Project Description

Transitioning from Grid Reports to Dashboards & Mobile

The Client

Largest US operator of bagel bakeries, with over 795 company owned, franchised, and licensed locations.

The Problem

This multi-concept restaurant operator was experiencing the “spreadmart” phenomenon, and was using only grid-based reports to manage its business.

The client wanted to create a single version of the truth for enterprise reporting, consolidate multiple reporting tools, and eliminate 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 dashboards.

The Solution

Smartbridge led the pilot launch of MicroStrategy Mobile dashboards for the executive team, finance, and regional operations executives. To rapidly deliver this capability, we leveraged the FoodOps solution accelerator and followed an agile BI approach.

The key activities:

  • Reviewed existing reports and conducted interviews with key Finance and Operations resources to identify the key elements they gravitate towards on existing grid reports
  • 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
  • Developed the MicroStrategy dashboards, and drove testing/QA effort

The Result

The features allocated to the 3 sprints (store information, geographical store performance, and period-level financial reporting) were delivered successfully, and we completed the project on-time and under budget. Multiple touch-points with end users during sprint execution yielded an extremely relevant solution, and the solution was successfully deployed to the pilot users.

Overall feedback from field users and executives was extremely positive, and created an increase in the demand for new features and enhancements (which have been added to the backlog).

Smartbridge is currently in process of scoping the next phase of work to deliver incremental capability to a wider audience leveraging a broader set of data sources, including additional components of the FoodOps solution accelerator.

Project Details


Business Intelligence
Food Service

Smartbridge is an implementation and resell partner for MicroStrategy.
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