REDUCING CHAOS IN SMB F&B OPERATIONS THROUGH A UNIFIED PLATFORM & AI-ASSISTED DECISION MAKING

B2B // AI // UX // UI

TIMELINE

June - July 2026

TOOLS USED

Figma

Claude

Illustrator

Notion

ROLE

End-to-end product designer

PLATFORM

Mobile (iOS)

// THE IMPACT

↓ 75%

Operational admin time

+85%

Saved time

+97%

of participants who said

they'd open it the next morning

BEFORE YOU SCROLL… A LITTLE CONTEXT.

I work in an independent coffee shop.

I noticed something: the manager arrived every morning, and before service even starts, there was a couple of hours of just operational admin tasks being done over multiple mediums, before a single customer walked in.


I sat down with her and asked her to walk me through her day. What she described wasn't a technology problem, it was a structural one.


She was the single source of truth for a 10-person business, and the whole operation depended on her memory.


Her words:

"It feels like it could be so much easier."


That was enough to start.

// THE PROBLEM

Independent café managers are losing money daily to decisions made on gut feel, because the information they need to decide correctly is scattered across too many places to use in real time.

// COMPETITOR ANALYSIS

No TOOL THAT COMBINES credible, mobile-first, zero-configuration at SMB-price exists.

  • 7shifts: Setup wizard required before any value. Free plan exists but multi-dashboard interface overwhelms the manager who needs one screen, not five.

  • MarketMan: 2–4 weeks of onboarding with a dedicated team. $239/month minimum. 12-month contract. This is structurally incompatible with a first-time tool adopter who cited budget as a barrier.

  • Restaurant365: Enterprise ERP. Built for franchise operators with CFOs and ops directors. Not the same user.

// KEY FINDINGS

//01

The manager's operation runs entirely on their memory

//02

Existing tools fail before delivering value

//03

Invisible margins

//04

Stockouts during service & preventable waste

//05

Reactive decisions

//06

Scheduling takes up to an hour per week on paper

// THE USER I DESIGNED FOR

I called them the FIREFIGHTER MANAGER.

Reactive, memory-reliant, tool-skeptical. Responds to problems when they surface, not before. Tried ChatGPT for scheduling, abandoned it because it was slower than paper. Will adopt a tool only if it delivers visible value in the first session with near-zero setup cost.

// THE SOLUTION

Concept 1 // The Morning Briefing

Push-delivered daily brief. 3–5 prioritized cards. One recommended action each. Zero configuration.

Concept 2 // The Control Room

Unified multi-panel dashboard. Everything visible simultaneously.

Concept 3 // The Shift Copilot

Context-triggered prompts at shift open, mid-shift, and close. Appears at natural decision points throughout the day.

I rejected the Control Room immediately.

A dashboard requires the manager to seek information. The Firefighter doesn't seek, they respond. This is the exact interaction model that fails them in every existing tool.


I chose the Morning Briefing, for three specific reasons:

  1. lowest time-to-first-value,

  2. Highest RICE scores concentrated in its features,

  3. Best fit for the primary archetype.

Hub-and-spoke > tab navigation

Tab navigation implies five equally important destinations. Delta has one: the briefing. Everything else is secondary.

A tab bar would flatten that and invite exploration they won't do.

Confidence indicators on every recommendation

"Based on your last 4 Thursdays" builds trust. The user needs to know whether a recommendation comes from their data or an industry default, so that they can decide how much weight to give it.

Confirm/override > data entry

They won't log data. So data capture happens as a byproduct of the decision itself. When she taps Confirm on a production card, that confirmation is the data point. The system learns from what she does, not from what she fills in.

↑N★ NORTH STAR // THE METRIC THAT MATTERS

The % of daily operational decisions made outside vs in-app.

NOT DAU, not session time.

//TARGET

>70%

of daily decisions made with in-app data within 60 days of onboarding.

//KILL THRESHOLD

<40%

confirm/override interaction rate on production cards within 30 days = managers seeing recommendations but not trusting them.

// THE IMPACT

↓ 75%

Operational admin time

+85%

Saved time

+97%

of participants who said

they'd open it the next morning

// RETROSPECTIVE

WHAT WORKED

Starting from a real observed problem with a real user made every design decision easier to justify. The research wasn't a phase I completed, it was the thing the product is built on. The manager interview gave me the 7-source finding, the archetype, and the kill criteria. That's the whole product in three outputs.

WHAT I'D DO DIFFERENTLY

The research is the thing the product is built on. I interviewed 4 F&B managers and 4 staff. I should've took more time on the research by interviewing more users. Same for the testing.

  • LIKE WHAT YOU SEE

  • DON'T BE SHY!

  • //

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