Diageo at a glance
Diageo needed a more structured, connected way to manage field visibility, brand availability, distribution checks and event-asset deployment. The workflow spans multiple stakeholders — third-party audit teams, internal BI teams, and external vendors responsible for branding and event assets. The goal: let field audit insights directly drive follow-up actions, while vendor-led asset requests are tracked with greater transparency.
Audits, insights and vendor requests, disconnected
Visual audits, availability checks, distribution reviews and event-asset requests were managed across different teams and external partners. Without a connected workflow, audit findings stayed separate from planning, and vendor requests for branding or event assets were hard to monitor across approvals, creation and deployment.
Capturing availability and distribution from the field.
A flow from field findings into BI reporting.
Next audits and activations planned from field insight.
A way for vendors to raise event-asset requests.
Visibility across creation, approval and deployment.
Stages, pop-up shops and event branding materials.
Two connected workflow builds
SalesDiary delivered a closed-loop audit-to-BI process and a vendor-facing asset request portal. Third-party teams capture field-level availability and distribution; those inputs connect to Diageo's BI platform, where scoring helps plan the next round of audits and activations. In parallel, external vendors raise and track event-asset requests through their own login.
Third-party teams capture field inputs.
Availability & distribution scored.
Next audit or activation planned.
Business impact
A more transparent, connected operating model for visual audits, field activations and event-asset management.
A closed loop from audit to activation
SalesDiary helped Diageo build a closed-loop process connecting visual audits, BI scoring, follow-up activations and vendor asset management. Audit results flow into BI-led planning, while external vendors raise and track event-asset requests through a dedicated portal — a more structured, transparent and scalable workflow for field audits, brand visibility, event assets and activation execution.
Modules that power this
The SalesDiary modules behind this closed-loop audit and asset workflow.
Platforms behind this
The SalesDiary platform this solution runs on.