Our Methodology
A proven, systematic approach to retail auditing that delivers accurate, actionable results through rigorous processes and quality controls.
The 6-Step Audit Process
From initial planning to actionable insights, we follow a rigorous methodology that ensures quality, accuracy, and results
Define Objectives & KPIs
Clearly establish what the client needs to learn and measure.
- Collaborative goal setting with clients
- Define key performance indicators
- Establish success metrics
- Align expectations and deliverables
Design the Audit
Create the checklist, determine sample size, and finalize the store list.
- Custom checklist development
- Statistical sample size calculation
- Store selection and mapping
- Timeline and resource planning
Data Collection
Auditors visit retail locations to collect the data using detailed checklists.
- Physical store visits by trained auditors
- Comprehensive data capture
- Photo documentation
- Real-time data entry and validation
Data Validation & Processing
Rigorous checks for errors or inconsistencies to ensure data quality.
- Automated error detection
- Quality control checks
- Data standardization
- Consistency verification
Analysis & Reporting
Transform raw data into actionable insights using dashboards and reports.
- Statistical analysis and trending
- Comparative benchmarking
- Custom dashboard creation
- Insight generation
Action & Follow-up
Share findings to correct issues and schedule follow-up audits to measure improvement.
- Present findings and recommendations
- Action plan development
- Follow-up audit scheduling
- Continuous improvement tracking
Manual Audit Approach
We primarily use a Manual Audit approach where our professional auditors physically visit stores with detailed checklists. The audits are conducted by our own trained employees to ensure quality and consistency.
This hands-on approach allows us to capture nuanced observations and maintain the highest standards of data accuracy that automated systems simply cannot match.
Why Manual Audits?
- Capture nuanced observations that automated systems miss
- Verify product quality and condition firsthand
- Build relationships with store personnel
- Maintain the highest standards of accuracy
Sampling Strategies
We customize our approach based on client needs and contract value, employing multiple sampling strategies to ensure representative and accurate data collection
Random Sampling
Every store has an equal chance of selection, ensuring unbiased representation across your entire retail network.
Key Benefits:
- Eliminates selection bias
- Statistically valid results
- Representative coverage
Stratified Sampling
Stores are grouped by characteristics (location, size, type) to ensure all segments are represented proportionally.
Key Benefits:
- Ensures segment coverage
- Improved precision
- Targeted insights by category
Cluster Sampling
Geographic areas are selected, then all or some stores within those areas are audited for comprehensive regional coverage.
Key Benefits:
- Cost-efficient field operations
- Regional insights
- Scalable approach
Flexible & Customized Approach
Our flexible sampling approach ensures representative and accurate data collection while optimizing resources to match your budget and objectives. We adapt our methodology to deliver maximum value for every engagement.
Quality Assurance
Every step is verified to ensure the highest standards of data quality and reliability
Training
Rigorous auditor training and certification programs
Supervision
Field supervisors verify audit quality in real-time
Validation
Automated data validation and consistency checks
Review
Multi-level review process before delivery
Risk Mitigation & Credit Assurance
Our Credit Assurance activity provides a critical layer of protection for businesses, specializing in trade credit insurance to safeguard against financial risks.
We primarily support partners like Coface France by protecting businesses against customer non-payment due to insolvency or default, ensuring business continuity and financial stability.
Credit Analysis
Analyze customer creditworthiness to help partners make informed decisions
Risk Mitigation
Set appropriate credit limits and protect against non-payment scenarios
Compensation & Recovery
Compensate insured businesses and provide debt collection services
Market Intelligence
Provide valuable insights to help businesses grow confidently
What We Do
Protection Against Non-Payment
Safeguard your business from customer insolvency and payment defaults with comprehensive trade credit insurance coverage.
Creditworthiness Assessment
Thorough analysis of customer financial health to enable informed credit decisions and minimize exposure.
Debt Collection Services
Professional debt recovery services to maximize collections while maintaining customer relationships.
Market Intelligence & Growth
Strategic insights and market data to support confident business expansion and opportunity identification.