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JDA Category
Management
Name, Designation
LEADER IN SUPPLY CHAIN & RETAIL SOLUTION
FIVE IN FIVE GARTNER MAGIC QUADRANTS
CHALLENGES: STRUGGLE TO DO IT ALL
“My sales are flat, and I’m starting to lose shelf
space.”
“I can’t meet my reset deadlines.”
“Regardless of how many new people I hire,
there’s only so many planograms I can produce.”
“My business plan isn’t convincing without
meaningful insights.”
“How can I demonstrate better value?”
CHALLENGES & CAPABILITY REQUIRED
Maximising the sales potential of categories and
brands
Efficiently creating consumer-centric assortments
that fit the fixture space available
Constant alignment of space allocation of
categories and brands to performance and
productivity
Space aware & business rule driven
assortment optimization
Challenge Capability Required
Understanding and leveraging consumer demand
patterns
Demand driven store clustering and customer
preference analysis
Ensuring customer satisfaction at the fixture Ability to optimise shelf displays and product
quantities at the store level
Ensuring stores have the right plans workforce
available to implement planograms and layout
changes
Efficient store distribution and alignment with
workforce management
CATEGORY
MANAGEMET
OVERVIEW
CATEGORY MANAMENT OVERVIEW
Category Management is a
Retailer or Supplier process of managing
categories as strategic business units,
to produce enhanced business
results by focusing on delivering
consumer value
IT ALL STARTS WITH THE CONSUMER
Consumer
Insights
Cluster
Insights
Offer
Execution
Targeted
Offer
JDA CATEGORY MANAGEMENT SUITE
ANTICIPATE
DEMAND
LOCALIZE
ASSORTMENTS
SPACE
PRECISION
AUTOMATION
AND SCALE
MOBILITY
AND TASK
Integrated, Holistic
Forecasts
Align Selection to
Local Preferences
Maximize Every
Square Foot
Maximize Scale
and Productivity
Drive Execution
and Compliance
CONSUMER DRIVE INTEGRATED PROCESS FLOW
Category Role
All Channel Financial Plan
Supplier Joint Business Plan
Customer Demand Patterns
Cluster Profile
Assortment Insight
All-Channel & Space Aware
Category Decision Trees
Business Rule Driven
Integrated to Planograms
Macro Space Optimization
Category Space Accuracy
Store-Specific Planograms
Template Driven
Localization
Store Collaboration
Tablet Delivery of Content
Feedback & Compliance
Embedded Analytics
Web Reporting
Space & Performance
JDA CATEGORY MANAGEMENT INTEGRATED & MODULAR
JDA CATEGORY MANAGEMENT SOLUTION OVERVIEW
Key Capabilities
• JDA Floor Planning
• JDA Assortment Optimization
• JDA Space Planning
• JDA Planogram Generator
• JDA Category Knowledge Base
• JDA Space Automation Professional
• Optimize the allocation of macro space
• Produce True Space Aware assortments
• Target consumers in local markets
• Generate locally targeted planograms
• Optimize inventory and space it occupies
• End-to-end integration and automation
• Localize assortment and space plans
• Relevant, tailored customer experience
• Optimal results with less user interaction
• Improve return on inventory
• Reduce in-store operational costs
• Deliver a higher return on space
Business Objectives
Components
IMPLEMENTATION APPROACH: CRAWL, WALK & RUN
Run:
- Assortment Generator
- Planogram Generator
- Category Advisor
- Category Knowledge Server
Crawl:
- Space Planning
- Floor Planning
- Space Automation
Walk:
- Category Knowledge Base
- Web Publisher / Open Access
- Channel Clustering
- Assortment Optimization
TYPICAL MERCHANDISING ORGANIZATION
MERCHANDISING TEAM
1 1
2
1
CATEGORY MANAGEMENT PROCESSES
Range Analyst
determines Product
Variety
(Assortment)
Products are
Merchandised on Shelf
by Display Analyst
(Planogram)
Shelves are Placed in
the Store by Floor Plan
Analyst
(Floorplan)
Products are Ordered &
Sent to Store
Store Implements
the Plans
SPACE PLANNING
FLOOR PLANNING
ASSORTMENT OPTIMIZATION
• Space-aware item range recommendations
• Multiple decision trees and product
hierarchies to work through the item ranking
and selection process
• Updates planograms with recommendations
What is it?
• Optimize and Localize the range
• Increase sales through effective range
definition driven by your business
rules
• Customer driven ranges
(Not Supplier driven)
What does it solve?
SUCCESSFUL ASSORTMENT OPTIMIZATION
Assortment
Optimization Engine
Rank Rules
Assortment
Review
Assortment
Recommendations
Flexibility to add in new
data elements and decision
criteria on the fly
(not a black box)
Assortment
Products
CDT
Performance
Market
Forecasts
Data & Metrics
Operationalizes strategies:
forces explicit translation of strategic
goals into rules and tactics
Space aware &
updates planograms
Assortment
Reports /
Outputs
Visualization of internal and
external assortment data and
outputs in one place
JDA SPACE PLANNING
• Global, market-leading solution for
creating and managing planograms
• Deep functionality and extensive
analytical capabilities
• Plans facings/capacity to support demand
What is it?
• Reduces stock-outs
• Streamlines workflow and decision
making
• Enhances inventory ROI and trading-
partner communication
What does it solve?
With page design
flexibility a multi-page
presentation deck can
be associated
ADVANCED FIXTURE TYPES
Comprehensive
• Merchandising styles
• Freezer Chests
• Vendor Racks
• Custom shelves
• Polygonal shelves
• Curved Rods
• Sloping rods
PRINT LAYOUT TEMPLATES – FLEXIBLE REUSABLE
A DAY IN THE LIFE OF DISPLAY ANALYST
Open Product &
Fixture Library
Add Product
to Planogram
Manipulating Products
Space Performance
Analysis
Re-face Planogram Swapping Products
Publishing Planogram
JDA FLOOR PLANNING
• Manage category placement and
performance within a store
• Integrated with industry CAD exchange
• Link planograms to stores via the
Category Knowledge Base
What is it?
• Optimizes space allocation of categories
• Knowledge of store-level space/equip
• Increases return on inventory & space
• Provides planners with visibility from the
total store perspective
What does it solve?
JDA FLOOR PLANNING
3D INITIALIZATION - AISLES
A DAY IN THE LIFE OF FLOOR PLAN ANALYST
Import CAD File
Import Fixtures
Add/Amend
Planograms &
Departments
Publish to Stores
& Receive Feedback
Approve:
Set Dates to
Pending & Live
Analyse
Performance
RETAILER ENABLEMENT
 Happy Customers
 Category Growth
 Effective Local Assortments
 Shelf Productivity
 Store Compliance
 Value-Add Partnerships
CATEGORY MANAGER ENABLEMENT
 Aligned Business Goals
 Integrated and Automated
Tools
 Deep Analytics
 Reliable Performance
Measurement
 Interactive, Corporate-to-Field
Collaboration
VALUE
PROPOSITION
OPTIMIZED SPACE & ASSORTMENT PROVEN ROI
Minimized out-of-stocks
Optimized space allocation
Targeted local assortments
Customer satisfaction
Sales
Optimized shelf inventory
Reduced product obsolescence
Process integration
Automated system integration
Advanced analytics
Inventory Productivity
BUSINESS BENEFITS
Intelligent Clusters Optimized
Assortments
Macro Space
Optimization
Value
Bucket
Impact
Revenue Lift 0.5 to
5.0%
Margin Rate 5 to
30
bps
Merchandise
Transfer
Expense
Value
Bucket
Impact
Out of
stock
5 to
25%
Sales Lift 0.5 to
1.5%
Margin
Rate
10 to
30 bps
Efficiency 20 to
50%
Store
Labor
0.1 to
0.4%
Value
Bucket
Impact
Revenue
Lift
0.5 to
2.0%
Margin
Rate
5 to
20
bps
Inventory 0.1 to
1.5%
Efficiency 20 to
50%
Micro Space
Optimization /
Store-Specific
Planograms
Value
Bucket
Impact
Revenue
Lift
0.6 to
1.0%
Margin
Rate
5 to
20
bps
Inventory 0.1 to
1.0%
Store Labor 0.1 to
0.4%
Planogram
Compliance
Store Execution
&
Replenish
Value
Bucket
Impact
Planogram
Compliance
Paperless
communication
Efficiency
THANK YOU

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Ecnet JDA Category Management

  • 2. LEADER IN SUPPLY CHAIN & RETAIL SOLUTION
  • 3. FIVE IN FIVE GARTNER MAGIC QUADRANTS
  • 4. CHALLENGES: STRUGGLE TO DO IT ALL “My sales are flat, and I’m starting to lose shelf space.” “I can’t meet my reset deadlines.” “Regardless of how many new people I hire, there’s only so many planograms I can produce.” “My business plan isn’t convincing without meaningful insights.” “How can I demonstrate better value?”
  • 5. CHALLENGES & CAPABILITY REQUIRED Maximising the sales potential of categories and brands Efficiently creating consumer-centric assortments that fit the fixture space available Constant alignment of space allocation of categories and brands to performance and productivity Space aware & business rule driven assortment optimization Challenge Capability Required Understanding and leveraging consumer demand patterns Demand driven store clustering and customer preference analysis Ensuring customer satisfaction at the fixture Ability to optimise shelf displays and product quantities at the store level Ensuring stores have the right plans workforce available to implement planograms and layout changes Efficient store distribution and alignment with workforce management
  • 7. CATEGORY MANAMENT OVERVIEW Category Management is a Retailer or Supplier process of managing categories as strategic business units, to produce enhanced business results by focusing on delivering consumer value
  • 8. IT ALL STARTS WITH THE CONSUMER Consumer Insights Cluster Insights Offer Execution Targeted Offer
  • 9. JDA CATEGORY MANAGEMENT SUITE ANTICIPATE DEMAND LOCALIZE ASSORTMENTS SPACE PRECISION AUTOMATION AND SCALE MOBILITY AND TASK Integrated, Holistic Forecasts Align Selection to Local Preferences Maximize Every Square Foot Maximize Scale and Productivity Drive Execution and Compliance
  • 10. CONSUMER DRIVE INTEGRATED PROCESS FLOW Category Role All Channel Financial Plan Supplier Joint Business Plan Customer Demand Patterns Cluster Profile Assortment Insight All-Channel & Space Aware Category Decision Trees Business Rule Driven Integrated to Planograms Macro Space Optimization Category Space Accuracy Store-Specific Planograms Template Driven Localization Store Collaboration Tablet Delivery of Content Feedback & Compliance Embedded Analytics Web Reporting Space & Performance
  • 11. JDA CATEGORY MANAGEMENT INTEGRATED & MODULAR
  • 12. JDA CATEGORY MANAGEMENT SOLUTION OVERVIEW Key Capabilities • JDA Floor Planning • JDA Assortment Optimization • JDA Space Planning • JDA Planogram Generator • JDA Category Knowledge Base • JDA Space Automation Professional • Optimize the allocation of macro space • Produce True Space Aware assortments • Target consumers in local markets • Generate locally targeted planograms • Optimize inventory and space it occupies • End-to-end integration and automation • Localize assortment and space plans • Relevant, tailored customer experience • Optimal results with less user interaction • Improve return on inventory • Reduce in-store operational costs • Deliver a higher return on space Business Objectives Components
  • 13. IMPLEMENTATION APPROACH: CRAWL, WALK & RUN Run: - Assortment Generator - Planogram Generator - Category Advisor - Category Knowledge Server Crawl: - Space Planning - Floor Planning - Space Automation Walk: - Category Knowledge Base - Web Publisher / Open Access - Channel Clustering - Assortment Optimization
  • 15. CATEGORY MANAGEMENT PROCESSES Range Analyst determines Product Variety (Assortment) Products are Merchandised on Shelf by Display Analyst (Planogram) Shelves are Placed in the Store by Floor Plan Analyst (Floorplan) Products are Ordered & Sent to Store Store Implements the Plans
  • 17. ASSORTMENT OPTIMIZATION • Space-aware item range recommendations • Multiple decision trees and product hierarchies to work through the item ranking and selection process • Updates planograms with recommendations What is it? • Optimize and Localize the range • Increase sales through effective range definition driven by your business rules • Customer driven ranges (Not Supplier driven) What does it solve?
  • 18. SUCCESSFUL ASSORTMENT OPTIMIZATION Assortment Optimization Engine Rank Rules Assortment Review Assortment Recommendations Flexibility to add in new data elements and decision criteria on the fly (not a black box) Assortment Products CDT Performance Market Forecasts Data & Metrics Operationalizes strategies: forces explicit translation of strategic goals into rules and tactics Space aware & updates planograms Assortment Reports / Outputs Visualization of internal and external assortment data and outputs in one place
  • 19. JDA SPACE PLANNING • Global, market-leading solution for creating and managing planograms • Deep functionality and extensive analytical capabilities • Plans facings/capacity to support demand What is it? • Reduces stock-outs • Streamlines workflow and decision making • Enhances inventory ROI and trading- partner communication What does it solve? With page design flexibility a multi-page presentation deck can be associated
  • 20. ADVANCED FIXTURE TYPES Comprehensive • Merchandising styles • Freezer Chests • Vendor Racks • Custom shelves • Polygonal shelves • Curved Rods • Sloping rods
  • 21. PRINT LAYOUT TEMPLATES – FLEXIBLE REUSABLE
  • 22. A DAY IN THE LIFE OF DISPLAY ANALYST Open Product & Fixture Library Add Product to Planogram Manipulating Products Space Performance Analysis Re-face Planogram Swapping Products Publishing Planogram
  • 23. JDA FLOOR PLANNING • Manage category placement and performance within a store • Integrated with industry CAD exchange • Link planograms to stores via the Category Knowledge Base What is it? • Optimizes space allocation of categories • Knowledge of store-level space/equip • Increases return on inventory & space • Provides planners with visibility from the total store perspective What does it solve?
  • 26. A DAY IN THE LIFE OF FLOOR PLAN ANALYST Import CAD File Import Fixtures Add/Amend Planograms & Departments Publish to Stores & Receive Feedback Approve: Set Dates to Pending & Live Analyse Performance
  • 27. RETAILER ENABLEMENT  Happy Customers  Category Growth  Effective Local Assortments  Shelf Productivity  Store Compliance  Value-Add Partnerships
  • 28. CATEGORY MANAGER ENABLEMENT  Aligned Business Goals  Integrated and Automated Tools  Deep Analytics  Reliable Performance Measurement  Interactive, Corporate-to-Field Collaboration
  • 30. OPTIMIZED SPACE & ASSORTMENT PROVEN ROI Minimized out-of-stocks Optimized space allocation Targeted local assortments Customer satisfaction Sales Optimized shelf inventory Reduced product obsolescence Process integration Automated system integration Advanced analytics Inventory Productivity
  • 31. BUSINESS BENEFITS Intelligent Clusters Optimized Assortments Macro Space Optimization Value Bucket Impact Revenue Lift 0.5 to 5.0% Margin Rate 5 to 30 bps Merchandise Transfer Expense Value Bucket Impact Out of stock 5 to 25% Sales Lift 0.5 to 1.5% Margin Rate 10 to 30 bps Efficiency 20 to 50% Store Labor 0.1 to 0.4% Value Bucket Impact Revenue Lift 0.5 to 2.0% Margin Rate 5 to 20 bps Inventory 0.1 to 1.5% Efficiency 20 to 50% Micro Space Optimization / Store-Specific Planograms Value Bucket Impact Revenue Lift 0.6 to 1.0% Margin Rate 5 to 20 bps Inventory 0.1 to 1.0% Store Labor 0.1 to 0.4% Planogram Compliance Store Execution & Replenish Value Bucket Impact Planogram Compliance Paperless communication Efficiency