Restaurant Oversight System Build
Budget: $750 – $1,500 USD
We are a multi-branch restaurant. We need an expert to design AND implement an owner-level oversight system inside a management software (e.g., ClickUp / Monday.com / Asana / Notion / Zoho / or another suitable platform).
The goal is for owners to manage the chain through a clear hierarchy, reporting structure, dashboards, workflows, and automated reporting, all running inside one system.
This is not a document-only project. The system must be fully built inside the software, ready for daily use.
Core Requirements (Must Be Implemented in the Software)
1) Management Hierarchy & Governance
-Build the organizational structure inside the tool (HQ → Operations → Area Managers → Branch Managers → Supervisors).
-Define responsibilities, approval limits, and escalation paths within workflows.
-Assign ownership for every KPI, report, and action item.
2) Owner-Level Reporting System (Inside the Tool)
-Create standardized reporting workflows (daily / weekly / monthly).
-Build reporting forms (in-tool forms) that auto-feed dashboards.
-Create owner dashboards: company view + area view + branch view.
-Set up automated alerts for red flags (missed targets, low audit score, high complaints, inventory variance, etc.).
3) Management Operating System (How Owners Manage Managers)
-Weekly and monthly review workflows (meeting agendas, minutes, action tracking).
-Performance scorecards for each managerial role.
-Corrective Action Plan (CAPA) workflow: issue → root cause → action → deadline → verification → closure.
-Audit/compliance module connected to reporting and action plans.
4) Templates/Modules to Build in the Tool
-Daily branch report form
-Shift handover form
-Incident & escalation form + escalation log
-Maintenance request + log
-Customer complaint log + resolution tracking
-Quality/compliance audit checklists + scoring
-KPI tracking + weekly summary
-Manager performance review + action plan tracking
**Deliverables
-A working management system inside the chosen software:
-Workspace structure (HQ + areas + branches)
-Roles/permissions for managers
-Forms, workflows, dashboards, automations
-Rollout plan across all branches
Acceptance will be based on:
1. A clean hierarchy of teams, projects, and permissions reflecting our chain structure.
2. Dashboards loading the above data points without manual intervention.
3. Automated reports triggering exactly as configured.
4. A short hand-off session plus concise SOPs that let any manager onboard themselves quickly.
If you have deep experience rolling out end-to-end solutions like this for hospitality or other multi-site operations, I’m eager to move fast.
The goal is for owners to manage the chain through a clear hierarchy, reporting structure, dashboards, workflows, and automated reporting, all running inside one system.
This is not a document-only project. The system must be fully built inside the software, ready for daily use.
Core Requirements (Must Be Implemented in the Software)
1) Management Hierarchy & Governance
-Build the organizational structure inside the tool (HQ → Operations → Area Managers → Branch Managers → Supervisors).
-Define responsibilities, approval limits, and escalation paths within workflows.
-Assign ownership for every KPI, report, and action item.
2) Owner-Level Reporting System (Inside the Tool)
-Create standardized reporting workflows (daily / weekly / monthly).
-Build reporting forms (in-tool forms) that auto-feed dashboards.
-Create owner dashboards: company view + area view + branch view.
-Set up automated alerts for red flags (missed targets, low audit score, high complaints, inventory variance, etc.).
3) Management Operating System (How Owners Manage Managers)
-Weekly and monthly review workflows (meeting agendas, minutes, action tracking).
-Performance scorecards for each managerial role.
-Corrective Action Plan (CAPA) workflow: issue → root cause → action → deadline → verification → closure.
-Audit/compliance module connected to reporting and action plans.
4) Templates/Modules to Build in the Tool
-Daily branch report form
-Shift handover form
-Incident & escalation form + escalation log
-Maintenance request + log
-Customer complaint log + resolution tracking
-Quality/compliance audit checklists + scoring
-KPI tracking + weekly summary
-Manager performance review + action plan tracking
**Deliverables
-A working management system inside the chosen software:
-Workspace structure (HQ + areas + branches)
-Roles/permissions for managers
-Forms, workflows, dashboards, automations
-Rollout plan across all branches
Acceptance will be based on:
1. A clean hierarchy of teams, projects, and permissions reflecting our chain structure.
2. Dashboards loading the above data points without manual intervention.
3. Automated reports triggering exactly as configured.
4. A short hand-off session plus concise SOPs that let any manager onboard themselves quickly.
If you have deep experience rolling out end-to-end solutions like this for hospitality or other multi-site operations, I’m eager to move fast.