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Transitioning from Grid Reports to Dashboards & Mobile
Technology Category
- Application Infrastructure & Middleware - Data Visualization
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Food & Beverage
Applicable Functions
- Business Operation
- Quality Assurance
Services
- System Integration
- Software Design & Engineering Services
- Training
The Challenge
This multi-concept restaurant operator was experiencing the “spreadmart” phenomenon, with the accounting department manually creating and distributing grid-based excel reports to operations so they can manage their stores. The client wanted to create a single version of the truth for enterprise reporting, consolidate multiple reporting tools, and eliminate these massive and manually generated spreadsheets. In addition, they wanted to move from grid-based reports to visual analytics, and enable executives and field leadership with mobile access to critical information and performance dashboards.
About The Customer
Einstein Bros. Bagels is the largest operator of bagel bakeries, with over 795 company-owned, franchised, and licensed locations. Headquartered in Lakewood, CO, the company operates in the Food & Beverages industry and employs over 5,000 people. With annual revenue exceeding $400 million, Einstein Bros. Bagels is a significant player in the quick-service restaurant (QSR) sector. The company sought to enhance its operational efficiency and decision-making processes by transitioning from traditional grid-based reports to more advanced visual analytics and mobile dashboards.
The Solution
Leveraging the FoodOps BI solution accelerator, the Smartbridge team designed, developed, integrated, and launched mobile dashboards for the executive team, finance, and regional operations executives. The project was executed following an agile BI approach to deliver continuous value to the business rapidly. FoodOps is a standardized food industry analytics solution accelerator built based on decades of industry expertise in QSR, fast casual, and full-service segments. It comes with pre-defined data models, KPIs, dashboards, and micro apps to digitally enable typical food field operations. The team reviewed existing reports and conducted interviews with key Finance and Operations resources to identify the key elements they gravitate towards on existing grid reports. They structured a 3-sprint plan for layering incremental functionality over time, conducted iterative mockups (paper > PowerPoint > MicroStrategy), designed the overall look and feel, built all visual and navigation graphical components, migrated FoodOps into the client’s environment, and conducted a schema object mapping exercise to “re-wire” FoodOps components to their data warehouse. They also developed the MicroStrategy dashboards and drove the testing/QA effort.
Operational Impact
Quantitative Benefit
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