#AnaplanHub16

#AnaplanHub16

Developing an Anaplan Roadmap beyond P&L planning:

Red Robin’s Anaplan journey through Finance and Operations

#AnaplanHub16

Markus LonnquistBusiness Relationship Manager –

Finance & Real Estate

#AnaplanHub16

• Founded in 1969 in Seattle, WA• HQ Greenwood Village, CO• Revenue over $1.2B in 2015• 528 casual dining restaurants• Family focused & adult friendly• Red Robin & Burger Works

Brands

#AnaplanHub16

Project RED2

Driving improved margins & improved guest experience

Goal: Double EBITDA over 5 years

• Seating Utilization• 12+12 Brews

Initiative• To-Go• Burger Works –

Channel Growth• Catering• Hispanic• Order-Ahead• Delivery

evenueR• Supply Chain

Management System

• Service Models• G&A Leverage

xpenseE• Complete BTI

Remodel• Store-Level

Technology• Midsize Unit

Emphasis• Franchise Acquisition• Stock Buy-Backs• Increase Pace of

Growth

Capital eploymentD

#AnaplanHub16

OpportunitiesLot of

manual efforts

Rigid models

Unsupported &

unscalable technology

Improve Restaurant

Perf Visibility

Lack of flexibility

No workflow or approval

process

Empower the

Business

Limited collaboratio

n

No ability to quickly create

“what-if”

Scorecard is not action-oriented

Lots of disparate

data sources

Link summary to

detailsActionable

Insights

Cannot create

alternate hierarchies

Change Managemen

t

No ability to do top-

downs and bottoms-up

planning

Over reliance &

use of Excel

Connect financial plans to

operational plans

#AnaplanHub16

Key Criteria:• Stakeholder participation• Proof of Concept for End-Users• Data Issues: Speed vs. Perfection• Time to Value

2014 Evaluation Approach -IT partnership with Business

Our journey with Anaplan

1. Operational Scorecard – Bonus Impacting 13 vs 52 Key Metrics – COGS, Labor, Sales,

Guest Voice Improved Visibility -> Improved

Accuracy Daily & Weekly Data Feeds

2.Restaurant Budget & P&L Improved Financial Management Improved Visibility

Use Cases

#AnaplanHub16

KEY LEARNINGS 1. Data

• Aha Moments and Catalyst for New Initiatives, Structure and Governance

2. Stakeholder Participation• Part of design, development

and testing• Change Management

3. Early Adopter • Partnerships key to our success• Project Management and

Implementation Templates

#AnaplanHub16

Future use case opportunities

Pricing & margin Data HUB

Workforce comp & benefits

New menu item pricing

Promotional campaigns Supply chain

New restaurant openings

RMA

Sales forecasting COE

Labor & capacity planning

Knowledge expansion

evenueR xpenseE Capital eploymentD

Q A