A thorough business process review revealed the unique challenges that the client faced as they tried to gain more nuanced visibility into their location-by-location sales performance. Some locations were owned by the corporate office, others were part of a larger franchise ownership group, still others were stand-alone locations owned by a single operator.
The lack of standardization in ownership extended to technology, as well. Four different point-of-sales systems were in use across the company’s footprint – each with different polling processes and different ways of exporting data. What data was collected was being aggregated into a Microsoft Access application that was a decade old.
Saxony’s digital team surmised that the client needed a single dashboard where one could see and analyze sales information from each location across the franchise network. The dashboard would allow decision makers to see precisely where they were missing data, or where certain data points didn't add up. It would provide dynamic views highlighting franchises that were over- and under-performing versus other stories in the market, system-wide, or based on statistical predictions.
In order to navigate the complicated landscape of different POS platforms and other third-party applications (online ordering, for example), the dashboard would be flexible enough to integrate seamlessly into the company’s existing technology stack.
The dashboard would allow users to quickly review data and make corrections where needed. And it would provide audit trails of overrides and adjustments, as mandated by the Sarbanes-Oxley Act.