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Operations Excellence


Breathe life into your SOPs and customer experiences.

Interactive and mobile SOPs

Standard Operating Procedures (SOPs) contain valuable information to maximize efficiency and safety, promote best practices, and ensure high-quality customer experiences. However, the best SOPs in the world don’t mean a thing if they languish in binders or get lost in portals, never seeing the light of day.

You want to reach and engage employees, so why not deliver SOPs directly into the palm of their hands? With a mobile solution, the most up-to-date version of branch policies, customer service procedures, and marketing promotions is accessible anytime, anywhere—even while offline. Interactive content like videos, images, flashcards and quizzes make the experience memorable and impactful. And with one-click publishing, you can broadcast new content, alert employees, and track views to ensure information doesn’t slip through the proverbial cracks.

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Metrics for everyone

The challenge with sending operational guides and alerts on paper, in emails, or as PDF files is that you never receive feedback on what’s been read and by whom. Without data, how do you know if there’s a positive correlation between training and those important metrics like loss prevention and adherence to safe operating procedures?

The best way to figure out what’s working is to track information across locations and employees. When you can see which stores are doing better than others and which employees have reviewed materials, you can analyze what works and what needs improvement based on real numbers and outcomes, not guesses.

Always right, indeed

Elevate your customers’ in-person experiences by ensuring employees are always knowledgeable about the latest and greatest policies, service procedures, best practices, and promotions.

With interactive training and resources, employees are empowered to deliver consistent and high levels of service that match and exceed customer needs. Any inquiry can be answered without hesitation, which instills confidence in customers about your products and services.

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Delivering on the Promise of BYOD

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How to Modernize Store Operations with Mobile Content

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Deliver Interactive Reference Guides to Store Employees

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Deliver Interactive Reference Guides to Store Employees

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