Process review sample

Anonymised sample deliverable

Business process review

Restaurant: online ordering and reservations, kitchen, POS, staff hours and recipe costing

IndustryHospitality / RestaurantScopeGuest flow, front of house, kitchen, POS, reservations, staff hours, recipes and management reporting.MethodBaseline capture across a shift, process map at operation level, analysis of handovers between front of house and kitchen, review of responsibility zones, staged recommendations.Service levelMatches the scope of the “On-site process immersion” service — from three days on site: watching the cycle, interviews, a review of tools and documents. The remote “Process review” delivers the same structure in shorter form: without the operation capture and role analysis, which require being on site.StatusDemonstration sample based on a delivered, anonymised platform. The client name and client data are not used.

Prepared by IT Carrot · Solution architecture and business systems development
Sample dated: August 2026

1. What the review found

A restaurant runs on short cycles: a guest order, a table booking, a task for the chef, a closed bill, a closed shift. A mistake here costs not money on paper but an unhappy guest in the room — and it surfaces at the moment when it is already too late to fix.

The review found that front of house, kitchen and the till hold different views of the same order. The status the waiter sees, the status in the kitchen and the status on the bill are reconciled by voice. While the cycle is short this works; at peak load it breaks down exactly when the cost of error is highest.

The second layer is the price of a dish. Recipe, purchase prices and actual consumption do not form one model, so decisions about price and margin are made on instinct rather than on a calculation.

FindingStatement
Primary constraintThe order status exists in three places at once — with the waiter, in the kitchen and at the till — and is reconciled verbally. The discrepancy is discovered by the guest.
Recommended first stepIntroduce a single order and booking record with shared statuses for front of house, kitchen and till, then connect the recipe to actual cost.
Expected effectFewer verbal checks at peak, a verifiable margin per dish, a shift that closes without manual reconstruction. Quantitative effect is assessed after rollout.

Areas reviewed

Guest flow

  • Menu and ordering
  • Delivery and pickup
  • Payment
  • Support enquiries

Front of house

  • Table availability
  • Confirmations
  • Guest history
  • Changes and cancellations

Kitchen and till

  • Task queue
  • Acceptance and completion
  • Closing the bill
  • Walk-in guests

Back office

  • Working hours
  • Recipes and semi-finished items
  • Cost and margin
  • Reporting

2. Baseline capture of current work

The capture is done across a shift, not from a written procedure. For each operation we record who performs it, how often, which carrier holds the data, and whether the same data is moved again. Everything else in this document rests on this table.

OperationWho performs itFrequencyWhere the data livesRe-keyed
Taking an order in the roomWaiterPer guestNotepad, then the tillYes — items go into the till and are called through to the kitchen
Passing the order to the kitchenWaiterPer orderVerbally or on a paper slipYes — the kitchen keeps its own queue
Taking an online orderFloor managerThrough the dayA separate intake channelYes — the order is entered into the till again
Table bookingHost or floor managerContinuouslyBooking book, phone, messagesYes — table availability is checked by hand
Changing or cancelling a bookingHostSeveral times a dayCorrection in the bookYes — a freed table does not return to availability automatically
Closing the billCashier or waiterPer orderTillYes — on a discrepancy the contents are checked against the kitchen
Recording working hoursShift managerDailyPaper timesheet or spreadsheetYes — hours are transferred into payroll by hand
Costing a dishHead chef and bookkeepingWhen prices changeA separate recipe spreadsheetYes — purchase prices are entered again
Closing the shiftShift managerDailyA roll-up from till, timesheet and notesYes — data comes from three sources
What follows from thisIn nine operations out of nine the data is moved again. The key observation: the order is not an object. It exists as a set of views agreed between people, and each view lives on its own carrier.

3. State of the operational system

Losses occur at the seam between front of house, kitchen and till — and between the operating day and the management decision about price.

49/100average process maturityManual reconciliation risk high
9points of re-keyingCandidates for removal
6critical data handoversNeed an owner
2priority pilot flowsOrder + booking

Process maturity

Expert assessment on a 0–100 scale. Higher means a more resilient process.

Order intake72
Handover to the kitchen48
Booking management55
Working time recording41
Cost calculation36
Management reporting44

Structure of operational risk

Distribution of recorded observations by type.

16observations
40% — scattered data32% — losses at handover28% — unclear ownership

The numbers on this demonstration panel are illustrative. In a paid review the assessments are derived from interviews, shift observation, a sample of bills and bookings, and an agreed 0–100 scale.

4. Current process and handover points

The chain describes the typical path of a guest order. It is a process model, not a snapshot of any particular client system.

1

Order

The guest orders in the room, online, or books a table.

2

Confirmation

Payment or booking confirmation is recorded.

3

Kitchen

The task reaches the chef and is accepted.

4

Service

The dish is served or handed to delivery.

5

Closing the bill

Contents and amount are recorded at the till.

6

Closing the shift

Hours, till and exceptions are brought together.

7

Costing

Actual cost is compared against the price.

8

Reporting

Margin and occupancy reach the management report.

Risks at the handover points

HandoverWhat can be lostConsequencePriority
Guest → waiterDish modifications, allergens, order of serviceThe kitchen cooks something other than what the guest expectsCritical
Waiter → kitchenOrder contents, urgency, changes after firingStatuses diverge between the room and the kitchenCritical
Online channel → tillItems, address, ready timeThe order is entered again and the ready time slipsHigh
Booking → table availabilityA change or cancellationThe table is taken in the book and free in the roomHigh
Kitchen → tillWhat was actually servedThe bill differs from what the guest receivedHigh
Shift → payrollActual hours, cover shifts, overtimeThe timesheet is reconciled by hand and disputedCritical

Risk heatmap

AreaLikelihoodImpactDetectionResult
Order status diverges between room and kitchenHighCriticalBy the guest at the tableCritical
Booking change not reflected in availabilityMediumHighWhen the guest arrivesHigh
Dish price disconnected from current costHighHighAt month endCritical
Working hours reconciled by handHighMediumAt payrollHigh
Online order loses its ready timeMediumHighAt handoverHigh

5. Why this happens

Verbal checks at peak, disputed timesheets and an unknown margin share the same structural causes.

A. The order is not an objectFront of house, kitchen and till work with their own views of the same order. Synchronisation rests on voice and memory, so process quality drops exactly as load rises.
B. The booking does not drive availabilityThe booking book and physical occupancy are two independent facts. A cancellation frees the line in the book but not the table.
C. Costing is not a modelRecipe, semi-finished items and purchase prices are not connected by versions. The price of a dish stops matching its cost the moment purchasing changes, and nobody finds out.
D. Exceptions are handled in conversationA shift swap, a returned dish, a booking change and overtime have neither a queue nor an owner. They are reconstructed at shift close from the memory of those involved.
Decision principleA restaurant cannot be automated screen by screen. First a single work object has to exist — order and booking with shared statuses — and only then do kitchen, till, hours and costing hang off it. The reverse order produces four systems that have to be reconciled by hand all over again.

6. Who does what — and how much of it is moving data

In a restaurant the roles overlap physically: waiter, kitchen and till work in the same room at the same tempo. Below is where work is duplicated and where a role does not decide anything but calls information across.

RoleWhat it does todayHow much of that is moving dataReview observation
WaiterTaking orders, serving, answering the guest, closing the billDouble entry: notepad, till, and calling through to the kitchenThe order is captured once; the role keeps the work with the guest
HostTaking bookings, seating, checking occupancyManual reconciliation of the book against actual occupancyAvailability is computed by the system; the role keeps greeting and seating
KitchenKeeping its own queue, cooking, plating upThe parallel queue duplicates the order contentsThe queue comes from the order; the role keeps cooking and quality
Shift managerCoordinating room and kitchen, resolving exceptions, closing the shiftA substantial share of the shift is verbal status synchronisationCoordination moves into statuses; the role keeps resolving exceptions
Head chefRecipes, purchasing, yield controlRe-entering purchase prices into the costing spreadsheetCost is computed from the costing card; the role keeps menu and quality
BookkeepingConsolidating timesheets, payroll, reportingManual transfer of hours and reconciliation against the tillHours and till come from the closed shift
The organisational conclusion stays with the companyThe review shows which part of the work is moving data and which part is deciding. What happens with the time freed up — redistributing tasks, retraining people or changing the rota — is the owner’s call. In hospitality the time freed for waiters and shift managers usually goes back to the guest rather than being cut.
Peak load is the real testAny solution here must be tested not on a quiet weekday lunch but on a Friday evening. A process that demands one extra action from a waiter at peak will not be followed — and within a week the staff are back to calling orders across the room. That constraint outweighs any feature.

7. States, boundaries and rules

The order passes through explicit states, visible in the same way to front of house, kitchen and till. Each one defines an owner, the required data and the condition for moving on.

StateOwnerRequired informationTransition condition
CreatedWaiter, guest online, or hostItems, modifications, table or address, timeOrder saved with validated menu items
ConfirmedSystem or floor managerPayment or booking confirmation, ready timeGuest and kitchen see the same confirmation
In the kitchenChefContents, modifications, queue and priorityTask accepted by the chef
ReadyChefCompletion mark, deviations from the contentsFront of house notified without calling across the room
ServedWaiterWhat was actually servedDiscrepancies recorded with a reason
ClosedTillFinal contents, amount, payment methodThe bill matches what was served

Boundaries of automation

The system should determine

  • Whether a table is free at the requested time
  • Which items are available by stock and the 86 list
  • Whether what was served differs from the bill
  • Who performs the next action on the order
  • What a dish actually costs at current prices

The system should not decide

  • Whether to compensate a guest for a mistake
  • Whether to accept a returned dish
  • Whether to put an item on the 86 list
  • Whether to change a menu price
  • Who is put on a shift

Rules, deadlines and escalation target

In a restaurant the deadline is measured in minutes, not days. A rule without a deadline and an addressee does not work on the floor at all.

RuleDeadlineEscalates to
An order cannot be saved without a table or address and a timeAt the moment of entryBlocking rule, no escalation needed
Task not accepted by the kitchen3 minutes from confirmationSous chef, then shift manager
Dish ready but not served5 minutes from the ready markWaiter, then shift manager
Booking cancelled — the table returns to availabilityAt the moment of cancellationAutomatic, the host is notified
Return or replacement recorded without a reasonBefore the bill is closedShift manager
Shift not closed: hours, till or exceptions outstandingBy the end of the working dayShift manager, then general manager
Purchase price changed — costing not updated1 working dayHead chef, then general manager

8. What to do and in what order

The sequence is built so that each stage can be verified on a single shift and does not require the next one to be finished.

No.RecommendationWhy nowAcceptance criterion
1A single order and booking recordRemoves verbal synchronisation between room, kitchen and tillAll three roles see one status without calling across the room
2A kitchen queue with acceptance and completionMakes kitchen load visible before the guest starts waitingEvery task has an acceptance time, a chef and a ready mark
3Table availability derived from bookingsRemoves manual reconciliation of the book against realityA cancellation returns the table to availability with no human action
4A versioned costing cardTies the price of a dish to actual purchase pricesMargin per dish is computed at current prices without a hand-kept sheet
5Shift close derived from dataRemoves the daily assembly from three sourcesHours, till and exceptions come together without manual reconstruction
LaterDemand forecasting and purchase planningUseful once shift data is reliableOrder history is fit for forecasting across an agreed horizon
Do not start with the guest appThe temptation to start with a beautiful menu and online ordering is strong, but an online channel plugged into an unsynchronised room and kitchen increases the number of manual checks rather than reducing it. Shared order status first, guest interface second.

Rollout plan

These durations are indicative for a demonstration sample. A real estimate is formed after observing a shift and gaining access to the till, the booking book and the recipes.

StageDurationOutcomeCheckpoint
Shift capture and order model2–3 weeksOrder and booking states, roles, required fields, exceptionsGeneral manager and head chef approve the model
Order core and kitchen4–6 weeksSingle record, kitchen queue, statuses for room and tillOne shift runs without verbal status handover
Bookings and availability2–3 weeksTables, confirmations, changes and cancellationsThe booking book is no longer kept in parallel
Hours and shift close2–3 weeksTimesheet, exceptions, period closeThe shift closes without manual assembly
Costing and reporting3–4 weeksRecipes, price versions, margin, management reportThe pricing decision is made from a calculation

9. Metrics, reporting horizon and next step

This sample claims no numeric effect. In a real review the baseline is recorded first across several shifts, then the metrics are compared after an agreed period of use.

MetricHow it is calculatedHow to capture the baselineDirection
Share of orders with no verbal checkOrders completed without a check between room and kitchen / all orders × 100Observation of two shifts: a weekday and a peakUp
Time from confirmation to kitchen acceptanceMean across the orders in a shiftManual timing on a sample of orders at peakDown
Divergence between bill and what was servedBill corrections after service / all bills × 100A sample of corrected bills over two weeksDown
Variance between planned and actual cost(Actual − planned) / planned × 100 per dishRecalculating ten core dishes at current purchase pricesDown
Time to close a shiftMinutes from the last bill to a closed shiftMeasured across five consecutive shiftsDown
Corrections after shift closeNumber of corrections to hours and till after closingThe correction log for a monthDown

Horizon: from the order to the annual report

A review does not end when the bill is closed. Shift data has to reach management and annual reporting without being entered again — otherwise decisions about the menu and prices are made blind.

LevelWhat must arrive without manual assembly
ShiftOrders, deviations, staff hours, revenue and exceptions
WeekOccupancy by day and hour, cancelled bookings, 86 lists
MonthMargin by dish and category, working-hours volume, wastage
QuarterMenu performance, seasonality, cost by supplier
YearManagement reporting for the venue on one data model
If a menu change is decided on "how popular it feels", that almost always means shift data does not reach the management level without being reassembled by hand.

Questions to settle before development

  1. Who may change the contents of an order after it has been fired to the kitchen?
  2. Who puts an item on the 86 list, and on what basis?
  3. How do dish modifications enter the cost calculation?
  4. What rules apply to a cancellation on the day of the visit?
  5. What data does the accounting software accept, and in what format?
  6. Which operations must keep working when the internet drops on the floor?
Recommended next decisionObserve two shifts — a weekday and a peak — logging every verbal check between room and kitchen. Output: the order state model, an exception list, a role matrix and a pilot scope for one shift.

This document demonstrates the structure and level of detail of the deliverable of the “Process review” service. It is based on the mechanics of a delivered, anonymised platform for a restaurant, is not legal, tax, food-safety or industry advice, and contains no confidential client information. Maturity scores are illustrative. Recommendations for a specific venue depend on the capture, the jurisdiction, the contracts and the existing systems.