Process adds a range of automated and intelligent applications, including the ability to complete Store/Site Audits, capture Accidents & Incidents and undertake Daily Checks, Petty Cash Management and Sundries Ordering. In addition, the module provides visible compliance, workflow escalation and budget management, each adhering to legal or procedural requirements.
Discover more about each module by selecting from the tabs below:
The Site Visits module provides the ability to compare different locations against the same criteria, automatically creating corrective actions during the visit as required (which automatically appear as tasks within their site planner). Site visits also allow businesses to create actionable questions and monitor this post-visit. Fully configurable, the module enables users to define different types and styles of visits.
In addition, a full audit trail is available, with all data being available for presentation and ranking within a KPI/League table by location and visit type.
The Site Audits module covers a range of topics and tasks that require checking and auditing regularly, including health and safety checks and fridge temperature checks.
For example, when an Area Manager visits an individual site, they can analyse the complete history of records and results or view them from head office to determine whether additional training or support is required to address any shortfalls or areas of risk.
The Risk assessment module enables users to answer a series of questions based on how they score against a scoring matrix that indicates the risk and probability of any set hazard. Values can be highlighted in Red, Amber or Green with remedial actions required.
Risk assessments can be sent to sites as Tasks for completion (with a link to the relevant evaluation being set within the task). All elements of the Risk Assessment module are configurable.
If there is an accident onsite, this module ensures that all details are recorded and that RIDDOR rules are complied with.
If there is an incident onsite you can use this module to ensure that all details are recorded and reported to the relevant team at Head Office or in the Field.
Click & Collect
The Click & Collect module manages customer orders at the store and ensures they are automatically notified by text/email when their order is ready to collect. By integrating into the store planner, store teams can see what orders are coming and can update the task as goods are made ready for collection.
The Date checking module enables businesses to ensure best before/sell-by dates are captured and flagged to staff to reduce or remove items from sale that are approaching (or have passed) their expiry dates.
Simple to use and highly effective at reducing known shrinkage, the Date checking module provides evidence and due diligence that date-coded products are correctly merchandised, rotated and sold through effectively.
The Equipment Checks module is designed to ensure all ‘Business as usual’ checks are completed as and when needed (be this daily or hourly) and is ideally suited to environments where failure can result in operational issues, dissatisfied customers, and potentially costly fines.
This module ensures your Business remains compliant by covering everything from fridge temperature to fire extinguisher to weights and measure scale checks.
The Expenses module controls and manages the payment of petty cash claims. Multiple petty cash types with configurable rules guide the user from creating a claim through to approval and authorisation based on value thresholds.
The Management tracking module allows businesses to know where key management users are at any given time. Each manager enters where they will be on any given day as part of their weekly planning. This information can then be displayed on a calendar within Unified Comms. Additionally, the information can be used to analyse where field teams spend their time in relation to their offices or home locations (i.e. is the team member always closest to home on a Friday afternoon!)
The sundries ordering module is designed to manage the procurement of items generally not for resale (i.e. Till rolls, Printer Paper, Uniforms, Carrier Bags etc.).
With an automated extract created for suppliers, orders can first be set for further approval/cross-referencing against budgets/max order limits before being passed on for fulfilment by suppliers.
The Helpdesk Module enables users to raise support tickets for all issues, ranging from IT to Operations to Finance and HR, with each support ticket automatically assigned to the right team.
Completely configurable, users can create forms for sub-types of helpdesk issues as well as set different Service Level Agreements depending on the severity and issue type. In addition, users can raise, track and close support tickets and assign tickets to teams or individuals.
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