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Our clients in this industry
How BI can leverage a franchise network
Valuable data-based insights to improve decision-making, optimize operations and strengthen the relationship between the franchisor and franchisees. Check out practical examples of solutions, indicators and dashboards for the area:
Unit performance
Access dashboards that consolidate the performance of all the franchise units. Easily view important KPIs such as turnover per unit and conversion rates. Identify good practices within the network that can be replicated in other units.
Equal case
With the equal project, the Mormaii studio network - which previously had a network report with monthly updates and old data - now has access to a dynamic dashboard with daily updates and a view of all the units in a single location.
Expansion support
By identifying the profile of the end customer, we feed platforms with georeferenced data to find locations with potential to open new franchises. We support the assessment of new franchisees by cross-referencing candidate data with those already operating successfully.
Equal case
We integrate various data sources automatically, minimizing errors and speeding up information analysis. In the client's words: "With BI we have access to indicators that we couldn't cross-check manually" - William Melilli, Mormaii Franquias
Customer Experience
Dashboards can help analyze customer behavior and support the creation of strategies to improve the experience and increase retention, especially for service franchises. See indicators: churn rate (cancellations) and NPS per unit.
Equal case
The Mormaii studio network's technical manager dashboard was created with indicators related to the students' training objectives, to assess whether the client is achieving their goals and allow the teacher to improve the training according to the student's needs.
Operations and Logistics
For retail franchises, it is possible to think about stock management and the needs of each unit. Dashboards can be offered to franchisees as a management support tool and thus become a differentiator for the franchisor.
Equal case
1) network panelsfor the franchisor, for unit management and expansion;
2) panels for the unitswith limited access to data from that administration.
What your franchise network gains from investing in data
Data-driven decisions
BI transforms raw data into strategic information, enabling more assertive decisions at all levels of the organization. A BI dashboard can compare the performance of each unit, highlighting the most profitable ones and those that need support, such as units with a low average ticket or a high drop-out rate.
Growth opportunities
With BI, franchises can identify patterns and trends to drive growth. Dashboards can highlight which products or services are in greatest demand. A network of language schools, using BI, could, for example, notice that demand for online courses is growing in a specific region and increase the offer of timetables.
Operational efficiency
BI helps optimize processes, reducing costs and waste throughout the operation. A dashboard can predict demand based on historical data, adjusting stocks and reducing costs. Example: a chain of coffee shops uses BI to monitor bean stocks, thereby reducing transportation costs and wasting products that are close to expiry date.
Relationship with franchisees
Transparent data strengthens trust between franchisor and franchisees, promoting a more collaborative relationship. The franchise network can, for example, share good management practices between units to use BI; identify problems in the dashboards and offer support to the units before they affect the operation.
What our customers say
The question is not which tool to use. It’s which decision needs to improve.
Dilson Mendes
VP of Product and Technology at ABC Evo
Dilson Mendes
VP of Product and Technology at ABC Evo
“equal has been a very important strategic partner in the expansion of our products since the end of 2023. They supported us throughout the implementation of the Insights solution and remain our choice for platform maintenance and the creation of new dashboards and reports. Together, we are offering the market the best data analysis solution in the fitness industry.”
William Melilli
Founding partner and expansion director of Mormaii Franquias
William Melilli
Founding partner and expansion director of Mormaii Franquias
" equal has a team of committed, qualified professionals, with the skills to work at any level, from small companies to multinationals. At Mormaii Franchising, the Equal team is always working proactively, seeking to help us with data analysis so that we can advance in business intelligence. Managing without data is working on guesswork and nowadays there is no way for a company that wants to be successful and competitive to work this way."
Jose Miguel Ruiz Cortés
Sr. Software Engineering Manager at Glofox
Jose Miguel Ruiz Cortés
Sr. Software Engineering Manager at Glofox
“You are not just a team or a company that delivers Power BI dashboards, but also good listeners, willing to learn mutually. This is great because it shows that you don’t follow a rigid script but are open to adapting and considering other options based on feedback. This collaboration is something amazing to see.”
A customized data solution for your business
Make an appointment and understand the advantages of our Strategic Consulting for your organization
equal in numbers
Our cases
ABC Glofox
How ABC Glofox invested in the Business Intelligence functionality of its platform to create a new source of revenue and improve customer loyalty
Mormaii
How the Mormaii Integrated Studios network gained agility and efficiency in management and strategic decision-making by investing in Business Intelligence
Frequently asked questions
What is BI and how can it be applied to franchise networks?
BI (Business Intelligence) is the process of collecting, organizing, analyzing and visualizing data to aid decision-making. In franchise networks, it is applied to monitor unit performance, optimize operations, plan expansions, understand consumer behaviour and improve communication between franchisor and franchisees.
What are the main benefits of BI for franchises?
- Monitoring: allows continuous monitoring of important metrics such as sales, stock and retention.
- More assertive decisions: based on concrete data and not on assumptions.
- Identifying growth opportunities: through market analysis and unit performance.
- Operational efficiency: reduces costs and optimizes logistics and stock processes.
- Transparency with franchisees: clear reports strengthen relationships and strategic alignment.
- Improved customer retention: insights help personalize experiences and reduce churn.
What are the important indicators to monitor in a franchise network?
- Billing per unit.
- Average ticket and parts per service.
- Conversion rate of leads into sales.
- Customer retention and churn rate.
- Turnover and stock levels.
- Return on investment (ROI) of marketing campaigns.
- Net Promoter Score (NPS) to measure customer satisfaction.
How does BI help to expand the franchise network?
BI consolidates geographical, economic and market data to identify strategic regions for expansion. It analyzes factors such as:
- Local market demand.
- Competition in the area.
- Purchasing power of the target audience.
- Success rates in similar locations.
- For example, a restaurant chain can use BI to choose a new neighborhood with a high population density and low competition in the segment.
How does BI improve the relationship between franchisor and franchisees?
BI promotes transparency and alignment when delivering:
- Personalized reports on the performance of each unit.
- Comparisons with the network average, helping franchisees to identify areas for improvement.
- Clear data to justify strategic decisions, such as changes in marketing campaigns or pricing policies.
- Ranking panels and gamification to encourage better results.
Is it difficult to implement BI in a franchise network?
Implementation may seem complex, but with the right partner, the process becomes simpler. BI requires integrating systems (such as ERPs, CRMs and point-of-sale systems); defining relevant KPIs; and training so that managers and franchisees understand and use the insights correctly. Many modern BI tools are intuitive and accessible, making them easy to use on a daily basis. And with a specialist BI consultancy with experience in franchise networks, you can implement a solution aligned with the specific needs of your business.
Can small and medium-sized networks benefit from BI?
Yes, even small networks can use BI to optimize processes, understand their audience and scale more efficiently. Affordable and customizable tools make BI viable for smaller businesses, helping them to grow with more solidity and planning.
Are BI tools safe?
Yes, BI tools have advanced security protocols, such as data encryption and permission-based access controls.
What is the cost of implementing BI in a franchise network?
The investment varies according to the scope of the project and the specific needs of the company. We offer a personalized proposal after the initial analysis.
How can I get in touch to find out more about your consultancy services?
You can contact us via our contact form, email or Whatsapp available on the page. We are happy to discuss your needs and how we can help.
