The Bindy Workflow

Implementing Bindy is neither time-consuming nor difficult. It is perhaps one of the easiest steps a retail or hospitality brand can take to boost the execution of programs and brand standards, customer satisfaction and sales.

Bindy implements an end-to-end, closed-loop site execution workflow. It lets you communicate, execute, verify and remedy on time, in full, at every site.

Here is how you use Bindy.

Step 1: Build Forms

When done, here is content other readers find helpful:

Build custom actionable forms with the Form Builder or build forms in Excel and upload them. You can build your own forms or clone them from the system’s “public” library of common forms.

Set your permissions and restrictions. Choose who on your team can use the form, when they can use the form, and where they can use it.

Using the built-in site tagging module, target specific sites, formats and/or users with specific forms, sections and items (if needed).

Illustrate items with best-practice pictures and include attachments.

Use conditional logic to drill down on root causes.

Specify whether photos and videos are mandatory.

For best results, calibrate the form with your team.

🚀 Expert

This post is part of our Expert Content series. In highly competitive industries like retail and hospitality, it is critical to hit the ground running with flawless execution of programs and brand standards.
When issues are found, assign corrective actions to ensure they are resolved before they affect the guest experience, the brand’s reputation, and the bottom line.

Step 2: Schedule visit(s)

Use the calendar to schedule one-off or recurring inspections. Choose the site, the appropriate form, and whether or not the inspection should recur.

Send notifications (subject to whether the visit is announced to the site or a “surprise” visit). Export the scheduled visit to Outlook if needed.

Step 3: Conduct a visit / Inspection

Bindy features advanced data collection capabilities. Site visits can be conducted in real-time or offline on any mobile device, laptop or tablet. Site visits are aided by geo-location and geo-fencing, item descriptions, best practice pictures and attachments.

You can take photos and upload videos during the visit.

The system is store-list and hierarchy aware so if a district manager is affiliated with 30 sites, this district manager may only visit and run reports against these 30 sites.

Note that the person or role designated to conduct the visit (also view it, sign it, get notified, etc…) is not static. It varies by form depending on the business objectives of each form. For example, you may have a “Quarterly Ops Review” conducted by the District Manager and signed by the Store Manager. You may also have a “Daily Opening Checklist” conducted by the Assistant Store Manager, effectively as a self assessment, and viewable by the Store Manager and the District Manager. Each form represents a customizable workflow that is created when the form is built.

Step 4: Create an action plan

The action plan is automatically generated by extracting all non-compliant items from the visit.

The action plan allows the district manager to assign a user and target date to each problem area.

District managers and owners/franchisees/managers are able to enter their own notes and view each other’s notes thus making issue-resolution collaborative and transparent.

Verification photos can be added to each item.

Step 5: sign the visit

The system allows the brand to designate users who are allowed to sign and “sign off” on the visit on a form-by-form basis. This provides a record of integrity and locks the visit from further edits. Sign the visit electronically with any touch screen device (or even a mouse!).

Step 6: Track and follow-up

Bindy has built-in monitoring for “outstanding” tasks and responsibilities. At any given time, anyone may log-in (system may also send email notifications) to check what has and hasn’t been done. This results in significant savings to the organization. A Bindy retail audit saves the organization over 2 hours and $84.

Bindy also allows organizations to manage operations remotely and deploy “self assessments” from stores and franchisees where additional savings are realized.

Gaining visibility into your sites also makes them accountable

Step 7: Report, refine, repeat

The return on investment does not end with collecting inspection data, or even applying corrective actions, that’s just where it begins.

Bindy has industry leading analytics and graphically-oriented tools and charts to help you find your best and worst items, operators, regions, repeat unaceptables and lot more. We turn data into information so you can turn it into business decisions.

Spot trends, average scores, worst and best performers, and much more. With this information, the organization can further tune the form(s) and repeat the cycle of compliance.


Refer to more top posts for information on how the world’s leading brands use Bindy to execute brand standards with inspections, corrective action plans and tasks.

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