AP scorecard and priorities
Review store-level risk signals, recent incidents, exception patterns, training status, and open follow-up items with the owner or operations lead.
Services
Fractional AP director
Ongoing AP leadership without a full-time hire.
A month-to-month leadership layer for operators who need recurring asset-protection review, coaching, controls, and accountability, but are not ready to hire a full-time AP manager or director.
What it includes
A recurring operating rhythm for stores that need AP discipline every month.
Fractional AP Director is built for owners who know asset protection matters but do not have a dedicated leader reviewing exceptions, incidents, training records, and store follow-up. MarginHero provides a monthly leadership cadence and uses the platform to make the work visible.
Exception pattern review
Review available refunds, voids, no-sales, discounts, cash shortages, drawer variances, and recurring location or employee patterns.
Incident review and coaching
Review serious incidents, documentation quality, evidence gaps, follow-up status, and whether each event should lead to a policy or training update.
Completion accountability
Track HeroMode completion, certificates, missed assignments, and store-level training gaps so new hires do not become repeated control failures.
Policies and checklists
Help tighten cash handling, refunds and voids, shoplifting response, incident reporting, opening and closing, and manager review routines.
Owner-ready action plan
Each month ends with a practical action plan: owner, manager, due date, priority, and follow-up status.
Monthly cadence
What happens each month.
- Data and record pull Gather available POS exception reports, incident records, training completion, and open AP tasks.
- Pattern review Identify stores, shifts, procedures, or categories that need owner attention.
- Monthly AP call Review findings with the owner or operations lead and decide what needs action.
- Manager action plan Create a focused list of follow-up items with owners, due dates, and proof needed.
- Training and documentation update Assign or recommend HeroMode modules, incident process changes, or checklist updates.
- Quarterly summary Roll monthly work into a higher-level summary of wins, unresolved risks, and next-quarter priorities.
Use this when AP needs an owner-level rhythm.
- The business has multiple locations but no internal AP leader.
- One person handles theft, cash issues, incidents, and training as a side duty.
- Refunds, cash shortages, incidents, and training gaps keep resurfacing.
- Managers need clearer controls and recurring follow-up.
- The owner wants platform accountability plus experienced interpretation.
- The business is moving toward annual MarginHero use across locations.
What this service is not.
- It is not full-time availability or an embedded employee role.
- It is not 24/7 emergency response unless separately scoped.
- It is not legal, HR, insurance, tax, or accounting advice.
- It does not replace store management accountability.
- It does not include unlimited custom documents, travel, or on-site work.
- It does not guarantee loss reduction without implementation by the business.
Platform included
The service is designed to become the system.
The business plan treats fractional AP support as a capacity-capped bridge, not the long-term core. That is why the Full Platform is included. Over time, recurring deliverables move into Detect, Document, and Train so the operator is not dependent on custom consulting forever.
Monthly margin and exception review becomes a recurring reporting habit.
Incident records move into a sealed, searchable reporting workflow.
Policy gaps become assigned training with certificates and manager visibility.
Next step
Availability is intentionally limited.
Send a short note with your location count, main AP concerns, and current systems. MarginHero will confirm whether fractional support is available or whether a lighter service is the better first step.