WHAT IS INCIDENT MANAGEMENT AND HOW CAN DIGITAL CHECKLISTS HELP?

A five-hour computer outage cost Delta Airlines $150 million in 2017. Similarly, companies lose an average of $300,000 per hour in revenue, staff productivity, and maintenance costs due to system outages. 

Major disruptions can significantly outweigh such expenses. The reason behind this is simple: customers who are unable to pay their bills, participate in a video conference or purchase a plane ticket are eager to switch to a competitor.

 

Moreover, such incidents can disrupt the organization’s processes and make them highly critical to its future. Therefore, incident management is vital to ensure smooth business operations and to avoid such incidents in the future. 

WHAT EXACTLY IS INCIDENT MANAGEMENT?

Businesses use dozens of technological packages in the forms of software and hardware to increase productivity. But like other systems, these IT systems too are vulnerable to breakdowns and stutters or can malfunction from time to time.

One incident could be all it takes to break your business practices, and it can throw your entire organization in flux. This is mainly because the incident occurs out of nowhere, and no one is prepared for it.

Incident management refers to a certain set of IT practices and preparations that your team or organization would carry out to measure KPI (Key Performance Indicators) and detect and solve problems or an “incident” in the business. 

Incident management ensures that your IT team can resolve technical malfunctions at the earliest, to reduce damage and even your reputation in the long run. For instance, you don’t want your website to stop running amidst a big sale, for it may repel customers indefinitely.

BENEFITS OF INCIDENT MANAGEMENT

A good incident management software will give KPIs to help the concerned team dramatically reduce incident response time.

However, it must be noted that KPIs themselves will not solve your problems. Still, they will assist you in identifying the source of the problem and directing your efforts toward digging more profound in the appropriate areas.

Here are some benefits of incident management:

  • Deriving vital KPIs for current and future use.
  • Prevention of incidents and risks.
  • Reduction and elimination of downtime.
  • Securing confidential data.
  • Improving customer service.
  • Better efficiency by identifying areas of improvement.
  • Mitigating spontaneous labor and costs.

HOW CAN A DIGITAL CHECKLIST HELP?

Manually conducting safety auditing, inspection management, and meeting compliance standards can be tedious.

But harnessing digital checklists, businesses can streamline incident management and make it more accessible.

All industries have a unique set of challenges they face during operations. Digital checklists simplify these processes, making it much easier to tackle challenges while maintaining an organized workplace.

Digital checklists can prove your team with some critical KPIs like timestamps, uptime, SLOs (Service Level Objectives), SLAs (Service Level Agreements), MTTR (mean time to repair, resolve, respond, or recovery), On-call time, MTTD (mean time to detect), and MTTA (mean time to acknowledge). 

Furthermore, you can use digital checklists for incident management to do the following:

  • Log all incidents.
  • Determine the location and sensitivity of the incident at hand.
  • Isolate the incident to ensure it doesn’t affect other resources.
  • Identify regulatory measures for the incident.
  • Assign duties throughout your team according to various factors for faster issue resolution. This can be done according to the category, location, and effectiveness.
  • Eradicate malfunctioned or compromised data.
  • Develop a list for forensics and hardware replacement if needed.
  • Analyze data to study why the problem arose and how you can avoid recurrence in the future.
  • Create an incident report that logs which areas of the organization were most affected.
  • Track and monitor all incidents to ensure accountability as well as faster resolution of incidents.
  • Improve security measures.

As you can see, digital checklists can be beneficial in the case of incident management.

HOW CAN BARE HELP?

BARE-IFY is an iAuditor alternative that helps you create digital checklists and carry out vital functions that support your organization to run smoothly and effectively.

BARE provides businesses with KPIs for incident management to identify and diagnose problems with processes and systems, provide benchmarks and realistic targets for the team to work toward, and serve as a springboard for more extensive inquiries.

Additionally, BARE has a user-friendly mobile app that operates offline, gathering data for you to inspect and analyze easily. A simple dashboard displays real-time results that are easy to gauge.

The BARE-IFY mobile audit application is easy to use and super practical. Revolutionize your business practices, meet standard compliances, and rise to the top.

SAFETY AND SUSTAINABILITY: THE EMERGING PILLARS OF WORK CULTURE

One of the popular buzzwords quoted in corporate investor meets and annual reports in recent times have been ‘Sustainable’.

Over 93% of CEOs see sustainability as necessary for their company’s future. Sustainability has moved from being just an ‘add-on’ into ‘that’s how we do things here.’ 

 

The same goes with safety; organizations find their financial, social, and environmental risks, obligations, and opportunities better met when focused on safety in workplace culture. So how are these two parameters – safety and sustainability shaping the next-gen workplace cultures? In this post, we dive into this question.

WHAT DOES SUSTAINABLE CULTURE MEAN?

Sustainability and culture are increasingly used interchangeably or together in corporate narrative, despite both words having different connotations.

The World Council on Economic Development perhaps gives the most cited definition of sustainability – practices that “meet the needs of the present without compromising the ability of future generations to meet their own needs” (Brundtland, 1987).

Occupational Safety and Health Administration (OSHA) says: “Sustainable organizations strive to balance the triple bottom line of peopleplanet, and profit to achieve long-term success and viability.”

Hence, a sustainable culture means businesses are managing the ‘triple bottom line.’ This includes making decisions that take financial, social, and environmental risks, obligations, and opportunities into account.

This means, accounting for environmental and social implications in business reporting is not enough. Sustainable businesses produce jobs, healthy ecosystems, and strong communities. Sustainable enterprises thrive in healthy economic, social, and environmental systems.

Companies across the world are aggressively chasing sustainability goals to become carbon neutral, among others. To do that, companies often focus on establishing sustainable cultures in the workplace.

For instance, one of the world’s biggest sports-tech companies, Nike, launched its Reusable Dishwasher Program, encouraging its employees not to buy or bring disposable lunch containers to work. As a result, Nike cut single-use containers (cups and bottles) by 16,000 pounds per quarter, and by the end of the year, trash per employee was down 11.5 percent.

Another notable example of how global companies harness workplace culture to attain sustainable goals is the case of chip-giant Intel. The company reportedly allows compensation to their employees who uphold recycling ethos on campus. As a result, E-waste bins populate the company’s California campus, where employees are encouraged to dispose of their old electronics for recycling. The result? Intel can recycle 75% of its total waste and is reportedly one of the world’s most sustainable-minded corporations.

Safety and Sustainability: Two Sides of a Coin

At their core, safety and sustainability concepts are geared towards the same objective – preserving resources. And when it comes to safety, the resource that is in question is the human workforce. An organization cannot be called sustainable if it does not focus on protecting the health and safety of its employees.

Some of the Sustainable Development Goals (SDGs) adopted by member countries at the landmark United Nations Summit in 2016 specifically deal with employee health and safety. These goals pertain to protecting labor rights, promoting safe workplace conditions, managing hazardous chemicals, etc.

OSHA has also been instrumental in promoting these guidelines and standards to ensure sustainable practices and reporting to protect the interests of workers.

SAFETY AND SUSTAINABLE CULTURE: HOW CHECKLISTS CAN HELP?

Almost every organization has a number of industry-specific health and safety risks that they need to take care of. Many companies put multiple guidelines and SOPs in place to mitigate and tackle each of these risks. However, it is quite a daunting task for an organization to ensure that these norms are being adhered to across all units.

This is where BARE can help. The BARE-IFY Audit App is an advanced safety compliance and auditing tool is an audit and inspection platform with robust incident reporting mechanisms and super user-centric UI. With our intelligent checklists and state-of-the-art mobile applications, ultra-modern interface, and fast team adoption, you can seamlessly implement and monitor your organization’s safety policies and procedures.

Our pre-created, easy-to-use, and logic-infused checklists make safety and sustainability compliance easier. Through the app, you get a 360-degree view of all your business operations and can take corrective actions against any safety violations in real-time.

The application offers industry-standard safety, which means large organizations’ sensitive and mission-critical data are in safe hands. Pulse also integrates seamlessly with your existing interface and is 100% mobile-ready.

Some stats to support BARE-IFY’s excellence in meeting safety & sustainability goals are:

  • 23% environment impacts reduced
  • 33% sustainable goals boosted
  • 73% risks minimized by fewer incidents
  • 9-hours saved in each inspection

As the quote goes – “Safety does not happen by accident,” to preserve one of the most valuable resources of your organization, i.e., your workforce, additional steps need to be taken. Only then will your organization prove to be sustainable and resilient in the true sense.

IS YOUR RESTAURANT’S PIE OF REPAIR COSTS INCREASING DAY BY DAY?

Any business has to incur a mix of fixed and variable expenses. If you are running a restaurant business, you will have expenses like salaries and rent that you incur irrespective of the number of open days and customers’ footfall. Expenses on food item purchases, however, would vary on the scale of business. 

 

When it comes to repairs and maintenance, a certain amount of it is expected in any business. Items like your kitchen equipment and air-conditioning will go through regular wear and tear. However, when these expenses occur too frequently, you need to sit up and take notice.

You look into the expense trend, sift out the avoidable ones from the unavoidable ones, and look for ways to avoid them to the extent possible. Here is a coordinated approach that you can adopt to keep your restaurant repair cost within the tolerable limit:

BUDGET AND ANALYSIS

Excessive costs erode a business’s profitability, sometimes to an alarming degree. It is always worthwhile to update budget figures and take stock of the restaurant’s various expenses. Depending on the equipment’s age, warranties available, number of items that need repair, etc. an estimate of the repair costs can be made. A detailed list of all these items should be in place, along with the maintenance requirement against each of them. Some of these items would be under warranty; some covered under maintenance contracts while the rest would need one-time repairs. After that, a regular analysis of the expenses incurred and noticing deviations between budgeted and actual costs ensure prompt identification of unexpected expenses. The expertise of service providers like Pulse comes handy in such workflow management and helps increase the business’s profitability.

MAINTENANCE CONTRACTS

Repairs in a restaurant may be required for kitchen equipment, refrigeration, plumbing, and heating, ventilation, and air-conditioning (HVAC) equipment. By entering into maintenance contracts for these items, you can successfully reduce your long-term operating costs. Inking annual maintenance contracts puts various scheduled maintenance in place, which prevents breakdowns and subsequent losses. These contracts help you avoid large expenses that you would otherwise have to incur. In order to manage these contracts, you can use Pulse’s “Track and Assign Actions” feature.

INDUSTRY STANDARDS

As a thumb rule, repairs of 1-3% of the overall budget is considered tolerable. However, depending on your location and industry, you should find out how your peers are doing for repair costs. This acts as a useful benchmark in understanding and budgeting your restaurant expenses. Probing into industry standards will also enlighten you about the restaurant’s best practices that can further streamline your day-to-day operations.

STAFF AWARENESS

It is not practical to remind employees of rising expenses without doing your homework. But with an updated budget in your hand, maintenance contracts in place, and knowledge of the industry, you are better equipped. The next step would be to sensitize your staff about the various practices that can reduce the need for repair. It could be by encouraging simple daily practices like avoiding unnecessary use of equipment, following standard operating procedures (SOP) while using them, and educating them about early warning signs of malfunctioning equipment. Notably, Pulse provides checklist-based inspection processes that can be customized and put in place in your restaurant operations.

OPTIMIZING LAYOUT

In a customer-facing service like a restaurant, the layout is important for various reasons. An attractive layout can woo more customers, improve the ambiance, simplify operations, and minimize expenses. Smart layouts can minimize air-conditioning, reduce the preparation time in the kitchen, and even reduce breakages. A congested layout, on the other hand, generally leads to more cutlery breakages, while a haphazard seating arrangement can increase the consumption of utilities and their wear and tear. Similarly, improving the kitchen set up can reduce the pressure on equipment and the workforce and improve efficiency.

CONCLUSION

With a focused approach towards your restaurant’s repair costs, you can keep better control over your restaurant expenses. And by adopting standardized processes and regularly monitoring and auditing the spending patterns, you can be better prepared to meet your restaurant’s repair and maintenance needs.


The BARE-IFY Audit App is an advanced safety compliance and auditing tool is an audit and inspection platform with robust incident reporting mechanisms and super user-centric UI. By making your company’s incident reporting process more straightforward, you’ll reduce the time your employees spend in reporting incidents and automatically cut back on opportunistic mistakes.

Pulse also offers ready-to-use checklists for multiple industries so that you can stay on the top of your compliance game and reduce the chances of incidents.

BARE INTERNATIONAL PARTNERS WITH PULSE TO REVOLUTIONIZE CUSTOMER EXPERIENCE FOR GLOBAL BRANDS

BARE International, a global company with 35 years of experience in customer research is joining hands with Pulse, a leading inspection and audit software company creating world-class EHS and compliance management systems. The partnership aims to help clients from across the industries with identifying issues that are affecting customer experience and providing actionable solutions.

For many years, BARE International has been using its global workforce of evaluators to monitor brands and get critical data to analyze. The company is doing business for clients in over 150 countries and completing more than 50,000 audits per month. The integration of Pulse with BARE International can revolutionize data collection and data analysis. Pulse with its new- age technology makes data collection from inspections extremely convenient and hassle-free. Using Pulse’s smart checklist editor and library, clients can conduct inspections in just a few clicks and gather insightful data including visual proof in real-time from any part of the world. This data can further help the client enhance its customer experience and overall internal operations.

Both the companies also have expertise in implementing regulations and compliance for clients from industries such as FMCG, hospitality, health & wellness, manufacturing, and many more. Thousands of carefully drafted EHS and compliance management checklists available on Pulse can help the clients save money on non-compliance penalties and create a work culture where incidents are reported timely and actions are taken quickly.

In the times of COVID-19, many brands are willing to evaluate the effect of health and safety on customer experience. Expanding on the same,

These are exciting times for Pulse as the clients from BARE International can now explore with us how sustainability, health, and overall operations have consequences on customer experience. They will be able to make the most of technology and research, and attain a 360-degree approach to building healthy relationships with their customers without compromising on compliance and health of workers.Simon Mangos, CEO, of Pulse

While BARE International evaluators can detect problems related to quality, safety and operations through customer interviews and feedback, the mobile app of Pulse can enable clients to empower their employees for on spot incident reporting independent of inspections. The moment ground workers see an issue that might lead to a bigger incident or bad customer experience, they can flag it on the app with simple steps. This allows early identification and corrective actions before major accidents take place. On the Pulse dashboard, the client can gain visibility into performance, operations, quality, and control.

Both the companies will now have more opportunities to connect with new customers and make the most of their shared capabilities.

We are thrilled to confirm a developer who is as passionate at customer experience and brand engagement as we are,Mike Bare, President and Co-Founder of BARE International

“Our exclusive partnership allows BARE to provide a unique opportunity to simplify employee tasks while validating their job is done well.”

Read the original announcement here.

About BARE International: BARE International sets the industry standard as the largest independent provider of customer experience research, data, and analytics for companies worldwide. Founded in 1987, BARE International is a family-owned business with global capabilities providing unmatched service and supporting businesses in over twenty industries.

BARE is headquartered in the Washington, D.C. suburb of Fairfax, Virginia with ten offices around the world. On any given day, BARE International is doing business for clients in more than 150 countries, completing more than 50,000 evaluations/audits each month. To learn more about BARE International’s customer experience research services and their dedicated field force of evaluators, visit http://www.bareinternational.com

About Pulse: Pulse is a 360 degree audit and inspection tool that allows businesses to create and publish branded checklists in minutes, without needing a specialized resource to create them. It’s an easier and faster way to get tasks executed. Pulse inspection app comes packaged with state-of-the-art analytics that automatically tracks, analyses, and reports the performance of your organization. Experience the power of an interactive dashboard and get a 360 degrees view of all the issues and actions that have been taken so far all in one window of the Pulse dashboard. Employees are empowered to convert every issue into action with a single click. Make every action an understandable activity through the aid of photographs and additional notes. Easily spot trends in the actions and determine how to improve in the future. To read more about the BARExPulse partnership and Pulse solutions, visit https://www.pulsepro.ai/partnerships/bare-international

BEWARE: EMAIL SCAMS

Beware!
Scams are circulating around and pretending to be BARE, including fraudulent prepayment checks, letters via mail, and email scams.
All evaluators for BARE International must be registered and would never receive prepayment for services. Payments are via Tipalti;
Cashier Checks appearing to come from BARE are a sign of a scam.
All legitimate BARE International emails end with @bareinternational.com. 
Thank you for alerting us to any possible scam so we can take action immediately!

Please be aware of possible email scams pretending to be BARE International.

All evaluators for BARE International must be registered and would never receive prepayment for services.

Actions Considered as Fraudulent

STAY AWAY FROM BELOW FRAUDULENT BEHAVIOURS!

Having Multiple Shopper Accounts

At all time, we only allow one evaluator account per person. Creating multiple accounts is considered as cheating and fraudulent activity; we will deactivate all your accounts once we found out.

Evaluation assigned to you should not DONE by anyone else!

An evaluation/ shop assigned to you/ your account has to be completed ONLY by you. You are not allowed to share your account with someone else, or ask someone else to complete a visit on your behalf. If we detected dishonest activity, we will exclude the shop and deactivate your account. Remember, there are always ways to find out more

Revealing your identity

Revealing your identity as a mystery shopper during an evaluation is strictly prohibited. Under all circumstances, you should never ever reveal your identity even if you are asked by the staff during the visit

Claiming a refund for a reimbursement audit

Claiming a refund, for a purchase visit is strictly not allowed, unless it is instructed by BARE in writing. All purchase receipts are checked by the clients

Scenario breach

Every Evaluator has to strictly follow the scenario step by step as mentioned in the evaluator guidelines.

Some examples of scenario breach:

(a) If you were to visit the shop alone, but you brought a friend along

(b) Complete the shop by checking a different product than the assigned one

Provide FAKE data

Evaluator should provide all relevant information based on the real visit experience.

Some examples of fake data:

(a) The POVs (storefront photos, photo of the receipts) are being edited

(b) The audio recording was being edited

(c) Evaluator filled in bias/ negative comments due to some personal issue with the staff and etc

Shoppers changing the demographics

Evaluators are not allowed to fake your personal information i.e. date of birth, gender, first name, last name, and your location.

Remember, we deserve all RIGHTS to deactivate your accounts and to not pay for the visits if we detected fraudulent activity.

Facts about Self-Assign

What is self-assign?

Self-assign function allows evaluators to instantly assign a shop to themselves as long as they meet the pre-defined quality criteria rather than allowing you to apply for a shop and then wait for a scheduler/ Resource Manager to assign you the shop. Self- assign shops are assigned on first-come-first serve basis.

What is pre-defined quality criteria?

It varies across the projects as different projects have different requirements i.e. demographic, shopper’s grade, qualifications and etc.

How do you self-assign?

As long as you meet the pre-defined quality criteria, you will see the self-assign button in the job board, click on it, put in your planned visit date accordingly and done! An assignment confirmation e-mail will be automatically sent to your mailbox, do check it accordingly!

What do you do after you self-assign a shop to your account?

After you self-assign a shop to yourself, you take the full responsibility to ensure that the visit is completed successfully (by yourself) within the deadline.

You are advised to follow the below steps:

1. Download and read through the evaluator’s guidelines

2. Read the questionnaire

3. Take the online test

4. Perform the visit accordingly and submit the report within 24 hours

5. Contact the respective Resource Manager if you are in doubt or there is anything unclear. You may find the contact details in the evaluator’s guideline.

BARE Evaluator: Code of Conduct


Recently, we received a complaint about a mystery shopping visit, which we would like to share with you.


As required by the project guideline, a BARE evaluator obtained the contact information of several employees from the target brand stores.

However, after the visits were completed, the evaluator kept in touch with these employees in private, during which the employees were verbally offended and harassed.

After having verified the evaluator’s inappropriate behavior, we immediately deactivated his Apollo ID and added to our blacklist. At the meantime, we also reported this case to MSPA and CMRA to ensure this evaluator would no longer be used in this industry.

In addition, considering that the misconduct of this evaluator has seriously affected our company brand image and reputation, we have also involved local legal department to investigate legal liability.

We will also provide active support to this client, by providing related information and evidence so as to facilitate their legal process.


An incident like this is the least we would like to see, neither do other companies in this industry.

We would like to take this opportunity to reaffirm BARE company philosophy, that is for evaluators to respect BARE’s evaluator code of conduct and BARE’s clients, so as to work together with us to ensure positive and sustainable development of the industry.

01

Evaluator Behavior

Evaluators, as independent individuals entrusted by BARE, perform assigned customer experience research tasks and by return obtain the corresponding reward. They represent BARE during the visits, and thus they should maintain professionalism as market researchers, and always pay attention to their words/deeds, and avoid the following inappropriate behaviors:

Contact BARE clients in private

For whatever purpose, evaluators should not ask for personal contact of the clients (unless specified by the project) during the visits, and should not keep in touch with the clients in private after the visits. Disputes with or harassment to BARE clients, in particular, due to personal emotional reasons, are strictly prohibited by BARE.

Unprofessional appearance

BARE assigns tasks to only qualified evaluators after the screening, and on the basis of mutual trust, we expect our evaluators to be professional. When performing visits, especially luxury or high-end brands, evaluators should mind their appearance and hygienic condition, as well as courtesy and manners.

Behaviors that would affect the result of the visit

For certain projects, BARE does not strictly limit the number of people to accompany the evaluator, but if the visit is performed with the company, the evaluator is obliged to ensure completeness and impartiality of the visit. Behaviors like constantly chatting with the companied person during the visit would by no doubt affect the result of the visit.

02

Below behaviors are not allowed

Provide FAKE data

The evaluator should provide all relevant information based on the real visit experience.

Some examples of fake data:
– Edited POVs (storefront photos, photo of the receipts, etc.);
– Edited audio recordings;
– Biased/negative comments filled in reports due to some personal conflict with the staff

Scenario breach

Every Evaluator has to strictly follow the scenario step by step as stated in the evaluator guidelines.

Some examples of scenario breach:
– You are required to visit the shop alone, but you bring a friend along;
– You have completed the shop by checking a different product than the one indicated in evaluator guideline.

Other Behaviors

– Duplicate accounts;
– Re-assign the agreed task to another person without permission from BARE;
– Fake personal profile in order to meet project requirement;
– Proactively reveal mystery shopper profile during the visit to demand a bribe or for other purposes;
– Refund the product that has already been reimbursed by BARE, in order to gain double pay.

All the above behaviors, once verified, BARE would immediately deactivate evaluators’ accounts and take corresponding measures depending on the severity level.

03

Mutual Respect and Protection

We hold the belief that most of BARE evaluators have passion for this industry and would respect our company philosophy and project requirement. Therefore, while expecting professionalism of the evaluators, we would also respect and protect their personal information and privacy to the utmost extent.We call for our evaluators to inform us the very moment they encounter any inappropriate words or acts from BARE client, so that we could take immediate action after verification, in order to provide them with a trustworthy shopping environment where their privacy and safety could be guaranteed.

BARE hope to work together with our evaluators, on the basis of mutual understanding and respect, toward establishing a higher standard for customer experience industry.

Mystery Shop Insights on a Budget: How to Monitor Compliance and Improve Results with Self-Audit

Are you interested in making an impact on your operational and service results?  Are you concerned that standards have fallen due to lack of corporate budget for monitoring? Do you want make a difference with a nominal investment in time and money? 

There is a saying, “You cannot manage what you do not measure”.  Linda Amraen, Global Director of Client Services of Hospitality at BARE International,  provides an overview of the Self-Audit methodology and why deploying Self-Audit to ensure your team is performing according to standards is important in mitigation of risk and overall improvement. 

Circumstances led me to travel in the pandemic time and to stay in several highly rated, branded of hotels.  My 9 to 5 has me responsible for creation of programs to measure compliance so I am acutely attuned to establishing and to meeting standards. I was not prepared however, to check-in to find the room I was assigned had not been cleaned.  I do not mean new protocol sanitized/cleaned, I mean overall, base change the sheets cleaned.  It appears there were some obstacles operationally that put the room in as occupational when in fact this was not the case.  I made the front desk aware and they handled the problem remedially, providing a new room and resolving it to my satisfaction. However, use of the Self-Audit could have proactively prevented this circumstance from occurring!

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SHOPPERFEST 2021

Meet Global Vice-President Jason Bare and Director of Business Development Michele Jowdy at ShopperFest!
MSPA Americas, the trade association representing the customer experience (CX), measurement, and merchandising industries, has announced the return of its annual independent contractor conference, ShopperFest, to be held June 25 – 27, at the Sheraton North Houston at George Bush Intercontinental Airport.

“We are excited to bring together our MSPA family once again for a weekend of industry education, networking and fellowship,” stated MSPA Americas President Sam Hersey. “ShopperFest has been an important event for our CX research and merchandising member companies to connect with our MSPA base of independent contractors, and for us as an association to deliver a robust series of sessions and courses to aid in the development of their skillset.”

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