Point of sale audit
Mobile Collection
Monitor compliance and quality of execution in your network.
Description of the need
Our client is a retail chain with a network of stores spread across several regions. Management wanted to ensure that the chain's standards were correctly applied in each store: merchandising, product display, adherence to sales promotions, and compliance with promotional materials.
Until now, audits were conducted using paper forms or reports sent by email. This method made it difficult to consolidate results and monitor overall network performance.
The client was looking for a solution that would:
- To conduct standardized audits at points of sale
- To verify compliance with the brand's procedures and standards
- To easily collect information and photos in the field
- To compare performance between stores or regions
- To centralize the results in order to guide corrective actions
The objective: to improve in-store execution and ensure a consistent experience across the entire network.
Proposed solution
We have implemented a digital audit system allowing field teams to carry out their checks directly from a smartphone or tablet.
Auditors are provided with a structured questionnaire to evaluate different aspects of the point of sale:
- Merchandising compliance
- The implementation of commercial operations
- Product availability and presentation
- The visibility of promotional materials
- The general organization of the point of sale
Forms can incorporate different types of data:
- Multiple-choice questions or assessments
- Comments and observations
- Photos taken directly from the field
- Geolocation of the visit
The collected information is automatically centralized in an analysis platform that allows:
- Monitoring audit results by point of sale
- Comparing performance between stores or regions
- Identifying deviations from standards
- Monitoring the corrective actions implemented
Network managers thus have a clear view of in-store execution.
Special Features
The forms are designed to be simple and quick to complete in order to facilitate their use during field visits.
Dashboards allow you to:
- To visualize the compliance of the network's points of sale
- To identify the stores that require support
- To monitor the evolution of indicators over time
- To share the results with the field teams
This type of system allows brands to better manage their network and ensure consistent application of their standards.
Such solutions can also be deployed in franchise, concession or distributor networks wishing to improve the quality of execution at the point of sale.
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improving the compliance of points of sale with network standards
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speed in the reporting of field information
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discrepancies in execution between stores after the implementation of digital audits
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FAQ — Mobile data collection, field audits, and offline data
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On which devices does the solution work?
On iOS and Android smartphones and tablets, via a dedicated application, online or offline.
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Can the forms be customized?
Yes, with graphic charter, Word/Excel import, drag & drop and AI generation.
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What data can be collected?
Texts, photos, videos, GPS, annotations, notes, scores, field observations.
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Can the reports be automated?
Yes, the platform automatically generates actionable and structured reports.
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Is the solution secure?
Yes, the data is centralized and secure, in accordance with confidentiality standards.
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