Mystery Shopping and Customer Experience Research Case Studies

Compliance Audits Fine Tune Menu Tests

Compliance audits play a vital role in preparing retail locations for marketing tests.  As an example, a quick service restaurant client needed to confirm that a sample of restaurant locations displayed the appropriate merchandising materials for a new menu item.  Without the audit, it would be difficult for management to accurately measure the new item’s sales impact.

Confero created detailed auditor guidelines that included clear descriptions of the merchandising materials and photos of correct displays.  Auditors used high-quality cameras to photograph indoor and drive thru menu boards at the location.  They compared photos to the POP guides to determine if the restaurants displayed the appropriate materials.  Later, they ordered the new item and photographed it to provide data on the consistency of the appearance of the new item.  Within 24 hours of the visits, they uploaded results and photos for each restaurant location.

Confero conducted the audits within a 5-day timeframe, and the company received results immediately following completion of the review team’s quality assurance step.  This quick turnaround allowed the company to ship materials quickly to those locations that did not have the new merchandising materials.