Promotional Setup & Takedown

Mobile task routing with step-by-step instructions and photo verification achieving 90%+ on-time execution versus 40-60% email-based with 20-30% display errors eliminated.

Business Outcome
time reduction in task completion
Complexity:
Medium
Time to Value:
3-6 months

Why This Matters

What It Is

Mobile task routing with step-by-step instructions and photo verification achieving 90%+ on-time execution versus 40-60% email-based with 20-30% display errors eliminated.

Current State vs Future State Comparison

Current State

(Traditional)

1. Corporate marketing emails promotional setup instructions to store managers: 'Memorial Day Sale - setup promotional displays by Friday 5/24, takedown Monday 5/27 at close'. 2. Email includes PDF planogram showing display layout, product placement, signage location. 3. Store manager prints instructions and assigns associates to execute when time allows. 4. Associates interpret planogram and build display: assemble fixtures, stock products, hang signage often with 20-30% errors (wrong product placement, missing signage, incorrect pricing). 5. Promotional execution delayed due to competing priorities: 40-60% of stores complete setup on-time, 40-60% delayed by 1-3 days or incomplete. 6. Promotional takedown often missed: displays left up past end date (1-2 weeks) causing customer confusion and margin erosion. 7. District Manager discovers non-compliance during next visit weeks later but promotion already ended.

Characteristics

  • Retail Task Management Software
  • ERP and POS Integration
  • Centralized Communication Platforms

Pain Points

  • Inefficient Communication: Dispersed channels cause misunderstandings and delays.
  • Lack of Real-Time Visibility: Difficulty in monitoring task progress and verifying completion.
  • Manual Coordination and Redundancy: Time-consuming task delegation and follow-ups.
  • Handling Last-Minute Changes: Challenges in managing sudden promotional changes.
  • Verification Challenges: Difficulty ensuring tasks are completed as instructed.
  • Dependence on Manual Processes: Reliance on Excel and email can lead to inefficiencies.
  • Variable Time and Cost Metrics: Lack of standardized metrics across retailers makes benchmarking difficult.

Future State

(Agentic)

1. Promotion Execution Agent delivers mobile task to store associates with step-by-step setup instructions: 'Memorial Day Sale Display - 5 steps with photos and product list'. 2. Mobile app provides guided execution: 'Step 1: Assemble 4-tier display fixture - see assembly diagram. Step 2: Stock Tier 1 with Product A (12 facings) - scan barcodes to verify correct products'.

  1. Associate completes each step and takes photo for verification: uploads photo of completed display with all products and signage visible.
  2. Display Verification Agent analyzes photo using computer vision: validates correct products, signage placement, pricing accuracy, display quality.

5. Agent detects issues and creates corrective tasks: 'Signage missing on Tier 3 - add promotional sign showing 25% off'. 6. Promotional calendar triggers automatic takedown task at promotion end date: 'Memorial Day Sale ended 5/27 - remove display and return products to home location by 5/28 close'. 7. Real-time dashboard shows promotional compliance by store: 90%+ on-time setup vs 40-60% with photo verification ensuring brand consistency.

Characteristics

  • Promotional calendar with setup and takedown dates by promotion
  • Planogram diagrams and step-by-step assembly instructions
  • PIM with UPC codes for barcode verification
  • Computer vision model for display quality and product recognition
  • Store associate task assignments and shift schedules
  • Photo verification images with metadata (store, promotion, timestamp)
  • Corporate compliance dashboards showing promotional execution rates

Benefits

  • 50 point on-time improvement (90% vs 40-60%) through mobile task delivery
  • 20-30% display error elimination via step-by-step guidance and photo verification
  • Promotional takedown automated with calendar triggers (50-60% → 95% on-time)
  • Real-time compliance visibility vs weeks-later DM discovery
  • Computer vision validates display quality ensuring brand consistency
  • Increased sales from proper promotional execution and on-time setup

Is This Right for You?

50% match

This score is based on general applicability (industry fit, implementation complexity, and ROI potential). Use the Preferences button above to set your industry, role, and company profile for personalized matching.

Why this score:

  • Applicable across multiple industries
  • Moderate expected business value
  • Time to value: 3-6 months
  • (Score based on general applicability - set preferences for personalized matching)

You might benefit from Promotional Setup & Takedown if:

  • You're experiencing: Inefficient Communication: Dispersed channels cause misunderstandings and delays.
  • You're experiencing: Lack of Real-Time Visibility: Difficulty in monitoring task progress and verifying completion.
  • You're experiencing: Manual Coordination and Redundancy: Time-consuming task delegation and follow-ups.

This may not be right for you if:

  • Requires human oversight for critical decision points - not fully autonomous

Related Functions

Metadata

Function ID
function-promotional-setup-takedown