Empowering Field Teams: How Wendy's Mobile-Optimized Power BI Dashboards Enhance Decision-Making On-the-Go

The Challenge

Around 100 newly acquired Wendy’s stores were confronting a significant issue — fields teams didn’t have immediate access to essential data, making it a challenge to locate and utilize key information for daily operations.

Relying on computer access for reporting data proved impractical in the fast-paced environment

The existing dashboards were underutilized because the user-experience wasn’t optimal

The Solution

We developed a Power BI Mobile App specifically for field managers across these 100 Wendy’s locations. The aim was to providea robust on-the-go solution for accessing critical data, thereby enhancing the speed and quality of operational decisions right from their mobile devices.

Please note that all KPIs and data displayed have been anonymized with generic placeholders to maintain confidentiality. Key aspects of the Mobile Dashboard are:

We focused on creating a mobile dashboard with a modern interface that was both appealing and user-friendly, ensuring that field managers could act on data-driven insights instantly. Central to our design was the ease of navigation and clear presentation of information, making every interaction with the app intuitive and productive.

Here is a glimpse: you can find a video demo that illustrate the Power BI Mobile App for Wendy’s field managers. Please note that all KPIs and data displayed have been anonymized with generic placeholders to maintain confidentiality.

Key aspects of the Mobile Dashboard are:

Tabs to allow for easy navigation between the different sections (in the video demo: Summary, Trends, Products)

Heatmap to make it easy for field managers to analyze performance

Pop up windows to view historical trends without navigating to a different tab

Drill-throughs to allow users to do their own deep-dive analysis

The Outcome

The newly introduced Power BI Mobile App has become a daily tool for the team, resulting in:

Significantly higher engagement from field managers, fostering a more data-driven operational culture

Decreased time and effort needed to identify key KPIs, enhancing the efficiency of decision-making processes

“I would highly recommend Aurelie to anybody looking for help with BI. She has great understanding of the backend/data sets and made us some beautiful mobile dashboards that our team uses everyday”