Merchandising Tasks Hampered by Disconnected Paperwork and Photo Documentation
Previously, after task dispatch, merchandisers visited locations with paper forms in hand, manually recording their activities. The form data would be manually entered into system for reporting after they returned to submit at teh end of days. Meanwhile, photos were edited, renamed, and uploaded separately to a cloud drive. This fragmented workflow created major inefficiencies. Merchandisers had to carry cumbersome paperwork, and managing physical records posed preservation challenges. Report compilation was further delayed by the need to match photos with form data—creating bottlenecks and limiting the company’s ability to manage and utilize critical merchandising insights effectively.

Data Overload and Time-Consuming Reporting
In merchandising business, tasks such as ensuring proper product displays, managing inventory, conducting store visits, surveys, and competitor analyses often rely heavily on paper forms and large volumes of photos. Staff must thoroughly document details like display quantities, stock arrivals, sales figures, and inventory levels across multiple products. To meet audit requirements and client expectations, numerous photos must also be captured and organized. This results in a massive daily influx of data. Yet for every campaign and each quarter, comprehensive reports must be delivered to clients. The process of organizing and archiving form data, then analyzing and compiling it into reports, can take weeks. The associated labor and time costs are significant, particularly for Global Innovation Marketing, where high business volume makes the burden even more pronounced.

Real-Time Monitoring of Merchandising Progress with Quick Schedule Analysis
The mobile nature of merchandising work presents major challenges in tracking employee progress. Traditionally, progress was reviewed through paper forms submitted at the end of the day. For urgent updates or confirmations, managers relied solely on phone calls. This approach offered little visibility into real-time schedules or task statuses, resulting in limited transparency and significant management difficulties.

Nowadays, with ServiceJDC, Global Innovation Marketing has overcome its merchandising management challenges, making team itinerary oversight seamless. Employees can now report their work progress anytime, anywhere via the ServiceJDC app, enabling managers to track team activities remotely, instantly, and accurately, ensuring highly efficient execution. In addition, the map view mode offers clear visibility into team location distribution, empowering managers to plan and allocate resources effectively. This enables swift responses to regional needs, which is an invaluable advantage for Global Innovation Marketing’s operations spanning across Taiwan.

ServiceJDC shows its core strength in organizing and streamlining merchandising task data. The system not only categorizes customers and tasks efficiently but also allows custom notes in task status reports, enabling managers to access task details and track progress with ease. This significantly enhances team coordination and offers a powerful solution for the merchandising business, where task complexity is the norm.

Replacing Paper Forms with Automated Data and Photo Documentation
In merchandising business, collecting comprehensive data is the foundation of success. However, this required merchandisers to carry bulky paper forms for field tasks. The subsequent process of summarizing, analyzing, and documenting the data was both time-consuming and cumbersome. With ServiceJDC, hard-copy forms are eliminated, data and photos are automatically recorded and organized, streamlining the entire workflow from fieldwork to reporting.

With ServiceJDC, mobile phones become powerful tools for task execution. Digital forms allow merchandisers to input data and capture photos of product displays directly on their devices, fully replacing traditional paperwork. Global Innovation Marketing has successfully digitalized all merchandising-related data—including store visit records, stock-in/out details, and competitor surveys. The system automatically documents and stores this data in the cloud, enabling managers to easily retrieve information using search filters such as keywords or date ranges. This not only eliminates the time spent on manual data entry and organization but also significantly reduces paper printing costs.

BI Reports Automate Insights, Enabling Real-Time Market Responsiveness
The strength of Global Innovation Marketing’s merchandising team lies in its rich data foundation and the insights drawn from sales trend analysis. Analytical reports serve as essential tools, helping the team understand market dynamics and collaborate with clients to shape effective business strategies. Traditionally, however, report generation has been a time- and labor-intensive task. The reliance on paper-based data and manual processing has consistently delayed report delivery. This lag becomes especially critical during promotional periods, where real-time insights and agile responses are essential needs that conventional workflows struggle to meet.

ServiceJDC’s BI analysis functionality breaks through the limitations of traditional paper-based operations. Data uploaded in real time by frontline merchandising personnel is automatically aggregated and processed through the system’s standardized reporting logic, enabling fully automated report creation. This significantly shortens reporting cycles and ensures timely visibility into current market trends. With continuous access to the latest merchandising reports, teams can adapt promotional strategies swiftly and effectively in response to shifting market conditions, ultimately enhancing clients’ competitiveness in the sales landscape.

Customer-Side Report Access with Customizable Permission Control
Information transparency is essential to maintaining strong customer relationships. Global Innovation Marketing has long shared data and reports with clients on a regular basis to showcase merchandising execution and results. With the support of ServiceJDC, this process has been further streamlined and optimized.

ServiceJDC enables clients to access form data and reports online, enhancing transparency and collaboration. At the same time, protecting sensitive business information is paramount. To prevent data leaks or accidental deletions, robust access control is a key feature that highlights ServiceJDC’s strength. Access permissions can be precisely configured based on each client's role and specific needs—ensuring they can only view authorized forms and BI reports. This allows the company to manage multiple clients securely, keeping data separated and access tightly controlled.

With customer-side report access, Global Innovation Marketing has embraced a new service model. Clients can now actively retrieve the information they need without waiting for periodic reports. This not only saves time for both parties but also fosters more dynamic and timely interactions. As a result, it strengthens customer relationships and deepens trust in the company’s services.