- Complexity: Starter
- Deployment: Platform-native
The problem
Field service and retail merchandising teams rely on frontline workers to self check compliance at every location, using paper checklists and a highlighter. Across thousands of sites and shifts this manual process consumes a meaningful chunk of every shift and pulls workers away from customer facing tasks.
- Each shift starts with a manual highlighter and paper checklist review
- Consistency depends on how carefully each worker reads the checklist
- Supervisors cannot review every site in person
- Time spent on paperwork is time not spent on training or floor presence
The solution
A compliance workflow reviews a photo of the setup against the checklist and returns a pass or fail with specifics, while a supervisor keeps the final call.
- Worker submits a photo of the supply cart or event setup through the mobile app
- Workflow compares the photo against the compliance ruleset for that event type
- Workflow returns a pass or fail with the specific items that are out of compliance
- Event/shift management system records the result against the shift
- Supervisor confirms the result before the shift is closed out
Where people stay in control
- A field supervisor confirms every compliance result before the shift closes
- Failed checks route back to the worker with specifics rather than closing silently
- Teams can review flagged items before extending the workflow to new event types
Systems and data
The workflow reads photos submitted through the mobile app and the compliance ruleset for the event type, and writes pass or fail results with specifics to the event/shift management system.
- mobile app
- event/shift management system
Results
- Projected to reclaim over 70,000 labor hours annually in the documented deployment
- Reduced a 20 to 30 minute manual per shift compliance process to minutes in the documented deployment
Why platform-native
The workflow runs a single photo check against one ruleset with a supervisor confirming the result, so it fits platform-native, directly on the model platform with Altivus providing monitoring and governance.
Frequently asked questions
Does the AI decide whether a site passes compliance?
No. It returns a pass or fail with specifics, and a field supervisor confirms the result before the shift closes.
What does the worker need to do differently?
The worker submits a photo of the setup through the mobile app instead of completing a paper checklist by hand.
Can this work for other field service or franchise networks?
Yes. The same photo against ruleset approach applies to any network that currently runs manual inspection checklists across many locations.