Business Process Overview
- Check into visit and confirm location: Verify the field user’s presence at the correct location.
- Start ad hoc audit guide: Guide user to audit the correct items with a dynamic, logic driven process to capture stock check, merchandise review, promotion compliance, competitor threat and more.
- Complete Audit: Capture specific details related to the audit selected and items being checked.
- Capture supporting photo: Capture an image based on the type of audit being completed.
- Complete ad hoc guide: Finish the Guide & complete the visit, stopping the visit timer and sync new data captured to HQ
Supported Languages: 🇬🇧 🇵🇹 🇭🇷
This process is crucial for capturing real-time data on stock levels, merchandise placement, promotion compliance, and competitor activities. By guiding users through a dynamic, logic-driven process, it ensures that all relevant items are checked and documented. This approach enhances the accuracy and comprehensiveness of audits, enabling better decision-making and more responsive actions to market conditions.
1. Check Into Visit and Confirm Location
This step ensures that the field user is at the correct location before starting the audit.
- Log into the mobile application.
- Confirm the visit location via geolocation.
- Verify the presence at the specified customer site.
- Start the visit timer for tracking duration.
- Confirm the correct decision-maker or contact at the site.
2. Start Ad Hoc Audit Guide
This step initiates the dynamic, logic-driven process to audit relevant items.
- Access the ad hoc audit guide in the application.
- Select the type of audit to be performed (stock check, merchandise review, etc.).
- Follow the prompts to ensure all relevant items are audited.
- Adjust the audit process based on real-time findings.
- Capture initial observations and notes.
3. Complete Audit
This step involves capturing specific details related to the selected audit items.
- Enter detailed information about stock levels, merchandise placement, etc.
- Record compliance with promotions and display agreements.
- Note any competitor activity or presence.
- Capture data on out-of-stock items and potential issues.
- Ensure all relevant fields are completed accurately.
4. Capture Supporting Photo
This step involves taking a photo to support the audit findings.
- Use the mobile device to take a photo of the audit subject.
- Ensure the image is clear and includes necessary details.
- Add context or annotations to the photo if needed.
- Store the photo with the audit record in the application.
- Verify that the photo is correctly attached to the relevant audit entry.
5. Complete Ad Hoc Guide
This step finalizes the audit process and syncs the data to HQ.
- Review the audit entries for completeness and accuracy.
- Confirm that all required data and photos are captured.
- Stop the visit timer to mark the end of the audit.
- Sync the captured data with HQ for further analysis.
- Notify relevant stakeholders of the completed audit and findings.
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Click here to download the process flow and supporting guide. This download includes the flow that can be installed as an Aforza Guided process, along with all supporting materials to ensure successful implementation and adherence to best practices.