University of New Haven Tagliatela College of Engineering Self-Ordering System Implementation Casual Dining Establishments PROJECT MANAGEMENT Instructor Contact Information (EGRM 6630) FALL 2023 Charanjeet Jassel TEAM MEMBERS: ROCHELLE PUBUDU HEMANCHANDRA CYRIL CHIKWADO EZE OGHENERUNOR ANGEL EDEREWHEVBE Table of Contents LIST OF FIGURES ...................................................................................................................................... 3 LIST OF TABLES ........................................................................................................................................ 4 1. INTRODUCTION ................................................................................................................................ 5 1.1 PROJECT OVERVIEW: .................................................................................................................... 5 1.2 PURPOSE OF PROJECT ................................................................................................................... 5 1.3 BRIEF DESCRIPTION OF PROJECT .............................................................................................. 5 2. PROJECT SCOPE DEFINITION ......................................................................................................... 5 2.1 PROJECT SCOPE STATEMENT: .................................................................................................... 5 3. PROJECT GOALS ............................................................................................................................... 6 4. PROJECT MANAGEMENT LIFE CYCLE ........................................................................................ 6 4.1 PHASES OF PROJECT MANAGEMENT LIFECYCLE ................................................................. 6 4.1 PROJECT INITIATION PHASE ................................................................................................. 7 4.2 PLANNING PHASE .................................................................................................................... 7 4.2.1 TRIPLE CONSTRAINTS................................................................................................................ 8 4.2.2 PROJECT TIMELINES................................................................................................................... 9 4.2.3 PROJECT STAKEHOLDERS ...................................................................................................... 10 4.3 WORK BREAKDOWN STRUCTURE ........................................................................................... 11 4.4 SUMMARY OF ACVTITIES .......................................................................................................... 12 4.5 PROJECT NETWORK DIAGRAM ................................................................................................. 13 4.6 BUDGET SORTED BY WBS.......................................................................................................... 14 5.0 Risk Management Plan ........................................................................................................................ 15 5.1 Risks Types ....................................................................................................................................... 16 6.0 PROJECT EXECUTION ...................................................................................................................... 19 7.0 PROJECT CLOSURE .......................................................................................................................... 20 8.0 CONCLUSION ..................................................................................................................................... 21 9.0 REFERENCES ..................................................................................................................................... 22 LIST OF FIGURES Figure 1……………………………………………………………… 7 Figure 2……………………………………………………………… 8 Figure 3……………………………………………………………… 11 Figure 4……………………………………………………………… 13 LIST OF TABLES Table 1……………………………………………………………… 9 Table 2……………………………………………………………… 10 Table 3……………………………………………………………… 12 Table 4……………………………………………………………… 16 Table 5………………………………………………………………. 16 Table 6………………………………………………………………. 17 Table 7………………………………………………………………. 17 Table 8………………………………………………………………. 18 Table 9………………………………………………………………. 18 1. INTRODUCTION 1.1 PROJECT OVERVIEW: The project aims to implement a self-ordering system at XYZ High-Rise Restaurant to enhance customer experience, streamline order processing, and improve operational efficiency. Tablet ordering systems are commonly used in casual dining, and fast-casual. They offer efficiency and convenience for both customers and staff. Additionally, tablet ordering can be found in fast-food chains, sushi restaurants, and other eateries where streamlined service is valued. 1.2 PURPOSE OF PROJECT The purpose of this project is to introduce and implement a self-ordering system with 20 tablets for casual dining establishments. The primary goal is to revolutionize the dining experience by leveraging technology to allow customers to independently browse menus, customize orders, and make payments, thereby enhancing operational efficiency and customer satisfaction in the casual dining environment. 1.3 BRIEF DESCRIPTION OF PROJECT The project involved the design and implementation of a self-ordering system for casual dining establishments, integrating 20 tablets, 1 at each table. The system aimed to streamline the ordering process, empower customers to customize their selections, and improve overall dining efficiency. Key components included hardware and software selection, menu digitization, user interface design, and staff training. The project successfully launched, contributing to enhanced customer experiences and operational effectiveness in the casual dining setting. 2. PROJECT SCOPE DEFINITION 2.1 PROJECT SCOPE STATEMENT: The project involves the implementation of a self-ordering system with 20 tablets at XYZ High-Rise Restaurant. The self-ordering system will cover order placement, payment processing, and feedback collection. The project aims to reduce order processing times, enhance customer satisfaction, and increase overall operational efficiency. The system will integrate with the restaurant's existing point-of-sale (POS) system and kitchen operations. 3. PROJECT GOALS Our goals for this project follow the SMART goal rule because they provide a clear roadmap for success, ensuring that objectives are Specific, Measurable, Achievable, Relevant, and TimeBound. This structured approach enhances clarity, accountability, and motivation, fostering a strategic and results-driven mindset that significantly increases the likelihood of goal attainment. Goal 1: Achieve a 30% reduction in average order processing times within the first two months of implementing the self-ordering system. Goal 2: Attain a customer satisfaction rating of 4.5 out of 5 or higher, based on post-implementation surveys conducted three months after the system launch. Goal 3: Implement staff training on the self-ordering system, ensuring that 100% of front-of-house staff are proficient in assisting customers with tablet use within one month of system activation. Goal 4: Process at least 80% of all transactions through the self-ordering system within the first three months of implementation. Goal 5: Reduce instances of order errors by 25% within the first four weeks of the self-ordering system implementation. 4. PROJECT MANAGEMENT LIFE CYCLE 4.1 PHASES OF PROJECT MANAGEMENT LIFECYCLE A project management life cycle, as defined by the PMBOK Guide (Project Management Body of Knowledge) by the Project Management Institute (PMI), consists of 5 distinct phases (please refer to fig. 1) that work together to transform a project idea into a usable result. They do. 1. 2. 3. 4. 5. Project Initiation Project Planning Project Execution Project Monitoring and Controlling Project Closing Fig 1: Project Management life cycle phases 4.1 PROJECT INITIATION PHASE The initiation phase marks the inception of the self-ordering system project at XYZ High-Rise Restaurant. During this crucial stage, the project team, led by Project Manager, collaborates with key stakeholders to define the project's purpose, objectives, and scope. The development of the project charter establishes a clear roadmap, articulating the goals and expectations of the implementation. Simultaneously, stakeholder analysis identifies and engages with those who will be vital to the project's success. The initiation phase concludes with the approval of the project charter and stakeholder analysis, laying a solid foundation for the subsequent planning phase. 4.2 PLANNING PHASE The planning phase signifies a meticulous and strategic approach to the implementation of the self-ordering system at XYZ High-Rise Restaurant. Led by Project Manager, the project team engages in comprehensive planning activities. The technology selection report, UX design, integration plan, hardware and software requirements document, security and data privacy plan, and training and change management strategy are meticulously developed to ensure a smooth and successful implementation. This phase culminates in the approval of the planning documents, paving the way for the execution of the project. The Planning Phase is characterized by a commitment to precision and a clear roadmap to guide the team through subsequent stages. 4.2.1 TRIPLE CONSTRAINTS In project management, the triple constraint, also known as the project management triangle, consists of three interdependent factors: time, cost, and scope. These constraints play a crucial role in shaping and managing a project. Let's apply the triple constraint to the Self-Ordering System project for a restaurant: Fig 2. Triple constraints SOURCE: https://i.pinimg.com/originals/e4/ca/c0/e4cac06af16ceb1cce9676361892dfab.jpg 1. Time: Time constraint refers to the schedule or timeline within which the project must be completed. In the context of the Self-Ordering System, it involves the time required for acquiring and setting up the tablets, integrating the menu, developing the order processing system, implementing user training, and ensuring a smooth transition without disrupting regular restaurant operations. Meeting deadlines is crucial to ensure the system is deployed in a timely manner to start reaping its benefits. 2. Cost: Cost constraint pertains to the financial resources allocated to the project. In this system implementation, costs include expenses for acquiring tablets, developing software, staff training, maintenance, and ongoing support. Adhering to the budget is essential to ensure the project's financial viability and prevent overspending. 3. Scope: Scope constraint defines the features, functionalities, and deliverables of the project. For the Self-Ordering System, the scope encompasses tablet deployment, menu integration, order processing, payment integration, user training, feedback mechanisms, maintenance, and compliance considerations. It's important to manage scope carefully to meet customer needs while avoiding unnecessary complexity that could extend the timeline or increase costs. These three constraints are interconnected, and changes to one may impact the others. For instance, increasing the scope might extend the timeline or raise costs. Effective project management involves finding the right balance among time, cost, and scope to deliver a successful Self-Ordering System that meets both customer expectations and business objectives. 4.2.2 PROJECT TIMELINES The table below shows the project timeline for the self-ordering service project in a high rise restaurant, the project has a duration of 6 months. Table.1 Project Timeline Start Date End Date Initiation Planning Execution Monitoring and Control Closing 11th November 2021 10th May 2022 11th November – 25th November (2 weeks) 26th November – 26th January (2 months) 27th January – 8th April (2months and 2 weeks) Occurs during the whole Execution 9th April – 10th May (1 month) Task Durations (in weeks): Initiation: 1 week Planning: Technology Selection Report: 2 weeks UX Design: 3 weeks Integration Plan: 2 weeks Requirements Document: 2 weeks Security Plan: 1 week Training Strategy: 2 weeks Executing: Implementation Schedule: 1 week Tablet Installation: 2 weeks System Configuration: 2 weeks Staff Training Materials: 1 week Monitoring/Controlling: Testing and Piloting: 3 weeks Communication Plan: 1 week Performance Monitoring: 2 weeks Continuous Improvement: 2 weeks Closing: Project Closure Report: 1 week Handover Documentation: 2 weeks Customer Satisfaction Survey: 1 week Final Project Documentation: 2 weeks 4.2.3 PROJECT STAKEHOLDERS This self-ordering service project is highly dependent on the stakeholders. The stakeholders include both people within and outside the organization that need to be satisfied for the project success. In order to meet each stakeholder requirement, we have broken down their roles, involvement, influence and impact on this this project in the table below. Table 2. Project Stakeholders register Stakeholder Project Sponsor Role Sponsor Project Manager Restaurant Staff Manager End Users Customers End Users IT Department Technical Support Financial Support Training and Support Finance Department Training Manager Involvement Financial and Strategic Decision-Maker Project Oversight Daily System Interaction and Training System Utilization and Feedback System Implementation Influence High Impact High High Medium High Low High High High High Budget Allocation Train Restaurant Staffs Medium Medium Medium High 4.3 WORK BREAKDOWN STRUCTURE The table below shows how our project deliverables are visually arranged into various levels according to dependencies using the work breakdown structure (WBS). Basically, it's a visual representation of a selfservice project plan, with our project goal at the top and dependents and sub-dependencies underneath. Self-Ordering Tablet Installation System Implementation Tablet Deployment Technology Selection Report Tablet Acquisition Mounting of Tablets UX Design Tablet Configurati on Process Developme nt Payment Integration & Security User Training Feedback Mechanism Menu Analysis Software Coding Payment Gateway Integration Feedback mechanism development Items Descript. & Pricing Testing & Debugging Tutorial Content Creation Staff Training Sessions Menu Integration Image Integration Order status Updates Fig 3. Work Breakdown Structure POS Integration Security & Compliance assessment Data Analysis & Reporting Testing Functional Testing User Acceptance Testing Conclusion and Handover Final System Checks Transition Plan Execution 4.4 SUMMARY OF ACVTITIES This distribution ensures that the activities are completed within the 6-month timeframe while allowing for some flexibility and potential overlapping of certain tasks. It's crucial to monitor progress throughout the project and adjust as needed. Table 3. Summary of Activities TASK A B C D E F G H I J K L M N O DESCRIPTION Project charter Stakeholder analysis Technology Selection Report UX Design Tablet Deployment Menu Integration Order Processing System Development Payment Integration Customization Options User Training Feedback Mechanism Compliance and Regulations Testing Transition Plan Execution Training and Support Documentation PREDECESSOR A A C,B D D D Duration(Days) 10 5 10 15 10 16 20 D D E,F,G,H,I,L J D K,L M M 15 10 15 15 16 10 10 8 4.5 PROJECT NETWORK DIAGRAM Our project's workflow is shown visually in the project network diagram below. It displays the duration and dependencies of the project's operations along with their sequence and relationships. We have also calculated our slack time and critical path below. Fig 4. Network Diagram for Self-Ordering Tablet Installation SLACK= LS-ES CRITICAL PATH: A-D-G-J-K-M-N-O Any delay in the following activities along the critical path will cause a delay on the entire delivery of project. 4.6 BUDGET SORTED BY WBS Below is our budget breakdown for the activities which we sorted by WBS these are rough estimates, and actual costs may vary based on factors such as location, vendor prices, and specific requirements. 1. 1. Tablet Deployment: - Tablet Acquisition: $10,000 - Secure Mounting :5000 - Software Configuration: $5,000 - Total: $15,000 2. Menu Integration: - Analysis and Categorization: $4,000 - Data Input and Integration: $8,000 - Total: $12,000 3. Order Processing System Development: - Software Development: $30,000 - Testing and Debugging: $22,500 - Real-time Updates: $5,000 - Total: $57,500 4. Payment Integration & Security - Secure Payment Gateway: $15,000 - POS Integration: $5,000 - Security Testing: $5,000 - Total: $25,000 5. Customization Options: - Interface Development: $20,000 - Feature Integration: $10,000 - Total: $30,000 6. User Training: - Tutorials Creation: $7,000 - Staff Training: $10,000 - Total: $17,000 7. Feedback Mechanism: - Mechanism Development: $10,000 - Data Collection and Reporting: $5,000 - Total: $15,000 8. Testing: - Functional Testing: $22,500 - User Acceptance Testing: $15,000 - Total: $37,500 9. Conclusion and Handover: - Final System Checks: $5,000 - Transition Plan Implementation: $10,000 - Total: $15,000 Grand Total (Estimated Budget): $229,000 Contingency budget @15%: $34,350 5.0 Risk Management Plan In the pursuit of implementing the self-ordering system at XYZ High-Rise Restaurant, effective risk management serves as the compass guiding the project team through a landscape of uncertainties. This comprehensive risk management approach encompasses three critical dimensions: budgetary considerations, training challenges, and technological intricacies. By anticipating and addressing potential pitfalls associated with vendor agreements, staff training, and system integration, the project aims to fortify its foundations and maximize opportunities for success. The risk management plan outlines meticulous mitigation strategies, from formulating vendor contracts to implementing robust cybersecurity measures. Each scenario, whether it involves budget constraints, training setbacks, or technological hurdles, is met with a tailored response aimed at minimizing impact and maintaining project momentum. Emphasis is placed on continuous monitoring and adaptation, recognizing that the dynamic nature of risks demands an agile and responsive approach. Through this proactive risk management framework, the project team aspires to ensure not only the timely and within-budget completion of the self-ordering system but also the creation of a robust, secure, and user-friendly solution that aligns seamlessly with the restaurant's operational and strategic objectives. The commitment to identifying, analyzing, and mitigating risks underscores the project's dedication to delivering a transformative and resilient solution, ultimately enhancing the overall dining experience for both staff and customers at XYZ HighRise Restaurant. 5.1 Risks Types 1. Going over the project budget 2. Falling behind the training schedule 3. Technological Challenges Table 4: Probability chart Probability Qualitative Quantitative (if measurable) Low Very low chance of risk occurring. Less than <10% chance of risk occurring. Medium Medium chance of risk occurring. 10%-49% chance of risk occurring. High chance of risk occurring. 50%-100% chance of risk occurring. High Table 5. Impact chart Types of Impact Financial Low Medium High Low financial impact, Medium financial impact, High financial impact, costing the company $0-$75,000 costing the company $76,000-$150,000 costing the company $151,000 or more Low impact to project Medium impact to project operations, operations, causing High impact to project Operational operations, delays of a few days to with potential to delay a few weeks project by a month or with potential to cause People Low impact to employee attrition, with 5%+ of employees quitting more project failure Medium impact to employee attrition, with 25%+ of employees quitting High impact to employee attrition, with 50%+ employees quitting Table 6: Probability and Impact Matrix Inherent Risk Impact High Low Medium High Medium High High Low Medium High Low Low Medium Probability Medium Low Table 7: RISK TYPE ONE, Going over the project budget Scenario A product vendor loses a product shipment. Prob. Impact L H Risk to project Medium Mitigation Plan Formulate a contract that takes into account the possible loss and accounts for it at vendor’s expense or reduced cost. A product vendor charges a higher rate than expected. Scope creep, that could impact cost over $100,000 M M M H Medium Do research on the cost and compare to other vendors to justify the cost. If the vendor won’t negotiate after the comparison choose another vendor. High Clearly define project requirements from the outset, and have a change control process to evaluate and approve any modifications. Table 8: RISK TYPE TWO, Falling behind the training schedule Scenario Prob. Staff resistance to change and more than 50% of employees quit after a difficult training process, leaving the company shortstaffed. Impact M Training Manager gets sick and misses a week of training Cannot hire enough employees in time to train them before launch. Risk to project M L M M H Mitigation Plan Medium Offer supports and coaching throughout the training and obtain feedback on why employees feel they aren’t able to accept the new system or complete the training Low Plan for a possible replacement and see if an adequate training exist online that could be used in the trainer’s absence. High Start recruiting ahead of schedule and possibly use a recruitment agency. Table 9: Risk Type Three, Technological Challenges Scenario Glitch during system integration. Prob. M Impact M Risk to project M Mitigation Plan Perform thorough testing during the integration phase to identify and address potential glitches. Establish a rollback plan to revert to the previous state in case of critical issues. Engage with experienced technical support for rapid issue resolution. Security breaches affecting customer data. Unforeseen compatibility issues between the selfordering system and existing POS and kitchen systems. M M H M H M Implement robust cybersecurity measures, including encryption and secure protocols. Conduct regular security audits and penetration testing. Develop and communicate a clear data breach response plan. Conduct a comprehensive compatibility assessment before the integration phase. Collaborate closely with system vendors to address any identified compatibility issues promptly. Develop a contingency plan for quick resolutions and system adjustments. 6.0 PROJECT EXECUTION Execution Overview: The project execution phase marks the practical implementation of the self-ordering system in the high-rise restaurant. This phase involves coordinated efforts from various stakeholders to ensure a smooth transition from planning to actual system deployment. Key Activities: 1. Vendor Coordination: Collaborate closely with the chosen product vendor to oversee the delivery and installation of the self-ordering tablets. 2. Training Program Implementation: Execute the training program designed by the Training Manager to equip restaurant staff with the necessary skills to use the new system effectively. 3. System Integration: Engage in meticulous testing and integration of the self-ordering system with existing POS and kitchen systems, addressing any glitches promptly. 4. User Feedback Collection: Establish a feedback mechanism to gather insights from endusers during the initial implementation, allowing for real-time adjustments and improvements. Monitoring and Control: Continuous monitoring and control mechanisms are in place to track progress, address emerging issues, and ensure that the project stays on course. Key Elements: 1. Regular Progress Meetings: Conduct regular meetings with the project team and stakeholders to review progress, discuss challenges, and make any necessary adjustments. 2. Quality Assurance: Implement quality control measures to verify that the self-ordering system meets the predefined standards and fulfills user requirements. 3. Risk Management: Proactively identify and address potential risks, ensuring that risk mitigation strategies are effectively deployed. 7.0 PROJECT CLOSURE Closing Activities: The project closure phase involves formalizing the completion of the self-ordering system implementation and preparing for handover to operational teams. Key Tasks: 1. Final System Testing: Conduct a comprehensive final test to ensure that all components of the self-ordering system function as intended. 2. Documentation Completion: Finalize all project documentation, including user manuals, training materials, and technical documentation. 3. Transition Planning: Develop a detailed plan for transitioning from the project team to operational teams, ensuring a seamless handover of responsibilities. 4. User Acceptance: Confirm user acceptance of the self-ordering system through feedback and assessment. Post-Implementation Review (PIR): The Post-Implementation Review is a critical step to assess the overall success of the project, identify lessons learned, and gather insights for future improvements. Key Elements: 1. Performance Evaluation: Assess the performance of the self-ordering system against predefined goals and objectives. 2. Stakeholder Feedback: Collect feedback from all stakeholders, including restaurant staff and customers, to understand their experiences and satisfaction levels. 3. Documentation of Lessons Learned: Document lessons learned during the implementation to inform future projects and improvements. Project Closure Checklist: 1. Financial Closure: Verified that all financial aspects, including budget adherence, vendor payments, and invoicing, are resolved. 2. Documentation: Ensured all project documentation, including manuals, reports, and training materials, is organized and accessible. 3. Stakeholder Communication: Communicated project closure to relevant stakeholders, expressing gratitude and addressing any remaining concerns. 4. Lessons Learned: Conducted a lesson learned session to gather insights for future projects and improvements. 5. Handover: Completed a formal handover of responsibilities to relevant operational teams, ensuring a smooth transition to routine maintenance and support. 8.0 CONCLUSION The successful implementation of the self-ordering system in the high-rise restaurant represents a significant achievement in elevating operational efficiency and enhancing the overall dining experience. From meticulous planning and proactive risk management to seamless execution and stakeholder collaboration, this project exemplifies a commitment to innovation and customer satisfaction. The integration of the self-ordering system not only meets predefined goals but also sets the stage for ongoing improvements, reflecting a forward-thinking approach to technology adoption. 9.0 REFERENCES