Franchisee Inventory Tracking System (FITS) Training

Franchisee Inventory Tracking Franchisee Inventory Tracking System (FITS) TrainingSystem (FITS) Training

ContentsContents• Introduction

– What is Pipeline Tracking and why is it important?– Why do we use milestones?– Which milestones do we track?– Tracking actual against planned milestone dates

• Working with the FITS Database System– Security and new users– Installation– Entering Project Data

• Language and Character Recognition• Project Information• New and Relocate Project Milestones• Using the Milestone Template• Remodel Project Milestones• Closure Project Milestone

– Organizing your Projects• Project Tree• Project Search

– Personalizing FITS• My Projects• Reminders

– FITS Management Planning Tools• Store Weeks

– Other FITS Analysis Tools• Milestone Analysis• Cycle Time• Construction Costs• Pipeline Summary

– FITS Reporting Suggestion• Tracking Development• Openings, Closures, Remodels• Cycle Time (NEW)• Store Weeks (NEW)• Construction Costs vs Budget (NEW)• Pipeline Summary (NEW)

• Basic COGNOS Reporting– Project Listing– Pipeline Counts– Openings Reports– Closures Reports– Comparison Reports (AOP vs. Actual vs.

Best Guess vs. Pipeline of Projects)– Summary Level Reports

Why Pipeline Management Is ImportantWhy Pipeline Management Is Important

• Number of Projects: Each BMU has between 10 and 300 live development projects

– As the number of projects increases, the complexity of managing and communicating becomes greater

– There is a fall-out rate of terminated or delayed projects

• Different Types of Projects: – NEW or RELOCATE openings– CLOSURES– MAJOR – MINOR REMODELS

• Project Length: Can be from several months to several years• Communication: Multiple stakeholders need to plan related activities

which depend on the development project plan and progress• Accurate Forecasting: Efficient resource and cost management

– Senior management needs consistent, reliable information about project progress and pipeline status to validate and forecast growth plans and development team resourcing

Milestones and Pipelines Are the SolutionMilestones and Pipelines Are the Solution

• Project Management Techniques: Help plan and manage the complexities of development projects

• Milestones: Key stepping stones that are tracked through a project’s life (i.e “permit received and construction commenced”), marking the beginning or end of the key stages in a project’s life– Planning, tracking and communicating milestones is the best

way to encourage effective project management– When multiple projects are viewed using the same milestones,

an entire “pipeline” of projects can be assessed for strength, risk, forecasting, etc.

How Do We Track Milestones/Pipeline?How Do We Track Milestones/Pipeline?

• Milestone tracking or pipeline management only represent a small subset of true project management techniques

• FITS is not a project management tool to be used to manage detailed activities -- it is a summary-level tracking tool which is aimed to help you forecast better and keep your projects on track

• FITS can help us make better forecasts in the future by facilitating a historical analysis of milestone duration, fall-out rates, resourcing, etc.

How Do We Track Milestones/Pipeline?How Do We Track Milestones/Pipeline?

• Collecting information and tracking against planned milestones– As milestones are completed, “Actual” dates are entered (i.e.

the most recently entered “Forecast” date becomes the “Actual” date)

– Milestone completion dates can be used to indicate the current status of a project

– At the beginning of a project, Plan and Forecast dates are given for each milestone.

– As a project progresses, the “Forecast” dates for the various milestones are updated. “Plan” dates stay fixed so that you will always have a record of your initial plan.

How Does FITS Help With Pipeline Management?How Does FITS Help With Pipeline Management?

• Tracks multiple projects• Tracks executive milestones for each development

project, including New restaurants, Relocations, Remodels, Conversions and Closures

• Stores key data about each development project• Communicates current project and pipeline status

through on-line views and printed reports• Enables team collaboration through access for multiple

users across YRI functions and BMU’s, including Dallas RSC

• Relies on web-based technology, allowing access to users through their PC and any telephone line

• Organizes and stores project-level documentation such as CAD drawings, CAPEX approval documents, etc.

• Organizes and stores project photo galleries

• Milestone tracking set up to work for both equity and franchise needs


• Standardized terminology and centralized data allows for cross-market learning and analysis

• Templates can be created by each user to speed project set-up

• Information viewed on-line or printed using formulated reports


• Reporting available to communicate project details, pipeline snapshots, and historical analyses on an individual or aggregate project level

• Downloading capabilities built in for more dynamic analysis or reporting using Excel

• Regularly scheduled reports can be sent to user’s Outlook mailbox

• Role-based security allows differentiated levels of access to data

• Certified franchisees will have access over the internet• Will be tied in with key performance measures (hit rate,

break-even, etc.), capital planning, and financial reporting systems

• FITS can be used alongside more sophisticated project management tools which are likely to be used to manage the construction phase. Currently estimating ability to download data to Microsoft Project


Let’s Look at FITSLet’s Look at FITS

• Entering the system and loading the data is as easy as loading a web site

• Users may use the system on-line or off-line• Each user has access to a pre-defined subset of the worldwide

data available. Real Estate Managers, Acquisition Managers, Site Finders and Development Managers will manage the data for their own projects

• Users may enter the FITS application or go directly to the reporting section, which avoids having to wait while system data is loaded

• There is a useful “Release Notes” section which gives updates on recent upgrades to the system and training on basic functionality

InstallationInstallation

• FITS is found at http://fits.yumnet.com/– You must install FITS software the first time you use the

program– Follow instructions in the “01 Install FITS application” link

• Program Requirements– Java JRE 1.3.1– Java Web Start– Adobe Acrobat Reader– Windows 95, 98, Windows 2000 or NT 4.0 (service pack 6) – 800 x 600 Screen Resolution (or higher) – 128 Megs of RAM – 20 Megs free hard disk space – Windows standard mouse pointers

http://fits.yumnet.com/

Follow instructions to install the FITS application. You only need to install FITS the first time you use the system.

Training and Release Notes are located here

FITS MAIN MENUFITS MAIN MENUFITS MAIN MENUFITS MAIN MENU

FITS INSTALLATION GUIDEFITS INSTALLATION GUIDEFITS INSTALLATION GUIDEFITS INSTALLATION GUIDE

Select this link to run FITS

FITS MAIN MENUFITS MAIN MENUFITS MAIN MENUFITS MAIN MENU

SecuritySecurity

• Each user must have their own login ID and Password. There is no fee.

• Access to data will be restricted for security, according to the following norm:

– BMU/FBU Development team members: can create, view and edit data for projects in their BMU/FBU only

– Other BMU/FBU team members: can view data for projects in their BMU/FBU only

– Franchisees: can create, view and edit data for projects for their projects only– Dallas RSC team members: can view data for all projects– Dallas RSC FITS administrator: can create, view and edit data for all projects

• Any exceptions to this set of security standards must be approved by the Director of Development and Dallas RSC FITS administrator (Aaron Steele)

• To get an ID and PW contact Aaron Steele at [email protected]

Entering Project DataEntering Project Data

• Individual project information is entered into the system by the Development team member

• Updates may be made as often as necessary• Project data is divided into three sections or tabs:

– Tab 1: Project Information such as address, facility description, etc.

– Tab 2: Milestone tracking + user templates + project notes + attached documents

– Tab 3: Project Costs

The Project ID will be automatically generated once the project is saved.

A descriptive Site Name must be entered for a project.Note: If a project is a relocation (RELO), it should reference the closure (CLO) project associated with it, e.g. “Brown Street (Blue Street CLO).If a project is a CLO, it should reference the RELO project associated with it, e.g. “Blue Street (Brown Street RELO)

A Local Site Name may be entered for a project. This can be entered in your local language including Chinese, Japanese, Korean, Arabic, and Thai character sets)

An Owner Type must be selected for a project:Company/EquityFranchiseeJoint VentureLicensee

A Development Manager must be selected for a project:List of Dev Managers

An Ops Manager may be selected for a project:List of Ops Managers

An Owner Name may be selected for a project:List of Franchisees; If Equity, select “Company/Equity"

A Construction Manager may be selected for a project:List of Construction Managers

A Brand must be selected for a project:List of BrandsNotice the multibrand combinations.

If you would like to archive an inactive project, you may mark the project as Terminated and enter a date.; In the future if you choose to reactivate a project, you can deselect the terminated checkbox.

A Project Type must be selected for a project:New Build (NEW)Relocate/Offset (REL)Rebuild (REB)Major Remodel (MJR)Minor Remodel (MIN)Conversion (CON)Closure (CLO)

An Initial Fee may be entered for a project.

An Initial Fee Currency may be selected for the project

A BMU/FBU must be selected for a project:List of BMUs

A Mini BMU must be selected for a project:List of Mini BMUs within a BMUNote: A BMU/FBU must be selected prior to this selection.

A Country must be selected for a project:List of Countries within a Mini BMUNote: A Mini BMU must be selected prior to this selection.

A Market may be selected for a project:List of Markets within a CountryNote: A Country must be selected prior to this selection. The user can add market names to the list.; The market is generally used to define a geographic area, but you may use this to create another category.

A Development Director may be selected for a project.List of Development Directors

Latitude and Longitude coordinates may be entered to indicate the GPS location of the site, ex. 39deg 58.589min

An Address may be entered for a project.

A JDE Number must be entered for each project, prior to completing the OPEN milestone.

A Facility Type may be selected for a project:Freestanding (FS)In-Line (IL)Food Court (FC)Kiosk (KIO)UnknownNote: If "Unknown" is selected at the beginning of a project, you must change this to one of the other choices prior to project completion.

A Location Type may be selected for a project:Urban CornerUrban MidblockSuburban CornerSuburban MidblockShopping Center/MallAirport/Transport CenterRetailLeisureRetail & LeisureResidential RoadsideOtherUnknown

A Service Type must be selected for a project:Dine-In OnlyDelcoRestaurant Based DeliveryOtherTo Be DeterminedNote: If "Other" or "To Be Determined " is selected at the beginning of a project, you must change this to one of the other choices prior project completion.

A Delivery must be selected for a project:YesNoTo Be DeterminedNote: It must be "Yes" or "No" before project completion.

Property Ownership may be selected for a project:Building Lease (BL)Fee/Freehold (OWN)Ground and Building Lease (GBL)Ground Lease (GL)Yum! To Franchisee Lease (TL)Unknown

Facility Size may be entered for a project.

Site Size may be entered for a project.

If the unit is an express unit, select this checkbox.

If this unit contains a drive thru, select this checkbox.

Capacity Counts may be entered for a project, including Seat Counts, Parking Space Counts, and Curb Cuts.

Project MilestonesProject Milestones

• Tab 2: Milestone data + user templates + notes + attached documents

• User enters milestone “Plan” and “Forecast” dates at the initiation of a project, forecasting all the way through to a forecast opening date

• Users should update the “Forecast” column as the project progresses and the predicted timeframes change

• As milestones are completed, the user checks the “Completed” box and confirms the date in the Forecast/Actual column

Project Milestones (cont.)Project Milestones (cont.)

• The “Current Milestone” is the most recent milestone which has been “completed” in FITS (i.e., marks the beginning of a set of activities which is currently being worked on)

• Notes about each milestone (especially the Current Milestone) may be entered. The note for the Current Milestone will be reflected on many reports – this is where you can keep reminders about next steps

• Documents may be attached in this section (CAPEX, CAD drawings, lease documents, photos). Photos can be attached for the “Site Located” milestone and for the “Construction Commenced” milestone.

The Project ID will be displayed for a project.

The Site Name will be displayed for a project.

For the project, the Current Milestone is the last milestone which has been completed.

The user will initiate a project by entering planned completion dates for all milestones. A project is initiated when the Site Located date is chosen. If necessary, Plan dates may be adjusted until SITE/CAPEX approval but Plan dates should not be changed thereafter.Note: Where an individual site has not been identified, (e.g. INQ or WORK,) it is not necessary to forecast the dates for the other milestones. If a site has been located and the SITE milestone is completed, you must forecast milestone dates for the entire project. Trade Zones without an identified site maybe recorded by using INQ or WORK.

Forecast dates should be entered for all milestones at the initiation of a project. These forecast dates should be updated during the life of the project as the forecast dates change.

Different milestone names are available for NEW/RELOCATE project, CLOSURE projects, and REMODEL projects.

When a milestone is marked Complete, the date in the forecast column becomes the “Actual” date.

The duration between milestones is calculated automatically using forecast dates.

The cumulative duration from the initiation of the project is also calculated automatically.

Notes can be entered for each milestone. The notes entered at the Current Milestone will be displayed on certain reports, therefore the user should enter the most current activity tasks in this field. This field will expand as you enter text.

Supporting Documents can be uploaded for each milestone. The number of documents are shown here. Access for uploading a document, click on the button. Work, Excel, JPEG, CAD, PowerPoint, PDF

Milestones in gray are optional.

Bolded Milestones are required.

Bold-Italic Milestones need approval.

Site/CAPEX Approved (APP) – YRI has approved the site for Franchise projects or the CAPEX for equity projects

Working on Site (WORK) -- development team looking for suitable real estate

New and Relocation MilestonesInquiry (INQ) -- request received to consider development project. Trade areas without an identifiable site may be entered using the INQ or WORK milestone.

Site Secured (SEC) -- the site is legally secured through a lease or purchase agreement

Site Located (SITE) -- a suitable location has been identified.

YRI Construction and Design Approval (DES) -- Construction and design plans have been approved by YRI

Permits Submitted (PER) -- Applications for zoning and other permits have been submitted to local authorities for approval

Construction Commenced (UC) -- The site is now under construction

Equipment Ordered (EQU) -- Kitchen equipment and décor have been ordered

Handover Over to Operations (OPS) -- Construction has finished and Operations is given the keys to the restaurant

Restaurant Opening (OPEN) -- The official opening of the restaurant

New and Relocation Milestones

If you enter or update a forecast date for a particular project milestone, the application will ask if you would like for the system to update subsequent forecast dates automatically for that particular project. The update will be based on the durations of your previous forecasts.

New and Relocation MilestonesA forecast date must be entered for either INQ, WORK, or SITE milestone in order to save the project. If a forecast date is entered for SITE a forecast date must be entered for OPEN.

A forecast date must be entered for ID and OPEN milestones.

Remodel Milestones

Restaurant Identified (ID) – a suitable location has been identified.

Project Approved (APP) - CAPEX Approved for Equity projects, Internal Approval for Franchise projects.

Construction/Design Approval (DES) – Construction and design plans have been approved by YRI

Permits Submitted (PER) – Applications for zoning and other permits have been submitted to local authorities for approval

Construction Commenced (UC) – The site is now under construction

Handover to Ops (OPS) – Construction has finished

Restaurant Opening (OPEN) – The project is complete and the restaurant is trading as normal

Closure Milestones

Restaurant Identified (ID) – an existing restaurant has been identified.

Lease Termination Negotiated (NEG) – Lease termination has been agreed with the landlord

Restaurant Closure (CLO) – Restaurant is closed and trade ceases

Deidentification (DEID) – Signage, logos, and trade dress is removed from the building

Handover of Building (HAND) – Building is turned over to the landlord

A forecast date must be entered for ID and CLO milestones.

YRI Approval – YRI has given closure approval

Milestone Templates

Once you are comfortable with your template, you may save it using the “OK” button.

You can open the Milestone Template screen by selecting the “Milestone Templates” item under the “Planning” menu.

For each milestone you can enter a standard duration. This duration will be used to automatically fill in your forecast milestone dates for your project. You have the ability to modify or delete these entries before saving the new project.

Data IntegrityData Integrity

• Project Completion– When the final milestone is completed for a particular project, the

project is archived and used in company reporting

– 10 days after the close of each period, completed projects may not be modified.

– Similarly, 10 days after the close of each period, you will no longer be able to add a new completion for the previous period (no backdating)

– Exceptions to this control will need to be approved and entered by the Dallas administrator.

• Changing a completed project in the past might mean that results will need to be re-stated for past periods – this is an important issue!

It is important to keep your project milestone forecasts and

completed milestones up-to-date, for accurate reporting!!!

Organizing Your ProjectsOrganizing Your Projects

• Project Tree• Project Search• Personalizing FITS

– My Projects– Reminders

• Working off-line• Reminders and Updates

Project Tree

Every Project is located in the Project Tree. The tree is sorted by Fiscal Year, BMU, MiniBMU, Country, Market and then Project. If you double-click on a particular project, the project information will be displayed in the FITS screen at the right.

To create a new project, click the “<New Project>” link.

To expand a particular folder completely, first highlight the folder and then click the “+/-” button at the top of the tree.

To open a project, click on a project name.

New Builds are in blue, Relocations are in Green, Closures are in Red

You can also have the project tree project names displayed in the local format when the “Show Local Name” checkbox is checked.

Project Search

You can search for projects by clicking the “Search” button, or selecting the “Project Search” item under the “Edit” menu.

You can search for projects by Site Name, Local Site Name, or Project Number.

If you do not know the name or number completely, you have the option to search for partial matches.

Enter your search criteria here.

Once you have entered your criteria, you can search for projects by clicking the “Search” button.

Your search results will be displayed below the criteria. To open a project, double click on the project name.


• My Projects– This allows you to visually display your most important projects

at the top of the screen in the Project Tree, apart from the rest of the projects in FITS, for easy access.

You may display important projects here for easy access and viewing

Projects may be removed from My Projects by right-clicking the project and selecting “Remove from My Projects”

Projects may be copied to My Projects by right-clicking on a project and selecting “Move to My Projects”

Working Off-Line with FITSWorking Off-Line with FITS

• Some team members may choose to view or edit project information in FITS while they are not connected to the internet

• FITS allows users to DOWNLOAD projects to VIEW while off-line– These projects may not be edited while off-line, but the information can be

viewed– Other functions such as Milestone Analysis are also available off-line, using the

projects which have been downloaded• FITS allows users to CHECK OUT projects to VIEW or EDIT while off-line

– Projects which have been checked out may be modified by the user while off-line

– If a project has been checked out, other users may view the original data, but may not edit that project until the project has been checked back in

– When the user checks the project back in, updates are automatically made to the database

– Any updates made while off-line will not be included in the database or COGNOS reports until the project has been checked back in

• In order to start FITS offline, double click on the Java Web Start icon on your desktop, then double-click the FITS icon. Select “Work Offline” when entering your ID and password.

To DOWNLOAD a project or group of projects to your laptop, select the project or folder and right click. Select “Download” – The project can now be viewed if you are working offline.

To CHECK OUT a project, right-click on the project and select, “Check Out”. The project will be displayed under My Projects and a red square is placed next to the project in the main project tree a s place-holder. When a project is CHECKED OUT, you may only modify it while offline. Updates will not be recorded in the database until you check it back in. Other users will not be able to modify the project while you have it checked out.

To check a project back in, select it, right-click, and select “CHECK IN”. Your updates will be saved to the database at this point.


• Reminders– View projects with upcoming milestone forecast dates– View projects with overdue milestone forecast dates– Reminders are a great way to aggressively manage

multiple projects– Users may view project reminders for all projects which they

have access to, or any subset of those projects• This is a useful tool for team managers to keep abreast of all

team projects with upcoming deadlines

Project reminders may be found by clicking the Reminders button

Select the appropriate

projects from the selection menus

If you would like to see reminders of

upcoming milestone forecasts, select

here, and select the timeframe

If you would like to see projects with

overdue milestones, select here

Projects which are shaded pink have an overdue milestone

Projects which are shaded yellow have an upcoming milestone. Note the “Next

Milestone” and “Next Milestone Forecast” dates.

FITS Management Planning ToolsFITS Management Planning Tools

• FITS will also track your YRI plan and updated forecast (Best Guess outlook) numbers

• The Plan (AOP) is only entered once, at the beginning of the year

• The Best Guess numbers should be updated by the Director of Development at least once a month, immediately following the close or the end of each period

• This function will also calculate store weeks based on your AOP and Best Guess entries

AOP Planning

You can view and enter AOP planning data by selecting the “AOP Planning” item under the “Planning” menu.

To run a specific report, select the criteria requested.

The screen will display the counts of completed projects per period as well as the store weeks and average store weeks calculated for all NEW restaurants.

You can narrow the display results based on Project Type. Note: This selection will not run a new report, but will just hide projects that don’t match your criteria.

In order to print this report, you may click the “Send to Excel” button and an excel file will be created. Note: The excel file will contain AOP and Best Guess data for all project types, on separate tabbed worksheets in the excel file.

Click the “Run Query” button to bring up the AOP/Best Guess data.

If you have edited the data, you will need to save it by clicking the “Save All Tables” button.

Note: You can edit any of the four project types prior to saving, without loosing any data.

Best Guess

You can edit your best guess counts by selecting “Best Guess” from the “Forecast Type” drop down menu. The Directors of Development should update their Best Guess outlooks at the end of each period.

You can choose to edit your Best Guess based on Project Type.

You will only be able to edit periods after the last period, e.g. If it is period 12, you will be able to edit 12 and 13. For all past periods, best guess numbers will automatically correspond to your actual counts.

Data Security (continued)Data Security (continued)

• The AOP and Best Guess data entry will be restricted to Directors of Development or their designee– However, all YRI team members will be able to track their pipeline

against these plan numbers, using the COGNOS or FITS reports

• Certified franchisees will soon be given the capability to enter an AOP and Best Guess forecast for their markets (will be called “Franchise AOP” and “Franchise Best Guess”)– These plan numbers will be for internal franchisee planning purposes

only

– The COGNOS and FITS reports viewed or printed by franchisees will show their own AOP and Best Guess numbers

Other FITS Analysis ToolsOther FITS Analysis Tools

• Milestone Analysis

• Cycle Time

• Construction Costs

• Pipeline Summary

Milestone AnalysisMilestone Analysis

• FITS allows you to view information about multiple projects in the section labeled “Milestone Analysis”

• User may select any subset of projects• The user may choose to select only those projects

which have been updated since a certain date– The user will then see which data has been updated recently

and by whom– There are sophisticated audit capabilities available if there are

questions about who has updated a particular project

• This information can be downloaded to Excel for further manipulation or printing

Milestone Analysis

You can run Milestone Analysis by clicking the “MS Analysis" button or by selecting the “Milestone Analysis” item under the “Planning” menu.

After the report has run, you may choose to hide certain fields including: Plan Dates, Forecast Dates, Actual Dates. You can also show Local Names and Terminated Projects.

Once you have selected your criteria, click the “Run Query” button to run your report.

To run a report, select the criteria from the criteria selection screen. First select a BMU, then Mini BMU, then Country. Then select any other criteria to narrow the report. You may only select one Project Type per report.

In order to print this report, you may click the “Send to Excel” button and an excel file will be created

Gantt Chart

After the Milestone Analysis report has been run, you may choose to show the dates in Gantt Chart for by checking the “Show Gantt Chart” checkbox

Cycle TimeCycle Time

• Time = Money• Reviewing your historical durations for different phases of your

projects can help you benchmark for improvements– For example, you can work toward a shorter average construction

duration – restaurants can open (or re-open) for trade earlier with shorter construction times

• The FITS Cycle Time function helps you calculate average cycle times between key milestones from your completed projects– For example, for New or Relocate Projects:

• Site Located to Site/CAPEX Approval• Site/CAPEX Approval to Site Secured• Site Secured to Design Approval• Design Approval to Permits Submitted• Permits Submitted to Construction Commenced• Construction Commenced to Open• Site Located to Open (total project time)• Site/CAPEX Approval to Open

Construction Costs vs. BudgetConstruction Costs vs. Budget

• Construction cost Pro-Forma’s may be established in each country– Different Pro-Forma’s may be established for different project or asset

types– Usually, these will be established or updated once a year.

• We will use FITS to track summary-level construction costs and budgets for every project– The Pro-Forma is used as the basis for the Budget costs– Adjustments can be made to the budget for each specific project – The Budget is fixed at the time of the CAPEX approval– A Forecast is made and updated as the project progresses– After costs are actually incurred (i.e., when the project is completed),

they are summarized in the Forecast column, and the column becomes the Actual totals

• There is a Construction Cost vs. Budget report to summarize performance– Compares the Actual costs for multiple projects vs. the Budget and vs.

the Pro-Forma

Pipeline SummaryPipeline Summary

• FITS now has a new reporting platform which shows all projects forecast to complete during a given fiscal year

• This pipeline summary shows each project graphically over the various periods during the year – a good tool for team meetings!

FITS Reporting SuggestionsFITS Reporting Suggestions

• Print or view AOP or Best Guess reports once every month– These will also show updated store week calculations

– Use for discussions with BMU Management or Dallas RSC

• Print or view project information using the Milestone Analysis function to use at team meetings. Focus on upcoming or overdue milestones and the “Notes” (next steps) during the discussions

• Print or view the Pipeline Summary monthly• Print Cycle Time reports quarterly or semi-annually to benchmark

performance• Print or view Capital Costs weekly during the construction process,

and quarterly to review performance

Using FITS to Track The Development Using FITS to Track The Development Balanced Scorecard – Tracking KPI’sBalanced Scorecard – Tracking KPI’s

• Gross Openings – multiple reports in FITS, COGNOS• Closures – multiple reports in FITS, COGNOS• Net Openings – multiple reports in FITS, COGNOS• Store Weeks – AOP and Best Guess Planning reports, Pipeline

Summary, various COGNOS reports• Average Store Weeks – same as Store Weeks• Construction Costs vs. Budget – Construction Cost function in

FITS• Cycle Times – Cycle Time function in FITS• % of Estate at Current Image – Tracked separately• Facility Renewal Cycle -- Tracked separately• New Partner Sourcing – Tracked separately• Hit-Rate – Tracked using NUTS system

COGNOS ReportNet ReportsCOGNOS ReportNet Reports

• In addition to the reports which you can generate directly from FITS using Excel, you may also generate pre-formatted reports from the Cognos reporting function.– The “Plan/Forecast/Actual” reports are a good way to view data which

compares your current pipeline with your AOP, Actual YTD, and current “Best Guess” forecasts.

– The “Project Profile” reports are a good way to show all information for a particular project

– The “Project Listing” report shows the basic milestone planning information for all projects selected. This report is similar in style and content to the Milestone Analysis tab in FITS.

– “Pipeline Counts” will give you summary-level counts of projects by milestone

– Summary-level reports (e.g., “Restaurant Opening Report”) can help list openings, closures or remodels which have been completed or which are planned for a particular period

COGNOS ReportNet ReportsCOGNOS ReportNet Reports

• Note: The data shown in Cognos reports is only updated every six hours. Therefore, there may be some lag time before data which you have saved in FITS shows up in your Cognos reports.

• Please reference the separate FITS Reporting Manual for instructions on using these reports

Cognos Reports

You can go to the Cognos Reports clicking the “Reports“ button or by selecting the “Reports” item under the “Planning” menu.

How Should We Leverage FITS?How Should We Leverage FITS?

• FITS should be used as often as there are changes to projects• You are responsible for your projects -- keep them up-to-date in

the system• Use the reports to communicate your progress with supervisors

and other functions• Keep the “Current Milestone” note up-to-date for each project.

This is the note that appears in any report and the key views• Use FITS as the platform for team meetings, so that you can

review projects with the others on your team• Use FITS to study and learn from your past experience to shorten

cycle time and improve forecasting capability

How Should We Leverage FITS?How Should We Leverage FITS?

• Aaron Steele in Dallas is the YRI FITS administrator. Forward any questions to him

• Remember, users have different levels of access to FITS data. Most development team members and other YRI users have access to their BMU data only. Franchisees have access only to their project information, and summary-level reports

• FITS is your tool -- your ideas for improvements, better reports, etc. will be used for future improvements. Forward all suggestions to Aaron Steele.