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Compliantia helps multi-unit retailers audit stores for operations, merchandising and loss-prevention standards with an app running on a smartphone, tablet or laptop.

Multi-Unit Retailers

Restaurants and food service, business and personal services, health and fitness, parking and automotive, convenience and gas, pharmacies, apparel and specialty items, furniture, supermarkets.

Merchandising, seasonal programs and promotions
Products and preparation
Service and speed of service
Equipment
Back of the store and inventory
Health and safety
Security, cash handling and loss-prevention
Store maintenance and repair

Ready to take your in-store execution to the next level?

  

Work on any Device, Anytime, Anywhere

Work on smartphones, tablets and laptops. Use maps and geolocation to find the closest location. Work online or offline with synchronization.

Work on any device, anytime, anywhere

End-to-End Closed-Loop Audit Workflow

Built-in calendar, automated scoring, maps, action plans, signatures, notifications and reminders. Out of the box powerful reports, graphs and exports to PDF and Excel™. Enterprise ready with API access and Single Sign On.

End-to-end closed-loop audit workflow

Work Faster, Save Money

Prepare, conduct and follow-up on audits faster and more effectively. Save over 2 hours per audit.

Work faster, save money

Easy Configuration and Management

It only takes a few clicks to create or import users, stores and forms. You can customize Compliantia to implement your own business workflows, hierarchy and taxonomy. Be up-and-running in one day.

Features

Compliantia implements a complete retail audit workflow, including:

  • Smartphones, tablets and laptops
  • Online and offline
  • Calendar with Outlook™ support
  • Geolocation and maps
  • Electronic signatures with touch-screen
  • Automated scoring
  • Action plans (assign deficiencies for resolution)
  • Email notifications and reminders
  • Support for photos and attachments
  • Web and Excel™-based form builder
  • Graphical dashboard
  • Goals and KPIs
  • Import and export users and locations to Excel™
  • Advanced analytics and reporting
  • Permission-based access
  • Encryption in transit and storage
  • API access
  • Single Sign On

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Best Practices

Implementing a retail audit process is neither time-consuming nor difficult. It is an easy and effective way to boost in-store execution, customer satisfaction and sales. See how you can implement a retail audit process in five steps.

Don't just report problems, close them! The action plan is an opportunity to apply corrective actions to problem areas. See why you need an action plan to close the loop on in-store execution.

What should you do before, during and after an audit to a store such as a merchandising, service and/or loss-prevention audit? Find out by reading how to perform a retail audit.

Costs and Benefits

Not every retailer is aware there are highly efficient, largely automated systems for conducting retail audits. Some organizations have devised their own process, typically a "checklist", usually in Excel™. Is an in-house solution efficient and cost-effective? Let us answer this question by comparing Excel-based audits to Compliantia audits.

Checklists

Checklists ensure that products are merchandised and sold consistently with company standards and contractual obligations. Regular audits help retailers and CPGs be proactive and address issues before they become major problems. Audits also tend to cut costs and drive sales.

We are often asked what should go on a retail audit checklist. We have prepared a list of best-practices, intentionally high-level, to help retailers build a retail audit checklist.

Below, a list of industry and purpose-specific checklists:

Merchandising Checklist

Checklist for Wine, Beer and Spirits Retailers

Checklist for Wireless Authorized Retailers

Loss Prevention Checklist

Drive-Thru Checklist

Petroleum Gas Station Checklist

Equipment Checklist for Commercial Kitchens

Hotel Safety and Security Checklist

Fire Protection Checklist

Washroom Inspection Checklist