Fact-Finding Summary (Academic Helper Service)
Subscribers sign up for on-demand service or can book an appointment with a helper in advance. They purchase each session when it is requested.
Charges are entered into the MyBookkeeper accounting software at the end of each day. The software produces a daily activity report listing all transactions.
At the end of the month, the finance manager uses MyBookkeeper to transmit an accounts receivable summary to the company headquarters.
MyBookkeeper software stores basic subscriber information but does not contain information about preferences, activities, and history.
MyBookkeeper produces one local report (the daily activity report) and three reports that are prepared at the headquarters: a monthly sales report for subscribers, an exception report for inactive subscribers, and a quarterly profit-and-loss report that provides a rundown of revenue and expenses for each separate activity. Every other week, helpers and other staff are paid. Julie receives a variety of "wish list" suggestions from managers and staff members during the interviews. Managers, for example, want more observational qualities so that they can spot trends and introduce exclusive deals and temporary discounts.
Managers also want better information about the profitability of specific business activities, instead of bottom-line totals. Many managers want to offer computerized activity and progress reports, and various social networking options, including email communications.