RETAIL PLANNING HEALTH CHECK™

Find out where planning is getting stuck—and what to improve next.

A focused independent diagnostic across assortment planning, MFP, allocation and replenishment, together with the data and AI capabilities supporting those processes.

Request a Planning Health Check

What We Assess

Assortment planning process and decisions
Merchandise financial planning measures and dependencies
Allocation and replenishment logic
Planning data, hierarchies and KPIs
Technology and integration
AI readiness and decision intelligence

Maturity Model

Level 1 — Reactive: manual and spreadsheet-heavy
Level 2 — Standardized: defined processes and measures
Level 3 — Integrated: connected planning processes and shared data
Level 4 — Predictive: stronger analytics, optimization and exception management
Level 5 — Adaptive: AI-assisted, evidence-driven planning decisions

Typical Deliverables

Executive summary and maturity score
Capability heatmap across the four focus areas
Top process and decision gaps
Data, measure and hierarchy observations
Technology and integration observations
AI opportunities and readiness constraints
Quick wins and prioritized roadmap

START WITH THE DECISION

Start with an independent planning diagnostic.

No new application is required for the first engagement. Use an agreed extract from the systems you already have and identify where better rules, exception intelligence or AI can create value.

Discuss a Diagnostic