Portfolio Work Sample Sanitized for Public Sharing

A Customer-Centric
Digital Transformation Roadmap

How an orchestrated, customer-centric strategy charted the course for a national QSR brand to grow digital sales from 22% to 50%+.

Client Profile

National QSR Brand

Prepared By

Amanda Schlumpf

Strategic Growth & Transformation Executive

The Engagement

Most consulting engagements end with a recommendation. This one ended with working prototypes mapped to every major initiative.

By building the prototype alongside the strategy, it didn’t just accelerate delivery. It pressure-tested the thinking in real time and identified the gaps before they became expensive. The result was a next-level, high-confidence strategic approach and roadmap.

36%
YoY Digital Sales Growth by Q1 2023
64%
YoY Loyalty Program Signup Growth
#1 Highest Sales
Period in Brand History

Modernized Team & Process Design

Solution approach was designed to collapse the strategy-to-execution gap

1

Identify

Business + customer evaluation, market trends, segment validation, experience + need state assessment, data + tech audit.

2

Ideate

Loyalty member user research + diary study, RFM analysis, future state ideation across program, ordering, and beyond.

3

Prioritize

Top-down/bottom-up goal setting, prioritization + impact analysis, future state technology architecture design.

4

Orchestrate

Performance model development, activation recommendation, phased roadmap with measurement plan design.

Three Principles That Made It Work

Sprint-Based Prototyping

Strategic recommendations delivered alongside high-fidelity interactive prototypes. Development teams visualized target state and began scoping concurrently, eliminating the months-long translation gap.

Cross-Functional Pod Model

Strategy, design, media, and tech worked simultaneously. Friction points translated into modernized UX flows, validated against media strategy and tech feasibility in real time.

Research-Grounded Decisions

Every pillar validated by real data. The RFM insight — that mid-tier members, not top-tier, held the real incremental upside — became the lens for every decision.

The Challenge & Assessment

The brand had a large national footprint and a meaningful loyalty base, but digital sales were stalled. Growth was constrained less by media spend and more by disconnected infrastructure, underdeveloped loyalty capabilities, and inconsistent store-level adoption.

Key Business Considerations

Significant variance in store-level digital execution; a large subset of stores consistently underperformed the national average.

Implication

Store and regional activation strategy had to run alongside the national platform investment to ensure adoption.

Top-tier loyalty members were highly engaged, but the mid-tier member base represented an untapped volume of low-frequency digital users.

Implication

Mid-tier members became the highest-priority activation target — offering the highest incremental upside at lowest acquisition cost.

Non-loyalty digital sales experienced hyper-growth YoY, driven almost entirely by 3rd-party delivery — a good signal, but with unsustainable unit economics.

Implication

Own-channel ordering app + web had to become the primary revenue driver; 3rd party repositioned as an acquisition tool.

The legacy loyalty platform lacked headless architecture, flexible offer management, non-transactional points earn, and near real-time data sync.

Implication

A loyalty platform RFP was the single highest-priority technology decision — every Phase 2 and 3 capability depended on it.

What The Audit Revealed — Strategic Context

Reaching 50%+ required simultaneous activation across all four — not sequential campaigns.

The analysis reframed the growth strategy from “drive more digital orders” to a broader operating model shift: convert traditional customers into digital users, grow loyalty frequency, expand own-channel ordering, and modernize the platform foundation required to personalize at scale.

Shift Traditional → Digital Behavior

Drive-thru + in-store customers and non-digital loyalty members

Drive Incremental Digital Orders

Digital loyalty members + non-loyalty digital customers

Grow Loyalty Sphere of Influence

Non-loyalty in-store customers; email/SMS opt-in growth

Attract New Digital customers

Non-loyalty online ordering; 3rd party customers; new markets

The Strategic Framework

Customer-centric by design — not by default. Every pillar, KPI, and technology investment was anchored to three research-validated experience principles.

Experience Principles

Research-validated principles that act as the foundation for every strategic pillar.

Accessible & Convenient

Effortless access to the right product based on purpose.

Increased Understanding

Helping guests discover how the brand supports their needs.

Value & Support

Rewards and motivation based on individual goals.

Pillar 1

Loyalty Program

KPI
Active Members + Incremental Trans
  • Simplified earning structure
  • Richer, personalized rewards
  • Engaging comms with automation
Enabled By
API-led Loyalty Engine + Headless APP
Pillar 2

Ordering Experience

KPI
Digital Trans % + Loyalty Digital Sales %
  • Simplified order flow & selection
  • Reward integration in checkout
  • Curated experience aligned to purpose
Enabled By
OLO integration + Loyalty Engine
Pillar 3

Media & Partnerships

KPI
Loyalty Database Growth + Online Orders
  • Laser-focused targeting by RFM
  • Modernized purpose-driven campaigns
  • Expanded influencer program
Enabled By
CDP + Audience Platform (Resonate)
Pillar 4

Testing & Innovation

KPI
Active Members per Store
  • On-premise mobile detection
  • Connected store phased rollout
  • Business model extensions (Nourish Daily)
Enabled By
In-store kiosk + digital menu boards

The Phased Roadmap

Sequencing was as strategic as the initiatives themselves — each phase gate had defined benchmarks before the next phase unlocked.

P1
3-9 months

Fortifying Health & Wellness Foundation

  • Loyalty Engine RFP + selection
  • Quick wins: enrollment & conversion
  • Enhanced media targeting by RFM
  • Local + AM daypart campaigns launched
  • Data warehouse modernization
  • Advanced reporting infrastructure
Digital Sales Target
31%
P2
6-12 months

Operationalize and Expand Reach

  • New loyalty program design + launch
  • Enhanced in-app rewards + comms
  • Sprint 1–2 ordering experience redesign
  • Personalized campaigns activated
  • CDP implementation into ecosystem
  • In-store kiosk market test initiated
Digital Sales Target
42%
P3
12-24 months

Scaling Health & Wellness Experiences

  • Connected store infrastructure live
  • On-premise mobile detection
  • AI/ML-powered offer targeting
  • Advanced partnership integrations
  • Digital menu boards + kiosk scaled
  • Employee experience integration
Digital Sales Target
50%+

Engagement Result

The engagement produced a funded, sequenced transformation roadmap with platform requirements defined, vendor selection underway, Phase 1 investment priorities approved, and a clear path from near-term conversion improvements to full loyalty and digital ecosystem modernization.