📌 Context & Assumptions

BK DE is in the process of enabling loyalty on 02 Apr 2024.
- More details on the loyalty deployment here: 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.

From an RBI standpoint, SIDES is treated as a POS integration. This is important because we only support one POS integration per restaurant.

Note that SIDES has attempted to integrate with Toshiba, but BK DE shared the integration is not reliable.

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

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:
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

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

Contact Oracle to activate the Transaction Services API Generation 2;
Create Store ID for both Staging and Production environment;
1. 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

Configuration on Partner API

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:

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).
Enable Click & Collect for Oracle POS.
Enable rest of service modes for Oracle POS.
1. Dine In
2. Drive Thru
3. Table Service

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 - Loyalty Program

Due to Loyalty Program launch on 02 Apr 2024, our approach will be implemented Oracle on Loyalty some weeks after Loyalty Program launch in order to avoid increase the complexity/risks prior the launch.

	Milestone	Outcome	Work Required	How to test	Owner	Effort (weeks)	Status
1	Store created in staging and configured for Partner API.	Sanity - create a new store in Staging. Set Vendor as `Partner`. Configure rest of required fields – lat/long, opening hours, etc.	Store is available in Sanity. Store can be seen in the staging store locator. Orders can’t be placed.		Fagundes, Silvia	1 week	IN PROGRESS
2	PLU fields for Oracle are available in Sanity	A new POS vendor config is created in Sanity to store Toshiba PLUs. Partner fields are available for Oracle PLUs.	Sanity - create field `Toshiba-Loyalty` to support current setup. ILO-1345 - Getting issue details... STATUS Sanity - create script to migrate existing PLUs under `Partner` field to new `Toshiba-Loyalty` field (items, combos, modifiers, etc).	`Toshiba-Loyalty` field is available and PLUs are migrated from `Partner` field. `Partner` field is empty.	Lopes da Costa, Valentina Yildirim, Semih	TBD	NOT STARTED
3
4	Enable Loyalty on POS	Loyalty available on Oracle POS	Oracle to install loyalty package on POS	Loyalty package is available in BK DE’s Oracle POS lab.	Fagundes, Silvia + Oracle	TBD	NOT STARTED
5	Vendors need to change supportingPos	Vendors confirmed they has been changed on their side to read “supportingPos” : “Partner” for Oracle POS	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”		Fagundes, Silvia Lopes da Costa, Valentina		DONE
6	Content Management Readiness	All content needs to be set in Sanity for Oracle	Input PLUs for rewards in Partner field.	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.	Fagundes, Silvia @Lionel David&Martin	TBD	NOT STARTED
7	Test E2E Integration - Loyalty flow	BKD App, In store and Kiosks (Tillster, Acrelec and Smoothr) are able to show the Rewards and allow users to place orders.	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.	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	Fagundes, Silvia + Engineering + BK DE + Oracle + Khumbu	TBD	NOT STARTED
8	Rollout to Production	Order injection on Oracle is ready in Production, all products, offers and rewards are working as expected via Mobile Ordering.	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	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	Fagundes, Silvia Lopes da Costa, Valentina Yildirim, Semih Magdalena Dlugolecka Oracle Khumbu BK DE Team	1 week	NOT STARTED

#2 Enable Click & Collect for Oracle POS

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

Click & Collect

	Milestone	Outcome	Work Required	How to test	Owner	Status
1	Mapping Click & Collect service mode on Oracle Simphony	Service Mode available on BKD App	Enable Click & Collect on Simphony orderTypeRef		Fagundes, Silvia Engineer Support	NOT STARTED
2	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	NOT STARTED
3	Click & Collect Report	Ensure Click & Collect 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	TBD	NOT STARTED
4	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	NOT STARTED
5	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 `Partner` field.	Fagundes, Silvia @Lionel David&Martin	NOT STARTED
6	Test E2E Integration (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	Fagundes, Silvia Yildirim, Semih Magdalena Dlugolecka Oracle Khumbu BK DE Team	NOT STARTED
7	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	Fagundes, Silvia	NOT STARTED

#3 Enable Delivery for Oracle POS

We need to decide the approach for Fulfillment provider.

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

We need to decide the approach for Dine In, Drive Thru and Table Service service modes

Status Keys

Status Keys

We use the following status keys across to report progress:

NOT STARTED work on this item has not started yet
IN PROGRESS work on this item has started and is progressing to plan
WAITING development done, awaiting deployment or completion of a dependency
AT RISK work on this item has started and is at risk of delaying
DELAYED work on this item is delayed, however it is not causing a major impact
DELAYED work on this item is delayed and it is causing an impact on project due dates or other dependencies
BLOCKED cannot move on this item until a dependency is resolved
COMPLETED item has been completed

🗣️ Stakeholders

	Name	Role	Company	Email
1	Stefan Rittelmeyer	Project Manager	Oracle Local Vendor	stefan.rittelmeyer@onlinecorner.eu
2	Ela Bhatnagar	Middleware Integrator	Khumbu	ela.bhatnagar@khumbusystems.com
3	Philipp Hühler	AFL	RBI	phuhler@rbi.com
4	Daniela Corrales	Guest Experience	RBI	dteixeiracorrales@rbi.com
5	Julia	Head of Digital	BK DE	julia.barsch@burgerking.de
6	Melina Rönpagel	Digital Manager	BK DE	melina.roenpagel@burgerking.de
7	Mariann Reitz	CRM/Loyalty Manager	BK DE	mariann.reitz@burgerking.de
8	Lionel	Content Management	David & Martin Agency (BK DE)	lionel.knobloch@davidundmartin.com
9	Anton Benet	Digital Operations	RBI	abenet@rbi.com
10	Silvia Fagundes	CSM Team	RBI	sfagundes@rbi.com
11	Magdalena	Fulfilment Team - Product Manager	RBI	mdlugolecka2@rbi.com
12	Marco	Engineer Manager (Partner API)	RBI	mfernandezpranno@rbi.com
13	Semih	Menu & Restaurant Team - Product Manager	RBI	syildirim@rbi.com
14	Valentina	Loyalty & Offers - Product Manager	RBI	vlopesdacosta@rbi.com

🤹‍♂️ Risks Management

Risk rating guide

LOW

MEDIUM

HIGH

EXTREME

Acceptable
Ok to proceed

As low as reasonably practicable
Take mitigation efforts

Generally unacceptable
Take mitigation efforts

Intolerable
Seek support

LIKELIHOOD	SEVERITY
LIKELIHOOD	ACCEPTABLE Little to no effect on event	TOLERABLE Effects are felt, but not critical to outcome	UNDESIRABLE Serious impact to the course of action and outcome	INTOLERABLE Could result in disaster
IMPROBABLE Risk is unlikely to occur
POSSIBLE Risk will likely occur
PROBABLE Risk will occur

Risk Management
Risk	Rating	Description	Mitigation Action	Owner
Enable Delivery with SIDES	HIGH	Today SIDES is treated as a POS integration	Change way that we treat SIDES to act as fulfilment partner; Khumbu might be develop an integration with SIDES Likely to move to Deliverect in the future - to discuss with BK DE	Fagundes, Silvia

BK DE - Oracle POS Integration