback Aggregation
Given that customer feedback is being aggregated in real-time, when the user reviews the compiled feedback data, then the system should ensure that at least 95% of the feedback entries are accurately collected without duplication or omission.
Integration with Existing Data Management Systems
Given that the LogiStream platform is being used, when the user activates the Feedback Trend Analyzer, then the system should seamlessly integrate with existing data management systems without any manual intervention, ensuring live data flow.
User Notification of Feedback Trends
Given that customer feedback is aggregated over time, when a significant trend or recurring issue is detected, then the system should notify the user within 10 minutes with actionable insights to address the identified issue.
Visualization of Aggregated Data
Given that the real-time data aggregation is complete, when the user views the Feedback Trend Analyzer dashboard, then they should see visual representations (charts, graphs) of the aggregated feedback data that update in real-time.
Storage and Retrieval of Aggregated Feedback Data
Given that the feedback data has been aggregated, when the user requests historical feedback data, then the system should retrieve and display data from the last 12 months within 3 seconds.
Customization of Feedback Sources in Data Aggregation
Given that the user is setting up the Feedback Trend Analyzer, when they choose the sources for feedback data aggregation, then the system should allow them to customize which sources (surveys, social media, support tickets) are included in the real-time aggregation process.
Trend Visualization Tools
-
User Story
-
As a customer service analyst, I want to visualize trends in feedback data so that I can make informed decisions on service improvements.
-
Description
-
The Trend Visualization Tools requirement focuses on providing graphical representation of the aggregated feedback data through charts, graphs, and dashboards. These visual aids will help users easily identify patterns and trends within customer feedback over time. The visual presentations will allow for quick insights and understanding, making it easier for teams to interpret data and take necessary actions. By implementing this feature, the Product will increase usability for users who are navigating large datasets, enhancing decision-making processes and driving strategic improvements in customer service.
-
Acceptance Criteria
-
User navigates to the Trend Visualization Tools within the Feedback Trend Analyzer dashboard to assess customer feedback trends over the past quarter.
Given the user is on the Feedback Trend Analyzer dashboard, when they select the Trend Visualization Tools, then they should see the graphical representation of aggregated feedback data in the form of at least three types of charts (bar, line, and pie charts).
A user wants to filter feedback data visualizations based on specific time periods to analyze trends during peak seasons.
Given the user has selected a specific time range from the filtering options, when they apply the filter, then the visualizations should dynamically update to display only data from the selected time period without any loss of detail or accuracy.
The admin is reviewing user interactions with the Trend Visualization Tools to ensure the usability of the charts and dashboards provided.
Given the admin accesses the usage reports for the Trend Visualization Tools, when they analyze user engagement metrics, then they should observe at least a 75% user satisfaction rate based on feedback collected from the users immediately after using the tools.
A team leads a meeting to discuss action items based on insights gained from the Trend Visualization Tools.
Given the team has reviewed the insights provided by the tools, when they list out the actionable items, then at least 5 unique improvement strategies should be identified that address the trends highlighted in the visualizations.
The user needs to export visualization data from the dashboard for inclusion in a stakeholder report.
Given the user is viewing the Trend Visualization Tools, when they select the export option, then they should successfully download a CSV file containing all displayed visualization data without errors.
A product manager wants to ensure that non-technical users can easily interpret the visualizations provided by the Trend Visualization Tools.
Given a set of non-technical users are presented with the visualizations, when they are asked to interpret the charts, then at least 80% of them should be able to accurately explain the trends depicted without requiring assistance.
A user encounters an issue with one of the visualizations and reports it through the feedback mechanism.
Given the user submits feedback regarding an issue with a visualization, when the development team reviews the feedback, then the issue should be addressed and resolved within 7 days, with a subsequent follow-up to the user confirming the fix.
Automated Reporting System
-
User Story
-
As a product manager, I want to receive automated reports on customer feedback trends so that I can prioritize our development efforts effectively.
-
Description
-
The Automated Reporting System requirement specifies the necessity of generating regular reports summarizing key trends and recurring issues identified by the Feedback Trend Analyzer. These reports should automatically be sent to relevant stakeholders, ensuring they are informed of customer feedback trends without manual intervention. This implementation will save time, streamline communication, and facilitate proactive strategies addressing identified problems. The reports should be customizable, allowing users to select key metrics to include, leading to more effective and relevant insights.
-
Acceptance Criteria
-
Automated Reporting System sends weekly summary reports to designated stakeholders with key customer feedback trends identified by the Feedback Trend Analyzer.
Given the Automated Reporting System is operational, when the report generation schedule triggers at the end of the week, then a summary report should be generated and sent to all designated stakeholders via email without manual input.
Users can customize the content of the reports generated by the Automated Reporting System to include specific key metrics based on their preferences.
Given the user has access to the report customization feature, when they select specific metrics and save the settings, then the next generated report should include only the selected metrics in the content.
Stakeholders receive timely updates and notifications for the reports generated by the Automated Reporting System.
Given a report has been generated, when the report is sent to stakeholders, then each stakeholder should receive a notification via email within 5 minutes of the report being sent.
The Automated Reporting System should identify and flag trends in customer feedback that require immediate attention by stakeholders.
Given the Feedback Trend Analyzer identifies a critical issue in customer feedback, when the Automated Reporting System generates the report, then it should highlight this critical issue in the report summary and classify it as high priority.
System logs report generation and sending processes for auditing and accountability.
Given the Automated Reporting System performs report generation, when the process is completed, then a log entry must be created capturing the report details, time of generation, and stakeholders notified.
The reports generated by the Automated Reporting System are viewable in an intuitive dashboard for easy access by stakeholders.
Given the reports have been generated, when stakeholders navigate to the report section of the dashboard, then they should see the latest generated reports listed with the ability to open and view each report.
The Automated Reporting System should handle errors gracefully and notify users of any issues during report generation.
Given an error occurs during report generation, when the error is detected, then the system should send an error notification email to the user and log the error in the system log for review.
User Feedback Loop Integration
-
User Story
-
As a customer, I want to provide feedback on how my suggestions have been implemented so that I feel my input is valued and impactful.
-
Description
-
The User Feedback Loop Integration requirement encompasses establishing a direct line of feedback from customers about the changes made in response to their input. This functionality is key for assessing the effectiveness of changes and demonstrating to customers that their opinions are valued, which can significantly enhance customer loyalty. It ensures that the Feedback Trend Analyzer feeds back insights into the product development cycle, resulting in a more user-centered approach as well as ongoing improvement in service delivery.
-
Acceptance Criteria
-
User Feedback Integration for Change Assessment
Given a customer provides feedback on a recent product change, when the feedback is submitted, then the system must record the feedback and notify the product team within 24 hours.
Proactive Change Implementation from Feedback
Given that the Feedback Trend Analyzer has identified a recurring issue, when the product team creates a change in response, then the system must log the change and inform customers of the resolution via email within 48 hours.
Customer Notification of Feedback Utilization
Given that user feedback has led to a product enhancement, when the enhancement is implemented, then affected users must receive a notification detailing how their feedback influenced the change.
Analysis of Customer Feedback Trends
Given customer feedback data is available, when the Feedback Trend Analyzer runs its analysis, then it must generate a report that highlights at least three major trends and send it to the product team weekly.
User Satisfaction Score Post-Change
Given that a product change has been implemented, when users are surveyed about their satisfaction with the change, then at least 70% of respondents must report improved satisfaction compared to previous scores.
Feedback Response Tracking
Given a user submits feedback, when the product team takes action on the feedback, then the system must track and display the status of that feedback response to the user in their account.
Customizable Alert System
-
User Story
-
As a customer support lead, I want to set alerts for negative feedback trends so that I can address potential issues before they escalate.
-
Description
-
The Customizable Alert System requirement details the need for users to set personalized alerts for specific trends or issues that they wish to monitor closely. This feature allows stakeholders to be immediately notified when certain criteria are met or when negative feedback reaches a predetermined threshold. The ability to self-configure alerts contributes significantly to proactive problem management and can prevent larger service issues from developing. This functionality enhances the responsiveness of teams to customer concerns, ultimately strengthening customer relationships.
-
Acceptance Criteria
-
User Customization of Alerts for Feedback Trends
Given a user with access to the Feedback Trend Analyzer, when they navigate to the alert settings page, then they should be able to create and save alerts based on selected feedback trends and thresholds.
Notification Delivery for Triggered Alerts
Given a user has set up an alert for negative feedback trends, when the feedback reaches the predefined threshold, then the user should receive a notification via their chosen communication channel (e.g., email, SMS).
Editing Existing Alerts
Given a user has an existing alert configured, when they access the alert management section, then they should be able to edit, update, or delete the alert successfully without errors.
Multiple Alerts Configuration
Given a user is setting up alerts, when they attempt to create multiple alerts simultaneously, then they should be able to save all alerts correctly without any performance degradation.
Alert History and Audit Tracking
Given a user accesses the alert management dashboard, when they review the alert history, then they should see a comprehensive log of all triggered alerts, including timestamps and associated feedback data.
User Access Control for Alerts
Given an organization with multiple users, when the admin sets permissions, then only designated users should have the ability to create, edit, or delete alerts for feedback trends.
Feedback Re-evaluation and Alert Adjustment
Given a user receives multiple notifications for a specific feedback trend, when they access the alert settings, then they should have the option to adjust the alert criteria based on the latest feedback data.
Custom Feedback Surveys
Custom Feedback Surveys enables users to create tailored surveys for specific logistics processes or customer segments. By collecting targeted information, organizations can gain deeper insights into customer needs and preferences, enhancing their ability to meet expectations and refine processes.
Requirements
Dynamic Survey Creation
-
User Story
-
As a logistics manager, I want to create customized feedback surveys for different customer segments so that I can gather specific insights and improve my service delivery based on actual user feedback.
-
Description
-
The Dynamic Survey Creation feature enables users to easily design and customize their feedback surveys through an intuitive interface. Users can select from various question types, including multiple choice, rating scales, and open-ended questions. This functionality allows organizations to tailor surveys to specific logistics processes or customer demographics, ensuring they collect relevant information that directly informs operational improvements. By facilitating this level of customization, businesses can enhance the quality of feedback received, leading to more actionable insights tailored to their audience’s needs.
-
Acceptance Criteria
-
User is creating a custom feedback survey for a specific logistics operation.
Given that the user accesses the Dynamic Survey Creation interface, when they attempt to select various question types, then they should be able to choose from at least three different types of questions including multiple choice, rating scales, and open-ended questions.
User wants to organize the survey questions into specific sections for clarity.
Given that the user is designing their survey, when they add questions to the survey, then they should have the option to create at least two distinct sections and move questions between those sections seamlessly.
User requires validation of mandatory questions in the survey process.
Given that the user has created a feedback survey, when they attempt to submit the survey without answering mandatory questions, then an error message should display indicating which questions are required and the survey should not submit until those questions are answered.
User is previewing the custom survey before distribution.
Given that the user selects the preview option, when they view their survey, then all questions and sections should be displayed accurately as they will appear to respondents, with proper formatting and instructions visible.
User wants to save the progress on the feedback survey they are creating.
Given that the user is in the process of creating a survey, when they click the save button, then their survey progress should be saved, and they should receive a confirmation message that they can return to continue editing at a later time.
User intends to distribute the custom survey to a specific group of customers.
Given that the user has finalized the survey, when they select the option to distribute the survey, then they should be able to choose at least three different distribution methods (e.g., email, SMS, and web link) and confirm the target audience for the survey.
User needs to analyze feedback collected from the survey responses.
Given that the survey has been distributed and responses collected, when the user accesses the analysis section, then they should be able to view summary statistics, individual responses, and visualized data (e.g., charts) regarding feedback received.
Real-time Data Analysis
-
User Story
-
As a data analyst, I want to analyze survey feedback in real-time so that I can quickly identify trends and make data-driven decisions to improve our logistics services.
-
Description
-
Real-time Data Analysis allows users to instantly analyze the feedback received from surveys, generating insights and trends immediately upon survey completion. This feature integrates with LogiStream's AI-driven analytics engine, enabling users to visualize responses and derive actionable insights without delay. By surfacing critical information quickly, organizations can respond to customer needs more promptly and effectively, ultimately enhancing the customer experience and reinforcing alignment with business goals.
-
Acceptance Criteria
-
Real-time data analysis of customer feedback post-survey completion
Given a survey has been completed by a customer, when the feedback is submitted, then the analysis results should be immediately generated and visible on the user dashboard without any latency and show at least three actionable insights derived from the data.
Integration of real-time data analysis with LogiStream’s AI-driven analytics engine
Given that real-time data analysis is activated, when a survey is completed, then the system should automatically integrate the feedback data into LogiStream’s AI engine and return visual analytics within 5 seconds.
Feedback data visualization for easy interpretation
Given that feedback data is received, when users access the feedback analysis section, then the data should be presented in visual formats (such as graphs or charts) that can be interpreted at a glance, without any training required.
User notifications for immediate insights
Given a survey has been completed, when the analysis is performed, then the system should send an instant notification to users informing them of new feedback analysis available and highlight critical insights needing attention.
Filtering and segmenting feedback data for targeted analysis
Given that feedback from multiple surveys is collected, when users initiate a data analysis query, then they should be able to filter results by at least three criteria such as date, customer segment, and feedback type.
User accessibility and performance across devices
Given users access the real-time analysis on various devices, when they log in on mobile, tablet, or desktop, then the performance of loading the analysis data should not exceed 3 seconds in any environment.
Historical comparison of feedback trends over time
Given the collection of feedback data over periods, when users select the historical analysis feature, then they should be able to compare current survey results to previous results to identify trends within 3 clicks.
Automated Survey Distribution
-
User Story
-
As a customer experience specialist, I want to automate the distribution of surveys after service completion so that I can ensure timely and relevant feedback collection without manual effort.
-
Description
-
Automated Survey Distribution streamlines the process of sending out feedback surveys via various channels, such as email, SMS, or through the LogiStream platform. This feature allows users to schedule surveys based on specific triggers—such as delivery completion or service interactions—ensuring timely feedback collection. By automating this process, organizations can maximize response rates and gather more representative data without manual intervention, enhancing the efficiency of their feedback loops.
-
Acceptance Criteria
-
Survey scheduling based on delivery completion event
Given a scheduled delivery completion, when the delivery is marked as complete, then the survey should be automatically sent to the relevant customer via the chosen communication channel.
Multiple communication channels for survey distribution
Given a customer opts for SMS communication, when the automated survey distribution is configured, then the survey must be sent via SMS within 5 minutes of the trigger event.
Trigger-based survey distribution for service interactions
Given a completed service interaction, when the interaction is logged, then a feedback survey should be distributed to the involved customer, ensuring that the survey includes customized questions relevant to the interaction type.
Confirmation of successful survey delivery
Given that a survey is scheduled for distribution, when the distribution takes place, then a confirmation log should be created indicating successful delivery to the customer’s specified communication channel.
Automatic reminders for pending surveys
Given that a survey has been sent but no response was received within 48 hours, when the reminder is triggered, then a reminder should be automatically sent to the customer via the original communication channel to encourage participation.
Analytics dashboard for survey response rates
Given survey responses have been collected, when the user accesses the analytics dashboard, then it should display the total number of sent surveys, response rates, and insights derived from the collected data.
User interface for managing survey triggers
Given that a user is in the LogiStream platform, when they navigate to the survey management section, then they should be able to create, edit, or delete survey triggers with an intuitive interface and save those changes without errors.
Survey Performance Reporting
-
User Story
-
As a project lead, I want to review survey performance metrics so that I can identify which surveys yield the best insights and adjust future surveys accordingly.
-
Description
-
Survey Performance Reporting provides comprehensive metrics and analytics on survey response rates, completion times, and overall participant feedback quality. Users receive detailed reports that reflect the performance of each survey, allowing for informed adjustments and enhancements in future survey design. This capability is crucial for organizations to assess the effectiveness of their surveys and continuously refine their feedback strategies, leading to improved customer understanding and satisfaction.
-
Acceptance Criteria
-
Survey Performance Reporting for Customer Satisfaction Survey
Given the user creates a customer satisfaction survey, when the survey is deployed, then the user can view metrics on response rates, completion times, and participant feedback quality in the reporting dashboard.
Survey Performance Reporting for Logistics Process Feedback
Given the user generates a feedback survey for a specific logistics process, when the survey is completed by participants, then a report detailing survey performance metrics is generated automatically for review.
Comparison of Survey Performance Across Different Segments
Given multiple surveys targeting different customer segments, when the user requests a performance comparison report, then the user receives a detailed comparative analysis of response rates and feedback quality for each segment.
Exporting Survey Performance Reports for Stakeholder Review
Given that a user has accessed the survey performance report, when the user selects the export option, then the report is successfully exported in both PDF and CSV formats for stakeholder sharing.
Real-time Update of Survey Performance Metrics
Given that a survey is ongoing, when new responses are submitted, then the survey performance metrics displayed on the dashboard update in real-time to reflect the latest data.
Automated Alerts for Low Response Rates on Surveys
Given that a survey is live, when the response rate drops below a specified threshold, then the system sends an automated alert to the user to take corrective action.
User Customization of Performance Reporting Dashboard
Given the user accesses the survey performance reporting dashboard, when the user customizes the dashboard layout and data displayed, then the customization is saved and reflected in future sessions.
Feedback Segmentation Tools
-
User Story
-
As a marketing manager, I want to segment feedback data so that I can understand different customer needs and preferences based on their demographic profiles.
-
Description
-
Feedback Segmentation Tools enable users to categorize and filter survey responses based on various factors such as demographics, customer type, or service interactions. This functionality permits organizations to tailor their analyses and focus on specific segments of their customer base, allowing for deeper insights tailored to varying customer needs and enhancing targeted service approaches. By understanding different segments, organizations can improve services and foster better customer relationships.
-
Acceptance Criteria
-
User segments their survey responses based on demographic factors such as age, location, and purchasing history to analyze feedback.
Given the user has created a survey with demographic questions, when they select the demographic filters, then the system should accurately display responses segmented by each chosen demographic category.
User applies filters to view survey responses for a specific customer type to gain insights on satisfaction levels among different segments.
Given the user has applied a filter for customer type, when they view the results, then the system must show only the responses related to that specific customer type, with a count of responses clearly displayed.
User wants to compare feedback from two different service interactions to identify areas for improvement.
Given the user has selected two service interactions for comparison, when they generate the analysis report, then the report should highlight differences in feedback between the two interactions, including satisfaction scores and common comments.
User wants to export segmented feedback data for further analysis in an external tool.
Given the user has segmented feedback data using multiple filters, when they choose to export the data, then the system should provide an option to download the filtered results in a CSV format without data loss.
User needs to save a segmented analysis for future reference and comparison with other surveys.
Given the user has created a segmented analysis of survey responses, when they save the analysis, then the system should store the analysis configuration and allow retrieval for future comparisons with a unique identifier.
User is viewing analytics dashboard that summarizes feedback segments in visual charts.
Given the user is on the analytics dashboard, when feedback segments are loaded, then the system should visually represent each segment using appropriate charts, with legends, and allow the user to interact with each segment.
User requires assistance in understanding how to segment survey responses effectively.
Given the user is on the feedback segmentation tools page, when they access the help section, then the system should provide clear guidelines, examples, and tips for effective segmentation based on best practices.
Feedback Integration Dashboard
The Feedback Integration Dashboard aggregates all incoming feedback into a centralized visual interface, allowing users to monitor trends, sentiments, and key performance indicators at a glance. This dashboard empowers decision-makers with an overview of customer perceptions, promoting timely and informed responses.
Requirements
Real-Time Feedback Analysis
-
User Story
-
As a customer experience manager, I want real-time feedback analysis so that I can swiftly identify and address customer concerns before they escalate.
-
Description
-
The Real-Time Feedback Analysis requirement focuses on developing algorithms that continuously process incoming feedback data as it arrives. This functionality ensures that users receive immediate insights into customer sentiments and trends, enhancing decision-making processes and enabling prompt responses to customer needs. Integration with LogiStream's existing analytics infrastructure will allow users to visualize feedback trends in real-time, resulting in a more agile and responsive operational approach.
-
Acceptance Criteria
-
User accesses the Feedback Integration Dashboard to view real-time customer sentiment analysis during peak business hours.
Given the user is logged into the LogiStream platform, when they navigate to the Feedback Integration Dashboard, then they should see real-time updates of customer feedback categorized by positive, neutral, and negative sentiments within 5 seconds.
A decision-maker reviews the trend analysis feature in the Feedback Integration Dashboard after a promotional campaign to gauge its impact.
Given the decision-maker selects the promotional campaign date range on the dashboard, when the feedback data is aggregated, then the dashboard should display a graphical representation of sentiment trends over that time period accurately reflecting at least 95% of incoming feedback.
Users utilize the predictive analytics feature to forecast potential customer complaints based on current feedback trends.
Given that the real-time feedback analysis is processing incoming data, when a significant spike in negative feedback is detected, then the system should predict potential risks and notify users via alerts within 1 minute.
A team leader requests a summary report of customer feedback to prepare for an upcoming meeting.
Given the team leader selects the summary report option on the Feedback Integration Dashboard, when the request is processed, then the system should generate a downloadable report including key sentiments and trends for the last 30 days within 2 minutes.
An operations manager wants to understand the effectiveness of response strategies by analyzing feedback before and after key interventions.
Given that the operations manager selects specific intervention dates on the dashboard, when they compare the feedback data from before and after the interventions, then they should see a clear and comparative analysis of sentiment changes, accurate to within 5% margin of error.
Users require access to previous feedback data for historical analysis and reporting.
Given that the user chooses to view historical data from the Feedback Integration Dashboard, when they select a specified date range, then the system should retrieve and display feedback data accurately reflecting all sentiments for that period within an acceptable load time of 3 seconds.
Sentiment Scoring Feature
-
User Story
-
As a product manager, I want a sentiment scoring feature so that I can easily assess customer feelings about our products and services, leading to targeted improvements.
-
Description
-
The Sentiment Scoring Feature aims to implement sentiment analysis on received feedback, categorizing it into positive, negative, and neutral tones. This will help users quickly gauge overall customer satisfaction levels and track sentiment trends over time. By integrating this feature into the Feedback Integration Dashboard, users will benefit from a straightforward representation of customer sentiment, promoting data-driven decisions for improving service and product offerings.
-
Acceptance Criteria
-
As a user of the Feedback Integration Dashboard, I want to view aggregated sentiment scores for received feedback, so that I can quickly gauge customer satisfaction levels across various channels such as email, chat, and surveys.
Given that feedback has been collected from multiple sources, when I access the Feedback Integration Dashboard, then I should see the sentiment scores categorized as positive, negative, or neutral and displayed visually on the dashboard.
As a decision-maker, I want to track sentiment trends over time, so that I can identify patterns in customer feedback and make informed decisions to enhance service quality.
Given that sentiment scores are aggregated over time, when I select a date range on the dashboard, then I should see a trend line graph reflecting sentiment changes (positive, negative, neutral) throughout that period.
As a product manager, I want to receive alerts when the sentiment score drops below a certain threshold, so that I can take immediate action to address potential issues.
Given that the sentiment threshold is set by the user, when the sentiment score reaches below this threshold, then I should receive an alert notification via email, ensuring prompt attention to the feedback.
As a customer service representative, I want to drill down into specific feedback to understand the context behind the sentiment scores, so that I can respond appropriately to customer concerns.
Given that the sentiment scores are displayed, when I click on a specific category (positive, negative, neutral), then I should see a detailed list of feedback entries associated with that sentiment category, including customer comments and timestamps.
As a user, I want to customize the sentiment categorization criteria based on my business needs, so that I can align feedback analysis with specific business objectives.
Given that I have access to the customization settings, when I adjust the parameters for categorizing sentiment (e.g., adjust thresholds for positive/negative sentiment), then the updated criteria should be applied to future feedback without any system errors.
As a data analyst, I want to export sentiment data for further analysis, so that I can perform deeper insights using external analytics tools or generate reports.
Given that the sentiment scores have been calculated, when I click the export button, then I should receive a downloadable CSV file containing the sentiment data with all required columns for analysis.
As a user, I want to ensure that the sentiment scoring feature accurately reflects feedback received in real time, so that the data is always current and relevant for decision-making.
Given that feedback is continuously being received, when new feedback is entered into the system, then the sentiment score on the dashboard should update in real time to reflect any changes in customer sentiment.
Automated Feedback Reporting
-
User Story
-
As a team lead, I want automated feedback reporting so that I receive timely insights without manually gathering and compiling data every time.
-
Description
-
This requirement revolves around creating automated feedback reporting capabilities that compile feedback data into scheduled reports. These reports can be customized according to various parameters such as time frames, product categories, or specific customer demographics. Automation will save users time and effort, enabling them to focus on analyzing data rather than compiling it, and providing them with essential metrics to measure performance effectively.
-
Acceptance Criteria
-
Automated feedback reports are scheduled to run weekly on Fridays at 5 PM, compiling all collected feedback data from the week. Users expect to receive an email notification with a link to the dashboard containing the report immediately after the report is generated.
Given a user has set up a weekly report, when the report is generated, then the user receives an email notification with a link to the report containing the feedback data for the week.
A user wants to customize a feedback report to filter data by product category and date range. The customization should be straightforward and allow for selections via checkboxes and a date picker.
Given a user accesses the report customization options, when they select a product category and specify a date range, then the generated report should reflect only the filtered feedback data.
The system's report generation should include a feature that allows users to export the feedback report in various formats, including PDF, Excel, and CSV for further analysis and sharing.
Given a user generates a feedback report, when they choose the export option, then the report should be downloadable in the selected format without data loss or integrity issues.
Decision-makers need to review feedback trends over the last month to identify areas of improvement. The dashboard should display key performance indicators clearly, highlighting sentiment changes in comparison to previous months.
Given the user accesses the Feedback Integration Dashboard, when they view the monthly summary report, then they should see clear visual trends of sentiment changes and key performance indicators side by side with previous months.
A user wishes to receive automatic alerts when feedback scores fall below a certain threshold. The system should allow users to define this threshold based on key feedback metrics.
Given a user sets a feedback score threshold for alerts, when feedback scores drop below this threshold, then the user should receive an immediate notification through their preferred communication channel.
Customizable Dashboard View
-
User Story
-
As a user of the LogiStream software, I want a customizable dashboard view so that I can prioritize the information that matters most to my team and operations.
-
Description
-
The Customizable Dashboard View requirement allows users to personalize their Feedback Integration Dashboard experience by selecting which metrics, trends, and data visualizations are most relevant to their role. This personalization enhances user engagement and enables targeted insights based on user-specific parameters, resulting in better-informed decisions and more streamlined information access throughout the LogiStream platform.
-
Acceptance Criteria
-
User selects desired metrics and visualizations to display relevant data on their Feedback Integration Dashboard based on their role in the organization.
Given a user with appropriate permissions, when they customize their dashboard by selecting metrics and visualizations, then the dashboard should update in real-time to reflect these selections without errors.
User wants to revert their dashboard to the default view after customizing it.
Given a user has customized their dashboard, when they click 'Revert to Default', then the dashboard should reset to the original default settings without retaining any previous customizations.
User accesses the dashboard and needs to quickly identify sentiment trends from customer feedback.
Given a user is on the Feedback Integration Dashboard, when they select the 'Sentiment Analysis' visualization, then the dashboard should display the sentiment trends over the last 30 days clearly and accurately.
User wishes to save their customized dashboard settings for future access.
Given a user has customized their dashboard, when they click 'Save Settings', then their customizations should be stored and accessible when they log in next time without any data loss.
User is monitoring key performance indicators on the dashboard during a weekly review meeting.
Given a user is in a review meeting, when they view the dashboard, then it should present the selected KPIs clearly, enabling quick decision-making without any performance lag.
User wants to share their customized dashboard view with a colleague.
Given a user has customized their dashboard, when they select the 'Share' option, then they should be able to enter the colleague's email and send a link to access the shared dashboard view effectively and securely.
User requires assistance with customizing the dashboard and seeks help documentation.
Given a user is on the Feedback Integration Dashboard, when they click on 'Help', then a pop-up should display comprehensive instructions about customizing the dashboard in clear language and visuals.
Alert System for Negative Sentiment
-
User Story
-
As a customer support director, I want an alert system for negative sentiment so that my team can intervene quickly and mitigate potential issues.
-
Description
-
The Alert System for Negative Sentiment requirement is designed to notify users immediately when feedback indicates a significant rise in negative sentiment. This proactive feature ensures that decision-makers are alerted in real-time, allowing for swift intervention when customer satisfaction is at risk. Integrating this alert system into the existing notification framework of LogiStream will enhance the platform's overall responsiveness to customer feedback.
-
Acceptance Criteria
-
User receives an alert when there is a 10% increase in negative sentiment within feedback over a 24-hour period.
Given that user is logged into the LogiStream Feedback Integration Dashboard, when negative sentiment in feedback increases by 10% or more within a rolling 24-hour period, then an alert notification should be displayed on the dashboard and sent via email to all relevant decision-makers.
User can customize the threshold for negative sentiment alerts.
Given that the user is accessing the settings page, when the user modifies the threshold for negative sentiment alerts, then the system should save the new threshold and reflect this change in the alert system's notifications within the next hour.
User evaluates the effectiveness of the alert system after applying changes to the threshold.
Given that the user has changed the threshold for alerts, when a simulated negative sentiment increase is triggered, then the alert system should activate according to the new threshold settings and report the change accurately in the incident log.
User receives a summary report of all alerts triggered in the past week.
Given that the user navigates to the reports section, when they request a summary report of all alerts triggered in the past week, then the report should display a list of alerts, times, and the sentiment percentage that triggered each alert.
User tests the response time of the alert notification.
Given that the user initiates a stress test for the alert system, when negative sentiment feedback is instantly fed into the system, then the alert notification should be delivered within 5 minutes of the sentiment change occurring.
Multiple users receive alerts simultaneously when negative sentiment thresholds are breached.
Given that several decision-makers are logged into the LogiStream system, when a significant rise in negative sentiment occurs, then all logged-in users should receive the alert notification simultaneously across their devices.
Feedback Source Tracking
-
User Story
-
As a marketing strategist, I want to track the sources of feedback so that I can better understand customer preferences and improve our outreach efforts accordingly.
-
Description
-
The Feedback Source Tracking requirement focuses on implementing a system that categorizes and tracks the sources of incoming feedback—whether from surveys, social media, or direct customer communications. Understanding where feedback originates allows teams to analyze the effectiveness of various channels and refine their feedback-gathering strategies, leading to enhanced customer engagement and better service design.
-
Acceptance Criteria
-
Feedback categorization and tracking from multiple sources
Given the user accesses the Feedback Integration Dashboard, When they view the feedback sources, Then they can see an aggregated list categorizing feedback by source (surveys, social media, direct communications) with a total count for each category.
Real-time update feature for incoming feedback
Given the user is on the Feedback Integration Dashboard, When new feedback is submitted from any source, Then the feedback source count updates in real-time without requiring a page refresh.
Sentiment analysis of feedback sources
Given the user analyzes the feedback from the dashboard, When they filter feedback by source, Then they can view trends in customer sentiment (positive, neutral, negative) for each source over time.
Export functionality for feedback data
Given the user wants to analyze feedback source data, When they select the export option from the dashboard, Then they should receive a downloadable report in CSV format containing source data and sentiment indicators.
User access control for feedback source data
Given the user is a team member with restricted access, When they attempt to view the feedback data, Then they should see a notification indicating they do not have permission to view restricted feedback sources.
Filter and sort functionality for feedback sources
Given the user is viewing the feedback sources on the dashboard, When they apply filters or sorting options (e.g., by source type or date), Then the displayed feedback list should reflect the applied filters accurately.
Notification for feedback thresholds
Given the user configures feedback thresholds in the dashboard settings, When a threshold is met or exceeded (e.g., a certain number of negative feedback entries), Then the user should receive an automated notification via email or in-app alert.
Real-Time Feedback Analytics
Real-Time Feedback Analytics provides live insights into the feedback being collected, allowing customer service representatives and operations managers to adjust logistics processes in response to customer sentiment as it develops. This feature enhances flexibility and responsiveness, ensuring continuous operational improvement.
Requirements
Dynamic Feedback Dashboard
-
User Story
-
As a customer service representative, I want to view real-time feedback on logistics performance so that I can address customer concerns promptly and enhance service quality.
-
Description
-
The Dynamic Feedback Dashboard requirement encompasses the development of a real-time visualization tool that aggregates customer feedback from various channels into a single, interactive interface. This dashboard will not only display live feedback data, but also allow customer service representatives and operations managers to filter results based on parameters such as time, feedback source, and sentiment. By integrating with LogiStream's AI-driven tools, this feature will enhance the ability to respond to customers promptly and pinpoint inconsistencies in logistics processes, thereby refining operational efficiency and maintaining high customer satisfaction.
-
Acceptance Criteria
-
Customer service representatives are monitoring real-time customer feedback during a peak delivery period.
Given the Dynamic Feedback Dashboard is active, when a negative feedback is received, then the dashboard should highlight it within 2 seconds and provide options for further analysis.
Operations managers are adjusting logistics processes based on customer sentiment collected over the past week.
Given the dashboard can filter results, when the operations manager selects the 'last 7 days' filter, then the dashboard should display feedback data accurately reflecting the selected timeframe without lag.
A customer service representative wants to assess feedback from different sources to identify inconsistent service levels.
Given the dashboard is displaying live feedback, when the representative applies the 'filter by source' option, then the dashboard should update to show feedback categorized by selected sources (e.g., email, phone, chat) in less than 5 seconds.
An operations manager needs to evaluate overall customer sentiment trends over the past month to inform strategy meetings.
Given the dashboard has historical data capabilities, when the manager requests a sentiment trend report for the past month, then the dashboard should generate and display this report accurately within 10 seconds.
Customer service representatives are responding to a surge in positive feedback during an ongoing promotional campaign.
Given multiple positive feedback entries are received simultaneously, when the dashboard aggregates these feedbacks, then it should show an updated feedback count within 3 seconds reflecting the latest input.
The logistics team is preparing for a weekly review of customer feedback and performance metrics.
Given the dashboard contains performance metrics, when the representative navigates to the performance section, then it should display summary statistics for the week, including response rates and feedback trends within 5 seconds.
Sentiment Analysis Integration
-
User Story
-
As an operations manager, I want to understand customer sentiment regarding our logistics services, so that I can enhance operations and address negative feedback effectively.
-
Description
-
The Sentiment Analysis Integration requirement focuses on implementing AI algorithms that analyze customer feedback to determine sentiment polarity (positive, neutral, negative) in real-time. By automating the analysis of text-based feedback, this integration will provide insights into customer sentiments towards various aspects of logistics services. This data will be prominently displayed on the Dynamic Feedback Dashboard, allowing the team to quickly identify areas for improvement and adapt operations based on public sentiment, thus ensuring a customer-centric approach throughout all processes.
-
Acceptance Criteria
-
Sentiment Analysis processing customer feedback during peak operational hours.
Given that customer feedback is being collected during peak hours, when the Sentiment Analysis Integration processes the feedback, then it should correctly categorize at least 90% of the feedback into positive, neutral, and negative categories within 60 seconds of receipt.
Real-time sentiment updates appearing on the Dynamic Feedback Dashboard.
Given that the Sentiment Analysis Integration is active, when customer feedback is analyzed, then the sentiment results should be displayed on the Dynamic Feedback Dashboard with less than a 5-minute lag for at least 95% of feedback submissions.
Notification system for critical sentiment thresholds being crossed.
Given that sentiment analysis is continuously monitoring customer feedback, when a negative sentiment threshold is crossed (e.g., 70% negative sentiment), then a notification should be triggered to the operations manager within 5 minutes to take immediate action.
Integration testing with different feedback sources.
Given the Sentiment Analysis Integration, when customer feedback is received from various sources (email, chat, social media), then the analysis should yield consistent sentiment ratings across all channels with a variance of no more than 5%.
Customer service representatives using sentiment insights to adapt operations.
Given that sentiment insights are available on the Dynamic Feedback Dashboard, when a customer service representative reviews the dashboard, then they should identify at least three actionable insights to improve logistics operations based on the sentiment data presented.
Automated Feedback Alerts
-
User Story
-
As a logistics coordinator, I want to receive immediate alerts based on negative customer feedback so that I can swiftly investigate issues and ensure customer satisfaction is maintained.
-
Description
-
The Automated Feedback Alerts requirement entails the development of a notification system that automatically triggers alerts to relevant team members whenever customer feedback indicates a decline in satisfaction or emerging issues. This proactive approach ensures that issues are addressed before they escalate, fostering a culture of continuous improvement and responsiveness. The alerts will be customizable based on specific feedback thresholds and can include notifications via email, SMS, or within the LogiStream application, ensuring that all team members are informed and equipped to take necessary action quickly.
-
Acceptance Criteria
-
New customer feedback is received indicating dissatisfaction with delivery times.
Given customer feedback indicating dissatisfaction, when the feedback reaches a predefined threshold, then an automated alert is triggered and sent to the operations manager via email and in-app notification.
A volume of feedback points towards a consistent issue with product quality.
Given a consistent pattern of negative feedback regarding product quality, when the threshold is met, then alerts are triggered for the quality assurance team via SMS and application notifications.
Customer feedback indicates an emerging issue regarding billing inaccuracies.
Given customer feedback indicating billing inaccuracies, when the feedback surpasses a specific predefined limit, then automated alerts are dispatched to the finance team with appropriate details.
Customer service representatives are monitoring live feedback during peak hours.
Given ongoing customer feedback during peak operational hours, when negative sentiment increases, then alerts are sent in real-time to all available customer service representatives to take immediate action.
Operations managers are tracking changes in customer satisfaction trends over time.
Given a 10% decrease in customer satisfaction score over a week, when this trend is detected, then an alert is sent to the management team with a summary report of feedback trends.
Feedback thresholds are customizable for different product lines.
Given the need for customized feedback thresholds for different product lines, when a user updates the threshold settings in the application, then the system reflects the changes and triggers alerts based on the new thresholds.
Alerts are sent to users based on feedback related to specific delivery routes.
Given feedback linked to specific delivery routes, when negative feedback is recorded for a certain route, then alerts are sent only to the logistics team responsible for that route via email and SMS notifications.
Feedback Trend Analysis
-
User Story
-
As an operations manager, I want to analyze trends in customer feedback over time so that I can identify and address recurring issues and measure the impact of our improvements.
-
Description
-
The Feedback Trend Analysis requirement introduces a comprehensive analytics feature that tracks and visualizes trends in customer feedback over time. This capability will provide insights into recurring themes and help identify persistent issues or improvements within the logistics process. Through historical comparison tools, operations managers will be able to assess the effectiveness of implemented changes and make data-driven decisions. This analysis will support continuous learning and adaptation of logistics strategies, ultimately leading to improved service delivery.
-
Acceptance Criteria
-
Customer service representatives utilizing Feedback Trend Analysis to address a sudden spike in negative feedback regarding delayed deliveries.
Given that a spike in negative feedback is detected, when the customer service representative accesses the Feedback Trend Analysis dashboard, then they should see a live graphical representation of feedback trends for the last three months categorized by issue type.
Operations managers want to evaluate the effectiveness of a new logistics strategy implemented last month through Feedback Trend Analysis.
Given that the operations manager selects the date range for analysis, when they apply filters for the past six months on the Feedback Trend Analysis tool, then they should be able to view changes in customer sentiment and specific feedback trends related to the new logistics strategy.
A logistics team uses the Feedback Trend Analysis to summarize feedback data for a quarterly report to stakeholders.
Given the logistics team has collected customer feedback data over the last quarter, when they generate a report from the Feedback Trend Analysis feature, then the report should include visualizations of feedback trends, key themes identified, and actionable insights for the upcoming quarter.
The system handles real-time feedback analysis during a promotional campaign to monitor customer sentiment dynamically.
Given that a promotional campaign is active, when customer feedback is collected, then the Feedback Trend Analysis feature should update in real time to reflect current feedback trends and sentiment analysis related to the campaign.
Customer service representatives require training on how to effectively utilize Feedback Trend Analysis.
Given that a training session is conducted, when customer service representatives complete the training, then they should be able to accurately interpret the data presented in the Feedback Trend Analysis dashboard and apply insights to real-time customer interactions.
Operations managers need to identify persistent issues affecting customer satisfaction through historical data comparison.
Given that the operations manager accesses historical feedback data, when they select specific periods for comparison, then the Feedback Trend Analysis tool should provide a clear visualization of recurring issues and trends over those periods, highlighting improvements or deterioration in service delivery.
Real-Time Interaction Module
-
User Story
-
As a customer, I want to chat with a representative in real time regarding my feedback, so that I can have my concerns addressed immediately and feel heard.
-
Description
-
The Real-Time Interaction Module requirement outlines the need to develop a feature that allows direct real-time communication between customer service representatives and customers via chat or messaging systems. This module will enable customer service to respond in real time to feedback, inquiries, or concerns raised by customers. By enhancing customer engagement while managing feedback intuitively, this feature will significantly contribute to improved customer satisfaction and loyalty. It will also integrate seamlessly with the existing feedback systems to track interactions and outcomes.
-
Acceptance Criteria
-
Customer initiates a chat with customer service during a delivery issue.
Given a customer has a delivery issue, when they access the Real-Time Interaction Module and click on 'Chat', then they should be connected to a customer service representative within 2 minutes.
Customer service representative provides live updates to a customer concerning their delivery status.
Given a customer is engaged in a chat about their delivery, when the representative receives updated logistics data, then they should relay the information to the customer immediately with an estimated time of arrival modification.
Integration of customer feedback into the Real-Time Interaction Module.
Given that customer feedback is received through the existing feedback systems, when a customer uses the chat feature, then the system should display related feedback context to the representative automatically.
End-of-chat survey to measure customer satisfaction with the interaction.
Given a chat interaction has ended, when the customer is prompted to complete a satisfaction survey, then the survey should capture customer sentiment and automatically update the feedback dashboard within 5 minutes.
Analysis of chat interactions for operational improvements.
Given a series of chat interactions over a week, when the operations manager reviews the aggregated data, then insights suggesting changes in the logistics processes should be accessible in the dashboard.
Customer’s ability to rate the chat experience after completion.
Given a customer finishes a chat session, when they are asked to rate their experience on a scale of 1-5, then their rating should be recorded and reflected in the analytics report.
Notifications to customer service representatives for high-priority customer inquiries.
Given a customer marks their inquiry as urgent, when the representative's interface updates, then an alert should notify the representative of the high-priority request.
Feedback Resolution Tracker
-
User Story
-
As a customer service manager, I want to track the status of customer feedback resolutions so that I can ensure feedback is addressed efficiently and customers are kept informed.
-
Description
-
The Feedback Resolution Tracker requirement aims to implement a tracking system that monitors the progress of addressing customer feedback and solutions being provided. Each feedback will be logged with status updates, allowing both customers and internal stakeholders to see the resolution process in action. This transparency not only improves accountability within teams but also reassures customers that their feedback is taken seriously. Additionally, it supports operational efficiency by formalizing the feedback resolution process, which can be analyzed for further improvement.
-
Acceptance Criteria
-
Customer Feedback Submission and Tracking
Given a customer submits feedback through the feedback form, when the feedback is logged in the system, then the entry should show the correct status (e.g., 'Pending', 'In Progress', 'Resolved') and timestamp of the submission.
Internal Stakeholder Access to Feedback Resolution
Given an internal stakeholder accesses the Feedback Resolution Tracker, when they view the feedback list, then they should see all feedback entries along with their current status and assigned team member for resolution.
Customer Notification Upon Feedback Update
Given a customer’s feedback status changes, when the change is saved in the system, then the customer should receive an automated notification via email about the status update.
Aggregate Feedback Analysis for Trends
Given multiple feedback entries have been resolved in the system, when the manager accesses the Feedback Resolution Tracker, then they should be able to generate a report showing feedback trends over specified time periods.
Real-Time Status Update Display
Given a user is viewing the dashboard, when new feedback statuses are logged, then they should see real-time updates without needing to refresh the page.
Search and Filter Functionality for Feedback Resolution Tracker
Given a user is on the Feedback Resolution Tracker, when they use the search and filter options, then they should be able to find specific feedback entries based on criteria such as status, date range, or keywords.
User Training on Feedback Resolution Process
Given new customer service representatives are onboarded, when they complete the training module, then they should demonstrate an understanding of how to use the Feedback Resolution Tracker effectively.
Disruption Impact Analyzer
The Disruption Impact Analyzer evaluates the potential severity and impact of identified disruptions, giving supply chain strategists a clear understanding of the consequences. By gauging the effect on delivery timelines, costs, and customer satisfaction, users can prioritize responses effectively and take calculated actions to mitigate risks.
Requirements
Impact Severity Assessment
-
User Story
-
As a supply chain strategist, I want to assess the severity of potential disruptions so that I can prioritize my response and mitigate risks effectively.
-
Description
-
The Impact Severity Assessment requirement enables the Disruption Impact Analyzer to automatically quantify and classify the severity of identified disruptions within the supply chain. This functionality will provide users with a clear, data-driven framework for understanding potential impacts on delivery timelines, operational costs, and customer satisfaction. By assessing disruptions in real-time, supply chain strategists can prioritize their responses and make informed decisions quickly, aligning with the overall goals of efficiency and responsiveness in logistics management. This feature will integrate seamlessly with existing data sources to ensure accurate and timely assessments that are essential for strategic planning and risk management.
-
Acceptance Criteria
-
Disruption Severity Identification during Supply Chain Review
Given a list of disruptions has been identified, when a supply chain strategist accesses the Impact Severity Assessment tool, then the tool should classify each disruption as high, medium, or low severity based on predefined parameters.
Real-time Impact Metrics Display
Given a disruption of high severity is detected, when the user views the dashboard, then the system should display real-time metrics for delivery timelines, operational costs, and customer satisfaction impacts related to that disruption.
Historical Data Comparison for Disruption Severity
Given a disruption currently affecting the supply chain, when the Impact Severity Assessment is performed, then the results should provide a comparison against historical disruption data to ascertain the current disruption's severity.
Automated Alerts for High Severity Disruptions
Given the system has classified a disruption as high severity, when the assessment is complete, then the system should automatically send alerts to relevant stakeholders through predefined communication channels.
User Input Validation for Adjustment of Severity Parameters
Given the user wishes to adjust severity parameters for the Impact Severity Assessment, when they submit their changes, then the system should validate inputs and confirm the adjustments before applying them to future assessments.
Feedback Mechanism After Disruption Resolution
Given a disruption has been mitigated, when the user updates the system with the outcome, then the Impact Severity Assessment tool should record the feedback and adjust future assessments based on lessons learned.
Integration with Existing Data Sources
Given the Impact Severity Assessment requires data input, when a disruption occurs, then the system should seamlessly integrate with existing data sources to retrieve accurate information necessary for an assessment.
Cost Impact Projection
-
User Story
-
As a finance manager in logistics, I want to understand the potential cost implications of disruptions so that I can allocate resources effectively and prepare for financial impacts.
-
Description
-
The Cost Impact Projection requirement will enhance the Disruption Impact Analyzer by estimating the financial implications of identified disruptions. This will include calculating potential increases in operational expenses, delays in delivery affecting revenue, and impacts on overall profitability. By providing users with detailed insights into financial metrics related to disruptions, this feature will empower users to make well-informed decisions about resource allocation and contingency planning, ultimately reducing financial risk associated with supply chain disruptions.
-
Acceptance Criteria
-
Cost Impact Projection for Delayed Deliveries Due to Natural Disasters
Given a disruption scenario involving a natural disaster, when the user inputs details about the delay and associated costs, then the system should provide a detailed cost impact analysis showing projected increases in operational expenses and revenue losses within 5 seconds.
Cost Projection during Supply Chain Disruption due to Supplier Failure
Given a scenario of a supplier failure, when the user enters supplier cost data and disruption duration, then the system should calculate and display potential financial impacts including increased operational costs and lost profitability in a clear report format.
Real-time Update of Cost Impacts during Disruption Assessment
Given an ongoing disruption event being analyzed, when the user updates relevant variables such as delivery timelines and additional costs, then the system should auto-update the cost impact projections in real-time, maintaining accuracy of data displayed on the dashboard.
Prioritization of Disruption Responses Based on Cost Analysis
Given multiple potential disruptions identified, when the user reviews the cost impact projections, then the system should rank the disruptions by the severity of financial impact, aiding the user in prioritizing their response strategies effectively.
Exporting Cost Impact Reports for Stakeholder Review
Given the user has completed the cost impact analysis for a disruption, when they select the export option, then the system should generate and download a comprehensive report in PDF format that includes all financial metrics and analyses conducted.
Integration of Cost Impact Projections into Strategic Planning
Given the user is formulating a strategic response plan, when they access the cost impact projection tool, then the system should allow them to incorporate financial insights into their planning documents easily.
User-Friendly Interface for Cost Impact Visualization
Given the user accesses the Cost Impact Projection feature, when they navigate through the analysis results, then the system should present all financial data visually through charts and graphs that are easily interpretable by non-technical users.
Customer Satisfaction Metrics Integration
-
User Story
-
As a customer service manager, I want visibility into how disruptions impact customer satisfaction so that I can take proactive measures to address concerns and improve customer relations.
-
Description
-
The Customer Satisfaction Metrics Integration requirement will allow the Disruption Impact Analyzer to incorporate relevant customer satisfaction data into its analyses. This feature will analyze how disruptions affect customer perceptions and satisfaction levels, enhancing the understanding of the overall customer experience related to logistical issues. By evaluating the correlation between disruption severity and customer feedback, users can identify critical areas for improvement and implement strategies that maintain or enhance customer loyalty even during challenging situations.
-
Acceptance Criteria
-
Integration of Customer Satisfaction Data into Disruption Impact Analyzer
Given the user has access to the Disruption Impact Analyzer, when they select a disruption incident, then the system should display customer satisfaction metrics relevant to that incident, including feedback scores and comments.
Correlation Analysis Between Disruptions and Customer Feedback
Given the user analyzes a specific disruption, when they view the analysis results, then the system should show a statistical correlation between disruption severity and customer satisfaction metrics, including graphical representation.
Impact Assessment on Delivery Timelines and Costs
Given a disruption is assessed, when the user reviews the impact report, then the report should clearly outline changes in delivery timelines and projected costs as a result of the disruption, with separate metrics for customer satisfaction impact.
Real-Time Metrics Updating During Disruptions
Given a disruption is occurring, when the user accesses the Disruption Impact Analyzer dashboard, then the customer satisfaction metrics should update in real-time, displaying current feedback from affected customers.
Prioritizing Response Strategies Based on Metrics
Given the user has access to the impact report, when they analyze the metrics, then the system should suggest prioritized response strategies based on customer satisfaction implications and disruption severity.
User Training on Customer Satisfaction Metrics Integration
Given the Disruption Impact Analyzer is implemented, when training sessions are provided, then users should demonstrate the ability to access, interpret, and utilize customer satisfaction metrics in their response planning.
Feedback Loop for Continuous Improvement
Given disruptions occur and data is collected, when the user generates a report, then it should include a section for feedback on whether the implemented strategies improved customer satisfaction post-disruption.
Real-time Disruption Alerts
-
User Story
-
As a logistics manager, I want to receive real-time alerts about disruptions so that I can respond quickly and minimize negative impacts on operations and customer satisfaction.
-
Description
-
The Real-time Disruption Alerts requirement will provide users with immediate notifications of identified disruptions within the supply chain. By leveraging real-time data tracking, this feature will alert users to potential issues as they arise, allowing for swift actions to address them. This immediate communication of disruptions will help maintain operational efficiency and ensure that users can respond to problems before they escalate, ultimately protecting customer satisfaction and reducing potential cost impacts.
-
Acceptance Criteria
-
User receives a real-time alert when a disruption in the supply chain is detected, enabling immediate action.
Given a disruption is detected in the supply chain, when the system processes the data, then the user should receive an immediate alert notification on their dashboard and via email.
The alert prioritization system sorts disruptions based on severity and impact, allowing users to address the most critical issues first.
Given multiple disruptions are detected, when the alerts are generated, then they should be categorized by severity level (high, medium, low) and displayed accordingly.
Users acknowledge disruption alerts to signal receipt and understanding of the issue.
Given a disruption alert is received, when the user acknowledges the alert, then the system should log the acknowledgment time and change the alert status to 'Acknowledged.'
Users can customize their alert preferences based on specific criteria (e.g., type of disruption, severity).
Given the user accesses the alert settings, when they select their preferences for disruption types and severity levels, then these settings should be saved and applied to future alert notifications.
The system provides a history log of all disruption alerts sent to the user for review and analysis.
Given the user requests the alert history, when the user views the log, then it should display a comprehensive list of all alerts sent, including timestamps and statuses.
Integration with existing systems allows seamless communication of disruption alerts across platforms (e.g., email, SMS).
Given the integration settings are configured, when a disruption alert is generated, then it should be successfully forwarded to the designated external communication channels (email and SMS) as set in the integration settings.
Post-Disruption Analysis Reporting
-
User Story
-
As a supply chain analyst, I want to generate reports after disruptions occur so that I can learn from past events and improve our response strategies.
-
Description
-
The Post-Disruption Analysis Reporting requirement is designed to generate detailed reports after disruptions have occurred. This functionality will include post-mortem analyses highlighting causes, impact assessments, response effectiveness, and lessons learned. By documenting these insights, users will have access to valuable historical data that can inform future strategies and improve resilience against similar disruptions, creating a feedback loop that continuously enhances supply chain processes.
-
Acceptance Criteria
-
User navigates to the Post-Disruption Analysis section of LogiStream after a disruption event has been recognized and resolved.
Given a disruption event has occurred, when the user initiates a Post-Disruption Analysis report, then the system generates a report that includes identified causes, impact assessments, response effectiveness, and lessons learned within 5 minutes.
Supply chain strategists review the generated Post-Disruption Analysis Reports through the LogiStream dashboard to inform future strategies.
Given a Post-Disruption Analysis report has been generated, when the user accesses the report, then all sections (causes, impact assessments, response effectiveness, lessons learned) should be clearly displayed and readable without error.
Users want to export the Post-Disruption Analysis Report for sharing with stakeholders.
Given a Post-Disruption Analysis report is displayed, when the user selects the export option, then the system generates a downloadable PDF file containing the complete report that adheres to established formatting guidelines.
When viewing the Post-Disruption Analysis Report, users should have the option to provide feedback on the report's usefulness.
Given a Post-Disruption Analysis report is displayed, when the user submits feedback, then the system successfully records this feedback and associates it with the respective report for future reference.
Users require historical tracking of Post-Disruption Analysis reports for ongoing evaluation of supply chain resilience.
Given multiple Post-Disruption Analysis reports exist, when the user accesses the reports section, then the system lists all historical reports with filters available for date, severity, and response effectiveness for easy navigation.
Users wish to analyze trends from multiple Post-Disruption Analysis reports over time.
Given multiple reports exist, when the user selects the trend analysis feature, then the system displays a graphical representation of trends in disruptions, impacts, and response effectiveness over the selected period.
Scenario Simulation Tool
The Scenario Simulation Tool allows users to create 'what-if' scenarios in response to predicted disruptions, enabling them to visualize different outcomes based on varying responses. This feature equips supply chain strategists with insights into the implications of their choices, allowing for well-informed tactical decisions.
Requirements
Dynamic Scenario Creation
-
User Story
-
As a supply chain strategist, I want to create dynamic 'what-if' scenarios to better prepare for potential disruptions, so that I can make informed decisions that mitigate risk and optimize operational efficiency.
-
Description
-
The Dynamic Scenario Creation requirement allows users to construct and manipulate various 'what-if' scenarios by adjusting key variables such as supply chain delays, demand spikes, and resource availability. This feature enhances decision-making by providing strategy planners with a hands-on approach to visualizing the potential consequences of their decisions, leading to better preparedness and agility in response to disruptions. By integrating seamlessly with existing data feeds and predictive analytics within LogiStream, this capability ensures that users can simulate realistic scenarios quickly and effectively, resulting in actionable insights that positively impact operational efficiency and reduce risks.
-
Acceptance Criteria
-
Dynamic Scenario Creation for Supply Chain Disruption Simulation
Given a user has access to the Scenario Simulation Tool, when they input a supply chain delay of 2 weeks, then they should be able to visualize at least three different outcomes based on this delay.
Demand Spike Scenario Visualization
Given a user is simulating a demand spike, when they adjust the demand variable by 50%, then they should receive a detailed report of the impact on inventory and delivery timelines within 10 seconds.
Resource Availability Adjustment
Given a user has initiated a scenario simulation, when they change the resource availability to indicate a 30% reduction, then the system must display the revised operational capabilities and alternative strategy suggestions within the dashboard.
Scenario Comparison for Informed Decision Making
Given multiple scenarios have been created, when the user selects two scenarios for comparison, then they should see a side-by-side analysis of key metrics such as cost and delivery time impact, that updates dynamically as variables are adjusted.
Real-Time Data Integration for Scenario Updates
Given the user has created a scenario, when new real-time data from existing systems is made available, then the scenario should automatically update its variables and outcomes without requiring a manual refresh.
User Notifications on Scenario Changes
Given that a scenario's key variables have been altered, when these changes are saved, then the system must notify the user of the successful update and provide a summary of the changes made.
Outcome Visualization Dashboard
-
User Story
-
As a supply chain analyst, I want to view and analyze the outcomes of simulated scenarios on a dashboard so that I can quickly understand the implications of different strategies and effectively communicate results to my team.
-
Description
-
The Outcome Visualization Dashboard requirement involves the development of an intuitive interface that displays the results of each simulated scenario in real-time. This dashboard should provide graphical representations, summaries, and key performance indicators (KPIs) that allow users to easily interpret the outcomes of their decisions. It enhances user experience by enabling stakeholders to understand potential impacts quickly and effectively, facilitating collaborative discussions on tactical responses to supply chain challenges. The visualization should include options for customizing views based on user preferences and needs for a more tailored analytical experience.
-
Acceptance Criteria
-
User navigates to the Outcome Visualization Dashboard after simulating a supply chain disruption scenario.
Given a user has created a 'what-if' scenario, when they access the Outcome Visualization Dashboard, then the dashboard displays real-time results including graphical representations of outcomes, summary details, and key performance indicators relevant to the simulation.
User customizes the view of the Outcome Visualization Dashboard to focus on specific KPIs.
Given a user has access to the Outcome Visualization Dashboard, when they select customization options to prioritize certain KPIs, then the dashboard updates to reflect the chosen metrics accurately without lag.
User shares the Outcome Visualization Dashboard insights with team members for collaborative decision-making.
Given a user wants to share the results from the Outcome Visualization Dashboard, when they select the share option, then the system generates a shareable link that accurately includes all visualizations and data presented in the current view.
User interacts with the Outcome Visualization Dashboard to drill down into specific outcomes of a simulated scenario.
Given a user is viewing the Outcome Visualization Dashboard, when they click on specific graphical representations indicating outcomes, then the dashboard provides a detailed breakdown and analysis of those outcomes.
User reviews historical scenario results alongside current simulation outcomes on the Outcome Visualization Dashboard.
Given a user accesses the Outcome Visualization Dashboard, when they request to compare historical data with current simulation results, then the dashboard displays the relevant historical outcomes side by side with real-time data for easy comparison.
User identifies trends from multiple simulated scenarios within the Outcome Visualization Dashboard.
Given a user has run multiple simulations, when they access the trend analysis feature of the Outcome Visualization Dashboard, then the system generates insights that clearly outline trends based on aggregated data from all simulations.
Scenario Comparison Tool
-
User Story
-
As a supply chain manager, I want to compare multiple simulated scenarios side by side so that I can identify the best strategies for optimizing supply chain operations and managing costs effectively.
-
Description
-
The Scenario Comparison Tool requirement focuses on allowing users to compare multiple simulated scenarios side by side, identifying differences in key metrics and outcomes. This feature will support strategic analysis by illustrating how different decisions might lead to varying levels of efficiency, cost, and service levels. By enabling drag-and-drop functionality and providing filtering options, users can easily prioritize scenarios for analysis. Implementing this functionality will empower organizations to conduct thorough evaluations of potential strategies, ensuring they select the most advantageous options during operational planning.
-
Acceptance Criteria
-
User compares multiple simulated scenarios to analyze key metrics side by side, efficiently identifying factors influencing operational efficiency and service levels.
Given multiple scenarios are simulated, when the user selects the 'Compare' option, then all chosen scenarios should be displayed in a side-by-side format, highlighting differences in metrics such as cost, delivery time, and efficiency.
User utilizes drag-and-drop functionality to prioritize scenarios for analysis based on their strategic importance.
Given multiple scenarios are available, when the user drags a scenario into the designated 'Priority Analysis' section, then it should be successfully added, allowing for up to five prioritized scenarios to be displayed at once.
User applies filters to narrow down scenarios based on specific metrics such as cost thresholds, efficiency levels, or predicted delivery times.
Given a list of simulated scenarios, when the user applies a filter for scenarios with efficiency above a defined threshold, then only those scenarios should be displayed in the results section.
User generates a report based on the comparison of selected scenarios to present findings to stakeholders.
Given selected scenarios are compared, when the user clicks on 'Generate Report', then a comprehensive report should be created, containing graphical representations of each key metric and overall findings, and downloadable in PDF format.
Users receive notifications if any selected scenarios yield outcomes not meeting predefined operational metrics.
Given selected scenarios have been analyzed, when outcomes are below the predefined thresholds for key metrics, then the user should receive an alert notification outlining the deficiencies for each scenario.
User saves a selection of preferred scenarios for future reference and analysis.
Given the user is reviewing scenarios, when the user selects 'Save' for a specific combination of scenarios, then those scenarios should be stored in the user's profile for access during subsequent sessions.
User retrieves historical data comparisons for previously analyzed scenarios for longitudinal analysis.
Given the user accesses the 'Historical Data' section, when the user selects a previous date range, then the system should display all the scenarios previously analyzed during that time, along with their respective metrics.
Automated Alert System for Disruption Predictions
-
User Story
-
As a logistics manager, I want to receive automated alerts for predicted supply chain disruptions so that I can take timely action to mitigate risks and maintain efficiency in operations.
-
Description
-
The Automated Alert System for Disruption Predictions requirement is designed to notify users of significant disruptions predicted by the system. By integrating AI-driven predictive analytics, this system will alert users to potential crises based on predefined thresholds and conditions, allowing for proactive management. This capability ensures that supply chain decision-makers are equipped with timely information to avoid or mitigate disruptions. The alert system should be customizable, enabling users to set their alert preferences according to their specific operational roles.
-
Acceptance Criteria
-
Automated Alert Activation for High Disruption Risk
Given a disruption prediction system with defined thresholds, when a predicted disruption exceeds those thresholds, then the system must trigger an automated alert to all relevant users immediately.
User Customization of Alert Settings
Given a user profile within the alert system, when a user adjusts their alert preferences for specific disruptions, then the system must save these preferences and apply them correctly for future alerts.
Notification Delivery Timing Assessment
Given a predicted disruption that triggers an alert, when the alert is sent, then it must be delivered to all users within 5 minutes of the prediction being made.
Multiple Alert Types Configuration
Given the customization options within the alert system, when a user selects different types of alerts (email, SMS, in-app notification), then the system must successfully configure and deliver alerts according to the user’s selections.
Impact Analysis for Alert Scenarios
Given a user receives an alert about a predicted disruption, when they access the scenario simulation tool, then the tool must provide insights related to possible impacts based on the alert.
Tracking User Response to Alerts
Given an alert being sent to users, when they respond to the alert, then the system must log the response and notify management of the user engagement level with the alerts.
Collaboration Features for Scenario Sharing
-
User Story
-
As a team leader, I want to easily share simulated scenarios and their outcomes with my colleagues so that we can collaboratively discuss strategies and reach informed decisions together.
-
Description
-
The Collaboration Features for Scenario Sharing requirement aims to facilitate communication and shared decision-making among team members through the export and sharing of scenario outcomes. This functionality allows users to generate reports or presentations based on simulated scenarios, making it easier to align on strategies and gain consensus on the best operational responses. By incorporating collaborative tools, such as comments and annotations, this feature enhances teamwork and ensures that stakeholder input is included in decision-making processes.
-
Acceptance Criteria
-
Collaboration Features Allow Multiple Users to Share Scenarios in Real-Time.
Given multiple users have access to the Scenario Simulation Tool, When a user generates a scenario, Then they should be able to share it with other users in real-time and receive confirmation of successful sharing.
Exporting Scenario Outcomes as Reports.
Given a user has created a scenario, When they select the export option, Then they should be able to generate a report containing all relevant outcome data and visualizations in a user-friendly format.
Including Annotations and Comments in Shared Scenarios.
Given a shared scenario, When a user adds comments or annotations, Then these should be visible to all team members with access to the scenario, and the comments should be timestamped to show when they were added.
Assessing User Participation in Scenario Discussions.
Given a scenario has been shared among team members, When team members view the scenario outcomes, Then there should be a tracking system that indicates who has accessed the scenario and their comments made on it.
Collaboration Features Allow for Consensus Building on Scenarios.
Given a group of users discussing scenario outcomes, When they apply the voting feature on proposed strategies, Then the system should tally and display the results, enabling the team to identify the most favored operational response.
Ensuring User Permissions for Scenario Access.
Given a scenario has been created, When the creator shares it with others, Then the sharing settings should allow the creator to grant or restrict edit, view, or comment permissions to each user individually.
Alert Prioritization Engine
The Alert Prioritization Engine categorizes and prioritizes interruption alerts based on urgency and potential impact on the supply chain. This ensures that supply chain strategists focus on the most critical disruptions first, improving their response effectiveness and reducing overall downtime.
Requirements
Urgency Categorization
-
User Story
-
As a supply chain strategist, I want alerts categorized by urgency so that I can prioritize my focus on the most critical disruptions and respond effectively to minimize impact.
-
Description
-
The Urgency Categorization requirement enables the Alert Prioritization Engine to classify alerts into predefined categories such as High, Medium, and Low urgency. This classification is crucial so that users can quickly identify which alerts require immediate attention versus those that can be addressed later. By implementing a structured categorization system, the requirement enhances the efficiency of the user's response to disruptions, ensuring that critical issues affecting the supply chain are dealt with promptly and systematically. The integration of this functionality within the existing LogiStream platform further ensures the smooth flow of essential information to the users, optimizing their operational effectiveness and reducing the risk of downtime.
-
Acceptance Criteria
-
A supply chain strategist opens the LogiStream platform and receives a series of alerts regarding shipment disruptions. The strategist reviews the alerts categorized by urgency and prioritizes their response based on the predefined categories: High, Medium, and Low urgency.
Given that the Alert Prioritization Engine has classified alerts into High, Medium, and Low urgency categories, When the strategist views the dashboard, Then the alerts should be displayed in order of urgency with clear labels indicating their category.
In a high-pressure situation, a supply chain manager needs to address alerts regarding a sudden disruption in logistics. They rely on the urgency categorization to quickly identify which alert to address first based on the potential impact on delivery schedules.
Given that the system has classified alerts, When the supply chain manager sorts the alerts by urgency, Then the High urgency alerts should appear at the top of the list and the system should allow immediate action to be taken on these alerts.
During a training session, new users of LogiStream are learning how to interpret alerts. The instructor demonstrates how the urgency categorization helps them prioritize tasks effectively before moving on to more complex issues.
Given that new users are being trained, When the instructor demonstrates the alerts on the dashboard, Then users should correctly identify High, Medium, and Low urgency alerts as categorized by the system and understand their implications for workflow.
After implementation, the supply chain team monitors the system's performance in categorizing alerts during unexpected disruptions in the supply chain. They need to evaluate the accuracy of the urgency classification over a set period of time.
Given the implementation of the Urgency Categorization feature, When disruptions occur, Then the categorization of alerts should be 95% accurate when compared to a predefined set of criteria for urgency classification.
An IT specialist needs to ensure that the backend system correctly integrates the urgency categorization feature with the existing alert notification system to facilitate seamless communication of important alerts.
Given the current integration of the Alert Prioritization Engine, When an alert is triggered, Then the backend system should accurately categorize the alert and pass it to the front-end with the correct urgency level flagged for notification.
During the feedback process, users report on the effectiveness of the urgency categorization in their daily operations. Management uses this feedback to assess the overall usefulness of the newly implemented feature.
Given that user feedback is collected, When users evaluate the urgency categorization feature, Then at least 80% of users should report that the categorization effectively helps them prioritize their responses to alerts.
Impact Assessment Metrics
-
User Story
-
As a supply chain manager, I want the system to assess the potential impact of disruption alerts so that I can allocate resources effectively and mitigate risks to my operations.
-
Description
-
This requirement lays the groundwork for integrating Impact Assessment Metrics into the Alert Prioritization Engine. It will equip the system to analyze the potential impact of each alert on the supply chain, providing scores or ratings based on predefined criteria such as financial loss, delivery delays, and customer impact. This feature will allow users to make informed decisions when prioritizing alerts, further enabling them to allocate resources and responses to issues that could have the greatest adverse effects on their operations. The ability to quantify the potential impact of disruptions adds a vital layer of strategic insight necessary for effective supply chain management within LogiStream.
-
Acceptance Criteria
-
As a supply chain strategist, I need to access the Alert Prioritization Engine to review the alerts impacting my logistics operations so that I can prioritize them based on their estimated impact on the supply chain.
Given the Alert Prioritization Engine is implemented, when I access the alerts section, then the alerts should be categorized by urgency and assigned impact scores using predefined criteria.
As a logistics manager, I want to receive notifications for high-impact alerts that require immediate attention so that I can act promptly to mitigate potential disruptions in the supply chain.
Given high-impact alerts are identified, when an alert is generated, then a notification should be sent to the designated users immediately via the system's communication channels.
As a decision-maker in the supply chain, I need to analyze the impact assessment metrics of the alerts to understand their financial implications so that I can make informed decisions on resource allocation.
Given the impact assessment metrics are integrated, when I query an alert, then the system should display comprehensive metrics including financial loss estimates and potential delivery delays.
As a user of the Alert Prioritization Engine, I require the ability to filter alerts based on their impact scores and urgency levels so that I can streamline my assessment process.
Given the filtering features are available, when I apply filters for urgency and impact score, then the displayed alerts should only include those that meet the selected criteria.
As a supply chain strategists, I need to regularly review the effectiveness of the impact assessment metrics applied in the Alert Prioritization Engine so that I can ensure continuous improvement in prioritizing alerts.
Given that the impact assessment metrics are implemented, when I access the review module, then I should be able to generate reports evaluating the accuracy and effectiveness of the metrics over time.
Real-Time Alert Updates
-
User Story
-
As a logistics coordinator, I want to receive real-time updates on alert statuses so that I can quickly adjust plans and ensure disruptions are managed effectively.
-
Description
-
The Real-Time Alert Updates requirement ensures that the Alert Prioritization Engine provides users with instantaneous notifications for any changes or updates in the status of alerts. This capability is essential for maintaining a proactive response strategy, allowing supply chain strategists to stay informed about evolving situations and to adjust their actions accordingly. By leveraging real-time data, this feature will ensure that relevant stakeholders are automatically notified of critical disruptions and any progress in resolving them, thereby enhancing communication within the supply chain network. Integrating this functionality will position LogiStream as an indispensable tool for dynamic supply chain operations.
-
Acceptance Criteria
-
Receiving a critical disruption alert in real-time while monitoring supply chain operations.
Given the Alert Prioritization Engine is active, when a critical alert is generated, then the system must notify users within 5 seconds of the alert's occurrence.
Evaluating the urgency level of multiple simultaneous disruption alerts.
Given two or more alerts are triggered at the same time, when the Alert Prioritization Engine processes these alerts, then the most critical alert should be ranked highest and displayed prominently on the dashboard.
Updating the status of an existing alert in real-time after a change occurs.
Given an alert has been acknowledged, when the status of that alert changes, then the user must receive an update notification reflecting the new status within 10 seconds.
Responding to an alert and acknowledging its receipt using a mobile device.
Given a user uses the mobile version of LogiStream, when they acknowledge an alert, then the acknowledgment must be reflected in the system within 3 seconds.
Reporting on the response effectiveness after an alert is resolved.
Given an alert has been marked as resolved, when the reporting functionality is requested, then the system should provide metrics on response time and actions taken within 24 hours.
Receiving an alert update while utilizing the dashboard for monitoring operations.
Given a user is viewing the dashboard, when a relevant alert update occurs, then the user should see a pop-up notification on the dashboard without any delay, indicating the update.
User Configuration Settings
-
User Story
-
As a user of LogiStream, I want to configure the alert prioritization settings so that I can tailor the notifications to fit my specific operational needs and improve my response strategy.
-
Description
-
The User Configuration Settings requirement will enable users to customize the alert priority settings based on their unique operational needs and priorities. This feature addresses the diverse requirements of different users and organizations, allowing them to define what constitutes high, medium, or low priority alerts. By allowing user-configured settings, the requirement aims to align the Alert Prioritization Engine with specific business objectives, enhancing user satisfaction and operational efficiency. Providing flexibility in configuring alerts ensures that necessary notifications align closely with users’ strategic goals, thus fostering an environment of personalized operational effectiveness.
-
Acceptance Criteria
-
User Customization of Alert Priorities for Different Supply Scenarios
Given a user with administrative privileges, when they access the User Configuration Settings, then they should be able to create, modify, and delete priority levels for alerts, specifying labels such as 'High', 'Medium', and 'Low'.
Default Priority Settings upon First Use
Given a new user accessing the Alert Prioritization Engine for the first time, when they enter the User Configuration Settings, then they should see default priority settings for alerts that can be modified according to their preferences.
Saving Configuration Changes
Given a user has modified alert priority settings, when they click the 'Save' button, then the changes should be recorded, and the user should receive a confirmation message indicating that their settings have been successfully saved.
Testing Alert Notification Behavior Based on Customized Priorities
Given a user has configured alert priority settings, when an interruption alert is triggered, then the system should only notify the user based on their specified priority levels for that alert.
User Access Levels and Alert Configuration Restrictions
Given users of different access levels, when they attempt to access the User Configuration Settings, then users with lower access should receive a notification informing them that they do not have permission to change alert priorities.
Review of User-Configured Alerts and Impact on Operations
Given a user has configured their alert settings, when they review the performance reports, then the system should show the effectiveness of the prioritization in terms of response time and reduction of downtime due to critical alerts.
Resetting to Default Configuration Settings
Given a user has customized their alert priority settings, when they choose the 'Reset to Default' option, then all customized settings should revert to the original default settings without affecting other user configurations.
Dashboard Integration for Alerts
-
User Story
-
As a supply chain analyst, I want to see alerts visualized on my dashboard so that I can quickly comprehend the current state of disruptions and identify trends that may require my attention.
-
Description
-
The Dashboard Integration for Alerts requirement aims to incorporate alert prioritization visualizations into the LogiStream dashboard. This feature will present users with an intuitive graphical representation of alerts, categorized by priority and urgency, providing a quick overview of the current operational landscape. Visual aggregations of alerts will not only enhance situational awareness for supply chain professionals but also streamline their decision-making processes by allowing them to see trends and patterns. The integration of this functionality is critical for enhancing the value of the LogiStream dashboard, ensuring that users have real-time insights at their fingertips to facilitate swift and effective responses.
-
Acceptance Criteria
-
Alert Prioritization Display on Dashboard
Given the user is on the LogiStream dashboard, when they navigate to the alerts section, then they should see alerts categorized by priority (high, medium, low) and sorted in descending order of urgency.
Real-Time Update of Alerts
Given there are new interruption alerts, when the LogiStream dashboard is refreshed, then users should see these alerts reflected in real-time without needing to manually reload the page.
Graphical Representation of Alerts
Given that there are multiple alerts, when the user views the dashboard, then they should be presented with visual aggregations (such as charts or graphs) that represent the number of alerts by priority and urgency categories.
Filter and Sort Functionality for Alerts
Given the user is viewing the alerts on the dashboard, when they apply filters (by date, urgency, and category), then only the relevant alerts matching those filters should be displayed accordingly.
Historical Trend Analysis of Alerts
Given the dashboard shows alerts, when the user selects the trend analysis option, then they should see historical data visualizations that illustrate the frequency and types of alerts over time.
User Interaction with Alerts
Given the alerts are displayed on the dashboard, when a user clicks on an alert, then they should be redirected to detailed information about that alert, including potential impacts and recommended actions.
User Customization of Alert Display Settings
Given the user accesses the dashboard configuration settings, when they choose to customize how alerts are displayed (such as color coding or grouping), then those preferences should be saved and reflected on their next login.
Root Cause Identification
Root Cause Identification leverages historical data and machine learning to analyze past disruptions and determine their underlying causes. By providing this insight, users can address fundamental issues, enhancing the resilience of their supply chain and preventing future occurrences.
Requirements
Historical Data Integration
-
User Story
-
As a supply chain manager, I want historical disruption data to be automatically integrated into LogiStream so that I can use comprehensive insights to understand past issues and make data-driven decisions to prevent future occurrences.
-
Description
-
The Historical Data Integration requirement focuses on the seamless integration of historical disruption data from various sources into LogiStream. This will enable the Root Cause Identification feature to utilize extensive past data, improving the accuracy of analysis. The importance of this requirement lies in its capability to unify disparate data sources, providing a comprehensive insight into past disruptions and enhancing the overall efficiency of the system by feeding more robust data into the analytical models. Through this integration, users will be able to have a holistic view of their supply chain disruptions and their frequency, allowing for better-informed decision-making, and ultimately enhancing the resilience of operations.
-
Acceptance Criteria
-
User imports historical disruption data from multiple sources into LogiStream for analysis.
Given the user has access to the historical disruption files in the supported formats, When the user selects the files for import and submits the import request, Then the system should successfully integrate all selected data without errors and provide a confirmation message.
System combines historical disruption data from various sources into a unified database.
Given the historical disruption data from different sources is imported, When the data integration process is initiated, Then the system should process and store the data in a unified format within the predefined time limit, ensuring no data loss occurs.
User requests to view analyzed root causes of past disruptions based on the imported historical data.
Given the historical disruption data has been successfully integrated into the system, When the user navigates to the Root Cause Identification dashboard and requests the analysis, Then the system should display a list of identified root causes with supporting data for each disruption.
Admin configures the sources from which historical disruption data can be imported.
Given the admin has access to the system settings, When the admin adds a new data source and saves the configuration, Then the system should validate the source and confirm successful addition without disrupting existing configurations.
The system analyzes historical disruption data and generates reports on frequency and causes of disruptions.
Given that sufficient historical disruption data is present in the integrated database, When the user requests a report on disruption frequency and causes, Then the system should generate and present a detailed report accurately reflecting the data.
Users receive alerts for any discrepancies observed during data integration.
Given the integration of historical disruption data is underway, When the system identifies a discrepancy such as format errors or missing data, Then the system should notify users immediately with details about the specific issue encountered.
Machine Learning Analytics
-
User Story
-
As a data analyst, I want machine learning algorithms to analyze historical disruption data so that I can uncover patterns that help predict and mitigate future supply chain issues.
-
Description
-
The Machine Learning Analytics requirement is to implement advanced machine learning algorithms that will analyze the integrated historical disruption data to identify patterns and anomalies. This capability will enable the Root Cause Identification feature to sift through large datasets and identify underlying causes of disruptions with high precision. It is essential for predictive capabilities, as it allows users to gain insights into potential future disruptions based on past data trends. Furthermore, the benefit of this requirement is to empower users with actionable intelligence, allowing them to proactively address issues before they escalate, thus enhancing the overall resilience and efficiency of their supply chain operations.
-
Acceptance Criteria
-
Machine Learning Model for Disruption Analysis
Given a set of historical disruption data and integrated machine learning algorithms, when the user triggers the Root Cause Identification feature, then the system must accurately identify and present at least 95% of the known disruption causes from the dataset within 5 seconds.
Actionable Insights Dashboard
Given that the machine learning algorithms have processed the disruption data, when the user accesses the insights dashboard, then the dashboard must display clear and actionable insights with a detection rate of anomalies exceeding 90% based on historical trends.
Predictive Alerting Mechanism
Given the identified patterns from historical data, when a new disruption occurs, then the system must generate a predictive alert with a lead time of at least 72 hours before the expected impact is felt, achieving a prediction accuracy of at least 85%.
Integration with Existing Systems
Given the deployment of the Machine Learning Analytics requirement, when the user integrates LogiStream with existing logistics systems, then the machine learning algorithms should seamlessly ingest data from at least three different systems without data loss or compatibility issues.
User Feedback on Root Cause Identification
Given the results provided by the Root Cause Identification feature, when users evaluate the accuracy of the identified root causes, then at least 80% of users should agree that the insights are relevant and actionable during a feedback survey conducted immediately after usage.
Performance Under High Load
Given the system is handling live data streams from multiple sources, when disruptions occur concurrently, then the machine learning algorithms must maintain performance, delivering results with under 3 seconds response time while processing at least 1,000 data points per second.
Continuous Learning Capability
Given that the machine learning algorithms are deployed, when new disruption data is added, then the system must automatically retrain models at least once a week, ensuring that predictive accuracy improves by at least 5% over the previous cycle.
Interactive Dashboard Visualization
-
User Story
-
As a supply chain manager, I want an interactive dashboard that visualizes disruption analysis results so that I can quickly identify root causes and make informed decisions about improving our supply chain processes.
-
Description
-
The Interactive Dashboard Visualization requirement is designed to create an intuitive and visually engaging dashboard that presents insights from the Root Cause Identification feature in a user-friendly manner. This dashboard will utilize data visualization techniques to highlight key findings, trends, and identified root causes associated with disruption events. By enhancing user experience through clear and actionable visual data presentations, this requirement is essential for facilitating quick decision-making processes for supply chain managers. It supports better comprehension of complex data, enabling users to easily digest critical insights at a glance, thereby enhancing operational efficiency and strategic planning.
-
Acceptance Criteria
-
As a supply chain manager reviewing operational data, I need to access the Interactive Dashboard Visualization to identify trends in past disruption events in order to make informed decisions about future strategies.
Given that the supply chain manager has logged into the LogiStream application, when they navigate to the Interactive Dashboard, then they should see an overview of disruption events displayed in graphical formats such as bar charts and line graphs.
As a logistics analyst, I want to filter disruption events by date and type so that I can focus on specific incidents and analyze their root causes effectively.
Given that the analyst is viewing the Interactive Dashboard, when they apply filters for date and type of disruption, then the displayed data should update to reflect only the selected criteria without any errors.
As a supply chain manager utilizing the Interactive Dashboard, I want to receive clear visual cues indicating the severity of disruptions so that I can prioritize which issues require immediate action.
Given that disruption events are represented on the dashboard, when a user views the dashboard, then all disruptions should be color-coded according to severity (e.g., red for high, yellow for medium, green for low).
As an operational strategist, I need to drill down into specific disruption events to understand their causes and impacts accurately.
Given a disruption event displayed on the dashboard, when the user clicks on the event, then a detailed view should appear, showing the root cause analysis, historical data, and potential solutions for that event.
As a supply chain manager, I want to compare effectiveness of previous disruption responses so I can refine future strategies.
Given multiple disruption events are shown on the Interactive Dashboard, when the user selects two or more events for comparison, then the dashboard should provide a side-by-side comparative analysis of response effectiveness and outcomes.
As a team leader, I want to export the visual insights from the Interactive Dashboard into a report format so that I can share findings with other stakeholders.
Given that the user has selected insights to export, when they click the export button, then the system should generate a downloadable report containing the selected visual data in a PDF format without loss of information.
Automated Reporting System
-
User Story
-
As a logistics supervisor, I want an automated reporting system that sends me regular insights on disruption causes so that I can stay informed and address issues proactively without manual checks.
-
Description
-
The Automated Reporting System requirement will provide the functionality to generate scheduled reports on root causes of past disruptions automatically. This system will allow users to receive insights and analysis without manually requesting them, thereby mitigating delays in decision-making and ensuring timely information dissemination. The automation of reporting processes contributes to operational efficiency and empowers users to stay informed about potential vulnerabilities in their supply chain without additional workload. As an integral part of the Root Cause Identification feature, this requirement enhances transparency and keeps stakeholders informed with consistent updates on performance metrics and trends.
-
Acceptance Criteria
-
Scheduled report generation for root cause analysis of past disruptions
Given a user has set up a reporting schedule, when the scheduled time is reached, then the system generates and distributes the report automatically to the designated recipients without manual intervention.
Content accuracy in automated reports
Given a set of disruptions occurred in the past month, when the report is generated, then the report must accurately reflect the identified root causes for those disruptions based on historical data.
User notification upon report generation
Given a user has subscribed to the automated reporting system, when the report is generated, then the user receives an email notification confirming that the report has been sent, including a summary of the content.
User customization for report frequency and format
Given a user accesses the reporting settings, when they customize the frequency and format of the report, then the system successfully saves these preferences and applies them to all future reports generated for that user.
System performance under load
Given multiple users are requesting reports simultaneously, when the reports are generated, then the system must complete the report generation process within 5 minutes without errors or delays.
Data privacy and security compliance
Given the automated reporting system generates reports containing sensitive data, when the report is accessed, then it must comply with data privacy regulations and restrict access only to authorized users.
User feedback mechanism for report improvement
Given a report is generated and received by the user, when they provide feedback on the content and format of the report, then the system allows for submission of this feedback for continuous improvement.
User Feedback Loop
-
User Story
-
As a user of the LogiStream platform, I want to provide feedback on the insights generated by the Root Cause Identification feature so that I can help improve the system and ensure it meets my needs effectively.
-
Description
-
The User Feedback Loop requirement will establish a mechanism for users to provide feedback on the insights generated by the Root Cause Identification feature. This feedback will be instrumental in refining the analytics models and understanding user satisfaction with the insights provided. By creating this loop, LogiStream can continuously improve its features based on user experience and needs, enhancing the relevance and accuracy of root cause analyses over time. Additionally, this requirement fosters a user-centric product development culture, ensuring that the solutions evolve to meet real-world challenges faced by supply chain managers.
-
Acceptance Criteria
-
User submits feedback after reviewing the insights generated by the Root Cause Identification feature.
Given a user has accessed the feedback form after reviewing insights, when the user provides their feedback and submits it, then the feedback should be recorded in the system and acknowledged with a confirmation message.
User receives a summary of their feedback on the collected insights.
Given a user has submitted feedback, when the user accesses their feedback history, then a summary of their submitted feedback should be retrievable, showing the details provided and the date submitted.
Admin reviews user feedback for actionable insights to improve the Root Cause Identification feature.
Given a set of user feedback has been collected, when the admin accesses the feedback analysis dashboard, then the admin should see categorized feedback trends and potential areas for improvement listed based on user responses.
User receives updates on changes made to the Root Cause Identification feature based on their feedback.
Given a user has submitted feedback, when the user logs into the system after updates have been made, then they should receive a notification detailing how their feedback contributed to specific improvements in the Root Cause Identification feature.
User is able to give feedback anonymously on the Root Cause Identification insights.
Given the user is on the feedback form, when the user selects the option to give feedback anonymously, then their feedback should be submitted without any identifiers linked to their account.
User rates the usefulness of insights provided by the Root Cause Identification feature on a scale of 1-5.
Given the user has accessed the insights, when the user provides a rating on the attached feedback form, then the rating should be saved in the system for analysis and reporting.
User can view FAQs and guidelines on providing effective feedback.
Given the user is on the feedback submission page, when the user clicks on the FAQs link, then a popup should display common questions and tips for providing useful feedback.
Collaborative Response Hub
The Collaborative Response Hub fosters communication between stakeholders by facilitating real-time discussions and information sharing related to predicted disruptions. This feature enhances team coordination and responsiveness, ensuring all parties can contribute to strategic adjustments swiftly.
Requirements
Real-time Communication Channels
-
User Story
-
As a logistics coordinator, I want a platform where I can communicate in real-time with my team and external partners so that I can quickly address and resolve potential disruptions to our supply chain.
-
Description
-
This requirement entails the establishment of real-time communication channels within the Collaborative Response Hub. These channels should support both text and voice communication, allowing stakeholders to discuss disruptions as they arise and share crucial information instantly. It will benefit teams by reducing response times through immediate access to relevant parties and fostering a culture of collaboration where all stakeholders feel empowered to contribute to discussion points. Integration with existing messaging applications and notifications systems should be implemented to ensure seamless conversations. This will enhance decision-making processes and improve overall responsiveness during disruptions.
-
Acceptance Criteria
-
Real-time communication for disruption handling in the Collaborative Response Hub during a logistics crisis.
Given that a disruption has been identified, when a stakeholder initiates a text communication in the Collaborative Response Hub, then all relevant parties should receive the message within 2 seconds.
Integration of voice communication within the Collaborative Response Hub during active discussions on disruptions.
Given a current disruption scenario, when a stakeholder initiates a voice call through the Collaborative Response Hub, then the call should connect within 5 seconds to all invited participants.
Utilization of existing messaging applications to enhance stakeholder communication during a logistics disruption.
Given that the Collaborative Response Hub is integrated with existing messaging applications, when a disruption occurs, then a notification should be sent through these applications to all stakeholders within 3 seconds.
Immediate access to relevant stakeholders in a time-sensitive communication situation.
Given a high-priority disruption, when a stakeholder posts a message in the Collaborative Response Hub, then the system should automatically tag and notify relevant stakeholders based on predefined roles and responsibilities within 2 seconds.
Effective collaboration and information sharing regarding predicted disruptions.
Given that multiple stakeholders are discussing a disruption through the Collaborative Response Hub, when new information is shared, then all stakeholders should receive an update notification within 2 seconds to ensure ongoing awareness.
Ensuring seamless conversations through the Collaborative Response Hub by enabling multi-channel communication.
Given that a stakeholder is using the Collaborative Response Hub, when they switch from text to voice communication, then the transition should occur without any noticeable delay or interruption, preserving the conversation context.
Document Sharing Capabilities
-
User Story
-
As a supply chain manager, I want to share important documents with my team instantly so that we can make better decisions and avoid miscommunication during disruptions.
-
Description
-
This requirement focuses on enabling document sharing capabilities within the Collaborative Response Hub, allowing stakeholders to upload and share critical documents related to predicted disruptions. These documents may include contracts, shipping manifests, and incident reports. By providing a centralized location for key documents, stakeholders can respond more effectively and make informed decisions. This feature will support both version control and access permissions to ensure that sensitive documents remain secure while accessible. Enhanced document management will enhance collaboration and maintain transparency among all involved parties.
-
Acceptance Criteria
-
Document Upload for Disruption Management by Stakeholders
Given a stakeholder has logged into the Collaborative Response Hub, when they upload a document related to a predicted disruption, then the document should be stored securely, accessible to authorized users, and version control should be applied to track any changes made.
Access Permissions for Sensitive Documents
Given a document uploaded to the Collaborative Response Hub, when a user attempts to access the document, then the system should verify user's access permissions and only allow access to users with appropriate permissions, ensuring document security.
Notification System for Document Sharing Updates
Given a document is uploaded or modified in the Collaborative Response Hub, when the action occurs, then all relevant stakeholders should receive a real-time notification about the document change to ensure they are updated promptly.
Version Control Functionality for Shared Documents
Given that a document has multiple versions uploaded, when a user reviews the document history, then they should see a list of all versions along with timestamps and the option to restore previous versions as needed.
Search Functionality for Quick Document Retrieval
Given a stakeholder is accessing the Collaborative Response Hub, when they enter a keyword related to a document in the search bar, then they should be able to find relevant documents quickly based on the search terms provided.
Audit Trail for Document Access and Modifications
Given that stakeholders are accessing and modifying documents, when these actions occur, then an audit trail should be created that logs the user, time, and type of action taken for accountability and tracking purposes.
User Training on Document Sharing and Management
Given a new stakeholder is onboarded to the Collaborative Response Hub, when they complete the training module, then they should demonstrate the ability to upload, access, and manage documents effectively as evidenced by a competency assessment.
Disruption Prediction Alerts
-
User Story
-
As an operations manager, I want to receive alerts about predicted disruptions in advance so that my team can prepare and take corrective actions to minimize impact.
-
Description
-
This requirement describes the implementation of disruption prediction alerts based on AI-driven analytics within the Collaborative Response Hub. These alerts will notify stakeholders of potential disruptions in real-time, based on predictive analytics from various data sources. Being informed ahead of time allows teams to strategize and implement preventive measures to mitigate impact. The alerts should be customizable, allowing users to set criteria based on their specific roles and responsibilities, ensuring that relevant information is received by the appropriate parties. This proactive approach is crucial for maintaining supply chain continuity.
-
Acceptance Criteria
-
Disruption Prediction Alerts are sent to users based on customized criteria set by stakeholders.
Given a stakeholder has set specific criteria for disruption alerts, when a predicted disruption occurs that meets those criteria, then the stakeholder should receive a real-time notification via email or in-app message.
Stakeholders can view the history of received disruption alerts.
Given a stakeholder is logged into the Collaborative Response Hub, when they navigate to the alerts history section, then they should see a complete log of all disruption alerts received, along with timestamps and details of the disruption.
Users can customize their disruption prediction alert settings.
Given a user has access to the settings menu, when they select the disruption alert preferences, then they should be able to set criteria such as alert type, priority level, and notification method (e.g., email, SMS).
Disruption predictions are generated using real-time data analytics from multiple sources.
Given the system has access to real-time data from relevant sources, when the predictive analytics model processes the data, then it should generate alerts for disruptions with at least 90% accuracy based on historical data patterns.
The system provides stakeholders with actionable insights along with disruption alerts.
Given a disruption alert has been generated, when the stakeholder views the alert, then the system should include actionable recommendations or steps to mitigate the disruption's impact.
Stakeholders collaborate on responses to disruption alerts via the platform.
Given a disruption alert is sent to relevant stakeholders, when they access the response hub, then they should be able to initiate a discussion thread related to the alert, allowing for real-time collaboration and input.
Feedback on the effectiveness of disruption prediction alerts is collected post-incident.
Given a disruption has occurred and alerts were sent, when the incident is resolved, then the system should prompt stakeholders to provide feedback on the alert's relevance and effectiveness in their response strategy.
Integrative Dashboard for Coordination
-
User Story
-
As a team leader, I want an overview dashboard that consolidates vital information and discussions so that I can stay updated and make quick decisions during disruptions.
-
Description
-
This requirement involves creating an integrative dashboard within the Collaborative Response Hub that aggregates key performance indicators related to disruptions, communication history, and shared documents. The dashboard should provide visual analytics and easy access to critical information at a glance, enabling stakeholders to monitor ongoing discussions and quickly assess the current state of operations. By offering an overview of both historical context and real-time updates, this dashboard will facilitate better coordination and informed decision-making across teams. The UI should be intuitive and customizable to cater to various user preferences and workflows.
-
Acceptance Criteria
-
Navigation and Access to Dashboard
Given a logged-in user, when they navigate to the Collaborative Response Hub, then the integrative dashboard should load within 2 seconds and display key performance indicators related to disruptions, communication history, and shared documents.
Visual Analytics Representation
Given the dashboard is loaded, when data on disruptions is available, then the dashboard should visually represent this data using graphs and charts that are clear and easy to interpret.
Customization of Dashboard View
Given a user has access to the dashboard, when they choose to customize their view, then they should be able to select which KPIs to display and rearrange the layout according to their preferences.
Real-time Updates on Disruptions
Given the dashboard is active, when a disruption is reported, then the dashboard should update within 1 minute to reflect the new information and notify all relevant stakeholders.
Historical Context Access
Given the dashboard is active, when a user requests historical data on previous disruptions, then the dashboard should provide an accessible and user-friendly interface to review these records.
Mobile Device Compatibility
Given a user accesses the dashboard from a mobile device, when they log in, then the dashboard should be fully functional and responsive, maintaining layout integrity and usability.
Stakeholder Communication Integration
Given the dashboard is in use, when team members communicate through the built-in chat feature, then all messages should appear in the communication history section of the dashboard in real-time.
Feedback Loop for Continuous Improvement
-
User Story
-
As a quality assurance manager, I want to share my feedback on how we handled disruptions so that we can continuously improve our response strategies in the future.
-
Description
-
This requirement is aimed at implementing a feedback loop system within the Collaborative Response Hub. After a disruption event, stakeholders should be able to provide feedback on the responses taken and communicate lessons learned. This process will gather valuable insights to assess what worked well and what could be improved for future disruptions. Implementing this feedback mechanism allows for iterative enhancements of the hub's capabilities and the overall response strategies, creating a culture of continuous improvement. Data analytics will be conducted to identify trends and make informed adjustments going forward.
-
Acceptance Criteria
-
Stakeholders provide feedback after a disruption event in the Collaborative Response Hub.
Given a disruption event occurs, when stakeholders access the feedback form in the Collaborative Response Hub, then they must be able to submit their feedback on responses taken, and communicate lessons learned successfully.
Analysis of feedback submissions to identify trends and improvement areas.
Given stakeholders have submitted feedback after a disruption, when the feedback is analyzed, then a report detailing trends and actionable insights should be generated within 14 days of the event.
Ability to respond to feedback with action items for future improvements.
Given the feedback has been summarized and reviewed, when stakeholders discuss the action items in a follow-up meeting, then at least three actionable strategies for continuous improvement should be documented and assigned to relevant teams.
Integration of feedback insights into the response strategy.
Given a new disruption has occurred, when the response strategy is formulated, then it should incorporate lessons learned from past feedback submissions with at least two specific examples highlighted.
User interface for submitting feedback is intuitive and accessible.
Given a stakeholder attempts to submit feedback, when they open the feedback form, then the form should be user-friendly, with clear instructions and fields that prevent submission errors.
Timely notifications to stakeholders for feedback opportunities.
Given a disruption event has been resolved, when stakeholders log into the Collaborative Response Hub, then they should receive a prompt or notification within 24 hours to provide their feedback on the event.
Collecting quantitative data points from feedback for performance improvement.
Given stakeholders submit quantitative feedback along with qualitative comments, when this data is collected, then it should include at least three measurable performance indicators to track effectiveness of response adjustments.
Automated Response Guidelines
The Automated Response Guidelines feature formulates tailored action plans based on predicted disruption alerts. By suggesting predefined responses and strategies, this automation empowers users to act decisively and efficiently, thus minimizing disruptions and streamlining logistics processes.
Requirements
Dynamic Disruption Alerts
-
User Story
-
As a logistics manager, I want to receive dynamic disruption alerts so that I can take prompt action to minimize delays and maintain operational efficiency.
-
Description
-
This requirement entails the capability of the system to generate dynamic alerts based on real-time data analytics that predict potential disruptions in the logistics process. These alerts will be tailored to specific logistics scenarios and will help users to immediately understand the nature of the disruption and its possible impact. Implementing this feature is crucial for minimizing response times and enhancing decision-making, allowing for proactive measures rather than reactive ones. It will deepen the integration with existing tracking systems and predictive analytics tools, ensuring that users receive timely, actionable information.
-
Acceptance Criteria
-
Dynamic disruption alerts are triggered in response to a significant delay detected in cargo delivery, affecting multiple shipping routes and requiring immediate user attention.
Given that a delay of more than 1 hour is detected in cargo delivery, when the alert is generated, then the user receives a notification containing the nature of the disruption, its impact, and recommended actions to mitigate the delay.
User receives multiple alerts for different types of disruptions, all occurring simultaneously within the logistics network, requiring prioritization and quick decision-making.
Given that multiple disruption alerts are triggered at the same time, when the user accesses the dashboard, then they are presented with a ranked list based on severity and impact, allowing for prioritized response actions.
A user is monitoring cargo status in the LogiStream dashboard and needs information on any potential disruptions that could affect their delivery timelines.
Given that the user is viewing the cargo status dashboard, when they look for disruption alerts, then they can see real-time dynamically generated alerts detailing potential disruptions that could affect their delivery timelines, including predictive analytics insights.
The system automatically adjusts alert thresholds based on historical data of disruption frequency, enhancing accuracy in notifying users.
Given that the system has access to historical disruption data, when a pattern of recurring issues is identified, then the system recalibrates the alert thresholds, reducing false positives while maintaining timely notifications for real threats.
In the context of international shipping, a disruption alert is generated due to adverse weather conditions impacting a specific region.
Given that severe weather conditions are forecasted in a shipping area, when a disruption alert is generated, then the user receives appropriate notifications detailing the affected routes, estimated delays, and alternative routing options.
Users are required to acknowledge disruption alerts to ensure accountability in addressing the issue directly.
Given that a disruption alert is generated, when the user receives the notification, then the system should prompt the user for acknowledgment and log the response for accountability tracking.
A disruption alert generates a recommended response plan for the user based on the nature of the disruption identified.
Given that a specific disruption alert is triggered, when the user views the alert, then a tailored action plan is provided that outlines the immediate steps required to address the disruption effectively.
Predefined Response Strategies
-
User Story
-
As a logistics coordinator, I want predefined response strategies to be suggested based on disruption alerts, so that I can quickly implement the best actions to address the issue without overthinking my response.
-
Description
-
The Predefined Response Strategies requirement focuses on creating a comprehensive library of response options that can be suggested in real-time based on the alerts received. This library will include various scenarios and the recommended actions that users can take to mitigate risks. By integrating this functionality, the system will not only alert users to potential disruptions, but also provide them with actionable solutions that can be implemented swiftly. This capability will help streamline operations, reduce downtime, and optimize resource management within logistics processes.
-
Acceptance Criteria
-
User receives a predicted disruption alert due to a severe weather event impacting cargo delivery schedules.
Given a predicted disruption alert, when the user accesses the Automated Response Guidelines feature, then the system should display a list of predefined response strategies relevant to the severe weather scenario.
A logistics manager wants to optimize resource management in the event of a transport strike alert for a major delivery route.
Given a transport strike alert, when the logistics manager views the response strategies, then the system should suggest at least three actionable strategies to mitigate the impact of the strike.
A warehouse supervisor is responding to a sudden delay notification for a shipment from a key supplier and needs instant strategies to act upon.
Given a delay notification, when the warehouse supervisor clicks on the suggested actions, then the system should list immediate actions that can be taken, with their expected impact and urgency levels.
A supply chain analyst needs to quickly evaluate the impact of a production issue at a supplier facility on the overall supply chain efficiency.
Given a production issue alert, when the supply chain analyst accesses the predefined response library, then the system should provide relevant strategies including risk assessments for alternative sourcing options.
A logistics coordinator is preparing for potential disruptions due to a national holiday affecting trucking capacities.
Given a national holiday alert, when the logistics coordinator reviews automated responses, then the system should recommend adaptive strategies for rerouting and rescheduling deliveries based on historical data.
An operations team is facing increased costs due to unexpected fuel price hikes and requires immediate response strategies.
Given the alert for fuel price increases, when the operations team accesses the response guidelines, then the system should present cost-reduction strategies along with their potential implications.
A transportation lead needs to decide on shipping methods after a freight availability alert is triggered.
Given a freight availability alert, when the transportation lead accesses the response strategies, then the system should provide multiple shipping method alternatives along with cost and time estimates for each option.
Comprehensive User Dashboard
-
User Story
-
As a logistics operator, I want a comprehensive user dashboard that displays all relevant disruption alerts and responses, so that I can easily monitor and manage the operational workflow efficiently.
-
Description
-
This requirement involves the development of a user-friendly dashboard that centralizes all relevant information regarding disruption alerts and suggested responses. The dashboard will display real-time alerts, predefined action plans, and historical data regarding previous disruptions and their outcomes. Its design will prioritize usability and facilitate informed decision-making, ultimately enabling users to visualize their operations' status and the impact of potential disruptions. Integrating this dashboard within the LogiStream ecosystem will enhance user engagement and overall operational efficiencies.
-
Acceptance Criteria
-
User accesses the dashboard to view real-time disruption alerts and predefined action plans during a logistics crisis.
Given the user is logged into their LogiStream account, when they navigate to the Comprehensive User Dashboard, then they should see real-time disruption alerts prominently displayed, along with suggested predefined action plans relevant to those alerts.
User can retrieve historical data regarding past disruptions and outcomes from the dashboard.
Given the user is on the Comprehensive User Dashboard, when they select the historical disruptions tab, then they should be able to view a list of previous disruptions, including their outcomes and the actions taken.
User customizes their dashboard settings to prioritize specific alerts and suggestions based on their logistics operations.
Given the user is on the settings page of the dashboard, when they adjust their preferences for alerts and action plans, then those settings should be saved and reflected in the dashboard displaying prioritized information.
User receives notifications in real-time when a new disruption alert is generated.
Given the Comprehensive User Dashboard is active, when a new disruption alert is triggered, then the user should receive an instant notification on the dashboard and through the associated application.
User evaluates the effectiveness of predefined responses after a disruption has occurred.
Given the user has access to the disruption outcomes feature, when they select a previous disruption event, then they should be able to see the effectiveness rating of the predefined responses used for that event.
User's interaction with the dashboard leads to faster response times to disruptions.
Given the user is monitoring logged disruption alerts on the dashboard, when a disruption occurs, then the time taken from alert reception to action initiation should be recorded and analyzed to ensure a reduction in response time compared to previous metrics.
User can access the dashboard from mobile devices for on-the-go monitoring.
Given the user is using a mobile device, when they attempt to access the Comprehensive User Dashboard, then the dashboard should be fully responsive and display all relevant information without functional loss or decreased usability.
Continuous Learning Mechanism
The Continuous Learning Mechanism analyzes the effectiveness of responses to past disruptions and feeds insights back into the predictive model. This feature enhances the accuracy of future predictions, ensuring that supply chain strategists are equipped with progressively smarter analytics to manage challenges.
Requirements
Data Input Integration
-
User Story
-
As a supply chain analyst, I want the Continuous Learning Mechanism to integrate with various data sources so that I can ensure comprehensive data analysis for improved future predictions.
-
Description
-
The Data Input Integration requirement focuses on the seamless assimilation of various data sources into the Continuous Learning Mechanism. This includes real-time data from logistics activities, past disruption records, and external factors affecting the supply chain. By ensuring that diverse data inputs are collected consistently, this requirement enhances the mechanism's ability to analyze and learn from disruptions effectively. The successful implementation of this requirement is crucial for providing the predictive model with comprehensive data, leading to improved accuracy in future predictions and better decision-making for supply chain strategists.
-
Acceptance Criteria
-
Data sources from various logistics activities are integrated into the Continuous Learning Mechanism.
Given that multiple data sources are available, when the data inputs are processed by the Continuous Learning Mechanism, then the system should successfully assimilate at least 95% of the incoming data without errors.
Integration of past disruption records into the Continuous Learning Mechanism is achieved without data loss.
Given that past disruption records are available, when these records are integrated into the Continuous Learning Mechanism, then the system should accurately retain and utilize 100% of the disruption records for future analysis.
External factors affecting the supply chain are included in the data integration process.
Given that external factors are identified, when the Continuous Learning Mechanism processes data inputs, then it should include at least 80% of relevant external factors that impact supply chain operations.
Cross-system compatibility for data input is established and tested.
Given that the system is designed for integration, when data from different logistics systems is inputted into the Continuous Learning Mechanism, then the mechanism should correctly interpret and incorporate data formats from at least three different external systems.
Real-time data from logistics activities is integrated into the Continuous Learning Mechanism with minimal latency.
Given that real-time logistics data is available, when it is entered into the Continuous Learning Mechanism, then the data should reflect the most current information with a latency of no more than 2 minutes.
Feedback Loop Mechanism
-
User Story
-
As a logistics manager, I want to receive insights from past disruption responses so that I can adapt strategies based on historical performance and improve future outcomes.
-
Description
-
The Feedback Loop Mechanism requirement entails the development of a structured system for capturing and analyzing feedback from supply chain disruptions. This requirement ensures that the insights learned from past events are fed back into the predictive model. With this mechanism in place, the system can continuously refine its predictions based on real-world outcomes. The implementation of this feedback loop is vital for ensuring the system becomes increasingly efficient and adaptable, ultimately leading to enhanced accuracy of predictions and a proactive approach to supply chain management.
-
Acceptance Criteria
-
Capture Feedback from Supply Chain Disruptions
Given a supply chain disruption has occurred, when the feedback loop mechanism is engaged, then the system must successfully capture feedback detailing the nature of the disruption and the response taken.
Feedback Analysis for Predictive Model Enhancement
Given captured feedback, when the feedback analysis process is initiated, then the system will analyze past disruptions and generate insights that improve the predictive model's accuracy by at least 20%.
Integration of Insights into Predictive Model
Given insights from analyzed feedback, when these insights are integrated into the predictive model, then the model must demonstrate an improvement in predictive accuracy during back-testing with at least 90% success rate on past disruptions.
Real-time Monitoring of Feedback Loop Performance
Given the feedback loop mechanism is operational, when performance metrics are accessed, then the dashboard must display real-time analytics showing the effectiveness of the feedback loop in enhancing prediction accuracy over time.
User Notification of Model Updates
Given updates to the predictive model based on feedback, when the model is updated, then the system must send a notification to all relevant supply chain strategists detailing the changes and expected impacts on prediction accuracy.
Comprehensive Reporting on Feedback Loop Outcomes
Given a set period of operation for the feedback loop mechanism, when a performance report is generated, then the report must include detailed statistics on disruptions, responses, and subsequent model predictions, demonstrating measurable improvements in efficiency.
Predictive Model Optimization
-
User Story
-
As a data scientist, I want to optimize the predictive model so that it adapts to changing logistics patterns and improves accuracy in forecasting.
-
Description
-
The Predictive Model Optimization requirement aims to refine the algorithms used within the Continuous Learning Mechanism. This involves analyzing performance metrics and adjusting parameters to enhance the model's predictions based on historic performance and ongoing disruptions. The optimization process is integral in ensuring that the model evolves with changing logistics dynamics, thereby maintaining its relevance and accuracy in a fast-paced environment. A well-optimized predictive model will not only improve immediate forecasting but also enhance long-term strategic planning for supply chain operations.
-
Acceptance Criteria
-
Predictive model adjustment after the identification of a logistics disruption.
Given a documented disruption in the supply chain, when the Continuous Learning Mechanism analyzes historical data and parameters, then the predictive model should adjust its algorithms to factor in the latest disruption and show a measurable improvement in predictive accuracy within the next forecasting cycle.
Validation of model performance metrics against historical data.
Given a set of historical performance metrics, when the Continuous Learning Mechanism processes this data against the current predictive model, then the enhanced model should demonstrate at least a 15% increase in predictive accuracy based on those metrics.
Integration of feedback loop into the Continuous Learning Mechanism.
Given that disruptive events have occurred, when analytics and feedback are fed back into the predictive model, then the system must document the changes in parameter settings and show corresponding adjustments in output predictions in real-time.
User satisfaction with predictive analytics improvements.
Given a group of supply chain strategists after implementing predictive model optimizations, when they interact with the updated model, then at least 80% of users should report a positive enhancement in the accuracy and usability of the forecasting tools.
Performance comparison before and after optimization.
Given performance data of the predictive model prior to optimization, when the model is optimized and re-evaluated, then there should be a documented improvement in forecasting precision that meets or exceeds the established KPI benchmarks.
Monitoring and reporting of algorithm changes over time.
Given the ongoing evolution of the predictive model, when the Continuous Learning Mechanism executes, then a log of all algorithm adjustments must be maintained and accessible to the analytics team for review and assessment.
Predictive model effectiveness in a diverse range of disruption scenarios.
Given multiple types of supply chain disruptions, when tested against the optimized predictive model, then the model must demonstrate an overall accuracy of predictions that is consistently above 85% across at least five different disruption scenarios.
User Dashboard Insights
-
User Story
-
As a supply chain strategist, I want to see real-time insights on the dashboard so that I can make informed decisions quickly based on accurate analytics.
-
Description
-
The User Dashboard Insights requirement focuses on delivering users actionable insights derived from the Continuous Learning Mechanism via an intuitive dashboard interface. This feature must visualize the data effectively, presenting trends, predictive outcomes, and recommendations in a user-friendly format. The goal of this requirement is to facilitate better decision-making for users by making complex data accessible and understandable. Thus, it supports the overall mission of LogiStream by enhancing user experience and empowering strategists with clear and actionable information from predictive analytics.
-
Acceptance Criteria
-
User accesses the dashboard after completing a major supply chain disruption event and seeks insights on performance recovery and future expectations.
Given the user has completed the disruption recovery process, when they access the dashboard, then the system should present a summary of the recovery performance, including metrics on delivery times and operational costs, clearly visualized over time.
A user interacts with the dashboard to receive predictive insights for an upcoming peak shipping season based on historical data analytics.
Given the user has a logged history of the previous year’s operational data, when they request predictive insights for the upcoming peak season, then the dashboard should provide a forecast that includes anticipated disruptions and recommended actions.
The user wants to visually identify trends in cargo delivery over the last six months to enhance strategic decision-making.
Given the user accesses the trend analysis section of the dashboard, when they select the last six months as a period, then the dashboard should display a clear visual representation of the delivery trends, including average delivery times and on-time percentages.
Users need to obtain actionable recommendations based on current predictive analytics to improve their logistical strategies.
Given that predictive analytics have been processed, when the user navigates to the recommendations section of the dashboard, then the system should present at least three actionable recommendations based on the analytics derived from the Continuous Learning Mechanism.
A user discovers discrepancies in past data and wants to give feedback to improve the learning mechanism.
Given the user identifies a discrepancy in the data visualized on the dashboard, when they submit feedback about the discrepancy, then the system should log the feedback accurately and provide confirmation to the user that it has been received for future analysis.
The user is interested in how past decisions impacted supply chain performance, using insights from the dashboard.
Given the user selects a past decision from a list provided on the dashboard, when they view the insights related to that decision, then the dashboard should display impact metrics, including operational costs, delivery times, and customer satisfaction scores as a result of that decision.
Scenario Simulation Feature
-
User Story
-
As a logistics coordinator, I want to simulate different disruption scenarios so that I can evaluate response strategies and prepare for potential challenges.
-
Description
-
The Scenario Simulation Feature requirement involves creating a tool that allows users to simulate various disruption scenarios within the Continuous Learning Mechanism. This tool will enable users to understand potential impacts, assess response strategies, and evaluate the effectiveness of past actions in a virtual environment. By allowing users to anticipate challenges and explore different responses, this feature enhances the learning aspect of the mechanism and supports better preparedness in real-world situations. Implementation of this feature is fundamental for proactive management in the supply chain landscape.
-
Acceptance Criteria
-
User Simulation of Supply Chain Disruptions
Given a user with access to the Scenario Simulation Feature, when they select a specific disruption type and input relevant parameters, then the simulation should generate accurate predictions and visualizations of impacts on the supply chain within 2 minutes.
Analysis of Historical Data
When a user initiates the simulation using historical data of past disruptions, the system should allow the user to view a comparative analysis of predicted outcomes versus actual outcomes from previous disruptions, demonstrating at least an 85% accuracy rate.
User Feedback Collection
After conducting a simulation, the system must prompt the user to provide feedback on the simulation experience, and at least 90% of feedback responses should indicate the simulations were useful for understanding disruption impacts.
Response Strategy Assessment
When a user evaluates different response strategies within the simulation tool, the tool should provide a ranking of strategies based on predicted effectiveness, enabling users to identify at least one optimal strategy to manage the disruption.
Comprehensive Reporting Functionality
Upon completion of a simulation, the user should be able to generate a comprehensive report detailing the scenario, recorded responses, and predicted impacts, with the option to export the report in PDF format within 30 seconds after completion.
Integration with Real-Time Data
When a user runs a simulation using real-time data inputs, the system should update and adjust the simulation results dynamically, reflecting live changes in supply chain variables and providing alerts if disruptions occur during the simulation.
Cost Forecasting Model
The Cost Forecasting Model uses advanced algorithms to predict future expenses based on historical data and market trends. This feature empowers cost-savvy analysts with accurate forecasts, enabling them to budget more effectively and allocate resources wisely, thus minimizing unexpected financial shortfalls and optimizing planning efforts.
Requirements
Historical Data Integration
-
User Story
-
As a financial analyst, I want the Cost Forecasting Model to automatically pull historical data so that I can make more accurate financial predictions and optimize my budgeting processes.
-
Description
-
This requirement focuses on the seamless integration of historical financial data into the Cost Forecasting Model. By aggregating past expense data, the model will apply advanced algorithms to refine its predictions for future costs. This integration is crucial as it enables accurate trend analysis and enhances the predictive power of the model. Without proper historical data incorporation, the forecasts could misrepresent future expenses, leading to budgeting issues. This requirement ensures that financial analysts have access to comprehensive datasets for enhanced decision-making and financial planning.
-
Acceptance Criteria
-
Historical Data Upload and Processing
Given a set of historical financial data files in the required format, when the user uploads the files to the Cost Forecasting Model, then the system processes the data without errors and integrates it into the model.
Data Accuracy and Validation
Given the integrated historical data, when the user reviews the processed data in the Cost Forecasting Model, then the system displays the data accurately, matching the original uploaded records with at least 95% accuracy.
Predictive Model Adjustment
Given the historical data has been successfully integrated, when the cost forecasting model runs its algorithms, then it generates updated forecasts that reflect historical trends, with less than 10% variance from actual expenses over the past year.
User Access and Permissions
Given user roles defined for the Cost Forecasting Model, when a financial analyst attempts to access the historical data, then the system grants access only to authorized users as per their defined roles.
Reporting and Insights Generation
Given the historical data has been successfully integrated, when the user requests a cost forecasting report, then the system generates a report that includes key insights and predictive analytics based on the integrated data.
Error Handling during Integration
Given a malformed historical data file uploaded, when the user attempts to integrate the data, then the system displays a clear error message indicating the nature of the issue and suggests corrective actions.
Integration Performance Metrics
Given a standard set of historical data for integration, when the user initiates the data upload, then the integration process completes within 5 minutes for files less than 10MB, and the system logs the performance metrics accurately for review.
Market Trend Analysis
-
User Story
-
As a budget manager, I want the Cost Forecasting Model to consider current market trends so that I can forecast costs more accurately and ensure we stay within budget during fluctuations.
-
Description
-
This requirement entails implementing an algorithm that analyzes current market trends alongside historical data to enhance the Cost Forecasting Model’s accuracy. By examining variables such as supply chain disruptions or price fluctuations, the model can adjust its forecasts accordingly. This dynamic analytical capacity is pivotal for timely financial planning and risk assessment, allowing organizations to proactively manage their budgets against an unpredictable market. The inclusion of market trend analysis transforms the Cost Forecasting Model into a more responsive tool that adapts to the financial landscape.
-
Acceptance Criteria
-
User navigates to the Cost Forecasting Model feature and inputs data regarding historical spending and current market conditions.
Given the user has accessed the Cost Forecasting Model, when they input relevant historical expense data and select current market variables, then the system should output a cost forecast that includes at least a 90% accuracy rate as compared to past trends.
Analysts utilize the Cost Forecasting Model to generate a report after inputting the latest data on market trends and historical costs.
Given analysts have inputted current market trends and historical expense data, when they run the forecasting report, then the report must include predictive analytics based on at least three variables and present results within 5 minutes.
The Cost Forecasting Model is used during a budget planning meeting to project future expenses based on current data.
Given that a budget planning meeting is in session, when the Cost Forecasting Model is accessed, then it should display all expense forecasts enabled by the latest data in an understandable format for presentation to stakeholders.
During a financial review, discrepancies in forecasts are detected by a user using the analysis feature.
Given the user identifies discrepancies in cost forecasts versus actual spending, when they request an analysis, then the model must showcase a detailed report explaining variances with underlying factors identified.
The Cost Forecasting Model is expected to adapt to sudden market changes affecting costs, such as supply shortages or sudden demand increases.
Given a significant change in market data (like a supply chain disruption is reported), when the data is refreshed in the Cost Forecasting Model, then the forecasts should update in real-time, reflecting new projections within 10 minutes.
Users require a historical comparison of past forecasts against actual outcomes to evaluate model performance.
Given that users select the historical comparison feature, when they request to view past data, then the system must provide a comprehensive overview comparing forecasted expenses against actual expenses for the past three fiscal periods.
Feedback from users is collected after they use the Cost Forecasting Model for practical applications in their business processes.
Given that users have interacted with the Cost Forecasting Model, when they submit feedback through the interface, then at least 75% of the users should report satisfaction with the model's insights and accuracy for effective budgeting decisions.
User-Friendly Dashboard
-
User Story
-
As a project manager, I want a user-friendly dashboard for the Cost Forecasting Model so that I can easily visualize financial data and communicate insights to my team without confusion.
-
Description
-
This requirement emphasizes the development of an intuitive dashboard for the Cost Forecasting Model that aggregates key metrics and predictions in a user-friendly manner. The dashboard will display visual representations of cost forecasts, historical comparisons, and trend analysis. By providing a clear and accessible interface, the dashboard enhances user experience and ensures that stakeholders can quickly interpret data and insights. An effective dashboard will facilitate better communication among team members and allow for quicker decision-making based on the visualized data.
-
Acceptance Criteria
-
User accesses the Cost Forecasting Model dashboard to review current cost predictions before a budgeting meeting.
Given that the user is on the dashboard, when they select the 'Current Forecasts' tab, then they should see a summary of cost predictions displayed visually in graphs and charts for easy comprehension.
Analyst compares historical cost data with current forecasts on the dashboard to identify trends.
Given that the analyst is viewing the dashboard, when they select 'Historical Comparisons', then they should be presented with a side-by-side comparison of historical and forecasted costs, enabling insights into cost trends.
A team member needs to present findings from the dashboard during a strategic meeting with stakeholders.
Given that the team member is preparing for the meeting, when they generate a report from the dashboard, then the report should include key metrics, visualizations, and insights that can be easily exported for presentation purposes.
The user attempts to use the dashboard on a mobile device to check cost forecasts while traveling.
Given that the user accesses the dashboard on a mobile device, when the dashboard loads, then it should be fully responsive and display all key metrics and visualizations clearly and accessibly without loss of functionality.
Users want to filter cost forecasts by specific time periods on the dashboard.
Given that the user is interacting with the dashboard, when they apply a filter to view forecasts for a selected quarter, then the dashboard should refresh to display only the relevant data for that period without errors or delays.
The dashboard needs to indicate the currency used for the cost forecast data to avoid confusion for global users.
Given that the user is on the dashboard, when they view the cost forecast metrics, then the currency denomination should be clearly labeled next to the monetary values displayed throughout the dashboard.
Automated Alerts for Cost Variances
-
User Story
-
As a financial controller, I want to receive automated alerts for cost variances in the Cost Forecasting Model so that I can take prompt action when real expenses exceed our forecasts.
-
Description
-
This requirement introduces an automated alert system that notifies users when actual costs deviate significantly from forecasts. By establishing variance thresholds, the system will proactively inform users about potential budgeting issues, allowing timely corrective actions. This feature is vital for maintaining budgetary control and ensuring that financial analysts are aware of and can respond to unexpected financial changes. Automating this process will reduce manual monitoring efforts and enhance the responsiveness of financial oversight.
-
Acceptance Criteria
-
Automated Alerts for Cost Variances: When a user configures variance thresholds in the Cost Forecasting Model, the system should automatically monitor their actual costs against the forecasted values.
Given a user has set variance thresholds for cost forecasting, When actual costs exceed these thresholds, Then an automated alert should be sent to the designated users via email and in-app notification within 5 minutes.
Threshold Customization: Users need the ability to customize the variance thresholds according to departmental needs, allowing for different alert settings based on varying financial situations.
Given a user has administrator access, When they navigate to the threshold settings page, Then they should be able to set, modify, and save specific variance thresholds for different cost categories without system errors.
Alert Frequency Management: Users require control over the frequency of alerts to avoid notification fatigue, allowing them to choose whether they want instant, daily, or weekly updates.
Given a user is within the alert configurations section, When they select a frequency option for receiving alerts, Then the system should update their preferences, which will be effective for all future alerts sent out.
Historical Cost Trends Review: Users need the ability to review historical cost data alongside forecasted values for better analysis and decision-making.
Given a user is analyzing cost forecasts, When they access the historical data view, Then they should see a comparative visualization of historical actual costs versus forecasted costs over time, accurately reflecting up to 12 months of data.
Audit Log Tracking: Financial auditors require a log of all alerts triggered concerning cost variances for accountability and compliance purposes.
Given the automated alert system is activated, When alerts are triggered, Then the system should log each instance with a timestamp, user details, and the specific financial variances, accessible for audits at any time.
Scenario Planning Capability
-
User Story
-
As a strategic planner, I want to use scenario planning tools in the Cost Forecasting Model so that I can simulate various financial scenarios and better prepare for potential budget impacts.
-
Description
-
This requirement outlines the integration of scenario planning tools within the Cost Forecasting Model. Users will have the ability to create 'what-if' scenarios to simulate various financial outcomes based on different variables or assumptions. This capability allows organizations to prepare for potential financial challenges and strategize accordingly. The scenario planning feature will enhance the robustness of the Cost Forecasting Model by providing analysts with valuable insights into the financial impacts of different strategic choices, thereby facilitating more informed decision-making.
-
Acceptance Criteria
-
User Scenario for Creating What-If Scenarios in Cost Forecasting Model
Given a user with access to the Cost Forecasting Model, when they select the option to create a new 'what-if' scenario, then they should be able to input variables and assumptions to simulate various financial outcomes and save the scenario for future analysis.
User Scenario for Running and Analyzing What-If Scenarios
Given an already created 'what-if' scenario, when the user executes the simulation, then the system should provide a detailed report of the potential financial outcomes, including graphs and historical comparisons, within three minutes.
User Scenario for Reviewing Historical Financial Data
Given a user creating a 'what-if' scenario, when they access historical financial data, then they should see a user-friendly interface that displays relevant metrics and trends that can be factored into their scenario planning.
User Scenario for Sharing What-If Scenario Results with Stakeholders
Given that a user has completed a 'what-if' scenario analysis, when they choose to export the results, then the system should generate a comprehensive report in PDF format that can be easily shared with stakeholders.
User Scenario for Modifying Existing What-If Scenarios
Given a user accessing a saved 'what-if' scenario, when they choose to edit the input variables, then the system should allow them to make changes and re-run the simulation while keeping a version history of modifications.
User Scenario for Deleting Unused What-If Scenarios
Given a user viewing their list of saved 'what-if' scenarios, when they select an unused scenario and confirm deletion, then the system should remove the scenario permanently and notify the user of successful deletion.
User Scenario for Getting Help with Scenario Planning Tools
Given a user who is unfamiliar with the scenario planning tools, when they access the help section, then the system should provide interactive tutorials and FAQs specifically about creating and analyzing 'what-if' scenarios.
Savings Opportunity Identifier
The Savings Opportunity Identifier scans through all financial data and highlights areas where costs can be reduced, such as identifying underutilized resources or unnecessary expenses. This feature allows users to quickly pinpoint potential savings, enhancing their ability to make informed, strategic decisions to cut costs without compromising quality or service.
Requirements
AI-Powered Data Analysis
-
User Story
-
As a financial analyst, I want the software to analyze costs automatically so that I can easily identify opportunities for saving and optimize our resource utilization efficiently.
-
Description
-
The AI-Powered Data Analysis requirement involves creating algorithms that automatically analyze financial data and identify trends, variances, and opportunities for cost reduction. By implementing advanced machine learning techniques, this functionality aims to deliver precise insights into spending patterns, facilitate the detection of unnecessary expenses, and highlight underutilized resources. This capability will allow users to uncover hidden savings opportunities rapidly, empowering them to take strategic actions that can lead to significant cost reductions. The successful integration of this requirement within LogiStream will enhance the overall value of the software, contributing to better financial management and operational efficiency.
-
Acceptance Criteria
-
AI-Powered Data Analysis for Cost Reduction Identification
Given financial data is uploaded to LogiStream, when the AI algorithms analyze the data, then they should identify at least three areas for potential cost reduction within one minute of analysis.
Alerts for Underutilized Resources
Given the identification of underutilized resources, when the system generates alerts, then users must receive notifications within the application and via email about the identified resources within five minutes.
Variance Reporting for Spending Patterns
Given the AI-Powered Data Analysis has identified spending trends, when users request a variance report, then the report should be generated and available for viewing in under 30 seconds, displaying at least five significant variances.
User Interface for Insights Display
Given insights on cost savings are generated, when users navigate to the insights dashboard, then they must see an intuitive layout that presents at least three actionable insights clearly and concisely on the screen.
Performance Metrics for AI Analysis
Given the implementation of AI algorithms, when users analyze performance metrics, then the system should display metrics indicating at least 90% accuracy in identifying relevant spending patterns and trends after one month of usage.
Feedback Loop for Continuous Improvement
Given users provide feedback on the AI-generated insights, when a user submits feedback, then the system should update its algorithms based on this feedback within a two-week timeframe, ensuring ongoing improvement.
Customizable Reporting Dashboards
-
User Story
-
As a logistics manager, I want to customize my dashboard to focus on metrics that matter most to my cost-saving strategies so that I can make personalized, data-driven decisions for better operational efficiency.
-
Description
-
The Customizable Reporting Dashboards requirement entails the development of dynamic reporting capabilities that allow users to tailor their dashboards according to specific metrics and KPIs related to cost savings and resource utilization. This requirement focuses on providing a user-friendly interface where users can select metrics, visualize data, and generate reports that reflect their unique needs and business goals. Users will benefit from having personalized insights delivered right to their dashboards, leading to better-informed decision-making and enhancing the overall user experience in managing expenditures and optimizing resources. This customization aspect is vital as it aligns with users' specific objectives while using LogiStream.
-
Acceptance Criteria
-
User selects metrics related to cost savings from a list and adds them to their dashboard.
Given the user is on the customizable reporting dashboard page, when they select cost savings metrics and add them to the dashboard, then those metrics should be displayed accurately with the correct values.
User modifies the dashboard layout and saves the changes for future reference.
Given the user has customized their dashboard, when they save the layout, then the dashboard should retain the new layout upon the next login session.
User generates a report based on selected metrics and views it in a PDF format.
Given the user has selected metrics for reporting, when they generate the report, then a PDF should be created that reflects the selected metrics accurately and is downloadable.
User wants to refresh the data displayed in the dashboard to ensure it is up-to-date.
Given the user is viewing their saved dashboard, when they click the refresh button, then the dashboard data should be updated to display the latest information.
User changes their dashboard settings from a default view to a personalized view containing specific KPIs.
Given the user is on the settings menu, when they switch from default to personalized view, then the dashboard should display only the selected KPIs as per user preference.
User filters dashboard data by date range to analyze expenditures over the last month.
Given the user is viewing the dashboard, when they apply a date filter, then the data displayed should reflect only the records within the specified date range.
User shares their customized dashboard with another team member for collaboration.
Given the user has completed their dashboard customization, when they click the share button and enter another user’s email, then that user should receive an email with access to the customized dashboard.
Alerts for Savings Opportunities
-
User Story
-
As a budget officer, I want to receive alerts when the system identifies potential savings so that I can act promptly and leverage these opportunities without delay.
-
Description
-
The Alerts for Savings Opportunities requirement involves developing a real-time alert system that notifies users when the software detects a potential cost-saving opportunity or identifies an area with underutilized resources. This functionality will keep users informed without requiring constant manual checks, saving time and allowing for prompt action when necessary. These alerts can be set based on user-defined thresholds and parameters, ensuring that relevant notifications are both actionable and timely. By implementing this requirement, LogiStream will enhance its proactive approach to cost management, facilitating quicker decision-making and fostering a culture of continuous improvement within enterprises.
-
Acceptance Criteria
-
User receives an alert notification when a cost-saving opportunity is identified based on predefined thresholds for resource utilization and expenses.
Given the user has set specific thresholds for resource utilization, When a cost-saving opportunity is detected that meets or exceeds these thresholds, Then the user receives a real-time alert notification via the dashboard and email.
The alert system triggers notifications for multiple users who have access to the cost-saving feature, allowing collaboration among team members.
Given multiple users have subscribed to the alert system, When a cost-saving opportunity is identified, Then all relevant users receive notifications simultaneously, ensuring all parties can respond accordingly.
Users can customize the criteria for alerts based on different expense categories (e.g., shipping, labor, materials).
Given the user navigates to the alert settings, When they select specific expense categories to monitor for cost-saving opportunities, Then the system allows them to create and save customized alert criteria.
Users can view a history of alerts to analyze past savings opportunities and actions taken.
Given the user accesses the alerts history, When they review the list of past alerts, Then the system displays relevant details such as the date, potential savings amount, and actions taken for each alert.
The alert system is tested for performance under high data loads to ensure timely notifications are sent without delays.
Given the system processes a large volume of financial data, When potential savings opportunities are detected, Then alerts must be sent within 5 seconds for at least 95% of the detections.
Alerts can be snoozed or ignored by users, providing them flexibility in managing notifications during busy periods.
Given a user receives an alert notification, When they choose to snooze or ignore the alert, Then the alert is either delayed for a specified time or dismissed from the alert list completely without further notifications until the next opportunity arises.
Users can categorize alerts by urgency or potential savings impact, prioritizing critical notifications.
Given the user receives multiple alerts, When the user views the alert list, Then alerts are presented in a categorized format based on urgency levels (high, medium, low) and potential savings impact for easy prioritization.
Comprehensive Resource Utilization Metrics
-
User Story
-
As an operations director, I want access to comprehensive metrics on resource utilization so that I can pinpoint inefficiencies and make informed adjustments to improve our operational efficiency.
-
Description
-
The Comprehensive Resource Utilization Metrics requirement aims to provide users with in-depth analytical tools to evaluate how various resources (such as manpower, vehicles, and equipment) are being utilized across the supply chain. This will include visualizations and reports that depict utilization rates, identifying excessive idle times or areas of inefficiency. By analyzing these metrics, users will gain a granular understanding of their resource deployment and effectiveness, leading to more strategic planning and cost reduction efforts. This capability not only contributes directly to the savings goal but also promotes a culture of efficiency within organizations using LogiStream.
-
Acceptance Criteria
-
Resource Utilization Dashboard Display
Given the user accesses the Resource Utilization Dashboard, When the dashboard loads, Then it displays a comprehensive overview of resource utilization metrics including manpower, vehicles, and equipment usage rates in real time.
Detailed Resource Reports Generation
Given the user selects a specific resource type to analyze, When the user requests a report, Then the system generates a detailed report highlighting utilization rates, idle times, and potential inefficiencies for the selected resource type.
Historical Resource Utilization Analysis
Given the user wants to evaluate past resource utilization, When the user selects a time frame, Then the feature displays a comparative analysis of resource utilization across the selected period, including visual graphs and key insights.
Alerts for Underutilized Resources
Given an underutilized resource is identified, When the analysis is complete, Then the system sends an alert to the user notifying them of the underutilized resource with suggestions for improvement.
Interactive Utilization Visualization
Given the user interacts with the visualization tool, When they apply filters for specific factors (e.g., time, resource type), Then the system updates the visualizations dynamically to reflect the filtered data accurately.
Integration with Financial Savings Reports
Given the user is reviewing savings opportunities, When they access the financial savings report, Then the report includes references to resource utilization metrics that contributed to identified savings.
Integration with Financial Systems
-
User Story
-
As a financial operations manager, I want LogiStream to integrate with our financial systems so that I can automatically pull relevant financial data without manual intervention, streamlining my workflow significantly.
-
Description
-
The Integration with Financial Systems requirement encompasses the development of seamless integrations that allow LogiStream to connect and exchange data with various financial management systems used by enterprises. This integration will ensure that all financial data relevant for analyzing savings opportunities is readily available and up-to-date, eliminating manual data entry and reducing the risk of errors. Such capabilities will facilitate a more coherent workflow and leverage existing financial infrastructures, ultimately enhancing the effectiveness of the Savings Opportunity Identifier feature. The integration will make LogiStream a more versatile tool within the broader financial ecosystem of its users.
-
Acceptance Criteria
-
Data Synchronization and Accuracy Validation
Given that the LogiStream system has been integrated with a financial management system, when a user triggers a data refresh, then all financial data must update in real-time without discrepancies, ensuring data accuracy within a margin of error of 1%.
User-Friendly Data Mapping Interface
Given that a user accesses the Savings Opportunity Identifier feature, when they configure data mappings from the financial management system, then the interface must allow for straightforward mapping without requiring technical knowledge, with an average configuration time of under 10 minutes.
Automated Data Retrieval Schedule
Given that the integration with financial systems is operational, when the user sets a schedule for automatic data retrieval, then the system must execute data refreshes according to the specified schedule without user intervention, and 95% of these executions must occur on time.
Error Handling and Notifications
Given that the integration process encounters an error during data exchange, when an error occurs, then the system must send a notification to the user within 5 minutes with a clear description of the issue and recommended actions for resolution.
Comprehensive Audit Trail Feature
Given that user interactions with the financial data integration occur, when a user modifies data or settings, then the system must maintain a comprehensive audit trail that logs all changes with timestamps and user details, accessible for review by admins.
Scalability of Integration
Given various types of financial systems are being integrated, when the user scales their operations, then the integration must seamlessly accommodate increases in data volume and new financial systems without a loss in performance or data integrity.
User Training and Support Documentation
Given that the integration feature is released, when users access the training materials, then they must find comprehensive documentation and support resources available online that cover setup, troubleshooting, and optimization of financial data integration.
Budget Scenario Planner
The Budget Scenario Planner allows users to create multiple budget scenarios based on various parameters, such as changes in supply chain operations or fluctuations in commodity prices. By visualizing potential outcomes, analysts can make data-driven decisions and develop contingency plans, ensuring budget resilience and better financial preparedness.
Requirements
Dynamic Scenario Creation
-
User Story
-
As a financial analyst, I want to create multiple budget scenarios based on different supply chain parameters so that I can better prepare for future financial uncertainties and make informed decisions.
-
Description
-
The ability for users to create multiple budget scenarios dynamically within LogiStream based on varying operational parameters such as supply chain changes, commodity price fluctuations, and other financial indicators. This feature empowers users to simulate diverse situations, helping them visualize potential impacts on budgets, enabling robust financial planning, and encouraging more agile decision-making processes. Users can easily switch between scenarios and analyze the financial implications, aiding in strategic foresight and planning.
-
Acceptance Criteria
-
User accesses the Budget Scenario Planner to create a new scenario based on projected changes in commodity prices over the next quarter to evaluate its impact on the logistics budget.
Given the user is on the Budget Scenario Planner page, when they input commodity price fluctuations and click 'Create Scenario', then a new budget scenario should be dynamically generated with updated financial implications visible on the dashboard.
An analyst compares two budget scenarios that reflect different operational changes in the supply chain to determine the most financially viable option.
Given two budget scenarios are created, when the analyst selects both scenarios to compare, then the system should display a side-by-side comparison of key financial indicators including total cost, projected savings, and performance metrics.
A user modifies an existing budget scenario to reflect recent supply chain disruptions and needs to assess the new financial outlook.
Given an existing budget scenario is selected, when the user updates the parameters to include recent supply chain disruptions, then the system should automatically recalculate the budget's financial outcomes and save the updated scenario without losing the original.
A user wants to quickly switch between budget scenarios to present financial forecasts to stakeholders in a meeting setting.
Given multiple budget scenarios are created, when the user clicks on different scenarios, then the dashboard should seamlessly refresh and display the corresponding financial data for each scenario without noticeable loading delay.
An executive needs to visualize the potential outcomes of various budget scenarios for strategic planning in the upcoming fiscal year.
Given the user selects a budget scenario, when they click on 'Visualize Outcomes', then the system should generate a graphical representation of financial forecasts, including revenue, cost, and profit margins based on selected parameters.
A user wishes to delete an outdated budget scenario that is no longer relevant to current operations.
Given a budget scenario is selected, when the user clicks on 'Delete Scenario' and confirms the action, then the scenario should be permanently removed from the system, and the user should receive a confirmation message.
Scenario Comparison Tool
-
User Story
-
As a budget planner, I want to compare multiple budget scenarios side-by-side so that I can evaluate which scenario will provide the best financial outcome for the company and refine my budgeting strategies accordingly.
-
Description
-
A functionality that allows users to compare different budget scenarios side-by-side within the Budget Scenario Planner interface. This tool will enable users to analyze the fiscal impact of varying operational changes and visualize differences in outcomes, ultimately allowing them to identify the most favorable scenarios for implementation. Enhancing the user experience with intuitive visualizations and metrics comparisons, this capability is essential for informed decision-making and strategy formulation.
-
Acceptance Criteria
-
User selects multiple budget scenarios in the Budget Scenario Planner and initiates a comparison using the Scenario Comparison Tool.
Given the user has access to multiple budget scenarios, when they select at least two scenarios and click on the compare button, then the tool should display a side-by-side comparison of the selected scenarios, showing key metrics such as total cost, savings, and differences in projected revenue.
User views the comparative analysis of budget scenarios using the Scenario Comparison Tool.
Given the scenarios are successfully compared, when the user looks at the comparison output, then they must be able to see visual representations of the metrics, such as graphs or charts, alongside numerical data indicating differences and impacts of each scenario clearly.
User adjusts parameters in one budget scenario and updates the comparison outcomes in real-time.
Given the user has made changes to a selected budget scenario, when they save the changes, then the Scenario Comparison Tool should automatically refresh the comparison output to reflect the updated metrics without requiring a page reload.
User seeks to understand the implications of specific changes made in budget scenarios using tool documentation or help options.
Given the user is unfamiliar with the Scenario Comparison Tool, when they access the help section or documentation, then the material should provide clear examples and explanations on how to effectively use the comparison features and interpret the metrics.
User receives visual alerts if the comparisons show significant unfavorable differences between budget scenarios.
Given the user has compared two or more budget scenarios, when the comparison results show a variance that exceeds a predefined threshold, then the tool should highlight those metrics in red or provide an alert to indicate a potential issue needing attention.
User wants to export the comparison results for reporting purposes.
Given the user has completed a budget comparison, when they select the export option, then the tool should generate a downloadable report in PDF or Excel format containing all key metrics and visualizations from the comparison.
Visual Outcome Mapping
-
User Story
-
As a financial analyst, I want to visualize the outcomes of different budget scenarios in graphical format so that I can easily communicate my findings and recommendations to stakeholders during presentations.
-
Description
-
Integrate visual mapping capabilities that will enable users to graphically represent potential financial outcomes from different budget scenarios. This visual outcome mapping allows users to see the effects of their decisions through graphs and charts, making it easier to understand complex financial data and draw insights quickly. By leveraging visual tools, analysts can enhance presentations and report findings succinctly, facilitating communication with stakeholders regarding budget strategies.
-
Acceptance Criteria
-
User wants to create a budget scenario comparing two different commodity prices and visualize potential financial outcomes.
Given the user has inputted the two sets of commodity prices and associated parameters, when they select 'Generate Visual', then a graph displaying the financial impact of both scenarios should be rendered on the dashboard within 10 seconds.
An analyst is presenting a financial outcome to stakeholders using the visual mapping feature.
Given the visual mapping of the budget scenario has been created, when the analyst accesses the presentation mode, then all graphs and charts should be exportable as PNG or PDF formats without any loss in quality.
A user revisits a previously created budget scenario to compare updated financial outcomes.
Given the user has saved a budget scenario with specified parameters, when they load the scenario, then all associated visual mappings should display correctly reflecting the latest data within 5 seconds.
The user wants to customize the displayed visualizations according to different parameters such as time frame and metrics.
Given the user is on the visual mapping screen, when they apply filters to the time frame and select different metrics, then the visualizations should update in real-time, reflecting the changes within 3 seconds.
A financial analyst needs to share visual outcome maps with team members through the software.
Given the user has successfully created visual mappings, when they choose to share via email, then an email with a link to view the visual mappings should be sent to the designated team members instantly after hitting 'Send'.
A user wants to compare the impact of three budget scenarios simultaneously.
Given the user has inputted three budget scenarios, when they choose 'Compare Scenarios', then all three financial outcome visualizations should be layered on the same graph for easy comparison, with distinct color coding for each scenario, displayed within 8 seconds.
A stakeholder needs to review the previous month's financial outcome visualizations for planning purposes.
Given the system stores historical visualization data, when the stakeholder selects the previous month, then they should be able to view the financial outcome visualizations corresponding to that month without any errors or loading issues.
Automated Alerts for Budget Deviations
-
User Story
-
As a budget manager, I want to receive automated alerts when actual spending deviates from budget scenarios so that I can address issues immediately and maintain financial discipline.
-
Description
-
Implement an automated alert system that notifies users when actual financial outcomes deviate significantly from the projected figures in their budget scenarios. This feature is crucial for maintaining financial control and responsiveness, enabling users to take immediate corrective actions when necessary. Effective monitoring of budget adherence ensures that organizations can promptly address potential issues before they escalate, promoting proactive financial management.
-
Acceptance Criteria
-
Automated alerts trigger when budget deviations occur during a financial review meeting.
Given a budget scenario with projected financial outcomes, when the actual financial results deviate by more than 10%, then an automated alert must be sent to the relevant users via email within 5 minutes.
Users receive notifications during regular monitoring of budget scenarios in the dashboard.
Given a user is logged into the LogiStream platform, when the system detects a deviation in budget adherence, then a pop-up notification should appear on the dashboard indicating the specific scenario and the deviation amount.
Tracking performance of budget deviations over time for trend analysis during quarterly reviews.
Given a completed budget scenario, when users access the historical data, then all previous automated alerts related to budget deviations must be retrievable and displayed clearly within the last 12 months.
Testing the alert system before go-live in a simulated environment with test data.
Given the test environment is set up with predetermined budget scenarios and actual outcome data, when the test scenarios are executed, then the automated alert system must trigger alerts at the correct thresholds as established in the acceptance criteria during testing.
Integration of alert system with third-party communication channels like SMS or Slack.
Given the user's preference settings, when a budget deviation occurs, then the automated alert must be sent through both email and the designated third-party communication channel as specified by the user.
User-friendly configuration of alert thresholds within the Budget Scenario Planner.
Given a user is configuring budget scenarios, when they set a custom deviation threshold, then the system must allow changes to alert settings and immediately save those settings for future use without errors.
Analysis of user response to budget deviation alerts in the monthly operational review.
Given a budget deviation alert has been triggered, when users respond to the alert, then the system must log the actions taken within the next 48 hours regarding any adjustments made due to the alert in the system.
Integration with ERP Systems
-
User Story
-
As an operations manager, I want Budget Scenario Planner to integrate with our ERP system so that I can use real-time financial data for creating budget scenarios and improve the accuracy of my projections.
-
Description
-
Establish seamless integration of the Budget Scenario Planner with existing ERP systems within the organization. This integration will facilitate the automatic import and synchronization of financial data, enabling users to work with the most up-to-date information without manual input. It enhances the accuracy and reliability of budget scenarios, ensuring that strategic plans are based on real-time data and insights, thereby improving operational efficiency and decision-making.
-
Acceptance Criteria
-
User initiates integration of the Budget Scenario Planner with their ERP system to automate financial data import.
Given the user has access to the Budget Scenario Planner and ERP system, When they initiate the integration process, Then the system should successfully connect to the ERP, and sync the latest financial data without errors.
A user modifies budget scenarios in the Budget Scenario Planner and checks if the updates reflect the latest ERP data.
Given the user has modified their budget scenario parameters, When they refresh the data from the ERP, Then the updates should reflect the most recent financial data from the ERP without needing manual input.
An analyst runs a report on the Budget Scenario Planner after integrating it with the ERP system to analyze budget scenarios.
Given the integration has been successfully completed, When the analyst generates a report on budget scenarios, Then the report should display accurate financial data sourced from the ERP system, showing all relevant parameters used for the analysis.
The system performs error handling when the connection between the Budget Scenario Planner and ERP fails.
Given the user attempts to connect to the ERP system, When an error occurs due to connectivity issues, Then the system should display an informative error message and allow the user to retry the connection.
A user creates multiple budget scenarios based on synchronized ERP data for future forecasts.
Given the ERP integration is operational, When the user creates multiple budget scenarios, Then each scenario should automatically pull the latest financial data from the ERP and be saved correctly in the system.
Users are able to view logs of all data synchronization activities between the Budget Scenario Planner and the ERP system.
Given that data synchronization occurs, When the user checks the synchronization logs in the Budget Scenario Planner, Then the logs should detail dates, times, and statuses of each sync activity, along with any errors encountered.
The Budget Scenario Planner maintains performance benchmarks post-ERP integration during peak usage times.
Given the integration is implemented and the system is in use during peak hours, When users access the Budget Scenario Planner, Then the system response time should not exceed 2 seconds for fetching data or generating reports.
Expense Breakdown Visualizer
The Expense Breakdown Visualizer generates interactive charts and graphs that illustrate the breakdown of expenses across different categories or time periods. This feature enhances the user experience by providing clear insights into spending patterns, helping analysts to understand where the majority of costs arise and make strategic adjustments accordingly.
Requirements
Dynamic Chart Generation
-
User Story
-
As a financial analyst, I want to visualize expense data through interactive charts so that I can quickly identify spending trends and make informed decisions to optimize costs.
-
Description
-
The Dynamic Chart Generation requirement focuses on the ability to create interactive charts and graphs that visualize expense data. This functionality will allow users to select specific categories and time periods to analyze spending patterns. Users can manipulate different parameters such as date ranges and categories, resulting in tailored visuals that clearly depict expense distributions. The integration with LogiStream allows for real-time data updates, providing users with the most accurate and current insights. The primary benefit of this feature is improved clarity in understanding costs, which aids in strategic decision-making and enhances the overall user experience.
-
Acceptance Criteria
-
User selects a specific expense category and time period to generate a dynamic chart visualizing spending patterns.
Given a user selects 'Marketing' as an expense category and sets the date range from 'January 1, 2025' to 'January 31, 2025', When the user clicks 'Generate Chart', Then a dynamic chart must display the total expenses for the selected category within the specified date range.
User manipulates date range and category filters to update the displayed chart.
Given a user has initially generated a chart for the 'Logistics' category from 'February 1, 2025' to 'February 7, 2025', When the user changes the category to 'Operations' and updates the date range to 'February 8, 2025' to 'February 14, 2025', Then the chart must refresh to reflect the new selected category and date range accurately.
User needs to view real-time updates of expense data in the dynamic chart.
Given the user has generated a chart for the 'Supplies' category, When new expense data is added to the system, Then the dynamic chart must automatically update to include the latest expense figures without requiring a manual refresh.
User relies on the visual clarity of the generated charts to make financial decisions.
Given a user generates multiple charts for different categories, When reviewing those charts, Then all charts must allow for clear differentiation of expense patterns through distinct colors and labels, ensuring quick comprehension of data.
User interacts with chart elements to gain more insight into expense data.
Given the user clicks on a data point within the dynamic chart, When this action is taken, Then a tooltip must appear that provides detailed information regarding the specific expense amount and date associated with that data point.
User wants to export the dynamic chart for external analysis.
Given a user has successfully generated a dynamic chart, When the user clicks the 'Export' button, Then the chart must be downloadable in PNG and CSV formats for further analysis.
User seeks assistance in understanding the interactions of the expense categories over time.
Given the user accesses the Expense Breakdown Visualizer, When hovering over different sections of the dynamic chart, Then a contextual explanation must appear, enhancing user understanding of the relationships between various expense categories.
Category Analysis Filter
-
User Story
-
As a logistics manager, I want to filter expense visualizations by category so that I can pinpoint areas of high spending and take corrective actions quickly.
-
Description
-
The Category Analysis Filter requirement enables users to apply filtering options to expense data visualizations by specific categories such as shipping, warehousing or customs. This feature enhances user interaction by allowing the ability to drill down into data subsets, facilitating a clearer understanding of what drives expenses in each area. This robustness is essential for detailed financial reviews and can uncover hidden costs associated with various operational aspects. It ensures that users can tailor their analysis based on their specific focus areas, which promotes targeted cost management and strategy formulation.
-
Acceptance Criteria
-
User applies the Category Analysis Filter to visualize expenses specific to shipping costs over the last quarter.
Given the user selects the 'Shipping' category and specifies a date range of the last quarter, when they click 'Apply Filter', then the visualizer updates to display only expenses related to shipping for that specified period.
User uses the Category Analysis Filter to drill down on warehousing expenses for a specific month.
Given the user selects the 'Warehousing' category and filters by 'January 2025', when they apply the filter, then the visualizer should show a breakdown of all warehousing expenses incurred in January 2025, including subtotals for each week.
User interacts with the expense data visualizations after applying the customs category filter.
Given the user selects the 'Customs' category and applies the filter, when they hover over a data point in the chart, then detailed tooltips should display the exact expense amount and any related notes associated with that data point.
User checks if the performance of the Expense Breakdown Visualizer is acceptable after applying filters.
Given the user applies multiple filters including 'Shipping,' 'Warehousing,' and 'Customs', when the filters are applied, then the visualizer should respond within 2 seconds without any errors or performance degradation.
User attempts to apply multiple categorical filters simultaneously to view combined expenses.
Given the user selects both 'Shipping' and 'Warehousing' categories, when they apply the filter, then the chart should display aggregated expenses from both categories, clearly distinguishing between the two in the visualization.
User evaluates clarity and interpretability of the visualized filtered data.
Given the user applies the 'Shipping' filter, when they view the chart, then the elements (labels, legends, and titles) should be clear and easy to understand, allowing users to interpret the data without needing additional context.
User resets filters to view overall expenses after conducting a filtered analysis.
Given the user has applied one or more filters, when they click on the 'Reset Filters' button, then all filters should be cleared and the visualizer should revert to displaying total expenses for all categories without applying any previous filters.
Time Period Comparisons
-
User Story
-
As a budget officer, I want to compare expense data across different time periods so that I can assess historical performance and forecast future budgets more effectively.
-
Description
-
The Time Period Comparisons requirement provides functionality for users to compare expense data across different time periods, such as month-over-month or year-over-year analyses. This feature will allow users to identify trends and seasonal patterns, enabling businesses to anticipate expenses more accurately and adjust budgets accordingly. By incorporating graphical comparisons (e.g., bar charts or line graphs), users can visualize the changes in expenses over time, which will promote a deeper understanding of cost dynamics and support proactive financial planning.
-
Acceptance Criteria
-
User compares monthly expenses using the Time Period Comparisons feature in LogiStream to evaluate growth and identify potential cost-saving areas.
Given the user has selected the 'Monthly' comparison option, When the user inputs data for two different months, Then the system displays a bar chart comparing the expenses for those months accurately.
User wants to analyze annual expenses to identify seasonal trends and prepare for future budgeting within the Time Period Comparisons feature.
Given the user has selected the 'Yearly' comparison option, When the user inputs data for two different years, Then the system generates a line graph that visually represents the expense trends over the selected years.
Financial analysts wish to export the expense comparison data for further analysis after utilizing the Time Period Comparisons feature.
Given the user has completed the comparison analysis, When the user clicks the 'Export' button, Then the system successfully downloads a CSV file containing the comparison data.
A user checks if the Time Period Comparisons feature provides a summary report after comparing expenses over multiple time periods.
Given the user has compared expenses across three different months, When the user requests a summary report, Then the report should include total expenses, percent change, and key insights based on the comparison.
Users intend to validate that the Time Period Comparisons charts are responsive and visually clear on various screen sizes.
Given the user accesses the Time Period Comparisons feature on different devices, When the comparison charts are displayed, Then each chart should be fully legible and maintain proportions across all screen sizes.
Users want to receive error notifications when they attempt to compare expenses with incomplete data.
Given the user has not input data for all selected time periods, When the user tries to generate a comparison report, Then the system should display an error message indicating missing data.
A user is analyzing future budget adjustments based on historical expense data compared using the Time Period Comparisons feature.
Given the user conducts a comprehensive comparison for successive years, When the user views the budget projection recommendations, Then the system should suggest budget adjustments based on the identified trends and patterns.
Actionable Insights Generator
-
User Story
-
As a senior manager, I want to receive automated insights and recommendations based on my expense data so that I can make proactive financial decisions to improve operational efficiency.
-
Description
-
The Actionable Insights Generator requirement focuses on providing users with automated insights based on the expense breakdown visualizations. This feature will use AI algorithms to analyze spending data and generate personalized recommendations for cost reductions. By integrating this functionality, LogiStream will not only present the data visually but also offer strategic advice to users based on their actual spending patterns. This capability enhances user engagement and empowers them to make informed financial decisions that align with business goals.
-
Acceptance Criteria
-
Viewing Real-Time Expense Analysis Through the Expense Breakdown Visualizer
Given that the user accesses the Expense Breakdown Visualizer, when they select a specific category, then the visualizer displays a detailed chart encapsulating the expenses related to that category for the selected time period.
Generating Personalized Cost Reduction Recommendations
Given that the user has analyzed their expenses in the Expense Breakdown Visualizer, when they request actionable insights, then the system generates at least three personalized recommendations for cost reduction based on the analyzed data.
Interactivity of Expense Breakdown Charts
Given that the user is viewing the interactive charts, when they hover over a section of the chart, then a tooltip appears displaying additional details about the expenses in that category, including percentage and absolute value.
Exporting Insights for Strategic Meetings
Given that the user has generated actionable insights, when they select the export option, then the system provides an option to download the insights in PDF format with all visualizations included.
Responsive Design for Expense Breakdown Visualizer
Given that the user accesses LogiStream on a mobile device, when they view the Expense Breakdown Visualizer, then the visuals adapt appropriately to different screen sizes without losing clarity and functionality.
Reviewing Historical Spending Trends Over Time
Given that the user utilizes the Expense Breakdown Visualizer, when they select the option to view historical data, then the visualizer presents trends showing spending patterns over at least the last twelve months.
Integration with Existing Systems for Data Import
Given that the user is setting up the Expense Breakdown Visualizer, when they upload their existing expense data from a CSV file, then the system successfully imports the data without errors and visualizes it correctly.
Export to CSV and PDF
-
User Story
-
As an operations director, I want to export my expense reports in CSV or PDF format so that I can share them with my team and integrate the data into our financial analysis tools.
-
Description
-
The Export to CSV and PDF requirement will allow users to easily download or share their visualized expense breakdown reports in popular file formats such as CSV and PDF. This functionality simplifies reporting processes for users by enabling them to export data for presentation, further analysis, or sharing with stakeholders. Ensuring compatibility with standard formats enhances the usability of the feature while supporting collaborative efforts in budget reviews and financial reporting.
-
Acceptance Criteria
-
User wants to export expense breakdown reports as CSV files after generating visualized charts to share with their finance team for further analysis.
Given a user has generated an expense breakdown report in the Expense Breakdown Visualizer, when they select the export option for CSV, then a CSV file containing the expense data should be successfully downloaded to their local device without data loss or corruption.
User intends to save and share a visually appealing expense breakdown report in PDF format for a presentation to stakeholders.
Given a user has generated an expense breakdown report, when they select the export option for PDF, then a PDF document of the report should be created that preserves the formatting and layout of the charts and graphs, ensuring its professional appearance for presentations.
A user needs to ensure compatibility of the exported data with other financial software after exporting the expense breakdown report.
Given a user has exported the expense breakdown report to CSV, when they import the CSV file into a financial analysis tool, then the imported data should match the original data from the Expense Breakdown Visualizer without discrepancies, confirming that the format adheres to standard CSV specifications.
User desires the ability to export reports and retain all relevant details for different time periods.
Given a user has filters applied for specific time periods in the Expense Breakdown Visualizer, when they export the report to either CSV or PDF format, then the exported document should accurately reflect all expense details corresponding to the selected time periods.
User requires feedback on successful export operations for improved user experience.
Given a user selects an export option, when the export is successfully completed, then a confirmation message should be displayed on the screen to inform the user that the file has been downloaded, along with the file format used.
User wants to validate the content of the exported PDF report against the original data displayed in the tool.
Given a user has exported the expense breakdown report to PDF, when they open the PDF document, then all data, charts, and graphs should match exactly with those displayed in the Expense Breakdown Visualizer, ensuring accuracy in the exported content.
Real-Time Budget Tracker
The Real-Time Budget Tracker enables users to monitor their budget status continuously, providing live updates on expenses versus planned allocations. This feature enhances accountability, enabling analysts to make swift adjustments as needed to stay within budget and identify potential overspending before it impacts financial goals.
Requirements
Dynamic Budget Visualization
-
User Story
-
As a financial analyst, I want to see dynamic visual representations of my budget so that I can quickly understand my spending trends and make timely adjustments to stay within budget.
-
Description
-
The Dynamic Budget Visualization requirement ensures that users have access to an interactive live dashboard that visually represents their budget allocations, current spending, and projections. This visualization integrates seamlessly with the Real-Time Budget Tracker, allowing users to see real-time changes in their financial data. By utilizing graphical tools such as charts and graphs, this feature enhances user comprehension of financial metrics, making it easier for analysts to track their expenses against their budget goals. The ability to drill down into specific categories of spending makes it more actionable for users, enabling them to identify trends and make informed decisions swiftly, ultimately improving budget adherence and financial performance.
-
Acceptance Criteria
-
User accesses the Dynamic Budget Visualization dashboard for the first time to review their current budget status and historical spending patterns.
Given the user has logged into LogiStream, when they navigate to the Dynamic Budget Visualization page, then they should see a real-time graphical representation of their budget allocations, current spending, and projections, including visual charts and graphs.
Analysts review the budget visualization dashboard during a quarterly budget meeting to identify areas of overspending.
Given the budget visualization dashboard is loaded, when the analyst selects specific categories of spending, then the system should allow them to drill down into each category to view detailed transaction data and trends over the past fiscal quarter.
A user wants to receive real-time alerts for budget overruns while using the Dynamic Budget Visualization.
Given the user has set budget thresholds, when their spending exceeds the threshold for any category, then they should receive an immediate alert through the dashboard and via email notification.
Users want to customize their dashboard to display various budget metrics relevant to their specific needs.
Given the user accesses the dashboard settings, when they customize their display preferences for metrics and layout, then those preferences should be saved and reflected in their next session without requiring additional input.
A financial analyst compares actual spending against budget projections for the previous month using the dashboard.
Given the user selects the previous month's data, when they view the graph, then the dashboard should display a comparison chart showing actual versus projected spending with clear visual indicators for variances.
The user needs to export the dynamic budget visualization report for stakeholders after a quarterly review.
Given the user is viewing the dynamic budget visualization, when they select the export option, then the system should generate a downloadable report in PDF format that captures the current visualization and metrics displayed on the dashboard.
A user wants to reset the filters applied on the budget visualization dashboard.
Given the user has applied various filters, when they click on the 'Reset Filters' button, then all filters should be cleared and the dashboard should revert to displaying the default dataset.
Automated Budget Alerts
-
User Story
-
As a budget manager, I want to receive automated alerts when my expenditures approach predefined thresholds so that I can take corrective actions before exceeding my budget limits.
-
Description
-
The Automated Budget Alerts requirement involves implementing a notification system that automatically sends alerts to users when specific budget thresholds are met or exceeded. This feature helps ensure users are promptly informed about potential overspending by continuously monitoring their budget against actual expenses. Alerts can be customized for different categories (e.g. travel, supplies) and can include options for email, SMS, or in-app notifications. This proactive approach enhances financial oversight, allowing users to respond quickly to prevent budget overruns and foster a culture of accountability within financial management.
-
Acceptance Criteria
-
User receives an email notification when their travel budget exceeds 80% of the allocated amount during the monthly budget review process.
Given a user with an allocated travel budget, when actual expenses exceed 80% of that budget, then an email notification is sent to the user.
User receives an SMS alert when their supplies budget exceeds the predefined limit set in their budget configuration.
Given a user with a supplies budget, when expenses exceed the limit defined by the user, then an SMS alert is sent to the user.
User can customize alert settings within the app to determine what percentage threshold triggers an alert for budget categories.
Given a user in the app, when they set a percentage threshold for budget notifications, then alerts should be triggered correctly based on these customized settings.
User wants to ensure that in-app notifications for budget thresholds are functioning during a quarterly review meeting.
Given a user has enabled in-app notifications, when actual expenses for any category exceed the set threshold during a quarterly review, then an in-app notification is displayed to the user.
Users are testing the notification system to confirm its responsiveness to real-time budget updates within the system.
Given a user is allocating expenses to a budget category, when those expenses cause the budget to exceed 100% of the allocation, then an immediate notification is sent to the user.
A user engages in a high-volume purchasing event and wants to ensure they are alerted if they approach their budget limits in real-time.
Given a user is making multiple purchases in a short time frame, when their real-time expenses approach the budget limit, then they receive a timely alert via their preferred notification method.
Historical Budget Tracking
-
User Story
-
As a project manager, I want to analyze my historical budget data so that I can improve my future budgeting strategies based on past performance.
-
Description
-
The Historical Budget Tracking requirement allows users to review past budget performance by providing access to historical data on spending patterns and budget variations. This historical insight is vital for future budgeting processes, as it enables users to analyze past behaviors and adjust their forecasting models accordingly. The feature will include graphs and comparative reports that exhibit how past budgets were allocated versus what was spent, helping to identify recurring issues or successful strategies of previous budgeting cycles. This analysis fosters continuous improvement in budget management and strategic planning.
-
Acceptance Criteria
-
As a budget analyst, I want to access historical budget data from the previous fiscal year so that I can review spending patterns and allocate resources more effectively in the current fiscal year.
Given that I am logged into the LogiStream platform, When I navigate to the Historical Budget Tracking section and select the previous fiscal year, Then I should see a detailed report of budget allocations versus actual spending, including graphical representations of the data.
As a financial manager, I want to generate comparative reports to analyze performance against previous budgets, so that I can identify any discrepancies and areas for improvement.
Given that I have historical budget data available, When I create a comparative report for two different fiscal years, Then the report should accurately display the budgeted amounts alongside actual expenditures, highlighting the differences clearly.
As a budget analyst, I want to view historical trends of budget performance over multiple years, so that I can identify patterns that may impact future budgeting decisions.
Given that I am in the Historical Budget Tracking module, When I select a multi-year view, Then I should be able to see a visual trend line graph showing budget allocations and spending over the selected years for comprehensive analysis.
As a financial analyst, I want to filter historical budget data by specific categories, such as department or expense type, to refine the analysis according to my department's needs.
Given that I am accessing the historical budget data, When I apply filters for department and expense type, Then the displayed historical data should only reflect the selected categories, and the graphs should update accordingly.
As a team leader, I want to present historical budget performance in meetings, so I need the option to export reports in various formats for ease of sharing.
Given that I have generated a historical budget report, When I select the export option, Then I should be able to download the report in at least three formats (PDF, Excel, CSV) for distribution during my meeting.
As an external auditor, I want to access historical budget tracking data to perform an audit of the financial performance of the organization over the past three years.
Given that I am an authorized user with auditing privileges, When I access the Historical Budget Tracking module, Then I should have full visibility to review data for the past three years and generate audit-specific reports.
Collaborative Budget Review
-
User Story
-
As a team leader, I want to collaborate with my colleagues on budget reviews so that we can collectively improve accuracy and ownership of our financial objectives.
-
Description
-
The Collaborative Budget Review requirement facilitates teamwork among users by allowing multiple stakeholders to contribute to budget discussions and changes in real-time. This feature supports document sharing, commenting, and version control to enhance collaboration. Analysts can propose changes, comment on others' suggestions, and reach consensus on budget adjustments within a single platform. This enhances accountability and promotes collective ownership of budget decisions by leveraging input from diverse perspectives, ultimately improving the quality of financial outcomes.
-
Acceptance Criteria
-
Multiple users are collaborating on a budget review within LogiStream, where they can share comments and propose budget changes in real-time during a virtual meeting.
Given that multiple users are logged into the Collaborative Budget Review feature, When a user proposes a budget change, Then all other users should receive a live notification of the proposed change and be able to comment on it immediately.
A budget analyst reviews shared documents and comments made by stakeholders to finalize a budget proposal.
Given that a document has been shared for budget review, When the analyst views the document, Then they should see all comments and suggestions from other stakeholders clearly marked and easily accessible for review.
A stakeholder wants to approve changes to the budget after discussing them with other team members in real-time.
Given that all stakeholders have provided their input, When a stakeholder selects the 'Approve Changes' option, Then all proposed changes should be saved and reflected in the budget tracking system immediately.
After implementing budget changes, users want to keep track of the version history and previous comments for accountability.
Given that changes were made to the budget, When the user accesses the version history feature, Then they should see a complete log of all changes and comments along with timestamps and user details.
Analysts need to discuss potential overspending identified within the budget review session.
Given that a specific area of the budget has been flagged for overspending, When a user clicks on the flagged item, Then they should be able to initiate a discussion thread related to that specific budget item, enabling focused feedback.
Stakeholders wish to receive email updates on all changes made during the budget review process.
Given that stakeholders are part of the budget review, When any change is proposed or a comment is made, Then an automatic email notification should be sent to all stakeholders summarizing the changes and comments.
Integration with Third-Party Financial Tools
-
User Story
-
As a finance director, I want to integrate LogiStream with my existing financial tools so that I can streamline my budget management process without duplicating efforts.
-
Description
-
The Integration with Third-Party Financial Tools requirement allows LogiStream users to connect and synchronize their budget data with other financial management systems and tools. This integration streamlines the data flow, eliminating manual inputs and reducing the likelihood of errors in budget tracking. It provides a cohesive experience for users who rely on multiple tools for their financial processes, ensuring that their budget information remains current and reflective of all transactions. Users will benefit from comprehensive visibility into their finances, enhancing their decision-making capabilities.
-
Acceptance Criteria
-
User synchronizes their budget data from LogiStream to a third-party financial tool during a scheduled weekly update to ensure that all financial reports are current and accurate.
Given a user has access to the budget module in LogiStream, When they select the 'Sync with Third-Party Tool' option, Then the system should successfully synchronize data with the connected financial tool without errors and reflect real-time updates in both systems.
An analyst reviews their budget report after integrating LogiStream with a third-party financial tool to verify that all expense categories reflect accurate data from both platforms.
Given that the budget data from LogiStream and the financial tool is synchronized, When the analyst generates the budget report, Then all expense categories in the report should match the figures in the third-party tool within a 5% variance.
A user attempts to integrate LogiStream with a third-party financial tool but fails due to incorrect API credentials and checks for error notification.
Given that the user has entered incorrect API credentials during the integration setup, When they attempt to initiate the synchronization process, Then the system should display a clear error message indicating the issue with the API credentials and how to resolve it.
A user wants to refresh the data in LogiStream after making changes in their third-party financial tool to ensure they have the most up-to-date information.
Given the user has made updates in the third-party tool, When they click the 'Refresh' option in LogiStream, Then LogiStream should pull the latest data from the third-party tool and update its budget dashboard accordingly.
An organization needs to audit their budget data over the last month after integrating LogiStream with their financial tools to ensure compliance.
Given the integration has been set up for one month, When the administrators run an audit on the budget data, Then the system should generate an accurate report outlining any discrepancies between LogiStream and the third-party financial tools, ensuring compliance with internal policies.
A user identifies that the budget tracking is not displaying the latest financial data they expect from their third-party tool integration.
Given that a user is logged into LogiStream, When they notice discrepancies in the budget tracker, Then they should have the ability to view a detailed log of the last synchronization attempts and their outcomes, including timestamps and any errors encountered.
A finance manager wants to confirm that all budgetary adjustments in LogiStream are reflected in real-time on their third-party financial tool to make informed decisions.
Given that budget adjustments have been made in LogiStream, When the finance manager checks the corresponding third-party tool, Then all adjustments should be reflected in less than 30 seconds after they are made in LogiStream.
Historical Spending Analyzer
The Historical Spending Analyzer evaluates past financial data to identify trends and anomalies in spending over time. This feature helps users to understand the causes of fluctuations in expenses, allowing for informed adjustments in future budgeting, ultimately supporting a more strategic and efficient financial approach.
Requirements
Data Integration Module
-
User Story
-
As a financial analyst, I want to automatically import financial data from various systems so that I can analyze spending patterns without manual data entry.
-
Description
-
The Data Integration Module enables seamless connectivity with various financial systems and databases, allowing the Historical Spending Analyzer to gather necessary past financial data efficiently. This module will facilitate the extraction, transformation, and loading (ETL) of data, ensuring that users can analyze comprehensive datasets without manual input. By integrating with existing systems, this requirement enhances the product's usability and effectiveness in delivering actionable insights from historical data.
-
Acceptance Criteria
-
Data Integration for Historical Spending Analyzer
Given that the user has configured the data integration settings, when the Historical Spending Analyzer is executed, then it should successfully connect to the specified financial systems and retrieve data for the defined period without errors.
ETL Process Automation
Given that the data integration module is set up, when the ETL process is triggered, then it should automatically extract, transform, and load data from connected financial systems into the Historical Spending Analyzer within a specified time frame without manual intervention.
Data Quality and Anomaly Detection
Given that data has been successfully integrated, when the Historical Spending Analyzer processes the data, then it should be able to identify and flag any anomalies or trends in spending that deviate from established baselines and provide reports accordingly.
User-Friendly Dashboard Integration
Given that data has been integrated successfully, when the user accesses the Historical Spending Analyzer dashboard, then it should display relevant historical financial data in a clear and intuitive format, allowing for easy analysis.
Error Handling and Reporting
Given that an error occurs during data integration, when the user attempts to access the Historical Spending Analyzer, then the system should provide a clear error message and guidance on resolving the issue, ensuring user awareness.
Integration with Multiple Systems
Given that the Data Integration Module supports multiple financial systems, when the user selects different systems to integrate, then it should facilitate the connection and data retrieval from each selected system without performance degradation.
Trend Visualization Dashboard
-
User Story
-
As a user, I want to see my spending trends visually displayed so that I can easily identify patterns and make strategic budget decisions.
-
Description
-
The Trend Visualization Dashboard presents the data analysis findings through interactive graphs and charts, enabling users to visualize their spending patterns and trends over time quickly. This dashboard will support various visualization tools such as line graphs, bar charts, and pie charts to help users comprehend complex data insights visually. By transforming raw data into understandable formats, this requirement enhances user understanding and supports informed decision-making.
-
Acceptance Criteria
-
User navigates to the Trend Visualization Dashboard after logging into LogiStream and selects a specific time range for spending analysis.
Given the user has logged into LogiStream, when they select a time range for analysis, then the dashboard should display spending trends within the specified range using visual graphs.
A user wants to compare their spending patterns between two different quarters using the Trend Visualization Dashboard.
Given that the user selects two specific quarters for comparison, when they initiate the comparison, then the dashboard should display side-by-side bar charts for the selected quarters.
A user interacts with the Trend Visualization Dashboard to filter spending data by categories such as 'Transportation', 'Warehousing', and 'Packaging'.
Given the user applies a filter for a specific category, when the filter is applied, then only the relevant data for that category should be visualized in the dashboard.
The user wishes to export the visualized spending data from the Trend Visualization Dashboard for reporting purposes.
Given that the spending data is displayed visually, when the user opts to export this data, then the system should generate an export file in CSV format containing the visualized data.
A user needs to understand the attribution of spending spikes in the dashboard visualization.
Given that the dashboard displays a significant spike in spending, when the user clicks on the spike, then a detailed report should pop up outlining the specific transactions contributing to that spike.
Anomaly Detection Alert System
-
User Story
-
As a budget manager, I want to receive alerts when spending anomalies occur so that I can investigate and address potential issues immediately.
-
Description
-
The Anomaly Detection Alert System monitors spending data to automatically identify and notify users of any significant deviations from expected spending patterns. Utilizing predictive analytics and machine learning algorithms, this feature aims to highlight unusual transactions that may indicate overspending, fraud, or other anomalies. This proactive approach ensures that users can promptly address any financial concerns, ultimately enhancing financial management efficiency.
-
Acceptance Criteria
-
User receives an alert when there is a significant deviation from their average spending behavior based on historical spending data.
Given the user's defined spending thresholds, when the anomaly detection system identifies a transaction that exceeds these thresholds by a specified percentage, then an alert is generated and sent to the user.
The system analyzes historical data to establish a baseline for expected spending patterns for each user.
Given the historical spending data, when the analysis is performed, then the system accurately calculates the average spending and identifies potential outliers within the data set.
Users are able to configure their alert preferences based on the type and severity of spending anomalies they want to be notified about.
Given that the user accesses the alert settings, when they choose to customize the types of anomalies and severity levels for alerts, then the system saves and applies these settings appropriately.
Users can view a summary of all alerts triggered by the Anomaly Detection Alert System within a defined period.
Given a specified date range, when the user requests to view alert history, then the system displays a comprehensive list of alerts, including the date, amount, and nature of each anomaly.
The system facilitates users to dismiss or address alerts based on the transactional review for effective management.
Given a triggered alert, when the user reviews the alert details, then they can either dismiss the alert as valid or mark it for further investigation, and this action is logged in the system for future reference.
The Anomaly Detection Alert System provides a feedback mechanism for users to improve detection accuracy.
Given the user dismisses or investigates an alert, when they provide feedback on the validity of the alert, then the system incorporates this feedback to enhance future detection algorithms.
Custom Reporting Tools
-
User Story
-
As a finance director, I want to create customized reports on expenditures to analyze spending in a way that suits my specific business needs.
-
Description
-
The Custom Reporting Tools will allow users to generate tailored reports based on specific criteria such as date ranges, spending categories, and other parameters. This feature enhances the flexibility of the Historical Spending Analyzer, enabling users to create in-depth analyses aligned with their unique needs and preferences. By providing comprehensive reporting capabilities, this requirement supports more granular insights into spending behavior and trends.
-
Acceptance Criteria
-
Generating a custom report for a selected date range to analyze spending patterns over the last quarter.
Given the user has accessed the Custom Reporting Tools, when they select a date range of the last quarter and choose the spending category of 'Suppliers', then the system generates a report summarizing the total expenditures within that range for the selected category.
Creating a report that includes filtering by multiple spending categories to assess overall budget distribution.
Given the user selects the 'Custom Report' option, when they filter the report by categories such as 'Transportation' and 'Logistics', then the report displays the total spending for each selected category alongside comparative graphs.
Exporting a tailored financial report to a CSV or PDF format for external review.
Given the report has been successfully generated, when the user clicks on the export option and selects CSV format, then the system exports the report in CSV format and prompts the user to save it.
Using the Custom Reporting Tools to identify anomalous spending in the last six months.
Given the user selects the date range of the last six months and includes an option to highlight anomalies, when they run the report, then the system identifies and flags any unusual spending patterns based on predefined thresholds.
Reviewing a summary of the previous year’s spending with the ability to drill down into specific months.
Given the user requests a summary report for the previous year, when they view the report, then the system should allow them to click on any month to reveal detailed spending data for that month.
User Role Management
-
User Story
-
As an administrator, I want to manage user roles and permissions to ensure that sensitive financial data is appropriately secured and accessible based on roles.
-
Description
-
The User Role Management feature enables administrators to define and manage user permissions within the Historical Spending Analyzer. It allows for different access levels and functionalities based on user roles, ensuring that sensitive financial data is adequately protected while still enabling collaboration among team members. This requirement is vital for maintaining data security, compliance, and effective collaboration within teams.
-
Acceptance Criteria
-
Admin User Onboarding Process
Given an administrator user logs into the Historical Spending Analyzer, when they attempt to assign roles to new users, then the system must successfully allow the admin to grant or revoke permissions for each user role without errors.
Role-Based Access Control Verification
Given a user with 'Viewer' role logs into the Historical Spending Analyzer, when they attempt to access sensitive financial data, then the user should receive an access denied message and not be able to view any restricted information.
Audit Trail Functionality
Given an administrator makes changes to user roles within the Historical Spending Analyzer, when those changes are saved, then an audit trail should be generated that logs the change details, including the user who made the change and the timestamp.
User Permission Customization
Given an admin user wants to create a custom role in the Historical Spending Analyzer, when they specify the exact permissions for that role, then the system must allow the creation of the role with the defined permissions without issues.
Bulk User Upload
Given an administrator has a list of new users to add, when they upload a CSV file containing user information and roles, then the system should successfully create all the users with their specified roles and notify the admin of any errors encountered during the process.
User Role Changes Notification
Given an administrator updates the roles of existing users in the Historical Spending Analyzer, when the changes are saved, then all affected users should receive an email notification about the change in their roles.
Role-specific Dashboard Access
Given a user with a specific role logs into the Historical Spending Analyzer, when they navigate to the dashboard, then the user should only see the widgets and data that correspond to their assigned role without accessing unrelated information.
Historical Data Refresh Capability
-
User Story
-
As a finance team member, I want the spending data to refresh regularly so that I can base my analysis on the most current information available.
-
Description
-
The Historical Data Refresh Capability automatically updates spending data in real time or at scheduled intervals without user intervention. This feature ensures that users have access to the most current financial data for accurate analysis and decision-making. By keeping data fresh and relevant, this requirement enhances the accuracy of the insights provided by the analyzer tool.
-
Acceptance Criteria
-
User is logged into LogiStream and views the Historical Spending Analyzer dashboard at the start of the workday and wants to see the most up-to-date financial data for their analysis.
Given that the user is logged into the system, when the user accesses the Historical Spending Analyzer dashboard, then the system should display the most recent spending data automatically updated without manual intervention.
A user configures the Historical Data Refresh Capability for automatic refresh at specific intervals, such as every hour, and leaves the application while the refresh process is supposed to occur.
Given that the user has set the refresh interval to one hour, when the scheduled time for the refresh arrives, then the system should successfully update spending data without requiring any user input, and the time of the last refresh should be logged.
The user wishes to analyze historical spending data related to a specific project and expects the data to be updated in real time as new expenses are incurred.
Given that real-time updates are enabled, when new spending data is input into the system, then the Historical Spending Analyzer should reflect the updated information immediately upon refresh, providing accurate analysis without delays.
A user notices discrepancies in their spending reports and wants to verify that the data in the Historical Spending Analyzer is current and accurately reflects recent transactions.
Given that discrepancies have been reported, when the user refreshes the Historical Spending Analyzer dashboard, then the data displayed should match the latest transactions recorded in the database, confirming data accuracy.
After a scheduled refresh interval, the user checks if the Historical Data Refresh Capability has processed updates without any errors.
Given that the scheduled refresh has completed, when the user reviews the update logs, then there should be a record showing successful data refreshes without any failure messages or alerts indicating issues during the update process.
Users require confirmation that data is being refreshed at the defined intervals for compliance reporting purposes.
Given that the Historical Data Refresh Capability is configured, when the user requests a report on the refresh history, then the report should include timestamps and status details for each refresh operation conducted during the selected time period.
In case of a system malfunction, users need to be aware of when the last successful update occurred to assess the accuracy of the data in the Historical Spending Analyzer.
Given that the system is functioning correctly, when the user views the Historical Spending Analyzer, then there should be an indicator showing the timestamp of the last successful data refresh, allowing users to evaluate data reliability.
Integrated Savings Dashboard
The Integrated Savings Dashboard consolidates all savings data into a single view, showcasing real-time savings achieved through implemented strategies and initiatives. This feature not only tracks progress but also serves as a motivational tool for cost-savvy analysts by visualizing their contributions to the overall financial health of the organization.
Requirements
Real-time Savings Tracking
-
User Story
-
As a cost analyst, I want to see real-time updates on savings so that I can effectively measure my contributions to the organization's financial performance.
-
Description
-
The Real-time Savings Tracking requirement involves the integration of a dynamic tracking system that updates savings data as strategies are implemented. This feature will allow users to visualize the financial impact of their initiatives immediately, fostering a deeper understanding of cost-saving efforts. By providing a live feed of savings metrics, the organization can better assess performance and make informed decisions to enhance overall financial health. This tracking system is crucial for encouraging employee engagement in cost-saving measures and aligning them with strategic objectives.
-
Acceptance Criteria
-
User accesses the Integrated Savings Dashboard to view real-time savings data after recent cost-saving initiatives have been implemented.
Given the user accesses the Integrated Savings Dashboard, when the recent cost-saving initiatives have been implemented, then the dashboard displays updated savings metrics reflecting the latest data within 5 minutes.
A user engages with the dashboard's filters to view savings data by department, ensuring the data displayed is accurate and relevant to the selected filter.
Given the user selects a specific department filter on the Integrated Savings Dashboard, when the filter is applied, then the dashboard updates to exclusively show savings data for that department only, with no discrepancies.
The financial performance of the organization is assessed using the real-time savings data in a team meeting, highlighting areas that need improvement.
Given the team accesses the Integrated Savings Dashboard during a meeting, when they review the savings data, then they can identify at least three actionable areas for enhancing cost-saving strategies based on real-time metrics.
The dashboard's accuracy is validated by comparing the displayed savings data with backend financial records for the past month.
Given the backend financial records are retrieved, when compared with the savings data displayed on the Integrated Savings Dashboard, then the savings data must match the backend records within a 2% margin of error.
User receives a notification when savings data exceeds predefined savings thresholds set for their department.
Given the predefined savings thresholds are established, when savings data for the department exceeds these thresholds, then an automated notification is sent to the relevant users via the integrated messaging system.
The impact of real-time savings tracking on user engagement is measured over a quarter through user activity metrics reported from the dashboard.
Given user engagement metrics are collected over a quarterly period, when analyzed, then there should be a minimum of 20% increase in user interaction with available tools and resources within the dashboard compared to the previous quarter.
Users can visualize savings trends over time in the Integrated Savings Dashboard to assess long-term performance and strategy impact.
Given the time period options are provided on the dashboard, when users select a specific range (e.g., month, quarter, year), then the dashboard displays a clear and interactive trend graph representing savings fluctuations during that time frame.
Savings Visualization Tools
-
User Story
-
As a team leader, I want to visualize savings data through charts so that I can motivate my team to meet our cost-saving targets.
-
Description
-
The Savings Visualization Tools requirement focuses on creating interactive graphs and charts that depict savings trends over time, categorizing data by department or initiative. These visualization tools will not only make the savings data more digestible but also highlight patterns and insights that can motivate teams to achieve their goals. By integrating data visualization, users can quickly understand the effectiveness of different strategies and adjust their approaches as necessary. This feature enhances user engagement and promotes a data-driven culture within the organization.
-
Acceptance Criteria
-
User Accessing the Integrated Savings Dashboard to Monitor Departmental Savings
Given a user with appropriate permissions, when they access the Integrated Savings Dashboard, then they should see visual representations of savings data categorized by department and initiatives for the current fiscal year.
User Interaction with Savings Visualization Tools
Given a user on the Integrated Savings Dashboard, when they hover over or click on interactive graphs, then detailed savings data and trends should be displayed in a tooltip or side panel for enhanced understanding.
Monthly Reporting of Savings Trends
Given the Integrated Savings Dashboard is updated, when the user selects the monthly report option, then the dashboard should generate a comprehensive report that outlines savings trends, categorized by department and initiative, over the past month.
Comparison of Savings Strategies
Given a user on the Integrated Savings Dashboard, when they select two or more initiatives for comparison, then a side-by-side graph should appear showing how each initiative performed in terms of savings achieved over a specified period.
User Customization of Dashboard Views
Given a user on the Integrated Savings Dashboard, when they select customization options, then they should be able to create personalized views that prioritize the data they find most relevant, including specific departments and initiatives.
Performance Metrics for Savings Visualization Tools Usage
Given the Integrated Savings Dashboard is in use, when the system tracks user interactions, then it should report metrics on user engagement, including the frequency of dashboard access and the most viewed savings categories.
Mobile Access to Savings Visualization Tools
Given a user accesses the Integrated Savings Dashboard from a mobile device, when they log in, then the dashboard should be fully functional and visualizations should be responsive and easy to interact with on smaller screens.
User Performance Ratings
-
User Story
-
As a manager, I want to see performance ratings for team members so that I can recognize and reward their effective cost-saving efforts.
-
Description
-
The User Performance Ratings requirement involves the development of a system that evaluates and rates user contributions toward savings initiatives. This feature will create a transparent metric by which individual and team performances are recognized. By incentivizing users based on their performance ratings, employees are encouraged to actively participate in cost-saving strategies, ultimately leading to greater overall savings for the organization. This feature not only reinforces accountability but also drives a competitive spirit among teams, fostering a culture of continuous improvement.
-
Acceptance Criteria
-
User views their personal performance rating on the Integrated Savings Dashboard after submitting a cost-saving initiative.
Given the user is logged in, when they navigate to the Integrated Savings Dashboard, then their personal performance rating should be displayed prominently along with the total savings achieved.
Manager reviews team performance ratings on the Integrated Savings Dashboard at the end of the month.
Given the manager is logged in, when they access the team performance section of the Integrated Savings Dashboard, then they should see each team member's performance rating and the corresponding savings they contributed to that month.
User receives notifications about their performance ratings updates on the Integrated Savings Dashboard.
Given the user has opted in for notifications, when their performance rating changes, then they should receive an email notification detailing the updated rating and the reasons for the change.
Admin sets up initial performance rating benchmarks for users in the system.
Given the admin is logged in, when they access the performance settings page, then they should be able to set, edit, and save performance rating benchmarks for individual users and teams.
User accesses historical performance ratings through the Integrated Savings Dashboard.
Given the user is logged in, when they select the historical data view, then they should be able to see a timeline of their previous performance ratings and the associated savings over the past year.
User shares their performance rating report with their team.
Given the user is logged in and viewing their performance rating, when they click on the share button, then their performance report should be successfully shared with selected team members via email.
Customizable Alerts
-
User Story
-
As an analyst, I want to receive alerts for achieving savings milestones so that I can stay informed and celebrate our team's successes in real time.
-
Description
-
The Customizable Alerts requirement enables users to set up personalized notifications for when savings goals are met or when significant changes in savings metrics occur. This feature ensures that users stay informed about critical updates that affect their work and allows them to take proactive measures in response to these changes. By enabling users to customize what alerts they receive, the application becomes more user-centric and tailored to individual needs, driving engagement and responsiveness.
-
Acceptance Criteria
-
User sets up a new customizable alert for reaching a savings threshold of $10,000.
Given the user is on the Integrated Savings Dashboard, when they create a new alert for a savings goal of $10,000, then the system should successfully save the alert and confirm its activation with a notification.
User receives a notification when their savings goals are met.
Given the user has set a savings goal alert and the savings reach that goal, when the threshold is crossed, then the user receives a notification indicating that the savings goal has been met.
User customizes the types of alerts they wish to receive for significant changes in savings metrics.
Given the user is on their alert settings page, when they select specific metrics for notifications and save their preferences, then the system should successfully update the user's alert settings and confirm the changes with a notification.
User tests the alert system for real-time notifications based on customized settings.
Given the user has set up various alerts, when a significant savings metric change occurs, then the user should receive real-time notifications according to the predefined settings.
User attempts to delete a previously set customizable alert.
Given the user has existing alerts, when they select an alert and choose to delete it, then the system should remove the alert and notify the user of successful deletion.
User views a history of past alerts triggered by savings metrics changes.
Given the user is on the alert history page, when they request to view past alerts, then the system should display a chronological list of all triggered alerts with details for each alert.
Historical Data Comparison
-
User Story
-
As a finance officer, I want to compare current savings with past data so that I can analyze trends and make more informed strategic recommendations.
-
Description
-
The Historical Data Comparison requirement focuses on allowing users to compare current savings achievements with historical data. This feature will provide context to the savings figures by showing trends and changes over time, allowing for better insight into what strategies are working and which are not. By having this comparison tool, organizational stakeholders can identify effective practices and replicate them across departments, thus enhancing overall savings performance.
-
Acceptance Criteria
-
User navigates to the Integrated Savings Dashboard and selects the Historical Data Comparison feature to analyze savings trends over the past fiscal year.
Given that the user has selected the Historical Data Comparison feature, when they input a specific time range (e.g., last year), then the dashboard should display a graphical representation of savings data comparing current achievements with historical figures.
An analyst views the Historical Data Comparison and filters results by department to identify effective savings strategies.
Given that the user filters by department, when they click 'Apply', then the dashboard should update to show only the savings data relevant to the selected department, allowing for focused analysis.
A stakeholder accesses the Historical Data Comparison to generate a report on savings trends to present in a quarterly meeting.
Given that the user requests a report from the Historical Data Comparison, when they click 'Export', then a downloadable report should be generated in a PDF format, accurately reflecting the displayed data.
A cost-savings analyst accesses the Integrated Savings Dashboard at the start of a new quarter to review the performance of the previous quarter's savings initiatives.
Given that the user accesses the Historical Data Comparison, when they select 'Last Quarter' as the comparison period, then the dashboard should show saved amounts and highlight any strategies that exceeded or fell short of expectations.
The financial team reviews the Historical Data Comparison results to identify underlying reasons for fluctuations in savings from the previous year to the current.
Given that the user selects a comparison of this year versus last year, when they analyze the trends, then the dashboard should clearly indicate the percentage increase or decrease in savings over that period with possible reason indicators (e.g., strategy changes, market factors).
A dashboard user checks the Historical Data Comparison feature to see visual representations of savings by month over the last two years to prepare for budget forecasting.
Given that the user selects 'Monthly' data and inputs the two-year period, when they view the dashboard, then it should show line graphs that accurately represent monthly savings for both years simultaneously for easier forecasting.
An organization’s manager wants to analyze how historical savings data correlates with operational changes made within the company.
Given that the user accesses the Historical Data Comparison, when they input specific operational changes as filters, then the dashboard should provide insights into the impact of those changes on the savings over time.
Integration with Financial Systems
-
User Story
-
As an IT administrator, I want to integrate our savings dashboard with our financial systems so that our data remains accurate and up-to-date without additional manual input.
-
Description
-
The Integration with Financial Systems requirement ensures that the Integrated Savings Dashboard can seamlessly connect to existing financial software and databases used by the organization. This integration allows for real-time data synchronization, ensuring that users always have access to the most current savings data. By facilitating this connection, the Integrated Savings Dashboard enhances its value, allowing organizations to leverage their existing systems while gaining actionable insights without redundant manual entry or errors.
-
Acceptance Criteria
-
User requires real-time access to savings data from the Integrated Savings Dashboard while utilizing the organization's existing financial software.
Given the financial systems are integrated with the Integrated Savings Dashboard, when a user accesses the dashboard, then they should see up-to-date savings data reflecting the latest entries from the financial systems within 5 minutes.
An analyst needs to generate a savings report using the Integrated Savings Dashboard that reflects current data from financial systems.
Given the user selects the report generation option on the dashboard, when the report is generated, then it should include data accurately pulled from the latest financial sources with a timestamp indicating the data sync time.
The organization is implementing a new financial system and needs to ensure compatibility with the Integrated Savings Dashboard.
Given a new financial system is introduced, when the integration process is initiated, then the Integrated Savings Dashboard should successfully connect to the new system with no loss of data integrity and provide a feedback mechanism to confirm the integration status.
Users are entering manual savings data into the Integrated Savings Dashboard from a spreadsheet.
Given a user has a spreadsheet with savings data, when they upload the spreadsheet to the dashboard, then the data should be accurately reflected in the dashboard without errors and confirm successful import with a summary of changes made.
Management wants to view savings trends over time utilizing data from integrated financial systems to assess performance.
Given the Integrated Savings Dashboard has historical savings data integrated, when a user selects the trend analysis feature, then they should receive a visual representation of the savings trends over the past 12 months with seasonal variations highlighted.
The organization needs to review the stakeholders' contributions to savings initiatives through the Integrated Savings Dashboard.
Given the roles and contributions are tracked in the financial systems, when the user navigates to the contributions section of the dashboard, then it should display a detailed breakdown of savings contributions by each stakeholder with appropriate filters for date ranges.
Insight Exchange Hub
The Insight Exchange Hub empowers users to seamlessly share their analytics and insights with others in the LogiStream community. This platform fosters collaboration, allowing data analysts to showcase their findings, learn from peer analyses, and access a richer pool of actionable intelligence. By promoting knowledge sharing, users can make more nuanced strategic decisions, enhancing overall operational performance.
Requirements
User Authentication & Role Management
-
User Story
-
As a data analyst, I want to securely log in to the Insight Exchange Hub so that I can share my insights and collaborate with my peers without compromising sensitive data.
-
Description
-
The User Authentication & Role Management requirement ensures secure access to the Insight Exchange Hub by implementing a robust authentication system. This includes user registration, login functionality, and multi-factor authentication to verify user identities. Additionally, the feature will enable role-based access control, ensuring that users can only access functionalities that align with their designated roles. This enhances security and provides customizable experiences, allowing different users to access tailored insights based on their roles in the organization. Ultimately, this requirement is vital for maintaining the integrity and security of shared data within the LogiStream community.
-
Acceptance Criteria
-
User Registration Process for New Users
Given a new user accesses the Insight Exchange Hub, when they complete the registration form with valid details and submit, then the user should receive a confirmation email and be able to log in with their credentials.
User Login Functionality
Given a registered user attempts to log in to the Insight Exchange Hub, when they enter their valid email and password, then they should be successfully logged into the platform and redirected to the dashboard.
Multi-Factor Authentication (MFA) Implementation
Given a user is logging in from a new device, when they enter their credentials and receive an authentication code via their registered phone, then they must enter this code to access their account securely.
Role-Based Access Control (RBAC) for Analysts
Given a user with an Analyst role logs into the Insight Exchange Hub, when they access the analytics dashboard, then they should see analytics tools and features available only for their role and not those for other roles.
Error Handling for Failed Login Attempts
Given a user attempts to log in with incorrect credentials, when they fail three consecutive login attempts, then the system should lock their account temporarily and inform them to check their email for recovery instructions.
User Role Modification by Admin
Given an administrator is logged into the Insight Exchange Hub, when they navigate to the user management section and change a user's role, then the updated role should be reflected immediately in the user's access permissions.
User Logout Functionality
Given a user is logged into the Insight Exchange Hub, when they click the logout button, then they should be logged out of the system and redirected to the homepage with an option to log in again.
Insight Submission & Review Process
-
User Story
-
As a data analyst, I want to submit my insights for peer review so that I can receive constructive feedback and improve the quality of my analyses before sharing them with the community.
-
Description
-
The Insight Submission & Review Process requirement will facilitate the ability for users to submit their analyses and insights for sharing within the LogiStream community. This feature will allow users to create, edit, and submit their insights, while also incorporating a peer review mechanism to ensure the quality and accuracy of shared data. The submission process will include options for categorizing insights, tagging relevant topics, and specifying target audiences. This requirement supports knowledge sharing and learning among community members, ultimately promoting better-informed decision-making across enterprises.
-
Acceptance Criteria
-
User successfully submits a new insight for review in the Insight Exchange Hub.
Given a logged-in user, when they navigate to the Insight Submission page and fill out the required fields (title, content, categories, tags), then their insight submission should be saved and entered into the review process.
User edits an existing insight before submission.
Given a user has submitted an insight, when they click on the edit button, modify the insight content, and save the changes, then the updated insight should reflect the latest modifications and remain in the review process.
User categorizes insights effectively during submission.
Given a user is submitting an insight, when they select categories from a predefined list and submit the insight, then the categories should be accurately recorded and visible to all users in the Insight Exchange Hub.
Peer review process is initiated upon submission of insight.
Given an insight is submitted by a user, when it enters the review stage, then designated reviewers should receive notifications and be able to provide feedback or approve the submission within a specified timeframe.
Users can view insights that have been submitted and reviewed.
Given a user is on the Insight Exchange Hub, when they filter insights by category or review status, then the displayed results should accurately reflect the insights that meet the filter criteria.
Users can tag insights with relevant topics during submission.
Given a user is submitting an insight, when they add tags to the submission, then those tags should be saved and accessible for filtering by other users in the Insight Exchange Hub.
Users receive confirmation upon successful insight submission.
Given a user submits an insight, when the submission is successful, then the user should receive a confirmation message indicating that their insight has been successfully submitted for review.
Analytics Dashboard Integration
-
User Story
-
As a logistics manager, I want to access shared insights directly from my analytics dashboard so that I can make informed decisions based on the latest data without having to navigate away from my main tools.
-
Description
-
The Analytics Dashboard Integration requirement involves creating a seamless interface between the Insight Exchange Hub and the existing LogiStream dashboards. This feature will allow users to view and interact with shared insights directly from their primary analytics dashboard. The integration will provide real-time updates and visualizations of community-shared data, enhancing users' ability to make informed decisions quickly. Additionally, this functionality will allow users to filter, bookmark, and comment on insights, fostering a collaborative environment. This requirement is critical for maintaining an efficient flow of information and ensuring that insights are readily accessible.
-
Acceptance Criteria
-
User accesses the Analytics Dashboard Integration to view real-time updates of community-shared insights during a decision-making meeting.
Given the user is logged into LogiStream, When they navigate to the Analytics Dashboard Integration, Then they can view all community-shared insights updated in real-time.
User filters community-shared insights based on specific criteria within the Analytics Dashboard Integration.
Given the user is on the Insights Dashboard, When they apply a filter by date range and category, Then only the relevant community-shared insights are displayed according to the selected filters.
User bookmarks a community-shared insight for later reference within the Analytics Dashboard Integration.
Given the user is viewing community-shared insights, When they select the bookmark option on a specific insight, Then the insight is saved to their bookmarked section for easy access later.
User comments on a community-shared insight to provide feedback or ask questions within the Analytics Dashboard Integration.
Given the user can see a community-shared insight, When they add a comment to the insight, Then the comment is saved and visible to other users in the community.
User interacts with visualizations of community-shared insights on their analytics dashboard.
Given the user is viewing visualizations in the Analytics Dashboard Integration, When they hover over specific data points, Then tooltips with detailed information about the data are displayed.
User learns from peer analyses by accessing shared insights in the Analytics Dashboard Integration.
Given the user is a member of the LogiStream community, When they browse through shared insights, Then they can access detailed analyses and commentary provided by their peers.
Feedback Loop & Rating System
-
User Story
-
As an Insight Exchange Hub user, I want to provide feedback on the insights I view so that I can contribute to the improvement of shared analyses and help others in the community benefit from high-quality content.
-
Description
-
The Feedback Loop & Rating System requirement will establish a mechanism for users to provide feedback on shared insights. This feature will allow users to rate the usefulness of insights, leave comments, and suggest improvements. The collected feedback will be used to enhance the quality of future submissions and promote community engagement. This requirement encourages an iterative improvement cycle within the Insight Exchange Hub, ensuring that high-quality, relevant insights rise to the top while fostering an active user community.
-
Acceptance Criteria
-
Users provide feedback on shared insights after reviewing them in the Insight Exchange Hub.
Given that a user finds a shared insight valuable, when they navigate to the Feedback Loop, then they should be able to rate the insight on a scale of 1 to 5 stars and leave a comment.
Users view the aggregate ratings of shared insights to gauge their usefulness before engaging with them.
Given that a user is browsing insights, when they look at the insight summary, then they should see the average rating displayed alongside the number of ratings received for that insight.
Users suggest improvements on shared insights to enhance their quality and relevance.
Given that a user wants to provide constructive feedback, when they access the feedback form, then they should be able to enter suggestions for improvements and submit them successfully.
Users receive notifications for feedback received on their shared insights to encourage ongoing engagement.
Given that a user has shared an insight, when someone provides feedback on that insight, then the original user should receive a notification detailing the feedback provided.
Users can filter insights based on their ratings and feedback to easily find high-quality content.
Given that a user is on the insights page, when they apply a filter for a minimum rating, then they should only see insights with ratings equal to or greater than the specified value.
The system collects and displays feedback trends over time to inform users about the quality of insights.
Given that feedback has been collected over a period, when a user accesses the analytics dashboard, then they should be able to view trends showing improvements in insight ratings over time.
Search & Filter Functionality
-
User Story
-
As a user of the Insight Exchange Hub, I want to quickly search for specific insights related to my current projects so that I can find relevant information without sifting through irrelevant data.
-
Description
-
The Search & Filter Functionality requirement will implement advanced search features within the Insight Exchange Hub to allow users to easily find and access relevant insights. This will include keyword searches, filters based on categories, tags, and user ratings. Users will also have the ability to save their search preferences and receive notifications based on their interests. This requirement is essential for enhancing user experience by enabling efficient access to important information and fostering a culture of knowledge sharing.
-
Acceptance Criteria
-
User searches for insights on delivery performance within the Insight Exchange Hub.
Given the user is on the Insight Exchange Hub, when they enter 'delivery performance' in the search bar, then they should see a list of insights relevant to delivery performance sorted by relevance.
User applies filters based on categories and tags to narrow down their search results.
Given the user has selected 'Logistics' as a category and 'Fast Delivery' as a tag, when they perform the search, then the results should only display insights categorized under 'Logistics' with the tag 'Fast Delivery'.
User saves their search preferences for future use.
Given the user has set their search filters to display 'Shipping Delays' insights, when they choose to save their preferences, then the preferences should be stored and readily applied the next time they access the Search & Filter Functionality.
User wants to receive notifications based on new insights related to their interests.
Given the user has subscribed to notifications for the category 'Inventory Management', when a new insight under this category is posted, then the user should receive an email notification about the new insight.
User wants to rate insights they have accessed.
Given the user has viewed an insight and wants to rate it, when they select a rating of 1 to 5 stars, then the rating should be saved and reflected in the overall user rating for that insight.
User searches with keywords that return no results.
Given the user is on the Insight Exchange Hub, when they enter a unique keyword that has no related insights, then they should receive a message stating 'No insights found for your search criteria.'
User wants to see the most popular insights based on user ratings.
Given the user is on the Insight Exchange Hub, when they select the 'Top Rated' filter, then the insights should display in order of their ratings, from highest to lowest.
Collaboration Tools Integration
-
User Story
-
As a team leader, I want to receive notifications about new insights and collaborative discussions related to my projects so that my team can stay informed and engaged with the latest developments.
-
Description
-
The Collaboration Tools Integration requirement focuses on integrating popular collaboration tools like Slack, Microsoft Teams, or email notifications into the Insight Exchange Hub. This feature will allow users to share findings and insights with their teams without leaving the platform. By enabling direct communication and notifications about new insights, comments, or feedback, users can foster collaboration and real-time engagement around shared analyses. This requirement is pivotal in enhancing collaboration and ensuring that insights lead to actionable outcomes across teams.
-
Acceptance Criteria
-
User shares an analysis made in the Insight Exchange Hub via Slack during a team meeting.
Given the user has created an analysis in the Insight Exchange Hub, when they select the 'Share via Slack' option, then a message is sent to the specified Slack channel with a link to the analysis and a summary of the findings.
A user receives a notification in Microsoft Teams when a new analysis is shared that matches their preferred topics.
Given the user has set their preferred topics in the Insight Exchange Hub, when a new analysis matching these topics is published, then a notification is sent to Microsoft Teams with a link to the new analysis.
A user comments on an analysis shared in the Insight Exchange Hub and wants to notify the author through email.
Given a user has commented on an analysis in the Insight Exchange Hub, when they select the 'Notify author via email' option, then an email is sent to the author containing the comment and a link to the analysis.
A user checks the Insights Exchange Hub for recent updates and sees a list of all new insights since their last login.
Given the user logs into the Insight Exchange Hub, when they navigate to the 'Recent Insights' section, then they can see a list of all new insights added since their last login, including titles and a brief summary for each.
A user integrates their email to receive daily summaries of shared analyses and insights from the Insight Exchange Hub.
Given the user has connected their email in the Insight Exchange Hub settings, when the daily summary is generated, then the user receives a well-formatted email summarizing the insights shared in the last 24 hours.
Benchmarking Analytics Tool
The Benchmarking Analytics Tool provides users with comparative insights against industry standards or peer performance metrics. This feature allows logistics professionals to evaluate their operations in a broader context, identifying areas of strength and opportunities for improvement. By understanding where they stand relative to others in the market, users can set informed targets and drive continuous enhancements in efficiency.
Requirements
Real-time Benchmark Reporting
-
User Story
-
As a logistics manager, I want to receive real-time performance reports against industry benchmarks so that I can make timely decisions that improve my logistics operations.
-
Description
-
The Real-time Benchmark Reporting requirement focuses on the need for the Benchmarking Analytics Tool to provide instant, real-time insights into performance metrics compared to industry standards and peers. This feature will enable users to access comprehensive reports that highlight key performance indicators within their logistics operations, fostering timely decision-making and strategic adjustments. The implementation of this requirement will ensure that users not only receive historical data but also current performance information, empowering them to make proactive improvements and optimize operations in real-time.
-
Acceptance Criteria
-
User accesses the Benchmarking Analytics Tool to generate a real-time performance report comparing their logistics metrics to industry standards and peer metrics.
Given a user has access to the Benchmarking Analytics Tool, when they request a real-time performance report, then the report should display current metrics compared to at least three industry standards and three peer metrics within five seconds.
User customizes the metrics they want to compare in the Benchmarking Analytics Tool to gain insights relevant to their specific logistics operations.
Given a user is on the performance report customization page, when they select specific metrics for comparison, then the system should accurately generate a report reflecting these metrics, with no errors, and it should be generated within ten seconds.
User identifies strengths and weaknesses in their logistics operations after reviewing the real-time benchmark report to make informed strategic decisions.
Given the user has viewed the real-time benchmark report, when they analyze the comparative results, then they should be able to identify at least two strengths and two weaknesses in their operations, leading to actionable insights.
User shares the generated real-time benchmark report with team members for collaborative decision-making during a strategy meeting.
Given the user has generated a real-time benchmark report, when they attempt to share it with team members via the share functionality, then the report should be accessible by team members within one minute of sharing, and all data should be intact and accurate.
User receives timely alerts on significant shifts in performance metrics compared to benchmarks, enabling proactive responses to issues.
Given the user has set up alerts for key performance indicators, when there is a significant change in any of these metrics, then the user should receive an alert notification via email within one minute of the change.
Customizable Benchmark Criteria
-
User Story
-
As a supply chain analyst, I want to customize the benchmarking criteria so that the analysis aligns with my company’s specific operational goals and challenges.
-
Description
-
The Customizable Benchmark Criteria requirement entails allowing users to personalize the parameters for benchmarking, enabling them to set and adjust the metrics according to their specific business needs. The feature would provide flexibility in defining relevant performance indicators, such as delivery times, cost efficiency, and customer satisfaction rates. By offering this customization, users can ensure that they are measuring their operations against the most pertinent criteria, making the benchmarking process more relevant and beneficial for their unique situation.
-
Acceptance Criteria
-
As a logistics manager, I want to customize the benchmark criteria to include delivery times and customer satisfaction rates so that I can better assess my team's performance in alignment with industry standards.
Given that the user is logged into LogiStream, when they navigate to the Benchmarking Analytics Tool and select 'Customize Benchmark Criteria', then they should be able to add and remove performance indicators such as delivery times and customer satisfaction rates.
As a logistics professional, I need to ensure that the system allows me to set specific values for each benchmark parameter, enabling tailored performance assessments for my operations.
Given that the user is on the Customizable Benchmark Criteria page, when they enter specific values for the selected performance indicators and click 'Save', then those values should be stored and reflected in the benchmarking reports.
As a team leader, I want to apply my customized benchmark criteria to historical data so that I can analyze past performance against the newly defined metrics.
Given that individual custom metrics have been set, when the user selects a historical data range for analysis, then the system should display the benchmarking results based on these custom criteria in the analytics dashboard.
As a logistics enterprise, I need to ensure that the benchmarking metrics can be compared against both industry standards and peer performance to identify areas for improvement.
Given that the user has defined custom benchmark criteria, when they generate a benchmarking report, then the report should include comparisons against industry averages and peer metrics for all selected performance indicators.
As a user of the Benchmarking Analytics Tool, I need an intuitive interface to facilitate easy customization of my benchmark criteria so that all team members can efficiently configure their settings based on their insights.
Given that the user accesses the Customizable Benchmark Criteria interface, when they view the layout, then it should present a user-friendly design with clear indications for adding, removing, and adjusting performance indicators.
As a global enterprise, I want to be able to share my customized benchmark settings with other team members so that we can collaborate and align our performance assessments across departments.
Given that the user has created custom benchmark criteria, when they select the 'Share' option, then the customized settings should be made available to specified team members with appropriate access permissions.
Visual Performance Dashboards
-
User Story
-
As a logistics executive, I want to see visual dashboards that present benchmarking data so that I can quickly identify performance trends and make informed business decisions.
-
Description
-
The Visual Performance Dashboards requirement emphasizes the need for a user-friendly interface that graphically displays benchmarking metrics and comparisons. The dashboards should include visual representations such as graphs, charts, and heat maps to enhance data comprehension. This visual format will make it easier for users to identify trends and areas needing improvement at a glance, thus facilitating quicker insights and more effective communication across teams within the organization.
-
Acceptance Criteria
-
Visual Performance Dashboard displays relevant benchmarking metrics for operational efficiency.
Given a user accesses the Visual Performance Dashboard, When the dashboard loads, Then it should display at least three benchmarking metrics with real-time data visualized using graphs, charts, or heat maps.
User interaction with the Visual Performance Dashboard is intuitive and responsive.
Given a user navigates through the Visual Performance Dashboard, When they hover over any chart or graph, Then detailed tooltip information should appear within 1-2 seconds.
Visual Performance Dashboard allows users to customize the displayed metrics according to their needs.
Given a user selects custom options on the Visual Performance Dashboard, When they save their preferences, Then the dashboard should retain these custom settings upon the next visit.
The Visual Performance Dashboard provides comparison against industry standards.
Given a user views the Visual Performance Dashboard, When they select an industry standard for benchmarking, Then the dashboard should provide a clear comparison between user metrics and the selected standard with visual indicators.
Load time for the Visual Performance Dashboard meets performance standards.
Given a user opens the Visual Performance Dashboard, When the load process begins, Then the dashboard should fully load within 3 seconds.
Visual Performance Dashboard is compatible across various devices.
Given a user accesses the Visual Performance Dashboard on a mobile device, When the dashboard opens, Then all visual elements should be properly formatted and functional on screens smaller than 7 inches.
User can export data from the Visual Performance Dashboard for reporting purposes.
Given a user is viewing the Visual Performance Dashboard, When they click the export button, Then the dashboard should generate a downloadable report in PDF and CSV formats containing the displayed metrics.
Automated Performance Alerts
-
User Story
-
As a warehouse supervisor, I want to receive automated alerts when metrics fall below benchmarks so that I can take immediate actions to address operational issues.
-
Description
-
The Automated Performance Alerts requirement specifies the need for the Benchmarking Analytics Tool to include a feature that automatically generates alerts when performance metrics deviate from established benchmarks. This proactive alerting system will notify users of potential concerns or opportunities for improvement in their operations. By receiving timely alerts, users can react promptly to issues as they arise, ensuring they maintain optimal operational efficiency.
-
Acceptance Criteria
-
User receives a notification alert when warehouse shipment delivery times exceed the benchmark by 15%.
Given the user has set a benchmark for delivery times, when a shipment exceeds that benchmark by 15%, then the user should receive an automated alert detailing the shipment ID and the time deviation.
User receives alerts for cost increase metrics that surpass the established industry standards.
Given that the user has established industry cost benchmarks, when operational costs increase by more than 10% compared to the benchmark, then an automated alert should be sent to the user with cost details.
User has configured alerts for inventory levels that fall below acceptable thresholds.
Given the user has set acceptable inventory thresholds, when the inventory level drops below the defined threshold, then the user must receive a notification alerting them of the low inventory status.
User examines alert history for performance metric deviations over the last month.
Given the user is logged into the Benchmarking Analytics Tool, when 'View Alert History' is selected, then the user should see a detailed log of all alerts triggered in the last month.
User customizes alert settings for different performance metrics.
Given the user is in the alert configuration section, when the user selects performance metrics and defines new threshold values, then the system must save these settings and confirm with a success message.
User receives a weekly summary of all performance alerts triggered during the week.
Given the user has opted in for weekly summaries, when the end of the week is reached, then the user should receive an automated email summarizing all alerts triggered, including recommendations for improvement.
Peer Comparison Analytics
-
User Story
-
As a business development manager, I want to analyze my performance against top-performing peers so that my team can adopt best practices and improve our efficiency.
-
Description
-
The Peer Comparison Analytics requirement involves integrating analytical tools that allow users to see how their logistics performance stacks up specifically against selected peers or industry leaders. This comparison will offer deeper insights into competitive standings and help identify best practices from industry leaders that can be adopted. This enhanced benchmarking will strengthen decision-making and strategic planning by offering users a clearer context within the competitive landscape.
-
Acceptance Criteria
-
User accesses the Peer Comparison Analytics feature to compare their logistics performance against selected peer companies within the logiStream dashboard.
Given the user has selected peer companies for comparison, when they generate a benchmarking report, then the system displays a side-by-side comparison of key performance metrics with graphical representations for easy understanding.
A logistics manager wants to identify areas for improvement based on the benchmarking results provided by the Peer Comparison Analytics feature.
Given the user reviews the benchmarking report, when they access the insights and recommendations section, then the system provides targeted suggestions for performance enhancements based on peer analysis.
A user wants to save the benchmarking report from the Peer Comparison Analytics for future reference.
Given the user has generated a benchmarking report, when they click the 'Save Report' button, then the system saves the report in their user profile with a timestamp and makes it retrievable for later access.
A logistics planner is evaluating the impact of recent operational changes through the Peer Comparison Analytics tool.
Given the user has made operational changes, when they compare their current performance metrics against peer data from the last quarter, then the system highlights any significant changes with visual indicators to reflect progress or decline.
A user wants to receive alerts for significant shifts in peer performance that could impact their competitive stance.
Given the user has opted into alerts, when there is a significant change in peer performance metrics, then the system sends a notification to the user's preferred communication method.
A user seeks to understand industry trends through the Peer Comparison Analytics tool.
Given the user selects the 'Industry Trends' option within the Peer Comparison Analytics tool, when they view the analysis, then the system displays current trends and benchmarks relevant to their operations compared to industry leaders.
Historical Performance Tracking
-
User Story
-
As a data analyst, I want to view historical performance data against benchmarks so that I can identify trends and assess the effectiveness of our operational improvements over time.
-
Description
-
The Historical Performance Tracking requirement seeks to provide capabilities for users to view and analyze historical benchmarking data over time. This feature will enable users to track trends and evaluate improvements or regressions against benchmarks across different time periods. Historical analysis will contribute to more strategic long-term planning as users will better understand their progress and areas requiring sustained focus to enhance operational performance.
-
Acceptance Criteria
-
User Accessing Historical Benchmarking Data for Review
Given a user is logged into LogiStream, when the user navigates to the Historical Performance Tracking section and selects a specific time period, then the system displays the relevant historical benchmarking data accurately for that time period.
Comparative Analysis of Historical Data
Given a user has accessed the Historical Performance Tracking section, when the user selects two specific time periods for comparison, then the system generates a comparison report highlighting improvements or regressions in performance against benchmarks for those periods.
Trend Analysis Over Multiple Time Periods
Given a user is in the Historical Performance Tracking section, when the user selects multiple time periods to analyze trends, then the system visually represents the trends in a graph format, showing performance changes over time relative to benchmarks.
Exporting Historical Performance Data
Given a user is viewing historical performance data, when the user clicks on the export button, then the system allows the user to download the benchmarking data in a CSV format without any data loss.
Filtering Historical Data by Metrics
Given a user is on the Historical Performance Tracking page, when the user applies filters based on specific metrics, then the system displays only the data related to the selected metrics accurately.
Integration of Historical Data with Predictive Analytics
Given a user is utilizing the Benchmarking Analytics Tool, when the user views historical data, then the predictive analytics engine incorporates this data to provide future performance forecasts based on historical trends.
Insightful Data Marketplace
The Insightful Data Marketplace serves as a repository for curated datasets, analytics reports, and performance benchmarks contributed by users. This on-demand library allows data analysts to access a wealth of valuable insights tailored to their specific logistical needs. By leveraging shared resources, users save time on data collection and analysis, enabling them to focus on strategic implementations that elevate their operations.
Requirements
User Authentication and Access Control
-
User Story
-
As a data analyst, I want to securely log in to the Insightful Data Marketplace so that I can access the analytical resources and datasets without the risk of unauthorized access.
-
Description
-
The User Authentication and Access Control requirement involves implementing a secure login system that ensures only authorized users can access the Insightful Data Marketplace. This feature will include options for role-based access controls, allowing administrators to set permissions for data analysts and other users. A robust authentication mechanism, including multi-factor authentication, is necessary to protect user accounts and sensitive data. This will enhance security and ensure compliance with data protection regulations while enabling users to work efficiently within their defined roles.
-
Acceptance Criteria
-
User Login to Access the Insightful Data Marketplace as a Data Analyst
Given a registered data analyst, when they enter valid credentials and click on the login button, then they should be successfully redirected to the Insightful Data Marketplace homepage with relevant data access.
Role-Based Access Control Implementation for Administrators
Given an administrator, when they log in and manage user roles, then they should be able to assign and revoke access permissions to other users effectively without encountering errors.
Multi-Factor Authentication During User Login Process
Given a user attempting to log in, when they successfully enter their username and password, then they should receive a prompt to complete a second authentication step (e.g., SMS or email verification) before gaining access.
Error Handling for Invalid Login Attempts
Given a user, when they enter invalid login credentials, then they should receive an appropriate error message indicating incorrect username or password, without revealing whether the username exists.
User Role Verification Once Logged In
Given a user who has logged in, when they navigate to the settings page, then the system should display their correct role (Data Analyst or Administrator) along with the permissions associated with that role.
Data Protection Compliance of the Authentication System
Given the implementation of the login system, when a security audit is conducted, then the system should meet all established data protection regulations and standards applicable to user authentication.
User Session Management and Timeout Functionality
Given a user logged into the Insightful Data Marketplace, when they remain inactive for a predefined duration, then their session should automatically timeout and require re-authentication upon their return.
Dataset Submission and Review Process
-
User Story
-
As a user, I want to submit my datasets to the Insightful Data Marketplace so that I can contribute valuable resources while ensuring they meet quality standards.
-
Description
-
The Dataset Submission and Review Process requirement outlines a structured workflow for users to contribute datasets and analytics reports to the Insightful Data Marketplace. This feature will include user-friendly forms for dataset submission, guidelines for acceptable data formats, and a review process involving peer evaluations or administrator approval. By implementing this process, the Marketplace will maintain a high standard of quality for the data available, enabling users to access reliable and valuable insights tailored to logistical needs.
-
Acceptance Criteria
-
User submits a dataset through the Insightful Data Marketplace interface.
Given a user is logged into the Insightful Data Marketplace, when they fill out the dataset submission form with valid information and click the 'Submit' button, then the dataset should be recorded in the system and a confirmation message displayed to the user.
Admin reviews submitted datasets for quality and compliance with guidelines.
Given a dataset has been submitted, when the admin accesses the review dashboard and selects the dataset for evaluation, then the admin should be able to approve or reject the dataset based on the established guidelines, and the user should be notified of the decision within 24 hours.
Users can view the status of their submitted datasets.
Given a user has submitted a dataset, when they navigate to the 'My Submissions' section, then they should see a list of their submitted datasets along with the current status of each (Submitted, Under Review, Approved, Rejected).
Users access guidelines for acceptable data formats before submission.
Given a user is on the dataset submission page, when they select the 'Guidelines' link, then they should be presented with a clear and comprehensive list of acceptable data formats and submission criteria.
Users can provide feedback on the dataset review process.
Given a user has had a dataset submitted for review, when they receive the outcome notification, then they should have the option to provide feedback on the review process via a feedback form, which should be stored in the system for quality improvement purposes.
System logs all actions related to dataset submissions and reviews for audit purposes.
Given any action is taken on a dataset (submitted, approved, rejected), when the action occurs, then an entry should be created in the system log that includes the dataset ID, action taken, timestamp, and user ID of the person who performed the action.
Search and Filter Capabilities
-
User Story
-
As a data analyst, I want to search for specific datasets by keywords and filters so that I can easily find the relevant information I need for my analysis.
-
Description
-
The Search and Filter Capabilities requirement focuses on enhancing the user experience by allowing users to quickly find specific datasets and reports in the Insightful Data Marketplace. Users will be able to use keyword searches, category filters, and advanced search functionalities, such as sorting by relevance, date, or user ratings. This feature is critical in ensuring users can efficiently locate the data they need, reducing the time spent on data collection and allowing for quicker decision-making processes.
-
Acceptance Criteria
-
User searches for a dataset using relevant keywords to locate the information needed for a report.
Given the user is on the Insightful Data Marketplace, when they enter a keyword into the search bar and press 'Search', then the results should display datasets and reports that match the keyword entered, ranked by relevance.
User applies multiple filters to narrow down search results for datasets and reports in the marketplace.
Given the user is on the Insightful Data Marketplace, when they select multiple filters (e.g., category, date range, user ratings) and click 'Apply', then the displayed results should only include datasets and reports that match all the selected filters.
User wants to sort search results by different criteria to find the best dataset for their needs.
Given the user has performed a search in the marketplace, when they select a sorting option (e.g., sort by relevance, date, or user ratings) from a dropdown, then the results should reorder to reflect the selected sorting criteria.
User attempts to search for a dataset that does not exist in the repository.
Given the user is on the Insightful Data Marketplace, when they enter a keyword that does not match any datasets or reports and press 'Search', then a message should appear indicating 'No results found' along with suggestions on how to refine their search.
User wants to quickly access frequently used datasets or reports in the marketplace.
Given the user is on the Insightful Data Marketplace, when they click on a 'Favorites' tab, then they should see a list of datasets and reports that they have marked as favorites, easily accessible for quick reference.
User needs to share a specific dataset or report with a colleague via email.
Given the user is viewing a dataset or report, when they click on the 'Share' button and enter an email address to send the link, then the recipient should receive an email with a direct link to the dataset or report.
User wants to see usage statistics for a specific dataset or report to evaluate its popularity.
Given the user selects a particular dataset or report, when they view the details, then they should be presented with usage statistics such as the number of downloads and user ratings.
Analytics Dashboard Integration
-
User Story
-
As a user, I want to see insights from the datasets in my LogiStream dashboard so that I can visualize data trends and make data-driven decisions more effectively.
-
Description
-
The Analytics Dashboard Integration requirement entails the incorporation of key data insights and performance metrics from the datasets in the Insightful Data Marketplace into the existing LogiStream dashboard. Users should be able to visualize data trends, generate reports, and gain actionable insights directly from the dashboard. This integration will enhance the functionality of the LogiStream platform by providing a seamless way to analyze and leverage the data available in the marketplace, empowering users to make informed decisions quickly.
-
Acceptance Criteria
-
Analytics Dashboard displays integrated data from the Insightful Data Marketplace for users to access and analyze.
Given the user has accessed the LogiStream dashboard, when the user navigates to the Analytics section, then the system should display relevant datasets, analytics reports, and performance metrics from the Insightful Data Marketplace.
Users can generate customizable reports based on the integrated data in the dashboard.
Given the user is viewing the Analytics Dashboard, when the user selects specific metrics and criteria for the report, then the system should generate a report that accurately reflects the selected data and parameters.
The dashboard refreshes data in real-time for accurate insights into market trends.
Given the user is actively utilizing the Analytics Dashboard, when new data is added or existing data is updated in the Insightful Data Marketplace, then the dashboard should reflect these changes within 5 minutes.
Users can easily integrate third-party datasets into the analytics dashboard.
Given the user is on the Analytics Dashboard, when the user opts to import a third-party dataset, then the system should allow the upload and automatically integrate it with the existing performance metrics.
The dashboard allows users to visualize data through various chart types and formats.
Given the user is viewing the integrated datasets, when the user selects the visualization option, then the system should provide at least three different chart types (bar, line, pie) for data representation.
Users can share generated reports directly from the dashboard.
Given the user has generated a report, when the user clicks on the 'Share' option, then the system should enable the user to share the report via email or download it in PDF format.
Feedback and Rating System
-
User Story
-
As a user, I want to rate and leave feedback on datasets I access so that I can help others in the community gauge the data's value and quality.
-
Description
-
The Feedback and Rating System requirement focuses on enabling users to provide ratings and comments on datasets and reports accessed from the Insightful Data Marketplace. This system will foster a collaborative environment, where users can share their opinions on the data quality and usefulness. It will also aid in identifying popular datasets and highlight areas for improvement, contributing to the overall quality of the marketplace. This feature will play a crucial role in building trust among users while fostering an engaged community.
-
Acceptance Criteria
-
Users can submit ratings and comments for datasets and reports in the Insightful Data Marketplace.
Given a logged-in user, when they access a dataset or report, then they should see an option to submit a rating (1-5 stars) and a comments box that accepts text feedback.
Users receive confirmation after submitting their feedback on a dataset or report.
Given a user submits a rating and a comment, when they click the submit button, then they should receive a confirmation message indicating that their feedback has been successfully recorded.
Users can view ratings and comments from others on datasets and reports.
Given a dataset or report, when a user views it, then they should see an average rating (based on all submitted ratings) and a list of recent comments from other users.
Users are able to filter datasets and reports based on average ratings.
Given a user is browsing the marketplace, when they apply a filter for datasets with a minimum average rating, then the displayed datasets should meet or exceed that rating.
The system tracks and displays analytics on feedback submissions to identify popular datasets.
Given multiple datasets have been rated, when the admin views the feedback analytics dashboard, then it should display the top 5 datasets based on the volume of feedback received.
Feedback can be modified or deleted by the user who submitted it.
Given a user views their submitted feedback on a dataset, when they click the edit or delete option, then they should be able to modify their rating and comment or remove it entirely.
Collaborative Reporting Module
The Collaborative Reporting Module enables multiple users to work together on analytics reports and visualizations within the Data Insights Marketplace. This facilitation of teamwork allows for diverse inputs, leading to more comprehensive analyses. By collaborating in real-time, users can rapidly generate detailed reports that illustrate performance trends and strategic recommendations, ensuring all stakeholders are aligned.
Requirements
Real-time Collaboration Tool
-
User Story
-
As a data analyst, I want to collaborate in real-time with my team on reports so that we can gather diverse insights and quickly produce comprehensive analyses that are aligned with our strategic goals.
-
Description
-
The Real-time Collaboration Tool enables users to simultaneously edit and comment on analytics reports within the Collaborative Reporting Module of LogiStream. This functionality will facilitate seamless communication among team members, allowing for instantaneous feedback and adjustments during report creation. The tool will enhance teamwork by providing an integrated chat and notifications system that alerts users to changes made by others. Overall, it aims to streamline the reporting process, making it faster and more efficient, ultimately improving the accuracy and depth of insights derived from collaborative analysis.
-
Acceptance Criteria
-
Users collaborate in real-time to generate a performance report utilizing the Real-time Collaboration Tool, with multiple team members editing the document simultaneously during a scheduled meeting.
Given the user has the report open, when another user joins and starts editing, then the first user should see the changes reflected in real-time on their screen.
During the report creation process, users utilize the integrated chat feature to discuss insights and suggestions while reviewing the data visualizations.
Given users are in the report and accessing the chat, when one user sends a message, then all users in the report should receive a notification of the new message in real-time.
Users are alerted to changes or comments made by other team members on the report to facilitate timely feedback and collaborative adjustments.
Given a user is working on a report, when another user edits or comments on the report, then the original user should receive a notification with the details of the changes.
Teams review a completed report that has been collaboratively edited by multiple users to ensure all inputs have been incorporated accurately.
Given the report is saved after collaborative edits, when a user views the revision history, then they should be able to see all changes made by each collaborator, along with timestamps.
Users access the Real-time Collaboration Tool on different devices (e.g., desktop and mobile) to update the report while being in a virtual meeting.
Given users are on different devices, when one user makes an edit, then those changes should be synchronized across all devices in real-time without delay.
Version Control for Reports
-
User Story
-
As a project manager, I want to keep track of different versions of our reports so that I can review changes and ensure that our analyses are consistent and accurate throughout the project lifecycle.
-
Description
-
The Version Control for Reports feature will allow users to track changes made to analytics reports over time within the Collaborative Reporting Module. Users can save different iterations of their reports, revert to previous versions if necessary, and view the history of changes made by team members. This feature will enhance accountability and prevent information loss, ensuring that all stakeholders can refer back to earlier decisions or analyses as needed. It is critical for maintaining the integrity and accuracy of reports, especially when multiple contributors are involved in the creation process.
-
Acceptance Criteria
-
Users need to save a new report version after making significant changes to the analytics report in the Collaborative Reporting Module.
Given a user has made changes to an existing report, when they click the 'Save As New Version' button, then a new version should be created and available in the version history with a timestamp and the user's name.
Users want to view the history of changes made to a report over time in order to understand past decisions.
Given users are on the report details page, when they select the 'View Version History' option, then a list of all saved report versions should be displayed, including date, time, and changelog.
Users need to revert to a previous report version if the latest changes are not satisfactory.
Given a user is viewing the version history of a report, when they select a previous version and click the 'Revert to this Version' button, then the current report should reflect the selected previous version's content.
Multiple users are collaborating on a report and need to be aware of recent edits made by others.
Given two or more users are working on the same report, when one user saves changes, then all collaborating users should receive a notification about the updates with a summary of changes.
Users want to ensure that the report maintains a backup of the original version before any edits are made.
Given a user opens an existing report for editing, when they click the 'Lock Version' option, then the current version should be archived, and no edits should be allowed until it's unlocked.
Users need a way to tag versions of reports for easier identification and organization.
Given a user saves a new version of a report, when they enter a tag before saving, then that tag should be saved with the version and displayed in the version history for quick reference.
Customizable Dashboard for Report Insights
-
User Story
-
As a user, I want to customize my dashboard to focus on the metrics that are most relevant to my role, so that I can access important information quickly and efficiently without unnecessary clutter.
-
Description
-
The Customizable Dashboard for Report Insights will allow users to personalize their analytics displays within the Collaborative Reporting Module. Users can select which metrics and visualizations are most relevant to their analyses, arrange them on their dashboard, and save these preferences for future use. This feature aims to enhance user experience by providing quick access to the most critical insights, tailored to individual user needs. The ability to customize their workspace will promote user engagement and improve the overall efficiency of report generation.
-
Acceptance Criteria
-
Users want to create a personalized dashboard showing their preferred metrics for tracking performance trends in the Collaborative Reporting Module.
Given a logged-in user, when they choose metrics and visualizations to add to their dashboard, then the selected items should be displayed accurately on their dashboard and saved for future sessions.
A team of users collaborates to customize their dashboards to include specific reports relevant to their projects during a meeting.
Given multiple users collaborating, when they simultaneously customize their dashboards, then all users should see the changes in real-time without refreshing their screens.
An individual user wants to rearrange the layout of their dashboard to prioritize certain insights over others as their reporting needs change.
Given a user on their dashboard, when they drag and drop metrics and visualizations to rearrange them, then the new layout should persist after the user logs out and back in again.
A user needs to remove a visualization from their dashboard that is no longer relevant to their analytics needs.
Given a user on their personalized dashboard, when they select the option to remove a visualization, then the visualization should be deleted and no longer appear on their dashboard.
A user wants to save multiple versions of their customizable dashboard for different projects or reporting needs.
Given a logged-in user, when they create and save multiple dashboard configurations, then they should be able to switch between these saved dashboards easily and access specific project insights quickly.
A user is accessing their dashboard from a mobile device and needs the same customizable features available on the desktop version.
Given a mobile user accessing the dashboard, when they log in, then they should have full access to customize their dashboard with the same functionalities as the desktop version.
Interactive Visualization Tools
-
User Story
-
As a business analyst, I want to create interactive visualizations of our data within reports so that I can easily illustrate trends and patterns to stakeholders, making our findings more accessible and understandable.
-
Description
-
The Interactive Visualization Tools will provide users with the capabilities to create dynamic graphs, charts, and other visual representations of data directly within the Collaborative Reporting Module. Users can drag and drop elements, adjust parameters, and choose from various visualization styles to represent their data meaningfully. This requirement is designed to boost engagement and comprehension by allowing users to visually explore data patterns and trends interactively, leading to clearer insights and better strategic decision-making.
-
Acceptance Criteria
-
Users collaborating on a report need to visualize data trends over the last quarter to identify performance improvements and shortfalls during a team meeting.
Given that a user is in the Collaborative Reporting Module, when they select the data set for visualization, then they should be able to drag and drop data points to create a dynamic graph that reflects performance trends over the last quarter.
A team of analysts aims to create a presentation-ready report with multiple visual representations of sales data for stakeholders, requiring real-time updates and collaboration.
Given that multiple users are working within the Collaborative Reporting Module, when one user updates a parameter in the visualization tool, then all other users should see the updated graph in real-time without needing to refresh the page.
A project manager needs to explore various visualization styles for customer feedback data to better communicate insights to the executive team.
Given that a user is in the visualization tool, when they toggle through different chart styles (bar, line, pie) for the customer feedback data set, then they should be able to view and compare each visual representation immediately in the same workspace.
Data analysts are preparing a comprehensive report about operational efficiency and need clear visual indicators for quick assessments during a strategy review.
Given that a user has created a visualization through the Interactive Visualization Tools, when they export the report, then the visual representation should maintain its format and clarity in the export to PDF or presentation view.
A user wants to highlight specific data points in their visualizations to facilitate discussion during a collaborative meeting.
Given that a user is creating a visualization, when they select data points on the graph, then they should have the option to change the color or tooltip of those points to draw attention during the presentation.
An administrator needs to ensure that users are able to save their visualizations and return to their work later without losing any progress.
Given that a user has created a visualization in the Collaborative Reporting Module, when they click the save button, then their work should be stored successfully in the system and retrievable in their dashboard upon log-in subsequently.
A user intends to analyze data from different departments in one unified visualization while collaborating with team members.
Given that a user is in the Collaborative Reporting Module, when they select data sets from different departments to include in their visualization, then they should be able to layer these datasets and perform multi-dimensional analyses seamlessly and interactively.
Automated Report Generation Scheduling
-
User Story
-
As a logistics manager, I want to schedule automated report generation so that I can ensure our analytics are consistently delivered to stakeholders without requiring manual intervention each time.
-
Description
-
The Automated Report Generation Scheduling feature will enable users to set specific time frames for regular report generation within the Collaborative Reporting Module. Users can define schedules for generating reports automatically, including choosing the frequency and format of the reports. This functionality is intended to reduce manual workload, ensuring timely and consistent distribution of reports to stakeholders. This feature will significantly enhance operational efficiency, allowing teams to focus on analysis rather than report compilation.
-
Acceptance Criteria
-
Setting up a weekly automated report generation schedule for sales performance within the Collaborative Reporting Module.
Given a user has access to the Collaborative Reporting Module, when they select the 'Schedule Report' option, then they should be able to set a report to generate weekly on a specified day and time.
Configuring automated report generation to include specific performance metrics chosen by the user.
Given a user is in the report scheduling interface, when they customize their report, then the chosen performance metrics must be accurately reflected in the generated report.
Managing report formats for automated report generation by selecting PDF or Excel formats.
Given a user is scheduling a report, when they choose a report format, then the system must save the user's selection and generate the report in the selected format.
Ensuring users receive notifications of scheduled reports being generated and sent.
Given a user has scheduled a report, when the scheduled time arrives, then the user should receive an email notification confirming the report has been generated and sent.
Editing an existing scheduled report to change the frequency from weekly to monthly.
Given a user has an existing scheduled report, when they edit the schedule settings, then the frequency should be updated successfully to monthly as per the user's input.
Verifying that the generated report aligns with the user's specified schedule and parameters.
Given a user has defined a report schedule, when the report is generated, then the report must include all specified parameters and be generated at the correct time as per the schedule.
Confirming that users can delete any scheduled report from the system at any time.
Given a user has a scheduled report, when they choose to delete that report, then the scheduled report should be removed from the system without any errors.
Feedback-Driven Insights
The Feedback-Driven Insights feature integrates user feedback into the analytics shared within the marketplace, ensuring that the most relevant and useful insights are highlighted. By capturing what matters most to users, this feature enhances the marketplace's value proposition, enabling analysts to focus on data that truly impacts decision-making processes.
Requirements
User Feedback Collection
-
User Story
-
As a user, I want to provide feedback on the features and insights of the marketplace so that I can share my experiences and help improve the platform based on real user needs.
-
Description
-
The User Feedback Collection requirement focuses on creating an accessible interface within LogiStream for users to submit their feedback regarding the functionality and insights of the marketplace. This will enhance user engagement and provide valuable information that can be integrated into future updates. The feedback will be organized into categories for analysis, allowing the team to identify trends in user satisfaction and prioritize enhancements based on user input. By fostering an environment where users can easily share their experiences, LogiStream will demonstrate its commitment to continuous improvement and user-centric development, ultimately leading to increased user satisfaction and retention.
-
Acceptance Criteria
-
User navigates to the Feedback section of LogiStream after completing a task in the marketplace.
Given the user is logged into LogiStream, when they access the Feedback section, then they should see a clear prompt to submit their feedback, along with categorized options for feedback types.
User submits feedback regarding an insight they recently used in the LogiStream marketplace.
Given the user has chosen a feedback category and submitted their comments, when they submit the feedback, then they should receive a confirmation message indicating successful submission.
An analyst reviewing user feedback in the LogiStream dashboard during a review meeting.
Given the analyst has accessed the feedback analytics section, when they filter feedback by category, then the system should display relevant feedback that highlights user trends and satisfaction scores.
A user wants to edit their feedback after realizing they made an error in submission.
Given the user returns to their submitted feedback, when they click on the edit option, then they should be able to modify their feedback before resubmitting it successfully.
A user attempts to submit feedback without providing any comments on the feedback form.
Given the user has not entered any comments and tries to submit, when they click the submit button, then they should receive an error message prompting them to enter their feedback before submission.
A user wants to view previously submitted feedback to review their comments or suggestions.
Given the user navigates to their feedback history, when they access their submitted feedback, then they should see a list of all their previous submissions with dates and statuses for each feedback.
Feedback data is analyzed after a month of implementation of the User Feedback Collection feature.
Given the feedback data from the user submissions, when the analysis is conducted, then actionable insights should be generated that inform the product team of areas for enhancement based on user input.
Insight Highlighting Algorithm
-
User Story
-
As an analyst, I want the most relevant insights to be highlighted so that I can focus on the data that truly impacts my decision-making process and drives value in my role.
-
Description
-
The Insight Highlighting Algorithm requirement involves developing an intelligent algorithm that analyzes collected user feedback to determine which insights are most relevant and valuable to users. This algorithm will prioritize insights based on frequency of mention, user context, and the potential impact on decision-making. By ensuring that the most pertinent data is emphasized, users will be able to make informed choices quickly, enhancing the overall utility of the LogiStream platform. This feature will integrate seamlessly with existing analytics tools, providing a streamlined experience for users seeking actionable data.
-
Acceptance Criteria
-
User submits feedback through the marketplace regarding their recent experiences with insights provided by LogiStream. The feedback is collected over a defined period and submitted through an intuitive feedback form accessible within the dashboard.
Given a user submits feedback highlighting the insights they found most useful, when the Insight Highlighting Algorithm processes this feedback, then the system should prioritize and display these insights prominently in the analytics dashboard based on their frequency of mention and relevance.
An analyst logs into LogiStream's analytics dashboard to review insights from the algorithm after a feedback collection period. They expect to see insights that are derived from the most frequently reported user feedback.
Given the analyst accesses the analytics dashboard, when they view the insights section, then they should see insights ranked by user feedback relevance, with the top insights prominently highlighted to support decision-making.
Post-feedback integration involves stakeholders reviewing the algorithm's output to ensure it aligns with real user needs, particularly focusing on insights that have potential impact on operations.
Given the outputs generated by the Insight Highlighting Algorithm, when stakeholders evaluate the highlighted insights against actual user cases and feedback, then at least 80% of the highlighted insights should be confirmed as relevant and actionable by the review group.
A user accesses the marketplace insights provided by LogiStream to inform their logistical decisions before a major shipment.
Given the user is preparing for an important shipment, when they analyze the insights highlighted by the Insight Highlighting Algorithm, then the user should be able to readily identify top insights that apply to their situation, leading to informed operational decisions.
The system logs instances of user feedback submissions over time to measure engagement and effectiveness of the feedback-driven insights feature.
Given the feedback-driven insights feature is live, when user feedback is collected, then the system should record and report on the volume and types of feedback received, providing a baseline metric for future enhancements to the algorithm.
Real-Time Feedback Dashboard
-
User Story
-
As a product manager, I want to see real-time feedback trends and insights so that I can monitor user satisfaction and make informed decisions on product improvements.
-
Description
-
The Real-Time Feedback Dashboard requirement entails creating a dedicated dashboard within LogiStream where users can view trends in feedback submissions and corresponding insights. This dashboard will provide visualizations of key metrics such as feedback volume, user sentiment, and featured insights over time. By offering real-time analytics on user engagement, this dashboard will allow product managers and analysts to monitor user satisfaction closely, identify potential areas for improvement, and track the effectiveness of implemented changes. This feature will promote a data-driven culture within the organization, ensuring that the product evolves based on user needs.
-
Acceptance Criteria
-
Dashboard User Access and Interface Visualization
Given a logged-in user with dashboard permissions, when they access the Real-Time Feedback Dashboard, then they should see key metrics displayed clearly including feedback volume, user sentiment, and featured insights.
Real-Time Data Updates
Given the Real-Time Feedback Dashboard is open, when user feedback is submitted, then the dashboard should update to reflect new feedback volume and sentiment within one minute.
Historical Data Analysis
Given a product manager viewing the Real-Time Feedback Dashboard, when they select a date range to analyze, then the dashboard should show relevant trends in feedback submissions and insights for the selected period.
User Sentiment Reporting
Given the dashboard is displaying user sentiment data, when a user interacts with sentiment metrics, then they should be able to view a detailed report of sentiment analysis over time, including breakdowns by category.
Feedback Volume Comparison
Given the Real-Time Feedback Dashboard, when a user requests a comparison of feedback volume over two different time frames, then the dashboard should accurately display side-by-side metrics for easy comparison.
Exporting Insights Functionality
Given the completed data visualizations on the Real-Time Feedback Dashboard, when a user selects the export option, then they should be able to download the insights as a CSV file successfully without data loss.
Automated Feedback Alerts
-
User Story
-
As a team member, I want to receive alerts about significant feedback changes so that I can quickly respond to user concerns and maintain high levels of satisfaction.
-
Description
-
The Automated Feedback Alerts requirement involves implementing an alert system that notifies relevant stakeholders when significant changes in user feedback arise. For example, if user satisfaction drops dramatically or if a particular insight receives an influx of negative feedback, the alert mechanism will trigger notifications to key team members. This proactive approach ensures that the team is immediately aware of potential issues and can react promptly, enhancing overall response time and user satisfaction. By addressing concerns before they escalate, LogiStream will maintain a high level of customer trust and engagement.
-
Acceptance Criteria
-
Automated Feedback Alerts are triggered in response to a significant drop in user satisfaction ratings over a specified threshold.
Given a user satisfaction rating drops below 70%, When feedback is aggregated, Then an alert is sent to relevant stakeholders immediately via email and in-app notification.
Automated Feedback Alerts notify stakeholders when a particular insight receives a surge in negative feedback from users.
Given a single insight receives 15% negative feedback in a day, When feedback is monitored, Then an alert is dispatched to stakeholders detailing the insight and feedback pattern.
The alert system should be capable of discerning between different levels of feedback urgency.
Given various feedback score thresholds, When a feedback score is categorized, Then alerts are prioritized with critical alerts flagged for immediate attention and lower priority alerts tagged for review within 24 hours.
The alert notification includes actionable insights related to the user feedback received.
Given an alert is generated from user feedback, When stakeholders receive the notification, Then it includes specific user comments and suggested actions based on previous resolutions.
Automated Feedback Alerts are scalable to accommodate an increasing number of users and feedback submissions.
Given a growth in user base by 50%, When user feedback volume increases, Then alerts should still trigger within 5 minutes without system slowdown or failures.
Stakeholders have the ability to customize their notification preferences for Automated Feedback Alerts.
Given a stakeholder profile configuration, When preferences are saved, Then the alert system respects the individual configuration for alert frequency and type of feedback.
The alert system logs all generated alerts for future reference and analysis.
Given an alert has been triggered, When the alert is logged, Then it is stored in a dedicated database with timestamps, feedback details, and stakeholder notification history.
Feedback Integration with Analytics
-
User Story
-
As an analyst, I want to correlate user feedback with analytics metrics so that I can understand the impact of user input on operational performance and drive strategic decision-making.
-
Description
-
The Feedback Integration with Analytics requirement aims to enable the correlation of user feedback with existing analytics metrics in LogiStream. By integrating feedback with key performance indicators (KPIs), analysts will have a comprehensive view of how user input affects operational metrics and success rates. This integration will facilitate deeper insights, helping teams to understand not just what users are saying, but how that feedback correlates with performance, usage, and ultimately decision-making. Such a holistic approach will significantly enhance the analytical capabilities of LogiStream, leading to more informed and strategic business decisions.
-
Acceptance Criteria
-
Use Case for Correlating Feedback with KPIs in Analytics Dashboard
Given a user selects a specific KPI in the dashboard, When user feedback related to that KPI is available, Then the feedback is displayed alongside the KPI metrics, highlighting positive and negative sentiments clearly.
Validating Real-Time Feedback Updates on Analytics Metrics
Given new user feedback is submitted, When the analytics module refreshes, Then the updated metrics reflecting the new feedback should be visible in the dashboard within 5 minutes.
Reviewing the Impact of Feedback on Operational Metrics
Given the analytics have been deployed, When an analyst generates a report using feedback-integrated KPIs, Then the report must clearly show correlations between feedback trends and performance metrics, without discrepancies.
User Accessibility to Feedback Insights
Given a user accesses the analytics dashboard, When the feedback integration feature is enabled, Then the user should have the capability to filter analytics by feedback categories and view resultant metrics.
Testing the Analytical Accuracy of Correlated Metrics
Given a set of user feedback, When the feedback is correlated with KPIs, Then the resulting metrics must match predefined accuracy thresholds of 90% in reflecting user sentiment's impact on performance.
Ensuring Comprehensive Feedback Categorization
Given user feedback is submitted through various channels, When feedback is aggregated in the analytics engine, Then each piece of feedback must be categorized accurately to ensure proper correlation with relevant KPIs without mismatches.
Evaluating User Satisfaction Post-Integration
Given the feedback integration feature is live, When users utilize the analytics dashboard over a defined period, Then at least 75% of users should express satisfaction regarding the relevance and clarity of insights derived from their feedback.
Trend Discovery Tool
The Trend Discovery Tool assists users in identifying emerging trends and patterns within shared data sets. By analyzing historical data and benchmark analytics, this feature enables users to spot potential shifts in the logistics landscape, allowing them to proactively adjust strategies to stay ahead of the competition.
Requirements
Data Integration Module
-
User Story
-
As a logistics operations manager, I want to integrate diverse data sources into the Trend Discovery Tool so that I can analyze comprehensive datasets and uncover actionable insights.
-
Description
-
The Data Integration Module facilitates seamless connectivity with various data sources, allowing users to pull in data from different systems such as ERP, WMS, and TMS. This module supports multiple data formats and protocols, ensuring that users have access to comprehensive data sets for analysis. It significantly enhances the capability of the Trend Discovery Tool by providing richer data inputs, leading to more accurate trend forecasting and insights. The integration is designed to be user-friendly and maintain the integrity and security of the data during transfers, making it essential for effective decision-making in logistics operations.
-
Acceptance Criteria
-
Data Source Connectivity for the Trend Discovery Tool
Given a valid user account, when the user selects a data source from the list, then the system should successfully establish a connection and retrieve data without errors.
Data Format Compatibility
Given the diverse range of data sources, when a user attempts to integrate data in formats such as JSON, XML, and CSV, then the system should accept and accurately parse all specified formats without data loss.
Data Integrity During Transfer
Given a data transfer initiation, when the user triggers the data integration process, then the system must ensure data integrity, verified by checksums or hashes, with no discrepancies between the source and the integrated data.
User-Friendly Interface for Data Mapping
Given a new data integration setup, when a user accesses the data mapping interface, then the system should provide an intuitive and guided process for users to map fields between source and target systems efficiently.
Error Handling and Reporting for Integration Failures
Given a connection failure due to incorrect credentials, when the user attempts to connect, then the system should display a clear error message indicating the issue and suggesting corrective actions.
Performance Metrics for Integration
Given the loading of large datasets, when the integration is completed, then the system should report performance metrics indicating the time taken for integration and any data records processed, allowing for performance analysis.
Security Protocols During Data Transfers
Given a data integration process, when data is being transferred, then the system must encrypt all data in transit using industry-standard security protocols to ensure data security and compliance.
Real-time Analytics Dashboard
-
User Story
-
As a supply chain analyst, I want to have a real-time analytics dashboard so that I can visualize trends and make quick decisions based on current data.
-
Description
-
The Real-time Analytics Dashboard serves as the central hub for visualizing data outputs from the Trend Discovery Tool. It enables users to view trends and patterns in real-time through interactive charts and graphs. This dashboard will include customizable widgets that allow users to design their own views based on key performance indicators (KPIs) relevant to their operations. The dashboard not only presents data but also provides contextual insights and alerts based on emerging trends, thus empowering users to make informed decisions promptly. It aims to enhance user experience and engagement by being intuitive and easily navigable.
-
Acceptance Criteria
-
User accesses the Real-time Analytics Dashboard to monitor key performance indicators during a weekly operational meeting.
Given that the user is logged into LogiStream, When the user navigates to the Real-time Analytics Dashboard, Then the dashboard should load in less than 3 seconds and display all selected KPIs accurately.
A logistics manager customizes their dashboard to include trends relevant to shipping delays and route efficiencies.
Given that the user is on the Real-time Analytics Dashboard, When the user selects and saves their preferred KPIs and custom widget layout, Then the dashboard should retain these settings for future sessions without error.
The Real-time Analytics Dashboard provides alerts based on significant changes in trends observed in the data.
Given that the Trend Discovery Tool identifies a significant increase in shipping delays, When this trend is detected, Then the dashboard should display a contextual alert highlighting the change, along with recommended actions within 5 minutes.
A user seeks specific trend data through the dashboard's filter options for the last quarter.
Given that the user has access to the Real-time Analytics Dashboard, When the user applies filter options to view trend data for the last quarter, Then the dashboard should present the filtered data accurately and promptly, allowing for export in CSV format.
Multiple users access the Real-time Analytics Dashboard simultaneously during a peak operational hour.
Given that multiple users are logged into the dashboard, When all users attempt to access real-time trend data, Then the system should maintain performance without degradation for all users and provide consistent data views across sessions.
A user interacts with the dashboard's graphical elements to analyze data insights.
Given that the user has selected a graph representing shipping routes, When the user hovers over data points on the graph, Then tooltips should display detailed information about each data point without lag, enhancing the user experience.
Predictive Trend Analysis Engine
-
User Story
-
As a business analyst, I want to use a predictive trend analysis engine so that I can forecast future changes and adapt our logistics strategies accordingly.
-
Description
-
The Predictive Trend Analysis Engine leverages advanced machine learning algorithms to analyze historical data and identify potential future trends in logistics. This feature will provide users with predictive insights that can help them anticipate shifts in demands, supply chain disruptions, and other critical parameters. By integrating statistical models and benchmarking against industry standards, it ensures users can devise proactive strategies to navigate challenges effectively. Enhancing predictive capabilities will greatly assist organizations in optimizing operations and maintaining a competitive edge in the market.
-
Acceptance Criteria
-
User uses the Predictive Trend Analysis Engine to analyze historical shipping data from the last two years to forecast potential demand shifts for the upcoming holiday season.
Given historical shipping data is input into the Predictive Trend Analysis Engine, When the analysis is completed, Then the engine should return forecasted demand trends with at least 90% accuracy based on historical benchmarks.
A logistics manager receives a report generated by the Predictive Trend Analysis Engine that indicates potential supply chain disruptions due to seasonal weather patterns.
Given the Predictive Trend Analysis Engine is operational, When the report is generated, Then the report must highlight at least three potential disruptions, with associated probability ratings over 70%.
A user wants to compare the predictive insights from the Predictive Trend Analysis Engine with industry benchmarks to evaluate performance.
Given the Predictive Trend Analysis Engine has outputs available, When the user accesses the benchmarking feature, Then the insights should be compared against at least five relevant industry benchmarks providing clear visual indicators of performance deviations.
A business analyst utilizes the insights from the Predictive Trend Analysis Engine to develop a proactive strategy for the next quarter.
Given the Predictive Trend Analysis Engine outputs are utilized, When strategies are created based on the insights, Then at least two major operational adjustments should be evident in the strategy document.
After integrating the Predictive Trend Analysis Engine, a user needs to train their team on how to leverage the insights for operational decision-making.
Given the Predictive Trend Analysis Engine is implemented, When training sessions are conducted, Then at least 80% of attendees should successfully demonstrate their understanding through a follow-up assessment post-training.
The Predictive Trend Analysis Engine undergoes performance testing to verify it can handle large data sets without latency.
Given a large dataset is fed into the Predictive Trend Analysis Engine, When processing the data, Then the engine should return insights within a maximum of two minutes, ensuring performance standards are met.
Customizable Alert System
-
User Story
-
As a logistics coordinator, I want to receive customizable alerts about significant trends so that I can react quickly to changes in logistics patterns.
-
Description
-
The Customizable Alert System notifies users of significant changes or trends detected by the Trend Discovery Tool. Users can set up personalized alerts based on specific metrics, thresholds, or data variations, ensuring they are informed promptly about important developments. This feature enhances the tool's responsiveness and allows users to take immediate action when necessary. By integrating both push notifications and email alerts, it ensures that stakeholders receive timely updates regardless of their preferred communication method. This requirement is crucial for maintaining agility in logistics operations and minimizing risks.
-
Acceptance Criteria
-
User sets up a customizable alert for changes in delivery times based on specific thresholds defined in the Trend Discovery Tool.
Given the user has access to the Trend Discovery Tool, when they define a threshold for delivery times, then they should receive an email and push notification when the delivery times exceed the specified threshold.
An administrator configures system-wide metrics for alerts that all users can opt into or customize based on organizational standards.
Given the administrator is logged into the admin panel, when they set up system-wide metrics for alerts, then all users should have the option to enable or disable notifications based on those metrics in their settings.
A user receives an alert triggered by a significant trend detected in fuel costs affecting logistics operations.
Given the user has set up an alert for fuel cost changes, when the fuel costs exceed a defined percentage increase, then the user should receive a push notification and an email alert informing them of the change.
A user views and manages their alert settings within the Trend Discovery Tool to ensure they are receiving only relevant notifications.
Given the user is on the alert settings page, when they update their alert preferences, then the changes should be saved and reflected in their notification settings without errors.
A logistic coordinator wants to ensure that alerts are actionable and provide insights alongside notifications.
Given an alert is triggered, when the user receives the notification, then the notification should include a brief summary of the trend change and recommended actions.
Users enter their preferred communication methods for receiving alerts (email or push notifications) in the application.
Given the user accesses the notification settings, when they select their preferred method of communication for alerts, then their preference should be saved and used for future notifications.
A user tests the alert system to confirm they receive timely notifications when a set threshold is triggered for inventory levels.
Given the user has set a threshold for low inventory alerts, when the inventory level drops below that threshold, then the user should receive both an email and a push notification within 5 minutes of the threshold being breached.
User Access Management Interface
-
User Story
-
As an IT administrator, I want to manage user roles and permissions so that I can control access to sensitive data within the Trend Discovery Tool.
-
Description
-
The User Access Management Interface allows administrators to define roles and permissions for users interacting with the Trend Discovery Tool. This interface supports different user roles such as viewer, analyst, and administrator, controlling what information and features each user can access. It enhances security by ensuring that sensitive data is only accessible to authorized personnel and aids in maintaining compliance with data governance policies. This requirement is vital for organizations that handle large amounts of sensitive logistics data, ensuring proper management, security, and oversight over the information flow.
-
Acceptance Criteria
-
User Role Assignment in Trend Discovery Tool
Given an administrator is logged in to the User Access Management Interface, when they assign a viewer role to a new user, then the new user should only have access to view reports and not make any modifications.
Permission Modification for Existing Users
Given an administrator wants to modify permissions of an existing analyst user, when the administrator changes the role to viewer, then the user should lose access to data analysis features and should be restricted to view-only access.
User Access Audit Trail
Given an administrator accesses the User Access Management Interface, when they view the log of user access changes, then they should see a complete audit trail showing who made changes, what changes were made, and when they occurred.
Sensitive Data Access Control
Given a user with viewer permissions attempts to access a report containing sensitive data through the Trend Discovery Tool, when they try to access the report, then they should be denied access and receive an appropriate error message.
Role-based Feature Visibility
Given a user assigned to the analyst role, when they access the Trend Discovery Tool, then they should see all features available for their role and no features meant for administrators.
User Role Creation Process
Given an administrator is in the User Access Management Interface, when they create a new role with specific permissions, then the new role should be saved correctly and be selectable for user assignments without errors.
Compliance with Data Governance Policies
Given an organization uses the User Access Management Interface, when they define user roles and permissions, then the configuration must comply with established data governance policies and be verifiable through a compliance report.
Peer Collaboration Sessions
Peer Collaboration Sessions provide structured opportunities for users to engage in real-time discussions around shared analytics and insights. These sessions facilitate knowledge exchange, allowing users to discuss challenges, share best practices, and leverage collective expertise to improve decision-making. By fostering a community-driven environment, the marketplace empowers users to collaborate effectively on common analytics goals.
Requirements
Real-time Analytics Sharing
-
User Story
-
As a user, I want to share real-time analytics with my peers during collaboration sessions so that we can make informed decisions together based on the same data.
-
Description
-
The Real-time Analytics Sharing requirement enables users to share their analytics insights during Peer Collaboration Sessions instantly. This functionality ensures that all participants have access to synchronized data, which is critical for effective discussions and decision-making. By allowing for live sharing of charts, tables, and performance metrics, this feature enhances the interactive experience of collaborative sessions. It integrates seamlessly with the existing dashboard, making it user-friendly while maximizing engagement and knowledge exchange among users.
-
Acceptance Criteria
-
User initiates a Peer Collaboration Session to discuss recent supply chain analytics findings with team members from different locations.
Given the Peer Collaboration Session has started, when a user shares their analytics dashboard, then all participants should see the updated charts and tables in real-time without delay.
A team member in a Peer Collaboration Session requests specific performance metrics to be shared by another user.
Given that the request is made, when the user shares the requested performance metric, then it must display accurately and in a synchronized manner for all session participants.
During a scheduled Peer Collaboration Session, users decide to share insights regarding delivery performance metrics from the previous quarter.
Given the users are discussing previous quarter metrics, when a user shares their analysis, then it should include options to display different types of data visualizations (e.g., bar charts, line graphs) relevant to the discussion.
Participants in a Peer Collaboration Session are using their mobile devices to connect and engage with the shared analytics.
Given participants are accessing the session via mobile devices, when a user shares their screen, then the visuals and data should correctly adjust to fit the mobile screen without losing information or clarity.
The Peer Collaboration Session is active, and a user encounters a connectivity issue affecting their ability to share analytics.
Given that a user faces a connectivity issue, when they attempt to rejoin the session, then the application must restore their session with all previously shared analytics intact and synchronized for all participants.
Users are preparing for their Peer Collaboration Session by analyzing different aspects of shared data prior to the discussion.
Given the users have access to shared data before the session, when they review the analytics, then they can see historical data trends and comparative metrics to facilitate informed discussions during the session.
Discussion Forum Integration
-
User Story
-
As a user, I want to engage in discussions around analytics topics with my peers in a threaded format so that I can easily follow past conversations and contribute effectively.
-
Description
-
The Discussion Forum Integration requirement facilitates threaded conversations around analytics topics directly within the Peer Collaboration Sessions. This feature will allow users to revisit past discussions, exchange ideas, and provide context for ongoing conversations. It enhances knowledge sharing by integrating discussion threads that can be filtered and searched, allowing users to quickly find relevant dialogues. This integration will also provide an email notification system for new comments or updates, ensuring ongoing engagement even outside active sessions.
-
Acceptance Criteria
-
Users are able to access the discussion forum within Peer Collaboration Sessions during an ongoing analytics discussion to ask questions and contribute new ideas.
Given a user is in a Peer Collaboration Session, when they click on the 'Discussion Forum' tab, then they should see a list of existing discussion threads relevant to the session topic.
Users want to revisit a past discussion that provided valuable insights related to their current analytics challenge.
Given a user is accessing the discussion forum, when they use the search feature with specific keywords, then the system should return relevant discussion threads from previous sessions.
Users receive notifications about new contributions to discussions they are following, ensuring they stay updated on relevant conversations.
Given a user has subscribed to a discussion thread, when a new comment is posted, then an email notification should be sent to the user informing them of the update.
Users are conducting an analytics review and wish to filter discussions by topics or tags to find relevant threads quickly.
Given a user is in the discussion forum, when they apply filters based on topics or tags, then the system should display only the threads that match the selected criteria.
Users want to engage in a threaded discussion and find it easy to read through previous comments in a structured manner.
Given a user is viewing a discussion thread, when they scroll through the comments, then the comments should be displayed in a clear, chronological order with indentation for replies.
Users are participating in an active discussion and want to be alerted when someone replies to their comment.
Given a user has commented in a discussion thread, when another user replies to their comment, then the original commenter should receive a notification within the application and/or via email.
User Role Management
-
User Story
-
As an administrator, I want to manage user roles and permissions in Peer Collaboration Sessions so that I can ensure the right levels of access and contribution from various users.
-
Description
-
The User Role Management requirement allows administrators to define and manage user roles and permissions specific to Peer Collaboration Sessions. This includes capabilities to set permissions for who can initiate sessions, share analytics, and access specific discussion threads. Roles can be customized based on user expertise and function, ensuring that sensitive information is appropriately shared and that each user's contributions are relevant to their roles. This requirement will enhance security and organizational governance during collaborative work.
-
Acceptance Criteria
-
User Role Assignment for Peer Collaboration Sessions
Given an administrator is logged into LogiStream, when they navigate to the User Role Management section, then they must be able to assign specific roles and permissions for each user intended to participate in Peer Collaboration Sessions, ensuring roles are tailored to their expertise.
Permissions for Initiating Peer Collaboration Sessions
Given a user role has been defined, when a user attempts to initiate a Peer Collaboration Session, then the system should only allow users who have been granted the 'Initiate Session' permission to start a session, while others should receive an access denied notification.
Access Control for Shared Analytics
Given a Peer Collaboration Session is in progress, when a user attempts to share analytics data, then the system should verify that the user has appropriate permissions to share that specific data before allowing the action.
Role-Specific Access to Discussion Threads
Given users with different roles are participating in a Peer Collaboration Session, when they access discussion threads, then the system should only display threads relevant to their assigned roles and permissions, hiding sensitive information from unauthorized users.
Modifying User Roles and Permissions
Given an administrator is logged in, when they modify a user's role or permissions in the User Role Management section, then an audit trail should be recorded to log the changes made, including the time, date, and the administrator responsible for the changes.
User Notification of Role Changes
Given a user's role has been changed, when the modification is saved by the administrator, then the user should receive a notification outlining the new permissions and roles applicable to their participation in Peer Collaboration Sessions.
Feedback and Rating System
-
User Story
-
As a user, I want to rate and provide feedback on collaboration sessions so that my input can help improve future sessions for everyone.
-
Description
-
The Feedback and Rating System requirement allows users to provide feedback on each collaboration session, rating their experience and offering suggestions for improvement. This feature creates a structured way for users to express opinions on the usefulness of sessions and identify areas that may need enhancement. The feedback collected will be analyzed for continuous improvement of future sessions, fostering a community-driven approach to enhancing user experience.
-
Acceptance Criteria
-
User submits feedback on a peer collaboration session after participating in the discussion.
Given a user has completed a peer collaboration session, when they submit feedback, then their feedback is recorded successfully in the system and a confirmation message is displayed.
User rates the effectiveness of the peer collaboration session on a scale of 1 to 5.
Given a user is on the feedback page, when they select a rating between 1 to 5 and submit, then the system saves the rating and updates the average rating for that session accordingly.
User provides written suggestions for improvement after participating in a collaboration session.
Given a user has attended a session, when they enter their suggestions in the feedback form, then the suggestions are stored in the database and are accessible for review by session organizers.
Administrator reviews collected feedback and ratings for trends and actionable insights.
Given an administrator accesses the feedback dashboard, when they generate a report on feedback trends, then the report includes average ratings, total feedback entries, and a summary of suggestions received.
User attempts to submit feedback without rating the session.
Given a user is on the feedback form and attempts to submit without providing a rating, then the system displays an error message prompting the user to select a rating before submission.
Multiple users submit feedback for the same peer collaboration session.
Given multiple users have completed the session, when all submit their feedback, then the system ensures all feedback entries are recorded individually and do not overwrite each other.
User views their past feedback submitted for the collaboration sessions.
Given a user navigates to their feedback history page, when they access the page, then they see a list of all feedback they have submitted for past sessions, including ratings and suggestions.
Session Recording Feature
-
User Story
-
As a user, I want to record collaboration sessions so that I can access discussions later and share insights with team members who were unable to attend.
-
Description
-
The Session Recording Feature requirement allows users to record Peer Collaboration Sessions for future reference. This functionality is essential for users who want to review discussions, insights, and decisions made during sessions. The recordings can be stored securely and shared within the user group, enabling those who missed the session to catch up on essential points without needing a summary. This feature adds significant value by enhancing knowledge retention and making collaborative sessions more accessible.
-
Acceptance Criteria
-
Recording Session for Review
Given a scheduled Peer Collaboration Session, when the user initiates the recording feature, then the session should be recorded seamlessly without disrupting the session experience, allowing users to continue their discussion freely.
Accessing Recorded Sessions
Given a completed Peer Collaboration Session recording, when a user accesses the storage location, then the user should be able to find and play the recording without any technical issues, ensuring easy retrieval.
Sharing Recorded Sessions
Given a recorded Peer Collaboration Session, when a user selects the option to share the recording, then the system should allow the user to share the recording link with specific group members via email or internal messaging system.
Transcription of Recorded Sessions
Given a recorded Peer Collaboration Session, when the recording is processed, then the system should provide an accurate text transcription of the session within two hours of completion, facilitating easy reference.
Deletion of Recorded Sessions
Given a recorded Peer Collaboration Session, when a user selects the option to delete the recording, then the system should require confirmation and, upon confirmation, delete the recording permanently from the storage.
Notification of New Recordings
Given a new recording of a Peer Collaboration Session, when the recording is completed, then all group members should receive a notification email informing them of the new recording available for review.
Enhanced Playback Features
Given a recorded Peer Collaboration Session, when a user plays the recording, then the system should provide playback controls including play, pause, rewind, and fast-forward options to enhance user experience.
Post-Session Analytics Report
-
User Story
-
As a user, I want to receive a summary report after a collaboration session so that I can track the decisions made and follow up on action items effectively.
-
Description
-
The Post-Session Analytics Report requirement generates a summary report at the end of each Peer Collaboration Session. This report includes key insights discussed, decisions made, and action items assigned during the session. It serves as a valuable resource for users to follow up on outcomes and accountability. The report can be automatically emailed to participants and stored in the user's profile for easy access later. This feature enhances productivity by ensuring that insights from collaborations are documented and actionable.
-
Acceptance Criteria
-
End of a Peer Collaboration Session when users review the key insights and decisions made during the session.
Given the session has ended, when the report is generated, then the report should include all key insights discussed, decisions made, and action items assigned.
Distribution of the Post-Session Analytics Report to all session participants.
Given the session report is generated, when the email is triggered, then all participants should receive the report in their registered email addresses.
Accessing the Post-Session Analytics Report from the user's profile at a later time.
Given the user has previously attended a collaboration session, when they navigate to their profile, then they should be able to view and download the Post-Session Analytics Report.
Ensuring the Post-Session Analytics Report is stored securely and is accessible to the user only.
Given the report is generated, when it is stored, then it must be secured with appropriate permissions so that only the assigned participants can access it.
Evaluating the clarity and detail of the insights captured in the Post-Session Analytics Report.
Given the report includes all discussed elements, when reviewed, then it should provide clear and concise insights that reflect the content of the session accurately.
Reviewing the action items assigned during the sessions via the Post-Session Analytics Report.
Given the report has been reviewed by participants, when action items are assessed, then users must see all action items listed along with assigned responsibilities and deadlines.
Validating the automated email functionality for the Post-Session Analytics Report.
Given the report is ready, when the email function is invoked, then the email should contain the correct report document and successfully reach all intended recipients without errors.
Gamified Learning Modules
Gamified Learning Modules transform traditional training into engaging games and challenges. These interactive elements enhance user motivation and retention by allowing users to earn badges, rewards, and points as they progress through training topics. By making learning fun, users are more likely to stay engaged and effectively absorb the information, leading to improved utilization of LogiStream's features.
Requirements
Interactive Challenge Creator
-
User Story
-
As a trainer, I want to create custom challenges and quizzes so that I can tailor the training experience to better suit the learning needs of my team.
-
Description
-
The Interactive Challenge Creator is a feature that allows trainers or content creators to design and implement custom challenges and quizzes within the Gamified Learning Modules. This functionality should include a variety of question formats such as multiple-choice, true/false, and fill-in-the-blank. The benefit of this requirement is to enable personalized training experiences that cater to different learning styles and knowledge levels, ultimately enhancing user engagement and learning effectiveness. It should seamlessly integrate with the existing dashboard for easy access and management, providing analytics on user performance and engagement with created challenges, thus facilitating continuous improvement of training content.
-
Acceptance Criteria
-
As a trainer, I want to create a new interactive challenge that includes multiple question formats so that I can keep learners engaged and cater to diverse learning styles.
Given a logged-in trainer on the dashboard, when they navigate to the Interactive Challenge Creator, they should be able to select from at least three question formats (multiple-choice, true/false, fill-in-the-blank) for their challenge.
As a content creator, I want to save an interactive challenge with various question types and receive a confirmation message so that I know my challenge is successfully created.
Given a content creator is in the Interactive Challenge Creator, when they fill in the required fields and click 'Save', then they should see a confirmation message indicating the challenge has been successfully saved.
As a trainer, I want to preview the interactive challenge before publishing it to ensure that it functions correctly and appears as intended to the learners.
Given the trainer has created an interactive challenge, when they click on the 'Preview' button, they should be able to view the challenge in a pop-up window where all questions and formats are displayed correctly and are fully functional.
As a trainer, I want to analyze user engagement and performance metrics for the interactive challenges I have created to identify areas for improvement.
Given a trainer accesses the analytics section of the Interactive Challenge Creator, they should see detailed metrics including average scores, completion rates, and time spent on each challenge for all users who have attempted them.
As a system administrator, I want to ensure that all interactive challenges created by trainers are stored securely and can be retrieved easily.
Given that a challenge has been created and saved, when an administrator accesses the database, they should be able to find the challenge stored with all the associated details (questions, answers, creator ID) in the designated location without any data loss.
As a trainer, I want to add hints or explanations for each question in the interactive challenges to aid learners who may struggle with the content.
Given that a trainer is editing an existing interactive challenge, when they choose to add hints or explanations for specific questions, then they should be able to save those changes and see their hints displayed in the challenge when previewed.
As a learner, I want to be able to access interactive challenges and complete them from the LogiStream dashboard without technical issues so that I can efficiently engage with my training.
Given a learner is logged into LogiStream, when they navigate to the learning module, they should be able to click on an interactive challenge and complete it without experiencing any loading issues or errors.
Progress Tracking Dashboard
-
User Story
-
As a user, I want to see my training progress on a dashboard so that I can track my achievements and stay motivated to complete my learning goals.
-
Description
-
The Progress Tracking Dashboard is a critical component that monitors and displays user progress through the Gamified Learning Modules. This dashboard should provide insights on completed challenges, badges earned, and overall points scored. Users should be able to view their progress at a glance, motivating them to continue engaging with the training. This feature will also include reporting tools for trainers to assess group performance and effectiveness of the training content over time, making it easier to identify areas for improvement. Integration with user profiles is necessary for a personalized experience.
-
Acceptance Criteria
-
As a user, I want to view my overall progress on the Gamified Learning Modules in the Progress Tracking Dashboard after completing several modules, so I can gauge how much I've learned and what I need to focus on next.
Given I am logged into my account, when I access the Progress Tracking Dashboard, then I should see a visual representation of my overall progress, including the total percentage of modules completed.
As a user, I want to check which specific challenges I have completed and how many badges I have earned through the Progress Tracking Dashboard, so I can track my achievements and get motivated to continue learning.
Given I am on the Progress Tracking Dashboard, when I view the completed challenges section, then I should see a list of all challenges I have completed along with the corresponding badges earned.
As a trainer, I want to generate a report of the group's overall performance on the Gamified Learning Modules to assess the effectiveness of the training content, so I can identify areas for improvement.
Given I am on the Progress Tracking Dashboard, when I select the 'Generate Performance Report' option, then I should receive a detailed report containing group performance metrics like average points scored and modules completed.
As a user, I want to receive real-time updates on my points as I complete challenges, so I can see my progress instantly and stay motivated during the training process.
Given I have completed a challenge, when that challenge is submitted, then the points should instantly reflect on my Progress Tracking Dashboard without any delay.
As a user, I want to integrate my Progress Tracking Dashboard with my user profile so that all my progress is saved and easily accessible whenever I log in.
Given I am logged into my account, when I navigate to my user profile, then my progress data should be linked and displayed accurately on both the user profile and Progress Tracking Dashboard.
As a user, I want the Progress Tracking Dashboard to show a motivational message or tip based on my current progress, encouraging me to continue with the training modules.
Given I have completed a certain percentage of the Gamified Learning Modules, when I view the Progress Tracking Dashboard, then I should see a motivational message or tip relevant to my learning stage.
Rewards Redemption System
-
User Story
-
As a user, I want to redeem my points for rewards so that I have tangible incentives for completing my training challenges.
-
Description
-
The Rewards Redemption System allows users to exchange points earned through the Gamified Learning Modules for tangible rewards such as discounts, gift cards, or company merchandise. This feature will enhance the gamification element by providing real incentives for completing training modules, thereby increasing user engagement and completion rates. The system should include a catalog of available rewards, manage user points, and track redemption rates. Additionally, the rewards system should align with the company's overall incentive strategies to encourage participation and successful training outcomes.
-
Acceptance Criteria
-
User successfully exchanges points for a discount voucher after completing a gamified learning module.
Given a user has completed a gamified learning module and has sufficient points, when they navigate to the rewards redemption section and choose a discount voucher, then the points should be deducted from their account and the voucher should be issued.
User views the catalog of available rewards in the Rewards Redemption System.
Given a user is logged into their account, when they click on the rewards catalog, then they should see a list of available rewards, including descriptions and point costs for each.
System tracks the redemption rate of rewards by users.
Given that users have redeemed rewards, when a system admin views the report on rewards redemption, then the report should display the total number of redemptions, the types of rewards redeemed, and the point values used for each.
User receives confirmation when a reward is redeemed.
Given a user has successfully redeemed a reward, when they complete the redemption process, then they should receive a confirmation message indicating the reward details and how to access or utilize it.
Users earn points for completing gamified learning modules.
Given users complete training tasks within the gamified learning modules, when they finish a module, then the system should automatically award the corresponding points based on module completion criteria.
User checks their current points balance and history of point transactions.
Given a user is logged into their account, when they navigate to their points dashboard, then they should see their current points balance along with a history of point transactions including earned and redeemed points.
User is able to filter rewards based on categories in the rewards catalog.
Given a user is viewing the rewards catalog, when they apply a filter for reward categories (like 'Discounts', 'Gift Cards', 'Merchandise'), then only rewards matching the selected category should be displayed.
Social Sharing Features
-
User Story
-
As a user, I want to share my training achievements on social media so that I can celebrate my progress and inspire others to join the training program.
-
Description
-
The Social Sharing Features will allow users to share their achievements, such as badges and points, on social media platforms. This feature aims to amplify user engagement and create a community around the Gamified Learning Modules. By enabling users to showcase their progress and achievements publicly, it encourages friendly competition and motivates others to participate. The implementation will include integration with major social media platforms and customizable sharing options for users to personalize their posts while maintaining data privacy and security.
-
Acceptance Criteria
-
User successfully shares their achievement badge on Facebook after completing a training module.
Given a user has earned a badge, When they select the option to share on Facebook, Then their badge is shared with the appropriate description and link to LogiStream.
User customizes their social media post before sharing their achievement on Twitter.
Given a user has the option to customize their social media post, When they modify the message and select 'Share on Twitter', Then the customized message is shared along with the user's achievement details.
User is able to share their training progress through LinkedIn and attract professional connections.
Given a user has completed a training module, When they choose to share their progress on LinkedIn, Then the post highlights their achievement and encourages connections without compromising privacy settings.
System ensures data privacy when sharing achievements on social media platforms.
Given a user desires to share information, When the user shares their achievement, Then the system verifies that no personal data is disclosed in the shared content.
User receives confirmation after successfully sharing their achievement on Instagram.
Given a user has shared their badge on Instagram, When the sharing is complete, Then the user receives a confirmation message indicating the post was successful.
Feedback Mechanism
-
User Story
-
As a user, I want to provide feedback on my training experience so that I can help improve future training modules and share my thoughts.
-
Description
-
The Feedback Mechanism is essential for collecting user feedback regarding the Gamified Learning Modules. This functionality should allow users to rate their training experience, provide comments, and suggest improvements after completing each module. The benefit is twofold: it empowers users to voice their opinions and it provides trainers with valuable insights for enhancing training content and features. The feedback should be aggregated and presented in a user-friendly format in the dashboard for easy analysis by trainers and administrators.
-
Acceptance Criteria
-
User submits feedback after completing a Gamified Learning Module.
Given a user has completed a Gamified Learning Module, when they access the feedback section, then they should be able to rate the module on a scale of 1 to 5, provide comments, and submit their feedback successfully.
Aggregated feedback is displayed on the dashboard for trainers.
Given multiple users have submitted feedback for the Gamified Learning Modules, when trainers access the feedback dashboard, then they should see a summary of average ratings, common comments, and suggestions in a user-friendly format.
User attempts to submit feedback without completing the module.
Given a user has not completed the Gamified Learning Module, when they try to access the feedback form, then they should receive a prompt indicating that feedback can only be submitted after completing the module.
User receives confirmation after submitting feedback.
Given a user submits their feedback successfully, when the submission is processed, then they should receive a confirmation message indicating that their feedback has been recorded.
Trainer analyzes feedback trends over time.
Given trainers access the feedback dashboard after several training sessions, when they filter feedback by date range, then they should see trends in user ratings and comments over the selected period.
User can edit their feedback after submission.
Given a user has submitted feedback for a Gamified Learning Module, when they access their submitted feedback, then they should have the option to edit their comments and resubmit their feedback.
Feedback form is accessible on different devices.
Given a user accesses the Gamified Learning Module from various devices, when they complete the module and attempt to provide feedback, then they should have access to the feedback form regardless of the device used.
Leaderboards
-
User Story
-
As a user, I want to see how I rank against others in my training program so that I can challenge myself to perform better.
-
Description
-
The Leaderboards feature will promote a competitive spirit by displaying top performers within the Gamified Learning Modules. Users will be able to see rankings based on points earned or challenges completed, which encourages continued engagement as they strive to improve their standings. This feature should include options to view leaderboards at individual levels (personal ranking) and group levels (department or company-wide), fostering a sense of community and healthy competition. Integration with the user profile system will allow users to keep track of their rankings over time.
-
Acceptance Criteria
-
User views their personal leaderboard ranking after completing a training module.
Given the user has completed at least one training module, when the user navigates to the leaderboard section of their profile, then the user's current ranking should be displayed correctly based on points earned.
User accesses group-level leaderboards to compare performance with colleagues.
Given the user has a valid profile and has completed training modules, when the user clicks on the group leaderboard tab, then the leaderboard should display rankings of all users in the selected group based on points earned, including the user’s position in the list.
User earns points and badges after completing challenges within the learning modules.
Given the user successfully completes a challenge within a learning module, when the challenge is submitted, then the user should receive the designated points and any associated badges instantly reflected on their profile and leaderboard.
User filters the leaderboard to view performance over different time frames (weekly, monthly, all-time).
Given the user is on the leaderboard page, when the user selects a time frame filter, then the leaderboard should refresh and display accurate rankings for the selected time period.
User can view detailed statistics of their performance along with ranking.
Given the user is viewing their personal leaderboard ranking, when the user clicks on their profile, then detailed performance statistics including total points, badges earned, and completed challenges should be displayed.
The leaderboard updates in real-time as users complete training modules.
Given two or more users are actively completing training modules, when any user finishes a module, then the leaderboard should update within five seconds to reflect changes in points and rankings for all affected users.
User receives notifications for significant ranking changes.
Given the user is registered for leaderboard notifications, when the user's ranking changes significantly (e.g., entering top 10 or dropping out of top 20), then the system should send a notification to the user’s registered email or app notifications.
Role-Based Training Paths
Role-Based Training Paths offer personalized learning journeys tailored to different user types within LogiStream. By aligning training content with the specific needs and responsibilities of Supply Chain Strategists, Logistics Coordinators, and others, users receive targeted instruction that directly correlates with their daily tasks. This customization ensures that users can quickly and efficiently acquire the skills necessary for their roles, enhancing productivity and proficiency.
Requirements
Personalized Learning Modules
-
User Story
-
As a Supply Chain Strategist, I want a training module tailored to my role so that I can swiftly learn the necessary skills to optimize my supply chain decisions without wasting time on irrelevant content.
-
Description
-
The Personalized Learning Modules requirement involves creating customized training modules specific to the roles of different users within LogiStream. This feature will enable users to access a curriculum aligned with their job functions, ensuring that they receive relevant information and training pertinent to their daily responsibilities. The system should incorporate flexible content formats, such as video tutorials, quizzes, and interactive sessions, facilitating varied learning styles. The implementation will enhance the onboarding process, accelerate skill acquisition, and improve overall user efficiency in utilizing the LogiStream platform.
-
Acceptance Criteria
-
Supply Chain Strategist accesses personalized learning module to understand advanced analytics tools within LogiStream.
Given the Supply Chain Strategist is logged in, when they navigate to the 'Training' section, then they should see a tailored learning module that includes at least three video tutorials and two interactive quizzes related to advanced analytics.
Logistics Coordinator begins a personalized training module that covers order fulfillment best practices.
Given the Logistics Coordinator is on the training dashboard, when they select the 'Order Fulfillment' module, then the user should have access to a mix of content types including one video, one quiz, and a checklist to track their progress.
A new user, assigned as a Logistics Coordinator, receives their personalized training module during onboarding.
Given the new user has completed their profile setup, when they log into LogiStream for the first time, then they should automatically be assigned a personalized learning module relevant to their role, along with a completion timeline and reminders.
Users complete a training module and the system checks their progress and understanding.
Given a user has completed all content in a training module, when they finish the final quiz assessment, then their score should reflect in the user dashboard and provide areas of improvement with recommendations for further learning.
An admin user reviews the effectiveness of personalized learning modules based on user feedback.
Given the admin user accesses the reports dashboard, when they filter by 'Training Module Feedback', then they should see ratings and comments from at least 80% of users who completed the modules, including overall satisfaction and learning outcomes.
A Logistics Coordinator accesses training materials on mobile devices while in the field.
Given the Logistics Coordinator is using a mobile device, when they navigate to the 'Training' module within the LogiStream app, then they should successfully load and view interactive content that is responsive and mobile-friendly.
Users assess their proficiency after completing the personalized training modules.
Given a user has completed a training module, when they take a proficiency self-assessment, then they should receive instant feedback on their perceived readiness and a recommendation for additional resources if their self-assessment score is below a pre-defined threshold (e.g., 70%).
Progress Tracking and Reporting
-
User Story
-
As a Logistics Coordinator, I want to see my training progress so that I can understand which areas I need to focus on and ensure I am fully prepared for my role.
-
Description
-
The Progress Tracking and Reporting requirement focuses on implementing a system where users can monitor their learning progress through visual dashboards. Users should be able to track their advancements, completed modules, and outstanding assessments, enabling them to have a clear understanding of what they have learned and what remains. Moreover, administrators should have access to aggregate reports to analyze overall training effectiveness and individual performance metrics. This feature is essential for ensuring accountability, motivating users, and facilitating continuous improvement in training programs.
-
Acceptance Criteria
-
User accesses the Progress Tracking and Reporting dashboard to view their training status after completing several modules.
Given a user is logged into LogiStream, when they navigate to the Progress Tracking and Reporting dashboard, then they should see a visual representation of their completed modules, outstanding assessments, and overall progress percentage.
Administrator runs an aggregate report to review overall training effectiveness and compare user performance metrics across different roles.
Given an administrator is logged into the system, when they select the aggregate reporting feature, then the system should generate a report detailing training effectiveness metrics, including average performance scores and module completion rates across all user roles.
User completes a module and expects to see the module marked as completed on their dashboard immediately.
Given a user completes a training module, when they refresh the Progress Tracking and Reporting dashboard within 30 seconds, then the completed module should be listed as 'Completed' and reflected in their total progress percentage.
User is notified about upcoming assessments and pending modules using the Progress Tracking and Reporting tool.
Given a user has pending assessments and incomplete modules, when they access the dashboard, then they should receive notifications highlighting these pending activities and their deadlines.
Administrator reviews individual user performance metrics for feedback and improvement discussions.
Given an administrator is viewing a specific user's profile, when they access the performance metrics section, then they should see detailed statistics including module completion status, scores from assessments, and historical performance trends.
User accesses the Progress Tracking dashboard from a mobile device while on the go.
Given a user accesses LogiStream on a mobile device, when they navigate to the Progress Tracking and Reporting section, then the interface should be responsive and display all relevant progress information appropriately without loss of functionality.
User seeks help with understanding their progress report and uses the help feature within the dashboard.
Given a user is confused about their progress metrics, when they click on the help icon in the Progress Tracking dashboard, then a help overlay should appear providing explanations of each metric with examples and tips for improvement.
Role Assessment and Certification
-
User Story
-
As a new employee, I want to take an assessment after completing my training so that I can receive certification that acknowledges my skills and knowledge in operating LogiStream effectively.
-
Description
-
The Role Assessment and Certification requirement entails developing assessment tools at the conclusion of each training module, allowing users to demonstrate their competency in the respective subject matter. Upon successfully passing these assessments, users will receive certifications that validate their readiness and expertise in specific areas of LogiStream. This feature will not only encourage users to engage deeply with the training material but also ensure that they are adequately prepared to perform their roles efficiently. The implementation of this requirement will promote high standards of proficiency within the organization.
-
Acceptance Criteria
-
Users complete the training module tailored for Supply Chain Strategists, which includes a series of interactive lessons and resources relevant to their role.
Given a user has finished the training module, when they take the assessment, then they must score at least 80% to pass and receive their certification.
Logistics Coordinators engage with the Role-Based Training Paths, particularly focusing on modules designed for operational efficiency.
Given a Logistics Coordinator has completed their training modules, when they complete the role assessment, then they are required to submit feedback on the training material to ensure relevance and effectiveness.
After completing the training, Supply Chain Strategists must demonstrate their knowledge through a practical assessment in a simulated environment.
Given the user is in the simulation, when they apply their training in real-time scenarios, then their performance must meet predefined benchmarks for competency to be certified.
Users are required to complete all training assessments for various roles before accessing advanced features of the LogiStream platform.
Given a user has completed the training for their role, when they check their certification status, then they should have the appropriate certifications visible in their user profile.
At the end of the training module, users need to view and download their certifications as proof of successful completion.
Given a user passes their assessments, when they navigate to the certification section, then they must be able to download their certification in a PDF format without errors.
The training modules should adapt based on user feedback and performance metrics observed during assessments.
Given users provide feedback on training effectiveness, when the feedback is analyzed, then the training program must be updated based on at least 80% of constructive feedback received.
Dynamic Content Updates
-
User Story
-
As an Operations Manager, I want the training content to stay current with LogiStream updates so that I can ensure my team has the most up-to-date information and skills they need to operate efficiently.
-
Description
-
The Dynamic Content Updates requirement involves establishing a mechanism for regularly updating training material to reflect the latest changes in the LogiStream software or industry standards. This ensures that training paths remain relevant and will include features for notifying users of new content, highlighting essential updates, and providing a structured way to access the updated learning materials. This requirement is crucial for maintaining the quality and relevance of training over time, ensuring that all users are continually informed of the latest methodologies and tools in logistics management.
-
Acceptance Criteria
-
Dynamic Content Updates for Training Paths to Ensure Relevance
Given a user logged into LogiStream, when they access the Role-Based Training Paths section, then they should see a notification of any newly available training content or updates within the last four weeks.
User Notification for Content Updates
Given an update in the training material, when the update is published, then the system should send an email notification to all affected users within 24 hours of the update.
Accessing Updated Learning Materials Seamlessly
Given a user is viewing their training path, when new content is available, then they should be able to access the updated materials directly from the notification without navigating away from their current page.
Highlighting Essential Updates in Training Material
Given new training content has been added, when users access their training material, then the essential updates should be highlighted with a 'New' tag to indicate their importance.
Regular Review of Training Materials for Industry Standards
Given an established schedule for content updates, when the team reviews training material every quarter, then at least 80% of the content should reflect current industry standards and practices.
User Feedback on Training Effectiveness
Given a user completes a training module, when prompted for feedback, then they should have the option to rate the relevance of the content on a scale of 1 to 5, with an average rating of 4 or higher indicating success.
Analytics of User Engagement with Updated Content
Given the implementation of dynamic content updates, when data is analyzed, then at least 70% of users should engage with the newly updated training material within one month of release.
User Feedback Mechanism
-
User Story
-
As a user of LogiStream, I want to provide feedback on my training experience so that the training programs can be improved based on real users' needs and challenges.
-
Description
-
The User Feedback Mechanism requirement is designed to create a system that allows users to provide feedback on their training experience. This can be accomplished through surveys, rating systems, and open comments. Collecting user feedback will help identify gaps in training, content quality, and learning formats, leading to continuous improvement of the training paths. Additionally, it encourages user engagement by making them feel their input is valued and taken into consideration when refining training content.
-
Acceptance Criteria
-
User Feedback Submission Process for Training Paths
Given a user has completed a training module, when they access the feedback section, then they should be able to submit a survey, rate the training, and provide open comments.
Feedback Data Analysis
Given the user feedback has been collected, when the data is analyzed, then the system should categorize feedback into actionable insights, highlighting areas of improvement.
User Notification of Feedback Impact
Given a user has provided feedback, when the feedback has been reviewed and implemented into course content, then the user should receive a notification detailing the changes made based on their input.
User Feedback Accessibility
Given a user is on the training dashboard, when they navigate to the feedback section, then the feedback submission options should be easily accessible and clearly labeled.
Survey Completion Tracking
Given a user has chosen to participate in the feedback survey, when they complete the survey, then their completion status should be recorded in the system and reflected in the user's profile analytics.
Feedback Response Timeliness
Given user feedback has been submitted, the system should acknowledge receipt within 24 hours, confirming that the feedback is under review.
Interactive Simulation Scenarios
Interactive Simulation Scenarios immerse users in realistic logistics environments where they can practice using LogiStream’s features without any consequences. These scenarios simulate real-life challenges, allowing users to experiment with tools, make decisions, and learn from outcomes. This hands-on practice boosts confidence and skill levels, ensuring that users are better prepared to navigate actual logistics situations.
Requirements
Scenario Customization
-
User Story
-
As a logistics manager, I want to customize simulation scenarios so that I can practice and prepare for specific challenges unique to my business environment.
-
Description
-
The ability for users to create and customize their own simulation scenarios that reflect specific logistics challenges they may face in their operations. This requirement enables users to define parameters such as cargo types, routes, external factors like weather conditions, and operational constraints, providing a tailored training experience that enhances skill development. Customized scenarios empower users to engage more deeply with the learning process, allowing them to practice decision-making in a controlled environment and prepare for real-world situations.
-
Acceptance Criteria
-
User creates a customized simulation scenario to tackle a specific logistics challenge involving perishable goods transportation.
Given a logged-in user, when they navigate to the scenario customization interface and select 'Create New Scenario', then they should be able to define cargo types, routes, and constraints, and save the scenario successfully.
User tests the customized simulation scenario they have created to assess if the conditions function as intended.
Given a user has created a new scenario, when they select this scenario in the simulation menu and begin the simulation, then the system should simulate the defined parameters accurately (including cargo type and route conditions).
User revises an existing simulation scenario to reflect a change in operational constraints such as delivery timeframes.
Given a user has an existing scenario, when they choose the 'Edit Scenario' option, then they should be able to modify the delivery timeframe and save those changes without errors.
User engages with a simulated scenario that includes real-time weather updates and assesses their impact on logistics decisions.
Given that a user is running a simulation that includes weather factors, when they view the outcome after making decisions, then the results should reflect the adjustments made based on the simulated weather conditions.
User shares a customized simulation scenario with team members for collaborative training purposes.
Given a user has created a scenario, when they click 'Share', then they should be able to enter team members' user IDs and send them an invitation to access the scenario.
User tracks the learning progress based on their performance in multiple customized simulation scenarios.
Given a user has completed several simulations, when they access the 'Progress Dashboard', then they should be able to view analytics about their decision-making efficiency and areas for improvement.
User deletes a customized simulation scenario they no longer need.
Given a user is viewing their scenario list, when they select a scenario and choose the 'Delete' option, then the scenario should be removed from their list and not be retrievable.
Real-time Feedback Mechanism
-
User Story
-
As a user, I want to receive real-time feedback while practicing in simulation scenarios so that I can improve my decision-making skills and learn from my mistakes.
-
Description
-
Implementing a real-time feedback mechanism that provides users with instant insights and evaluations of their decisions during the simulation. This requirement includes scoring systems, performance metrics, and suggested optimizations tailored to user actions. By offering prompt feedback, users can identify strengths and weaknesses in their logistic strategies, facilitating a deeper understanding of how different decisions impact scenarios. This immediate response supports enhanced learning and enables users to apply insights to actual logistics operations effectively.
-
Acceptance Criteria
-
User receives immediate feedback on their decision to optimize delivery routes during a simulation scenario.
Given the user selects a delivery route in the simulation, when the user confirms the route, then the system provides real-time feedback on the effectiveness of this route using performance metrics such as estimated delivery time and fuel efficiency.
The scoring system evaluates the user's decision-making skills based on the outcomes of their simulation actions.
Given the user completes a simulation scenario, when the system evaluates their decisions, then the user should receive a score that reflects their performance based on predetermined metrics, such as cost savings and delivery times.
Users access detailed performance metrics after completing an interactive simulation session.
Given the simulation session has ended, when the user requests feedback, then the system provides a detailed report including strengths, weaknesses, numerical scores, and recommendations for improvement.
The feedback mechanism is tested with a group of users to ensure its effectiveness in enhancing their simulation experience.
Given a user completes a simulation with the feedback mechanism enabled, when the user reviews the feedback, then the user should demonstrate a clear understanding of how to improve their logistics strategies in follow-up simulations.
Real-time feedback responds to user input during the simulation without noticeable delays.
Given the user is actively making changes during a simulation scenario, when the user submits a decision, then the feedback provided should display within three seconds, ensuring a seamless user experience.
Users receive suggested optimizations based on their performance during simulations.
Given a user has completed a simulation and received feedback, when the user reviews performance metrics, then the system provides actionable suggestions for optimizing decision-making in future scenarios.
Scenario Library Access
-
User Story
-
As a new user, I want to access a library of pre-built simulation scenarios so that I can quickly start practicing without having to create scenarios from scratch.
-
Description
-
Access to a pre-built library of diverse interactive simulation scenarios that cover a range of logistics situations, allowing users to select scenarios that match their training needs or interests. This feature will include various difficulty levels and focus areas, such as supply chain disruptions, route optimization, and cargo management challenges. The scenario library not only saves time in scenario creation but also exposes users to a wider array of situations they may encounter, enhancing their preparedness and adaptability in actual operations.
-
Acceptance Criteria
-
User accesses the Scenario Library and selects a simulation scenario related to cargo management for training purposes.
Given the user has logged into LogiStream, when they navigate to the Scenario Library, then they should see a list of available interactive simulation scenarios categorized by difficulty and focus area.
User completes a selected interactive simulation scenario and receives feedback on their performance.
Given the user has completed an interactive simulation scenario, when they finalize the scenario, then they should receive a summary report that includes their decisions, outcomes, and areas for improvement.
User filters scenarios in the Scenario Library based on difficulty level and focus area to find relevant training modules.
Given the user is on the Scenario Library page, when they apply filters for difficulty and focus area, then the system should display only scenarios that meet the selected criteria.
User attempts to access a scenario that is currently not available due to system maintenance or updates.
Given the user is trying to access a scenario that is currently down for maintenance, when they attempt to select that scenario, then they should receive a notification indicating the unavailability and an estimated time for when it will be accessible.
User evaluates the effectiveness of the training received through the scenario simulations after completing a set of scenarios.
Given the user has completed multiple interactive simulation scenarios, when they choose to evaluate their training effectiveness, then they should be presented with quantifiable metrics, including accuracy of decisions made and time taken to complete each scenario.
User shares feedback on a specific simulation scenario they completed to help improve future scenarios.
Given the user has completed a simulation scenario, when they choose to provide feedback, then they should be able to submit comments and rating that will be stored and reviewed by the development team for future updates.
Performance Tracking Dashboard
-
User Story
-
As a logistics professional, I want to view my performance metrics after completing simulation scenarios so that I can monitor my progress and identify areas for improvement.
-
Description
-
A performance tracking dashboard that aggregates and displays a user's progress and results from simulation practice sessions. This requirement focuses on visualizing key metrics such as completion rates, decision accuracy, time taken to resolve issues, and repeated challenges faced. By providing detailed analytics, users can track their improvements over time and identify areas requiring further practice or focus, ultimately contributing to more effective learning pathways and targeted skill development.
-
Acceptance Criteria
-
User navigates to the Performance Tracking Dashboard after completing multiple simulation practice sessions to view their progress and results.
Given the user has completed at least three simulation practice sessions, when they access the Performance Tracking Dashboard, then the dashboard should display key metrics such as completion rates, decision accuracy, time taken to resolve issues, and repeated challenges faced.
A user wants to understand their performance trends over time using the Performance Tracking Dashboard.
Given the user has data from multiple simulation practice sessions, when they view the Performance Tracking Dashboard, then the dashboard should provide a visual representation of performance trends over the selected time frame.
User attempts to filter their performance data by specific simulation scenarios within the Performance Tracking Dashboard.
Given the user is on the Performance Tracking Dashboard, when they apply a filter for a specific simulation scenario, then the dashboard should only display metrics related to that simulation scenario.
A user compares their performance metrics against predefined benchmarks using the Performance Tracking Dashboard.
Given the user is on the Performance Tracking Dashboard, when they select to view benchmark comparisons, then the dashboard should display their metrics alongside the predefined benchmarks for each key performance indicator.
User reviews feedback and suggestions for improvement based on their performance metrics in the Performance Tracking Dashboard.
Given the user has viewed their performance metrics, when they access the feedback section of the Performance Tracking Dashboard, then it should provide actionable insights and recommendations for improvement based on their results.
User accesses the Performance Tracking Dashboard through a mobile device to track their progress on the go.
Given the user is using a mobile device, when they launch the Performance Tracking Dashboard, then it should be fully responsive and maintain all functionalities available on the desktop version.
Multiplayer Simulation Mode
-
User Story
-
As a user, I want to participate in multiplayer simulations with my colleagues so that we can collaborate and learn from each other in a competitive logistics environment.
-
Description
-
Introducing a multiplayer simulation mode where users can collaborate or compete with other users in facing logistics scenarios. This requirement allows users to engage in team-based exercises that promote shared decision-making and strategic collaboration. Users can interact in real-time, discussing strategies and approaches, which enhances learning through peer-to-peer interaction. This feature encourages teamwork, effective communication, and the ability to approach challenges in a collective manner, mirroring real-world logistics teams.
-
Acceptance Criteria
-
Multiplayer users can successfully join a simulation session together.
Given users are logged into the LogiStream platform, When they select the multiplayer simulation mode, Then they should be able to create or join an existing simulation session without any errors.
Users can communicate in real-time during a multiplayer simulation session.
Given users are in a multiplayer simulation session, When they send messages to each other, Then those messages should be delivered instantly and visible to all participants in the session.
Users can collaborate on shared tasks within the multiplayer simulation.
Given users are in a shared simulation scenario, When one user assigns a task to another, Then the task should be visible in both users' interfaces and updates should reflect immediately for all users.
Users can compete against each other in logistics decision-making scenarios.
Given multiple users are participating in a competitive simulation session, When each user makes a decision, Then the impact of their choices should be calculated and displayed in real-time, showcasing who performs better based on established KPIs.
Users can exit and rejoin the multiplayer simulation without losing progress.
Given a user leaves the multiplayer simulation session, When they rejoin, Then they should resume the simulation from the last checkpoint without losing any previous contributions or decisions made in the session.
Users can access tutorial resources while engaged in multiplayer scenarios.
Given users are in a multiplayer simulation session, When they request help, Then relevant tutorial resources should pop up, providing guidance without disrupting the ongoing simulation.
Users can receive a debrief report after completing a multiplayer simulation.
Given users have finished a multiplayer simulation session, When they select the option to receive a debrief, Then they should receive a comprehensive report highlighting their performance and areas for improvement.
Progress Tracking Dashboard
The Progress Tracking Dashboard provides users with a comprehensive overview of their training achievements, including completed modules, hours spent learning, and areas needing improvement. This feature encourages users to stay committed to their training by setting benchmarks and enabling them to visualize progress over time. By fostering a culture of continuous learning, users can efficiently identify and focus on specific skills that require enhancement.
Requirements
Real-time Progress Visualization
-
User Story
-
As a training participant, I want to see my progress in real-time so that I can understand how much I have achieved and where I need to focus my improvements.
-
Description
-
The Real-time Progress Visualization requirement enables users to view live tracking of their training achievements through dynamic graphs and metrics. The dashboard will represent data on completed modules, time spent in training, and areas needing further development in an intuitive layout for easy comprehension. This requirement focuses on enhancing user engagement by providing immediate feedback on their progress, thus motivating them to continue their training. Integration will occur seamlessly within the existing LogiStream ecosystem to ensure that users can easily access their performance data without having to switch applications or interfaces, ultimately resulting in improved learning outcomes and user satisfaction.
-
Acceptance Criteria
-
User accesses the Progress Tracking Dashboard after completing several training modules to review their training achievements and identify areas for improvement.
Given the user has completed multiple training modules, When they access the Progress Tracking Dashboard, Then they should see an updated visual representation of completed modules and training hours including dynamic graphs that accurately reflect their current achievements.
User wishes to see how much time they have spent on each training module to assess their learning habits and identify areas that need improvement.
Given the user has spent varying amounts of time on different training modules, When they view the Progress Tracking Dashboard, Then a detailed breakdown of time spent on each module should be displayed, allowing users to see exact durations next to each module.
A user needs immediate feedback on their progress to motivate themselves to continue their training.
Given the user is on the Progress Tracking Dashboard, When they look at their overall progress metrics, Then they should see a summary that includes completion percentage and visual indicators that highlight modules needing attention, thus providing immediate feedback.
The user wants to integrate the Progress Tracking Dashboard with their calendar to schedule further training sessions based on their current progress.
Given the user has access to external calendar applications, When they choose to integrate the Progress Tracking Dashboard with their calendar, Then they should be able to export key metrics and planned sessions seamlessly into their calendar application.
User revisits the dashboard to find historical data on their training progress over previous months to evaluate their learning trajectory.
Given the user has previously used the dashboard for training progress, When they access the historical data feature within the dashboard, Then they should be able to view and compare their training achievement metrics over the last several months graphically.
Benchmark Achievement Notifications
-
User Story
-
As a training participant, I want to receive notifications when I achieve my training goals so that I can feel motivated and celebrated for my progress.
-
Description
-
The Benchmark Achievement Notifications requirement will notify users when they reach specific training milestones or improve certain skills. These notifications will be customizable, allowing users to set their benchmarks and stay motivated throughout their training journey. This feature is essential in promoting a sense of accomplishment and progress for the user. By integrating these notifications into the LogiStream platform, users will be reminded of their training goals and achievements through timely alerts, thus fostering a culture of continuous improvement and sustained engagement with their training process.
-
Acceptance Criteria
-
User receives a notification when they complete a training module.
Given a user has completed a training module, when they return to the Progress Tracking Dashboard, then they should see a notification indicating the module completion along with any associated rewards or achievements.
User sets a custom benchmark and receives a notification when they achieve it.
Given a user has set a custom benchmark for training hours, when they reach that benchmark, then they should receive an immediate notification via email and app alert confirming the achievement.
User receives reminders for incomplete training modules as benchmarks approach.
Given the user has training modules yet to complete and a deadline set for achieving a benchmark, when the deadline is approaching, then the user should receive a reminder notification indicating the urgency and remaining time.
User can customize notification settings for benchmark achievements.
Given a user accesses the notification settings, when they select their preferred methods of notification (e.g., email, push notifications), then the settings should update successfully and be reflected in their profile.
User receives progress summary notifications after reaching a milestone.
Given a user reaches a significant milestone (e.g., completion of 50% of training), when the milestone is reached, then the user should receive a summary notification detailing their progress and next steps.
User can opt-out of specific notifications related to benchmark achievements.
Given a user wishes to opt-out of benchmark achievement notifications, when they select the opt-out option in the settings, then they should no longer receive those specific notifications.
User views historical benchmark achievement notifications.
Given a user wants to review past benchmark achievement notifications, when they navigate to the notifications history section, then they should see a chronological list of all benchmark notifications received.
Interactive Feedback Mechanism
-
User Story
-
As a training participant, I want to receive personalized feedback after completing a module so that I can identify my strengths and the areas I need to improve.
-
Description
-
The Interactive Feedback Mechanism requirement allows users to receive practical insights and feedback on their performance after completing training modules. This feature will evaluate user engagement, comprehension, and performance metrics, providing tailored feedback to guide future learning paths. By personalizing feedback, this feature enhances user experience, encouraging a growth mindset and leading to a more effective training experience. The integration of this mechanism into the LogiStream platform will allow users to move beyond numerical scores, offering qualitative assessments that support user development and skill enhancement.
-
Acceptance Criteria
-
User completes a training module and receives feedback through the Interactive Feedback Mechanism.
Given a user completes a training module, when they access the feedback section, then they receive relevant metrics reflecting their performance including engagement level, comprehension score, and specific suggestions for improvement.
User accesses the Progress Tracking Dashboard after completing a series of training modules.
Given a user has completed multiple training modules, when they view the Progress Tracking Dashboard, then they can see a visual representation of their total hours spent, modules completed, and areas for improvement marked clearly.
User receives personalized feedback tailored to their specific performance in a training module.
Given a user has completed a training module, when the Interactive Feedback Mechanism processes their performance data, then they receive qualitative feedback that outlines strengths and areas for further development.
An administrator reviews aggregated feedback data from multiple users to evaluate overall training effectiveness.
Given multiple users have completed training modules and received feedback, when an administrator generates a report, then they should see summary metrics including average engagement scores and common areas of improvement across the user base.
User navigates back to their previous feedback on completed modules.
Given a user has accessed feedback for a previously completed training module, when they revisit that module's feedback section, then they should be able to view historical feedback alongside current suggestions for improvement.
User interacts with multiple feedback suggestions to enhance their learning experience.
Given a user has received feedback from the Interactive Feedback Mechanism, when they click on a specific suggestion, then they should be directed to resources or additional modules that target that area for growth.
Customizable Dashboard Settings
-
User Story
-
As a training participant, I want to customize my dashboard layout and metrics displayed so that I can focus on the data that matters most to me.
-
Description
-
The Customizable Dashboard Settings requirement enables users to personalize their progress tracking dashboard according to their preferences. Users can select which metrics they want to prioritize, how they visualize their data (e.g., graphs, tables, etc.), and the layout of their dashboard. This flexibility will enhance user satisfaction by allowing them to tailor the tool to meet their individual needs and learning styles. Integrating this feature within LogiStream will ensure that users feel empowered to take control of their training progress, leading to increased motivation and effectiveness during their learning journey.
-
Acceptance Criteria
-
User customizes their dashboard upon first login to the Progress Tracking Dashboard feature, selecting preferred metrics such as completed modules and hours spent learning.
Given a new user has logged in for the first time, when they access the customization settings, then they should be able to select at least three metrics to display on their dashboard.
An existing user wants to change the display format of their dashboard metrics from graphs to tables to better suit their learning style.
Given an existing user is on their dashboard, when they choose to change the visualization of their data, then the dashboard should update immediately to reflect the selected table format.
A user needs to rearrange the layout of their dashboard to prioritize certain metrics that align with their training goals during an ongoing learning program.
Given the user is on the dashboard, when they drag and drop the metric widgets to a new position, then the layout should save automatically and the widgets should appear in the new arrangement on their next login.
A user wishes to reset their dashboard settings to default after experimenting with different configurations.
Given a user wants to restore their dashboard to default settings, when they select the 'Reset to Default' option, then all settings should revert to the original default values without affecting their previous progress data.
The user wants to save their customized dashboard settings for future use and ensure that they are persistently applied across different devices.
Given a user has customized their dashboard, when they log out and log back in on a different device, then their customized settings should be displayed accurately without any loss of data.
During training sessions, users need to receive real-time notifications if they exceed their set learning benchmarks for particular modules on their dashboard.
Given a user has set learning benchmarks, when they exceed their predefined thresholds, then a notification alert must be displayed on their dashboard within five minutes of exceeding the benchmark.
Users expect to view a help guide for configuring their dashboard settings easily accessible from the Progress Tracking Dashboard.
Given the user is on the dashboard, when they click on the 'Help' icon, then a help guide specific to dashboard customization should be displayed without delay.
Data Export and Reporting Features
-
User Story
-
As a training participant, I want to export my training data so that I can share my achievements with my supervisor and track my progress over time.
-
Description
-
The Data Export and Reporting Features requirement provides users with the ability to download their training data for further analysis or to share with mentors or supervisors. Users will have options to export their progress reports in multiple formats (e.g., PDF, Excel) and generate insights based on their learning journey. This adds value by enabling users to take their learning data outside the system and fostering discussions around performance and development. Ensuring this feature is integrated into LogiStream will enhance accountability and provide a means for users to document their progress for future reference or professional development.
-
Acceptance Criteria
-
User exports their training data as a PDF report after completing a module.
Given a user has completed training modules, when they navigate to the Progress Tracking Dashboard and select the 'Export Data' option, then they should be able to download a PDF report containing their training achievements, including completed modules and hours spent learning.
User requests to export training data in Excel format for analysis.
Given a user is on the Progress Tracking Dashboard, when they select the 'Export Data' button and choose the Excel format, then the training data should be successfully exported in a structured Excel file containing all relevant training information.
User generates insights based on their training data to share with a mentor.
Given a user wants to share training insights, when they click on the 'Generate Insights' button, then the system should analyze their training data and provide a summary report highlighting strengths, weaknesses, and suggested next steps for improvement.
User exports their training data and encounters an error during the process.
Given a user attempts to export their training data, when there is a processing error, then an appropriate error message should be displayed, guiding the user on the next steps to resolve the issue.
User views previous training data exports for tracking purposes.
Given a user has previously exported training data, when they navigate to the 'Export History' section, then they should see a list of all their previous exports along with the date and format of each export.
User exports data while logged into the system from a mobile device.
Given a user is accessing the Progress Tracking Dashboard from a mobile device, when they attempt to export their training data, then the export functionality should work seamlessly and result in a downloadable file in the chosen format.
User requests to filter training data before exporting.
Given a user is on the Progress Tracking Dashboard, when they choose specific filters (e.g., time period, module type) before clicking 'Export Data', then the exported file should only contain the data that meets the selected criteria.
Peer Learning Community
The Peer Learning Community connects users with one another, fostering collaboration and knowledge sharing within the LogiStream ecosystem. Users can join discussion forums, share insights from completed modules, and ask questions related to their learning experiences. This sense of community not only enhances the training experience but also builds camaraderie among users, maximizing collective knowledge and improving overall effectiveness.
Requirements
Discussion Forum Integration
-
User Story
-
As a user, I want to participate in discussion forums so that I can share insights with peers and get help on topics I find challenging.
-
Description
-
The Discussion Forum Integration requirement entails creating a robust, user-friendly forum where users can post questions, share knowledge, and engage in discussions related to their learning experiences within LogiStream. This feature will enable users to build connections with one another, facilitating knowledge sharing in real-time, ultimately enhancing the overall effectiveness of the learning modules. It should support a variety of content types, including text, images, and links, while ensuring moderation and user privacy to foster a safe learning environment.
-
Acceptance Criteria
-
Users can post questions on the forum regarding their learning modules in a structured format.
Given that a user is logged into LogiStream, when they click on the 'Post a Question' button, then they should be able to enter a title, description, and select appropriate tags before submitting the post.
Users can view responses to their questions in the discussion forum.
Given that a user has posted a question, when other users reply to that question, then the original poster should receive notifications about new replies and be able to see all responses under their question thread in chronological order.
Moderators can monitor forum content for compliance with community guidelines.
Given that a moderator is logged into the discussion forum, when they access the moderation panel, then they should be able to view flagged posts, take action (approve, delete, or respond) on inappropriate content, and see their moderation history.
Users can share multimedia content (images and links) in forum posts.
Given that a user is composing a new forum post, when they upload an image or insert a link using the designated options, then the content should be displayed correctly in the post preview before submission.
Users can search for previous discussions and insights in the forum.
Given that a user is on the discussion forum page, when they enter keywords into the search bar, then the system should return a list of relevant posts that match the criteria, sorted by relevance or date.
Users can receive private messages in the forum community.
Given that a user is logged into the forum, when another user sends them a direct message, then the recipient should receive a notification that they have a new message, and be able to view it in their inbox.
Users can join and leave discussion threads to manage their notifications.
Given that a user is reading a discussion thread, when they select the 'Join Thread' or 'Leave Thread' option, then their notification preferences should be updated accordingly, reflecting their current subscription status to the thread.
Resource Sharing Portal
-
User Story
-
As a user, I want to share and access helpful resources from my peers so that I can enhance my learning experience and apply new knowledge effectively in my practice.
-
Description
-
The Resource Sharing Portal requirement focuses on allowing users to share documents, templates, and other educational resources related to the LogiStream training modules. Users should be able to upload, download, and review resources shared by others, and provide feedback or ratings. This feature enhances collaboration and ensures that users are continually gaining fresh insights and practical tools that enhance their learning process.
-
Acceptance Criteria
-
User uploads a new training document to the Resource Sharing Portal.
Given a user is logged into the Resource Sharing Portal, when they upload a valid document, then the system should accept the document and confirm its successful upload with a notification.
User downloads a shared resource from the portal.
Given a user is browsing the shared resources, when they select a resource to download, then the system should initiate the download and notify the user upon completion.
Users rate and provide feedback on a shared resource.
Given a user has accessed a shared resource, when they submit a rating and feedback, then the system should store the feedback and update the resource's average rating accordingly.
User searches for resources using filters.
Given a user is on the Resource Sharing Portal, when they apply specific filters to search for resources, then the system should display relevant results that match the criteria selected.
User reviews a previously uploaded document's status by another participant.
Given a user views a shared resource, when they check the reviews section, then the system displays all feedback and ratings submitted by other users for that resource.
Two users collaborate on a shared template within the portal.
Given two users are discussing a template in the comments section, when one user proposes changes, then the other user should be able to view these changes in real-time in the comments thread.
User reports an issue with a shared resource.
Given a user identifies an issue with a shared resource, when they submit a report through the portal, then the system should log the issue and notify the resource owner and moderators promptly.
User Profile Customization
-
User Story
-
As a user, I want to customize my profile so that I can showcase my interests and connect with peers who have similar learning paths.
-
Description
-
The User Profile Customization requirement includes features that allow users to personalize their profiles within the Peer Learning Community. Users can add a profile picture, brief bio, the modules they have completed, and their areas of expertise or interest. This personalization will help foster community connections, allowing users to identify and connect with peers who share similar interests or have relevant expertise, enriching the collaborative learning environment.
-
Acceptance Criteria
-
User uploads a profile picture to personalize their profile within the Peer Learning Community.
Given a registered user is on their profile page, when they upload an image file in the supported formats (JPEG, PNG), then the profile picture should display successfully on the user's profile.
User adds a brief bio to their profile, enhancing their identity in the Peer Learning Community.
Given a user is on their profile customization page, when they enter a biography of up to 200 characters, then the bio should save and display accurately on their profile.
User lists completed modules in their profile to showcase their learning journey.
Given a user is on their profile page, when they select from a list of completed modules and save their choice, then the selected modules should be visible on their profile under 'Completed Modules'.
User specifies areas of expertise or interest to indicate their strengths in the community.
Given a user is on their profile customization page, when they select up to five areas of expertise from a predefined list, then these areas should be saved and displayed prominently on their profile.
User successfully submits their customized profile information.
Given a user has made updates to their profile with a picture, bio, completed modules, and areas of expertise, when they click the 'Save Profile' button, then the system should confirm the successful update and display all changes on their profile.
User deletes their profile picture to revert to the default image.
Given a user is on their profile page, when they click the 'Delete Profile Picture' button, then the profile picture should revert to the default image without any errors.
User views another member's profile to connect based on shared interests.
Given a user clicks on another member's profile link, when the profile loads, then it should display the member's picture, bio, completed modules, and areas of expertise accurately and completely.
Notification System
-
User Story
-
As a user, I want to receive notifications about activity in the community so that I stay updated and can participate promptly.
-
Description
-
The Notification System requirement encompasses the creation of a notification feature that alerts users about responses to their posts, new resources shared in the community, and announcements related to the Peer Learning Community. The alerts should be customizable, allowing users to choose the type and frequency of notifications they receive. This keeps users engaged and ensures they don’t miss important updates or contributions from peers.
-
Acceptance Criteria
-
User receives a notification for responses to their post in the Peer Learning Community forum.
Given that a user has made a post in the forum, when another user responds to that post, then the original poster should receive a notification alerting them to the new response within 5 minutes.
User chooses the type and frequency of notifications they want to receive.
Given that a user is in their notification settings, when they select their preferred types of notifications (responses, new resources, announcements) and set their desired frequency (immediate, daily, weekly), then those preferences should be saved and reflected accurately in the notifications they receive.
User receives a notification about new resources shared in the Peer Learning Community.
Given that new resources have been added to the Peer Learning Community, when those resources are made available, then all users who have opted in for resource notifications should receive a notification about the new resources within 10 minutes.
User can stop receiving notifications from the Peer Learning Community.
Given that a user is in their notification settings, when they choose to disable notifications, then they should no longer receive any alerts from the Peer Learning Community as of the next notification cycle.
User receives notifications about important announcements related to the Peer Learning Community.
Given that there is an important announcement made in the Peer Learning Community, when the announcement is published, then all users configured to receive announcement notifications should receive that notification immediately.
User accesses a summary of notification settings.
Given that a user is on their profile page, when they navigate to the notification settings section, then they should see a summary of their current notification preferences including types, frequency, and status of notifications enabled.
Search Functionality
-
User Story
-
As a user, I want to use search functionality to quickly find discussions and resources related to my learning needs so that I can utilize the community effectively.
-
Description
-
The Search Functionality requirement includes a comprehensive search tool that enables users to find discussions, resources, and profiles efficiently within the Peer Learning Community. Users should be able to utilize filters such as keywords, topics, and user interests to quickly access relevant information or connect with content that benefits their learning experience. This feature will significantly enhance user engagement by reducing time spent searching for specific content.
-
Acceptance Criteria
-
User searches for specific discussion threads about cargo tracking using keywords associated with their queries.
Given a user is on the Peer Learning Community search page, when they enter relevant keywords into the search bar, then the search results should display discussion threads that include those keywords in their titles or content, sorted by relevance.
A user applies multiple filters while searching for resources related to route optimization.
Given a user selects the 'Route Optimization' topic and enters keywords in the search field, when they initiate the search, then the results should accurately reflect the filtering criteria and display resources tagged with that topic.
A user attempts to search for profiles of users who have completed specific modules related to logistics.
Given a user accesses the search functionality, when they input the name of a completed module and select 'Profiles' from the filter options, then the system should return a list of users who have completed that module.
Users want to refine their search results by user interests while looking for open discussions.
Given a user performs a search in the Peer Learning Community, when they apply the filter for 'User Interests', then the results should only show discussions related to the selected interests of other users.
A user experiences a slow response time while searching for specific content, compromising their engagement.
Given the user initiates a search, the system should return search results within 3 seconds, regardless of filter complexity, and display a loading indicator during the fetch process.
Mentorship Matching System
-
User Story
-
As a user, I want to connect with mentors who can guide my learning journey, so that I can enhance my skills and gain insights from their experiences.
-
Description
-
The Mentorship Matching System requirement focuses on facilitating connections between users who seek mentorship and those who can provide it within the LogiStream ecosystem. This system will leverage user profiles to match mentees with mentors based on their learning goals, areas of expertise, and experience levels. It will foster deeper engagement, accountability, and support in the learning process, helping users to achieve their training objectives more effectively.
-
Acceptance Criteria
-
User seeks mentorship for a specific skill they want to develop. They fill out their profile with learning goals and areas of expertise, and then submit a request for mentorship through the Mentorship Matching System in LogiStream.
Given a user profile is complete with learning goals and expertise, when the user submits a mentorship request, then they should be successfully matched with at least one mentor who meets their criteria within 24 hours.
A mentor receives a notification of a matched mentee through the Mentorship Matching System. The mentor reviews the mentee's profile and decides whether to accept or decline the mentorship request.
Given that a mentor has been matched with a mentee, when the mentor reviews the mentee's profile, then they should be able to accept or decline the request, and the mentee should receive a real-time notification of the mentor's decision.
A mentee is paired with a mentor. They engage in their first mentorship session to discuss goals and outline a learning plan. After the session, they provide feedback on the mentorship experience using the Mentorship Matching System.
Given that a mentorship session has been conducted, when the mentee submits feedback through the system, then the feedback should be recorded and visible to both the mentor and the mentee on their respective profiles.
An admin wants to generate reports on the effectiveness of the Mentorship Matching System in facilitating user connections and mentorship progress across the platform.
Given that the Mentorship Matching System has been operational for at least 3 months, when the admin requests a report, then the system should generate a report detailing the number of mentorship matches, user satisfaction ratings, and progress towards learning goals.
Users frequently engage with the Peer Learning Community discussion forums. The system needs to ensure that mentorship connections are presented prominently to encourage active participation and collaboration.
Given that a user is visiting the Peer Learning Community forums, when they log in, then the system should display a section highlighting active mentorship opportunities and recently successful matches to enhance community engagement.
Certification and Badging System
The Certification and Badging System rewards users for completing training modules and demonstrating competency in specific areas. Achieving certifications and digital badges adds credibility to users' skill sets, motivating them to engage with training. This recognition not only fosters personal accomplishment but is also valuable for career advancement and professional development within their organizations.
Requirements
User Enrollment Process
-
User Story
-
As a new user, I want to easily enroll in training modules so that I can start earning certifications and improve my skills quickly.
-
Description
-
The User Enrollment Process requirement mandates the creation of an intuitive and efficient system through which users can register for training sessions and obtain certifications. The enrollment should include various steps such as profile creation, selection of training modules, and automated communication regarding session schedules and prerequisite materials. This streamlining not only enhances user experience but also encourages broader participation in training offerings, ultimately fostering a more skilled user base.
-
Acceptance Criteria
-
User successfully creates a profile during the enrollment process for training sessions.
Given the user is on the profile creation page, when they enter valid information and submit the form, then the profile is created successfully and the user receives a confirmation email.
User selects a training module after completing their profile.
Given the user has created their profile, when they navigate to the training module selection page and choose a module, then the module is added to their enrollment successfully with a confirmation displayed on the screen.
User receives automated communication regarding session schedules and prerequisite materials.
Given the user has enrolled in a training module, when the training session is scheduled, then the user receives an automated email with the session details and the required materials at least 48 hours prior to the session.
User can view and manage their enrolled training sessions from their dashboard.
Given the user is logged into their account, when they navigate to their dashboard, then they can see a list of enrolled training sessions with the option to cancel or modify their enrollment.
User completes a training module and receives a certification badge.
Given the user has completed all requirements of a training module, when they finish the training and pass the assessment, then they receive a digital certification badge displayed on their profile page.
User attempts to register for a training module without meeting prerequisites.
Given the user is on the training module registration page, when they try to enroll in a module for which they do not meet the prerequisites, then an error message is displayed explaining the prerequisite requirements.
Certificate Issuance Automation
-
User Story
-
As a user who has completed a training module, I want to receive my digital certificate automatically so that I can share my credentials without delay.
-
Description
-
The Certificate Issuance Automation requirement specifies the development of an automated system that generates and distributes digital certificates upon successful completion of training modules. This system should ensure secure verification of completions, timely issuance, and the ability for users to easily access and share their credentials online. By automating this process, the efficiency of recognition will increase, allowing users to showcase their achievements without delay, thereby enhancing their professional profiles.
-
Acceptance Criteria
-
Automated certificate generation upon completion of a training module.
Given a user completes a training module, when the completion is recorded in the system, then a digital certificate should be automatically generated and sent to the user's registered email address.
Secure verification of certificate completions.
Given a user requests to verify their digital certificate, when the verification system is accessed, then it should confirm the validity of the certificate with a unique verification code.
User access to their digital certificates online.
Given a user logs into their account, when they navigate to the 'My Certificates' section, then they should be able to view all issued certificates and download them in PDF format.
Timely issuance of certificates after training completion.
Given a user completes a training module, when the completion is recorded, then the digital certificate must be issued and sent to the user within 24 hours.
Ability to share digital certificates on social media platforms.
Given a user views their digital certificate, when they click the 'Share' button, then they should be able to post the certificate directly to their LinkedIn profile or other selected social media platforms.
Automated notification system for certificate issuance.
Given a user completes a training module, when the digital certificate is generated, then the user should receive a notification via email and/or SMS informing them of the certificate availability.
Badging for Milestones
-
User Story
-
As a user, I want to earn badges for my achievements in training so that I can feel recognized and motivated to continue learning.
-
Description
-
The Badging for Milestones requirement includes the development of a digital badging system that awards users with badges upon achieving specific milestones in their training progress, such as completion of a series of courses or mastering certain competencies. Each badge should be visually distinctive and clearly represent the achievement. This gamification aspect serves to motivate users to engage more deeply with the training material while providing them with social proof of their competencies.
-
Acceptance Criteria
-
User completes a series of training modules and is eligible to earn a badge for the milestone.
Given a user has completed all required training modules, when they log into their profile, then they should see the new badge displayed prominently.
System must generate a unique badge for each milestone achieved by the user.
Given a user achieves a milestone, when the badge is created, then the badge should have a unique identifier and design that represents that specific milestone clearly.
Users can view their earned badges on their profile page.
Given a user has earned badges, when they navigate to their profile, then they should see a dedicated section listing all earned badges with corresponding descriptions.
Badges must be shareable on social media platforms by users after they achieve them.
Given a user views their earned badge, when they select the share option, then they should be able to share the badge on social media platforms with a link back to their profile.
The system tracks and records each badge earned by the user.
Given a user earns a badge, when the badge is awarded, then it should be recorded in the user's activity log with a timestamp and corresponding badge details.
Users receive notification alerts when they earn a new badge.
Given a user has earned a badge, when the badge is awarded, then the user should receive a notification alert via email and within the application notifying them of their new achievement.
The badge design must be visually appealing and representative of the training content.
Given a new badge is designed, when it is submitted for approval, then it should meet specific design criteria including color, graphics, and branding consistency, and should be approved by the design team.
Dashboard for Progress Tracking
-
User Story
-
As a user, I want to track my training progress on a dashboard so that I can see my achievements and plan my future learning activities.
-
Description
-
The Dashboard for Progress Tracking requirement necessitates the development of an intuitive analytics dashboard where users can monitor their training progress, view earned badges, and completed certifications. This dashboard should provide clear visuals and metrics, making it easy for users to understand their learning path and identify areas for improvement. By having a centralized, user-friendly interface, users can better manage their learning journey, resulting in enhanced engagement and skills development.
-
Acceptance Criteria
-
User accesses the progress tracking dashboard to review their training achievements after completing a training module and wants to see their current badges and certifications status.
Given the user is logged into LogiStream, when they navigate to the Certification and Badging dashboard, then they should see a summary of completed training modules, earned badges, and certifications displayed in clear, visual formats (graphs, lists, etc.).
A user queries the dashboard to filter training progress by specific time periods, such as the past month or the last quarter, to evaluate their learning trends.
Given the user selects a time range from the filter options, when they apply the filter, then the dashboard should update to show only the training modules completed in the selected period along with corresponding badges and certifications.
An administrator verifies that the progress tracking dashboard is responsive, accessible, and functions correctly across different devices (desktop, tablet, mobile).
Given an administrator accesses the dashboard from various devices, when they check the layout and functionality, then the dashboard should maintain its usability, allowing all functionalities without discrepancies across devices.
A user clicks on a badge icon within the dashboard to view detailed information about the badge, including requirements and expiry details.
Given the user is viewing the dashboard, when they click on an earned badge icon, then a modal should appear showcasing the badge details, including the criteria for earning it, the date it was earned, and any expiration information if applicable.
Users want to track their progress on training paths visually to identify areas that need more focus, using metrics on the dashboard.
Given the user reviews their dashboard, when they evaluate the visual metrics (percentages, completion bars) for each training area, then they should easily identify which areas they have completed and which ones require additional effort to reach their learning goals.
A user updates the dashboard settings to customize the display of their progress metrics and notifications for new training modules.
Given the user accesses dashboard settings, when they modify their preferences and click save, then the dashboard should reflect the changes instantly, providing a customized view based on user preferences without errors.
Admin Management Tools
-
User Story
-
As an administrator, I want to have tools to manage user training and certifications so that I can ensure efficient oversight of our training programs.
-
Description
-
The Admin Management Tools requirement outlines the need for a robust back-end system that enables administrators to manage user enrollment, monitor training completion rates, and issue certificates and badges manually if necessary. This system should also include reporting functionalities to analyze user data and training effectiveness. Providing admins with powerful tools will enhance their capability to drive training initiatives and ensure alignment with organizational objectives.
-
Acceptance Criteria
-
Admin logs into the Admin Management Tools system and accesses the user enrollment section to add new users for a training module.
Given an admin is logged in, when they navigate to the user enrollment section, then they should be able to add multiple users by entering their details and should receive a confirmation message upon successful enrollment.
Administrator reviews the training completion rates for different modules to identify users who have not completed their training.
Given an admin accesses the reporting section, when they filter the data by training module, then they should see a comprehensive report displaying individual user completion rates along with a percentage completion for each module.
Admin issues certificates and badges to users who have successfully completed their training modules.
Given the admin is in the manual issuance section, when they select a user and click 'issue certificate', then the user should receive a digital certificate and badge in their profile, and the admin should get a success notification.
Admin wants to analyze the effectiveness of training programs through user feedback and performance metrics.
Given the admin has selected a specific training module, when they view the analytical report, then they should see user feedback ratings and performance metrics related to that training module in a digestible format.
Admin attempts to enroll a user who has already completed the training to a new module and needs to verify their prior completion.
Given an admin searches for a user with completed training, when they attempt to enroll them in a new module, then the system should automatically reflect their previous completion in the user profile and allow or deny based on eligibility rules.
Admin generates a report summarizing user enrollment and certification statuses for all users within the system.
Given the admin selects the report generation option, when they choose the parameters and run the report, then they should receive a downloadable report that includes user names, enrollment status, and certification statuses for each training module.