Marketing & Merchandising
Optimization
Who We Help
• IT department seeking consultant to evaluate and procure new SaaS for M&M departments
• Merchandising department needs to enhance its price and promotion effectiveness
• Marketing department requires assistance in becoming more digital and omni-channel
• Retailer launching new technology to enforce data-driven decision-making and reporting
What We Do
Who moved my cheese? How difficult change is to implement is readily apparent when trying to get teams to leave their trusted spreadsheets behind for superior technology. Likewise, when attempting to improve trade funds with clear and valuable data analytics only to see the same legacy promotion patterns repeated. These are just examples, but too often new processes are built on top of the old ones rather than replacing them, which exacerbates existing challenges rather than overcoming them.
Years of workflow optimization and user training across a wide breadth of retailers has honed a powerful skillset of winning user buy-in while simultaneously tightening the process around best practices. Additionally, we’ve found leadership often prefers to drive change management through external partners.
The Project
Discovery Sessions
Collaborative Decisioning
Documentation Period
Delivery Presentations
Execution Period (Optional)
The Deliverables
As-Is vs To-Be Workflow Documentation
Competitive Analysis of Infrastructure vs rest of market
Procurement Process and Evaluation Matrix templates
Best Practice Recommendations (process & technology)
User Train-the-Trainer engagement (Optional)