Store Check Case Study:
Area-wide control at the Point-of-Sale

Area-wide control at the point-of-sale - Case Study

Case study: Collection and analysis of in-store data with regard to shelf stock and shelf placement of a specific hair care brand.

For a specific hair care brand, clickworker collected and analyzed in-store shelf data across multiple countries. Thousands of Clickworkers visited retail stores in their neighborhood, photographed the relevant shelves, and documented the actual on-site situation. Based on these images, the customer’s products were marked and evaluated according to defined KPIs. This gave the customer timely in-store data to verify compliance with trade agreements, identify incorrect shelf placement or missing products, and optimize sales promotions.

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The Challenge

At the point of sale, shelf placement and shelf stock directly affect visibility and sales. Products are best placed at the shopper’s eye and touch level, and a well-stocked shelf increases visibility. Manufacturers therefore need to know whether the shelf presentation agreed with retailers or trade chains is actually being implemented.

The customer needed continuous verification of compliance with trade agreements and of the actual situation at the PoS.
The customer needed a prompt reaction if shelf placement was incorrect or products were missing or only sparsely present.
The company did not have enough sales representatives to visit, check and evaluate all branches of different chain stores and markets area-wide in a timely manner.

The Solution

clickworker created a field-and-analysis workflow that turned store visits into usable in-store data.

Hundreds of Clickworkers in all target regions visit the relevant stores in their vicinity and check the situation at the PoS.
According to specific guidelines, they photograph the shelves with hair care products using their smartphones until the shelf can be displayed completely.
They upload the pictures with geo position, the business address and the store name to the clickworker platform.
The pictures of one shelf are automatically merged to create an overall image.
Clickworkers then count and evaluate the customer’s products in the pictures, including the number of individual product collections, product placement and arrangement on the shelf.
The customer receives timely and accurate in-store data for all relevant branches and can react quickly to incorrect shelf placement, missing products or possible logistics problems.

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Project Data

Countries: DE, FR, UK, IT, ES, TR, RU
Number of PoS per Country: 300-800
Clickworker tasks:
- First Task:
  - Visit a branch (from the list provided)
  - Take a picture of the store from the outside (with geo data)
  - Take a picture of the shelves or shelf with the hair care products (upright, frontal, up to eight slightly overlapping photos)
  - Upload the pictures on the clickworker platform, specifying the address of the business and the name of the store
- Second Task:
  - Analysis of the customer’s/ manufacturer’s products according to specifications
Quality assurance: clickworker internal verification of the pictures
Analysis and report: Internal by clickworker via analysis and report tools
Data transfer: Data transfer via API

Workflow

Project setup: The project is discussed with the customer, KPIs are determined and the resulting jobs / tasks are defined.
Task design: clickworker divides the project into two task sectors:
- a) Visiting the branches / PoS and taking pictures of the product shelves
- b) Analyzing the product portfolio / pictures
Store visits: Numerous Clickworkers visit the relevant stores in their vicinity, take the specified shelf pictures and upload them to the clickworker platform.
Image preparation: The pictures are automatically optimized for further analysis.
Image analysis: Numerous Clickworkers analyze the pictures according to the customer’s specifications.
Reporting: The results are delivered to the customer in the form of a report.

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Advantages

Speed: The customer receives timely in-store data and can react promptly if results are negative.
Area-wide control of the points of sale: Hundreds of Clickworkers can visit relevant stores across all target regions and retail branches.
Control and analysis data in full one-stop service: The process combines store visits, image upload, image merging, product analysis and reporting in one workflow.
Quality assured results: Pictures are internally verified by clickworker before analysis and reporting.
Scalable throughput: The project covers 300 to 800 PoS per country across multiple countries.
Flexible workforce: Clickworkers visit stores located in their vicinity, enabling broad coverage through a distributed workforce.
Regional scope: The project runs in DE, FR, UK, IT, ES, TR and RU.
Cost benefits: Using a distributed workforce reduces the need for the customer’s own sales representatives to visit all branches area-wide.
API connection: Data transfer can be handled via API.

Store Check Case Study: Area-wide control at the Point-of-Sale

The Challenge

The Solution

Project Data

Workflow

Advantages

Store Check Case Study:
Area-wide control at the Point-of-Sale