Move from manually intensive tasks to proactive, analytics-driven insights that grow sales and margins for both suppliers and retailers.

1. JDA Category
Management
Name, Designation

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

6. CATEGORY
MANAGEMET
OVERVIEW

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

14. TYPICAL MERCHANDISING ORGANIZATION
MERCHANDISING TEAM
1 1
2
1

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

16. SPACE PLANNING
FLOOR PLANNING

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?

24. JDA FLOOR PLANNING

25. 3D INITIALIZATION - AISLES

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

29. VALUE
PROPOSITION

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

32. THANK YOU