Business Process Library - Aforza

Aforza’s Business Process Library

Discover & implement industry-leading business processes for the consumer products sector, tailored by role and ready for seamless integration into your Aforza environment.

Business Processes

Explore our best practice processes by persona, solution, format & language

Welcome to the Aforza Business Process Library.

This is a ground-breaking collection of best practice processes set to revolutionise how industry leaders in Consumer Products transform their front office operations and implement change better, faster and cheaper.

Built using the Aforza Guides capability, you can browse the collection of processes by persona, solution area, format and language, download them and immediately load them into your Aforza environment. These best practice process flows are designed for execution in the field, even when offline.

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Sales Execution

Perfect Pour with Aforza Vertical AI (Ava)

Aforza Vertical AI (Ava) ensures optimal drink presentation by assessing pour quality against established criteria and scheduling necessary actions to maintain brand standards.

Supported Languages: 🇬🇧
[View Business Process](/content/perfect-pour/ "View Business Process"/index.html)

Perfect Visit Prompt with Aforza Vertical AI (Ava)

Aforza Vertical AI (Ava) provides field users with real-time actionable recommendations from in-store photos that improve the interactions with the customer.

Supported Languages: 🇬🇧
[View Business Process](/content/perfect-visit-prompt/ "View Business Process"/index.html)

Photo to Order with Aforza Vertical AI (Ava)

Aforza Vertical AI (Ava) streamlines the ordering process by capturing in-store photos and leveraging automated algorithms to create customer-specific orders efficiently.

Supported Languages: 🇬🇧
[View Business Process](/content/photo-to-order/ "View Business Process"/index.html)

Create Account Objectives

The Create Account Objectives process is designed to help field users establish clear, measurable goals with customers.

Supported Languages: 🇬🇧 🇵🇹 🇭🇷
[View Business Process](/content/create-account-objectives/ "View Business Process"/index.html)

Action Account Objectives

The Action Account Objectives process is crucial for aligning field users and management on annual goals, ensuring that everyone is working towards the same targets.

Supported Languages: 🇬🇧 🇵🇹
[View Business Process](/content/action-account-objectives/ "View Business Process"/index.html)

Execute an Ad-Hoc Audit

The Create an Ad-Hoc Audit process is essential for providing field users with the ability to perform spontaneous and guided audits.

Supported Languages: 🇬🇧 🇵🇹 🇭🇷
[View Business Process](/content/execute-an-ad-hoc-audit/ "View Business Process"/index.html)

Update Customer Account Attributes

The Update Customer Account Attributes process is essential for maintaining accurate and up-to-date customer information that is used in segmentation & targeting. These attributes then drive customer eligibility to product assortments, pricing, discounts and promotions.

Supported Languages: 🇬🇧
[View Business Process](/content/update-customer-attributes-in-field/ "View Business Process"/index.html)

Create a New POSM Contract In Field

The Create a New POSM Contract In Field process is essential for formalizing agreements with customers, ensuring mutual understanding and compliance with the terms. Once established, the contract then forms the basis to track performance KPIs against with the account.

Supported Languages: 🇬🇧 🇵🇹 🇭🇷 🇦🇪
[View Business Process](/content/create-a-new-posm-contract-in-field/ "View Business Process"/index.html)

Update Account Outlet Information

The Update Account Outlet Information process ensures that field users maintain accurate and up-to-date information about customer outlets. Accurate outlet information is critical for efficient supply chain operations, effective sales strategies, and enhanced customer service.

Supported Languages: 🇬🇧
[View Business Process](/content/update-outlet-information-in-field/ "View Business Process"/index.html)

Create, View & Update a Claim In Field

The Create, View & Update a Claim In Field process is essential for field users managing claims related to customer promotions. This process ensures that compliance is verified, claims are accurately recorded, and supporting evidence is properly documented.

Supported Languages: 🇬🇧
[View Business Process](/content/create-view-update-a-claim-in-field/ "View Business Process"/index.html)

Define, View & Execute User Objectives

The Define, View & Execute User Objectives process is essential for aligning field users' activities with organizational goals. This process involves setting annual objectives with management, executing tasks to meet these objectives, and tracking performance through mobile devices.

Supported Languages: 🇬🇧
[View Business Process](/content/define-view-execute-user-objectives/ "View Business Process"/index.html)

Execute a Start of Day Process

The Execute Start of Day Process is crucial for ensuring that delivery drivers are fully prepared for their daily routes, capturing key details such as warehouse location and vehicle information, recording start-of-day balances, inputting products for van loading, and validating the van load with signatures.

Supported Languages: 🇬🇧
[View Business Process](/content/execute-start-of-day/ "View Business Process"/index.html)

Perform Promotion Compliance Audit

The Perform Promotion Compliance Audit process allows field users to systematically verify if promotional displays and activities are in place as intended, providing valuable insights into compliance rates, competitor presence and overall promotion effectiveness. This compliance directly impacts promotion spend ROI.

Supported Languages: 🇬🇧
[View Business Process](/content/perform-promotion-compliance-audit/ "View Business Process"/index.html)

Perform a Merchandise Check

The Perform a Merchandise Check process is essential for verifying that products are displayed correctly according to merchandising agreements. This process involves checking into the visit location, guiding the user through a merchandising planogram, capturing photos, and recording detailed audit information.

Supported Languages: 🇬🇧
[View Business Process](/content/perform-a-merchandise-check/ "View Business Process"/index.html)

Perform a Customer Stock Check

The Perform a Stock Check process is vital for maintaining accurate inventory levels and ensuring product availability. This process involves verifying the field user's presence at the customer location, capturing stock details and optionally placing new orders to replenish out-of-stock items.

Supported Languages: 🇬🇧
[View Business Process](/content/perform-a-stock-check/ "View Business Process"/index.html)

Perform a Competitor Audit

The Perform a Competitor Audit process is crucial for gathering intelligence on competitor activities in the field. This process involves visiting customer locations, capturing detailed information on their promotions and merchandise and alerting the account team for potential countermeasures.

Supported Languages: 🇬🇧
[View Business Process](/content/perform-a-competitor-audit/ "View Business Process"/index.html)

Capture Customer Satisfaction Survey

The Capture Customer Satisfaction Survey process is a guided flow for a Field Sales Rep to walk a Retailer through a series of questions about their experiences dealing with the brand. Questions focus on the quality of the products, pricing, promotions, deliveries and service request resultion.

Supported Languages: 🇬🇧
[View Business Process](/content/capture-customer-satisfaction-survey/ "View Business Process"/index.html)

Create, View & Update Customer Request

The Create, View & Update Customer Request in Field process is crucial for maintaining efficient communication and service between field users and customers. This process ensures that customer requests are promptly identified, updated, and addressed, enhancing customer satisfaction and operational efficiency.

Supported Languages: 🇬🇧
[View Business Process](/content/create-view-update-customer-request-in-field/ "View Business Process"/index.html)

Capture a Field Order

The Capture a Field Order process is essential for streamlining the order-taking experience for field users, even when offline, ensuring penny perfect pricing and that the customer needs are addressed promptly.

Supported Languages: 🇬🇧
[View Business Process](/content/capture-a-field-order/ "View Business Process"/index.html)

Collect a Customer Payment

The Collect a Customer Payment process is essential for maintaining cash flow and ensuring that outstanding balances are settled promptly.

Supported Languages: 🇬🇧
[View Business Process](/content/collect-a-customer-payment/ "View Business Process"/index.html)

Create a Credit Note

The Create a Credit Note process is essential for creating & managing customer credits efficiently in the field and maintaining accurate financial records.

Supported Languages: 🇬🇧
[View Business Process](/content/create-a-credit-note/ "View Business Process"/index.html)

View & Order Promotion Merchandise

The View & Order Promotion Merchandise process is vital for optimizing promotional activities and ensuring customers have access to the latest merchandise.

Supported Languages: 🇬🇧
[View Business Process](/content/view-order-promotion-merchandise/ "View Business Process"/index.html)

Manage & Allocate a Trade Fund

Managing and allocating trade funds is a critical process in the planning and management of promotions, ensuring trade investments deliver on strategic objectives and drive a positive ROI.

Supported Languages: 🇬🇧
[View Business Process](/content/manage-and-allocate-a-trade-fund/ "View Business Process"/index.html)

Review Post-Event Analysis

The Review Post-Event Analysis process is crucial for understanding the effectiveness of completed events and making data-driven decisions for future initiatives.

Supported Languages: 🇬🇧
[View Business Process](/content/review-post-event-analysis/ "View Business Process"/index.html)

Create a Direct Promotion

The Create a Direct Promotion process is crucial for targeting specific customer segments with tailored offers to boost sales and improve brand presence.

Supported Languages: 🇬🇧
[View Business Process](/content/create-a-direct-promotion/ "View Business Process"/index.html)

Create an Indirect Promotion

The Create an Indirect Promotion process is essential for leveraging intermediary channels to boost sales and enhance market presence.

Supported Languages: 🇬🇧
[View Business Process](/content/create-an-indirect-promotion/ "View Business Process"/index.html)

Manage a Live Trade Calendar

The Manage a Live Trade Calendar process is essential for planning, executing, and monitoring trade promotion activities to ensure optimal market impact without any clashes.

Supported Languages: 🇬🇧
[View Business Process](/content/manage-a-live-trade-calendar/ "View Business Process"/index.html)

Activate Accrual Process

The Activate Accruals Process is critical for managing financial operations and ensuring customer accounts are accurately updated.

Supported Languages: 🇬🇧
[View Business Process](/content/activate-accrual-process/ "View Business Process"/index.html)

AI Suggested Promotions from Volume Contract

The AI Suggested Promotions from Volume Contract process empowers field users to maximize the impact of their volume contracts by using AI-driven insights.

Supported Languages: 🇬🇧
[View Business Process](/content/ai-suggested-promotions-from-volume-contract/ "View Business Process"/index.html)

Promotion Compliance (with Dispute Record Generation)

The Promotion Compliance process ensures that all promotional activities at customer locations adhere to predefined standards and generates a dispute record when they do not.

Supported Languages: 🇬🇧
[View Business Process](/content/promotion-compliance-with-dispute-record-generation/ "View Business Process"/index.html)

Create Seasonal Promotions for Halloween

Develop and launch targeted Halloween promotions by analyzing past performance, selecting optimal strategies, and ensuring effective customer engagement.

Supported Languages: 🇬🇧
[View Business Process](/content/create-seasonal-promotions-for-halloween/ "View Business Process"/index.html)