Client Interview 25/10/19

[DanielRHolland]

Meeting with Nigel King (roleplaying as client)

[DanielRHolland]

My rather minimal notes are included below:

• They have an old-style barcode scanner
• Customers scan own product
  • Web frontend seems increasingly sensible
  • Must have a physical terminal too
• Logging in by card would be good
  • Currently, only name and budget code recorded
• Shrinkage alerts -> daily tracker
• Physical access is controlled by card
• Budget code is for a department, not a person. Many people may use the same code, and many codes may be used by the same person.

[TheRojBlake]

I've cleaned up the notes that I made during the interview:

• When a customer enters the stock room via scanning their card (Academics + PhDs can enter whereas students cannot), they take the item they want and write on an ‘issue sheet’ (Each has a standard format) their name, department, item taken, quantity (Not their ID). This issue sheet then gets taken by stock staff and keyed into QuickBooks, which returns a receipt.
• Each item is assigned a number which is printed above section. (Unique Identifier)
• Inventory count is only completed once a year unless an item has run out. (Stock department are only told about counts when an item runs out).
• Stores currently work on an ‘honour’ system and possess fairly lax security.
• Staff must regularly tour shelves to ensure items are not running low.
• The system may need to be built to allow users to log a ticket with security if more stock is low than there should be (potential theft).
• Users have budget codes that are not unique; they are utilised by many different users related to their department.
• There is no list for allowed users, but staff believe there should be.
• A ‘reorder point planning’ system should be built into the new system, with the current system involving staff manually searching stores.

If you notice any errors please let me know.