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This document summarizes the notes & achievements of the onboarding week with Accenture. On top of that, we can use this document as a reference for future onboarding of Accenture employee |
Resources
Figma: RBI - CRM Services – Figma
Airtable: Getting Started: Directory - Airtable
Sharepoint: Onboarding Materials
Agenda
MONDAY - APRIL 29 | ||||
Time BR | Time ZH | Agenda | Detail | Who |
10 - 10:30 | 3.00 - 3:30 | Kickoff | Teams presentation (both ACN and RBI), transition timeline review; | All ACN + RBI management teams |
10.30 - 11:30 | 3.30 - 4.30 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
12.00 -13.00 | 6.00 - 7.00 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
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TUESDAY - APRIL 30 | ||||
Time |
| Agenda | Detail | Who |
11.30 - 12.30 | 4.30 - 5.30 | Processes Immersion | Processes deep dive - accenture management team assessment/ questions after 1st analysis | ACN management + RBI management teams |
10.00 -11.00 | 3.00 - 4.00 | Brand Immersion - FH | RBI presentation of Figma files/current templates, copy and content blocks; | ACN creative +RBI BK creative teams |
12.30 - 13.30 | 5.30 - 6.30 | Data/Tech Immersion | Data deep dive - accenture data team assessment/ questions after 1st analysis | ACN analytics and operation +RBI data analytics teams |
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| Hold - timing for agenda alignments for last two days | ACN management + RBI management teams | |
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THURSDAY - MAY 2nd | ||||
Time |
| Agenda | Detail | Who |
11 - 1.30 | 5 - 6.30 | Data/Tech Immersion | RBI overview of Braze - current journeys and setups + new guidelines | ACN analytics and operation +RBI data analytics teams |
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FRIDAY - MAY 3rd | ||||
Time |
| Agenda | Detail | Who |
9.30 - 10.30 | 2.30 - 3.30 | Immersion Summary | Accenture presentation to validate general understanding of the program, processes and challenges, as well as preview of new workflows to be developed during the following week. | ACN management + RBI management teams |
8-9.30 | 1-2.30 | Braze | Journeys Set u p | |
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Access has been provided as “viewers to the below email addresses”
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- Braze Access
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Access has been provided as with dedicated Agency permission (no publishing rights, data export etc)
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- Create a channel
- Top 5 issues we are experiencing and they could help us with
- Data Q&A
Events are color coded according to the source (if they are FE or BE).
All the events got to mParticle we use mParticle API to send events to Amplitude
Our app is a web app so we can track the same events we have on web
The RBI Cognito ID we have on AWS can merge FE & BE
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The ideal scenario is to have a fully automated process (from briefing, to campaign deployment):
Briefing has standard field to be filled
Campaign type (always on, ad hoc)
Is it from an existing template or from the library?
Date
Concept
A/B test
The agency provides copy & design proposal
The comments & approval process is consolidated in the tool
Once approved, the template is pushed to Braze
The agency test the template and share it with the client only once the internal QA is finished
During the weekly, we review the performances to spot any insights
Note: this should be a proactive action from the agency side
The lifecycle is deployed in a standardized way across the markets. We should have 1 vision for CRM, and the items to localize should be limited to:
Timing (e.g. churned guest in CH is after 30 days, in DE after 20)
Incentives (e.g. free sandwich in CH, points in DE)
Visuals & Translation
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Currently, once approved, the content is sent by the franchisee to translation in an excel file to their local agency. This is another part of the process we could aim to improve: once the asset is approved, can the agency be automatically notified & provide translation of the content directly in the tool? |
We have a centralized repository for:
our assets (ideally, a library that is filtrable by market or topic and can be accessed by our clients)
our insights (A/B test results)
We have a structured and standardized template for performance reporting, differentiating
Monthly meeting
Quarterly meeting
Q&A
- Ways of working and tools definition?
- Documentation?
Note: we should try to simplify reporting to make a clear connection with sales impact
Resources
Onboarding timeline: 20240206 CRM Transition Timeline.xlsx
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