User Type The Optimize product supports twelve different user types. Each user type has different responsibilities and privileges. The “User Type” in the Optimize product defines the features within the product a user can access. Everyone who can access the Optimize product software supports a “User Type” of “Team Member.” Individuals can also support any number of additional “User Types.” Administrators are responsible To: add and remove employees, add, modify, and remove inventory items, alert executives of security problems and, if possible, suggest resolution methods, alert portfolio managers if missing inventory items for a specific process, product, project, or issue. Business Analysts (BAs) are responsible To: identify problems with a process, product, and project’s requirements, remove any requirement ambiguities, ensure requirements are testable, ensure key stakeholders are aware of requirement changes, Clients are responsible To: identify new jobs, delete existing jobs, communicate with experts, critique the expert’s performance on each contracted assigned job, approve payment to the expert expeditiously upon successful task completion. Executives are responsible To: determine which processes, products, and projects are in trouble as soon as possible, apply management expertise to mitigate problems, motivate portfolio managers and administrators, eliminate conflicts and realign processes, products, and projects with corporate goals. Experts are responsible To: communicate with the client using their selected communication method (Zoom, Go ToMeeting, etc.), respond to any “Client” request within twenty-four hours, analyze tasks within a designated schedule and notify the client of any potential issues or risks, work on assigned tasks and daily report their progress and any change in job status. Process Managers are responsible To: track daily schedules, update daily schedules, motivate staff members, monitor daily the status of critical path tasks, alert Process Portfolio Manager and key stakeholders when their tasks have issues, solve problems (missing resources, lack of dependencies, projected late deliverables or milestones, etc.). Process Portfolio Managers are responsible To: monitor Business Analysts and process managers to ensure they are performing their functions, motivate Business Analysts and process managers, alert key Executives and stakeholders when their tasks have issues, verify the efficient resolution of the open issues for deliverables and milestones. Team Members (TMs) are responsible To: learn their assignments (tasks), perform the tasks in the assigned order, use schedule task update tool to adjust their task progress, provide management a clear vision of their assigned task statuses, notify the relevant manager when their assigned task will be late or over budget, report daily with minimal effort and administrative hassle their task progress.