Onboarding Your retail incident management Team & Data into Retail Incident Manager: Best Practices

One of the biggest hurdles when adopting a new operations platform is onboarding — migrating data, aligning workflows and training teams. With Retail Incident Manager, because it’s built specifically for shopping centers, malls and retail properties, we’ve developed best practices to make the process smoother.

Onboarding Action Plan

Key steps to properly onboarding your data and team:

• Step 1: Audit your current data
• Step 2: Clean and prepare property, property, tenant and incident data
• Step 3: Map workflows and train your team
• Step 4: Launch and review

How Retail Incident Manager Answers With Value-based Metrics

With Retail Incident Manager you capture data at the granular level — by property/site, by incident type, by team, status and resolution time. Because everything is logged in one system, you can generate meaningful analytics and dashboards. The platform is purposely built for shopping centers, malls and retail properties’ operational and reporting needs.

Example operations platform Report Metrics:

With these key metrics, you can craft a visually compelling report to your property owner, regional manager or other stakeholder.

1. Audit your current data: Start by listing all your data sources: property/site records, business contact lists, property and incident records, incident logs (safety, property damage, parking, tenant concerns), team assignments and reporting formats. Identify duplicates, outdated entries, missing fields.
2. Clean and prepare property, property, tenant and incident data: Because Retail Incident Manager links addresses, properties/sites, assets and incident/work-order records and structure and facility records, you’ll want to ensure your property data is accurate and up-to-date. Clean up property/location contact names, match properties/sites to incident and property categories, validate tenant and property contacts. This pre-work ensures the system works flawlessly from Day 1.
3. Map workflows and train your team: Identify your key workflows: incident reporting (trash, graffiti), assignment to Maintenance & Field Operations team, resolution status, follow-up, analytics. Use Retail Incident Manager’s built-in workflow features. Train field/office staff on the desktop systems and mobile-responsive functionality by practicing logging real-time incidents.
4. Launch and review: Once your data is loaded and your team trained, launch the system. Monitor usage in the first 30/60/90 days. Use analytics to check incident volumes, task completion, and the like. Identify any bottlenecks, refine your workflows, and celebrate quick wins to build momentum.

Additional benefits of using Retail Incident Manager operations platform

✓ Easy to Use ✓ Continuous Innovation ✓ Advanced Reporting ✓ Client Specific Coding

Conclusion

Onboarding properly will help you maximize value from your new Retail Incident Manager platform straight from the start. Ready to get started? Contact our Client Success team to schedule an onboarding walkthrough.