Systems / Fishbone
Understand the restaurant systems before adding another one.
A point-of-sale audit and CRM evaluation connecting menu operations, customer information, and follow-up.
Menu & customer workflows
Point-of-sale review
CRM comparison
Recommended trial direction
Look at the day-to-day details.
A restaurant’s digital systems touch the menu, the order, and the relationship with the customer. My review started in the point-of-sale setup, looking at item naming, duplicates, modifiers, and how information moved between ordering and customer records.
Choose around the work.
The CRM evaluation compared options for contact organization, segmentation, email, and customer support. I demonstrated how those functions could fit together and helped the team consider a manageable starting point before committing to a wider rollout.
Separate the recommendation from the implementation.
The work produced an operational audit and a direction for an initial CRM trial. The value at this stage was making the choices and cleanup needs visible. A complete CRM rollout or a measured improvement in sales is not part of the outcome documented here.
The process
How the work came together.
Audit the point of sale
Review menu naming, modifiers, duplicates, and the movement of customer information.
Compare CRM approaches
Evaluate contact management, segmentation, email, and support against the team’s needs.
Define a manageable trial
Demonstrate the proposed approach and establish a starting point for testing it.
Skills & applications
What the work called for.
- Clover POS
- The operating environment reviewed in the menu and customer-data audit.
- HubSpot
- Demonstrated for contact organization and follow-up; an initial trial direction, not a claimed full rollout.
- CRM comparison
- Salesforce, ActiveCampaign, and Zoho were among the alternatives considered.
The deliverables
What took shape.
Audit & advisory
- Point-of-sale audit
- CRM comparison & demonstration
- Initial setup recommendations
The outcome
The result.
A clearer view of menu and customer-data workflows, with a recommended path for testing a CRM before expanding the system.
