5 Tips For Successful Field Reporting
Field reporting is an essential part of running a successful business.
A field report is a document that includes observations and the analysis of particular events, ideas, processes, behaviours, and more. It aims to help identify possible solutions to a case study or project.
Until recently, field reporting was a manual process that involved doing everything through pen and paper. It was both time and energy-consuming, and above all, susceptible to human errors. But things have changed. Today, all you need for carrying out field reporting is a field audit app.
The field audit app makes the process much faster, requires less effort, and is more accurate than the traditional approach. That’s not even the best part. If you have a smartphone, tablet, iPad, or any other mobile device, you can do your field reporting from just about anywhere. You only have to install the field marketing audit app on your device of choice, and you are good to go.
Having said that! There’s one thing you need to know; how to secure success in the field reporting in your business.
Below are five tips that can help you achieve that:
Identify the Objectives for Conducting a Field Report
A good field report must have a purpose or an objective. In addition, the processes and the outcome should also be easy to understand. For instance, ask yourself questions like what do you intend to achieve in the end, or how will you achieve it? Your field report will receive appointments scheduled via email or a phone call without traveling to the office. They can use the map in the application to find the store location. They can track their daily tasks too through the app.
If you have to share the results of your field reporting with the stakeholders, make sure you ask them what they would want beforehand. Ideally, prepare a field reporting checklist to ensure you capture it all.
Assess and Improve
How are the report templates? Are they logical, and is everyone familiar with the phrases? It is best to check these things beforehand. You can also try to interview users to ensure that everyone is reading from the same script. Based on the captured information and feedback, make the relevant changes.
Make the Reporting Process as Easy as Possible
If you want more people to participate, you have to make the reporting process as smooth and easy as possible. For instance, you can try to take a look at some of your old data sets. You will realize that most of the empty fields were either irrelevant or too complicated for the respondents.
In addition, it would help if you avoided open-ended questions and, instead, used conditional questions, radio buttons, and dropdowns.
Make Data Easily Accessible to Clients
One of the best ways to build trust is by providing easy access to field reports to your clients. For instance, shared dashboards are an indication that all your decisions are data-driven or based on facts. It is also a way to reassure clients that the business is continually improving.
Conclusion
Successful field reporting involves using a field audit app that automates the process and the Right procedures. Hence, with these five tips, you will never go wrong.
