July 2025 Release Updates[Latest Release]

Enhanced: Data Analyst Agent Catalog in Frannie AI

AI-Powered Insights Across Your Franchise Ecosystem

Introducing the new Analyst Agent Catalog in Frannie—a suite of AI-powered agents built to deliver real-time, conversational insights across all major areas of your franchise operations. These agents help you uncover trends, monitor performance, and make smarter, data-driven decisions.

Why Use the Analyst Agent Catalog?

• Generate a unified view of franchise pipeline and performance
• Identify gaps and strengths across departments
• Get instant narrative and visual insights tailored to your business

Meet Your Analyst Agents:

• Sales: Lead volume, quality, and pipeline activity
• Foundation: Store openings and location management via Opener and Info Manager

To Get Started:

1. Open Frannie AI from the main menu
2. Select an Analyst Agent aligned with your goals
3. Ask a question to receive actionable, real-time insights

New: Incident Reporting Dashboard in Analytics

Monitor Safety and Compliance Trends Across Locations

Now available in the FranConnect Analytics Catalog, the new Incident Reporting dashboard provides a consolidated view of incidents across your franchise network—helping teams better understand risk exposure and track resolution activity over time.

Key Updates Include:

• Incident Summary: View total incidents by type—Hazard, Near Miss, Maintenance, and Observation
• Flexible Filtering: Filter by status, form name, schedule date, or completion date
• Response Breakdown: Analyze answers to key safety and audit questions
• Detailed Table View: Review incident data by unit, form type, and completion status, including Non-compliance and Follow Up cases

To Get Started:

• Go to Analytics > Operate > Incident Reporting
• Apply filters to narrow your analysis
• Use the dashboard to identify patterns and support compliance improvements

New: Location Not Visited Dashboard in Analytics

Identify Gaps in Field Engagement and Operational Coverage

A new dashboard in the FranConnect Analytics Catalog helps you pinpoint franchise locations that have not received a recent site visit. This enables field leaders to prioritize outreach, improve visit coverage, and close follow-up gaps across regions and FBCs.

Key Updates Include:

• Location Count: View total number of locations without recent visits
• FBC Breakdown: See counts by Field Business Consultant (FBC) for accountability and follow-up
• Detailed Location Table: Drill down by Unit, Owner, Region, and FBC
• Flexible Filtering: Filter by Visit Form, Division, Region, Time Period, Visit Type, and Visit Subtype

To Get Started:

• Navigate to Analytics > Operate > Site Visits > Location Not Visited
• Apply filters to analyze which locations have not been visited within a selected timeframe
• Use the breakdown to inform visit planning and outreach efforts

New: Days in Status View for Franchise Leads Activity Analytics

Track Stalled Leads and Improve Pipeline Velocity

Now available in the Lead Activity dashboard, the new Days in Status view helps franchise development teams identify leads that are stuck in early stages and take action to improve follow-up and conversion rates.

Key Updates Include:

• Status Duration Visibility: See how long each lead has remained in its current status (e.g., New Lead, Contacted)
• Touchpoint Context: View the number of interactions per lead alongside their inactivity duration
• Prioritization Tool: Quickly spot aging leads and focus outreach on high-risk prospects

To Get Started:

1. Navigate to Analytics > Develop > Lead Activity > Days in Status View
2. Use the table to filter by status, lead owner, or division
3. Identify leads with long durations and take follow-up actions directly in FranConnect Sales

Access Analytics via the FranConnect Analytics App

Dedicated Mobile Experience for Data-Driven Teams

Analytics dashboards are now accessible exclusively through the FranConnect Analytics App, which is purpose-built for viewing performance metrics and trends on the go. This change helps streamline the core FranConnect Mobile App for operational workflows, while offering focused access to analytics in a separate app.

Key Updates Include:

• FranConnect Analytics App: Continue using this app to access all dashboards from your mobile device
• Streamlined Experience: The main FranConnect Mobile App now centers around tasks, visits, and communications
• Seamless Transition: No updates are required to your login credentials, data, or permissions

User Impact:

• Use the FranConnect Analytics App for mobile dashboard access
• Continue using the FranConnect Mobile App for day-to-day operational needs

To Get Started:

• Download or open the FranConnect Analytics App on your mobile device
• Log in with your existing FranConnect credentials

Inline Editing for Reference Date in Opener

Streamline Data Updates Across Multiple Locations

Save time and reduce clicks with inline editing for the Reference Dates in the Opener module. Users can now update dates directly from their custom views, eliminating the need to open individual location records.

To Get Started:

1. Navigate to Opener > Custom View
2. Include the Reference Dates as columns
3. Click directly in the field to make changes
4. Updates are validated and saved in real time

Transition to New Store Summary

A centralized Store Summary provides a unified view of franchisee, corporate, and development locations for easier tracking.

• Unified Location Management – View all location types in one place.
• Lifecycle Stage Tracking – Monitor progress across stages like In Development, Active, and Terminated.
• Improved Reporting Structure – Cleaner data and simplified navigation.

To Get Started:

• Navigate to Information Manager > Store Summary
• Use lifecycle tabs to review and filter location data
• Reminder: Migrate to the new Store Summary by October 2025 for uninterrupted access

Consultant and Date Filters on Operations Overview

Gain Targeted Insights with New Global Filters

You can now filter the Operations Overview page by Consultant and choose from expanded date range options, making it easier to analyze performance and activity across key metrics.

Key Updates Include:

• Consultant Filter: New dropdown allows filtering widgets by specific Consultant
• Enhanced Date Filter: New options include On, Before, After, Between, This Month, Last Month, Current Year, and Last Year
• Global Application: Filters apply across In Progress, Overdue, To Do, Snapshot, and Activity widgets

To Get Started:

1. Go to Operations > Overview
2. Use the Global Filter Bar to select a Consultant and Date Range

Auto-Assign Playbooks and Tasks by Segment and Unit

Ensure the Right Playbooks and Tasks Reach the Right People - Automatically

We've streamlined two key enhancements into a unified automation experience. Now, playbooks assigned to segments automatically reach new locations, and tasks within those playbooks automatically reach the right team members—based on unit association.

Key Updates Include:

Segment-Based Playbook Assignment

• Automatic Assignment: New and existing locations added to a segment will be auto-assigned all playbooks linked to that segment

• Segment Coverage: Works with both static and smart segments

• Continuous Monitoring: System automatically applies playbooks as locations are added to the segment

Unit-Based Task Auto-Assignment

• Automatic Assignment: When assigning a team to a playbook, any team member associated with the target unit will be auto-assigned the task

• Unit-Based Logic: Only users linked to the unit tied to the playbook will receive the task; others will be skipped

To Get Started:

Segment-Based Playbook Assignment

1. Create a Unit Playbook

2. Go to Information Manager > Segments

3. Apply the playbook to your chosen segment

4. Add a location (new or existing) to that segment to trigger automatic assignment

Note: Playbooks assigned directly to units from the Playbooks page will not update when units are added to segments. Use the Segments page for auto-assignment functionality.

Unit-Based Task Assignment

1. Create a Static or Smart Team with users assigned to specific units

2. Create a Unit Playbook and assign the team to tasks

3. Launch the playbook and verify that only unit-matched employees receive task assignments

Introducing Operations 2.0

FranConnect is excited to introduce a major user experience update for the Operations Module. This update will provide significant improvements to the overall user experience and introduce new functionality. Your organization can try this new experience early by reaching out to our customer success team starting in May 2025.

• UX Redesign – Comprehensive redesign of the UI including a new navigation menu, filters, column options, and reports.
• Quick Action Cards – Action cards to highlight upcoming tasks and visits.
• New Visit Types – Inspections and Business Reviews.
• Self-Assessments – Ability for a franchisee to conduct a self-assessment of their unit or performance.
• Templates – New templates for visit forms available through the Library.
• Playbook Tracker – New tracker to manage Playbook progress, notifications, tasks, and information feed.

To Get Started:

• Notify your customer success team that you would like early access to this new functionality
• Use the new Operations 2.0 module alongside the existing Operations module
• The module will be enabled for all customers in August 2025

Updated Login Page UI for RizePoint

Consistent Branding Across FranConnect and RizePoint

The RizePoint login page now features a refreshed design aligned with FranConnect’s branding. This update enhances visual consistency across platforms while maintaining all existing functionality and customizations.

Key Updates Include:

• Updated UI: Login screen now matches FranConnect branding and design
• No URL Changes: Continue using your existing RizePoint login URL
• No Credential Changes: Username and password remain the same
• SSO Compatible: No changes required for Single Sign-On users
• Preserved Customization: Existing logos and login messages will remain

To Get Started:

1. Navigate to your usual RizePoint login URL
2. Sign in with your existing username and password

Automate QBO Data Imports and COA Mapping Alerts

Ensure Timely Financial Data with Less Manual Effort

Franchisors can now schedule automatic data imports from QuickBooks Online (QBO), helping ensure complete and timely Sales and P&L reporting—even when franchisees forget to import data manually. The system also provides alerts when Chart of Accounts (COA) mapping issues occur.

Key Updates Include:

• Auto-Import Configuration: Set the QBO data import frequency as follows:
  • For Sales Reports: Daily, Weekly, Biweekly (every 15 days), or Monthly
  • For P&L Reports: Monthly only
• Franchisee Notifications: Alerts sent if COA mapping changes cause import failures
• Franchisor Alerts: Receive notifications when COA mappings change
• Import Logs: All import attempts—successful or failed—are logged for transparency

User Impact:

• Franchisors no longer rely on franchisees to manually import data
• Helps maintain complete, up-to-date Sales and P&L reports
• Users are proactively notified if action is required

To Get Started:

1. Go to Admin > Royalty Manager > Setup Preferences
2. Configure the QBO auto-import frequency separately for Sales and P&L
3. The system will auto-pull the latest data and notify users of any issues

Note: To enable this feature, email helpdesk@franconnect.com 

Other Updates

Brand-Specific User Emails by Division

FranConnect now supports Division-level configuration of key user account emails, enabling customized branding for organizations with multiple brands.

Key Updates Include:

• Custom email templates per Division for:
  • Welcome Email
  • OTP (One-Time Password)
  • Password Reset
  • Password Expiry Notification
• Users in a single Division receive that brand’s email template
• Users in multiple Divisions receive the Parent Company template
• All customers will automatically transition to the new email design

To Get Started:
Admins can configure templates by Division to ensure consistent brand-aligned communication.

Learn More 

Multi-Select Franchise ID in People Module

Users can now select multiple franchise locations when entering data in the People profile tabs—streamlining updates for multi-unit owners and improving data consistency.

To Get Started:
Go to Info Manager > People, and use the multi-select Franchise ID dropdown to apply entries (e.g., insurance details) across multiple locations.

Standardized Reason Field for Adjustments in Royalty Manager

Add a Reason dropdown to adjustments and audits in Invoiced Sales Reports for improved consistency and audit tracking. Options are customer-specific and appear on the invoice detail and PDF.

To Get Started:
Go to Invoiced Sales Report > Enter Adjustments/Audits and select a reason before submitting.

Note: To enable this feature, email helpdesk@franconnect.com 

Restriction on Future-Dated Opening Dates

When moving a location from In-Development to Active, users can no longer enter a future Opening Date - ensuring accurate lifecycle transitions.

To Get Started:
Go to Information Manager > Store Details, and update the lifecycle stage to Active. The Opening Date must be today or earlier.

Note: To enable this feature, email helpdesk@franconnect.com 

New Configuration for Activity Unlock Behavior

Admins can now control whether an activity unlocks after a status change or if the status changes after the activity unlocks, providing greater flexibility in managing candidate workflows.

To Get Started:
Go to Admin > Sales > Manage Candidate Portal > Activity Status, and use the new toggle under Map Status with an Activity to select your preferred behavior.

Note: To enable this feature, email helpdesk@franconnect.com 

New User Interface for RizePoint Mobile Auditor

RizePoint is excited to be part of the FranConnect family and is committed to delivering the best-in-class experience for your auditors. Part of this commitment is upgrading the user interface for Mobile Auditor. In this update you will see enhanced ease of use and alignment with the look and feel of the FranConnect family of products.

You can find an overview of the new UI on our help page here.