A Guide to Getting the Most Out of Your Dailychex Pilot

By September 15, 2022 Blog
manager happy with meazureup dailychex

“Checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness.”
― Atul Gawande, The Checklist Manifesto: How to Get Things Right

Consistent Customer Experience Builds Brand Loyalty

Studies have demonstrated that it can cost up to 25 times more to attract a new customer than to retain an existing one. Establishing and cultivating brand loyalty is key. Whether you’re managing operations at restaurants, convenience stores, dispensaries, movie theaters, or any other kind of retail business, ensuring an identical high-quality brand experience across locations will lead to brand loyalty and those ongoing customer relationships you need for success. Checklists are a great way to develop consistency, but only if they’re created and implemented effectively. Here are a few tips to help you:

  • Begin with a “list of lists.” What lists does your business need to succeed? Store opening and closing protocols are likely. What else? Perhaps you require bathroom checks or logs related to food safety procedures. You’ll need to create an implementation plan. Who will be responsible for checking the items on each list? When and how often will this take place?
  • Next, identify the tasks that belong on each list. Imagine yourself as the store manager or employee who will be responsible for the tasks on the list. What steps do you need to accomplish? Be sure to include anything that creates a positive customer experience. For example, if you’re conducting a bathroom check, you need not only to inspect for cleanliness, but also to make sure that soap, toilet paper, and hand towels are all in abundant supply, then correct any issues. Think through these details and add them to your lists.
  • Finally, you’ll have to determine the method by which your checklists will be completed. Too many companies are still using an old-fashioned method involving paper, pen, and clipboards followed by emailed reports that slowly make their way up and down the chain of command. That system is obsolete. There’s a better way: DailyChex by MeazureUp.

Whether you’re ready to initiate a checklist system at your business or considering making the transition from analog to digital checklists, a DailyChex pilot is the best way to start.

Pilot vs. Trial: What’s the Difference?

There are several reasons we call your introduction to DailyChex a “pilot,” rather than a “trial.” One-size-fits-all trials are limited. MeazureUp pilot experiences are not. We know that short-term, cookie-cutter trials don’t work. They can’t accommodate your organization’s unique needs. Unlike other companies, we don’t give you a stripped-down, basic version of our product to try. You’ll have access to all the same features that our paying users do. While most companies opt for a controlled environment of one to five stores for their DailyChex pilot, there are no preset restrictions on the number of users or locations that can be involved. We understand that you’ll need some time to explore the ways that DailyChex can improve effectiveness at your business, so your pilot will be as long and as broad as you need it to be.

Getting started is simple. It all starts with us getting to know your company, its current systems, and its needs. Our leadership team will show you around DailyChex and make sure that you’re familiar with its capabilities and applications. We’ll ask questions and incorporate your answers as we collaborate with you on customized checklists that reflect your business. While we get your setup ready, you’ll determine where you want to test the product and whether you prefer to place dedicated devices on site at your locations or ask employees to install the app on their own smart phones. The latter is often a good pilot period option for companies whose team is already using apps to track hours and more. Then you’ll loop in your stakeholders and launch your pilot.

Maximize Employee Value and Job Satisfaction

During your DailyChex pilot, you’ll be able to begin gathering and analyzing data, running reports, spotting trends, and responding immediately. Ray Abramson, MeazureUp’s CEO, says, “Paper checklist systems are problematic. Managers are fortunate if those lists are actually completed with any attention to detail and, if they are, they end up in a drawer or put in a binder until the health inspector asks to see them. Unlucky managers have employees who fill out the forms without actually performing the tasks. There’s no real way to verify. It puts businesses at risk.” Adding DailyChex to your operations guarantees that employees act in the best interests of your business. “Each item has to be checked off one at a time for the list to be complete, and we track the amount of time it takes, says Abramson. “The app can be configured to send push notifications to employees and managers for checklists that are coming due or overdue.”

Once complete, each checklist is automatically moved to the next person on the ladder. This automation makes it easier for store managers to supervise employees effectively. Thanks to daily digests with location and completion rate data, in-app photo capabilities, and fully functional action plans, regional managers can offer detailed and constructive feedback. Abramson says, “We have seen many cases in which executives were able to spot and address problematic trends quickly, even during their pilot periods.”

Your staff wants the digital tools they need to succeed. Making the transition to digital checklists is a significant culture shift at many organizations and employee buy-in is critical. The good news is that, in businesses such as restaurants, convenience stores, and others in which young people are commonly employed, your staff is already on your side. According to a CompTIA report, “71% of millennials say that the degree to which an organization embraces technology/innovation is a factor influencing where they work.” When you select locations for your pilot, be sure to choose some with managers and employees who can serve as “influencers” and ask them to share their positive experiences with colleagues as you go wide with the system rollout.

Exceed Expectations with DailyChex

You work hard to make sure that customers perceive your brand not just as good, but as great. It’s time for a cutting-edge checklist system that supports those efforts. Are you ready to learn how you can create growth by ensuring brand consistency across locations? Take the first step with a customized MeazureUp pilot. Schedule your free demo today.