🔥 Key Stakeholders

🔓 Available Resource

A pre-screened individual that is an approved contractor for CAL & Associates, but is not currently assigned to a client project.

1.1 Contractor - in CAL & Associate’s repository of resources, available to take on a project. The contractor will not have access to an O365 account until they are assigned to a client.

1.2 CAL Partner - a non-billable position, where the resource will work alongside CAL and will not be assigned to client projects. An O365 account is created for them.

🎯 Goals

• R1: I want to be able to access the onboarding portal through a link sent to me
• R2: I want the onboarding portal to autofill my information from my resume so I can save time
• R3: I want an onboarding profile to be created once I submit my onboarding information
• R4: I want to view the status and be notified of updates on my selection for a client project

🧮 Business Owner (CAL & Associates)

CAL & Associates founders and permanent employees that want to filter through applicant information and onboard approved applicants as resources.

🎯 Goals

• B1: I want to view resource profiles and be able to filter them.
• B2: I want to export resumes created from resource profiles in the form of a template.
• B3: I want to easily manage an Office 365 account for a resource using repeated information if the resource becomes assigned.
• B4: I want to terminate access to internal O365 accounts once the resource has stopped working for us
• B5: I want to track updates on the status of an available resource
• B6: I want the timesheet component to exist independently of the onboarding component
• B7: I want the system to be secure to avoid attacks that cause downtime

🔒 Assigned Resource

A resource that has been chosen from CAL’s repository of available resources, referred to a client, and has been approved by the client to work on their project.

🎯 Goals

• AR1: I want an Office 365 account created for me from my profile information
• AR2: I want access to the timesheet application where I can bill my hours for work done on my client’s project

⛰️ Client

An individual or organization that has CAL & Associates resources assigned to work on their projects. The client is not a user of the onboarding system

🎯 Goals

• C1: I want to easily compare the resources CAL has referred to work on my project

📝 Glossary

• System: The onboarding system that allows resources to be onboarded to CAL’s resource repository and assigned to a client project

• Resume parser: A tool to extract information from an uploaded resume (ex: projects, education, etc) and provide an interface for a user to manually edit the extracted info

• Resource repository: A collection of all available and assigned resources that are contractors for CAL & Associates.

• Available Resource: A contractor who has passed the initial screening by CAL & Associates and has a resource profile in the System. An available resource is not yet assigned to a client/project.

• Assigned Resource:A resource that is assigned to and working for a client. Essentially an available resource that has been selected to work for a client.

• Standardized resource profile:The generated profile for a resource created by the resume parser and personal information