Cortex Software makes FieldCenter, software for creating customizable PDA forms for Pocket PC and Windows Mobile handhelds. How to contact us.
As the Retail Merchandising industry shifts from paper to PDA forms based reporting, FieldCenter is providing consumer goods manufacturers and merchandising service organizations with a flexible, powerful and effective solution for cutting cost and improving field force operations. FieldCenter streamlines the previously paper forms intensive tasks of retail merchandising, mystery shopping and in-store assembly by providing a simple tool for creating dynamic mobile call reports for PDAs. Data from these forms flows back into a central database for simplified web-based report creation and sharing.

FieldCenter Retail & CPG allows you to:

  • Manage forms, clients, projects, retail banners, outlets and territories;
  • Route specific forms to certain users or user groups;
  • Integrated digital photos, barcode scans, and signature capture into forms;
  • Include planograms and media within forms;
  • Have a real-time view of incoming data, automatically generate reports;
  • Provide clients with branded web portal access to your reports.

FieldCenter Retail & CPG Functions:

  • Resets and walk-throughs
  • Photographic work validation
  • Retail conditions inspections
  • Pricing compliance audits
  • Competitive intelligence
  • POS materials ordering
  • Product returns handling
  • Manager-approved time sheets and work validation

Customer Success Story: Sigma Retail Services
Business Situation

Sigma Retail Services is a merchandising service organization providing third-party services to major retailers in the United States. With over 250 employees, Sigma provides services such as third-party in-store product line service, new store display construction, product line resets, and departmental or full-store remodels in Home Depot and other retail chains.

With tedious paper-based reporting bogging down field reps, and data re-entry driving costs at head office, Sigma recognized the need to streamline its operations in order to remain competitive and drive new business - while also providing additional value to its customers.

Solution

Paul Walken, technology specialist with Sigma, was responsible for evaluating PDA forms reporting solutions. After performing a thorough evaluation of FieldCenter including a successful field pilot project with 10 Pocket PCs, it proved to be exactly what Sigma was looking for.

“We need our field workers to capture work validation photos and store manager signatures on the PDAs. We also add and edit forms all the time. FieldCenter handles this effortlessly. And because it's hosted, we avoided any new infrastructure requirements.”

Sigma deployed their FieldCenter solution to its field force within three weeks, a timeframe that would not have been possible with any other mobile solution. The speedy deployment was a testament to FieldCenter's ease-of-use and the hassle-free setup of the hosted application platform.