The leading task management platform for Retail Operations

Enhance the operational management of your stores with our AI-powered task management platform. Streamline communication between your head office and store locations, automate sales team tasks, and significantly increase the efficiency of your store teams.

Why choose Cegid Retail Store Excellence?

Save Time

With clear communication to and from stores and real-time compliance reporting, you can save store managers up to four hours a week.

Protect Margin

Get things right first time. Excellent brand standards help maximise full price sell through rates, and protect margin.

Drive Productivity

By automating and streamlining management processes you can give managers more time to focus on their teams.

Stores will never miss a task again

Ensure no store ever misses a task again. Optimise and automate task management between head office and stores, guaranteeing consistency and control across all locations.

All store tasks in one place

Make sure your stores never miss a task again with task management for retail operations. Whether it’s a product recall, a promotional launch or a follow up task from a district manager visit, you can keep track of task compliance in every store.

Two-way communication to and from stores

Gives store teams the power to create their own tasks, for colleagues or themselves. If something is broken in store or they need help, they can ask for support from central operations or a head office team, and they can track what’s been done.

Tasking for teams

Send tasks to specific store departments, let store managers assign tasks to their team or give store associates temporary access to the platform via QR code.

Translation Automation

Enhance multilingual communication within your team with AI-powered translation automation. Automatically create and translate communications and tasks within the platform, ensuring smooth interaction among team members, regardless of their preferred language.

Clear and targeted operational comms

Get the right information to the right stores at the right time. Field teams can access all the data they need in real time via a single portal, accessible on any device.

All-in-one place

Every retailer has their own communication style. Whether you want to create a central hub where stores can find retail apps and important files, a live newsfeed with the latest comms from head office, or video channels to share “how to” videos and product training – there’s a set up for all business requirements.

Knowledge base

You can keep policies, how to guides and anything previously stored on an intranet in one place. Share instructional content whilst maintaining a strong brand identity and easily search for what you need, saving everyone time. It’s easy to create and publish articles, and control access, so the right people are seeing the right information.

Visual Merchandising Excellence

Gain a transformational level of visibility with market leading tools for visual merchandising execution and brand compliance. Easily communicate Visual Merchandising updates to stores and engage store teams with brand presentation, so you can be sure your stores are perfect, faster.

Photo upload and feedback

With a platform that works on any device, stores can access their VM guidelines on the shop floor, take photos and upload them directly to Cegid Retail Store Excellence to be reviewed centrally. Without having to visit the back office. All photos uploaded by stores are pulled together for central review. Visual merchandising and head office teams can add tasks directly to photos, so feedback and follow up is clear, fast and easy.

Share best practice

Let your stores know what good looks like. By marking a photo as best practice, the photo is shared across all stores so teams can see the standard they should achieve, all while celebrating a job well done.

Checks and audits you can count on

It’s never been more important to be sure stores are compliant with polices and standards to keep teams and customers safe. But if you’re using paper checks for health and safety audits, it’s impossible to know all your stores are compliant. With digital tools for compliance, you can be assured that every store is following procedures, without all the time and admin it takes to collate responses.

Digital Checklists

Checklists are a great way to support repeated checks across stores, from opening and closing walkthroughs to health and safety checks. Set up a checklist schedule to make sure your checks are completed within a required timeframe.

Collate structured data from stores

Gather repeated, structured data from stores with Forms. Schedule forms daily, weekly, monthly or adhoc to remind stores to submit responses when they are due.

Compliance reporting

Get full visibility of tasks for a more productive workforce. With StorIQ central teams have access to a wide range of compliance reporting and they can track completion rates and manage exceptions to drive productivity in store.

Give your teams the tools they need to thrive

Engage and inspire your teams with our modern, intuitive mobile and social learning tools. With rapid employee onboarding and effective training on brand standards and product lines, you can empower your team to be better salespeople – all while driving job satisfaction and improving employee retention.

Academy upskills teams

Whether you’re looking to onboard new employees more quickly or simply want to develop the skills of your existing team, Academy’s modern, intuitive e-learning platform will revolutionise the way you educate and engage your workforce.

Brand and product engagement

It’s hard to engage teams remotely, particularly when it comes to product and brand. Keep teams up to date with a suite of tools including video channels and newsfeed, to make sure your teams are up to date on the latest initiatives from head office.

Flexible learning formats

You can create highly visual, engaging courses and quizzes – quickly and easily. Assign courses to the relevant employee groups so users can only see the courses that are relevant to them. Also integrate social features like gamification to motivate learning progression.

Automate head office communications

Automate head office communications with a content creation assistant, using AI to write engaging and relevant posts, then translate them instantly into all the languages used by store teams.

Co-ordinate retail activity across your business

Improve store profitability and staff efficiency. Give your management teams oversight of the labour hours needed to complete operational tasks and control over how stores spend their time.

Labour budgeting and forecasting

Plan your labour budget and stick to it. Retail Activity Planner gives tools for labour budgeting you can plan and assign annual labour budgets by department or activity. In-built reporting makes it easy to track actual labour hours vs budget – giving you the insight you need to react to variances and manage to budget.

Quantify the time needed for tasks

Quantify the time needed for tasks a time in motion study, included in the module. You will gain accurate information from your store estate to standardise how long each type of task takes. Plus it quantifies the type of activities stores are performing regularly. The module can then roll it up to see which departments, task types or individual tasks are taking time away from customers and sales-driving activity.

Connect labour planning to store activity

Align your labour forecasting with your task management workflow so you can improve the planning of staffing levels in store. Labour can be added to communications, assigned to a department and tracked against their overall budget. This means you can always have the right staff for the right activity.