Aforza Business Process Library

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 where competitors are present, capturing detailed information on their promotions and merchandise, and alerting the account team for potential countermeasures.

Business Process Overview

1. Visit customers with competitors present and check in, starting a timer and capturing user location.
2. Start Competitor Check Guide: Guide the user to capture information around which competitors are present, if promotions are being run and if competitor merchandise is present.
3. Capture Photo of competitor activity: Watermarked with user location, time, customer and competitors being audited.
4. Alert account team: Image recognition can detect the competitors present and alert the account team to unlock a new promotion and counter this competitor activity.
5. Complete Visit: Check out, stopping the visit timer and sync new data captured to HQ

By systematically collecting and analyzing competitor data, field users can provide valuable insights that help inform strategic decisions and competitive actions. Key insights include competitor presence, promotional activities, and merchandise positioning, which are essential for staying ahead in a competitive market.

1. Visit Customers With Competitors Present & Check In

This step begins the competitor audit by verifying the user’s presence at the correct location.

• Confirm the customer’s location using GPS.
• Start the visit timer to log the duration.
• Capture a check-in timestamp.
• Validate the purpose of the visit.
• Prepare to gather competitor data.

2. Start Competitor Check Guide

This step uses the guide to systematically capture competitor information.

• Access the Competitor Check Guide on the mobile device.
• Identify which competitors are present.
• Document any ongoing promotions by competitors.
• Check for the presence of competitor merchandise.
• Note the positioning and visibility of competitor products.

3. Capture Photo of Competitor Activity

This step takes a photo to document competitor presence and activities.

• Ensure the photo clearly shows competitor activities.
• Include all relevant products and promotional materials.
• Watermark the photo with location, time, and customer details.
• Verify the accuracy and relevance of the image.
• Save and upload the photo for audit purposes.

4. Alert Account Team

This step notifies the account team about competitor activities using image recognition.

• Use image recognition to analyze the captured photo.
• Detect which competitors are present.
• Automatically alert the account team with the findings.
• Provide details to unlock potential new promotions.
• Suggest strategic actions to counter competitor activities.

5. Complete Visit

Finalize the competitor audit and sync data with headquarters.

• Review all captured data for completeness and accuracy.
• Ensure all tasks in the Competitor Check Guide are completed.
• Check out to stop the visit timer.
• Sync all new data with headquarters.
• Notify stakeholders of visit completion and findings.