1. Buy
   1. Assortment Planning
      1. What is it?
         1. Assortment Planning the term Retailers use to describe the processes they use to determine what items in a range of products the would place in clusters or individual stores. These assortments are customized by store to support their understanding of who their customers are in that particular location.
         2. Use demographic and lifestyle data to identify segments of customers in a market.
      2. How does GIS help?
         1. Level 1
            1. Create trade areas/catchment areas around locations to understand existing and potential customers in market.
            2. Data enrichment around stores using segmentaiton and demographics provides attributes for store clustering activities
         2. Level 2
            1. Find correlations between sales performance at the category and item level, and store location centric attributes.
            2. Mapping in competitive locations and analyzing the proximity to stores, create a better understanding of how the competition can impact category and item performance.
            3. Use location attributes and geoenrichment to describe stores that are have simular selling attributes.
            4. Crate mode advanced trade areas based on customer movement, drive times and geographic characteristics
         3. Level 3
            1. Use category sales and CRM/Location data to create category specific trade areas for stores with multiple departments.
            2. Build sales models that incorporate geographic and product data to forecast sales.
            3. Leverage ML and AI to find subtle correlations between large geographic data sets and store performance to feed models with more precise data.
      3. What are the value statements?
         1. I want to know who the customers that shop my stores are so I can curate the mix of products in my stores to be what they want.
         2. I want to have curated assortments in my stores so I optimize my inventory reducing expenses and improving instocks
         3. I want to have a better balance of inventory in my stores so I can grow sales on my best items.
         4. I want to have adjust the facings on my planograms in my stores to match forecast demand so I can optimize inventory and drive sales.
         5. I want to find the variables around my stores that are driving the correlations I find how my stores are selling items in an assortment.
         6. I want to know how my competition is changing the way items are selling in my stores so I can create more precise forecasts.
         7. I want to understand how my customers are interacting with my brand across all channels; digital and brick and mortar.
         8. I want to better understand under-performing stores and what assortmetn changes might be needed to improve their performance.
   2. Purchasing
      1. What is it?
         1. The process that retailers use to purchase non-retail related items for their own internal use. Office supplies, store consumables- bags, cleaning etc.
      2. How does GIS Help
         1. Level 1
            1. Visualize supplier locations
            2. Calculate shipping time and costs
      3. What are the value statements?
   3. Product Design and Development
      1. What is it?
         1. The processes and tools that retailers use to design, sources, manufacture and bring to market products, typically under their own label.
      2. How does GIS Help
         1. Level 1
            1. Mine social media for trends
            2. Visualize sales by location
            3. Identify areas where trends emerge based on early sales
            4. Identify locations around there globe where they can find the raw materials they need to manufacture the products they want to bring to market.
         2. Level 2
            1. Provide localized data about product trends
            2. Spot emerging
      3. What are the value statements
   4. Sourcing and Raw Materials
      1. What is it?
         1. As retailers become more vertical, they are enabling more capabilities from manufacturing. Sourcing is one of those capabilities. This describes how retailers find and acquire raw materials they need to manufacture products. This also includes the capabilities of finding vendors and manufacturers to consume materials and build their products.
         2. At Esri this capability is covered by our Manufacturing and Supply Chain team from Industry and Business Development.
      2. How does GIS Help
         1. Level 1
            1. Create maps and analysis to help field teams identify regions or areas where they have the best chance to find producers of the specific raw materials they need. Examples- higher altitude growing regions for coffee, Beech forests for wood for furniture, cotton growing regions.
            2. Track the movement of raw materials from field to factory to port to DC to store.
            3. Visualize factory locations and routes from source to manufacturing
            4. Create alerts to notify of disruptions in the supply chain due to external events (Weather)
         2. Level 2
            1. Routing from source to factory to port/FOB destination
            2. Live tracking of materials and product movement
            3. Model costs from specific locations
            4. Forecast and update ETA's for product and raw materials based on disruptions, travel time et.
         3. Subtopic 3
            1. For commodity items (cotton, coffee, specific types of wood) identify and find locations with certain climate, soil, altitude, et al conditions to streamline sourceing activities.
      3. What are the value statements
         1. I want to monitor my raw materials supply chain, so I can manage my costs.
         2. I want to understand where my raw materials are coming from so I can understand what might be driving market disruptions.
   5. Sales Planning
      1. What is it?
         1. The process and tools that create indvidual store forecasts. Forecasts are at the total store, category and individual store level
      2. How does GIS help?
         1. Level 1
            1. Visualization of store sales by region
            2. Analyze and visualize store sales by geographic location, aggregated to the product and item hierarchy
            3. Evaluate store inventory and sales balance from a geographic perspective.
            4. Temporal sales results to identify seasonal selling trends across the country
            5. Create localized seasonal forecasts to plan inventory and seasonal product sets
         2. Level 2
            1. Model sales based on geographic characteristics
         3. Level 3
            1. Incorporate multiple data attributes by location to create more precise and accurate forecasts
      3. What are the value statements?
2. Move
   1. Inventory Planning
      1. Key Usage Patterns with GIS
         1. Level 1
            1. Visualize forecast demand my location- see patterns
            2. Visualise inventory in the supply chain
         2. Level 2
            1. Forcast and update real time leadtimes
            2. Preclear inventory through customs- scheduling and routing
   2. Fulfillment
      1. Key Usage Patterns with GIS
         1. Level 1
            1. Find inventory in the enterprise and route to a give location (Home, store etc)
         2. Level 2
   3. Home Delivery/Last Mile
      1. Key Usage Patterns
         1. Level 1
            1. Routing drivers
            2. Simple order prioritization (Store specific)
            3. Destination based order optimization
            4. Manage delivery windows
            5. Simple Asset Tracking - where are my trucks?
            6. Geocoding addresses
         2. Level 2
            1. Territory management
            2. Recommend delivery windows
            3. Manage field workforce
            4. Enterprise order prioritization - Managed fulfillment locations
            5. Advanced asset tracking- updated and forecasted delivery windows
   4. Replenishment
      1. Level 1
         1. Calculate most efficient shipping methodology
            1. Cost
            2. Time
   5. Supply chain management
      1. Level 1
         1. Manage and forecast supply chain disruption
         2. Asset Tracking- Trucks, containers, items
      2. Level 2
         1. Create updated ETA Forecasts
            1. Track products in route- amount and location
            2. Forecast arrival dates and times
         2. Optimize supply chain - connect stores and Distribution centers
         3. Support for Customs clearance- pre-clearance
   6. Marketing
      1. Level 1
         1. Creating market area maps with demographic and segmentation data
         2. Campaign effectiveness reporting
         3. Geocoding addresses
         4. Customer relationship management
      2. Level 2
         1. Targeted campaign activities based on customer profiles
      3. Level 3
         1. Tracking mobile interactions- correlate with locations
3. Sell
   1. Pricing
      1. Level 1
         1. Visualize pricing by item across a geography
            1. Where did I price high/low
         2. Location of competition relative to store locations
            1. What stores are in more competitive areas than others?
            2. Correlate pricing with proximity to stores
      2. Level 2
         1. Correlation of sales with pricing by location
            1. Probably not a realistic use case given the capabilities of category killers in teh market place
   2. Presentation (Store Space Management)
      1. Level 1
         1. Find target customers based on demographic and lifestyle attributes
         2. Create trade areas and understand the population with in a trade area
         3. Enrich locations with population/lifestyle data
      2. Level 2
         1. Indoor Mapping- Store hot spot analysis- where is my valuable space
         2. Subtopic 2
   3. Promotion management
      1. Level 1
         1. Sales/Promotion performance visualzation
            1. Where did the promotion work/not work
         2. Sales price visualization
         3. Ad patch visualzation
      2. Level 2
         1. Correlation between ad performance and promotional activity and geography
            1. Where did ads preform well? Are there geographic patterns that can be correlated to ad performance?
   4. Marketing
      1. Create Demand
4. Enable
   1. Business Intelligence
      1. Level 1
         1. Pesonalization
         2. Segmentation
         3. Target customer identification
         4. Geographic correlation analysis
      2. Level 2
         1. Modeling store performance
         2. Building user facing apps for the organization
      3. Level 3
         1. Advanced modeling and forecasting
   2. Indoor Mapping
      1. No Level
         1. Aggregate and visualize customer movement over time
         2. Locate product in a store, route people to the product
         3. Location based engagement of customers and employees (Geofencing)
         4. Proximity Marketing- Offers based on location
         5. Task management- routing employees in store
   3. Item Management
   4. CRM Management
      1. Level 1
         1. Visualization of CRM- where do my customers live
         2. Connect Customer home/work/shopping locations to develop path to purchase stories
         3. Understand customer density in trade areas
         4. Geocoding addresses
         5. Site Selection
      2. Level 2
         1. Personalized data management
   5. Market Planing/Site Selection
      1. Level 1
         1. Create a trade area and aggregate exiting data in the area
         2. Find target customers in a market/number of markets
         3. Visualize competitive presence in a market
      2. Level 2
         1. Analyze proprietary data in analysis
         2. Incorporate field data (Photos, broker data)
         3. Correlate store performance with geographic attributes to predict outcomes
            1. Subtopic 1
      3. Level 3
         1. Modeling to forecast sales based on multiple attributes
   6. Real Estate
      1. Level 1
         1. Create market analysis for new stores
            1. Competition locations
            2. Customer Density from CRM
            3. Traffic patterns
            4. Potential Customers- demographic and lifestyle profiles
         2. Lease Management
            1. Evaluating lease renewals
      2. Level 2
         1. Store Fleet optimization
            1. Model impact of store closings on total market performance
            2. Transfer sales to remaining stores
            3. Cost Savings
            4. Store Closing Criteria
         2. Field data gathering
            1. Collector to gather and record data from the field
   7. Segmentation
      1. Level 1
         1. Find patterns in demographic data
         2. Find targeted concentrations of people
      2. Level 2
         1. Correlate attributes and sales/product performance
         2. Create customer profiles with multiple data sets
      3. Level 3
         1. Modelling patterns and performance
5. Operations
   1. Store Operations
      1. Level 1
         1. Location based activities
            1. Seasonal transitions
            2. Item Locate
            3. Daily Recovery
            4. Facility Maintenance tracking
         2. Compliance
            1. Price Changes
            2. Ad Prep- Signing anc pricing changes
         3. Asset Management
      2. Level 2
         1. Location Based Activities
            1. Recall Management
            2. Find recalled items
            3. Track compliance for returns
         2. Reverse Supply chain
   2. Asset Protection
      1. Level 1
         1. Visualize store incidents
            1. Theft
            2. High Shrink rates by store- Identify patterns
      2. Level 2
         1. Incident patterns- Organized retail crime