tracks back office solution - introduction
TRANSCRIPT
Introductory Discussion and Demonstration
Tracks is an operator embraced restaurant back office solution designed for best practice efficiency, built on scalable cost effective technology, delivered at or below competitive systems and without the headaches.
Product Definition
Cost Savings:◦ Labor .5 to 1% ($400K to $800K)◦ Product 1% to 3% ($1.2M to $3.6M)
Store level time savings – 30 minutes per day
Corporate level time savings – 30 minutes per store per day ($400K)
Total savings - $2M to $4.8M per year
Expected Results
Tracks – Foundation Tracks – Supply Chain Tracks – Labor Tracks – Facilities Tracks – Guest Feedback Tracks – Intelligence
Product Suite
Robust functionality with masked complexity System does more, managers do less Embedded best practices to deliver expected
results Solution built for the entire enterprise, let
POS, ERP do what they do best & fill the rest Built on today’s well known market leading
technology All of what is needed, nothing that’s not
Key Design Principles
Daily sales - enter actual cash deposit Purchase Order - enter quantity if other than
suggested Inventory – count “A” items daily Restaurant Payroll – employee and clock data
from POS, flag compliance exceptions Labor Scheduling – build new from template or
forecast Reporting – tell me where to act Financial Analysis – data dynamically connected
to Excel
A few examples…
Built back office solution for Chart House Enterprises in mid-90’s. If we had the chance to do it again…
Reengaged in 2001, placed our bet on Microsoft solutions (SharePoint, SQL Server) and built from ground up
Operating hosted and self hosted for over 8 years, multiple concepts, over 300 locations
100% client retention Delivered results
Our Story
Some of Our Clients
Sales:◦ POS interface◦ Daily Sales reporting◦ Cash management◦ Payment reconciliation◦ GL interface
Restaurant Payroll:◦ Time clock capture◦ Time clock edits◦ Break compliance◦ HRIS interface
Enterprise reporting:◦ Sales, labor, PMIX◦ Preformatted and Excel reporting formats◦ Enterprise wide visibility
Tracks Foundation
Inventory:◦ Physical counts◦ Usage/Cycle counting◦ Variance analysis◦ Transfers
Purchasing:◦ Order Guides◦ Ordering/Receiving◦ Electronic PO and invoicing◦ EDI◦ Flexibility for all suppliers
Product Costing:◦ Recipe management◦ Prep management◦ Actual and theoretical costing◦ Usage analysis
Tracks Supply Chain
Labor scheduling:◦ Labor forecasting◦ Template and forecast based schedule development◦ Event calendar
Labor cost control:◦ Alerts for overtime◦ Alerts for labor law restrictions
Employee portal:◦ Internet schedule access◦ Restaurant schedule visibility◦ Workflow-enabled shift requests
Tracks Labor
Maintenance requisitions Payment processing Activity reporting Maintenance and service history
Tracks Facilities
Web site feedback capture Response management Performance reporting
Tracks Guest Feedback
Balanced Scorecard:◦ Balanced Scorecard-based reporting◦ KPI reporting◦ Utilizes MS SP Performance Point Server
Business Intelligence:◦ Market Basket Analytics◦ Menu Analysis◦ Sales Analysis◦ Labor Analysis◦ Utilizes MS BIDS
Tracks Intelligence
How is Tracks built
Internet Internet
Internet
Internet
Restaurant Site
Concept A
Restaurant Site
Concept B
Corporate Users
Above Store Mgmt
POS ERP
Data Mart
Transactional DB
t
Tracks
ERP Plugin
POS Plugin
T
Reporting/Excel Services
Tracks Demonstration
Store Level:• Daily Sales & Reconciliation• Store Level Payroll• Procurement• Inventory & Product
Costing• Reporting
Tracks Demonstration
Enterprise Level:• Sales Processing• Enterprise Level Payroll• Facilities Maintenance• Item & Recipe
Management• Guest Feedback
Tracks Demonstration
Intelligence:• Advanced Reporting • Scorecard• Analytics
How will the roll out work?
20
Engage On Board Operate
How will the roll out work?
21
Execute Agreements
Key
Task
s • Execute LOI• Finalize Negotiations• Execute Contracts
Key
Deliv
erab
les
Key
Parti
cipan
ts
Organize Project Establish Vision, Baseline, Launch
• Finalize project plan• Identify team members• Finalize deployment
schedule• Establish
communication plan
• Conduct visioning session
• Document baseline data
• Train project team members
• Conduct Kick Off Event
• Letter of Intent• Implementation
Contract• Operate Contract
• Project Plan• Communication Plan• Deployment Schedule• Team org chart,
responsibilities, time commitments
• Vision Statement• Business Case• Key Success Factors• Engaged and Ready
Project Team
• Executive Sponsor – Panera Bread
• Executive Sponsor - RRT
• Project Manager• Team Leads (PB IT, Call
Center, AppDev, Deployment, Communication)
• Executive Sponsors• All project team
members
Engage
How will the roll out work?
22
Key
Task
sKe
y De
liver
abl
es
Key
Parti
cipan
ts
Manage Project
• Establish team site• Monitor on going
progress• Conduct QA reviews• Communicate
progress and issues
• Team Site• Weekly Status
reports• QA Reviews
• Project Manager• Executive Sponsor –
Panera Bread• Executive Sponsor -
RRT
Design
• Identify unique requirements
• Determine telephony, app, process, training, and documentation changes
• Develop Telephony and Call Center buildout/ramp up plan
• Inventory of app dev work units
• Configuration settings• Inventory of affected
PB materials (site content, shift management course, manuals)
• Baguette U course design• Project Manager
• Team Leads (PB IT, Call Center, AppDev, Deployment, Communication)
Configure & Build
• Configure app and build telephony and Xpient integration
• Develop BU training course
• Revise all affected content & materials
• Build out Call Center• Assemble and train
deploy team
• Configured and tested technology and business processes
• Established Call Center
• All training materials
• Prepared deployment team• Executive Sponsors
• All project team members
Deploy
• Conduct SD pilot (Proof of Concept), conduct BST Pilot (Proof of Operations)
• Develop Business Case (Proof of Economics)
• Deploy throughout all locations
• Monitor and Refine• Successful Pilot
tests• Converted café
locations• Operational Call
Center• Delivered results
• PB & RRT Deployment support team
• PB Regional Trainers
• PB District Managers
• PB café Associates• RRT Call Center
team
On Board
How will the roll out work?
23
Execute & Support
Key
Task
s • Operate Call Center• Manage customer and
catering orders• Provide on-going
support
Key
Deliv
erab
les
Key
Parti
cipan
ts
Measure & Refine
• Conduct QA review• Identify and implement
refinements• Capture and report
results
• Satisfied customers• Happy Associates• Increased revenues
• Refined processes• Refined application• Updated Business Case
• Call Center team• Panera Bread Support
Center Associates• Café Associates
• Project Manager• Team Leads (PB IT, Call
Center, AppDev, Deployment, Communication)
Operate
How will the roll out work?
24
San
Dieg
o
Café
Pilo
tBo
ston
Ca
fé P
ilot
Com
pany
wid
e De
ploy
men
tDeploy
On Board
Assemble and Orient
TeamConfigure and Integrate
SWRamp Up Call Center
Train Café Associates
Go Live and SupportValidate
Proof of Concept
August September October November December
2012 forward
Validate Proof of
OperationsValidate Proof of
Economics
Assemble and Orient
Team Train Café Associates
Go Live and Support
District 015 Go Live & SupportDistrict nnn Go Live
& Support
…
How will the roll out work?
25
Engage On Board Operate
Key
Succ
ess F
acto
rs
• Executive level commitment
• Dedicated, trained, and highly skilled team
• Common goals• Shared
expectations• Realistic plan• Adequate resources
• Strong RRT & Client project managers
• Effective & efficient communication methods
• Realistic risk management plan
• Known & reasonable requirements
• Effective & efficient scope management process
• Productive work environment (technology, facilities, collaboration tools)
• Committed & capable user community
• Effective transition from deployment team
• Effective measure and refinement process
• Adequate operate resources
• Celebrated shared successes
POS owned (a) Enterprise
reporting (b) Fully Featured (c) Over Featured (d) Integrated F&A
(e) Legacy/Time
share (f) Small, client co-
authored (g)
Competition
ab
c
e
Completeness of Vision
Abili
ty to
Exe
cute
fg
d
Personalized service and support - Solution delivered and supported by solid, well known,
reputable local firm. Solution configurable to unique needs.
What you need and all of it - Full featured but masked complexity, easy to use, fully utilized, and
operator embraced.
Delivers the results - Produces cost savings, recaptures lost admin time, and delivers actionable
information to better compete.
Built upon familiar, lower cost technology - Lowers total cost of ownership and flattens learning
curve by using existing Microsoft-based technology platform.
Affordable - Priced at or below competitor prices and avoids a large upfront investment.
Don’t have to think about it - Reduces headaches and frees up resources with managed service
delivery.
Why Tracks?
Why Us?“Islands Restaurants has been successfully utilizing Tracks from Coaliance for over 8 years ago and are very pleased with our decision. Tracks is critical to the operation of our business, enthusiastically embraced by our operators and end user community, and provides us with the information we need to make insightful decisions. We enjoy working with Coaliance and appreciate their industry knowledge and their ability to work harmoniously with our team members.”John Townsend– CIO, Islands Restaurants, L.P.
Why Us?“We have enjoyed a very good working relationship with Coaliance for over 5 years. The Tracks back office solution is strategically important to Catalina Restaurant Group (Coco's and Carrow's) having provided insightful business intelligence and operational reporting as well as reducing costly administrative store level manager time. Tracks saves us time and money. It is simple to use and has been well received by all members of our organization. Coaliance's deep industry knowledge allows them to deliver valuable solutions which help us better compete in the marketplace. They are a good business partner and have become an integral member of our team. Their collaborative style makes them a pleasure to work with.”K. Ogawa – President, Catalina Restaurant Group (Cocos & Carrows)
Wrap Up Q&A