⭐ Case Study: How a C-Store Group Used Bindy to Update Policies at 700+ Locations

Retail always moves fast, but the outbreak of COVID-19 required businesses to adjust their operations and health and safety policies weekly (sometimes daily). Management has a responsibility to quickly communicate policy changes and best practices across their stores.

It is crucial that employees work with the most up-to-date information to keep themselves and customers safe. Here is how a convenience store chain executed an update to policies and best practices across 700+ locations.

Case Study: Communicate Policy CHANGES

When done, here is content other readers find helpful:

The World Health Organization, Center for Disease Control, or governing body issues a new health policy and/or sanitization procedure. The retailer must execute the update across different departments, across all locations, and different states.


A convenience store chain with 700+ locations.


The convenience store chain needed to implement recent government regulation updates. Updates included new policies for hygiene, sanitation, and social distancing measures for essential services and retailers. Also, the convenience store had to place signage, decals, install protective glass, and implement new self-serve food and beverage procedures.

Informing employees about policy changes had to be quick, documented, and verified with photos. Head office also required a verifiable record of when employees were notified, date/time of completion, and any additional steps needed to comply with the new policies and procedures.

Email chains and/or paper checklists are not fast enough. Nor do they provide enough guarantees. It is important to verify the coordination of policy distribution and adoption in real time across multiple locations.

Executing Policy Updates in Store

Using Bindy, the convenience store chain created customized inspection forms to ensure signage, social distancing decals, and protective glass are in place. They attached best practice photos. This way employees knew exactly where and how signage and glass should be positioned. Mandatory photos verified implementation and placement.

Head office adjusted procedures for self-service food. Regional managers inspected to ensure all unpackaged, self-serve food was removed from shelves. Instead, stores used pre-packaged alternatives.

Several new policies applied to beverage stations. Disposable gloves are now provided for coffee and beverage stations. Disposable lids are removed. Clerks now distribute lids at purchase. Customer can no longer use refillable containers for beverages.

Head office could request daily inspections with mandatory photos to ensure gloves are available and beverage policies are adopted. They could also attach policy explanations and FQAs directly to forms so employees can answer customer questions.

Unless you do it on time, in full, at every site, you are not executing at all

Remember, policies change. For instance, governing bodies have adjusted the maximum number of persons allowed in a store. By using a retail execution platform like Bindy, head office can deploy updated forms to all stores instantly. Additionally, head office can request inspections to verify updated policy implementation.

Implement Policy Updates with software

When facing a crisis, employees need up-to-date information to protect customers, themselves, and the brand. Here are a few ways Bindy can help head office deploy policy and procedure updates and ensure implementation.

implement with Task management

Assign tasks to carry out new retail health and safety policies and procedures. For example, many convenience stores are removing self-serve food/beverages and replacing them with prepacked options. Additionally, stores are supplying food and beverage stations with disposable protective equipment like shields, gloves, and tongs. To implement new food service policies, head office can create tasks.

Using a task management system built for retail to distribute policies and procedures helps brands react quickly and ensure adoption.

Head office can create single or multiple tasks in minutes. They can assign a due date and send the task to relevant employees. Attach best practice photos and supporting policy documents directly to the task. Tasks are accessible on any device.

Next, employees can attach their own photos to provide proof of execution and policy implementation, leave notes, and mark the task as completed. Bindy automatically tracks the user, location, date and time.

implement with Content management

Internal communication is critical during a crisis, and experts agree it is best to communicate early and often. Keeping that communication all on a single platform makes it more likely employees will engage. With Bindy’s content manager, head office can share organizational news and policy updates. Actionable information can be assigned as a task.

For instance, many convenience stores are updating hand washing and cleaning policies. Head office can create updates and include hand washing training videos and files. The content manager provides read receipts, so head office knows when employees have engaged.

implement with Corrective actions

When implementation fails, assign a corrective action. Attach photos to illustrate non-compliance. When resolved, end users can also attach photos to demonstrate resolution.

Quickly run reports from anywhere, on any device to monitor repeat offences or track resolution in real time.

Finding site issues is good. Fixing them is better.

There are many things outside of retailers’ control during a crisis. When it comes to making it through a crisis, it is important to focus on what you can do. Retailers can keep stores informed and operating safely. Bindy can help.

For more COVID-19 resources and best practice recommendations, see the Bindy Blog.

OTHER Retail Task Management RESOURCES

Refer to the Retail Task Management category for how-tos and best practices for retail and hospitality task management.

OTHER Case Studies

Refer to other case-studies on the execution of programs and standards for retail and hospitality.

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