Tag: French

Increasingly Effective Site Visit Reports (Part 2 of 3) A site visit report should not be limited to providing a snapshot of a single location. It should give the franchisor a comprehensive overview of its entire network.   Statistical Tools for a More Actionable Summary Let’s start with a preliminary note: to analyze site visit reports, the network headquarters must fully configure its audit forms in advance. Once finalized, these forms are packed with data that, when leveraged to their full potential, provide a comprehensive overview of the current status of all a franchisor’s locations regarding a specific topic.  Once this valuable data has been collected, it is essential to be able to extract key insights in a clear and meaningful way. To this end, the use of statistical tools provides real added value. These tools allow you to gain an overview of the forms, as well as detailed insights into the questions, thereby enabling you to generate accurate reports and track your franchisees’ mastery of various key topics.   In the first part of this three-part series on visit reports, you learned how to fine-tune the settings for your training visit forms. Now discover the second part, which covers adding statistical tools to your audit forms! This new feature provides you with general data on a form, giving you a quick snapshot of how well a topic is mastered across your locations. For example, you can see at a glance which areas of concern require further action, which areas your franchisees have mastered best, or even which forms haven’t been implemented at certain locations.  A comprehensive overview through statistical tools for a more actionable summary With the goal of helping you maximize the potential of your visit reports, this section provides access to statistics for a selected form based on a time period you define. You can also use filters to select the locations, groups of locations, or coordinators that interest you for this form. This statistics section consists of three tabs; let’s take a look at them together:   General Information: An overview of a specific form; the statuses of visit reports; the average across all your locations for a form and the distribution of ratings for each question; a top 3 list of the best and worst locations and questions 📊 Details: A detailed breakdown for each question on the form of your choice The average score for each category on a form The distribution of ratings and the average score for all questions within a category The average score for each location on a specific question 🏢 List of Locations: The average for each location on a selected form. If you’re already a customer and want to take advantage of all these new features, go to 🏢 Location Management → 👁️ Visit Report → ⏲️ Statistics. An overview of a specific form: Visit Report Statuses To help you make the most of your visit reports, this section provides access to statistics for a selected form based on a time period you define. You can also use filters to select the locations, groups of locations, or coordinators that interest you for this form. With an overview of the form of your choice, the General Information tab provides details on the number of reports and the number of locations associated with that form. It also shows the statuses of the reports found.   The average across all your locations for a form and the distribution of ratings for each question. This information is followed by the average, as well as the minimum and maximum scores obtained for your form. A pie chart complements these results by showing the distribution of ratings for the various questions.  A list of the top 3 best and worst locations and questions Still within the same tab, 🏢 Locations shows you the facilities that received the highest and lowest scores on the same form.   Please note that this display may change depending on the amount of data. If there is limited data, only the location with the highest score and the one with the lowest score will be shown. Conversely, if a large amount of data is available, you’ll see the top 3 locations with the highest scores and the top 3 locations with the lowest scores. Following a similar principle, the ❓Questions that received the highest and lowest scores are displayed.   A detailed report for each question on the form of your choice The average score for each category on a form The second tab, 📊 Details, presents all the questions on the form in detail. First, you’ll see the average score obtained by the locations for each category.  If you’d like to learn more, simply click the “+” in the top right corner of each category to view the details. You’ll then see the questions included in the category you’ve expanded.  The distribution of ratings and the average for each question within a category Once you’ve expanded the category of your choice, you’ll have access to additional information about the questions and locations.  In this interface, two new tabs are available to you. The first is a ⚫ Summary with bar charts showing the distribution of scores for a given question, as well as the average score for that question across all relevant locations.   The average score for each location for a question The second tab displays the List of Locations, showing the number of visit reports per location, as well as the individual average score for each location on that question.  The average for each location for a form The last tab, 🏢 List of Locations, lists the specific average for each location for the form in your search. You may be interested in these articles: It’s official. Franchise On Cloud is now Cerca.[…]

Increasingly Effective Visit Reports (Part 1 of 3) In addition to helping franchisees grow their businesses to their full potential, visit reports are, above all, a valuable source of data for franchisors.Once analyzed, this data provides the franchisor with an overview of how well their franchisees are handling various key areas and also serves as a reliable indicator of a location’s status at any given time. A thorough analysis of these reports cannot be carried out without comprehensive upfront configuration of the audit forms and the use of statistical tools. It also requires a user-friendly interface for a quick and insightful understanding of this data. To this end, Cerca works continuously with its clients to develop increasingly relevant tools and thus address increasingly specific challenges. Fine-tune your visit report forms even further: Decide on the seasonality of a form, restrict access to one or more user groups, or schedule reminders so you never miss a single promotional visit again—these are just some of the new features available for editing visit report forms.  To learn more, go to the 🏢 Site Activities → 👁️ Visit Report → ⚙️ Configuration (Admin) Once you’re on this page, you’ll now be able to access additional settings in the ⚙️Advanced tab when editing a form.   Let’s explore them together: 🔔 Reminders for your support visits 📅 Forms organized by season 👁️ Specific user access rights for your forms 🔔 Reminders for your franchisees to sign visit reports Never forget a single audit thanks to mandatory visit reminders. Franchise support visits are part of the corporate office’s obligations. It’s essential to ensure that none are overlooked and that store development coordinators and operations managers are always notified in advance so they can plan them effectively.   These 🔔 Visit Obligation Reminders let you schedule reminders based on the frequency of visits—whether daily, monthly, or yearly—and notify your site coordinators and operations managers before the due date.   Note that visit reminders for a site are always based on the most recent audit. To give you a more concrete example, if in February you schedule an audit for the 1st of the month, the following month you’ll receive a visit reminder for March 1. But if in March you decide to reschedule that audit and it takes place on March 3, this means that next April, you’ll receive a notification to conduct your audit on April 3, not April 1. To enable this feature, it couldn’t be simpler: just check the box ☑️ “Enable mandatory visits,” then enter the number of mandatory visits per day, month, or year required, as well as the number of days in advance you’d like to notify your site coordinators and program directors.   Network coordinators and program directors will be notified by email X days before the audit date, but they can also find this information on the site information page within the visit reports for the relevant site.  Forms Visible by Season In this tab, you can configure the availability of a form for specific dates. To do this, check the ☑️ Enable box in the 📅 Period section. This allows you to choose the start date on which a specific form will become available. Note that it is not mandatory to enter an end date if one is not required.  However, if you do add an end date, this information will be displayed when you edit a visit report for a location or while configuring a form.  Set specific access permissions for your users for your forms In 👁️ Visibility, you can now configure access to your various forms. This new feature allows you to precisely determine which system groups have access to a specific form. You can also specify that certain visit reports will be available only to specific locations or groups of locations. Schedule reminders for your franchisees to sign visit reports Using 🔔 Reminders, notify your franchisees that the form for the latest visit report has not yet been signed. Simply select a number of days after the audit is completed to remind your franchisee to sign the document. Of course, you can schedule multiple reminders.  A big thank you to our franchisees for their feedback, which helps us improve our software every day—and a special thank you to TOMA Intérim for helping us enhance one of these features. See you soon for more new features! 😉 You might be interested in these articles: AVIVA Chooses Franchise On Cloud; Comme J’aime Chooses Franchise On Cloud

🆕 New Features: What’s Changing on Cerca as of November 1, 2021 At Cerca, our priority is to evolve the platform in step with the needs on the ground. This month, we’re introducing four new features designed to simplify the day-to-day management of your network. Make catchment area maps visible in the directory Add an “Additional Information” tab to each system group’s profile Add SMS notifications to the Events module Add the ability to archive a discussion in “Discussions and Ideas” ” Here’s an explanation of each one: 📍 Mapping: Your service areas are now visible directly in the directory. Good news: You no longer need to navigate to the “Branch Management” tab to view your service areas. With this new feature, you can now view the map directly from the location directory. How do you enable it? Go to Network Activity > Directory ➡️ Filter by location to automatically display the associated map. 📁 System Groups: an “Other Information” tab to centralize your documents You can now store files such as resumes, employment contracts, or HR documents in a new “Other Information” tab, accessible on each user profile or system group page. How do you enable it? Go to Administration > Users➡️ Click the pencil icon to edit a profile, then access the dedicated tab. 💡 This space is fully customizable: simply submit a request to our support team. 📲 Events: Notify Participants via SMS as Well In addition to email, you can now notify event participants via SMS directly from the Events module. How to enable it? Network Activity > Events➡️ When creating the event, check the boxes: “ Notify invited users via email” and “Notify invited users via SMS” 💬 Discussions & Ideas: Archive Without Deleting Since it’s important to keep a record without cluttering up your discussion threads, you can now archive your conversations in the Discussions & Ideas module. How to enable it? In Network News > Discussions & Ideas➡️ Click “Archive” on the right side of the screen➡️ To find or unarchive a discussion, click “View archived discussions” 🙌 Thank you for your feedback These new features were developed based on feedback from the Essentiel and Domicile networks, Court’ea, and KEYMEX—a big thank you to them for their contribution to the platform’s continuous improvement. You might be interested in these articles: The History of the PANO Franchise Chooses Franchise On Cloud

4 Practical New Features Based on Customer Feedback At Cerca, the platform is constantly evolving thanks to your real-world feedback. Beyond the big announcements, it’s often the small, everyday improvements that really make a difference. 📅 Today, we’re highlighting 4 new features rolled out in October 2021, designed with and for our users. 💬 Notify a user in a conversation Cerca is evolving to make your conversations easier: you can now notify a colleague when creating a conversation (call, appointment, email…). Notified users will automatically receive a summary email. How do you enable this? Click 💬 > create an exchange > add the users to notify. ✅ Enable or disable a workgroup No need to delete a temporarily inactive group: you can now disable it without losing any information. This feature allows the platform to adapt to your network’s peak periods. How to enable it? Administration > Workgroups > click “Edit” > uncheck “Active.” 🚫 Add an elimination question to site visit reports A highly anticipated feature: elimination questions.If a site fails to answer a critical question correctly, the report’s overall score is automatically set to zero. How to enable it? Site Tracking > Site Visit Reports > Form Configuration ➡️ Check “Knockout Question.” ⏰ Enable a reminder for site visit report tasks Cerca is also evolving in terms of field management: you can now add an automatic email reminder before the deadline for a post-audit task. No more missed follow-ups! How to enable it? In a visit report > Add an action plan > set the number of days before the deadline for the alert. 🙌 Thank you to our contributing brands These October 2021 updates were made possible thanks to feedback from Babychou Services and Ninkasi. Thank you for your high standards! You might be interested in these articles: The History of Franchising; Franchise Owners, What Tools Do You Use for Recruitment?