Socratic delivers insights needed for restaurant strategy and can improve brand equity with unique approaches and a full range of research services.

New Item Screening

Screen new menu items to eliminate the ideas with limited consumer interest and identify the ideas that can drive traffic and minimize cannibalization of existing items.

  • Quick Turn Concept Testing Program for budget-friendly & fast turnaround testing (Reference) (Video)
  • Online Concept Dashboard to create institutional memory on concept testing and to build decision-making benchmarks (Video)
  • Socratic ProductExhibitor SM to help consumer visualize new menu items & offerings (Video

Menu Optimization

Concept testing and choice-based designs to identify the menu items that are most likely to drive incremental traffic as regular menu items and seasonal / promotional items. 

  • Socratic’s approach to concept testing gives flexibility to test almost any asset, concept, and visual (Reference) (Video
  • Socratic Concept Highlighter SM to isolate concept drivers & barriers (Video
  • Conjoint, Adaptive Conjoint, Discrete Choice to identify combinations of features & levels that optimize an offering (Reference)
  • TURF & Socratic NCURA SM to identify the combination of menu items & ingredients that maximizes interest to the broadest audience (Video
  • Multi-Response MaxDiff to prioritize lists of menu items & ingredients (Reference

Menu / Menu Board Design

Evaluate menu & menu board designs that promote upsell, cross-sell, and high margin items.

  • Menu-based conjoint & Socratic Configurator Analysis SM to provide context, visualization, and interaction in a more natural choice-based exercise (Video)
  • 360⁰ environments as another option to provide context, visualization, and interaction (Video)
  • Experimental design & Socratic Concept Highlighter SM exercises to measure the impact of changes to interest and ordering preferences (Video)
Menuboard Optimization
message testing

Messaging & Promotion Testing

Concept testing to identify promotions that have the highest potential to drive traffic.

  • Quick Turn Concept Testing Program for budget-friendly & fast turnaround testing (Reference) (Video)
  • TURF & Socratic NCURA SM to identify the combination of messages & promotional ideas that maximizes interest to the broadest audience (Video
  • Multi-Response MaxDiff to prioritize lists of messages & promotional ideas (Reference)

Customer Experience

Customer experiences are the foundation to brand opinions, which in turn lead to action outcomes.  Socratic offers unique approaches to eliciting customer experience stories.  Socratic then applies Advanced Text Science & Modeling to identify the brand experiences that best drive positive branding moments.

  • Video & Audio capture within surveys to allow customers to more naturally tell stories about their brand experiences (Video
  • Advanced Text Science that uses AI & machine-learning algorithms to:
    1. reveal dominant themes in unstructured, open-end datasets
    2. identify the relative importance of words and their strength of association based on language context.
  • Bayesian Driver Modeling to identify the words & phrases in brand stories that are tied to desired outcomes (e.g., top-of-mind visit intent, recommendations).
Darden Case Study Image

Customer Communities

Socratic builds branded communities to support regular feedback through online quantitative & qualitative feedback on focused learning labs (e.g., taking an idea from creation through concept development) or more general & varied topics (e.g., reactions to promotions, menus, new item screening, etc.).

  • To date, Socratic has built over 300 custom panels & communities 
  • Our internal development staff builds custom features & functionality to meet the unique needs of each client
  • Our systems are scalable & meet the most stringent security & reliability requirements set by our financial services clients

Brand Health Tracking

Socratic offers a unique enhancement on brand health evaluation & tracking.  Whereas traditional brand tracking programs take a snapshot of the current marketplace and associated metrics, Socratic’s approach creates a strategy loop that informs positioning opportunities and long-term strategy.

  • Socratic Brand Power Rating TM to assess overall strength of brand in a competitive context (Reference
  • Socratic Brand Mapping to understand how the brand is perceive and where the brand stands relative to the competition (Video
  • Combination of Advanced Text Science & Bayesian Driver Modeling to collect qualitative-type feedback on brand perceptions and most-desired benefits.  Our advanced approaches to text analytics and modeling then reveal the white-space positioning opportunities that:
    1. identify benefits that brands are not currently focused
    2. find the benefits that drive desired outcomes (e.g., top-of-mind visit intent, recommendations) 


We are proud to be client-partners with many brands in the restaurant and hospitality industry. Socratic has been recognized as thought leaders and valued advisors in many of the industry sectors including.

Dine In Restaurants

Fast Casual Dining

Quick Service Restaurants

Hotel Chains

Restaurant and Hospitality Management Groups

of Experience
Research Projects
Average Per Client
Companies and Organizations
we have worked with since 2010
Are Ranked on Fortune 500


Using insights from our research creates confidence in the strategy by using customer feedback to influence decision-making.


Read About Real Examples

Of Our Solutions

restaurant loyalty communities

Case Study: Darden Loyalty Communities

Learn how Socratic builds and manages loyalty communities for several of Darden’s leading restaurant brands to gain insights and conduct research.

Chick-fil-A storefront

Case Study: Innovate Chick-fil-A's Menu

Using Socratic’s Configurator Analysis℠ Chick-fil-A identified variations on its chargrilled chicken sandwiches for menu optimization.


To Learn


Send Us A Message If You Would Like To Find Out More About How We Can Help You With Your Research Needs.

Setting Insights Higher

Socratic Technologies is a research-based consultancy that drives strategy and lifts brands. We believer in delivering high-touch client experiences as a cornerstone to providing irreplaceable value.

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