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
Scope of Work
- 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
Facilitated workshops and interviews with planning, merchandising, operations, and IT leaders to capture business requirements and pain points
Mapped current-state workflows across core retail functions, identifying manual workarounds and legacy system gaps
Recommended future-state processes, leveraging best practices in assortment planning, inventory flow, and financial planning
Collaborated on ERP functional requirements, ensuring new tools supported category-specific workflows and scalable business rules
Built a KPI framework and dashboard design for executive and operational visibility, using tools like Power BI for inventory, sell-through, and margin analytics
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.
Defined future-state retail operating model aligned to strategic growth and digital enablement goals
Accelerated ERP system design with detailed retail business use cases and user stories
Improved visibility across planning & execution reducing reliance on manual reporting
Enabled scalable business intelligence supporting data-driven decision-making across merchandising, supply chain, and finance
Strengthened cross-functional alignment between business and technology teams throughout implementation