Retailers know that health and safety compliance across multiple store locations can be a tedious and time-consuming process. Many rely on manual checks and paperwork that are prone to human error and lack visibility at the corporate level.

That’s why our team decided to implement an automated workflow to help one retailer client improve their compliance reporting and oversight across all stores.

We leveraged a combination of Google Forms, Google Sheets, Google Apps Script, and Email to create a streamlined system that simplifies compliance for store managers while providing head office with a bird’s eye view of safety metrics.

The core components we included:

  • Customised digital checklists for store managers to fill out daily/weekly safety inspections. This replaced the pen and paper forms they had previously used.
  • Automatic compilation of results into a Google Sheet dashboard that corporate leaders can access anytime. This gave them real-time visibility rather than waiting for paper reports.
  • Email reminders and notifications to store managers so they complete their checklists on time. This helped boost compliance without constant nagging from head office.
  • Automated follow-ups if any issues are reported. For example, alerting facilities if a broken fixture is reported.

While this automation is focused on health and safety, the principles can be applied to streamlining any multi-location business process – from inventory to HR workflows and more.

The key benefits realised with this automated system include:

  • Improved compliance rates across the store network.
  • Faster access to reporting for head office.
  • Less administrative workload for store managers.
  • Proactive identification and resolution of issues.

By leveraging easy-to-use no-code tools, we were able to set all this up without expensive or time-consuming software development. It’s a great example of how businesses can leverage automation to free up their team for more impactful work.

Check out the accompanying video walkthrough to see this health and safety automation in action! And feel free to reach out if you have any other workflows you need optimised. Our team loves leveraging automation to help organisations scale efficiently.