Introductory Discussion and Demonstration<br />
Tracks is an operator embraced restaurant back office solution designed for best practice efficiency, built on scalable co...
Cost Savings:<br />Labor .5 to 1% ($400K to $800K)<br />Product 1% to 3% ($1.2M to $3.6M)<br />Store level time savings – ...
Tracks – Foundation<br />Tracks – Supply Chain<br />Tracks – Labor<br />Tracks – Facilities<br />Tracks – Guest Feedback<b...
Robust functionality with masked complexity<br />System does more, managers do less<br />Embedded best practices to delive...
Daily sales - enter actual cash deposit<br />Purchase Order - enter quantity if other than suggested<br />Inventory – coun...
Built back office solution for Chart House Enterprises in mid-90’s.  If we had the chance to do it again…<br />Reengaged i...
Some of Our Clients<br />
Sales:<br />POS interface<br />Daily Sales reporting<br />Cash management<br />Payment reconciliation<br />GL interface<br...
Inventory:<br />Physical counts<br />Usage/Cycle counting<br />Variance analysis<br />Transfers<br />Purchasing:<br />Orde...
Labor scheduling:<br />Labor forecasting<br />Template and forecast based schedule development<br />Event calendar<br />La...
Maintenance requisitions<br />Payment processing<br />Activity reporting<br />Maintenance and service history<br />Tracks ...
Web site feedback capture<br />Response management<br />Performance reporting<br />Tracks Guest Feedback<br />
Balanced Scorecard:<br />Balanced Scorecard-based reporting<br />KPI reporting<br />Utilizes MS SP Performance Point Serve...
How is Tracks built<br />
Tracks Demonstration<br />Store Level:<br /><ul><li>  Daily Sales & Reconciliation
  Store Level Payroll
  Procurement
  Inventory & Product Costing
  Reporting</li></li></ul><li>Tracks Demonstration<br />Enterprise Level:<br /><ul><li>  Sales Processing
  Enterprise Level Payroll
  Facilities Maintenance
  Item & Recipe Management
  Guest Feedback</li></li></ul><li>Tracks Demonstration<br />Intelligence:<br /><ul><li>  Advanced Reporting
  Scorecard
  Analytics</li></li></ul><li>How will the roll out work?<br />20<br />
How will the roll out work?<br /><ul><li>Execute LOI
Finalize Negotiations
Execute Contracts
Upcoming SlideShare
Loading in...5
×

Tracks back office solution - Introduction

502

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
502
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Tracks back office solution - Introduction

  1. 1. Introductory Discussion and Demonstration<br />
  2. 2. 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.<br />Product Definition<br />
  3. 3. Cost Savings:<br />Labor .5 to 1% ($400K to $800K)<br />Product 1% to 3% ($1.2M to $3.6M)<br />Store level time savings – 30 minutes per day<br />Corporate level time savings – 30 minutes per store per day ($400K)<br />Total savings - $2M to $4.8M per year<br />Expected Results<br />
  4. 4. Tracks – Foundation<br />Tracks – Supply Chain<br />Tracks – Labor<br />Tracks – Facilities<br />Tracks – Guest Feedback<br />Tracks – Intelligence<br />Product Suite<br />
  5. 5. Robust functionality with masked complexity<br />System does more, managers do less<br />Embedded best practices to deliver expected results<br />Solution built for the entire enterprise, let POS, ERP do what they do best & fill the rest<br />Built on today’s well known market leading technology<br />All of what is needed, nothing that’s not<br />Key Design Principles<br />
  6. 6. Daily sales - enter actual cash deposit<br />Purchase Order - enter quantity if other than suggested<br />Inventory – count “A” items daily<br />Restaurant Payroll – employee and clock data from POS, flag compliance exceptions<br />Labor Scheduling – build new from template or forecast<br />Reporting – tell me where to act<br />Financial Analysis – data dynamically connected to Excel<br />A few examples…<br />
  7. 7. Built back office solution for Chart House Enterprises in mid-90’s. If we had the chance to do it again…<br />Reengaged in 2001, placed our bet on Microsoft solutions (SharePoint, SQL Server) and built from ground up<br />Operating hosted and self hosted for over 8 years, multiple concepts, over 300 locations<br />100% client retention<br />Delivered results<br />Our Story<br />
  8. 8. Some of Our Clients<br />
  9. 9. Sales:<br />POS interface<br />Daily Sales reporting<br />Cash management<br />Payment reconciliation<br />GL interface<br />Restaurant Payroll:<br />Time clock capture<br />Time clock edits<br />Break compliance<br />HRIS interface<br />Enterprise reporting:<br />Sales, labor, PMIX<br />Preformatted and Excel reporting formats<br />Enterprise wide visibility<br />Tracks Foundation<br />
  10. 10. Inventory:<br />Physical counts<br />Usage/Cycle counting<br />Variance analysis<br />Transfers<br />Purchasing:<br />Order Guides<br />Ordering/Receiving<br />Electronic PO and invoicing<br />EDI<br />Flexibility for all suppliers<br />Product Costing:<br />Recipe management<br />Prep management<br />Actual and theoretical costing<br />Usage analysis<br />Tracks Supply Chain<br />
  11. 11. Labor scheduling:<br />Labor forecasting<br />Template and forecast based schedule development<br />Event calendar<br />Labor cost control:<br />Alerts for overtime<br />Alerts for labor law restrictions<br />Employee portal:<br />Internet schedule access<br />Restaurant schedule visibility<br />Workflow-enabled shift requests<br />Tracks Labor<br />
  12. 12. Maintenance requisitions<br />Payment processing<br />Activity reporting<br />Maintenance and service history<br />Tracks Facilities<br />
  13. 13. Web site feedback capture<br />Response management<br />Performance reporting<br />Tracks Guest Feedback<br />
  14. 14. Balanced Scorecard:<br />Balanced Scorecard-based reporting<br />KPI reporting<br />Utilizes MS SP Performance Point Server<br />Business Intelligence:<br />Market Basket Analytics<br />Menu Analysis<br />Sales Analysis<br />Labor Analysis<br />Utilizes MS BIDS<br />Tracks Intelligence<br />
  15. 15. How is Tracks built<br />
  16. 16.
  17. 17. Tracks Demonstration<br />Store Level:<br /><ul><li> Daily Sales & Reconciliation
  18. 18. Store Level Payroll
  19. 19. Procurement
  20. 20. Inventory & Product Costing
  21. 21. Reporting</li></li></ul><li>Tracks Demonstration<br />Enterprise Level:<br /><ul><li> Sales Processing
  22. 22. Enterprise Level Payroll
  23. 23. Facilities Maintenance
  24. 24. Item & Recipe Management
  25. 25. Guest Feedback</li></li></ul><li>Tracks Demonstration<br />Intelligence:<br /><ul><li> Advanced Reporting
  26. 26. Scorecard
  27. 27. Analytics</li></li></ul><li>How will the roll out work?<br />20<br />
  28. 28. How will the roll out work?<br /><ul><li>Execute LOI
  29. 29. Finalize Negotiations
  30. 30. Execute Contracts
  31. 31. Finalize project plan
  32. 32. Identify team members
  33. 33. Finalize deployment schedule
  34. 34. Establish communication plan
  35. 35. Conduct visioning session
  36. 36. Document baseline data
  37. 37. Train project team members
  38. 38. Conduct Kick Off Event</li></ul>Execute Agreements<br />Organize Project<br />Establish Vision, Baseline, Launch<br />Engage<br />Key Tasks<br /><ul><li>Letter of Intent
  39. 39. Implementation Contract
  40. 40. Operate Contract
  41. 41. Project Plan
  42. 42. Communication Plan
  43. 43. Deployment Schedule
  44. 44. Team org chart, responsibilities, time commitments
  45. 45. Vision Statement
  46. 46. Business Case
  47. 47. Key Success Factors
  48. 48. Engaged and Ready Project Team</li></ul>Key Deliverables<br /><ul><li>Executive Sponsor – Panera Bread
  49. 49. Executive Sponsor - RRT
  50. 50. Project Manager
  51. 51. Team Leads (PB IT, Call Center, AppDev, Deployment, Communication)
  52. 52. Executive Sponsors
  53. 53. All project team members</li></ul>Key Participants<br />21<br />
  54. 54. How will the roll out work?<br /><ul><li>Configure app and build telephony and Xpient integration
  55. 55. Develop BU training course
  56. 56. Revise all affected content & materials
  57. 57. Build out Call Center
  58. 58. Assemble and train deploy team
  59. 59. Conduct SD pilot (Proof of Concept), conduct BST Pilot (Proof of Operations)
  60. 60. Develop Business Case (Proof of Economics)
  61. 61. Deploy throughout all locations
  62. 62. Monitor and Refine</li></ul>Manage Project<br />Design<br />Configure & Build<br />Deploy<br /><ul><li>Identify unique requirements
  63. 63. Determine telephony, app, process, training, and documentation changes
  64. 64. Develop Telephony and Call Center buildout/ramp up plan
  65. 65. Establish team site
  66. 66. Monitor on going progress
  67. 67. Conduct QA reviews
  68. 68. Communicate progress and issues</li></ul>OnBoard<br />Key Tasks<br /><ul><li>Configured and tested technology and business processes
  69. 69. Established Call Center
  70. 70. All training materials
  71. 71. Prepared deployment team
  72. 72. Successful Pilot tests
  73. 73. Converted café locations
  74. 74. Operational Call Center
  75. 75. Delivered results
  76. 76. Inventory of app dev work units
  77. 77. Configuration settings
  78. 78. Inventory of affected PB materials (site content, shift management course, manuals)
  79. 79. Baguette U course design
  80. 80. Team Site
  81. 81. Weekly Status reports
  82. 82. QA Reviews</li></ul>Key Deliverables<br /><ul><li>Executive Sponsors
  83. 83. All project team members
  84. 84. PB & RRT Deployment support team
  85. 85. PB Regional Trainers
  86. 86. PB District Managers
  87. 87. PB café Associates
  88. 88. RRT Call Center team
  89. 89. Project Manager
  90. 90. Team Leads (PB IT, Call Center, AppDev, Deployment, Communication)
  91. 91. Project Manager
  92. 92. Executive Sponsor – Panera Bread
  93. 93. Executive Sponsor - RRT</li></ul>Key Participants<br />22<br />
  94. 94. How will the roll out work?<br /><ul><li>Operate Call Center
  95. 95. Manage customer and catering orders
  96. 96. Provide on-going support
  97. 97. Conduct QA review
  98. 98. Identify and implement refinements
  99. 99. Capture and report results</li></ul>Execute & Support<br />Measure & Refine<br />Operate<br />Key Tasks<br /><ul><li>Satisfied customers
  100. 100. Happy Associates
  101. 101. Increased revenues
  102. 102. Refined processes
  103. 103. Refined application
  104. 104. Updated Business Case</li></ul>Key Deliverables<br /><ul><li>Call Center team
  105. 105. Panera Bread Support Center Associates
  106. 106. Café Associates
  107. 107. Project Manager
  108. 108. Team Leads (PB IT, Call Center, AppDev, Deployment, Communication)</li></ul>Key Participants<br />23<br />
  109. 109. How will the roll out work?<br />Deploy<br />August<br />September<br />October<br />November<br />December<br />2012 forward<br />OnBoard<br />Assemble and Orient Team<br />Configure and Integrate SW<br />San Diego Café Pilot<br />Ramp Up Call Center<br />Train Café Associates<br />Go Live and Support<br />Validate Proof of Concept<br />Assemble and Orient Team<br />Boston Café Pilot<br />Train Café Associates<br />Go Live and Support<br />Validate Proof of Operations<br />Validate Proof of Economics<br />District 015 Go Live & Support<br />Companywide Deployment<br />District nnn Go Live & Support<br />…<br />24<br />
  110. 110. How will the roll out work?<br /><ul><li> Executive level commitment
  111. 111. Dedicated, trained, and highly skilled team
  112. 112. Common goals
  113. 113. Shared expectations
  114. 114. Realistic plan
  115. 115. Adequate resources
  116. 116. Effective transition from deployment team
  117. 117. Effective measure and refinement process
  118. 118. Adequate operate resources
  119. 119. Celebrated shared successes
  120. 120. Strong RRT & Client project managers
  121. 121. Effective & efficient communication methods
  122. 122. Realistic risk management plan
  123. 123. Known & reasonable requirements
  124. 124. Effective & efficient scope management process
  125. 125. Productive work environment (technology, facilities, collaboration tools)
  126. 126. Committed & capable user community</li></ul>Key Success Factors<br />25<br />
  127. 127. POS owned (a)<br />Enterprise reporting (b)<br />Fully Featured (c)<br />Over Featured (d)<br />Integrated F&A (e)<br />Legacy/Time share (f)<br />Small, client co-authored (g)<br />Competition<br />c<br />a<br />d<br />Ability to Execute<br />b<br />e<br />g<br />f<br />Completeness of Vision<br />
  128. 128. Personalized service and support - Solution delivered and supported by solid, well known, reputable local firm. Solution configurable to unique needs.<br />What you need and all of it - Full featured but masked complexity, easy to use, fully utilized, and operator embraced.<br />Delivers the results - Produces cost savings, recaptures lost admin time, and delivers actionable information to better compete.<br />Built upon familiar, lower cost technology - Lowers total cost of ownership and flattens learning curve by using existing Microsoft-based technology platform.<br />Affordable - Priced at or below competitor prices and avoids a large upfront investment.<br />Don’t have to think about it - Reduces headaches and frees up resources with managed service delivery.<br />Why Tracks?<br />
  129. 129. Why Us?<br />“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.”<br />John Townsend– CIO, Islands Restaurants, L.P.<br />
  130. 130. Why Us?<br />“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.”<br />K. Ogawa – President, Catalina Restaurant Group (Cocos & Carrows)<br />
  131. 131. Wrap Up Q&A<br />
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×