Our vision is to be a leading provider of strategy, business and technology services to businesses that want to improve profitability and return on assets. We believe having a point of view and vision for the industry makes this possible. We document our Points of View, Case Studies, Webcasts and Research to spark a discussion and trigger innovation in our customers and market. Send us your comments or your own Point of View that you would like to share.

Points of View

Out-of-the-Box PLM
Solution Implementation Realities and Considerations

The Experience Manager
Laying the Foundation for Exceptional Customer Service

Inventory Accuracy
Fundamental Strategies for Getting It Right

The State of Retail ERP
Drivers, Priorities and Implementation Considerations

Store Labor and Role Transformation
A New Era for Retail Store Associates

Ethical Fashion
Designing the Future with Supply Chain Transparency

PLM Mobility
Enabling Efficiency in an On-Demand World

The Role of the Store
The Power of Brick and Mortar Retailing in the Omnichannel Experience

Data Visibility and Analytics
Laying the Foundation for Optimizing Information

Omnichannel Inventory Optimization
Where Are My Products?

Retail Solution Implementations
Fact vs. Fiction

Social Clienteling
The Art of Customer Engagement

The Science of eCommerce
And the Art of Omnichannel

Project Management
The Keys to Project Success

Defining Change
The Essential Value of Organizational Change Management

The Customer Experience
Dispelling the Myths in Today's Retail Environment

Customer Satisfaction vs. Store Sales
Creating Efficient and Effective Inventory Assortment

The Layaway Challenge
Optimizing Layaway Programs to Benefit the Retailer's Bottom Line

Omnichannel Pricing Approaches
Implementing the Right Channel Strategy

Total Cost to Serve
Considering Purchasing Factors Impacting Sourcing Costs

Business Excellence Teams
Fostering Merchandising Innovation

International Expansion
Creating a Framework for an International Retail Expansion Assessment

Change Management Communication
Laying the Groundwork for a Successful Communication Strategy

New Rules for Retail
Revealing Retail's Biggest Challenges and Hottest Growth Opportunities for 2012 as Consumer Preferences and Technology Changes Accelerate

Fashion vs. Basic Assortment Planning
Developing the Appropriate Product Mix and Inventory Level to Maximize Sales and Profit

Linking Product Development to the Customer
Crowdsourcing, Collaborative Design and Other Innovative Tactics

Mobile Retail
The Seven Tenets of Mobile Retail

Group Buying
A Five Step Roadmap to Getting Started with Groupon and other group buying companies

Store Operations
Conducting a Comprehensive Operational Assessment

Retail Portfolio Management
Opportunity Prioritization and Approach

Merchandising Strategy
Not a One Person Job

Assortment Planning: Sales Versus Space
Retail Channel Assortment Planning Overview

Inventory Planning Methods
The Proper Approach to Inventory Planning

Setting Up Payment Terms for Global Trade
Creative Financing and Invoicing Strategies to Improve Controls and Visibility

Bringing Planning, Allocation & Replenishment Together
From Unit Movement to Contribution Intelligence

Assortment Planning, Line Reviews and Risk
Striking the Right Balance of Risk and Opportunity


  • New Roles for Retail - Managing Store Labor in a Changing World
  • With the physical store remaining a highly relevant channel – despite the increasing growth in digital channels – careful attention to how store personnel is recruited, hired, developed, measured and rewarded is absolutely critical to retail success. We examine how retailers are making modifications in how they manage all aspects of their store labor to address a dynamically changing retail world

  • Channel Integration in the Store
  • We assess the impact of channel integration (omnichannel strategies) on retail store operations. This research uniquely focuses on how the integration of multiple channels is fundamentally changing store roles and responsibilities, staff scheduling, training, processes, policies, layout and even future store designs and plans.

  • The Big Deal About Big Data
  • With increasing and overwhelming amounts of data from multiple channels and sources, combined with the urgency to create competitive strategies using this data, the results of this research should help you think about how to use Big Data to connect with your customers, drive margins and top line sales, as well as develop an understanding of the impact Big Data may have on your organization.

  • International Retailing Study - Going 'Glocal'
  • Learn where retailers are in their global expansion strategy and how merchandising, supply chain and operations fit into the overall strategy. What are the external and organizational challenges faced by retailers? How can retailers leverage their existing capabilities and processes? What are the short- and long-term opportunities in the marketplace?

  • Synchronizing Marketing and IT in the Era of Omni-Channel Retailing
  • Marketing departments are taking on bigger roles, using direct connections with empowered shoppers to build customer engagement. But retailers need to improve marketing/IT synchronization to maximize marketing's capabilities in the omni-channel retail enterprise.

  • Retail Merchandising and Marketing Alignment Study
  • Learn how retailers are approaching localization, social media and mobile commerce, as Merchandising and Marketing organizational structures and processes rapidly evolve.

  • Cross-Channel Tech Trends Study
  • Learn where retailers are investing cross-channel dollars today and in 2011.

  • Getting Back to Good: Pricing
  • Learn how the best retailers are continuing their emphasis on pricing capabilities as a key to their top-line recovery in 2010.


Case Studies

  • Pricing Capabilities Pricing Capabilities Assessment and Roadmap

    In-depth evaluation of current pricing practices and systems and definition of future capabilities, including prioritization and planning of strategic, price management-focused initiatives.

  • Store Numbering Store Number Expansion

    Facilitating the system development and enhancements necessary for migration to a new store numbering schematic to support future retail site growth.

  • Business Plan Business Plan Development

    Assessment of strategic factors and creation of a comprehensive business plan to illustrate the validity of a retail business model.

  • PLM System Selection Product Lifecycle Management (PLM) System Selection

    Selection of a PLM solution to solve critical issues in Product Development and Sourcing processes, enable collaboration, improve data integrity and reduce costs.

  • PLM System Selection Integrated Planning Strategy and Package Selection

    Selection of a solution and recommendations for a new integrated planning model and organizational plan to support aggressive international growth plans.

  • Order Management Order Management System Selection and Strategy

    Assessment and selection of an Order Management System to enable future growth, with definition of the supporting business case and implementation strategy.

  • PLM System Selection PLM System Evaluation and Selection

    Comprehensive set of activities to document requirements, evaluate vendors and select a Product Lifecycle Management solution.

  • Change Management Program Change Management Program

    Development of a comprehensive Change Management program to ensure successful end-user adoption of a PLM solution implementation.

  • Fullfillment Optimization Fulfillment Optimization

    Improving product fulfillment capabilities by assessing system alignment and identifying improvement opportunities to drive margin, reduce inventory costs and improve retail service levels.

  • Org Design Training Organizational Design Training Delivery

    Development of comprehensive, detailed training plans, curriculum and materials to support a major redesign of the client's merchandising, planning and inventory organization.
  • WIP Tracking Pre-Production and WIP Tracking

    Comprehensive project management, change management, implementation and post-implementation support for a client's new centralized pre-production and production tracking system.

  • UAT User Acceptance Testing

    Leading User Acceptance Testing (UAT) to ensure a successful business intelligence solution implementation.
  • Aiming at the Right Software Vendor Sourcing Application Implementation

    Selecting and implementing a costing solution to align with organizational workflow and existing product design applications.
  • Aiming at the Right Software Vendor Software Strategy and Selection

    Selection of a multi-channel merchandise planning and allocation solution to drive sales and gross profit growth.

  • Back of House Inventory ManagementStore Inventory Management Assessment

    Identifying areas of maximum opportunity related to the handling and merchandising of products in physical stores.

  • Retail Clearance Markdown StrategyMarkdown

    Improving margin by establishing better markdown management through rule-based framework, training and reporting.

  • Retail Price ManagementRetail Pricing Initiative

    Defining pricing capabilities and solution choices, including markdown optimization technologies and processes to improve accuracy, localization and margin.
  • PLM Design and ImplementationPLM System
    Design and Implementation

    Enhancing global supply chain responsiveness and performance processes that support future business model and roll-out of new software solution.
  • Supply Chain StrategySupply Chain

    Streamlining product development business processes and aligning the organizational responsibilities of a private label.
  • Commodities Strategy and ManagementCommodities Strategy and Management

    Development of commodities management capabilities in a large general merchandise retailer in order to drive down product costs.

  • Inventory Service Levels and ExceptionsInventory Service Levels and Exceptions

    Detailed evaluation of inventory management processes and systems that dramatically improved the retailer's inventory position.
  • Multi-Channel Planning Strategy and ProcessMulti-Channel Planning Strategy
    and Process

    Articulation of a global, multi-channel planning strategy including innovative processes and a four-year roadmap for implementation.
  • Store Assessment Store Operations Improvements and Organizational Alignment
    Assessment of existing store operations, warehousing and merchandising activities and creation of new standard operating procedures, as well as aligning the organization to support continued growth.

  • Merch Training Merchandising Training Program

    Designing and delivering a comprehensive merchandising training program to enhance merchandising team capabilities and support strategic initiatives.

  • Order Mgmt Order Management System Design

    Refining an OMS design and implementation strategy to enable simplification and efficiencies while supporting strategic business objectives.

  • Comp SalesComparable Store Sales Improvement Initiative

    Assessment and identification of store level improvement opportunities to drive growth and consistency in comparable store sales performance.

  • Promo AssessmentPromotional Capabilities Assessment

    Assessing a client's existing promotional capabilities and organization, and developing a prioritized roadmap to improve promotional planning and execution.

  • PLM EvaluationPLM System Vendor Evaluation

    Identifying a Product Lifecycle Management (PLM) system that enables the conception, design, development, sourcing, production and delivery of private label product.

  • Training DesignTraining Design, Development & Delivery

    Development and delivery of comprehensive, detailed training plans, curriculum and materials to support the client's newly designed merchandising organization and processes.
  • Price OptimizationPrice Optimization System Selection

    Defining future regular and markdown pricing processes and guiding the selection of price optimization software in a multi-channel environment, with the objectives of improving margin, increasing efficiencies and improving customer satisfaction.
  • Stakeholder AnalysisChange Management Stakeholder Analysis

    Assessing an organization's readiness for change and uncovering anticipated organizational challenges to ensure the delivery of desired business benefits of an Order Management system implementation.
  • Store OpsStore Operations Process Assessment

    Assessment of in-store labor activities focused on inventory management, merchandising and customer service to simplify and streamline processes while optimizing the labor budget.
  • TrainingTraining

    Development of comprehensive, detailed training plans, curriculum and materials to support implementation of new Merch Financial Planning processes and system.

  • Assortment PlanningAssortment

    Defining the Assortment Planning Process best suited to future organizational structure.
  • Organizational Model FitOrganizational Model Transformation

    Redefining merchandising processes, roles, responsibilities & reporting structures to support domestic and international channels and banners.
  • Implementation Roadmap Systems Implementation Roadmap

    Conducting a detailed gap analysis of current systems to identify short- and long-term opportunities for improvement.

  • Supply Chain Systems Supply Chain Systems Assessment

    Defining future supply chain systems and application architecture needed to support current and emerging business strategies.

  • Merchandise Planning Implementation Merchandise

    Deployment of a Merchandise Financial Planning solution utilizing an agile methodology, including software configuration, integration and testing.
  • Sourcing Strategy Sourcing

    Sourcing strategy to improve quality, design and execution of new products to market, including the roll-out of integrated customer insight tool.
  • Retailer Technology StrategyStrategy, Process Design, Roadmap and Technology Selection

    Evaluation and selection of technology solutions to enable the retailer to enhance antiquated processes and systems to support a complex business model.
  • Integrated Merchandise PlanningIntegrated Merchandise

    A roadmap and plan for the build out of an integrated planning organization, improved business process and integrated planning solutions.
  • Merchandising TransformationMerchandising Transformation

    Wholesale reorganization and re-training of a retail merchandising and planning organization based on cutting edge merchandising practices.
  • Optimizing the Private Label ProcessOptimizing the Private Label

    Development of a retail private label management organization from the ground up including brand management, product development and strategy.

If you'd like to learn more about our vision or understand how you might take advantage of these strategies, contact us at or call 770.882.2205