Contents

📌 Context & Assumptions

• BK DE is in the process of enabling loyalty on 02 Apr 2024. ✅

  • 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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1. Oracle POS already has an integration with RBI via the Khumbu middleware using our PartnerAPI.

2. In Sanity → Vendor Config need to be updated to support the integration:

   1. Create new field Toshiba-Loyalty to support current setup (input offers and rewards) which it’s using as part of the Loyalty Integration with Toshiba, Acrelec and Tillster.

      1. Script to migrate PLUs from the current Partner field to Toshiba-Loyalty including the whole Menu structure (items, combos, modifiers)

   2. Use Partner field to store the Pick Up and Delivery PLUs for Oracle POS.

Integration Oracle Simphony POS

1. Defined to use the Transaction Services API Generation 2 for:

   1. Order Injection

   2. Price and Product Availability

   3. Heartbeat

Details on Oracle and Khumbu integration Oracle ordering /wiki/spaces/MS/pages/4055763454

2. Contact Oracle to activate the Transaction Services API Generation 2;

3. Create Store ID for both Staging and Production environment;

   1. Create new store on Sanity and set POS as Vendor Partner

4. Mapping of RBI service modes to Oracle Simphony’s (orderTypeRef)

5. Loyalty package need to be installed by Oracle following the guideline Oracle loyalty /wiki/spaces/MS/pages/4057661622

Configuration on Partner API

1. Process to create store (Staging, QA and Prod) on Partner API:

   1. /wiki/spaces/IN/pages/3930325043

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:

1. Enable Oracle POS on BK DE - Loyalty Program

   1. For the pilot, focus on enabling loyalty at the front-counter (we will not have kiosk at this stage).

2. Enable Click & Collect for Oracle POS.

   1. We need to review the approach for Click & Collect service mode.

3. Enable Delivery for Oracle POS.

   1. We need to decide the approach for Fulfillment provider.

4. Enable rest of the remaining service modes for Oracle POS.

   1. Dine In

   2. Drive Thru

   3. Table Service

Project Deliverables

#1 Implement Oracle POS on BK DE - Loyalty Program

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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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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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• Store is available in Sanity.

• Store can be seen in the staging store locator. Orders can’t be placed.

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Fagundes, Silvia

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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-Loyalty to 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 Partner field to new Toshiba-Loyalty field (items, combos, modifiers, etc).

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• Toshiba-Loyalty field is available and PLUs are migrated from Partner field.

• Partner field is empty.

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Lopes da Costa, Valentina

Yildirim, Semih

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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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Fagundes, Silvia

+ 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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Fagundes, Silvia

Lopes da Costa, Valentina

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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 in Partner field.

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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 Partner field.

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Fagundes, Silvia

@Lionel David&Martin

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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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Fagundes, Silvia

+ Engineering

+ BK DE

+ Oracle

+ Khumbu

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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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Fagundes, Silvia

Lopes da Costa, Valentina

Yildirim, Semih

Magdalena Dlugolecka

Oracle

Khumbu

BK DE Team

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1 week

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#2 Enable Click & Collect for Oracle POS

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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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Fagundes, Silvia

Engineer Support

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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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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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Integration Test:

Integration readiness in Staging

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The Oracle > Khumbu > RBI integration has been thoroughly tested by the tech team in Staging

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Integration is working for:

• Order Injection

• Heartbeat

• Price & Product Availability

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• 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

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Fagundes, Silvia Engineer Support

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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

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• 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 Partner field.

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Fagundes, Silvia

@Lionel David&Martin

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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

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• 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.

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• 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

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Fagundes, Silvia

Yildirim, Semih

Magdalena Dlugolecka

Oracle

Khumbu

BK DE Team

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Rollout for 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 - Click & Collect service mode available

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• 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

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• 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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Fagundes, Silvia

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#3 Enable Delivery for Oracle POS

#4 Enable rest of service modes for Oracle POS (Dine In, Drive Thru and Table Service)

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🗣️ Stakeholders

🤹‍♂️ Risks Management

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