Quick Retail Audits

for Retail Performance Management

Quick Retail Audits: How does it work?

Define, Deploy, Decide

Define, Deploy, Decide Define Deploy Decide Flowfinity® Audits makes designing and deploying your retail audit surveys quick and easy while automatically producing powerful reports that are generated immediately following routine retail audits.  Our Retail Performance Management solutions are completely customizable for standard retail audits, special sales campaigns or emergency recall reporting.  The surveys are easy to get up and running and don’t require any programming or technical knowledge.  Simply:

  1. Define the questions and response types
  2. Deploy to smartphones for the field to conduct the audits
  3. and Decide if any action is needed to improve product and brand performance at the shelf immediately following a retail audit

Defining new audits or modifying existing ones is quick with the campaign manager.  The built-in campaign manager is designed to walk you through the process of inputting high-level questions like store appearance, and detailed product and competitor-related questions.

Define

  • Multiple products and product categories can be audited in the same retail survey which makes it faster for your retail auditors and more insightful for business managers.
  • Various response types make it easy for auditors to fill-in while reducing input error.
  • Standardized items like banners, regions, and stores can be imported from an excel CSV file allowing new audits to be created with minimal effort.
  • Flexibility to assign users different permissions based on their job roles ensures a smooth deployment throughout the retail channels.

Deploying new audit campaigns has never been easier as surveys are instantly pushed through to smartphones with just one click.   Auditors don’t need to do a thing to aquire the surveys - they will automatically appear on their smartphones within seconds!

Deploy

  • The surveys can be populated and submitted anytime, anywhere even when outside of cellular coverage. 
  • The campaign manager allows you to add and remove different campaigns ensuring the correct survey form is always used by the auditors. 
  • The time required to fill in and submit the surveys is reduced allowing more audits to be completed.
  • The smartphone allows auditors to be more discreet when auditing a store. 
  • Web-based survey forms are automatically created when a new campaign is published.

Flowfinity® Audits compiles the surveys and generates both detailed and summary level reports automatically and instantly without any programming or technical knowledge required.  These reports provide timely visibility into the information managers need to make decisions at the shelf-level.

Decide

  • Real-time email alerts for critical situations enable managers to act immediately to deal with a crisis as soon as the information is reported.
  • Summary Reports show product and brand performance throughout the overall retail channel and are effective for executive reporting and highlighting trends. Built-in filters enable for top-down views into specific regions, banners, or products to highlight any performance issues that may exist.
  • Detail Reports give a bottom-up view of the results and show the specific responses to each question that can pin-point red flags or zero in on trends and discrepancies that otherwise could be missed in the summary reports.  These reports are more for the day-to-day business manager needing to influence product and brand performance on the shelves.      
  • Usage Reports are also automatically generated for operations and sales management purposes to highlight efficiencies, show individual performance, status of campaign deployment and estimate future campaign deployment timelines.

Back to top back to top

<< Previous: Why is it important? Next: Case Studies >>

Next Steps

Video

Flowfinity Audits for Retail Performance Management

Flowfinity® Audits for Retail Performance Management video

 

Process Overview

How it works: Define. Deploy. Decide. How Flowfinity Audits for Retail Performance Management works

Click on Process Diagram to view full size graphic.

iPad Solution

Click on Image to view PDF.