Aforza Business Process Library

Perform Promotion Compliance Audit

This 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.

Business Process Overview

1. Check into Visit & Confirm Location
2. Start Promotion Compliance Audit
3. Check for Competitor Presence
4. Capture Store Photo
5. Update Key Account Team

Executing promotion compliance checks is crucial for ensuring that trade promotions are implemented correctly in retail stores. This 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.

By capturing this data through a guided mobile process, businesses can identify discrepancies, ensure promotional investments yield the desired results, and make informed decisions to enhance future promotions. Key insights include real-time compliance status, visual evidence of promotion setup, and actionable feedback for the key account team.

1. Check into Visit & Confirm Location

Verify the field user’s presence at the correct retail location.

• Location Verification: Confirm correct store location.
• GPS Check-in: Utilize GPS for accurate check-in.
• Time Stamp: Record the visit time.
• Store Details: Verify store details and context.
• Preparation: Prepare for the compliance audit.

2. Start Promotion Compliance Audit

Begin the audit process to ensure the promotion is compliant.

• Display Check: Verify promotional displays.
• Stock Levels: Ensure promotional stock levels.
• Pricing Accuracy: Check for correct promotional pricing.
• POS Materials: Confirm presence of POS materials.
• Employee Awareness: Ensure staff awareness of promotion.

3. Check for Competitor Presence

Identify and record any competitor promotional activities.

• Competitor Displays: Note competitor displays.
• Pricing Comparisons: Compare competitor pricing.
• Promotional Offers: Identify competitor offers.
• Market Positioning: Assess competitor market positioning.
• Impact Analysis: Determine impact on own promotion.

4. Capture Store Photo

Take photos to document promotion compliance.

• Display Photos: Capture promotional display images.
• POS Materials: Photograph POS materials.
• Stock Levels: Document stock levels visually.
• Competitor Evidence: Capture competitor presence.
• Compliance Proof: Provide visual proof of compliance.

5. Update Key Account Team

Provide updates and insights to the key account team.

• Audit Summary: Summarize audit findings.
• Compliance Status: Report on compliance status.
• Competitor Insights: Share competitor activity insights.
• Visual Documentation: Include captured photos.
• Recommendations: Provide recommendations for improvements.