| Do
You
Have
An
Objective
View
Of
Your
Field
Operations? |
| How many store locations do you have? Whether it's twenty or two hundred, nearby or worldwide, it's often too large a number to keep on the pulse of compliance everyday. You need a partner to provide a nonbiased and objective review of each store's alignment with company operational and loss prevention policies and procedures. The Zellman Group can make it happen, and help maintain the companywide consistency you require. |
| The Zellman Group Provides Answers For Field
Audit |
| A scheduled quarterly chain-wide audit, a spot check only on high shrink stores, or something in between - our experienced field audit team will visit the locations you desire and perform a detailed loss prevention and operations audit. More importantly, the audit results will be electronically communicated to you within 24 hours of completion, permitting you to take rapid and immediate action where compliance issues dictate. |
| Areas of Focus |
• Facilities
• Inventory
• Physical security
• Safes
• Alarms
• Keys |
• Employee awareness
• Cash management
• Register and media
• Cash control
• Deposits
• Offsite facilities
• And more |
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|
• Ensure objectivity with reviews by a
non-biased party
• Fast and reliable information provided
to you in a web-based format speeds turnaround time
• Superior customer service and responsive support simplifies the field
audit process |
|
A managed services field audit team can simplify many
loss prevention processes
• Deploy staffing on important corporate office functions, not building
out an on-site audit staff
• Reduce overhead costs
• Flexible enough to be deployed in a variety of audit methodologies
• Regular, scheduled audits to monitor your store/unit performance on a
consistent basis
• As needed audits to focus on your locations that routinely perform poorly
on metrics like shrink, sales, employee turnover, etc.
• Random audits with no targeting mechanism to allow you to perform “spot
checks” across your organization |
| Answering
Your
Questions
About
Field
Operations
Compliance
|
| The Zellman Group is run by retail executives with an intimate knowledge of loss prevention, audit, and retail and hospitality operations. Structured field audits provide a non-biased insight and objective view into your store employees' understanding of and compliance with the company's loss prevention and operational policies and procedures. |
| Preparation is the key for a swift, thorough, and complete field audit. Prior to the very first site visit, we review your policies and procedures in detail, spend a day in a well-run location - normally with a district manager and others present - and develop a customized audit worksheet. |
| Audit Store/Unit Procedures |
| An audit of store/unit loss prevention policies and procedures is conducted in the presence of the manager and is comprised of several areas. Typical compliance areas
of focus include, but are not limited to, facilities, inventory, physical security (safes,
alarms, keys, etc.), cash management (register and media, cash control, deposits), and
offsite facilities. Upon completion, the auditor will review the audit with the manager
and make recommendations regarding any deficient areas. This tactic instantly raises
employee awareness and helps quickly retrain managers and staff. |
| Review
Of
Sales
Paperwork
|
| The location's sales paperwork is reviewed for the purpose of policy and procedure compliance. The basic transaction types audited include: refunds, voids, credit card sales, no sales, paid outs, employee purchases, and other potentially high risk transaction types that you might define. If there are any issues regarding policy violation, or theft, they will be addressed with the manager at the time of the audit. |
| Employee Loss Prevention Discussions |
| During the audit there are short, informal discussions with employees regarding specific loss prevention topics - including their thoughts on internal and external theft, their knowledge of loss prevention policies. |
| Complete electronic results are available 24 hours after completion of the audit. The audit has a web-based format, and the distribution of the audit results can be tailored to meet your needs. It can be automatically emailed to the store/unit, district, and regional managers upon completion. |
| Comprehensive reports generated from the audit results can be created based upon score, audit area, audit question, location, and managerial hierarchy. The reports are versatile and can be generated for store/unit, district, and regional managers. |
| Policy
And
Procedures
Recommendations |
| Before, during, or after the audit, we can review your current policies and procedures
including ringing transactions and refunds through the POS, handling of cash and deposits, monitoring of inventory, and physical security procedures (safe, alarm, EAS, etc.). Our seasoned field audit team may recommend policy changes, clarifications, and additions, and we can assist in developing these policy/ procedure improvements with you. |
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Did you know?
Most employees do not notify store management about known procedural violations. |
Why Choose The Zellman Group?
• Dedicated field auditors take the staffing burden off of you.
• Highly experienced auditors know how to customize the process directly to your business needs.
• Our standardized field audit procedures give you a consistent and timely deliverable to share within your entire organization.
• Web-based reporting of results within 24 hours underscores our fast and paperless
• Immediately raise awareness by reviewing audit results with managers on the spot. Web-based results are made available within 24 hours for rapid action while encouraging a paperless process. |
| For more information please contact us here. |
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