Standardization and Audit of Units
Automate the franchise audit process, record non-conformities with evidence, trigger corrective action plans, and ensure standardisation across the entire network with complete traceability.
Audits conducted on paper, decentralized spreadsheets, or without a structured action plan workflow make compliance control difficult, compromise network standardization, and increase the risk of recurring non-conformities in franchised units.
With BlueService®, your franchisor automates the complete unit standardization and auditing flow, scheduling audits, recording checklists with photographic evidence, calculating scores by category, and automatically triggering corrective action plans through to verification and closure.
Complete control over audits and operational compliance of the franchise network
Gain visibility into every stage of the process, including scheduling, checklist execution, consolidation of results, action plan, and final verification of the corrections made.
There are many benefits
Automate franchise auditing and have total control over network standardization
Automate audit forwarding to the network
Schedule operational compliance audits, automatically notify the franchisee and the responsible auditor, and start the process without any manual triage or communication intervention.
Record photographic evidence and non-conformities
Capture photos of non-conformities in the field with geolocation, record operational and visual compliance checklists directly on the platform, and classify each item by criticality.
Consolidate scores and automatically identify deviations
Automatically calculate the unit score by category, such as visual identity, customer service, operations, and cleanliness, and identify non-compliances that require an immediate corrective action plan.
Trigger corrective action plans automatically after the audit
Automatically forward the audit results to the franchisee, triggering the action plan registration with defined deadlines and responsible parties for each identified non-compliance.
Understand how it works
How the unit standardization and auditing process works in practice
1. Audit scheduling
Use BlueService® Automatic Triggers and Notifications to automatically notify the franchisee and the auditor as soon as the audit is scheduled, eliminating manual communications and ensuring that everyone involved is alerted in advance.
2. Audit execution
Use the BlueService® App with Photo and Geolocation to record field evidence with location and the Forms to fill out the franchise audit checklist in a standardized way, even without an internet connection thanks to the app's offline mode.
3. Consolidation and scoring
Use BlueService® Automatic Triggers to automatically calculate and consolidate audit results as soon as the checklist is completed, and Statistics to compare the audited unit's performance with the network's history and identify non-compliance patterns.
4. Action plan
Utilize BlueService® Subactivities and Automatic Triggers to automatically create a subactivity for each identified non-conformity, routing each item to the responsible person defined in the action plan and automatically notifying them of resolution deadlines.
5. Verification and closure
Use the BlueService® Document and Report Generator to automatically produce the audit report with consolidated results, scores by category, identified non-conformities, and corrective actions taken, available for consultation and network history.
Process Completion
Use the BlueService® Hour Log to ensure traceability, auditing, and compliance.
Have complete control over Unit Standardization from start to finish
With BlueService®, Franchises stop operating on the fly and start having a structured, automated, and traceable process.
Automate audit scheduling and notification for franchisees and auditors
Record photographic evidence with geolocation directly in the field
Consolidate scores by category and automatically identify non-conformities
Verify and validate corrections with complete traceability per unit
Trigger corrective action plans automatically after each audit
Automatically generate audit reports upon closing each cycle
Blue AI
Use Blue AI as a business AI solution integrated with BlueService® to analyze the results of unit audits, identify non-compliance patterns across the network, and optimize the prioritization of corrective action plans based on the history of previous audits.
Results report
Analyze the results of the unit's audit checklist, identify the most critical non-conformities, and automatically suggest priority corrective actions based on operational impact and the network's audit history.
Visual Identity
Approved
Cleaning and Maintenance
Approved
Operations
Review
Blue AI automatically analyzes unit audit results, identifies non-conformities by category and criticality, detects recurrence patterns in the network history, and helps the quality manager prioritize corrective action plans with greater precision, agility, and impact on standardization.
Automate other Franchise processes
BlueService® has several pre-configured processes and functionalities that accelerate the implementation of your operation.
Franchisee Support
Structured process to record and manage support requests from franchisees, centralizing questions, operational demands, and administrative requests. It allows you to attach documents or images and track all assistance until resolution, ensuring more agility, organization, and control of interactions.
Opening a New Franchise
Structured process to manage the stages of deploying new units, such as point validation, document submission, construction monitoring, installation of visual communication, and operational preparation. Provides more organization, standardization, and visibility into the progress of the opening.
Franchise Contract Management
Structured process to manage franchise contracts from drafting and signing to monitoring validity, renewals, and amendments. Centralizes documents and approvals, ensuring more organization, legal security, and contractual control.
Standardization and Audit of Units
Structured process to verify if the units follow the operational and visual standards defined by the franchisor. It allows for the recording of audits, attaching evidence, and monitoring necessary adjustments, ensuring consistency and quality across the entire network.
Questions about Unit Auditing
What is a franchise audit?
It is the structured process of inspecting and evaluating franchised units, verifying operational and visual compliance with network standards, identifying non-conformities, and triggering corrective action plans to ensure franchise standardization.
How to automate the franchise audit process?
With BlueService®, Automatic Triggers notify franchisees and auditors during scheduling, automatically forward checklist results to the action plan, and trigger sub-activities for non-compliance, eliminating manual steps throughout the entire audit flow.
How to record photographic evidence during a franchise audit?
The BlueService® App allows capturing photos with geolocation directly in the field, with offline mode support for audits in locations without connection, registering all evidence linked to the compliance checklist of the audited unit.
How to calculate the compliance score by category in the audit?
The platform automatically consolidates the checklist results and calculates the unit's score by category—such as visual identity, customer service, operations, and cleanliness—classifying non-conformances by criticality to guide the corrective action plan.
How to trigger the action plan after the franchise audit?
Upon completing the checklist, the results are automatically forwarded to the franchisee, who registers the action plan with deadlines and responsible parties for each non-compliance. Subtasks are automatically created per item for individual tracking until resolution.
Como garantir rastreabilidade no histórico de auditorias da rede?
A plataforma mantém o histórico completo de cada auditoria por unidade, incluindo checklist preenchido, evidências fotográficas, pontuação por categoria, plano de ação registrado e validação das correções realizadas, disponível para consulta e geração de relatórios da rede.
Como usar IA na auditoria de unidades franqueadas?
A Blue AI pode analisar os resultados do checklist, identificar não conformidades de maior criticidade, detectar padrões de reincidência no histórico de auditorias e recomendar priorização de planos de ação corretivos com base no impacto operacional e no risco para a padronização da rede.
How to automatically generate franchise audit reports?
The BlueService® Document Generator automatically produces the audit report at the end of each cycle, featuring scores by category, identified non-conformities, registered action plans, and a comparative history with previous audits of the unit.
Discover more Solutions
BlueService® is a complete BPM platform that integrates all sectors of the company in one place, offering pre-configured processes for HR, Legal, Financial, Operations, Sales, Logistics, and much more, with automation, standardization, and total control of the process journey.