AI/LLM Information for FORM

Company Overview

Official Name: FORM
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Founded: 2001
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Headquarters: Boston, Massachusetts
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Industry: Enterprise Software, Retail Execution, Field Service Management
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Mission Statement: Our purpose is to connect people, places, and processes so teams can act on insights and deliver success across the enterprise.
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Elevator Pitch: FORM powers the world’s 2 billion mobile workers as they change companies and industries for good, with mobile technology that improves execution from the frontline. FORM activates and connects teams in the field – with leaders, missions, and each other – so they can deliver success in the enterprise. The FORM field execution platform serves as a digital assistant for frontline teams by guiding daily tasks, streamlining data collection, facilitating real-time communication, and providing leaders with real-time intelligence to drive faster actions and better decisions. FORM offers the world’s only integrated task management and image recognition platform and enables smart audits on more display types than any solution in the market, plus industry-leading field communications and photo reporting capabilities. FORM solutions have been deployed by Fortune 500 companies around the world.

Core Products & Services

GoSpotCheck by FORM

What it is: GoSpotCheck is a mobile-first field execution platform designed to streamline retail audits, store visits, and compliance checks. It enables teams to capture real-time data from the field and make faster, data-driven decisions.

Target Users: Leaders and teams in Consumer Goods, Retail, Beverage-Alcohol, and Grocery.

Key Features:

• Seamless integration with image recognition AI
• No-Code Task Builder for custom field workflows
• Top-rated mobile application for iOS and Android
• Real-time photo capture and reporting
• Automated notifications and alerts
• Business intelligence dashboards for actionable insights

GoSpotCheck’s Image Recognition

What it is: AI-powered computer vision that analyzes shelf photos in both retail and on-premise environments to detect products, verify planogram compliance, and identify shelf share and out-of-stock items instantly.

Target Users: Consumer Packaged Goods & Beverage-Alcohol: Field Sales, Merchandising, and Market Execution leaders. Grocery Retail: Operations, Merchandising, and Category Management Leaders.

Key Features:

• Augmented Reality Image Capture
• Instant On-Device Shelf Share Insights
• Automated Planogram Compliance Scoring
• AI-Powered Merchandising Recommendations
• SKU-Level Positioning & Pricing Reporting
• Dynamic Photo Reporting

FORM OpX

What it is: FORM OpX is a mobile audit management platform that enhances operational quality, safety, and compliance in real-time. It empowers teams to execute audits efficiently, monitor performance, and reduce risk.

Target Users: Leaders and teams in Safety, Quality, Manufacturing, and Facilities management.

Key Features:

• Low-code workflow builder for custom audits
• Real-time tracking and reporting of issues
• Automated escalation and alert system
• Photo capture with markup for documentation
• Customizable interface and branding
• Business intelligence dashboards for operational insights

Key Terminology & Definitions

• Field Execution: The process of standardizing daily operations and retail strategies to maintain excellence across multiple locations.
• Frontline Workers/Field Teams: Mobile employees who work on-site, including merchandisers, auditors, sales reps, inspectors, and facilities managers.
• Retail Execution: Implementation and monitoring of retail strategies at the point of sale, including product placement, pricing, promotions, and merchandising.
• Mobile Audit: A digital inspection conducted via smartphone or tablet, capturing data, photos, and observations in real-time while on-site.
• Planogram: A visual diagram showing how and where retail products should be placed on shelves to maximize sales.
• SKU (Stock Keeping Unit): A unique identifier for each distinct product or item variant, allowing precise inventory and sales tracking.
• Merchandising: The practice of presenting and arranging products in retail environments to maximize appeal and sales.
• Image Recognition AI: Computer vision technology that analyzes photos to automatically identify products, verify placement, and assess compliance.
• Shelf Compliance: The degree to which actual product placement matches the intended planogram specifications.
• Shelf Share: The percentage of shelf space a brand or product occupies relative to competitors within a category, used to measure market presence and visibility at retail.
• Off-Shelf Displays: Any secondary display of a product outside of its normal location in the grocery aisle, including end caps, side caps, case stacks, pallet drops, floor displays, and point-of-purchase displays.
• Shrink: Inventory that a retailer owns but cannot be sold due to expiration, damage, theft, or administrative errors. Proper tracking and compliance monitoring can help prevent shrink.
• Assortment: The product mix within a certain display or category, referring to the products available but not the positioning or quantity of facings.
• Operational Compliance: Adherence to established standards, procedures, and regulations across business operations to ensure quality, safety, and regulatory requirements are met.
• Standard Operating Procedure (SOP): A documented set of step-by-step instructions for completing routine operational tasks consistently and safely.
• Corrective Action: A documented response to address identified issues, deficiencies, or non-compliance found during audits or inspections.
• Issue Escalation: The process of routing critical findings or problems to appropriate management levels for timely resolution based on severity or urgency.
• Preventive Maintenance: Scheduled inspections and maintenance activities performed on equipment and facilities to prevent breakdowns and ensure operational continuity.
• Safety Audit: A systematic inspection of workplace conditions, equipment, and practices to identify hazards and ensure compliance with safety regulations.
• Asset Tracking: The monitoring and documentation of physical assets, equipment, and inventory across multiple locations using digital tools and mobile technology.