The ultimate guide for Retail Execution and WFM software for your mobile merchandising teams

Retail Techsecution 101 – Defining need-to-know terms when managing your remote retail merchandising teams

Brick-and-Mortar Retail

Brick-and-mortar retail refers to the physical locations operated by retailers. Some companies have exclusively brick-and-mortar locations, some companies are e-commerce online-only, and others have omnichannel operations, meaning both brick-and-mortar AND e-commerce operations. Some stores are event built from other construction materials, but that’s a whole different story.



BYOD stands for Bring Your Own Device, such as cell phone or tablet. Reminiscent of everyone’s favorite type of party-on-a-budget, a BYOD strategy allows employees to use their personal device for work instead of a company-issued one, which can be more convenient, because it’s the interface they’re most familiar with and already know how to use. However, companies must balance the efficiency of BYOD with concerns about security and compatibility of apps on different operating systems (such as Android or Apple iOS). Learn more about Mobile Device Management below.


Channel Agnostic

Being channel-agnostic means focusing your communication efforts on the message itself, rather than focusing on the channel used to reach your audience. This means having a “customer-centric” mindset as opposed to a “channel-centric” one. For example, instead of thinking in terms of which channel you want to use, like sending an email or running a radio ad, think about the message you want to send, regardless of where your customer will see or hear it. This approach tends to be more personalized, targeted and holistic. If you do this right, it can result in a better brand experience all around!


Cloud Served

Cloud-served software utilizes services that are available to users through the magical, abstract mystery world of the internet, as opposed to the restrictions of a physical, on-site computer. Cloud services include anything from online data storage, web-based email, and document collaboration sites and they can be available anywhere that there is the cloud.


Device Agnostic

Not to be confused with a religious belief, this idea in technology refers to software that’s built to operate on various systems and on most devices. A device-agnostic mobile app can work on both an Apple iOS and an Android device. It can also work on different types of devices, including smartphones, tablets and laptops. A website, business process or practice can also be device-agnostic. The rise in BYOD workplaces, an on-demand workforce and gig workers highlight the importance of systems being able to work across multiple different devices – making your app more accessible to more customers.


Digital Badging/Digital Badges

Electronic proof of identification and/or mission in any given store. Digital badges can be displayed on ONE by Movista to allow store managers to scan and confirm that the rep IS who they say they are, and see what they are scheduled to work on in the store – giving them peace of mind and visibility to who’s in their store and why. What else can digital badges do? Glad you asked!


Digital Breadcrumbs

Not for the birds! Digital breadcrumbs are pieces of “evidence” or info we can leave behind when using GPS. These data points are collected by applications, like ONE by Movista, and are used by employers to keep track of devices while employees are on the clock, to provide increased visibility and accountability to work being done, as important tasks hang in the balance.


Experiential Marketing

Experiential marketing is a way to engage customers by going above and beyond the traditional shopping experience. This can be done through activities like in-store sampling, “retailtainment” events – workshops, special appearances and touring installations – as well as other experiences. These experiences are a way to connect with consumers and offer a unique in-store experience so stores can stand out among their competition.


Field Reps

Field representatives are the face of a brand when it comes down to it. They interact with customers and are responsible for setting up products in stores. They often travel from store to store, serving as brand ambassadors, sales representatives or merchandisers. They’re familiar with the brand they represent, which makes them an indispensable member of the sales team on the front lines. The right workforce management software can help field reps stay on top of their tasks, schedules, and project details.

Field Team

The field team includes a range of utility players: merchandisers, brand ambassadors, sales reps, demo specialists and others who make in-store product dreams come true! Field teams are responsible for executing store-level retail strategy and ensuring customers have a positive brand experience.


Gig Economy

The gig economy refers to the growing trend of workers taking on short-term freelance or contract work. These “side-hustles” can be used to supplement income or supply it entirely.


Labor Compliance

Labor compliance means following the rules and laws regarding workers’ pay, hours and conditions. In the United States, the law of the land is the Fair Labor Standards Act (FLSA). It’s vital for companies to understand and submit to the labor laws in every jurisdiction they do business. Companies found to be in non-compliance can face stiff financial penalties, and sometimes at the cost of its workers! No one wants to be part of that!

Merchandising Software

Merchandising software refers to various programs that help with in-store merchandising, planning, design and compliance. Merchandise software can be used to verify that work was done the right way, distribute tasks, troubleshoot problems and more. Using the right software can help reduce costs and improve workflows.

Mileage Reimbursement

Employees who are required to drive for work are often paid back for the miles driven, as well as accounting for wear and tear on their personal vehicles. The ability to accurately and easily track mileage and other expenses is important for both field teams and their employers.


Mobile Device Management

Mobile Device Management (MDM) is the supervision of the mobile devices used throughout an organization. Where there’s great power, there’s great responsibility – not just advice for superheroes, but for anyone who uses a mobile device with access to company data. When done well, MDM enables a company to have a consistent standard for saving and sharing files, keeping applications up to date, location tracking, supporting and troubleshooting on the devices used by its workforce.


Mobile Retail Execution

Aw, yes, the heartbeat of good merchandising. Mobile retail execution is the act of carrying out the tasks of in-store retail programs with the help of handheld devices. Field representatives and others are able to use technology more and more to help execute retail programs more effectively and accurately, thanks to tailored software and apps.

Omnichannel Retail

If this sounds like something out of a sci-fi movie, you’re not wrong. Omnichannel refers to retailers’ use of both online and offline channels to reach their customers. Traditional marketing promotions are no longer enough to reach shoppers and grow more archaic each year. People are using their smartphones and tablets to shop anywhere, anytime – so retailers need to be universally present, too.


On-Demand Workforce

No, this has nothing to do with streaming TV service. Actually, an on-demand workforce consists of workers who can be hired as needed, or “on-demand.” This type of worker is often hired by retailers, merchandisers, product companies and marketing agencies. An on-demand workforce can allow both workers and employers more flexibility. This is especially helpful around seasonal, holiday or other peak times.



Planogram is a diagram or worksheet which reflects shelf-space allocations for merchandise — whether it’s a box with the item description and name on a drawing of the shelves or small rendering of the items as they will appear when all stocked together… A planogram is a visual tool that shows a detailed layout of store shelving or a display space. It lets a shelf-stocker or merchandise partner know where and how a product should be set up in the aisle.


Planogram Compliance

Planogram compliance refers to how compliant your planogram is—are you still tracking with us? It’s the magic that happens when in-store shelving or displays are correctly executed/merchandised, as directed by planogram. Ensuring planogram compliance in a timely way allows employees to move on to their next store or task more quickly, keeping everyone happy!

Retail Audit

Retail audits consist of sending staff to stores to make sure stores are compliant with current rules. This can include checking on planogram consistency, product placement and regulatory compliance. Audits help prevent loss of sales from discrepancies in product displays or planograms.


Retail Compliance

Retail compliance typically refers to how well field teams conform their work on store displays to planograms. Compliance can also refer to regulations regarding products, labor or contracts industry-wide or company-wide. Streamlined and centralized communication platforms can make it easier for companies and employees to keep track of relevant guidelines for happier and healthier retail execution.


Retail Execution

Retail execution is our bread and butter… well, and any other product that needs to get from the back room of and out to the shelves to be stocked, displayed, featured, shopped and purchased. Our platform was designed so that you can enable your teams with the technology that will help improve the efficiency, productivity and accountability of your merchandising efforts.

Retail Task Management

Retail task management is the simply the process of overseeing a task from beginning to end. But wait, there’s more! Instead of only tracking the start and the finish of a project, true task management means knowing the priority, status, cost, progress, workflow, resources and more required for the successful completion of a task. Excellent task management can improve efficiency and reduce costs, especially in a large or complex organization.


Retail Workforce Management

In retail, supervising and organizing your workforce can include a wide variety of processes and tools surrounding the hiring, work load, performance, planning and scheduling of workers. Having the right software to streamline these processes enables employers to make the most efficient, productive and best use of its workforce efforts. Even one spread across the globe!


Retail Fulfillment

You can thank retail fulfillment for getting you what you need, when you need it. It’s the management of shipments, tracking and delivery of items to a store. At its best, excellent retail execution is kept on track by fulfillment, because field reps need to know that the products and other materials needed for displays and marketing events are at the store before they go in to start their projects.


Route Optimization

Route optimization is all about figuring out the best way to get from Point A to Point Z. Software designed for route planning considers many factors when calculating the best routes—including traffic, potential zombie apocalypses, drive time, time of day and more. Route optimization can save money on mileage reimbursement and overtime while increasing on-time arrivals, project completion and customer satisfaction. Win-win!


SaaS (Software as a Service)

Software as a Service (SaaS) refers to applications that: live in the internet cloud, are managed by a third party and are provided to end users. All of this high-tech stuff without creating the need to download, store, manage or upgrade the software on individual computers. Users typically pay a subscription for access to the SaaS software, which can be scaled to the size of any workforce. This makes good SaaS products reliable, cost-effective and less labor-intensive for a company’s IT division. SaaS applications can also be accessed from any Internet-enabled device! Examples of some SaaS applications you might be familiar with include: Microsoft Office 365, Google Apps, Dropbox, Adobe Creative Cloud, Cisco WebEx and Netflix.


Staff Scoring

Staff scoring is the act of grading employees on various qualitative factors. Scoring criteria could include engagement, reliability and quality of work. Any company that hires on-demand workforces (a sprinkling of interns, contractors or freelancers) can use staff scoring as a way to measure the performance of their workers.


Store Demos

Store demos are live demonstrations or samplings of products inside retail store locations. They can be an excellent and delicious way for brands to stand out among shoppers. Demos are often held as part of a larger experiential marketing strategy, but they can be stand-alone events featuring one item or several items throughout a store.


Store Fixtures

You know them and you love them! Fixtures are the hardware and equipment used to display products in stores. Fixtures include the shelving, display cases, racks and signage holders field reps and merchandising employees will work with to create awesome, eye-catching displays.


Task Management

Task management is the process of managing a task from beginning to end. Aptly named, right? Instead of simply tracking the start and finish of a task, true task management means knowing the priority, status, cost, progress, workflow, resources and everything required for the successful completion of each project’s task. Proper task management can improve efficiency and reduce costs (and frustrations) across the entire organization.


Visual Verification

Visual verification is the act of confirming that an assigned task has been completed in the right way by – you guessed it – reviewing, either in person or by confirmation through a photograph. Imagine working hard on an assignment, completing it, taking a picture and getting instant feedback from your boss. Or, as a supervisor, seeing your employee’s picture of an endcap display and getting the satisfaction of knowing the work you assigned was done the right way, right on time. It’s a feel-good scenario for everyone.


Who’s in My Store?

“Who’s in my store?” is a question every savvy manager should know the answer to. WIMS is a feature that lets users check to see who, in addition to their store staff, is working in their store at any given time, and on which assignments they should be working.


Workforce Enablement

Workforce enablement is the use of innovative technology and insights to give employees the tools they need to perform their best work. It’s a broad idea, but here’s one way to think about it: workforce enablement is increasingly accomplished through apps that give workers flexibility and keep them connected to their colleagues, tasks and purpose while on the clock. It’s all about setting your team up for success.

Workforce ROI

Workforce ROI measures the return on investment a company makes back from its workforce. It’s calculated as the net profit created by the workforce divided by the cost of hiring, training and payroll. Knowing workforce ROI can help employers find ways to creatively maximize their investment, as well as justifying headcount needed, which makes everybody happy.