The Compliantia Workflow

Compliantia implements an end-to-end, closed-loop compliance workflow.  This workflow allows the organization to find, address and follow-up on problem areas.  It works as follows:

Step 1: Create forms and checklists at head office.  Build forms using our web-based Form Builder (forms may also be built in Excel and uploaded).   Target specific stores, formats and/or users with specific forms, sections and items.

Step 2: Schedule the visit with an intuitive calendar-based interface.

Step 3: Conduct a “store visit” (aka evaluation or store walk), using the form(s) available and applicable to this location, user and visit date.  Compliantia features superior data collection capabilities.  Store visits can be done in real-time on any mobile device, laptop or tablet.   Store visits are aided by item descriptions, best practice pictures and attachments.  Our system is store-list and organizational-hierarchy aware so if a district manager is affiliated with 12 stores, this district manager may only do visits and run reports against these 12 stores.

Step 4: Generate the action plan.  The action plan is automatically generated by extracting all non-compliant items from the visit.  The action plan allows the district manager to assign a user and target date to each problem area.  District managers and owners/franchisees/managers are able to enter and view each other’s notes thus making problem resolution collaborative.

Step 5: Track and follow-up.  Compliantia has built-in monitoring for “outstanding” tasks.  At any given time, anyone may log-in (system may also send email notifications) to check what has and hasn’t been done.  This results in significant savings to the organization.  A Compliantia retail audit saves the organization 125 minutes and  $73.11.

Step 6: Report, refine, repeat.  Compliantia features advanced real-time reporting, Key Performance Indicators and analytics every step of the way.  Our reports and modules, many of them visual and interactive, allow everyone within the organization (subject to store list affiliation) to know where strengths and weaknesses exist.  Spot trends, average scores, worst and best performers, and much more.  With this information, the organization can further tune the form(s) and repeat the cycle of compliance.

Compliantia is web and mobile software as a service for retail compliance and performance including retail audits and task management.