Proceso

Frequently Asked Questions

If you have more questions or want to know how Proceso works for your business, we’re happy to help. Contact Us

Retail task management is considered a systemic coordination and tracking of store-level actions such as visual merchandising, inventory management, staff coordination and compliance assessment. For clients, Proceso provides an effective task management process that ensures operational consistency across every outlet, reduction in manual errors and enhancement in in-store productivity with real-time visibility and automated reporting.  

AI in retail operations use data-driven insights that optimise important functions like demand forecasting, workforce planning, customer engagement and shelf-replenishment. These AI-powered modules of Proceso analyse patterns and automate routine decisions. It also enables retail chains to decrease waste, improve accuracy and deliver a seamless consumer experience across all the channels. 

For multi-channel retailers, Proceso offers a suite of automation solutions including task scheduling, digital checklist management, sales data synchronisation and centralised communication dashboards. The solution streamlines workflow in both online and offline channels, ensuring consistent brand execution and faster decision-making.  

Opting for the right tool for retail automation highly depends on your store size, complexity in operation and digital acceptability. Proceso offers a module and scalable platform allowing retail to execute automation in phases, starting from simple level of basic task management to full-fledged integration with ERP, CRM and other analytical systems. 

Retailers are investing more in automation to deal with workforce gaps, reduce operational costs and improve compliance all over the dispersed store networks. Proceso enables the transition by offering intelligent, data-driven tools to eliminate manual dependencies and provide actionable insights leading to measurable operational improvements.  

Proceso automates repetitive and time-consuming operations such as task delegation for staff members, planogram compliance, dynamic pricing, stock replenishment and reporting. Automation of the processes helps retail to gain accuracy, consistency and timeliness so that they can focus more on consumer service and strategic planning.

Proceso is designed with seamless integration that connects directly with major ERP and CRM systems. This enables real-time data flow between store operations, inventory management and customer relationship platforms, making sure systems are transparent and in sync across all retail functions.

Retailers are using Proceso to improve task completion rates, reduce management overhead, faster issue resolve and enhance staff responsibility. Such factors collectively contribute to an ROI driven by operational efficiency, cost savings and improved compliance metrics within a few operational cycles.  

Proceso follows standard security models with multi-layer encryption that secures API protocols and role-based access controls. The platform complies with global data protection regulations and ensures all retail data, ranging from store performance to customer interaction that is securely stored and processed.  

Yes. Proceso is specifically designed to be more flexible and scalable for brands that operate in small convenience stores or large departmental stores. The system can be curated to specific workflows, regional compliances and brand regulations. Overall, ensuring consistency and scalability for large retail networks.  

The pricing has 2 components
1- Annual Subscription – The annual subscription is a fixed amount per user. We offer different rates based on the size of the user base.
2- Onboarding – A one-time onboarding fee is charged to set you up
3- Support – A support plan needs to be purchased for getting access to product update, support and for deployments on the Customer’s tenant
Pricing is provided on request. Contact us on procesoapp.com/contact-us/.

Proceso works on iOS and Android phones, tablets, and desktops and laptops.

You can try Proceso for free for 2 weeks as a shared service. Thereafter you need to purchase a subscription.

We provide access to a free version that you can try for 4 weeks.
You can get access to the trial using Connect (microsoft.com) or Request a demo using (Schedule a Demo) or Contact us on procesoapp.com/contact-us/.

You just need a browser and an internet connection. The trial runs within Microsoft Teams and you can access it on the browser without the need to set up anything on your PC

If the trial period ends before you choose a plan, your account will be deactivated. But your data will remain intact, though inaccessible, until you purchase a plan.

Proceso require Microsoft Teams to operate. Microsoft Teams may be installed on the device, or it can be used on a browser. Here are the Microsoft M365/O365 licensing requirements.

ModuleAdmin/ OwnersViewers/Assignees/ApproversAnalytics
ProcesoM365 F1 / Office F3M365 F1 / Office F3E5/Power BI Pro

Compare All Microsoft 365 Plans | Microsoft

Yes, Proceso is available as a service on the cloud, on an annual subscription

We offer an annual subscription model, which is provided in two ways:
1- Option 1 – Proceso is offered as a service on a cloud. Just sign up and start using.
2- Option 2 – Proceso can be deployed on the Customer’s environment

We offer the ability to build custom reports and to integrate with your line of business applications. This is charged separately.
Other customizations are taken as suggestions and if relevant added to the Product roadmap.