Case Study
Hospitality firm automates daily POS reporting to speed upload to GL with accurate coding
Results
50%
50% faster processing
Better
Better data quality
Scale
Refocus team to higher-value activities
Company Profile
Privately-held mountain-resort operator, a portfolio of year-round destination resorts across the western US and Canada, plus a heli-ski operation. Operates hospitality, real-estate development, food and beverage, and retail businesses unified by a shared mountain culture and a multi-resort season-pass program.
Challenge
The client’s F&B POS system provides an excellent user experience but lacks the functionality to store GL data. Preparers at each location needed to run reports and manually copy data to a template that connected F&B data with GL coding details. The template would be uploaded to SharePoint and emailed the reviewer for approval. The process had multiple failure points and was time consuming. The CoE wanted to automate the reporting of daily transactions without impacting the customer experience.
Solution
The automated solution removes unnecessary delays by generating the daily F&B report from QuickSight and retrieving a list of business rules kept on SharePoint. This list contains the proper GL coding and credit card detail for processing the daily report. The automation then converts the data into D365 format, uploads the data to SharePoint and notifies the reviewer to follow up before posting. The solution uses existing data points and does not require updates to the POS interface.
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