Client:

Analytix Solutions

Restaurant Management System

A product for Franchisees and Restaurant Owners

Product:

Insight360

Industry:

Restaurant and Franchises

Timeline:

Retainer

Company Size:

500-1,000

Key Services:

UX/UI Audit, UX Strategy, UX & UI Design, Implementation Support
Outcome:
A complete accounting and bookkeeping solution designed for independent restaurants and restaurant franchises.

Client:

Analytix Solutions

Restaurant Management System

A product for Franchisees and Restaurant Owners

Product:

Insight360

Industry:

Restaurant and Franchises

Timeline:

Retainer

Company Size:

500-1,000

Key Services:

UX/UI Audit, UX Strategy, UX & UI Design, Implementation Support
Outcome:

A complete accounting and bookkeeping solution designed for independent restaurants and restaurant franchises.

Client:

Analytix Solutions

Restaurant Management System

A product for Franchisees and Restaurant Owners

Product:

Insight360

Industry:

Restaurant and Franchises

Timeline:

Retainer

Company Size:

500-1,000

Key Services:

UX/UI Audit, UX Strategy, UX & UI Design, Implementation Support
Outcome:

A complete accounting and bookkeeping solution designed for independent restaurants and restaurant franchises.

Raivix has been a great asset to our team. The way they take the time and a detailed approach to understand our goals to the care and attention we get from them, we often feel they are more than consultants but part of our team.
Kylie Hannon
Product Manager | Analytix Solutions

Background

Analytix Solutions is a bookkeeping and accounting services company that offers a full range of services for small to mid-sized companies.

The objective was to combine the original Independent Restaurant and Franchise Restaurant portals  to lower product, engineering support, and development costs and increase user engagement.

In close collaboration with the product team, we created one scalable, intuitive portal that is flexible enough for a restaurant operation of any size – from a mom-and-pop shop to a large enterprise franchise with dozens of locations across the country.

Product Goals

Help users with improved data visualization and analysis

Minimize product complexity while retaining scalability

Identifying Needs

Between analyzing the existing portals, working closely with internal product teams and SME’s, looking at Insight360 competitors, and speaking with current portal users, we identified five key personas and their “mission critical” objectives when using the application.

Insight360 icon
Have a strong forecasting and insight tool to help me in my decisions
Insight360 icon needs2

Easy and quick insights and alerts to draw attention to problem areas 

Insight360 icon needs3

Comparisons to budgets and trend analysis

Insight360 icon needs4
See the big picture of my cash flow and cash management
Insight360 icon needs5

Cross-location analysis with outlier stores

Creating the Structure

Different users require a different perspective on the same data and a different level of detail. This meant we had to be specific about how the features and information will be structured around one another and how it will scale with the growth and evolution of the product.

Workflow

workflow insight360
workflow insight360

Information Architecture

Features that scale

Through user testing and close collaboration with the product team, we created a portal emphasizing features most utilized in day-to-day management. The challenge throughout the design of this product was to allow the flexibility of drilling into specific data without losing the big picture.

The scalability of this portal was another big objective. With the creation of snapshot reports and cross-location reports, users could make informed decisions about their business.

Features that scale insight360
features that scale insight360

Holistic Approach

Our holistic approach led us to discover that a calendar view created better structure and gave more context than the original dashboard. The new calendar dashboard is scannable and allows for the flexibility to drill into the aspects of financial data in order to identify prospective financial and operational issues and positively impact decision making.

Next Steps

The product is growing and evolving with its users. We are currently streamlining portal onboarding to increase client retention and improve operational bottlenecks.
 

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