Digital Task Assigning and Execution Monitoring

After the implementation of the digital task assigning and execution monitoring by effie, businesses can achieve the following KPIs:

Industry

“Digital Task Assigning and Execution Monitoring” is one of the most efficient and time-saving processes offered by the effie platform. CPG manufacturers, distributors, and retailers can benefit from its implementation in their business processes.

User Type

This use case can be relevant for supervisors, sales representatives, regional managers, store managers, merchandisers, and other responsible officials in their everyday activities. Speaking about the separate roles’ objectives that can be achieved due to the digital task assigning and execution monitoring, it’s possible to zoom further in, for example:

• A supervisor might need to monitor the execution of urgent assignments across teams in real time.
• A sales representative might need to receive the most up-to-date instructions and generate execution reports quickly.
• A store manager might need to get real-time reports to avoid stockouts and lost profits.

Pain Point

Manufacturers, distributors, and retailers face persistent field force issues at points of sale. It mainly happens because of the following: task assignments are traditionally documented on paper and communicated informally (via instant messengers, phone calls, or even one-on-one talk). On one side, field employees lack timely feedback and clear instructions from supervisors regarding necessary actions at retail outlets; on the other side, supervisors struggle to track task completion. As a result, these discrepancies cause:

• loss of task visibility
• poor execution control
• missed opportunities
• inefficiencies and other issues

For example, let’s consider the following symptom: some merchandisers fail to complete urgent tasks at retail outlets on time. The reason is the lack of adequate setting and monitoring of urgent assignments. The consequence of this disturbance is that the company loses time and profits. However, a digital platform for unified assignment setting and monitoring would eliminate these risks.

Current Process

Let’s view an anonymous case of a company that strives to manage its daily processes at retail outlets without the effie solution. It’s not uncommon because, according to the statistics, 67.4% of supply chain managers use Excel spreadsheets as a management tool. However, currently, management without digital tools is inefficient. Our hypothetical company undertakes the outdated steps to set and monitor tasks in the following way:

1. The company managers prepare Excel spreadsheets with data and tasks to be performed
2. They print out documents with the routes for field staff (sales representatives and merchandisers)
3. Field employees fill in the paper questionnaires and add photos manually
4. Field force uses insecure messengers to exchange sensitive business information
5. Field workers create their reports manually (that is, slowly and inefficiently)
6. And this vicious cycle repeats itself

Needless to say, every step entails risks or losses, be it money, time, effort, or such intangible things as brand authority or customer satisfaction.

Effie Solution

To change the deplorable situation with tasks and reports, the effie service implements a solution to digitalize task assigning and execution monitoring. This control system enables supervisors, sales managers, and other stakeholders to create tasks for field employees directly through a mobile platform. Employees receive instant notifications about urgent tasks and required actions at every point of sale. Supervisors monitor task execution in real time, ensuring accountability and immediate feedback in case of a breach. This improves task visibility, execution quality, and overall responsiveness in the field.

Numbers speak louder than words:

• The implementation of effie’s digital solution led to a reduction in task completion time from 1 day to just 1 hour, which significantly improved task execution quality.
• In the first months of using effie, clients have seen task fulfillment increase up to 30-40%, demonstrating the effie platform’s effectiveness in driving better performance and results.

KPI

The natural question arises: “What quantitative indicators can be achieved after implementing the digital task assigning and execution monitoring?” The resultant effect can include the following:

1. Reduction in task completion time: A decrease in time required to complete tasks (for example, due to digital notifications and improved monitoring).
2. Improved task completion efficiency: Percentage of tasks completed on time after the implementation of the effie system.
3. Improved task accuracy: Reduction in errors or incomplete tasks before and after the effie system implementation.
4. Increased employee accountability: An increase in task completion due to transparency and control.

The consolidated dashboard “KPI Performance” allows users to monitor and measure all KPIs in real time.

User Role

The use case of digital task assigning and execution monitoring can involve supervisors, sales representatives, sales managers, merchandisers, and other relevant roles. Please check out the table below showing some company roles, their tasks, and the effie system elements they can use to streamline their everyday routine:

Client Story

One of the largest beverage manufacturers, Coca-Cola Beverages Ukraine, coped with its automation challenges due to effie’s AI-based platform. The task assignment function, in particular, helped the company increase the percentage of completed tasks by 40% (from 35% to 75%). You can read the full story of the cooperation between Coca-Cola Beverages Ukraine and effie in this article.

Integration

If information needs to be exchanged with external business systems, the effie service can be integrated with SAP, Oracle NetSuite, or Salesforce CRM.