The Compliant IA Workflow

Compliant IA implements an end-to-end, closed-loop store execution workflow. It you want to validate brand standards or “make it happen” at store level, Compliant IA is for you. Let’s dive in on key steps of of a common workflow for a retail organization.

Step 1: Build checklist(s) at head-office

Build forms using the system’s web-based Form Builder or build them in Excel and upload. You can build your own forms or clone a form from the system’s “public” library of common forms. Target specific stores, formats and/or users with specific forms, sections and items if needed. Illustrate items with best-practice pictures and include attachments.

Checklists for store operations.

Step 2: Schedule visit(s) to location(s) with the calendar

Schedule the visit, send notifications (subject to whether the visit is announced to the store or a “surprise” visit). Export the scheduled visit to Outlook if needed.

Step 3: Conduct a visit

The system features superior data collection capabilities. Store visits can be conducted in real-time or offline on any mobile device, laptop or tablet. Store visits are aided by geo-location and geo-fencing, item descriptions, best practice pictures and attachments. The system is store-list and hierarchy aware so if a district manager is affiliated with 30 stores, this district manager may only visit and run reports against these 30 stores.

District manager retail audit in a store with a tablet

Step 4: Create an 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: sign-off the visit

The system allows the brand to designate users who are allowed to “sign off” on the visit on a form by form basis. This provides a record of integrity and locks the visit from further edits.

Step 6: Track and follow-up

The system 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 Compliant IA retail audit saves the organization over 2 hours and $84.

Step 7: Report, refine, repeat

The system features advanced real-time reporting, Key Performance Indicators and analytics every step of the way.  The 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.

One More Thing...

Winning brands execute their way to success. This is why Compliant IA makes site execution easy with checklists, tasks, action plans and corrective actions.

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