| Note |
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This page and all pages under it were used to manage the BK DE Oracle Integration project before September 2024. During September we re-organised the project and started managing progress here: BK DE - Oracle Rollout Program |
Contents
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📌 Context & Assumptions
BK DE is in the process of enabling loyalty on . ✅
More details on the loyalty deployment here: [Archived] BK DE - Loyalty Enablement
In terms of mobile ordering in the tech platform:
Delivery is available for a subset of stores (~150 BK DE Master Franchisee stores).
Click & collect, Dine In, Drive Thru and Table Service are not available.
To enable delivery, RBI built an integration into “SIDES” (previously known as “Simply Delivery”).
When a guest places a delivery order:
RBI sends the delivery order to a SIDES tablet.
SIDES tablet is next to a delivery dedicated POS, located in the restaurant’s kitchen.
Team member manually keys in the order into the POS.
More details on SIDES integration flow here: /wiki/spaces/CA/pages/3402695725.
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Delivery fulfillment is done by own drivers. SIDES also takes care of driver management.
Team member will assign the order to an own driver. Drivers have a SIDES app which provides delivery instructions.
Note that SIDES has built an integration into UberDirect, which will allow 1P delivery orders to be delivered with UberEats drivers. BK DE is currently testing this integration.
📌 Goal
All BK DE restaurants currently use Toshiba as the POS and BK DE will replace Toshiba POS with Oracle POS.
As part of that replacement, we need to ensure that stores with Oracle POS support Mobile Ordering and Loyalty.
The following service modes, POS Integration will be implemented:
Delivery
Click & Collect
Dine In
Drive Thru
Table Service
⚙️ Tech Requirements
Architecture
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Oracle POS already has an integration with RBI via the Khumbu middleware using our PartnerAPI.
In Sanity → Vendor Config need to be updated to support the integration:
Create new field
Toshiba-Loyaltyto support current setup (input offers and rewards) which it’s using as part of the Loyalty Integration with Toshiba, Acrelec and Tillster.Script to migrate PLUs from the current
Partnerfield toToshiba-Loyaltyincluding the whole Menu structure (items, combos, modifiers)
Use
Partnerfield to store the Pick Up and Delivery PLUs for Oracle POS.
Integration Oracle Simphony POS
Defined to use the Transaction Services API Generation 2 for:
Order Injection
Price and Product Availability
Heartbeat
Details on Oracle and Khumbu integration Oracle ordering /wiki/spaces/MS/pages/4055763454
Contact Oracle to activate the Transaction Services API Generation 2;
Create Store ID for both Staging and Production environment;
Create new store on Sanity and set POS as Vendor
Partner
Mapping of RBI service modes to Oracle Simphony’s (orderTypeRef)
Loyalty package need to be installed by Oracle following the guideline Oracle loyalty /wiki/spaces/MS/pages/4057661622
Configuration on Partner API
Process to create store (Staging, QA and Prod) on Partner API:
Content Management
In Sanity, on Vendor Configs, all PLUs need to be set on Partner field.
📋 Project Plan
The project plan below outlines the following project deliverables:
Enable Oracle POS on BK DE’s current setup (Delivery & DE - Loyalty Program):
Service Mode: Delivery which is available for a subset of stores (~150 BK DE Master Franchisee stores).
Loyalty Program: in the process of enabling loyalty on .
Enable Click & Collect for Oracle POS.
Enable rest of service modes for Oracle POS.
Dine In
Drive Thru
Table Service
| Info |
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This incremental approach reduces dependencies and allows for a faster time to pilot, while also minimizing risk. |
Project Deliverables
#1 Implement Oracle POS on BK DE current setup: Delivery and Loyalty Program
Order Injection
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Milestone
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Outcome
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Work Required
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How to test
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Owner
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Effort (weeks)
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Status
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Create lab in RBI’s staging environment
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Store created in staging and configured for Partner API.
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Sanity - create a new store in Staging.
Set Vendor as
Partner.Configure rest of required fields – lat/long, opening hours, etc.
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Store is available in Sanity.
Store can be seen in the staging store locator. Orders can’t be placed.
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1 week
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PLU fields for Oracle are available in Sanity
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A new POS vendor config is created in Sanity to store Toshiba PLUs.
Partner fields are available for Oracle PLUs.
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Sanity - create field
Toshiba-Loyaltyto support current setup.Jira Legacy server System Jira serverId 255417eb-03fa-3e2f-a6ba-05d325fec50d key ILO-1345
Sanity - create script to migrate existing PLUs under
Partnerfield to newToshiba-Loyaltyfield (items, combos, modifiers, etc).
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Toshiba-Loyaltyfield is available and PLUs are migrated fromPartnerfield.Partnerfield is empty.
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Configure Oracle Integration
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Transaction Services Gen 2 API is set up and connected with RBI’s appplication.
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Oracle to enable TS v2 and provide access to API:
Username
OrgCodePassword
Client ID
Authentication URL
Symphony to map RBI service modes.
Khumbu to enable middleware integration.
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Run Postman query to validate integration.
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+ Oracle
+ Khumbu
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3-4 weeks
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| Status | ||
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Onboard Store to Partner API
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The lab store is configured in Partner API, Khumbu and TS v2.
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Set up API Key in DynamoDB.
Mint Partner JWT token- request to create a token.
Create Partner Integration.
Assign the new store to the integration entity.
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New store is available for delivery orders in the store locator.
Ability to place a delivery order from production (if we can mock fulfillment).
Oracle lab receives delivery orders from platform.
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+ Engineering
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1 week
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| Status | ||
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Integrate fulfillment partner for 1P Delivery.
(See Architecture)
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Delivery fulfillment partner is integrated with RBI’s platform.
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Determine fulfillment partner:
Scenario with SIDES:
SIDES builds integration.
Khumbu develops an integration with SIDES [Recommended].
Scenario with Deliverect - future (to discuss with BK DE).
Set up integration with fulfillment partner.
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Delivery orders are received by fulfillment provider.
RBI receives status updates from fulfillment provider.
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+ selected partner
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Financial Delivery Report
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Any required delivery data is flowing from Snowflake to BK DE reports.
Oracle reports can identify RBI delivery orders as a separate line item.
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Identify adjustments on current reports - double check whether the data is sending correctly.
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Generate report and validate the data.
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+ BK DE
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Integration Test:
Integration readiness in Staging
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RBI > Khumbu > Oracle order integration thoroughly tested by BK DE and RBI in Staging.
RBI > Fulfillment partner integration thoroughly tested by BK DE and RBI in Staging.
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Integration is working for:
Order Injection
Heartbeat
Price & Product Availability
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Inject a Delivery order in the POS and confirm the order has been injected
Ensure the store is on-line on the App
Menu updated in the Menu Service with correct prices and product availability
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+ BK DE
+ Engineering
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1 week
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| Status | ||
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Content Management Readiness
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All content is set up in Sanity for Oracle.
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Input PLUs for items, combos, modifiers, offers.
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Test that the configured PLUs, Offers are working in the app and in-store (dependency on loyalty).
Products and offers with PLUs in the
Partnerfield are displayed in the RBI app.
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@Lionel (David&Martin)
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Test E2E Integration in Staging
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RBI App is able to show the menu and allow users to place orders.
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Test every single item, combo, modifier and offers placing an order via BKD App and validated if the order injection process is working.
BKD will provide a spreadsheet to follow the test progress for each item.
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Test Store Availability
Test Price & Product Availability
BKD App display the Menu items, combos, modifiers and prices.
Test Order Injection for Delivery
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+ BK DE
+ Engineering
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2 weeks
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| Status | ||
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Rollout to Production
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Order injection on Oracle is ready in Production, all products, offers are working as expected via Mobile Ordering.
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Oracle configuration
Onboarding new production store on Partner API
Migrate Sanity document POS items, combos, offers from Staging to Production
BK DE Ops to train store personnel & Oracle on how to use the POS
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Test Store Availability
Test Price & Product Availability
BKD App display the Menu items, combos, modifiers and prices.
Test Order Injection for Delivery are working in the app
+ Engineering
+ BK DE
+ Oracle
+ Khumbu
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1 week
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| Status | ||
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Loyalty
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Milestone
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Outcome
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Work Required
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How to test
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Owner
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Effort (weeks)
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Status
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Enable Loyalty on POS
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Loyalty available on Oracle POS
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Oracle to install loyalty package on POS
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Loyalty package is available in BK DE’s Oracle POS lab.
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+ Oracle
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Vendors need to change supportingPos
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Vendors confirmed they has been changed on their side to read “supportingPos” : “Partner” for Oracle POS
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Communicate to Vendors (Toshiba, Tillster) to share the change. Vendors need hit our Loyalty APIs using supportingPos:“toshibaLoyalty” for Toshiba stores and Oracle supportingPos:“partner”
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Non-loyalty stores will need to be working with Oracle as well
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Test edges cases - store stores without Loyalty
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| Status | ||
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| Status | ||
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Content Management Readiness
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All content needs to be set in Sanity for Oracle
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Input PLUs for rewards
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Test that the configured PLUs for rewards are working in the app and in-store. Display the rewards on the BKD app coming from
Partnerfield.
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@Lionel David&Martin
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| Status | ||
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| Status | ||
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Test E2E Integration - Loyalty flow
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BKD App, In store and Kiosks (Tillster, Acrelec and Smoothr) are able to show the Rewards and allow users to place orders.
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Test every single reward and palce an order via BKD App, Kiosk and In Store in order to validated if the order injection process is working.
BKD will provide a spreadsheet to follow the test progress for each reward.
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Test Store Availability
Test Price & Product Availability
BKD App display the rewards
Test every single Reward is being checked out with successfully.
Test Order Injection for Delivery
In-Store Testing (Kiosk and Front Counter)
Kiosk vendors need to hit our Loyalty API to read supportingPos:“partner”
Test scenarios for DE which includes multi-scanning. Customer Journey Scenarios - POS
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+ Engineering
+ BK DE
+ Oracle
+ Khumbu
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| Status | ||
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| Status | ||
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Rollout to Production
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Order injection on Oracle is ready in Production, all products, offers and rewards are working as expected via Mobile Ordering.
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Oracle to install loyalty package on POS in production
Migrate Sanity document POS rewards from Staging to Production
BK DE Ops to train store personnel & Oracle on Loyalty how to use the POS
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Test Store Availability
Test Price & Product Availability
BKD App display the rewards
Test every single Reward is being checked out with successfully.
Test Order Injection for Delivery
In-Store Testing (Kiosk and Front Counter)
Test scenarios for DE which includes multi-scanning. Customer Journey Scenarios - POS
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Oracle
Khumbu
BK DE Team
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1 week
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| Status | ||
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#2 Enable Click & Collect for Oracle POS
Order Injection/Loyalty
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Milestone
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Outcome
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Work Required
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How to test
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Owner
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Status
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Mapping Click & Collect service mode on Oracle Simphony
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Service Mode available on BKD App
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Enable Click & Collect on
Simphony orderTypeRef
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Engineer Support
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| Status | ||
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Ops readiness
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Ops process is set up
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To define the order number which will be displayed on Kitchen screens
BK DE Ops to train store personnel
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BK DE Team
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| Status | ||
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Click & Collect Report
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Ensure Click & Collect data is flowing from Snowflake to BK DE reports
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Identify adjustments on the report - double check whether the data is sending correctly
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Generate report and validate the data
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| Status | ||
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| Status | ||
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Integration Test:
Integration readiness in Staging
...
The Oracle > Khumbu > RBI integration has been thoroughly tested by the tech team in Staging
...
Integration is working for:
Order Injection
Heartbeat
Price & Product Availability
...
Inject a Click & Collect order in the POS and confirm the order has been injected
Ensure the store is on-line on the App
Menu updated in the Menu Service with correct prices and product availability
...
Fagundes, Silvia Engineer Support
...
| Status | ||
|---|---|---|
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Content Management Readiness
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All content needs to be set in Sanity for Oracle
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Input PLUs for items, combos, modifiers and offers
...
Test that the configured PLUs, Offers, Rewards are working in the app and in-store. Display the products and offers on the BKD app coming from
Partnerfield.
...
@Lionel David&Martin
...
| Status | ||
|---|---|---|
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Test E2E Integration (Staging):
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BKD App, In-store and Kiosks (Tillster, Acrelec and Smoothr) are able to show the Menu and allow users to place Click & Collect orders
...
Test every single item, combo, modifier and offers placing an order via BKD App, Kiosk and In Store and validated if the order injection process is working.
BKD will provide a spreadsheet to follow the test progress for each item.
...
Store Availability
Price & Product Availability
BKD App display the Menu items, combos, modifiers, offers, rewards and prices.
Order Injection for Click & Collect
In-Store Testing (Kiosk and Front Counter)
Test scenarios for DE which includes multi-scanning. Customer Journey Scenarios - POS
...
Oracle
Khumbu
BK DE Team
...
| Status | ||
|---|---|---|
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Rollout for Production
...
Order injection on Oracle is ready in Production, all products, offers and rewards are working as expected via Mobile Ordering - Click & Collect service mode available
...
Migrate Sanity document POS items, combos, offers, rewards from Staging to Production
BK DE Ops to train store personnel & Oracle on how to use the POS
...
Test Store Availability
Test Price & Product Availability
BKD App display the Menu items, combos, modifiers, offers, rewards and prices.
Test Order Injection for Click & Collect are working in the app
...
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| Status | ||
|---|---|---|
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#3 Enable rest of service modes for Oracle POS (Dine In, Drive Thru and Table Service)
Order Injection/Loyalty
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Milestone
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Outcome
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Work Required
...
How to test
...
Owner
...
Status
...
Mapping Dine In, Drive Thru and Table Service service mode on Oracle Simphony
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Service Mode available on BKD App
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Enable Dine In, Drive Thru and Table Service on
Simphony orderTypeRef
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Engineer Support
...
| Status | ||
|---|---|---|
|
...
Ops readiness
...
Ops process is set up
...
To define the order number which will be displayed on Kitchen screens
BK DE Ops to train store personnel
...
BK DE Team
...
| Status | ||
|---|---|---|
|
...
Dine In, Drive Thru and Table Service Report
...
Ensure Dine In, Drive Thru and Table Service data is flowing from Snowflake to BK DE reports
...
Identify adjustments on the report - double check whether the data is sending correctly
...
Generate report and validate the data
...
| Status | ||
|---|---|---|
|
...
| Status | ||
|---|---|---|
|
...
Integration Test:
Integration readiness in Staging
...
The Oracle > Khumbu > RBI integration has been thoroughly tested by the tech team in Staging
...
Integration is working for:
Order Injection
Heartbeat
Price & Product Availability
...
Inject a Dine In, Drive Thru and Table Service order in the POS and confirm the order has been injected
Ensure the store is on-line on the App
Menu updated in the Menu Service with correct prices and product availability
...
Fagundes, Silvia Engineer Support
...
| Status | ||
|---|---|---|
|
...
Content Management Readiness
...
All content needs to be set in Sanity for Oracle
...
Input PLUs for items, combos, modifiers and offers
...
Test that the configured PLUs, Offers, Rewards are working in the app and in-store. Display the products and offers on the BKD app coming from
Partnerfield.
...
@Lionel David&Martin
...
| Status | ||
|---|---|---|
|
...
Test E2E Integration in Staging
...
BKD App, In-store and Kiosks (Tillster, Acrelec and Smoothr) are able to show the Menu and allow users to place Click & Collect orders
...
Test every single item, combo, modifier and offers placing an order via BKD App, Kiosk and In Store and validated if the order injection process is working.
BKD will provide a spreadsheet to follow the test progress for each item.
...
Store Availability
Price & Product Availability
BKD App display the Menu items, combos, modifiers, offers, rewards and prices.
Order Injection for Click & Collect
In-Store Testing (Kiosk and Front Counter)
Test scenarios for DE which includes multi-scanning. Customer Journey Scenarios - POS
...
Oracle
Khumbu
BK DE Team
...
| Status | ||
|---|---|---|
|
...
Rollout for Production
...
Order injection on Oracle is ready in Production, all products, offers are working as expected via Mobile Ordering for Dine In, Drive Thru and Table Service service mode.
...
Oracle configuration
Migrate Sanity document POS items, combos, offers, rewards from Staging to Production
BK DE Ops to train store personnel & Oracle on how to use the POS
...
Test Store Availability
...
Test Price & Product Availability
BKD App display the Menu items, combos, modifiers and prices.
...
For the pilot, focus on enabling loyalty at the front-counter (we will not have kiosk at this stage).
Enable Click & Collect for Oracle POS.
We need to review the approach for Click & Collect service mode.
Enable Delivery for Oracle POS.
We need to decide the approach for Fulfillment provider.
Enable the remaining service modes for Oracle POS.
Dine In
Drive Thru
Table Service
| Info |
|---|
This incremental approach reduces dependencies and allows for a faster time to pilot, while also minimizing risk. |
Project Deliverables
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Status Keys We use the following status keys across to report progress:
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🗣️ Stakeholders
Name | Role | Company | ||
|---|---|---|---|---|
| 1 | Stefan Rittelmeyer | Project Manager | Oracle Local Vendor | |
| 2 | Ela Bhatnagar | Middleware Integrator | Khumbu | |
| 3 | Philipp Hühler | AFL | RBI | |
| 4 | Daniela Corrales | Guest Experience | RBI | |
| 5 | Julia | Head of Digital | BK DE | |
| 6 | Melina Rönpagel | Digital Manager | BK DE | |
| 7 | Mariann Reitz | CRM/Loyalty Manager | BK DE | |
| 8 | Lionel | Content Management | David & Martin Agency (BK DE) | |
| 9 | Anton Benet | Digital Operations | RBI | |
| 10 | Silvia Fagundes | CSM Team | RBI | |
| 11 | Magdalena | Fulfilment Team - Product Manager | RBI | |
| 12 | Marco | Engineer Manager (Partner API) | RBI | |
| 13 | Semih | Menu & Restaurant Team - Product Manager | RBI | |
| 14 | Valentina | Loyalty & Offers - Product Manager | RBI |
🤹♂️ Risks Management
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