Case Studies

Rebuilding Trust Through Business-Led Technology Evaluation

2 minute read

EXECUTIVE SUMMARY: A leading food service management company faced mounting inefficiencies and food waste after a failed back-of-house (BoH) technology rollout. Catena Solutions was brought in to reset the strategy, bridging operations and IT, leading a business-first technology evaluation, and restoring trust in digital tools. The result: engaged users, aligned systems, and a renewed belief in the power of the right technology.

coworkers looking at laptop in warehouse

The Challenge: A System That Fell Short

The company had previously implemented a BoH technology solution to manage recipes, menus, procurement, and inventory. However, the system did not deliver a return on investment due to low adoption, limited alignment with day-to-day operations, and insufficient implementation planning.

As a result, staff reverted to manual processes, which led to operational inefficiencies and increased food waste. Key pain points included:

  • Disconnected processes between menu planning, procurement, and inventory
  • Limited visibility leading to excess waste and poor planning
  • Low user satisfaction and engagement
  • Gaps in business-led technology selection experience

The organization recognized the need for a more strategic and collaborative approach to technology evaluation, especially one that prioritized operational realities and end-user needs.

The Solution: A Structured, Business-First Evaluation

Catena Solutions was engaged to lead a comprehensive technology evaluation and selection process that aligned operations and IT around a shared vision. The engagement focused on ensuring the selected solution addressed business requirements, improved usability, and enabled long-term success.

Key activities and deliverables included:

  • Requirements Gathering: Conducted site visits and SME interviews to capture critical operational needs
  • Scoping & Requirements Document: Prioritized functional requirements across multiple business areas
  • RFP Development: Created a robust RFP framework and finalized vendor selection criteria
  • Vendor Shortlist: Identified top candidates based on initial evaluations
  • Demo Script & Scorecards: Developed standardized demo scenarios and blind scoring templates
  • Evaluation Process: Facilitated evaluation demos, collected scores, and consolidated feedback
  • Implementation Planning: Outlined a phased, waterfall-style plan with resource needs and timelines
  • Process Design: Drafted and refined process maps for recipe management
  • Governance & Communication: Led weekly updates, stakeholder workshops, and steering committee reviews
  • Strategic Contributions: Identified opportunities for process improvement and data cleanup

Our team’s experience with large-scale food service and logistics organizations ensured the evaluation balanced strategic planning with operational realities.

“I could not be more pleased with the value you’ve added on this front; I wish we had talked to you two years ago.” – Senior Operations Executive

The Benefit: Improved Alignment & Confidence in Technology

The engagement resulted in clear alignment between business users and IT, stronger governance, and renewed confidence in technology as an enabler of operational efficiency. Benefits included:

Stronger collaboration and alignment between business users and IT
Renewed confidence in technology and user adoption across all sites
Streamlined procurement, menu planning, and inventory workflows
Clear governance model for future technology initiatives
Reduced food waste and improved operational efficiency

Does your organization need help getting the most our of your systems? Contact us to discuss how Catena Solutions can help.

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