My role in this project centered heavily on data analysis, client interaction, and shaping the strategic recommendations based on quantitative and qualitative findings.

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Comprehensive Data Analysis

I completed all work related to data analysis using Excel, encompassing multiple datasets provided by the client.

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• Social Media Data Analysis: I analyzed the provided Instagram analytics data, including follower demographics, reach metrics, and engagement statistics. This involved processing the raw data to identify key trends, such as the disconnect between online follower geography/gender and the local customer base, which became a central point in the team's strategy. I also analyzed the content and performance (likes, comments) of recent Instagram posts to understand what resonates with the audience, informing recommendations for future content.

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• Online User Review Analysis: Systematically processed and analyzed 50+ recent online customer reviews sourced from Restaurant Guru and Yelp. This involved categorizing feedback to quantify recurring issues like poor service (33%), long waits (22%), and portion complaints (12%), as well as positive feedback on food quality (45%). This analysis directly informed the team's focus on improving customer satisfaction.

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• Promotional Tracking Analysis: I analyzed data related to promotional activities, including tracking the impact of the social media campaigns, which showed a 7% net sales lift, and assessing the (lack of) effectiveness of the physical voucher campaign.

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• General P/L Statement Analysis: Reviewed the provided Profit and Loss statements for 2023 to understand the overall financial context and performance trends of the business, providing a baseline for evaluating the potential impact of our recommendations.

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• POS Data Analysis: I analyzed the detailed Point-of-Sale data, examining metrics like net sales, discounts, average order value, labor costs, product demand by category (e.g., Acai Bowls, Smoothies), and sales patterns by time of day. This provided insights into operational efficiency and customer purchasing habits.

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• Data Visualization: As part of the analysis, I created various charts and graphs to visually display the findings from the social media, review, financial, and POS data analyses, making complex information easier for the team and client to understand.

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• Tools & Methods Used: Primarily Microsoft Excel and Google Sheets for data manipulation, analysis, and visualization. Manual qualitative analysis techniques for coding and categorizing online customer reviews. Review of data sourced from Instagram Analytics, Restaurant Guru, Yelp, POS reports (Toast), and Financial Statements.

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• Linkage/Enablement: My data analyses (reviews, social media, POS, financials) provided the critical evidence and insights upon which the entire team based its understanding of the core problems  and developed targeted solutions. The findings from my review analysis directly shaped the team's focus on addressing wait times and service perception. Social media analysis highlighted the need for localized targeting, influencing the design of later campaigns. Contributions to the recommendations and success metrics sections provided a data-driven foundation for the team's proposed future strategy for the client.

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Primary Client Questioning & Information Gathering

I took on the role of asking the majority of questions during interactions with the business owner, particularly during our key strategic meeting.
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• Tools & Methods Used: Direct verbal communication, structured questioning, and active listening during the meeting with the business owner.

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• Linkage/Enablement: Questioning was crucial for eliciting detailed information about the business operations, challenges, and the owner's perspective, which provided essential context for the team's analysis and ensured our recommendations were grounded in the client's reality. This direct information gathering supplemented the quantitative data analysis.

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Technology Recommendation & Adoption

I specifically recommended implementing a POS phone number tracking system. This recommendation was accepted and adopted by the business owner.
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• Tools & Methods Used: Verbal/Written recommendation based on analysis of customer wait time complaints and identification of gaps in customer data. Understanding of POS system capabilities (specifically Toast).

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• Linkage/Enablement: This specific recommendation directly led to one of the key tangible implementations delivered by the team. It addressed a documented customer pain point (wait times) and provided a mechanism for future marketing and customer tracking, aligning with the team's strategic goals.

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Significant Authoring of Strategic Sections​ 

A substantial portion of the content was generated for the 'Recommendation/Next Steps' and 'Deliverables' sections of the final report.

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• Tools & Methods Used: Synthesizing findings from my data analysis, strategic thinking, and technical writing within the context of the final report structure.

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• Linkage/Enablement: My contributions to these concluding sections helped translate the team's analytical findings into actionable, forward-looking strategies and measurable goals for the client. This ensured the project provided not just analysis but a clear roadmap for Vitality Bowls

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Overall Report Editing

Final editing on the group's report for clarity, consistency, and overall quality.

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• Tools & Methods Used: Proofreading, editing for clarity and flow, use of Word Processing Software.

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• Linkage/Enablement: This final quality check helped ensure the team's collective work and findings were presented professionally and effectively to the client and for the course requirements.​