Tag: business development

  • First-Party Mobile Ordering

    First-Party Mobile Ordering

    “launched mobile ordering with welcome offer, generating 2.2K+ mobile transactions within 2 weeks of go-live”

    Business Goal

    Transform Pilot from being primarily known as a fuel stop into a reliable, convenient food destination by launching Mobile Ordering & Order Ahead directly in the Pilot app.

    The initiative aimed to:

    • Establish brand awareness on the platform, engaging customers while establishing first-time transactions and becoming loyalty members
    • Grow food & beverage sales through first-party digital channels
    • Improve convenience and order accuracy for guests on the road
    • Reduce dependency on third-party delivery commissions while still leveraging marketplace reach
    • Create repeatable, scalable store workflows for consistent guest experience across locations

    Background

    Pilot’s early digital success came through third-party delivery platforms (DoorDash, Uber Eats, Grubhub). These partnerships helped build foundational practices around:

    • Menu & modifier structuring
    • Bagging and labeling workflows
    • Basic staging / pick-up coordination

    However, first-party Mobile Ordering introduced new requirements:. Guests, not delivery drivers, would be picking up orders.

    This shift required:

    • Creating brand awareness in-store that coincides with app experience
    • Clear pickup signage and location flow
    • Standardized bagging and condiment workflows
    • Defined refund and exception handling
    • Training & adoption support for store teams

    Additionally, menu expansion beyond pizza into hot deli, grab-and-go, wings/tenders, and cold case offerings increased order complexity — making operational consistency essential.

    My Role

    As Business Stakeholder & Digital Product Manager, I connected Product + UX Design + Store Operations + Support + Consumer Insights to ensure the mobile ordering consumer experience worked both digitally and operationally.

    My goal: create a seamless and reliable end-to-end experience, from the digital interface to the final pickup.

    Core responsibilities:

    • Engage and retain customers
    • Authored the business case and rollout strategy
    • Translated store workflows into product requirements
    • Established bagging, condiment, labeling & staging standards
    • Built cross-team alignment frameworks for execution consistency
    • Created and maintained the Guest Feedback, insight, and fix loop

    Project required working closely with:

    • Marketing
    • Product & UX Design
    • Product & Engineering
    • Operations Excellence & Field Teams
    • Food & Beverage Leadership
    • Customer Support
    • Consumer Insights
    • Guest Services

    Service Ecosystem

    Who Powers Mobile Ordering

    Third-party delivery platforms (DoorDash, Uber Eats, Grubhub) played a supporting but influential role in the Mobile Ordering ecosystem by providing marketplace reach, operational learning, and expectation benchmarks.

    Mobile Ordering was intentionally built with parity across menus, menu setup, and in-store workflows—including modifiers, prep standards, and packing so store teams could execute consistently without switching mental models between channels, ensuring guests received a reliable experience regardless of where an order originated.

    Food & Beverage

    Food & Beverage played a direct role in the ecosystem, with menu structure, prep standards, and condiment logic directly impacting order accuracy, refunds, and guest trust. Treating Food & Beverage as a core stakeholder rather than a background function ensured operational decisions were informed by real performance data and guest behavior, enabling faster iteration and more consistent execution across stores.

    In this model, third-party delivery functioned as a learning and acquisition engine, while Mobile Ordering served as the loyalty, margin, and repeat-behavior engine, allowing Pilot to scale digital food ordering while retaining ownership of the end-to-end service experience.

    PMO Ecosystem
    Service ecosystem map illustrating how Mobile Ordering operates as a whole

    End-to-End Experience

    As Mobile Ordering expanded beyond pizza and delivery into first-party pickup, it became clear that success depended less on UI alone and more on how digital experiences, store workflows, systems, and support teams worked together.

    To address this, I created an end-to-end service blueprint that mapped the full Mobile Ordering lifecycle—from discovery and checkout through fulfillment, pickup, refunds, and continuous improvement.

    The blueprint aligned:

    • Guest behavior and expectations
    • Frontstage experiences (app, signage, messaging)
    • Backstage store workflows and support processes
    • Systems, metrics, and ownership

    This became the shared operating model used to identify breakdowns, prioritize fixes, and scale Mobile Ordering consistently across locations.

    Service Blueprint
    End-to-end service blueprint mapping guest actions, frontstage experience, backstage operations, systems, metrics, and failure points across the PMO lifecycle
    Blueprint-Closeup
    Cropped service blueprint highlighting how guest actions, digital experience, and store operations must align early in the Mobile Ordering journey to build trust and ensure reliable fulfillment

    The cropped view highlights the most critical phases of Mobile Ordering—where guest trust is established and operational execution determines success.

    Mapping discovery through preparation across guest, frontstage, and backstage made it clear that most experience failures originated behind the scenes, even though they surfaced in the app.

    • Discovery success depends on backstage readiness, not just UI
    • Order confidence comes from operational logic being correct before checkout
    • Acceptance is the trust moment, the guest believes the order is real
    • Preparation is where most failures happen, even though the guest can’t see it

    This insight guided decisions around menu accuracy, order acceptance, fulfillment standards, and training.

    Business Insight

    We were already running third-party delivery through DoorDash, Uber Eats, and Grubhub — which gave us mental models to work with.

    Delivery surfaced operational patterns:

    • Missing condiments which caused instant guest frustration
    • Bagging process was not effecient which slows pickup
    • If pickup isn’t signed clearly guests feel lost
    • Refund handling must be consistent to maintain trust
    • Drive website and app traffic, build brand awareness

    Instead of starting from scratch, we built Mobile Ordering on top of what worked and improved what didn’t.

    Mobile Ordering wasn’t meant to replace delivery, it complements it:

    • Delivery drives reach
    • Mobile Ordering drives loyalty, margin, and repeat behavior

    Customer Experience

    Established a welcome offer experience that converts intent into action by rewarding users at the exact moment of sign-up.

    Problem

    Traffic does not convert users not loyal members. Guests lacked an immediate, tangible reason to create an account. Adoption of the app was also a concern as guests are introduced to new behaviors.

    Strategy

    New users are promoted to download the app and join the loyalty program to unlock a free slice of pizza, the offer saves to their account once the account is created, and is redeemable before checkout.

    Customer Engagement

    Bring a clear value proposition t entry points, making sure several entry points are accessible. This allows them to Join the program, save the offer, and redeem at checkout.

    • Reward immediately when added to checkout to reduce friction
    • Redemption at checkout reinforces behavior and perceived value
    Welcome Offer
    Welcome offer presented in store as well as on the app

    Outcome

    The flow transformed loyalty from passive concept into active, non- loyalty members into reward members, with a value driven experience. Converting anonymous traffic into registered users, increasing first-order transactions, establishing early habits that support long-term retention.

    Third-Party vs Mobile Operations

    Each platform has its own personality—different user habits, interfaces, and technology. We had to recognize those nuances and adjust our approach so the experience felt seamless no matter where guests ordered.

    FactorThird-Party DeliveryPilot Mobile OrderingOperational Impact
    PickupDrivers pick upGuests pick upRequires signage and clear handoff points
    Business ValueReach & new customer acquisitionLoyalty, repeat behavior, margin retentionInternal channel holds highest lifetime value
    Data OwnershipMarketplace owns guest dataWe own behavioral and order dataEnables personalization and offer strategy
    Operational FocusBag for driverBag for guest presentation and clarityRequires standardized pick and packing workflow

    Market & CX Research

    We looked at how other brands handle customization, pickup, and fulfillment. We grounded decisions utilizing mental models from our competitors:

    BrandLearningApplied Change at Pilot
    CAVAIngredient customization is easier when modifiers are groupedGrouped toppings and sauces in menu UI
    Starbucks PickupBag labeling + staging must be visible from entry pathStandardized label placement + pickup shelf visibility
    First Watch To-GoCondiments pre-bundled reduce accuracy issuesBuilt condiment kits prepped at shift start
    Love’s Travel StopsLack of directional signage creates confusionDesigned pickup signage templates and location placement guidance

    We also performed observational store walk-throughs, time studies, and Food Business Partners ride-alongs to understand:

    • Prep rhythm
    • Team communication during peak hours
    • Space constraints by store layout
    • The “mental load” of bagging vs. serving walk-in guests

    Blueprint Input

    Insight: from store walk-throughs, time studies, and ride-alongs were mapped directly into the service blueprint to ensure workflows were realistic under peak-hour pressure—not just ideal-state designs.

    The product can only succeed if the end-to-end workflow is fast, clear, and repeatable under pressure. Guests want food ordering to feel effortless and predictable.

    Operational Enhancements

    Blueprint Execution

    Once the end-to-end service was mapped, recurring failure points became clear; particularly around fulfillment, bagging, pickup, and refunds. The following enhancements were designed to address those specific breakdowns.

    Fulfillment standards were created to reduce complexity and elevate the guest experience. The enhancement had business and guest impact. These standards create ease of operation for the team members and elevated experiences for the guest.

    Condiment Standards

    Guests care about condiments more than we think. Missing condiments = instant frustration.

    Solution

    • Created a condiment pairing matrix for every menu item
    • Introduced pre-built condiment kits for simpler pack-out
    • Added visual prompts at the assembly station

    This alone reduced refund requests tied to “missing item.”

    Example of condiment offerings:

    • Packets: Ketchup, Mustard, Mayo
    • Dips: Ranch, BBQ, Honey Mustard, Blue Cheese

    Example of condiment by category:

    • Whole and Sliced Pizza: Crushed red pepper, Parmesan cheese
    • Chicken: All packets and dips
    1. Guest selects product
    2. Guest selects flavor
    3. Guest selects condiments

    Bagging & Label-First Workflow

    Before mobile ordering, every store bagged differently — which meant guests sometimes couldn’t tell which order was theirs.

    Solution

    • Standardized bag size
    • Implemented a label-first workflow
    • Created visual pack-out diagrams (especially for hot + cold orders together)

    This improved speed, consistency, and guest confidence at pickup.

    Test: Tamper/label sticker on plastic bag
    Test: Tamper/label sticker and receipt on handles of paper bag
    Test: Tamper/label secure closure on bag

    Pickup Zone Signage

    Pickup only works when you know where to go.
    We designed clear signage and recommended placement by store layout, so guests never have to ask.

    This reduced counter congestion and supported staff during peak hours.

    Cling Door Sign
    Cling artwork
    Door cling on entry door
    Rack
    Signage on rack
    AreaChange ImplementedResult
    CondimentsCreated condiment pairing standards and ready-to-grab kitsReduced missing item complaints & improved guest satisfaction
    Bagging WorkflowStandardized mobile ordering pick and packing proceduresFaster fulfillment and clearer pickup identification
    Pickup Staging & SignageRack and signage placement based on store formatReduced “Where do I go?” questions & counter congestion

    Refunds & Guest Feedback Loop

    Created a structured feedback loop with prioritization and a follow up system to field ops team and product teams for improvement.

    • Inputs: Support tickets, app feedback, field manager reports, refund data
    • Analysis: Identify patterns (e.g., condiments missing at open, pickup signage creates low visibility)
    • Action: Deliver workflow and UX + communication updates
    • Validation: Field test → rollout → reassess

    This allowed Mobile Ordering to improve after launch, and not become stagnate.

    Solution

    • A repeatable system to convert guest and field feedback into product and operational improvements.

    Inputs Used

    • Guest support tickets
    • App and store signage usability feedback
    • Food Business Partners surveys
    • Menu performance and refund analytics trends

    Outputs Produced

    • Menu configuration simplifications
    • Condiment pair defaults added to packs
    • Pickup signage moved to higher visibility zones
    • UX naming and layout improvements

    Outcome

    • Continuous improvement driven by real behavior, not assumptions.

    Business & Guest Impact

    With operational enhancements, a refund process in place and a feedback loop implemented.

    • Condiment Standards: Fewer remake requests, improved completeness
    • Bagging Workflow: Faster fulfillment and easier guest identification
    • Pickup Staging & Signage: Reduced confusion and counter congestion
    • Refund & Support Flow: Faster resolution and higher trust

    Workflows became consistent across stores which lowered stress for travelers & pro drivers. Reduced refund and remake costs which increased confidence the order will be right. Strengthened brand perception as a food destination which encouraged repeat ordering behavior.

    Takeaways

    Even though the deadline was tight, we followed a mental model based on other popular apps‘ patterns.

    Digital success only happens when store workflows support the promise. Third-party delivery was our operational test bed — we matured from there. Small details (condiments, labeling, signage) drive large experience outcomes.

    With business and operational knowledge, I was to integrate business goals and UX design with real-world execution.

    Learned from Third-Party DeliveryHow it Applied to Pilot Mobile Ordering
    Drivers need fast, clear pickup zonesGuests need clear pickup zone signage & staging areas
    Delivery errors often stem from missing condimentsCreated condiment pairing Standards + pre-built condiment kits
    Bagging inconsistencies slow handoffImplemented label-first bagging workflow to increase speed & identity clarity
    Refund friction reduces trust & costs moneyBuilt refund & recovery playbook with scenario-based paths
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