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Portfolio·KPI Mystery Shopping
Retail · Operations SaaSWeb AppSaaSAustralia

KPI Mystery Shopping

Real-time mobile-first mystery shopping platform - eliminating paper-based field audits.

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KPI Mystery Shopping - project showcase
3
Dedicated Portals (Shopper, Client, Admin)
AI-Powered
Automated Proofreading
15+
Report & Analytics Tools
6+
Industries Served
OV

Project Overview

01The client

KPI Mystery Shopping is a Brisbane-based Australian customer experience and mystery shopping consultancy that helps multi-location businesses across retail, hospitality, automotive, healthcare, food chains, and financial services measure and improve service quality, operational compliance, and brand consistency.

02Our partnership

The result is a production-grade SaaS platform that automates the entire mystery shopping lifecycle, from job assignment and field data collection to AI-assisted quality review, real-time analytics, and multi-format reporting - all accessible across desktop, tablet, and mobile.

01

The challenge they faced

As KPI Mystery Shopping scaled across industries and locations, disconnected manual workflows for job assignment, field collection, quality review, payments, and client reporting created bottlenecks - while clients demanded interactive analytics, customized surveys, and role-based visibility that static reports could never deliver.

Operations / RetailRetail · Operations SaaS
01

End-to-End Process Running on Manual Effort

Job assignment, field data collection, quality assurance, payment tracking, and client reporting all ran through disconnected, largely manual processes. As the business grew, this created administrative bottlenecks, slower turnaround times, and a hard ceiling on scalability.

02

Static Reports With No Analytical Depth

Clients received fixed reports with no ability to explore trends over time, benchmark against competitors, drill into question-level performance, or filter results by location or staff member. Decision-making was limited by the data's lack of interactivity.

03

Customized Surveys Per Client, Per Campaign

Every mystery shopping program is different. Questions vary by industry, client goals, and operational priorities - and each question carries a different weighting. A one-size-fits-all survey template wasn't an option.

04

Quality Control at Scale

With dozens of shoppers submitting narrative reports across multiple campaigns simultaneously, ensuring every submission meets accuracy, consistency, and quality standards before client delivery was a serious operational challenge.

05

Multi-Stakeholder Access Without Data Leakage

Client organizations have multiple stakeholders - store managers, area managers, regional directors, and executives - each of whom needs a different level of visibility. Sharing data without appropriate role-based controls risks both data governance and competitive sensitivity.

06

Shopper Operations & Payment Transparency

Shoppers needed a structured way to discover jobs, receive instructions, complete surveys with supporting evidence, and track their payments - without relying on email chains or spreadsheets.

07

Competitor Benchmarking

Clients needed to understand their performance not just in isolation but relative to competitors in the same geography or sector - a requirement most off-the-shelf tools don't support at all.

02

How we solved it

01

Custom Survey Design Engine

Rather than using fixed templates, we built a fully configurable questionnaire engine where each survey is customized per client and campaign. Admins can create questions across multiple response types - yes/no, multiple choice, rating scales, text responses, tally counts, and numeric inputs - and assign individual weightings to reflect business priorities. Word-count enforcement ensures narrative responses meet minimum and maximum length requirements for consistent report quality.

02

Shopper Platform for Structured Field Operations

We built a mobile-optimized Shopper Platform that takes shoppers from job discovery through to payment tracking in one place. Job boards organize available assignments into intuitive tabs (Visit Required, From Home, Expression of Interest) with distance filtering based on the shopper's location. A guided step-by-step submission workflow ensures every required field, photo upload, and narrative is completed before submission. Auto-save on every interaction prevents data loss mid-assignment.

03

Client Platform with Real-Time Business Intelligence

The Client Platform transforms raw mystery shopping data into interactive business intelligence. Clients access configurable dashboards with 14+ analytics widgets, 15+ report types, question-level breakdowns, trend analysis over time, and direct competitor benchmarking. Role-based access ensures store managers see their location, area managers see their region, and executives see the enterprise - with no data governance compromise. Reports export to Excel, PDF, or secure shareable links.

04

AI-Powered Narrative Review

We integrated AI into the proofreading workflow using custom prompts that evaluate shoppers' written responses for grammar, spelling, clarity, tone, and adherence to reporting standards - surfacing suggested improvements in real time. Proofreaders access a role-based interface showing only the assignments assigned to them, dramatically reducing manual review time while maintaining quality standards before client publication.

05

Role-Based Access Hierarchy Across All Portals

Every user type - shopper, proofreader, admin, store manager, area manager, executive - sees exactly what they need and nothing they shouldn't. The hierarchy enforces data governance at the system level, not through manual access management.

06

Admin & Operations Platform

The Admin Platform serves as the operational backbone of the business. It covers client onboarding, campaign configuration, survey creation and management, job scheduling, grouped job assignment (bundling nearby jobs for field efficiency), shopper allocation, staff-to-job assignment, report publishing, quality assurance workflows, and payment management - all from a single centralized system.

07

Security & Authentication

Two-factor authentication is implemented across all three platforms. Google Social Login is available for shoppers, clients, and admins - reducing password friction without compromising security.

Core Features

What we built for them

“From job discovery to payment tracking - structured field operations in one mobile-optimized portal.”

Shopper Platform8 capabilities

Job Board with Tabs

Visit Required, From Home, Expression of Interest - with advanced filters

Distance-Based Job Filtering

Reduce travel time and improve acceptance rates

Guided Submission Workflow

Step-by-step report completion with required fields and evidence

Photo & File Evidence Upload

Receipts, photographs, and supporting documents

Auto-Save & Resume

Every interaction saved with resume capability mid-assignment

Automated Payment Tracking

Assignment fees, reimbursements, and payment status

Performance Levels & Rating Tiers

Supporting better assignment allocation

Two-Factor Auth & Google Login

Secure access with reduced password friction

01 / 03
04
Platform Stats

Stats at a Glance

01

Dashboards

14+ Configurable Analytics Widgets
02

Reports & Analytics

15+ Report Types
03

Platform Type

Multi-Portal Web SaaS

Client Location

Brisbane, Australia

Industries Served

Retail, Hospitality, Automotive, Healthcare, Food Chains, Financial Services

Survey Question Types

Yes/No, Multiple Choice, Rating Scales, Text, Tally, Numeric

AI Feature

AI-Powered Narrative Review for Grammar, Clarity, Tone & Standards

Deployment

AWS EC2

Website

kpimysteryshopping.com.au

See it in action

Real screens from the live product - 3 web · 1 mobile

Agent Mobile App
Agent Mobile App
GPS-verified audit entry with offline photo capture and form state
Live Map Dashboard
Live Map Dashboard
Real-time agent locations and audit completion heat map
Audit Template Builder
Audit Template Builder
Drag-and-drop questionnaire designer with question type library
Submission Review
Submission Review
Manager review queue with auto-scoring and approval workflow
06

Results & Impact

Structured field operations with full payment transparency - no more email chains or lost submissions.

Structured, guided job discovery and report submission replacing email-based workflows

Full payment transparency from assignment acceptance through to payment receipt

Auto-save preventing data loss on long-form field submissions

Mobile-optimized experience for on-the-go assignment completion

01 / 03
07

Built with the right tools

Frontend
ReactJSTailwind CSSLaravel Blade
Backend
PHPLaravelWebSocketsQueue Workers
Database
MySQLRedis
Cloud
AWS EC2AWS S3AWS CloudFront
Project Snapshot
IndustryRetail · Operations SaaS
Country🇦🇺 Australia
Year2021 - Ongoing
PlatformMulti-site Field Reporting
EngagementLong-Term Product Partner
Operations / Retail
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Proven Results
What KPI Mystery Shopping Achieved
3Dedicated Portals (Shopper, Client, Admin)
AI-PoweredAutomated Proofreading
15+Report & Analytics Tools
6+Industries Served
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Trusted worldwide

Google
Google
4.9
22 reviews
Clutch
Clutch
4.9
8+ reviews
Upwork
Upwork
Top Rated
8K+ Hours, 20+ Jobs
Glassdoor
Glassdoor
5
18 reviews
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