Dynamic Survey Engine
Enables mobile field teams to conduct on-site audits directly within the app.
Uses QR code–based mobile forms to collect dealer feedback remotely.
Allows reps / brands team to document and analyze brand presence using photos.
Provides location-based check-ins with multimedia note-taking capabilities.
Offers fast escalation paths for urgent field issues.
Automates scheduling for regular, recurring field surveys.
Enables conditional logic—for example, only asking questions about fixtures if the dealer has any.
Adds context-aware follow-up questions based on prior responses or dealer marketing activity.
Allows surveys to be built in advance and launched on reps’ devices with start/end dates.
Supports both one-time data capture and recurring surveys that track changes over time.
Stores past surveys that can be reviewed, recalled, or reused; data is never permanently deleted.
Financial Module
Manages departmental budgets with granular control by cost center.
Organizes financial data using a structured general ledger format.
Enables secure fund transfers between user accounts with audit trails.
Supports flexible fiscal period resets for budgeting cycles.
Provides configurable overdraft rules and negative balance handling.
Allows for hierarchical budgeting across teams or regions.
Enables real-time tracking of allocated budgets and actual usage.
Compares budgeted amounts to actual spend for performance insights.
Automates approval routing within financial authorization structures.
Manages the full lifecycle of expense requests and processing.
Organizes expenses by category for better tracking and reporting.
Allows receipts and documents to be attached to transactions.
Enables custom data input for detailed expense tracking.
Provides full visibility into financial transactions and audit trails.
Measures return on investment to evaluate financial effectiveness.
Visualizes key financial metrics through dynamic dashboards.
Evaluates and reports on budget effectiveness across teams.
Regulator AI
Uses AI with complex multi-prompt models and language structures to extract actionable data from submitted photos.
Applies contextual and accurate tags to photos, making them easily searchable by both AI and human teams.
Evaluates store environments in submitted images to assess retail conditions and execution quality.
Analyzes and organizes survey responses to fill intelligence gaps derived from field data and imagery.
Integrates open-source data like population, local events, and weather to enrich retail intelligence reports.
Presents visualized insights directly inside the Intelligence Dashboard within the Regulator platform.
Delivers reporting formats that match brand hierarchy and organizational structure.
Consolidates visit-level data into daily rollups, multi-check-in summaries, and weekly intelligence reports.
Intelligence Dashboard
Create personalized views with configurable analytics widgets.
Access a broad selection of pre-built analytics and visualization widgets.
Use pre-configured templates for rapid dashboard setup.
Duplicate existing dashboards for easy replication and modification.
Visualize key financial data through dynamic charting tools.
Compare budgeted spend against actuals in real time.
Monitor and display order status within custom dashboards.
Show current inventory levels with real-time stock indicators.
Track time spent on projects using interactive widgets.
Visualize fixture data and status for retail or field programs.
Analyze return on investment through operation Regulator data.
Display ledger-specific financial data in dashboard format.
View order status within reporting dashboards.
Monitor inventory movement, levels, and trends visually.
Generate comprehensive financial reports across business units.
Track day-to-day field activities and performance by region.
Visualize and interpret survey results in dashboard format.
Export widgets and data to Excel for further manipulation.
Showcases top field executions from regional teams with curated photos and criteria-based highlights to inspire peer performance.
Displays the highest-performing field executions worldwide, using visual highlights and data-driven benchmarks to encourage global excellence.
Monitor user activity patterns and performance metrics.
Order Admin
Focused on simplifying comprehensive approval workflows.
This solution streamlines administrative order communication.
Helps teams efficiently manage detailed administrative reports.
Built to simplify and scale store configuration and management.
Streamlines resource distribution across teams and departments.
Simplifies bidirectional API connectivity for seamless data flow.
Designed for better control over vendor data exchange.
Simplifies the setup of intelligent, customizable approval workflows.
Enables efficient bulk asset management through Excel imports.
A smarter system for managing bulk budget allocations.
Ideal for managing customizable order categories with precision.
Streamlines flexible data collection for unique order requirements.
Simplifies multi-level approval chains for complex workflows.
Helps teams manage detailed item-level order controls.
Supports multiple payment methods including wire transfers and credit cards.
A system that simplifies and accelerates repeat ordering.
Manages standardized artwork sizes for easy deployment and reuse.
Streamlines repeat orders for point-of-purchase materials.
Simplifies bulk fixture ordering with better coordination.
Manages fixture inventory allocation with approval workflows.
Contact Management
Manages a structured contact database with grouping, segmentation, and hierarchy capabilities.
Collects advanced dealer data with marketing-specific fields to improve segmentation and targeting.
Tracks fixture inventory with comprehensive reporting on usage, location, and condition.
Connects seamlessly with enterprise systems to sync contact and sales data.
Organizes and distributes custom-sized creative assets at scale.
Facilitates vendor-integrated requests for fixture transport and repair.
Tracks location and condition of brand fixtures in-market.
Cleanses account data with built-in approval workflows.
Supports large-scale contact data transfer between systems.
Validates and cleans contact data while eliminating duplicates.
Maps contacts by location to support territory and service planning.
Standardizes contact entry using reusable presets and field templates.
Tracks historical interaction and activity data per contact.
Imports and visualizes sales performance data linked to contact profiles.
Analyzes contact engagement and performance trends over time.
Adds dynamic, brand-specific fields to contact records.
Creates flexible, customizable contact forms for internal or external use.
Confirms rep check-ins and validates dealer location accuracy.
Reports on how much marketing spend is allocated to each contact or location.
Ordering System Management
Multi-channel messaging system for efficient order coordination.
Provides detailed analytics and reporting for all order activity.
Secure file distribution to external stakeholders.
Supports unique store configurations for multiple asset types.
Guided process for building complex multi-step orders.
Allows orders to be split and shipped to multiple recipients.
Enables flexible order fulfillment across shipments.
Tools for updating or canceling orders after submission.
Real-time tracking of order progress and fulfillment status.
Full logistics visibility, including shipping timelines and carrier details.
Custom Creative Ordering
Automatically displays recorded custom sizes within the order workflow.
Automatically displays recorded fixture sizes during the order process.
Pre-fills brand-specific sizing based on standard configurations.
Enables linked attributes and logistics for selected print materials.
Routes creative based on retailer tier to ensure proper placement.
Manages print and install budgeting using a matrix of attributes and sizes.
One-click checkout for quick order submission.
Automates delivery of assets once order is approved.
Captures location assessments and creative placement size requests.
Creative asset ordering system with built-in approval workflows.
Fixture & Display Ordering
Track fixture placement and geolocation within the market.
Allocate fixtures to specific store locations based on variable data.
Approve all spend and fixture deliverables before deployment.
Collect delivery requirements including truck type, timing, contact info, and setup details.
Monitor dealer-level budget usage for fixture and display programs.
Fixture Parts Ordering
Enables ordering of parts linked to their corresponding fixture.
Customize fixture parts ordering with integrated approval workflows.
Submit fixture service issues and request approval for part replacements or dispatch.
Track fixture part spending against dealer-specific budgets.
Promo Ordering
Specify product attributes like size and color when ordering promotional items.
Review and approve all promotional item spending and use.
Monitor promotional spend at the dealer level.
POP Ordering
Approve all point-of-purchase spend and product use.
Track dealer-level POP budget allocation and usage.
Inventory Management
Provides live visibility into inventory status across the system.
Allocate to specific dealers from an administrative level.
Tracks inventory movement between warehouses or locations.
Sends alerts for low stock, expiration, or critical inventory events.
Maintains a full audit history of inventory actions and changes.
Attaches visual references and documentation to inventory items.
Oversees inventory of point-of-purchase materials.
Tracks deployment and delivery of POP items to locations.
Manages procurement and fulfillment processes for POP inventory.
Central catalog of promotional items for inventory and ordering.
Manages product variants and options for promotional goods.
Monitors stock levels and availability of promo items.
Associates product images for promotional item visualization.
Organizes promotional inventory into structured categories.
Manages fixture and display inventory across the platform.
Tracks inventory assigned to field operations and regions.
Provides visibility into fixture stock and where it has been allocated.
Manages fixture imagery for downstream ordering and visualization.
Organizes fixture types for efficient sorting and selection.
Tracks and documents damaged fixtures for service or replacement.
Central catalog for all fixture-related parts.
Controls available options or variants for fixture parts.
Monitors current availability of all fixture parts.
Stores and manages images for fixture components.
Categorizes fixture parts for easy identification and ordering.
Creative DAM
Protects digital assets with automated watermarking features.
Supports upload and management of all major media file formats.
Emergency asset withdrawals from market.
Organizes assets with intuitive categories and smart tagging.
Tracks version control and asset history over time.
Enables global distribution of creative assets across regions.
Manages retention and lifecycle of digital assets.
Powers fast and accurate discovery through advanced filtering tools.
Adds rich metadata for deeper asset context and searchability.
Reduces file sizes for better storage efficiency and faster delivery.
Monitors download activity for asset usage reporting.
Allows users to manage and monitor large-volume asset downloads.
Generates visual previews for faster browsing and selection.
Creative Publishing
Distributes approved assets to market through controlled workflows.
Tracks where and how assets are deployed in the market.
Connects to external vendors for streamlined creative execution.
Manages production and cost tracking for print-based materials.
Costs specific print attributes (e.g. thickness, finish) along with cost tracking.
Costs installation logistics for printed materials.
Supports multi-level reviews and creative asset approvals.
Provides structured release workflows with approval gates.
Tracks the deployment and location of creative assets post-approval.
Connects creative assets directly to related order activity.
Offers metrics and insights on asset location and usage.
Controls launch dates, in-market timing, and market withdrawal scheduling.
Demo Asset Management
Enables authorization workflows for reservation approvals.
Provides a visual calendar interface for managing bookings.
Confirms and verifies booking details with traceable records.
Allows users to edit or cancel bookings with full control.
Offers analytics and reporting on usage and reservation trends.
Create, edit or delete demo kits at any time.
Allocates buffer time for pre- and post-event shipping logistics.
System Configuration
Enables global use with support for multiple languages.
Supports enterprise multi-tenancy with centralized brand management.
Provides infrastructure to support international operations.
Delivers top-tier platform security features and encryption.
Offers detailed role-based access control across teams.
Personalized dashboard for analytics and performance insights.
Full suite for managing user roles, permissions, and status.
Sends alerts and updates across all connected devices.
Central location to view, sort, and manage all notifications.
Adds a secure login layer via SMS or app-based verification.
Registers and manages mobile device tokens for authentication.
Captures detailed audit trails of user actions across the platform.
Allows support staff to safely impersonate user accounts for troubleshooting.
Manages secure API access and key-based authentication.
Seamless navigation between different brand instances.
Enables region-specific configurations per brand.
Provides field access through native mobile apps on iOS and Android.
Communication
Instant messaging system for one-on-one or group chats.
Enables protected file sharing with external collaborators.
Converts discussion threads directly into actionable projects.
Manages complex discussions with multiple branching threads.
Allows for structured categorization of topics and threads.
Enhances content discovery through topic tagging and smart search.
Lets users save important threads for easy reference.
Marks accepted solutions within discussions to build a knowledge base.
Sends real-time alerts for new messages or mentions.
Provides tools to organize and manage ongoing conversations.
Offers full message archiving with advanced search capabilities.
Displays availability and presence of team members.
Enables in-line comments tied directly to specific content or tasks.
Share Direct
Enables safe, external sharing of files through protected public links.
Automatically syncs and stores key files on mobile for offline access.
Replicates configurations and assets across global or regional instances.
Provides centralized control and management for internal documents.
Organizes media assets into structured, searchable categories.
Offers tools to manage, control, and monitor multimedia content.
Helps teams quickly find assets using search and filter capabilities.
Controls how media is shared and accessed with configurable permissions.
Allows teams to publish updates, articles, or internal stories to selected audiences.
Organizes content by type, purpose, or audience for easier access.
Tracks and reports performance metrics for distributed content.
Enables users to comment on assets and tag teammates directly in communication threads.
Event Asset Management
Comprehensive scheduling system for event assets and resources.
Visual tool for managing and tracking upcoming events.
Tracks financials related to event planning and execution.
Offers flexible views to manage daily, weekly, or monthly event timelines.
Organizes events by category for easier planning and segmentation.
Enables flexible data input tailored to unique event needs.
Project Management
Automatically creates brand-defined project orders from custom art requests, assigning human resources and required assets.
Provides in-depth analytics and reporting for all project activity.
Offers visual tools for managing project timelines and dependencies.
Displays task-level Gantt charts for granular project planning.
Centralized messaging hub for all project-related communication.
Enables project-specific workflows for approvals and stakeholder sign-off.
Lets users build reusable templates for repeatable project types.
Sends automated reminders to keep tasks and milestones on track.
Delivers real-time updates across project activities and changes.
Assigns and tracks individual tasks with detailed user-level control.
Organizes and tracks group-wide tasks for team-based execution.
Tools for setting key milestones and maintaining scheduling accuracy.
Centralized location for storing and accessing project-related documents.
Tracks billable hours or time spent on each project activity.
Allocates and manages resource hours across multiple projects.
Oversees manufacturing or production-specific workflows.
Tracks and reconciles financial data related to specific projects.
Automatically calculates hours based on group-specific hourly rates.
Allows teams to submit and track expenses against the correct budget lines.
Assigns project costs to the correct region, group, or spending bucket.
Connects ordering activity to project-level accounting for full financial transparency.