{"id":157,"date":"2023-09-14T15:15:00","date_gmt":"2023-09-14T19:15:00","guid":{"rendered":"http:\/\/blog.bindy.com\/?p=157"},"modified":"2025-12-10T09:29:32","modified_gmt":"2025-12-10T14:29:32","slug":"le-flux-de-travail-de-bindy","status":"publish","type":"post","link":"https:\/\/blog.bindy.com\/fr\/the-bindy-workflow\/","title":{"rendered":"\u2b50 Le flux de travail d'audit de vente au d\u00e9tail en 7 \u00e9tapes"},"content":{"rendered":"

Une ex\u00e9cution efficace du commerce de d\u00e9tail et de l'h\u00f4tellerie n\u00e9cessite d'abord certains composants la communication<\/a>, deuxi\u00e8me la gestion des t\u00e2ches<\/a>, et troisi\u00e8mes audits\/\u00e9valuations. Dans cet article, nous nous concentrons sur les audits et les \u00e9valuations.<\/p>\n\n\n\n

En vue de partager les meilleures pratiques en mati\u00e8re d'ex\u00e9cution en magasin et audits de vente au d\u00e9tail<\/a>, Bindy a \u00e9galement cr\u00e9\u00e9 ces guides pour vous\u00a0:<\/p>\n\n\n\n

    \n
  1. Comment choisir un fournisseur de logiciels d'audit de d\u00e9tail en six \u00e9tapes<\/a><\/li>\n\n\n\n
  2. L'objectif, la port\u00e9e et les meilleures pratiques de l'ex\u00e9cution en magasin<\/a><\/li>\n\n\n\n
  3. Comment cr\u00e9er une liste de contr\u00f4le d'audit de vente au d\u00e9tail<\/a><\/li>\n\n\n\n
  4. Comment mettre en place un processus d'audit de vente au d\u00e9tail<\/a><\/li>\n<\/ol>\n\n\n\n

    Un audit de vente au d\u00e9tail aide les marques de vente au d\u00e9tail et d'h\u00f4tellerie \u00e0 mettre en \u0153uvre les normes, programmes et politiques de marque dans des domaines tels que les op\u00e9rations, le marchandisage, la pr\u00e9vention des pertes, la sant\u00e9, la s\u00fbret\u00e9 et la s\u00e9curit\u00e9 dans tous les magasins, dans leur int\u00e9gralit\u00e9 et \u00e0 temps. L'audit est parfois appel\u00e9 \u00e9valuation, inspection ou simplement visite. En fait, parfois un audit n\u2019est pas du tout un audit. Il vous suffit de collecter des informations ou des fichiers sur le terrain.<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    Toutefois, un audit n\u2019est pas qu\u2019une simple liste de contr\u00f4le ; il ne se d\u00e9roule pas en vase clos. Un bon audit n\u00e9cessite un flux de travail solide. Cela n\u00e9cessite \u00e9galement des technologies de support pour connecter votre \u00e9quipe de terrain et vos sites, de mani\u00e8re efficace en termes de co\u00fbt et de temps.<\/p>\n\n\n\n

    Nous illustrerons ce point en utilisant Bindy<\/a>, la principale plateforme d'ex\u00e9cution de sites des secteurs de la vente au d\u00e9tail et de l'h\u00f4tellerie.<\/p>\n\n\n\n

    Bindy impl\u00e9mente un workflow d'ex\u00e9cution de site de bout en bout en boucle ferm\u00e9e. Il permet aux marques de communiquer, d'ex\u00e9cuter, de v\u00e9rifier et d'y rem\u00e9dier \u00e0 temps, dans leur int\u00e9gralit\u00e9, sur chaque site.<\/p>\n\n\n\n

    Voici le workflow d'audit\/\u00e9valuation\/inspection de Bindy.<\/p>\n\n\n\n

    \u00c9tape 1\u00a0: Cr\u00e9er des formulaires<\/h2>\n\n\n\n

    Cr\u00e9ez des formulaires exploitables personnalis\u00e9s<\/a> avec le Form Builder ou build formes<\/a> dans Excel et t\u00e9l\u00e9chargez-les. Vous pouvez cr\u00e9er vos propres formulaires ou les obtenir \u00e0 partir de la biblioth\u00e8que de formulaires du syst\u00e8me. <\/p>\n\n\n\n

    Chaque formulaire repr\u00e9sente un certain programme. Il peut s'agir d'un programme op\u00e9rationnel ou d'une initiative de marchandisage\/saisonni\u00e8re. Il peut s'agir d'un programme de pr\u00e9vention des pertes ou de s\u00e9curit\u00e9. <\/p>\n\n\n\n

    \n

    Un formulaire repr\u00e9sente toutes les informations, donn\u00e9es, photos, vid\u00e9os ou fichiers que vous souhaitez collecter sur vos sites.<\/p>\n<\/blockquote>\n\n\n\n

    D\u00e9finissez vos autorisations et restrictions. Choisissez qui dans votre \u00e9quipe peut utiliser le formulaire, quand ils peuvent l'utiliser et o\u00f9 ils peuvent l'utiliser.<\/p>\n\n\n\n

    Un formulaire peut \u00eatre une auto-\u00e9valuation \u00e0 remplir par le g\u00e9rant du magasin ou le directeur g\u00e9n\u00e9ral de l'h\u00f4tel une fois par semaine. Un autre formulaire peut \u00eatre rempli par le responsable du district ou du cluster une fois par trimestre. Vous contr\u00f4lez l\u2019acc\u00e8s, la fr\u00e9quence et les dates d\u2019effet formulaire par formulaire.<\/p>\n\n\n\n

    \u00c0 l'aide du module de balisage de site int\u00e9gr\u00e9, ciblez des sites, des formats et\/ou des utilisateurs sp\u00e9cifiques avec des formulaires, des sections et des \u00e9l\u00e9ments sp\u00e9cifiques (si n\u00e9cessaire). Tous les formulaires ne peuvent pas \u00eatre applicables \u00e0 tous les sites. Vous contr\u00f4lez cela.<\/p>\n\n\n\n

    Illustrez les \u00e9l\u00e9ments avec des images de bonnes pratiques et incluez des pi\u00e8ces jointes. Une image vaut mieux que mille mots. Ceci est particuli\u00e8rement utile pour le merchandising visuel. Ne vous contentez pas de dire au terrain quelle est la norme, montrez-lui.<\/p>\n\n\n\n

    Utilisez la logique conditionnelle pour explorer les causes profondes. Si la r\u00e9ponse \u00ab\u00a0Derni\u00e8re inspection incendie date de plus de 6\u00a0mois\u00a0\u00bb a \u00e9t\u00e9 r\u00e9pondue oui, d\u00e9clenchez un \u00e9l\u00e9ment pour r\u00e9cup\u00e9rer le dernier rapport d'inspection incendie au dossier par exemple.<\/p>\n\n\n\n

    Pr\u00e9cisez si les photos et vid\u00e9os sont obligatoires.<\/p>\n\n\n\n

    Pour les meilleurs r\u00e9sultats, calibrer le formulaire<\/a> avec votre \u00e9quipe.<\/p>\n\n\n\n\n\n\n\n

    \u00c9tape 2 : Planifier l\u2019audit<\/h2>\n\n\n\n

    Utilisez le calendrier pour planifier des inspections ponctuelles ou r\u00e9currentes. Choisissez le site, le formulaire appropri\u00e9 et si l'inspection doit \u00eatre r\u00e9p\u00e9t\u00e9e.<\/p>\n\n\n\n

    Envoyer des notifications (sous r\u00e9serve que la visite soit annonc\u00e9e sur le site ou une visite \u00ab surprise \u00bb). Exportez la visite programm\u00e9e vers Outlook si n\u00e9cessaire.<\/p>\n\n\n\n

    Annonc\u00e9<\/strong><\/p>\n\n\n\n

    C'est g\u00e9n\u00e9ralement le cas des audits de marchandisage, en particulier ceux pr\u00e9c\u00e9dant une campagne de marchandisage en magasin ou un programme saisonnier. L'intention \u00e9tant de pr\u00e9parer les dates importantes \u00e0 venir et d'ex\u00e9cuter les facettes du programme saisonnier tel que d\u00e9fini par le si\u00e8ge social.<\/p>\n\n\n\n

    Non annonc\u00e9<\/strong><\/p>\n\n\n\n

    Le chef de district se pr\u00e9sente sans pr\u00e9venir pour proc\u00e9der \u00e0 un audit sur place. C\u2019est souvent le cas en mati\u00e8re de service et de conformit\u00e9 en mati\u00e8re de sant\u00e9 et de s\u00e9curit\u00e9. Des audits inopin\u00e9s \u00e9valuent la conformit\u00e9 du magasin aux normes au cours d'une journ\u00e9e type, sans pr\u00e9paration ni formation suppl\u00e9mentaire avant l'audit.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    \u00c9tape 3 : R\u00e9aliser l\u2019audit<\/h2>\n\n\n\n

    Bindy dispose de capacit\u00e9s avanc\u00e9es de collecte de donn\u00e9es. Les visites de sites peuvent \u00eatre effectu\u00e9es dans en temps r\u00e9el ou hors ligne<\/a> Sur tout appareil mobile, ordinateur portable ou tablette. Les visites sur site sont facilit\u00e9es par la g\u00e9olocalisation et le g\u00e9orep\u00e9rage, les descriptions des articles, des photos de bonnes pratiques et des pi\u00e8ces jointes.<\/p>\n\n\n\n

    Vous pouvez prendre des photos et t\u00e9l\u00e9charger des vid\u00e9os pendant la visite<\/a>. Contrairement aux \u00ab\u00a0photos de bonnes pratiques\u00a0\u00bb ajout\u00e9es aux \u00e9l\u00e9ments lors de la cr\u00e9ation du formulaire, il s'agit de photos de terrain montrant \u00e0 quoi ressemblait cet \u00e9l\u00e9ment, sur ce site, ce jour-l\u00e0.<\/p>\n\n\n\n

    Vous pouvez \u00e9galement collecter des fichiers et des pi\u00e8ces jointes dans le cadre de la visite. Cela pourrait \u00eatre un un justificatif d'assurance par exemple<\/a>, un certificat de s\u00e9curit\u00e9 en PDF ou des donn\u00e9es de ventes brutes en Excel.<\/p>\n\n\n\n

    Le syst\u00e8me tient compte des listes de magasins et de la hi\u00e9rarchie. Ainsi, si un responsable de district est affili\u00e9 \u00e0 30 sites, ce responsable de district ne peut visiter et g\u00e9n\u00e9rer des rapports que sur ces 30 sites.<\/p>\n\n\n\n

    Notez que la personne ou le r\u00f4le d\u00e9sign\u00e9 pour effectuer la visite (\u00e9galement la visualiser, la signer, \u00eatre averti, etc\u2026) n'est pas statique. Cela varie selon le formulaire en fonction des objectifs commerciaux de chaque formulaire. Par exemple, vous pouvez faire r\u00e9aliser un \u00ab\u00a0examen trimestriel des op\u00e9rations\u00a0\u00bb par le directeur de district et sign\u00e9 par le directeur du magasin. Vous pouvez \u00e9galement faire \u00e9tablir une \u00ab liste de contr\u00f4le d'ouverture quotidienne \u00bb par le directeur adjoint du magasin, qui constitue effectivement une auto-\u00e9valuation et peut \u00eatre consult\u00e9e par le directeur du magasin et le directeur de district. Chaque formulaire repr\u00e9sente un flux de travail personnalisable cr\u00e9\u00e9 lors de la cr\u00e9ation du formulaire.<\/a>.<\/p>\n\n\n

    \n
    \"\"<\/a><\/figure>\n<\/div>\n\n\n

    \u00c9tape 4 : Cr\u00e9er un plan d'action<\/h2>\n\n\n\n

    La plan d'action<\/a> est g\u00e9n\u00e9r\u00e9 automatiquement en extrayant tous les \u00e9l\u00e9ments non conformes de la visite. <\/p>\n\n\n\n

    Le plan d'action permet \u00e0 l'utilisateur effectuant la visite d'attribuer des actions correctives, une personne responsable et une date cible \u00e0 chaque zone probl\u00e9matique. <\/p>\n\n\n\n

    Des e-mails et des notifications sont automatiquement envoy\u00e9s aux personnes ayant des responsabilit\u00e9s dans le plan d'action. Cela appara\u00eet \u00e9galement sur leurs tableaux de bord et sur les rapports sur les \u00e9l\u00e9ments en suspens, y compris le d\u00e9lai d'ach\u00e8vement.<\/p>\n\n\n\n

    Les directeurs de district et les propri\u00e9taires\/franchis\u00e9s\/gestionnaires peuvent saisir leurs propres notes et consulter les notes de chacun, rendant ainsi la r\u00e9solution des probl\u00e8mes collaborative et transparente. <\/p>\n\n\n\n

    Des photos de v\u00e9rification peuvent \u00eatre ajout\u00e9es \u00e0 chaque article.<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    \u00c9tape 5 : signer l'audit<\/h2>\n\n\n\n

    Le syst\u00e8me permet \u00e0 la marque de d\u00e9signer plusieurs utilisateurs qui sont autoris\u00e9s \u00e0 signer et \u00e0 \u00ab signer \u00bb la visite formulaire par formulaire. Cela fournit un enregistrement d\u2019int\u00e9grit\u00e9 et bloque la visite contre d\u2019autres modifications. Signez \u00e9lectroniquement la visite avec n\u2019importe quel appareil \u00e0 \u00e9cran tactile (ou m\u00eame une souris !).<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    \u00c9tape 6 : Suivi et suivi<\/h2>\n\n\n\n

    Bindy dispose d'une surveillance int\u00e9gr\u00e9e pour les t\u00e2ches et responsabilit\u00e9s \u00ab\u00a0en suspens\u00a0\u00bb. \u00c0 tout moment, n'importe qui peut se connecter (le syst\u00e8me peut \u00e9galement envoyer des notifications par courrier \u00e9lectronique) pour v\u00e9rifier ce qui a \u00e9t\u00e9 fait et ce qui n'a pas \u00e9t\u00e9 fait. Cela se traduit par des \u00e9conomies significatives pour l\u2019organisation. Un audit de vente au d\u00e9tail Bindy fait gagner plus de 2 heures \u00e0 l'organisation et $84<\/a>. <\/p>\n\n\n\n

    Bindy permet \u00e9galement aux organisations de g\u00e9rer les op\u00e9rations \u00e0 distance<\/a> et d\u00e9ployer des \u00ab\u00a0auto-\u00e9valuations\u00a0\u00bb aupr\u00e8s des magasins et des franchis\u00e9s lorsque des \u00e9conomies suppl\u00e9mentaires sont r\u00e9alis\u00e9es.<\/p>\n\n\n\n

    \"Gagner<\/a><\/figure>\n\n\n\n

    \u00c9tape 7 : Signaler, affiner, r\u00e9p\u00e9ter<\/h2>\n\n\n\n

    Le retour sur investissement ne s'arr\u00eate pas \u00e0 la collecte de donn\u00e9es d'inspection, ni m\u00eame \u00e0 l'application d'actions correctives, c'est juste l\u00e0 qu'il commence. <\/p>\n\n\n\n

    Bindy dispose d'analyses de pointe et d'outils et de graphiques orient\u00e9s graphiques pour vous aider \u00e0 trouver vos meilleurs et pires articles, op\u00e9rateurs, r\u00e9gions, r\u00e9p\u00e9titions inacceptables et bien plus encore. Bindy transforme les donn\u00e9es en informations afin que vous puissiez prendre des d\u00e9cisions commerciales \u00e9clair\u00e9es.<\/p>\n\n\n

    \n
    \"\"<\/a><\/figure>\n<\/div>\n\n\n

    Rep\u00e9rez les tendances, les scores moyens, les pires et les meilleurs performants, et bien plus encore. Gr\u00e2ce \u00e0 ces informations, l'organisation peut affiner davantage le(s) formulaire(s) et r\u00e9p\u00e9ter le cycle de conformit\u00e9 aux normes et programmes de la marque.<\/p>\n\n\n\n

    Derniers mots<\/h2>\n\n\n\n

    Un bon audit n\u00e9cessite un flux de travail solide. Une liste de contr\u00f4le n'est rien sans les technologies de support pour connecter votre \u00e9quipe de terrain et vos sites, de mani\u00e8re efficace en termes de co\u00fbt et de temps. Ex\u00e9cution Bindy<\/a> n\u2019est ni long ni difficile. Il s\u2019agit peut-\u00eatre de l\u2019une des mesures les plus simples qu\u2019une marque de vente au d\u00e9tail ou d\u2019h\u00f4tellerie puisse prendre pour stimuler la ex\u00e9cution de programmes<\/a> et normes de la marque<\/a>, la satisfaction client et les ventes. <\/p>","protected":false},"excerpt":{"rendered":"

    Une ex\u00e9cution efficace dans le commerce de d\u00e9tail et l'h\u00f4tellerie-restauration n\u00e9cessite certains \u00e9l\u00e9ments\u00a0: premi\u00e8rement, la communication, deuxi\u00e8mement, la gestion des t\u00e2ches et troisi\u00e8mement, les audits et \u00e9valuations. Dans cet article, nous nous concentrons sur les audits et les \u00e9valuations. Afin de partager les meilleures pratiques en mati\u00e8re d'ex\u00e9cution en magasin et d'audits de vente au d\u00e9tail, Bindy a \u00e9galement cr\u00e9\u00e9 ces guides pour vous\u00a0: Un audit de vente au d\u00e9tail aide les marques de vente au d\u00e9tail et d'h\u00f4tellerie-restauration \u00e0 ex\u00e9cuter\u2026 Lire la suite \u2b50 Le flux de travail d'audit de vente au d\u00e9tail en 7 \u00e9tapes<\/span> \u2192<\/span><\/a><\/p>","protected":false},"author":6370623,"featured_media":61925,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"The Compliantia Workflow","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[677174194,14465791],"tags":[60786,677174258],"class_list":["post-157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-about-bindy","category-retail-audit","tag-action-plan","tag-bindy-workflow"],"yoast_head":"\n\u2b50 The 7-Step Retail Audit Workflow<\/title>\n<meta name=\"description\" content=\"From building forms to scheduling audits, the action plan and even the sign off, here are the 7 steps for conducting a retail audit.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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