## Task Management & Retail Operations Operationalize communication, execution quality and accountability across every store.​ ## **Retailers Trust StoreForce** - - - - - - - - - - - - - - - - - - - - - ## **Win The Day, Every Day With StoreForce's Task Management Solution** Align teams, prioritize the right work and improve execution across every store. #### **Integrated Task Management** Plan, assign, and track every task in one place with full visibility across your store network. From corporate initiatives to daily execution, every task is clearly defined, prioritized and distributed to the right teams while also connecting with their schedules. **What this enables:** - Tasks assigned by role and location so teams focus on the right work - Real-time visibility into execution across every store - Priority levels that guide teams on what matters most - Balanced workloads that align tasks to capacity and timing **Built for execution at scale:** - Create detailed tasks with requirements, attachments, and sub-tasks - Validate completion with follow-ups and accountability built in - Monitor progress in real time and respond to issues immediately - Turn repeat work into templates to drive consistency across stores - Connect tasks to external systems and automate data flow #### **Redefine Your Store Visits & Audits** Turn every store visit into clear, actionable next steps in the app. Give field leaders the structure, visibility, and follow-through needed to improve execution across every location. **What this enables:** - Structured store visits with clear priorities and expectations - Immediate task creation and assignment during visits - Real-time visibility into execution and completion status - Consistent standards across every store and every visit - Faster issue resolution with built-in follow-up and validation **Built for field performance:** - Plan and schedule store visits in advance or conduct them on the fly - Capture insights, photos, and notes directly in the workflow - Track progress and analyze trends across locations over time - Enable store teams to complete self-audits and build accountability - Ensure every visit leads to measurable action, not just reporting #### **Clear Communication** Ensure every message reaches the right teams, is understood, and leads to action. Connect head office to the floor with communication that supports execution across every location. **What this enables:** • Targeted communication by role, location, or responsibility • Clear, consistent messaging that reduces confusion and rework • Faster alignment between head office and store teams • Embedded guidance that supports execution at the task level • Reduced reliance on back-and-forth communication and follow-ups **Built for store execution:** • Deliver updates, policies, and direction directly into the flow of work • Control visibility so teams only see what’s relevant to them • Use rich content like images and video to improve understanding • Track engagement to ensure communication is seen and acted on • Keep communication connected to tasks, audits, and daily operation #### **Help Ticketing & Support** Give store teams immediate access to the help they need to resolve issues and keep work on track. Connect support directly to execution so problems don’t slow down the floor. **What this enables:** • Real-time access to support directly within the flow of work • Faster issue resolution without relying on back-and-forth communication • Clear ownership and routing of support requests to the right teams • Consistent handling of issues across every location • Reduced downtime and disruption to store operations **Built for store execution:** • Submit and manage support requests directly from tasks and workflows • Route questions to the right subject matter experts automatically • Track progress, ownership, and resolution status in real time • Establish and monitor SLAs to maintain accountability • Connect support to tasks so issues are resolved without breaking execution flow #### **AI Chatbot** s Give teams quick, AI-generated answers and helpful articles for further learning. Make it easier to access knowledge, reduce unnecessary help tickets, and find the right information without endless searching. **What this enables:** • Quick, AI-generated answers to team questions • Easier access to knowledge base content and helpful articles • Reduced helpdesk overload before a ticket is raised • More precise answers using knowledge base content and past help tickets • Search that interprets intent and contextual nuances **Built for store execution:** • Ask questions directly in the AI Chatbot and get instant answers • Retrieve and interpret operational content from the knowledge base • Surface helpful articles for further learning • Provide tailored, context-aware responses powered by OpenAI • Use semantic vector technology and OpenAI embeddings to improve search intelligence ## Operational Metrics Improved with StoreForce: In-store Merchandising Compliance Task Completion Rate On-Time Task Execution Task Completion by Location Promotion Execution Compliance Corporate Initiative Completion ## **Real Results From Retailers** **Running Better Stores** From tasks to store visits and communication, teams use StoreForce to stay aligned and run consistency across all of their stores. # " Task management was a huge win for our store teams. We have seen improvement in conversion and loyalty capture, and our teams love having everything in one place. ###### Annie Schmitz VP of Store Operations # " The question used to be: ‘Which email was that in?' Now, with universal search, you just type in a word, and it provides results to the tasks you were looking for. ###### Lori Rickard VP, Operations Administration # " Once we centralized task visibility, execution became clearer, faster, and far more consistent across our growing fleet. ###### Patrick Clemens Retail Operations Manager