Receipt Tracking Assistant

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Receipt Tracking Assistant

• Feasibility Presentation

Main Presenter Nicholas Tschohl Project
Leader Tosha Hartley
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Team Members
Receipt Tracking Assistant
30 October, 2004
Janet Brunelle Himanshu Kaskar General Managers
Tosha Hartley Project Manager Scheduling
Manager
Wayne Yee Financial Analyst Personnel Coordinator
Edward Denecke Documentation Manager Web Master
Nicholas Tschohl Marketing Director Main Presenter
Philip Ly Software Analyst
Meriel Regodon Hardware Analyst
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Overview
Receipt Tracking Assistant
30 October, 2004

• Problem
• Problem Characteristics
• Current Method
• Solution
• Solution Characteristics
• Our Method
• Goals / Objectives
• Pros and Cons
• Market
• Technical Issues
• Management Method Issues
• Risk Issues

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Problem Statement
Receipt Tracking Assistant
30 October, 2004
Employers who require travel for company work
agree to reimburse travelers for reasonable
expenses. Reasonability is established using a
trail of receipts which are difficult to obtain,
inconvenient to collect, and time consuming to
process.
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Problem Characteristics
Receipt Tracking Assistant
30 October, 2004

• Difficult to obtain
• Inconvenient to collect
• Time consuming to process

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Current Method
Receipt Tracking Assistant
30 October, 2004
Employee goes on a trip
Collects receipts
Stores receipts
Sorts receipts
Fills out expense reports
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RTA Solution
Receipt Tracking Assistant
30 October, 2004

• A portable device that is convenient to use,
  reduces processing time, and makes it easy to
  validate receipts.

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Solution Characteristics
Receipt Tracking Assistant
30 October, 2004
What the RTA

• will do
• Portable scanning
• Create digital backups
• Improve organization
• Create expense reports
• Decrease process time

• will not do
• Enforce employee use
• Eliminate paper
• Eliminate human error

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Our Method
Receipt Tracking Assistant
30 October, 2004
Employee goes on a trip
Thanks RTA for your help
Scan receipts
Wizard Dialogs, Document receipts
RTA organizes receipts
Prints out expense reports
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Goals Objectives
Receipt Tracking Assistant
30 October, 2004

• Save companies and employees time and money
• Develop a portable scanning device
• Develop receipt management software

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Pros Cons
Receipt Tracking Assistant
30 October, 2004

• Pros
• Improved organization
• Reduced processing time
• Less paper work

• Cons
• Training employees
• Employee acceptance
• Need for original receipts

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Market Defined/Analyzed
Receipt Tracking Assistant
30 October, 2004
Companies with traveling employees that are
looking for a more organized and streamlined way
to process reimbursement requests.

• Why businesses?
• Reduce processing time
• Reduce paperwork

• Why employees?
• Reduce loss of receipts
• Aid in the preparation of expense reports
• Simplified receipt management

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Technical Issues
Receipt Tracking Assistant
30 October, 2004

• Receipts that cannot be scanned
• Compatible software/hardware
• Power Consumption
• Durability

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Management Method Issues
Receipt Tracking Assistant
30 October, 2004

• Training of employees
• Human error

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Risk Issues
Receipt Tracking Assistant
30 October, 2004

• Sensitive information (Security)
• Employee acceptance
• Manual input errors
• High development cost
• Is the RTA user friendly

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Questions Answers
Receipt Tracking Assistant
30 October, 2004

• ?

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