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Accelerating Retail Transformation Through Systems Strategy and Business Process Optimization

Case Study

Accelerating Retail Transformation Through Systems Strategy and Business Process Optimization

Case Study

The Challenge

Facing mounting complexity across its merchandising, supply chain, and planning functions, a global retailer embarked on a high-stakes digital transformation to future-proof its operations. The initiative aimed to overhaul core retail processes, implement a next-generation ERP system, and unlock performance visibility through modern analytics.
 
To ensure the transformation was grounded in retail reality—not just technology—one of the leading Big 4 engaged Green Retail Consulting as a key subject matter expert (SME). GRC was brought in to shape the future-state operating model and ensure the solution design reflected the nuanced needs of category management, inventory flow, and financial planning.

Scope of Work

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  • Reviewing current-state retail business processes and identifying areas for improvement
  • Advising on ERP and planning system requirements (e.g., assortment, allocation, purchase planning)
  • Supporting development of functional specs and change management strategy
  • Designing actionable BI dashboards to empower cross-functional decision-making

Our Approach

Green Retail Consulting worked alongside a Big 4 transformation team and client stakeholders to deliver targeted strategic and operational insights.

Our role encompassed several key initiatives to drive impact
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Facilitated workshops and interviews with planning, merchandising, operations, and IT leaders to capture business requirements and pain points

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Mapped current-state workflows across core retail functions, identifying manual workarounds and legacy system gaps

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Recommended future-state processes, leveraging best practices in assortment planning, inventory flow, and financial planning

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Collaborated on ERP functional requirements, ensuring new tools supported category-specific workflows and scalable business rules

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Built a KPI framework and dashboard design for executive and operational visibility, using tools like Power BI for inventory, sell-through, and margin analytics

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Enabled change management and adoption, equipping business and IT teams with training, playbooks, and hands-on guidance to ensure new systems and processes were embedded smoothly across the organization.

 The Results 

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Defined future-state retail operating model aligned to strategic growth and digital enablement goals

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Accelerated ERP system design with detailed retail business use cases and user stories

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Improved visibility across planning & execution reducing reliance on manual reporting

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Enabled scalable business intelligence supporting data-driven decision-making across merchandising, supply chain, and finance

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Strengthened cross-functional alignment between business and technology teams throughout implementation

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