Robert Brown – Technology Capability Builder

• MERIT project overview
– Pre-Install
– Go-live
– Post-Install
• Excelling with MERIT tools & ARL reports
– Scorecard, Labor, Food Cost, Shift Accountability
• Keeping Honest people Honest with XBR
– Introduction to available reports

8 Weeks Out
• Technology
Capability
Builder introduced.
Overview of Pre,
Go-Live and Post
Install training support discussed.
6 - 4 Weeks
Out
• Weekly calls with
FTL(Franchise
Technology
Leader). Training on OSM tools,
MERIT module training access & expectations and discussing practice register process.
3

4 – 0 Weeks Out
• Continue regular calls/webinars with FTL to ensure training completion, introduction to key reports & processes, ongoing coaching on
Install readiness
Go Live Date
• FTL and Rgm works with
Implementation
Specialist during
Start of Day, Shift change and Close of Day process.
Hands on support with all data entry processes.
Training on custom features.
4

Face-to-Face Meeting with FTL to train on MERIT Reporting & Online tools
Week 1 and ongoing
• Regular 1:1s with FTL
• Review reports via online tools to build know how on KPI’s, share success routines & discuss tactics to improve results. Ongoing followup with feedback
Week 8
• Continue on-
Follow up on additional ARL
MERIT & KFC
Technology reporting tools.
Inform about
ARL training 2day class (in
Louisville)
Week 12
• Transition from active support to Ops Leader as number one support contact for
Franchisee

Daily Financial Cash control report
7

Restaurant level – MERIT Scorecard

Daily Business Summary with OMR
9

 Merit uses the following information to calculate your
Forecasted and Earned Hours .
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Actual Sales
Planned Sales
Forecasted sales and transactions
Labor plan %
The number of salaried managers : Planned and Actual
The number of hours each salaried manager is required to work per week
Flow Thru Rate
Last Week’s Average Hourly Rate
The Restaurant’s Operating Hours
The Concept mix
11

Actual Sales : Sales that have been tendered on the POS
Planned Sales : The sales plan that is located in the restaurant plan editor by concept.
Forecasted Sales : An estimate of the restaurant’s sales for the coming week.
Labor Plan %: A fixed labor percentage that is in the restaurant plan editor.
Salaried Manager Plan : The number of salaried managers in the restaurant plan editor.
Salaried Manager Count : The number of salaried managers entered in Merit as employees.
Salaried Manager Min Hours : Minimum number of hours each salaried manager is required to work each week.
Actual Average Hourly Rate : This is the total Hourly Labor Dollars/Total Hourly Labor Hours
Operating Hours: All hours of operation + 2 hours prior to open and + 1 hour after close.
Flow Thru Rate: The percentage of dollars above plan added to labor.
KFC, PH - 10% TB, LJS, A&W- 16%
This calculation is what keeps the manager on task as actual sales are coming in. If they are above or below the RGM forecast, earned hours calculates the Flow Thru rate. Basically what that means is for every dollar above or below forecast being rang in on the POS, Merit calculates additional labor or less labor at the above flow thru rates.
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Schedule Forecasting Screen
13

Schedule Building Main Screen
14

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Inventory Reconciliation Report
17

Product Projection Report
18

Product Comparison Report
19

What is Shift Accountability
Shift Accountability means that every Manager on
Duty is responsible for their shift !!!
• This is achieved by counting inventory at the start and end of every shift and by settling, auditing, and coaching CSTMs who need it.
• Here are some key reasons that Shift Accountability is important to running great restaurants:
• Reduces losses and increases sales
• Drives better cash controls
• Increases labor hours
• Helps identify root causes of problems
• Helps develop your team
• Helps create a more positive and accountable environment
21

Shift Accountability Metric Thresholds
Shift Accountability (within MERIT)
 MOD KPI:
 Manager Deletes > 0.5% of Gross Sales
 Open Coupons > 0.4% of Gross Sales
 Giveaways > 0.5% of Gross Sales
 Drive Thru Gap > 5 transactions negative
 CSTM KPI:
 Debit voids >$20 or >8% of Gross Sales
 Voids >0.75% of Gross Sales
 Modified >$10 Per Work shift

Shift Accountability Reports
Employees expect…..What you inspect !!!!
23

Manager Financial Report
24

XBR

What is XBR ?
XBR is Exception Based Reporting
It is a business intelligent system that utilizes the computer system to scan thru POS transactions to
Identify team members & managers with questionable cash handling events and other suspect activities. and other suspect activities.

Home Page view with Alerts within XBR

Query List view within XBR – AC Library

Query List view within XBR – Franchisee Library

The employee in this video whose Low Dollar Transaction % is twice of the restaurant average

Large Orders passing the DT window but only drinks or side items were rung up
Definitely more than a drink
More than just
Mashed Potato
More than just beans

Suspect Modified Transaction

TCB Contact Info
• Robert Brown
678-410-2669
Robert.Brown@yum.com