US20220253778A1 - System and Method of a Supply Chain Retail Process Manager - Google Patents
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Definitions
- the disclosure relates generally to a system and method for business retail management, including managing, generating, modeling, analyzing, and evaluating business processes in a retail space, and assessing their maturity to develop an action plan of process improvements, inventory adjustments, organization design and technology enablers.
- retailers that self-identify as omni-channel retailers typically comprise two-channels, at most. In these retailers, even those having a website with e-commerce, the various retail sections are siloed between their e-commerce and brick-and-mortar retail channels.
- a retailer may have a customer in a brick-and-mortar retailer wanting to use an online service to find what products that brick-and-mortar retailer currently stocks and information about those products.
- the retailer would need to create an online retail presence that would allow the customer to purchase a product online and pick it up in the nearest brick-and-mortar location.
- Most retailers fail to integrate all the various levels of retail into one seamless shopping experience, which ordinarily requires reorganization of the structure of the supply chain entity. This lack of integration is undesirable.
- FIG. 1 illustrates an exemplary supply chain network according to a first embodiment
- FIG. 2 illustrates the retail process manager of FIG. 1 in greater detail in accordance with the first embodiment
- FIG. 3 illustrates an exemplary method of enterprise transformation according to a maturity level
- FIG. 4 illustrates an exemplary retail process marker hierarchy in accordance with an embodiment
- FIG. 5 illustrates an exemplary disaggregation of a retail process marker hierarchy in accordance with an embodiment
- FIG. 6 illustrates an exemplary ratings assessment interface in accordance with an embodiment
- FIG. 7 illustrates an exemplary current state report interface in accordance with an embodiment
- FIG. 8 illustrates an exemplary ratings report interface in accordance with an embodiment
- FIG. 9 illustrates an exemplary maturity map in accordance with an embodiment
- FIG. 10 illustrates an exemplary bubble chart according to transition projects in accordance with an embodiment
- FIG. 11 illustrates an exemplary high-level roadmap in accordance with an embodiment
- FIG. 12 illustrates an exemplary people, process, solutions, technology roadmap in accordance with an embodiment.
- FIG. 1 illustrates an exemplary system 100 according to a preferred embodiment.
- System 100 comprises retail process manager 110 , one or more supply chain supply chain entities 120 , computers 130 , network 140 , and communication links 142 , 144 , and 146 .
- a single retail process manager 110 one or more supply chain supply chain entities 120 , a single computer 130 , and a single network 140 , are shown and described; embodiments contemplate any number of retail process managers 110 , any number of supply chain supply chain entities 120 , any number of computers 130 , or any number of networks 140 , according to particular needs.
- System 100 may operate on one or more computers 130 that are integral to or separate from the hardware and/or software that support retail process manager 110 and one or more supply chain supply chain entities 120 .
- Computers 130 may include any suitable input device 132 , such as a keypad, mouse, touch screen, microphone, or other device to input information.
- An output device 134 may convey information associated with the operation of system 100 , including digital or analog data, visual information, or audio information.
- Computers 130 may include fixed or removable computer-readable storage media, including a non-transitory computer-readable storage medium, magnetic computer disks, flash drives, CD-ROM, in-memory device or other suitable media to receive output from and provide input to system 100 .
- Computers 130 may include one or more processors 136 and associated memory to execute instructions and manipulate information according to the operation of system 100 .
- retail process manager 110 and one or more supply chain supply chain entities 120 may each operate on separate computers 130 or may operate on one or more shared computers 130 .
- Each of the one or more computers 130 may be a work station, personal computer (PC), network computer, notebook computer, tablet, personal digital assistant (PDA), cell phone, telephone, wireless data port, or any other suitable computing device.
- one or more users may be associated with retail process manager 110 . These one or more users may include, for example, a “manager” or a “planner” handling retail process management and/or one or more related tasks within system 100 .
- these one or more users within system 100 may include, for example, one or more computers 130 programmed to autonomously handle, among other things, evaluation of various levels of retail process management, estimating, computing and adjusting of various levels of product inventory and/or one or more related tasks within system 100 .
- one or more supply chain supply chain entities 120 represent one or more supply chain networks including one or more entities, such as, for example suppliers, manufacturers, distribution centers, retailers, stores, online stores, and/or customers.
- a supplier may be any suitable entity that offers to sell or otherwise provides one or more items (i.e., materials, components, or products) to one or more manufacturers. Items may comprise, for example, products, parts, or supplies that may be used to generate products. An item may comprise a part of the product, or an item may comprise a supply that is used to manufacture the product, but does not become a part of the product, for example, a tool, energy, or resource.
- a manufacturer may be any suitable entity that manufactures at least one finished good.
- a manufacturer may use one or more items during the manufacturing process to produce a finished good.
- the phrase “finished good” may refer to any manufactured, fabricated, assembled, or otherwise processed item, material, component, good or product.
- a finished good may represent an item ready to be supplied to, for example, another supply chain entity 120 in the system, such as a supplier, an item that needs further processing, or any other item.
- a manufacturer may, for example, produce and sell a finished good to a supplier, another manufacturer, a distribution center, a retailer, a customer, or any other suitable person or entity.
- a distribution center may be any suitable entity that offers to sell or otherwise distributes at least one finished good to one or more retailers and/or customers.
- a retailer may be any suitable entity that obtains one or more finished goods to sell to one or more customers.
- one or more supply chain supply chain entities 120 are shown and described as separate and distinct entities, the same entity may simultaneously act as any one of the one or more supply chain supply chain entities 120 .
- one or more supply chain supply chain entities 120 acting as a manufacturer could produce a finished good, and the same entity could act as a supplier to supply an item to another supply chain.
- a supply chain network is shown and described, embodiments contemplate any operational environment and/or supply chain network, without departing from the scope of the present invention.
- retail process manager 110 is coupled with network 140 using communications link 142 , which may be any wireline, wireless, or other link suitable to support data communications between retail process manager 110 and network 140 during operation of system 100 .
- One or more supply chain entities 120 are coupled with network 140 using communications link 144 , which may be any wireline, wireless, or other link suitable to support data communications between one or more supply chain entities 120 and network 140 during operation of system 100 .
- Computers 130 are coupled with network 140 using communications link 146 , which may be any wireline, wireless, or other link suitable to support data communications between computers 130 and network 140 during operation of system 100 .
- communication links 142 , 144 , and 146 are shown as generally coupling retail process manager 110 , one or more supply chain entities 120 , and computers 130 with network 140 , retail process manager 110 , one or more supply chain entities 120 , and computers 130 may communicate directly with retail process manager 110 , one or more supply chain entities 120 , and/or computers 130 , according to particular needs.
- network 140 includes the Internet and any appropriate local area networks (LANs), metropolitan area networks (MANs), or wide area networks (WANs) coupling retail process manager 110 , one or more supply chain entities 120 , and computers 130 .
- LANs local area networks
- MANs metropolitan area networks
- WANs wide area networks
- data may be maintained by retail process manager 110 at one or more locations external to retail process manager 110 and one or more supply chain entities 120 and made available to one or more associated users of one or more supply chain entities 120 using network 140 or in any other appropriate manner.
- LANs local area networks
- MANs metropolitan area networks
- WANs wide area networks
- retail process manager 110 generates a roadmap of one or more supply chain entities 120 to transform to an omni-channel retailer by analyzing and rating process markers and generating one or more transformation projects.
- process level markers correlate to program and business processes that are required for omni-channel competency.
- Each process level marker is analyzed by a competency scale, and based on the particular competencies determined for each process level marker, a transformation plan is generated and executed for various processes to transform the retailer to an omni-channel retailer.
- the transformation plan comprises project and process opportunities that correlate to specific maturity gaps, which when implemented transform one or more retail processes to an omni-channel retail process.
- the project and process opportunities may be rated by one or more metrics, such as, for example, return on investment, value, project complexity, resource need, and/or organizational impact.
- a prototypical omni-channel retailer ideally provides a seamless shopping experience between all channels of retail performed by supply chain entities 120 .
- competencies of an exemplary omni-channel retailer include: brand excellence, consumer centricity, supply chain focus, accelerated technology, and organization alignment. Each of these exemplary competencies, will be discussed in relation to retail process manager 110 in more detail below.
- retail process manager 110 indicates a degree to which one or more high-level process markers of a supply chain entities 120 conforms to an omni-channel retailer and may adjust the inventory of one or more supply chain entities 120 , based on the degree of conformity to an omni-channel retailer.
- indicating the degree of conformity to an omni-channel retailer is simply one non-limiting example.
- FIG. 2 illustrates retail process manager 110 of FIG. 1 in greater detail in accordance with an embodiment.
- retail process manager 110 comprises one or more computers 130 at one or more locations including associated input devices, output devices, non-transitory computer-readable storage media, processors, memory, or other components for receiving, processing, storing, and communicating information according to the operation of supply chain network 100 .
- retail process manager 110 comprises computer 130 , server 210 , and database 220 .
- FIG. 2 includes computer 130 internal to retail process manager 110 , computer 130 may be externally coupled with retail process manager 110 by any wireless or wireline connection.
- Server 210 of retail process manager 110 comprises key performance indicator (KPI) monitors 230 , scoring module 232 , modeling module 234 , charting module 236 , assessment module 238 , scheduler 240 , planner 242 , user interface 244 , and mapping module 246 , which are described in more detail below.
- KPI key performance indicator
- server 210 is shown and described as comprising a single KPI monitors 230 , scoring module 232 , modeling module 234 , charting module 236 , assessment module 238 , scheduler 240 , planner 242 , user interface 244 , and mapping module 246 , embodiments contemplate any suitable number or combination of these, according to particular needs.
- KPI monitors 230 , scoring module 232 , modeling module 234 , charting module 236 , assessment module 238 , scheduler 240 , planner 242 , user interface 244 , and mapping module 246 may be located at one or more locations, local to, or remote from, retail process manager 110 such as, for example, on multiple servers 210 or computers 130 at any location in system 100 .
- Database 220 comprises one or more databases or other data storage arrangements at one or more locations, local to, or remote from, server 210 .
- Database 220 includes, for example, hierarchy model 250 , supply chain model 252 , static master data 254 , dynamic data 256 , plan data 258 , assessment data 260 , KPI data 262 , maturity map 264 , maturity data 266 , process markers 268 , roadmap data 270 , score data 272 , schedule data 274 , and capital outlay data 276 , described in more detail below.
- the database is shown and described as comprising a single hierarchy model 250 , supply chain model 252 , static master data 254 , dynamic data 256 , plan data 258 , assessment data 260 , KPI data 262 , maturity map 264 , maturity data 266 , process markers 268 , roadmap data 270 , score data 272 , schedule data 274 , and capital outlay data 276 , embodiments contemplate any suitable number or combination of these, located at one or more locations, local to, or remote from, retail process manager 110 , according to particular needs.
- FIG. 3 illustrates a process 300 of transforming supply chain entities 120 into an omni-channel retailer via retail process manager 110 .
- the process 300 of transforming supply chain entities 120 proceeds by one or more activities, which although described in a particular order may be performed in one or more permutations according to particular needs. Each of the activities will be described in brief, followed by a more thorough discussion below.
- retail process manager 110 identifies one or more key performance measures of supply chain entities 120 to be processed by retail process manager 110 .
- the strategic alignment activity 302 may identify one or more endpoint maturity levels of KPIs, competencies, characteristics, processes, and/or process markers of supply chain entities 120 to be matured by the roadmap generated by retail process manager 110 .
- retail process manager 110 assesses supply chain entities 120 to identify an initial maturity level for each of the one or more KPIs, competencies, characteristics, processes, and/or process markers. According to some embodiments, retail process manager 110 assesses each of the one or more process markers according to one or more competencies and/or KPI by generating, for example, a score or an initial maturity level.
- mapping module 246 accesses an initial maturity level or score generated by scoring module 232 .
- Mapping module 246 receives a desired final maturity level, and the initial maturity level and final maturity level are compared. A gap is defined between the current, initial maturity level and the final, desired maturity level, for each supply chain entity 120 .
- activity 308 maturity map and/or the assessment are provided to supply chain entities 120 in the form of, for example, a survey report, to determine alignment of the initial maturity levels and final maturity levels with the strategic goals of supply chain entities 120 .
- activity 308 comprises aligning the maturity gaps with one or more identified transformation processes.
- each of the one or more transformation processes indicate a process to transform supply chain entities 120 from an initial maturity level to a final maturity level after initializing and finishing the transformation process.
- retail process manager 110 uses the alignment generated at activity 308 and associates each of the one or more transformation processes with one or more maturity gaps identified in the level-two process markers.
- retail process manager 110 begins a roadmapping process by categorizing and sorting the transformation process according to one or more metrics.
- the roadmapping process generates a project bubble chart comprising transformation processes categorized according to one or more of project value, project complexity, amount of required resources, and organizational impact change.
- retail process manager 110 At activity 314 , retail process manager 110 generates a roadmap by selecting and prioritizing one or more transformation processes.
- the roadmap comprises a timeline of transformation processes according to an order in which the transformation processes are ideally implemented by supply chain entities 120 to transform into an omni-channel retailer.
- retail process manager 110 estimates a cost and return on investment for each of the transformation processes in the roadmap and estimates future capital received by supply chain entities 120 .
- retail process manager 110 rationalizes the roadmap according to the estimates cost and return on investment for each of the transformation processes in the roadmap in accordance with the estimates of future capital received by supply chain entities 120 .
- retail process manager 110 finalizes the roadmap according to the rationalization process by moving, deleting, or adding transformation processes so that the return on investment and cost of each transformation process is permitted by the estimated future capital receives by supply chain entities 120 .
- a final roadmap is generated by retail process manager 110 and communicated to supply chain entities 120 .
- supply chain entities 120 perform the transformation processes according to the final roadmap and transforms into an omni-channel retailer and the process ends.
- retail process manager 110 receives one or more key performance indicators of supply chain entities 120 to be processed by retail process manager 110 .
- supply chain entities 120 may choose one or more key performance indicators that are indicative of an omni-channel retailer and communicate those key performance indicators to retail process manager 110 for processing, according to the method 300 .
- an omni-channel retailer comprises key performance indicators according to at least five KPI areas, hereinafter referred to as competencies: brand excellence, customer centricity, supply chain focus, accelerated technology, and organization alignment.
- competencies include internal and external collaboration and one or more additional competencies.
- key performance indicator competencies of supply chain entities 120 may include reduced out of stocks in stores or fulfillment centers, reduction of effort to complete key tasks (common in a retailer having people working channel-by-channel rather than across channels), increased visibility of products across supply chain entities 120 and the like.
- functional competencies are shown and described in further detail in FIG. 5 and comprise level-one process markers: strategic plan 512 a , operational planning 512 b , lifecycle management 512 c , and customer engagement 512 d .
- Brand excellence of an omni-channel retailer may be characterized by the following characteristics: a transition from “consumers interacting with the channel” to “consumers interacting with the brand;” the “new loyalty” is to the brand experience, no longer to the retailer; universal “palate” of brand values rigorously applied; services available on-line replicated in store and vice versa; the extended-aisle concept to increase range breadth and depth; non-selling services provided also reflect Brand Values (E.g. “in Store Packaging” for home delivery); “channel competition” must end—all channels exist for the consumer, with no channel more important than the other; elimination of channel in the organizational hierarchy; and people/activities in one channel are pro-actively advocating for the other(s).
- Consumer centricity of an omni-channel retailer may be characterized by the following characteristics: customer “credentials” are common irrespective of channel shopped; loyalty is rewarded; special offers bespoke to that customer; recognition of a customer's different buying behaviours based on product and mode; a single, preferred default method of payment but simple to change; and diverse delivery mechanisms with point of purchase selection (e.g. click and collect, buy in store, but deliver to home).
- Supply chain focus of an omni-channel retailer may be characterized by the following characteristics: the consumer is the end of the supply chain; the store is an integral element of the supply chain, not the end; direct orders are intuitively fulfilled from the inventory location most able to profitably draw down the inventory while maintaining service; supply chain segmentation provides flexible fulfillment options, and enables retailers to profitably promise goods to the consumer; built-in flexibility to adapt and alter distribution at critical points in the chain in real time; inventory is managed collaboratively with suppliers to improve fulfilment; supply chains have full visibility to retailer & supplier; and distribution, fulfilment and transportation assets are proactively managed in anticipation of the channel and delivery method.
- Accelerated technology of an omni-channel retailer may be characterized by the following characteristics: big Data synthesized to usable predictive analytics—customer by channel by product by date; real-time awareness of customer touch-points, with ability to react to every interaction with all-channel history; use of RFID, QR, near field communication (NFC), facial recognition, and other technologies—working together—to track behaviour; social media used as a tracking method as well as a marketing tool; advanced business intelligence to understand consumers' absolute need and their “parameters of flexibility” (trade-offs she is prepared to make) on each occasion that she makes a purchase; and customer demand forecasting to predict consumer need, and proactively recommend best channel to fulfil.
- Organization alignment of an omni-channel retailer may be characterized by the following characteristics: if there are multiple buying, sourcing, logistics and procurement teams across channels they will be consolidated into one; store staff become part of the supply network; employees are cross-functionally-oriented and aligned with the supply chain; compensation is based on cross-function and cross-channel overall performance; rewards based on any sale from any channel; central office is aligned for brand management, with channel execution (marketing, advertising, presentation) integrated in with buying; and traditional location planners become “customer segment planners” with channel plans based on forecasted consumer/timing preferences.
- each competency may be understood as comprising at least four maturity levels: innocence, understanding, competence, and excellence, ranked from least correlation of supply chain entities 120 to an omni-channel retailer to the highest correlation. In an embodiment, this may be termed a maturity scale. According to some embodiments, each of the maturity levels opposition, understanding, competence, and excellence correlate to a numerical score, for example, 1, 2, 3, and 4, respectively. Although the maturity levels are shown and described as comprising innocence, understanding, competence, and excellence and the maturity scale is described as comprising a numerical score of 1-4, embodiments contemplate any type or number of maturity levels and any type of scale associated with the numerical scale, according to particular needs.
- the maturity scale can be understood according to the qualifications of each of the maturity levels for each of the competencies according to the following TABLES 1-5.
- a Focus channel is ordered networks for model allows for differentiator and serviced as meeting demand to be met
- Provides near separate entity alternative from any stock instantaneous Network is channel location fulfillment; specific to a requirements Suppliers reliable and channel Trade-offs integrated to responsive to Inventory is between distribution and different dedicated to a distribution returns pool requirements channel models
- Returned stock Store is part of the Stores regarded as understood immediately supply chain, not the end of the Brand service available to end of the supply supply chain values reflected in promise chain
- Availability some aspects of Customer Delivery service measured by the supply chain dedicated services reflects the brand day performance at point of values (eg, liveried Suppliers not Cross-channel delivery cans, smart integrated to the returns drivers, in home supply chain mechanisms in services) Rudimentary place and with returns inter store and mechanism with channel transfers slow return to facilitated by stock exception Distribution performance not regarded as part of the brand values
- retail process manager 110 assesses one or more process markers according to the maturity levels of the competencies.
- FIG. 4 illustrates a retail process methodology hierarchy 400 as implemented by retail process manager 110 .
- retail process methodology hierarchy 400 comprises four analysis levels 402 - 408 that determine the maturity level of each of five high-level process markers 410 a - 410 n of supply chain entities 120 .
- retail process methodology hierarchy 400 is depicted including four analysis levels 402 - 408 , embodiments contemplate any number of analysis levels 402 - 408 , according to particular needs.
- the hierarchy of process markers 400 comprises four analysis levels: level-zero 402 , level-one 404 , level-two 406 , and level-three 408 .
- level-zero 402 comprises one or more high-level process markers 410 a - 410 n .
- Each high-level process markers 410 a - 410 n may be associated with one or more high-level business organizational characteristics.
- five high-level process markers 410 a - 410 n are shown and described, embodiments contemplate any number of high-level process markers 410 a - 410 n , according to particular needs.
- Each of the high-level process markers 410 a - 410 n may comprise one or more level-one process markers 412 a - 412 n at level-one 404 .
- Each of the level-one process markers 412 a - 412 n may be associated with one or more maturity mapping levels or a level-one business characteristic. Although four level-one process markers 412 a - 412 n are shown and described, embodiments contemplate any number of level-one process markers 412 a - 412 n , according to particular needs.
- each of the level-one process markers 412 a - 412 n may comprise one or more level-two process markers 414 a - 414 n at level-two 406 .
- Each of the level-two process markers 414 a - 414 n may be associated with one or more maturity mapping inquiries, software functionalities or modules, or a level-two business characteristic. Although four level-two process markers 414 a - 414 n are shown and described, embodiments contemplate any number of level-two process markers 414 a - 414 n , according to particular needs.
- each of the level-two process markers 414 a - 414 n may comprise one or more level-three process markers 416 a - 416 n at level-three 408 .
- Each of the level-three process markers 416 a - 416 n may be associated with one or more change management high-level assessment plans or a level-three business characteristic. Although three level-three process markers 416 a - 416 n are shown and described, embodiments contemplate any number of level-three process markers 416 a - 416 n , according to particular needs.
- retail process methodology hierarchy 400 comprises five level-zero 402 high-level process markers: plan 410 a , source 510 b , buy 510 c , ship 510 d , and sell 510 e .
- plan 510 a comprises four level-one process markers: strategic plan 512 a , operational planning 512 b , lifecycle management 512 c , and customer engagement 512 d .
- source 510 b may comprise one or more of the following level-one process markers: concepts and product design, product specification, manage materials, source products, manage and samples quantity, and procurement.
- Buy 510 c may comprise one or more of the following level-one process markers: assortment review, negotiate, and ordering.
- Ship 510 d may comprise one or more of the following level-one process markers: allocation, fulfillment/replenishment, warehouse/DC operations, and optimization.
- Sell 510 e may comprise one or more of the following level-one process markers: customer relationships, store presentation, pricing and localization, and store operations. Additional high-level markers and various other business objectives and markers may be implemented into hierarchy 300 according to particular needs.
- strategic plan 512 a of plan 510 a comprises four level-two process markers: customer strategy 514 a , selling and channel strategy 514 b , sourcing and supply chain strategy 514 c , and brand, product, and assortment strategy 514 d .
- Operational plan 512 b comprises level-two process markers: financial plan 514 e , macro space plan 514 f , merchandise plan 514 g , key item plan 514 h , channel plan 514 i , store operations plan 514 j , range planning 514 k , location clustering 5141 , and supply chain plan 514 m .
- lifecycle management 512 c and customer engagement 512 d comprise level-two process markers 514 n - 514 r and 514 s - 514 v , respectively, but specific examples are omitted for clarity.
- assessment module 238 of retail process manager 110 performs an assessment by assigning a maturity level to each competency for each level-two process markers 412 a - 412 n .
- assessment module 238 may assign one or more of innocence, understanding, competence, or excellence to each level-two process markers 412 a - 412 n , according to a response to an inquiry.
- the exemplary maturity levels comprise discrete identifiable maturity levels indicating one or more qualities possessed by supply chain entities 120 in regard to that specific aspect.
- the standard maturity levels comprise a spectrum that indicates a relative maturity level indicating a maturity more or less than one or more standards.
- retail process manager 110 assesses one or more process markers according to one or more competencies and/or KPIs.
- retail process manager 110 generates an inquiry to supply chain entities 120 that comprises a request for a KPI or competency.
- retail process manager 110 assesses one or more KPIs and generates a maturity level using assessment module 238 of server 210 based on the value of the accessed KPI.
- assessment module 238 generates one or more questions, and retail process manager 110 analyses the answers to those questions to determine the maturity level of supply chain entities 120 according to one or more process markers, such as, for example, level-two process markers 414 a - 414 n.
- the assessment comprises one or more questionnaires that are administered by one or more users, wherein the answers to the questionnaires are received by the retail process manager 110 .
- exemplary questionnaires related to each of the high-level, level-one, and level-two process markers are presented in TABLE 6.
- Level-one Amount of time and resources to achieve level-one process markers Is the level-one process marker a driving factor throughout the entire one or more supply chain entities 120 Does the end of a merchandise season end with too much inventory at one or more supply chain entities 120
- customer preferences effect inventory of one or more supply chain entities 120 Effects of merchandising and controlling the brand on design and development of one or more supply chain entities 120 Effects of the material used in the production of products at one or more supply chain entities 120 Steps taken in sourcing for procurement of products at one or more supply chain entities 120 Effects of meeting quality assurance requirements at one or more supply chain entities What are the requirements for the management of the one or more supply chain entities 120
- Level-two During the strategic planning process, how does the customer enter into consideration Define the process to achieve each level-two process marker How is your understanding of the customer manifested in subsequent planning and execution activity within the one or more supply chain entities 120 How are new channels within the one or more supply chain entities 120 integrated into the strategic plans What portion of the merchandise do you own the entire supply chain process How is
- retail process manager 110 comprises user interface 244 that populates questions from assessment module 238 related to one or more high-level process markers and receives the answer to the questions directly through user interface 244 .
- retail process manager 110 uses the answers to the questions to generate a score for supply chain entities 120 using scoring module 232 .
- scoring module 232 ranks answers to the questions using one or more statistical processes and weighting factors.
- scoring module 232 uses the score directly to generate a maturity level, or compare the score to one or more maturity level standards to indicate the maturity level by a comparison with the standards.
- the battery assessment, answers to the questions, and score are stored in the database coupled with the retail process manager 110 as assessment data 260 , maturity data 266 , and score data 272 , respectively. As discussed above, maturity data 266 is used by the retail process manager 110 to generate maturity map 900 .
- FIG. 6 illustrates several features of graphical user interface (GUI) 600 that may be present in one or more combinations, according to particular needs.
- GUI 600 is generated by user interface 244 and comprises one or more assessment questions 602 (identified by a question identification 604 ), one or more maturity level selection boxes 606 a - 606 f , navigation buttons 608 a - 608 f , and process marker hierarchy identification boxes 610 - 614 .
- the one or more assessment questions 602 comprise question identification 604 and the text of the assessment question 602 .
- the question identification number question identification is 338
- the text of the assessment question is “What is the process that you go through?”
- retail process manager 110 identifies or receives input in one or more maturity level selection boxes 606 a - 606 f according to one or more maturity level selections 616 a - 616 d .
- maturity level selection boxes 606 a - 606 f comprise a maturity spectrum box on which a maturity level regarding the assessment question 602 is indicated by retail process manager 110 .
- FIG. 6 illustrates six exemplary competencies: brand excellence, consumer centricity, supply chain focus, organizational alignment, enabled technology, and collaboration (internal/external)) for which one of four maturity levels (innocent (I) 616 a , understanding (U) 616 b , competence (C) 616 c , and excellence (E) 616 d ) may be indicated by retail process manager 110 .
- Embodiments contemplate any number of maturity levels 616 a - 616 d .
- a maturity level slider that indicates on a spectrum a precise, relative, or approximate maturity level.
- Process marker hierarchy identification boxes 610 - 614 identify the place in the hierarchy 400 to which assessment question 602 relates. According to some embodiments, hierarchy identification boxes 610 - 614 identify the level-zero process marker 410 a - 410 n in a level-zero identification box 610 , the level-one process marker 412 a - 412 n in a level-one identification box 612 , and the level-two process marker 414 a - 414 n in a level-two identification box 614 most closely related to the assessment question 602 currently displayed. For example, assessment question 602 presented in FIG. 6 corresponds to plan 510 a , operational plan 512 b , and financial plan 514 e.
- Navigation buttons 608 a - 608 f on GUI 600 enable a navigation between different questions 602 in hierarchy 400 and in and out of GUI 600 to one or more separate modules.
- assessment question 602 may comprise one of approximately 2,500 separate questions, the answers to which identify maturity in each competency 606 a - 606 f , as described in more detail below.
- scoring module 232 After a determination according to each competency 606 a - 606 f , scoring module 232 generates a score based on the selected maturity level 616 a - 616 d.
- FIG. 7 illustrates a current state report 700 generated by user interface 244 according to a received maturity level 616 a - 616 d .
- current state report 700 comprises one or more competencies 704 sorted according to level-two process markers 414 a - 414 n and score 708 associated with each competency 704 and maturity level 706 a - 706 d .
- Level-two process markers 414 a - 414 n may be sorted according to hierarchy 400 and each of the process markers may be identified by level descriptions 710 - 714 and ID's 716 - 720 .
- the current state report 700 identifies the level-zero process marker 410 a - 410 n as plan 510 a and the level-one process marker 412 a - 412 n as strategic plan 512 a .
- a score is shown for each of the six competencies 704 evaluated in FIG. 6 and categorized according to the maturity levels 706 a - 706 d . As an example only and not by way of limitation, for the competency Brand Excellence (BE) the score for innocence is 12, the score for understanding is 5, the score for competence is 5, and the score for excellence is 5.
- Each of the other competencies 704 are associated with scores for each of the maturity levels 706 a - 706 d , wherein CC represents consumer centricity, CO represents collaboration, ET represents enabled technology, OA represents organizational alignment, and SC represents supply chain focus. Although particular competencies are shown and described, embodiments contemplate any competency according to particular needs.
- scores 708 associated with each competency 704 and maturity level 706 a - 706 d are generated by aggregating the responses to each assessment question 602 from one or more inquiries.
- assessment questions 602 are generated multiple times and evaluated against different areas of supply chain entities 120 , such as for example, different employees, different working groups, different divisions, or the like.
- each level-two process marker 414 a - 414 n is associated with multiple questions, and the response to the multiple questions associated with a single level-two process marker 414 a - 414 n are aggregated into scores 708 .
- customer strategy 514 a was evaluated 27 times, and each of the responses to the questions 602 relating to customer strategy 514 a are recorded.
- each of the four maturity level scores 708 are totaled for the process markers of level-two 406 , level-one 404 , and level-zero 402 .
- process markers of level-two 406 , level-one 404 , and level-zero 402 are shown and described, embodiments contemplate current state report 700 generates a subtotal across one or more or all of assessed process markers.
- scoring module 232 After scoring module 232 generates a score for the evaluated process markers, scoring module 232 generates a total score and percentage which may be used to generate a maturity level associated with each of level-zero 402 , level-one 404 , and level-two 406 of hierarchy 400 .
- FIG. 8 illustrates an exemplary rating report 800 generated by user interface 244 .
- rating report 800 comprises a rating score 802 , a maximum score 804 , and percentage score 806 for one or more process markers at level-zero 402 , level-one 404 , and/or level-two 406 .
- Rating score 802 , maximum score 804 , and percentage score 806 are generated by scoring module 232 according to one or more exemplary scoring methods described above.
- rating score 802 comprises the sum of subtotals for each maturity level 706 a - 706 d where the subtotal for understanding 706 b is multiplied by two, the subtotal for competence 706 c is multiplied by three, and the subtotal for excellence 706 d is multiplied by four.
- rating score 802 , maximum score 804 , and percentage score 806 are calculated for the process markers of level-two 406 , level-one 404 , and level-zero 402 . Although only a single level-two 406 , level-one 404 , and level-zero 402 process markers are shown and described, embodiments contemplate rating report 800 to generate rating scores 802 , maximum scores 804 , and percentage scores 806 , across one or more or all of assessed process markers.
- one or more scores are assigned weights according to the level-two process marker with which they are associated.
- operational plan 512 b comprises several level-two process markers 514 e - 514 m as described above. Scores which are generated based on these level-two process markers may be weighted according to the importance of the level-two process marker for an omni-channel retailer. For example, financial plan 514 e is critical to an omni-channel retailer, so the score associated with financial plan 514 e is accorded a higher weight, for example 25%, than according to other level-two process markers 514 f - 514 m of operational plan 512 b .
- macrospace plan 514 is less important so it will be accorded a lower weight, for example 5%, than financial plan 514 e.
- mapping module 246 of retail process manager 110 generates a maturity map 900 according to one or more of the assessed process markers based, at least in part, on percentage score 806 or weighted score.
- a score of 0%-25% may be considered innocent, a score of 26%-55% may be considered understanding, a score of 56% to 85% may be considered competence, and a score greater than 85% may be considered excellent.
- a particular score is described as being associated with a maturity level, embodiments contemplate any score or range of scores being associated with a maturity level.
- FIG. 9 illustrates an exemplary maturity map 900 generated by mapping module 246 of retail process manager 110 .
- maturity map 900 comprises maturity levels 706 a - 706 d charted for one or more competencies 704 .
- charted competencies 704 comprise brand excellence 902 , consumer centricity 904 , supply chain focus 906 , accelerated technology 908 , and/or organization alignment 910 .
- Each charted competency 902 - 910 comprises an initial maturity level 912 a - 912 e and a final maturity level 914 a - 914 e .
- An initial maturity level 912 a - 912 e may comprise the maturity level determined according to the percentage score 806 .
- the final maturity level 914 a - 914 e may comprise a preselected maturity level received from supply chain entities 120 or may comprise a highest-rated maturity, for example, a maturity of excellence 706 d .
- the difference between an initial maturity level 912 a - 912 e and a final maturity level 914 a - 914 e is termed a maturity gap 916 a - 916 e .
- the maturity gap 916 a - 916 e comprises the distance that supply chain entities 120 must cover to transition to an omni-channel retailer for the associated competency 704 .
- maturity map 900 is illustrated as comprising one or more competencies 704 charted for one or more maturity levels 706 a - 706 d
- embodiment contemplate maturity map 900 comprising one or more assessed process markers, such as level-zero 402 , level-one 404 , and level-two 406 process markers charted for one or more maturity levels 706 a - 706 d and/or competencies 704 , according to particular needs.
- charting module 236 identifies transition projects 1002 a - 1002 q , which, when performed by supply chain entities 120 transitions supply chain entities 120 to an omni-channel retailer, according to one or more competencies 704 .
- FIG. 10 illustrates an exemplary bubble chart 1000 that presents a listing of potential transition projects 1002 a - 1002 q based, at least in part, on maturity gaps 916 a - 916 e in maturity map 900 .
- Transition projects 1002 a - 1002 q may be rated or scored according to one or more metrics such as return on investment, project complexity, value, initial cost, amount of organizational rearrangement, number of resources utilized, amount of time to complete the project, and the like.
- transition projects 1002 a - 1002 q are rated by one or more of complexity 1004 , value 1006 , resource need 1008 , and/or organizational change impact 1010 .
- complexity 1004 is represented by the x-axis and comprises, for example, the time to complete the transition projects 1002 a - 1002 q , the number of different client teams needed to complete the transition projects 1002 a - 1002 q and the amount of resources needed to complete the transition projects 1002 a - 1002 q.
- value 1006 is represented by the y-axis and comprises a return on investment, including for example, an improvement in the competency, and the ability to meet the key performance indicators better, faster, and/or more efficiently, for the transition projects 1002 a - 1002 q .
- resource need 1008 is represented by the size of the bubbles in bubble chart 1000 and represents the amount of resources, numerical commitment and the percentage of commitment.
- organization change impact 1010 is represented by the color of the bubbles in bubble chart 1000 and represents the amount of change of different roles in the organization (i.e., creation of new roles or the elimination/revision of existing roles) and relates to one or more change management high-level assessment plans.
- transition project 1002 a corresponds to a transition project 1002 a with a low project complexity, a high value 1006 , a medium amount of resource need 1008 , and a high organization impact 1010 . Therefore, 1002 a is likely to be selected as a potential transition project to overcome one or more maturity gaps 916 a - 916 e . As another example, project 1002 q is unlikely to be selected as a potential transition project to overcome one or more maturity gaps 916 a - 916 e because it has a high project complexity 1004 , a medium value 1006 , medium resource need 1008 , and a low organization change impact 1010 .
- each transition project 1002 a - 1002 q may be chosen based on various parameters according to particular needs.
- one or more transition projects 1002 a - 1002 q must be implement before another transition project 1002 a - 1002 q is implemented.
- a financial plan would be required to be implemented prior to the start of a performance dashboard, such that, the financial plan can be measured in the dashboard.
- bubble chart 1000 indicates a relationship between transition projects 1002 a - 1002 q to indicate a dependent or other relationship indicating that one transition project 1002 a - 1002 q must be selected or completed to perform another transition project 1002 a - 1002 q .
- mapping module 246 of retail process manager 110 generates roadmap 1100 and stores the roadmap 1100 in roadmap data 270 , as discussed in more detail below.
- FIG. 11 illustrates an exemplary high-level roadmap 1100 generated by mapping module 246 .
- high-level roadmap 1100 comprises transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j scheduled according to one or more time periods 1102 , such as, for example, monthly, quarterly, and/or annually.
- transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j comprise a transition project 1020 a - 1020 q or a portion of a transition project 1020 a - 1020 q .
- one or more transition project 1020 a - 1020 q identified by charting module 236 may comprise one or more transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that when performed in one or more permutations close a maturity gap 916 a - 916 e identified in maturity map 900 .
- mapping module 246 of retail process manager 110 determines a cost and return on investment associated with one or more potential transition projects 1020 a - 1020 q and determines a capital outlay for supply chain entities 120 .
- Retail process manager 110 generates or receives capital outlay data 276 and generates growth charts, for example by using charting module 236 of server 110 .
- Capital outlay data 276 may be stored in database 220 and growth charts may identify or illustrate outlays of capital to support corporate planning.
- mapping module 246 communicates with scheduler 240 to generate roadmap 1100 of potential transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that may be performed according to a timeline based on cost, return on investment, and capital outlays. For example, one or more projects may have a cost higher than the expected capital outlay for a first quarter. According to this example, planner 242 would move the project to a later quarter when the capital outlay was high enough to permit supply chain entities 120 to perform the project.
- transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j with a high return on investment and a low cost may be moved to an earlier time period 1102 in the roadmap 1100 in order to generate higher revenue for the one or more supply chain entities 120 .
- roadmap 1100 comprises an arrow that represents each transition activity 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j wherein the length of the arrow indicates a time period over which the transition activity 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j is performed by supply chain entities 120 .
- the beginning of an arrow may indicate the starting time of the transition activity 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j and the end of the arrow may indicate the ending time of the transition activity 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j .
- transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j are grouped according to complementary transition processes 1020 a - 1020 q that feed from one into another, such that there may be overlapping transition processes 1020 a - 1020 q in the same category that may need to be performed simultaneously.
- Embodiments contemplate transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that may be categorized into more than one category or antecedent activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that need to be performed in one category so that a process in a separate category can be performed afterward.
- the roadmap may identify start and stop dates of key initiatives and projects.
- the roadmap 1100 preferably identifies a duration, such as, for example, three to five years, depending on the complexity of the transformation or the size of the maturity gap.
- the roadmap may depict key initiatives and/or projects categorized by retail process methodology process markers, by competencies, or by impact to people, process, solutions, and/or technology.
- one or more transition projects 1020 a - 1020 q comprise one or more transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that are the same for the one or more transition projects 1020 a - 1020 q .
- transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j may be scheduled on roadmap so that transition activities 1110 a - 1110 m , 1120 a - 1120 i , 1130 a - 1130 i , 1140 a - 1140 k , and 1150 a - 1150 j that more than one transition projects 1020 a - 1020 q have in common are scheduled at an earlier time period 1102 .
- FIG. 12 illustrates a second exemplary roadmap 1200 which categorizes one or more second transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c , according to people 1202 a , process 1202 b , solutions 1202 c , and technology 1202 d .
- embodiments contemplate a roadmap 1200 that identifies which transition activities transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c must be performed prior to subsequent transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c and generates a roadmap 1200 where antecedent transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c are placed at an earlier time period than later transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c .
- roadmap 1200 may indicate a ranking of transition activities 1210 a - 1210 c , 1220 a - 1220 c , 1230 a - 1230 e , and 1240 a - 1240 c , each of which may eliminate a maturity gap 916 a - 916 e or a portion of a maturity gap 916 a - 916 e , and/or ranked according to, for example, return on investment, capital outlay, time involved, complexity, or the like.
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Abstract
Description
- This application is a continuation of U.S. patent application Ser. No. 14/697,259, filed on Apr. 27, 2015, entitled “System and Method of a Supply Chain Retail Process Manager,” which claims the benefit under 35 U.S.C. § 119(e) to U.S. Provisional Application No. 61/985,795, filed Apr. 29, 2014, entitled “System and Method of a Supply Chain Retail Process Manager.” U.S. patent application Ser. No. 14/697,259 and U.S. Provisional Application No. 61/985,795 are assigned to the assignee of the present application. The subject matter disclosed in U.S. patent application Ser. No. 14/697,259 and U.S. Provisional Application No. 61/985,795 is hereby incorporated by reference into the present disclosure as if fully set forth herein.
- The disclosure relates generally to a system and method for business retail management, including managing, generating, modeling, analyzing, and evaluating business processes in a retail space, and assessing their maturity to develop an action plan of process improvements, inventory adjustments, organization design and technology enablers.
- Ordinarily, retailers that self-identify as omni-channel retailers typically comprise two-channels, at most. In these retailers, even those having a website with e-commerce, the various retail sections are siloed between their e-commerce and brick-and-mortar retail channels.
- For example, a retailer may have a customer in a brick-and-mortar retailer wanting to use an online service to find what products that brick-and-mortar retailer currently stocks and information about those products. The retailer would need to create an online retail presence that would allow the customer to purchase a product online and pick it up in the nearest brick-and-mortar location. Most retailers fail to integrate all the various levels of retail into one seamless shopping experience, which ordinarily requires reorganization of the structure of the supply chain entity. This lack of integration is undesirable.
- A more complete understanding of the present invention may be derived by referring to the detailed description when considered in connection with the following illustrative figures. In the figures, like reference numbers refer to like elements or acts throughout the figures.
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FIG. 1 illustrates an exemplary supply chain network according to a first embodiment; -
FIG. 2 illustrates the retail process manager ofFIG. 1 in greater detail in accordance with the first embodiment; -
FIG. 3 illustrates an exemplary method of enterprise transformation according to a maturity level; -
FIG. 4 illustrates an exemplary retail process marker hierarchy in accordance with an embodiment; -
FIG. 5 illustrates an exemplary disaggregation of a retail process marker hierarchy in accordance with an embodiment; -
FIG. 6 illustrates an exemplary ratings assessment interface in accordance with an embodiment; -
FIG. 7 illustrates an exemplary current state report interface in accordance with an embodiment; -
FIG. 8 illustrates an exemplary ratings report interface in accordance with an embodiment; -
FIG. 9 illustrates an exemplary maturity map in accordance with an embodiment; -
FIG. 10 illustrates an exemplary bubble chart according to transition projects in accordance with an embodiment; -
FIG. 11 illustrates an exemplary high-level roadmap in accordance with an embodiment; and -
FIG. 12 illustrates an exemplary people, process, solutions, technology roadmap in accordance with an embodiment. - High-level process markers and applications of the invention presented herein are described below in the drawings and detailed description of the invention. Unless specifically noted, it is intended that the words and phrases herein be given their plain, ordinary, and accustomed meaning to those of ordinary skill in the applicable arts.
- In the following description, and for the purposes of explanation, numerous specific details are set forth in order to provide a thorough understanding of the various aspects of the invention. It will be understood, however, by those skilled in the relevant arts, that the present invention may be practiced without these specific details. In other instances, known structures and devices are shown or discussed more generally in order to avoid obscuring the invention. In many cases, a description of the operation is sufficient to enable one to implement the various forms of the invention, particularly when the operation is to be implemented in software. It should be noted that there are many different and alternative configurations, devices and technologies to which the disclosed inventions may be applied. The full scope of the inventions is not limited to the examples that are described below.
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FIG. 1 illustrates anexemplary system 100 according to a preferred embodiment.System 100 comprisesretail process manager 110, one or more supply chainsupply chain entities 120,computers 130,network 140, andcommunication links retail process manager 110, one or more supply chainsupply chain entities 120, asingle computer 130, and asingle network 140, are shown and described; embodiments contemplate any number ofretail process managers 110, any number of supply chainsupply chain entities 120, any number ofcomputers 130, or any number ofnetworks 140, according to particular needs. -
System 100 may operate on one ormore computers 130 that are integral to or separate from the hardware and/or software that supportretail process manager 110 and one or more supply chainsupply chain entities 120.Computers 130 may include anysuitable input device 132, such as a keypad, mouse, touch screen, microphone, or other device to input information. Anoutput device 134 may convey information associated with the operation ofsystem 100, including digital or analog data, visual information, or audio information.Computers 130 may include fixed or removable computer-readable storage media, including a non-transitory computer-readable storage medium, magnetic computer disks, flash drives, CD-ROM, in-memory device or other suitable media to receive output from and provide input tosystem 100.Computers 130 may include one ormore processors 136 and associated memory to execute instructions and manipulate information according to the operation ofsystem 100. - Although a
single computer 130 is shown inFIG. 1 ,retail process manager 110 and one or more supply chainsupply chain entities 120 may each operate onseparate computers 130 or may operate on one or more sharedcomputers 130. Each of the one ormore computers 130 may be a work station, personal computer (PC), network computer, notebook computer, tablet, personal digital assistant (PDA), cell phone, telephone, wireless data port, or any other suitable computing device. In an embodiment, one or more users may be associated withretail process manager 110. These one or more users may include, for example, a “manager” or a “planner” handling retail process management and/or one or more related tasks withinsystem 100. In addition, or as an alternative, these one or more users withinsystem 100 may include, for example, one ormore computers 130 programmed to autonomously handle, among other things, evaluation of various levels of retail process management, estimating, computing and adjusting of various levels of product inventory and/or one or more related tasks withinsystem 100. - In one embodiment, one or more supply chain
supply chain entities 120 represent one or more supply chain networks including one or more entities, such as, for example suppliers, manufacturers, distribution centers, retailers, stores, online stores, and/or customers. A supplier may be any suitable entity that offers to sell or otherwise provides one or more items (i.e., materials, components, or products) to one or more manufacturers. Items may comprise, for example, products, parts, or supplies that may be used to generate products. An item may comprise a part of the product, or an item may comprise a supply that is used to manufacture the product, but does not become a part of the product, for example, a tool, energy, or resource. A manufacturer may be any suitable entity that manufactures at least one finished good. A manufacturer may use one or more items during the manufacturing process to produce a finished good. In this document, the phrase “finished good” may refer to any manufactured, fabricated, assembled, or otherwise processed item, material, component, good or product. A finished good may represent an item ready to be supplied to, for example, anothersupply chain entity 120 in the system, such as a supplier, an item that needs further processing, or any other item. A manufacturer may, for example, produce and sell a finished good to a supplier, another manufacturer, a distribution center, a retailer, a customer, or any other suitable person or entity. A distribution center may be any suitable entity that offers to sell or otherwise distributes at least one finished good to one or more retailers and/or customers. A retailer may be any suitable entity that obtains one or more finished goods to sell to one or more customers. - Although one or more supply chain
supply chain entities 120 are shown and described as separate and distinct entities, the same entity may simultaneously act as any one of the one or more supply chainsupply chain entities 120. For example, one or more supply chainsupply chain entities 120 acting as a manufacturer could produce a finished good, and the same entity could act as a supplier to supply an item to another supply chain. Although one example of a supply chain network is shown and described, embodiments contemplate any operational environment and/or supply chain network, without departing from the scope of the present invention. - In one embodiment,
retail process manager 110 is coupled withnetwork 140 using communications link 142, which may be any wireline, wireless, or other link suitable to support data communications betweenretail process manager 110 andnetwork 140 during operation ofsystem 100. One or moresupply chain entities 120 are coupled withnetwork 140 using communications link 144, which may be any wireline, wireless, or other link suitable to support data communications between one or moresupply chain entities 120 andnetwork 140 during operation ofsystem 100.Computers 130 are coupled withnetwork 140 using communications link 146, which may be any wireline, wireless, or other link suitable to support data communications betweencomputers 130 andnetwork 140 during operation ofsystem 100. - Although
communication links retail process manager 110, one or moresupply chain entities 120, andcomputers 130 withnetwork 140,retail process manager 110, one or moresupply chain entities 120, andcomputers 130 may communicate directly withretail process manager 110, one or moresupply chain entities 120, and/orcomputers 130, according to particular needs. - In another embodiment,
network 140 includes the Internet and any appropriate local area networks (LANs), metropolitan area networks (MANs), or wide area networks (WANs) couplingretail process manager 110, one or moresupply chain entities 120, andcomputers 130. For example, data may be maintained byretail process manager 110 at one or more locations external toretail process manager 110 and one or moresupply chain entities 120 and made available to one or more associated users of one or moresupply chain entities 120 usingnetwork 140 or in any other appropriate manner. Those skilled in the art will recognize that the complete structure and operation ofcommunication network 140 and other components withinsystem 100 are not depicted or described. Embodiments may be employed in conjunction with knowncommunications networks 140 and other components. - In accordance with the principles of embodiments described herein,
retail process manager 110 generates a roadmap of one or moresupply chain entities 120 to transform to an omni-channel retailer by analyzing and rating process markers and generating one or more transformation projects. According to some embodiments, process level markers correlate to program and business processes that are required for omni-channel competency. Each process level marker is analyzed by a competency scale, and based on the particular competencies determined for each process level marker, a transformation plan is generated and executed for various processes to transform the retailer to an omni-channel retailer. The transformation plan comprises project and process opportunities that correlate to specific maturity gaps, which when implemented transform one or more retail processes to an omni-channel retail process. In addition, or as an alternative, the project and process opportunities may be rated by one or more metrics, such as, for example, return on investment, value, project complexity, resource need, and/or organizational impact. - As explained above, a prototypical omni-channel retailer ideally provides a seamless shopping experience between all channels of retail performed by
supply chain entities 120. As an example only and not by way of limitation, competencies of an exemplary omni-channel retailer include: brand excellence, consumer centricity, supply chain focus, accelerated technology, and organization alignment. Each of these exemplary competencies, will be discussed in relation toretail process manager 110 in more detail below. - In some embodiments,
retail process manager 110 indicates a degree to which one or more high-level process markers of asupply chain entities 120 conforms to an omni-channel retailer and may adjust the inventory of one or moresupply chain entities 120, based on the degree of conformity to an omni-channel retailer. However, indicating the degree of conformity to an omni-channel retailer is simply one non-limiting example. -
FIG. 2 illustratesretail process manager 110 ofFIG. 1 in greater detail in accordance with an embodiment. As discussed above,retail process manager 110 comprises one ormore computers 130 at one or more locations including associated input devices, output devices, non-transitory computer-readable storage media, processors, memory, or other components for receiving, processing, storing, and communicating information according to the operation ofsupply chain network 100. According to some embodiments,retail process manager 110 comprisescomputer 130,server 210, anddatabase 220. Although the depiction inFIG. 2 includescomputer 130 internal toretail process manager 110,computer 130 may be externally coupled withretail process manager 110 by any wireless or wireline connection. -
Server 210 ofretail process manager 110 comprises key performance indicator (KPI) monitors 230, scoringmodule 232,modeling module 234, chartingmodule 236,assessment module 238,scheduler 240,planner 242,user interface 244, andmapping module 246, which are described in more detail below. Althoughserver 210 is shown and described as comprising a single KPI monitors 230, scoringmodule 232,modeling module 234, chartingmodule 236,assessment module 238,scheduler 240,planner 242,user interface 244, andmapping module 246, embodiments contemplate any suitable number or combination of these, according to particular needs. In addition, or as an alternative, KPI monitors 230, scoringmodule 232,modeling module 234, chartingmodule 236,assessment module 238,scheduler 240,planner 242,user interface 244, andmapping module 246 may be located at one or more locations, local to, or remote from,retail process manager 110 such as, for example, onmultiple servers 210 orcomputers 130 at any location insystem 100. -
Database 220 comprises one or more databases or other data storage arrangements at one or more locations, local to, or remote from,server 210.Database 220 includes, for example,hierarchy model 250,supply chain model 252,static master data 254,dynamic data 256,plan data 258,assessment data 260,KPI data 262,maturity map 264,maturity data 266,process markers 268,roadmap data 270, scoredata 272,schedule data 274, andcapital outlay data 276, described in more detail below. Although, the database is shown and described as comprising asingle hierarchy model 250,supply chain model 252,static master data 254,dynamic data 256,plan data 258,assessment data 260,KPI data 262,maturity map 264,maturity data 266,process markers 268,roadmap data 270, scoredata 272,schedule data 274, andcapital outlay data 276, embodiments contemplate any suitable number or combination of these, located at one or more locations, local to, or remote from,retail process manager 110, according to particular needs. -
FIG. 3 illustrates aprocess 300 of transformingsupply chain entities 120 into an omni-channel retailer viaretail process manager 110. Theprocess 300 of transformingsupply chain entities 120 proceeds by one or more activities, which although described in a particular order may be performed in one or more permutations according to particular needs. Each of the activities will be described in brief, followed by a more thorough discussion below. - At
activity 302,retail process manager 110 identifies one or more key performance measures ofsupply chain entities 120 to be processed byretail process manager 110. For example, thestrategic alignment activity 302 may identify one or more endpoint maturity levels of KPIs, competencies, characteristics, processes, and/or process markers ofsupply chain entities 120 to be matured by the roadmap generated byretail process manager 110. - At
activity 304,retail process manager 110 assessessupply chain entities 120 to identify an initial maturity level for each of the one or more KPIs, competencies, characteristics, processes, and/or process markers. According to some embodiments,retail process manager 110 assesses each of the one or more process markers according to one or more competencies and/or KPI by generating, for example, a score or an initial maturity level. - At
activity 306, the score generated by scoringmodule 232 is accessed bymapping module 246.Mapping module 246 accesses an initial maturity level or score generated by scoringmodule 232.Mapping module 246 receives a desired final maturity level, and the initial maturity level and final maturity level are compared. A gap is defined between the current, initial maturity level and the final, desired maturity level, for eachsupply chain entity 120. - At
activity 308, maturity map and/or the assessment are provided tosupply chain entities 120 in the form of, for example, a survey report, to determine alignment of the initial maturity levels and final maturity levels with the strategic goals ofsupply chain entities 120. According to some embodiments,activity 308 comprises aligning the maturity gaps with one or more identified transformation processes. In addition, or as an alternative, each of the one or more transformation processes indicate a process to transformsupply chain entities 120 from an initial maturity level to a final maturity level after initializing and finishing the transformation process. - At
activity 310,retail process manager 110 uses the alignment generated atactivity 308 and associates each of the one or more transformation processes with one or more maturity gaps identified in the level-two process markers. Atactivity 312,retail process manager 110 begins a roadmapping process by categorizing and sorting the transformation process according to one or more metrics. According to some embodiments, the roadmapping process generates a project bubble chart comprising transformation processes categorized according to one or more of project value, project complexity, amount of required resources, and organizational impact change. - At
activity 314,retail process manager 110 generates a roadmap by selecting and prioritizing one or more transformation processes. According to some embodiments, the roadmap comprises a timeline of transformation processes according to an order in which the transformation processes are ideally implemented bysupply chain entities 120 to transform into an omni-channel retailer. Atactivity 316,retail process manager 110 estimates a cost and return on investment for each of the transformation processes in the roadmap and estimates future capital received bysupply chain entities 120. - At
activity 318,retail process manager 110 rationalizes the roadmap according to the estimates cost and return on investment for each of the transformation processes in the roadmap in accordance with the estimates of future capital received bysupply chain entities 120. Atactivity 320,retail process manager 110 finalizes the roadmap according to the rationalization process by moving, deleting, or adding transformation processes so that the return on investment and cost of each transformation process is permitted by the estimated future capital receives bysupply chain entities 120. - At
activity 322, a final roadmap is generated byretail process manager 110 and communicated tosupply chain entities 120. Atactivity 324,supply chain entities 120 perform the transformation processes according to the final roadmap and transforms into an omni-channel retailer and the process ends. Each of the activities outline above in connection withFIG. 3 will now be discussed in further detail, according to one or more embodiments. - Returning to
activity 302,retail process manager 110 receives one or more key performance indicators ofsupply chain entities 120 to be processed byretail process manager 110. For example,supply chain entities 120 may choose one or more key performance indicators that are indicative of an omni-channel retailer and communicate those key performance indicators toretail process manager 110 for processing, according to themethod 300. According to some embodiments, an omni-channel retailer comprises key performance indicators according to at least five KPI areas, hereinafter referred to as competencies: brand excellence, customer centricity, supply chain focus, accelerated technology, and organization alignment. According to some embodiments, competencies include internal and external collaboration and one or more additional competencies. As an example only and not by way of limitation, key performance indicator competencies ofsupply chain entities 120 may include reduced out of stocks in stores or fulfillment centers, reduction of effort to complete key tasks (common in a retailer having people working channel-by-channel rather than across channels), increased visibility of products acrosssupply chain entities 120 and the like. In addition, or as an alternative, examples of functional competencies are shown and described in further detail inFIG. 5 and comprise level-one process markers:strategic plan 512 a,operational planning 512 b,lifecycle management 512 c, andcustomer engagement 512 d. Brand excellence of an omni-channel retailer may be characterized by the following characteristics: a transition from “consumers interacting with the channel” to “consumers interacting with the brand;” the “new loyalty” is to the brand experience, no longer to the retailer; universal “palate” of brand values rigorously applied; services available on-line replicated in store and vice versa; the extended-aisle concept to increase range breadth and depth; non-selling services provided also reflect Brand Values (E.g. “in Store Packaging” for home delivery); “channel competition” must end—all channels exist for the consumer, with no channel more important than the other; elimination of channel in the organizational hierarchy; and people/activities in one channel are pro-actively advocating for the other(s). - Consumer centricity of an omni-channel retailer may be characterized by the following characteristics: customer “credentials” are common irrespective of channel shopped; loyalty is rewarded; special offers bespoke to that customer; recognition of a customer's different buying behaviours based on product and mode; a single, preferred default method of payment but simple to change; and diverse delivery mechanisms with point of purchase selection (e.g. click and collect, buy in store, but deliver to home).
- Supply chain focus of an omni-channel retailer may be characterized by the following characteristics: the consumer is the end of the supply chain; the store is an integral element of the supply chain, not the end; direct orders are intuitively fulfilled from the inventory location most able to profitably draw down the inventory while maintaining service; supply chain segmentation provides flexible fulfillment options, and enables retailers to profitably promise goods to the consumer; built-in flexibility to adapt and alter distribution at critical points in the chain in real time; inventory is managed collaboratively with suppliers to improve fulfilment; supply chains have full visibility to retailer & supplier; and distribution, fulfilment and transportation assets are proactively managed in anticipation of the channel and delivery method.
- Accelerated technology of an omni-channel retailer may be characterized by the following characteristics: big Data synthesized to usable predictive analytics—customer by channel by product by date; real-time awareness of customer touch-points, with ability to react to every interaction with all-channel history; use of RFID, QR, near field communication (NFC), facial recognition, and other technologies—working together—to track behaviour; social media used as a tracking method as well as a marketing tool; advanced business intelligence to understand consumers' absolute need and their “parameters of flexibility” (trade-offs she is prepared to make) on each occasion that she makes a purchase; and customer demand forecasting to predict consumer need, and proactively recommend best channel to fulfil.
- Organization alignment of an omni-channel retailer may be characterized by the following characteristics: if there are multiple buying, sourcing, logistics and procurement teams across channels they will be consolidated into one; store staff become part of the supply network; employees are cross-functionally-oriented and aligned with the supply chain; compensation is based on cross-function and cross-channel overall performance; rewards based on any sale from any channel; central office is aligned for brand management, with channel execution (marketing, advertising, presentation) integrated in with buying; and traditional location planners become “customer segment planners” with channel plans based on forecasted consumer/timing preferences.
- In one embodiment, each competency may be understood as comprising at least four maturity levels: innocence, understanding, competence, and excellence, ranked from least correlation of
supply chain entities 120 to an omni-channel retailer to the highest correlation. In an embodiment, this may be termed a maturity scale. According to some embodiments, each of the maturity levels innocence, understanding, competence, and excellence correlate to a numerical score, for example, 1, 2, 3, and 4, respectively. Although the maturity levels are shown and described as comprising innocence, understanding, competence, and excellence and the maturity scale is described as comprising a numerical score of 1-4, embodiments contemplate any type or number of maturity levels and any type of scale associated with the numerical scale, according to particular needs. - In one embodiments, the maturity scale can be understood according to the qualifications of each of the maturity levels for each of the competencies according to the following TABLES 1-5.
-
TABLE 1 KPI Area Innocence Understanding Competence Excellence Brand Channels are silo'd Key brand features Brand values are A virtue is made Excellence and function are common common across of multi-channel independently across channels all channels presence Localized brand Some elements of Pricing and Recognition that experience by the assortment are promotions are the customer channel common in each common across interacts with the Price specific to channel- all channels brand not the channel “core/extra” Activities channel Independent offers Channel specific encourage Single, centralized by channel campaigns and interaction view of the Assortment advertising between channels customer and her dedicated to each Customer is Assortment is behaviors channel recognized in each represented across “Do anything Brand values are channel but no all channels anywhere” is a specific to the synergy Markdowns still part of the brand channel Product lifecycles used to reduce experience Financial reporting are non-aligned by inventory at the Pricing and by channel is channel expense of brand promotions are independent integrity targeted at the shopper to enhance the brand Brand experience extends beyond point of purchase -
TABLE 2 KPI Area Innocence Understanding Competence Excellence Customer One-off Customer is Customer is Single view of the Centricity transactional registered or recognized in all customer relationship with recognized across channels Buying behavior customer channels Purchase behavior by mode and Customer Purchase history is understood channel is registered with is understood within the channel understood and Individual channel across all Activities in one differentiated No passing of channels channel drive Data drawn from customer data Customer interaction with all channels between channels behavior is regard alternative influences Entirely localized as common across channels customer specific picture of the all channels Loyalty is offers customer Some effort to rewarded, usually Loyalty/reward is encourage cross with coupons, etc. specific to channel purchases customer “Behavior forecasting” to connect and serve customers where they are physically but also where they might be virtually -
TABLE 3 KPI Area Innocence Understanding Competence Excellence Supply Chain Product for each Differentiated Single stock pool Supply chain a Focus channel is ordered networks for model allows for differentiator and serviced as meeting demand to be met Provides near separate entity alternative from any stock instantaneous Network is channel location fulfillment; specific to a requirements Suppliers reliable and channel Trade-offs integrated to responsive to Inventory is between distribution and different dedicated to a distribution returns pool requirements channel models Returned stock Store is part of the Stores regarded as understood immediately supply chain, not the end of the Brand service available to end of the supply supply chain values reflected in promise chain Availability some aspects of Customer Delivery service measured by the supply chain dedicated services reflects the brand day performance at point of values (eg, liveried Suppliers not Cross-channel delivery cans, smart integrated to the returns drivers, in home supply chain mechanisms in services) Rudimentary place and with returns inter store and mechanism with channel transfers slow return to facilitated by stock exception Distribution performance not regarded as part of the brand values -
TABLE 4 KPI Area Innocence Understanding Competence Excellence Accelerated Channel specific Collection of A single point of Real-time Technology platforms customer client data and engagement with Transactional transaction data access across all consumers via systems with by channel channels their mobile minimal customer Some analysis to Multiple payment technology data collections support business choices supported Insight into what No analysis of execution but with cross channel customers are customer little customer loyalty doing online in spending/buying insight Organize, your store habits Some attempt to automates and Customer Website integrate/coalesce synchronize specific offers presentation channel specific business processes and services compromised by information Interprets the based on non mobile specific needs of consumer insight capabilities such an individual by and personal as flash combining profitability Channels information from All current and supported by difference future mobile independent purchase channels technologies platforms supported Instantaneous response and real time information available to any channel -
TABLE 5 KPI Area Innocence Understanding Competence Excellence Organization Independent All-channel buying Performance Compensation for Alignment organizations by and planning-silo objectives members of all channel elimination within represent cross- channels aligned Performance goals merchandising channel success to total success are separated by Stores resources Organization of channel with no are aligned as buying silos into overall objectives “Customer category-centric Advertising and Facing” and “hives” all marketing are “Service engaged to separated and Providers” support offers of centralized Elimination of product to May have a “Chief separate “eCom” customer Direct Officer” to buying/marketing Marketing, manage direct group- pricing, promotion business integration in to groups combines independently of all-channel and split into store business merchandising category Merchants are management separated along teams product lines Store operations separate from merchandising and marketing - According to some embodiments, after the key performance measures are received by
retail process manager 110,retail process manager 110 assesses one or more process markers according to the maturity levels of the competencies. -
FIG. 4 illustrates a retailprocess methodology hierarchy 400 as implemented byretail process manager 110. As illustrated, retailprocess methodology hierarchy 400 comprises four analysis levels 402-408 that determine the maturity level of each of five high-level process markers 410 a-410 n ofsupply chain entities 120. Although retailprocess methodology hierarchy 400 is depicted including four analysis levels 402-408, embodiments contemplate any number of analysis levels 402-408, according to particular needs. - As an example only and not by way of limitation, the hierarchy of
process markers 400 comprises four analysis levels: level-zero 402, level-one 404, level-two 406, and level-three 408. According to some embodiments, level-zero 402 comprises one or more high-level process markers 410 a-410 n. Each high-level process markers 410 a-410 n may be associated with one or more high-level business organizational characteristics. Although, five high-level process markers 410 a-410 n are shown and described, embodiments contemplate any number of high-level process markers 410 a-410 n, according to particular needs. Each of the high-level process markers 410 a-410 n may comprise one or more level-one process markers 412 a-412 n at level-one 404. Each of the level-one process markers 412 a-412 n may be associated with one or more maturity mapping levels or a level-one business characteristic. Although four level-one process markers 412 a-412 n are shown and described, embodiments contemplate any number of level-one process markers 412 a-412 n, according to particular needs. - In addition, or as an alternative, each of the level-one process markers 412 a-412 n may comprise one or more level-two process markers 414 a-414 n at level-two 406. Each of the level-two process markers 414 a-414 n may be associated with one or more maturity mapping inquiries, software functionalities or modules, or a level-two business characteristic. Although four level-two process markers 414 a-414 n are shown and described, embodiments contemplate any number of level-two process markers 414 a-414 n, according to particular needs.
- In addition, each of the level-two process markers 414 a-414 n may comprise one or more level-three process markers 416 a-416 n at level-three 408. Each of the level-three process markers 416 a-416 n may be associated with one or more change management high-level assessment plans or a level-three business characteristic. Although three level-three process markers 416 a-416 n are shown and described, embodiments contemplate any number of level-three process markers 416 a-416 n, according to particular needs.
- By way of example only and not by way of limitation, an example is now given. In the following example and referring to
FIG. 5 , retailprocess methodology hierarchy 400 comprises five level-zero 402 high-level process markers: plan 410 a,source 510 b, buy 510 c,ship 510 d, and sell 510 e. According to the illustrated embodiment, plan 510 a, in turn, comprises four level-one process markers:strategic plan 512 a,operational planning 512 b,lifecycle management 512 c, andcustomer engagement 512 d. Although not illustrated inFIG. 5 ,source 510 b may comprise one or more of the following level-one process markers: concepts and product design, product specification, manage materials, source products, manage and samples quantity, and procurement. - Buy 510 c may comprise one or more of the following level-one process markers: assortment review, negotiate, and ordering.
Ship 510 d may comprise one or more of the following level-one process markers: allocation, fulfillment/replenishment, warehouse/DC operations, and optimization. Sell 510 e may comprise one or more of the following level-one process markers: customer relationships, store presentation, pricing and localization, and store operations. Additional high-level markers and various other business objectives and markers may be implemented intohierarchy 300 according to particular needs. - At the next level of
hierarchy 400,strategic plan 512 a ofplan 510 a comprises four level-two process markers:customer strategy 514 a, selling andchannel strategy 514 b, sourcing andsupply chain strategy 514 c, and brand, product, andassortment strategy 514 d.Operational plan 512 b comprises level-two process markers: financial plan 514 e,macro space plan 514 f,merchandise plan 514 g,key item plan 514 h, channel plan 514 i, store operations plan 514 j, range planning 514 k,location clustering 5141, andsupply chain plan 514 m. According to some embodiments,lifecycle management 512 c andcustomer engagement 512 d comprise level-two process markers 514 n-514 r and 514 s-514 v, respectively, but specific examples are omitted for clarity. - Based on retail
process methodology hierarchy 400,assessment module 238 ofretail process manager 110 performs an assessment by assigning a maturity level to each competency for each level-two process markers 412 a-412 n. For example,assessment module 238 may assign one or more of innocence, understanding, competence, or excellence to each level-two process markers 412 a-412 n, according to a response to an inquiry. - In addition, the exemplary maturity levels comprise discrete identifiable maturity levels indicating one or more qualities possessed by
supply chain entities 120 in regard to that specific aspect. In addition, or as an alternative, the standard maturity levels comprise a spectrum that indicates a relative maturity level indicating a maturity more or less than one or more standards. - According to some embodiments,
retail process manager 110 assesses one or more process markers according to one or more competencies and/or KPIs. As an example only and not by way of limitation,retail process manager 110 generates an inquiry tosupply chain entities 120 that comprises a request for a KPI or competency. According to a request for a KPI,retail process manager 110 assesses one or more KPIs and generates a maturity level usingassessment module 238 ofserver 210 based on the value of the accessed KPI. According to a request for a competency,assessment module 238 generates one or more questions, andretail process manager 110 analyses the answers to those questions to determine the maturity level ofsupply chain entities 120 according to one or more process markers, such as, for example, level-two process markers 414 a-414 n. - According to some embodiments, the assessment comprises one or more questionnaires that are administered by one or more users, wherein the answers to the questionnaires are received by the
retail process manager 110. As an example only and not by way of limitation, exemplary questionnaires related to each of the high-level, level-one, and level-two process markers are presented in TABLE 6. -
TABLE 6 Level Description Level-one Amount of time and resources to achieve level-one process markers Is the level-one process marker a driving factor throughout the entire one or more supply chain entities 120 Does the end of a merchandise season end with too much inventory at one or more supply chain entities 120 Do customer preferences effect inventory of one or more supply chain entities 120 Effects of merchandising and controlling the brand on design and development of one or more supply chain entities 120 Effects of the material used in the production of products at one or more supply chain entities 120 Steps taken in sourcing for procurement of products at one or more supply chain entities 120 Effects of meeting quality assurance requirements at one or more supply chain entities What are the requirements for the management of the one or more supply chain entities 120 Level-two During the strategic planning process, how does the customer enter into consideration Define the process to achieve each level-two process marker How is your understanding of the customer manifested in subsequent planning and execution activity within the one or more supply chain entities 120 How are new channels within the one or more supply chain entities 120 integrated into the strategic plans What portion of the merchandise do you own the entire supply chain process How is the development of new products integrated into the Strategic Planning How would you define the key objectives of the merchandise plan within the one or more supply chain entities 120 How do you execute organizing the channels of distribution within the one or more supply chain entities 120 - In one embodiment,
retail process manager 110 comprisesuser interface 244 that populates questions fromassessment module 238 related to one or more high-level process markers and receives the answer to the questions directly throughuser interface 244. In another embodiment,retail process manager 110 uses the answers to the questions to generate a score forsupply chain entities 120 usingscoring module 232. In one embodiment, scoringmodule 232 ranks answers to the questions using one or more statistical processes and weighting factors. In another embodiment, scoringmodule 232 uses the score directly to generate a maturity level, or compare the score to one or more maturity level standards to indicate the maturity level by a comparison with the standards. The battery assessment, answers to the questions, and score are stored in the database coupled with theretail process manager 110 asassessment data 260,maturity data 266, and scoredata 272, respectively. As discussed above,maturity data 266 is used by theretail process manager 110 to generatematurity map 900. -
FIG. 6 illustrates several features of graphical user interface (GUI) 600 that may be present in one or more combinations, according to particular needs. In one embodiment,GUI 600 is generated byuser interface 244 and comprises one or more assessment questions 602 (identified by a question identification 604), one or more maturity level selection boxes 606 a-606 f, navigation buttons 608 a-608 f, and process marker hierarchy identification boxes 610-614. The one ormore assessment questions 602 comprisequestion identification 604 and the text of theassessment question 602. For example, inFIG. 6 , the question identification number question identification is 338, and the text of the assessment question is “What is the process that you go through?” - In response to
assessment question 602,retail process manager 110 identifies or receives input in one or more maturity level selection boxes 606 a-606 f according to one or more maturity level selections 616 a-616 d. According to some embodiments, maturity level selection boxes 606 a-606 f comprise a maturity spectrum box on which a maturity level regarding theassessment question 602 is indicated byretail process manager 110.FIG. 6 illustrates six exemplary competencies: brand excellence, consumer centricity, supply chain focus, organizational alignment, enabled technology, and collaboration (internal/external)) for which one of four maturity levels (innocent (I) 616 a, understanding (U) 616 b, competence (C) 616 c, and excellence (E) 616 d) may be indicated byretail process manager 110. Embodiments contemplate any number of maturity levels 616 a-616 d. In addition, or as an alternative, a maturity level slider that indicates on a spectrum a precise, relative, or approximate maturity level. - Process marker hierarchy identification boxes 610-614 identify the place in the
hierarchy 400 to whichassessment question 602 relates. According to some embodiments, hierarchy identification boxes 610-614 identify the level-zero process marker 410 a-410 n in a level-zeroidentification box 610, the level-one process marker 412 a-412 n in a level-oneidentification box 612, and the level-two process marker 414 a-414 n in a level-twoidentification box 614 most closely related to theassessment question 602 currently displayed. For example,assessment question 602 presented inFIG. 6 corresponds to plan 510 a,operational plan 512 b, and financial plan 514 e. - Navigation buttons 608 a-608 f on
GUI 600 enable a navigation betweendifferent questions 602 inhierarchy 400 and in and out ofGUI 600 to one or more separate modules. In some embodiments,assessment question 602 may comprise one of approximately 2,500 separate questions, the answers to which identify maturity in each competency 606 a-606 f, as described in more detail below. According to some embodiments, after a determination according to each competency 606 a-606 f, scoringmodule 232 generates a score based on the selected maturity level 616 a-616 d. -
FIG. 7 illustrates acurrent state report 700 generated byuser interface 244 according to a received maturity level 616 a-616 d. According to some embodiments,current state report 700 comprises one ormore competencies 704 sorted according to level-two process markers 414 a-414 n and score 708 associated with eachcompetency 704 and maturity level 706 a-706 d. Level-two process markers 414 a-414 n may be sorted according tohierarchy 400 and each of the process markers may be identified by level descriptions 710-714 and ID's 716-720. - For example, for the level-two process markers 414 a-414
n customer strategy 514 a, thecurrent state report 700 identifies the level-zero process marker 410 a-410 n asplan 510 a and the level-one process marker 412 a-412 n asstrategic plan 512 a. Forcustomer strategy 514 a, a score is shown for each of the sixcompetencies 704 evaluated inFIG. 6 and categorized according to the maturity levels 706 a-706 d. As an example only and not by way of limitation, for the competency Brand Excellence (BE) the score for innocence is 12, the score for understanding is 5, the score for competence is 5, and the score for excellence is 5. Each of theother competencies 704 are associated with scores for each of the maturity levels 706 a-706 d, wherein CC represents consumer centricity, CO represents collaboration, ET represents enabled technology, OA represents organizational alignment, and SC represents supply chain focus. Although particular competencies are shown and described, embodiments contemplate any competency according to particular needs. - According to some embodiments,
scores 708 associated with eachcompetency 704 and maturity level 706 a-706 d are generated by aggregating the responses to eachassessment question 602 from one or more inquiries. For example, according to some embodiments, assessment questions 602 are generated multiple times and evaluated against different areas ofsupply chain entities 120, such as for example, different employees, different working groups, different divisions, or the like. According to some embodiments, each level-two process marker 414 a-414 n is associated with multiple questions, and the response to the multiple questions associated with a single level-two process marker 414 a-414 n are aggregated intoscores 708. According to the example, provided inFIG. 7 ,customer strategy 514 a was evaluated 27 times, and each of the responses to thequestions 602 relating tocustomer strategy 514 a are recorded. - Next, each of the four maturity level scores 708 are totaled for the process markers of level-two 406, level-
one 404, and level-zero 402. Although only a single level-two 406, level-one 404, and level-zero 402 process markers are shown and described, embodiments contemplatecurrent state report 700 generates a subtotal across one or more or all of assessed process markers. - After scoring
module 232 generates a score for the evaluated process markers, scoringmodule 232 generates a total score and percentage which may be used to generate a maturity level associated with each of level-zero 402, level-one 404, and level-two 406 ofhierarchy 400. -
FIG. 8 illustrates anexemplary rating report 800 generated byuser interface 244. According to some embodiments,rating report 800 comprises arating score 802, amaximum score 804, andpercentage score 806 for one or more process markers at level-zero 402, level-one 404, and/or level-two 406.Rating score 802,maximum score 804, andpercentage score 806 are generated by scoringmodule 232 according to one or more exemplary scoring methods described above. According to the illustrated example,rating score 802 comprises the sum of subtotals for each maturity level 706 a-706 d where the subtotal for understanding 706 b is multiplied by two, the subtotal forcompetence 706 c is multiplied by three, and the subtotal forexcellence 706 d is multiplied by four. For example,rating score 802 is calculated according to: 12+59*2+59*3+32*4=435. According to the same embodiment,maximum score 804 is calculated by determining the maximum total points possible for the evaluation, in this case, where all selected maturity levels for each competence was excellence. Therefore,maximum score 804 is calculated according to: 27*4*6=648.Percentage score 806 is then generated by dividing therating score 802 bymaximum score 804. According to the illustrated embodiment,percentage score 806 is calculated according to 435/648=67.1%. - According to embodiments,
rating score 802,maximum score 804, andpercentage score 806 are calculated for the process markers of level-two 406, level-one 404, and level-zero 402. Although only a single level-two 406, level-one 404, and level-zero 402 process markers are shown and described, embodiments contemplaterating report 800 to generaterating scores 802,maximum scores 804, andpercentage scores 806, across one or more or all of assessed process markers. - According to some embodiments, one or more scores are assigned weights according to the level-two process marker with which they are associated. As an example only and not by way of limitation,
operational plan 512 b comprises several level-two process markers 514 e-514 m as described above. Scores which are generated based on these level-two process markers may be weighted according to the importance of the level-two process marker for an omni-channel retailer. For example, financial plan 514 e is critical to an omni-channel retailer, so the score associated with financial plan 514 e is accorded a higher weight, for example 25%, than according to other level-twoprocess markers 514 f-514 m ofoperational plan 512 b. Continuing with the example, macrospace plan 514 is less important so it will be accorded a lower weight, for example 5%, than financial plan 514 e. - In addition, or as an alternative, after
percentage score 806 or weighted score is calculated,mapping module 246 ofretail process manager 110 generates amaturity map 900 according to one or more of the assessed process markers based, at least in part, onpercentage score 806 or weighted score. According to an embodiment, a score of 0%-25% may be considered innocent, a score of 26%-55% may be considered understanding, a score of 56% to 85% may be considered competence, and a score greater than 85% may be considered excellent. Although a particular score is described as being associated with a maturity level, embodiments contemplate any score or range of scores being associated with a maturity level. -
FIG. 9 illustrates anexemplary maturity map 900 generated bymapping module 246 ofretail process manager 110. According to an embodiment,maturity map 900 comprises maturity levels 706 a-706 d charted for one ormore competencies 704. According to some embodiments, chartedcompetencies 704 comprisebrand excellence 902,consumer centricity 904,supply chain focus 906, acceleratedtechnology 908, and/ororganization alignment 910. Each charted competency 902-910 comprises an initial maturity level 912 a-912 e and a final maturity level 914 a-914 e. An initial maturity level 912 a-912 e may comprise the maturity level determined according to thepercentage score 806. The final maturity level 914 a-914 e may comprise a preselected maturity level received fromsupply chain entities 120 or may comprise a highest-rated maturity, for example, a maturity ofexcellence 706 d. The difference between an initial maturity level 912 a-912 e and a final maturity level 914 a-914 e is termed a maturity gap 916 a-916 e. The maturity gap 916 a-916 e comprises the distance thatsupply chain entities 120 must cover to transition to an omni-channel retailer for the associatedcompetency 704. - Although
maturity map 900 is illustrated as comprising one ormore competencies 704 charted for one or more maturity levels 706 a-706 d, embodiment contemplatematurity map 900 comprising one or more assessed process markers, such as level-zero 402, level-one 404, and level-two 406 process markers charted for one or more maturity levels 706 a-706 d and/orcompetencies 704, according to particular needs. - After a maturity gap 916 a-916 e is determined, charting
module 236 identifiestransition projects 1002 a-1002 q, which, when performed bysupply chain entities 120 transitionssupply chain entities 120 to an omni-channel retailer, according to one ormore competencies 704. -
FIG. 10 illustrates anexemplary bubble chart 1000 that presents a listing ofpotential transition projects 1002 a-1002 q based, at least in part, on maturity gaps 916 a-916 e inmaturity map 900.Transition projects 1002 a-1002 q may be rated or scored according to one or more metrics such as return on investment, project complexity, value, initial cost, amount of organizational rearrangement, number of resources utilized, amount of time to complete the project, and the like. According to one embodiment,transition projects 1002 a-1002 q are rated by one or more ofcomplexity 1004,value 1006,resource need 1008, and/ororganizational change impact 1010. According to some embodiments,complexity 1004 is represented by the x-axis and comprises, for example, the time to complete thetransition projects 1002 a-1002 q, the number of different client teams needed to complete thetransition projects 1002 a-1002 q and the amount of resources needed to complete thetransition projects 1002 a-1002 q. - According to other embodiments,
value 1006 is represented by the y-axis and comprises a return on investment, including for example, an improvement in the competency, and the ability to meet the key performance indicators better, faster, and/or more efficiently, for thetransition projects 1002 a-1002 q. In addition, or as an alternative, resource need 1008 is represented by the size of the bubbles inbubble chart 1000 and represents the amount of resources, numerical commitment and the percentage of commitment. In addition,organization change impact 1010 is represented by the color of the bubbles inbubble chart 1000 and represents the amount of change of different roles in the organization (i.e., creation of new roles or the elimination/revision of existing roles) and relates to one or more change management high-level assessment plans. - According to an embodiment,
transition project 1002 a corresponds to atransition project 1002 a with a low project complexity, ahigh value 1006, a medium amount ofresource need 1008, and ahigh organization impact 1010. Therefore, 1002 a is likely to be selected as a potential transition project to overcome one or more maturity gaps 916 a-916 e. As another example,project 1002 q is unlikely to be selected as a potential transition project to overcome one or more maturity gaps 916 a-916 e because it has ahigh project complexity 1004, amedium value 1006,medium resource need 1008, and a loworganization change impact 1010. Although according to the examples, 1002 a is likely to be selected and 1002 q is unlikely to be selected as atransition project 1002 a-1002 q to overcome a maturity gap 916 a-916 e, eachtransition project 1002 a-1002 q may be chosen based on various parameters according to particular needs. - Furthermore, in one embodiment, one or
more transition projects 1002 a-1002 q must be implement before anothertransition project 1002 a-1002 q is implemented. For example, a financial plan would be required to be implemented prior to the start of a performance dashboard, such that, the financial plan can be measured in the dashboard. - According to other embodiments,
bubble chart 1000 indicates a relationship betweentransition projects 1002 a-1002 q to indicate a dependent or other relationship indicating that onetransition project 1002 a-1002 q must be selected or completed to perform anothertransition project 1002 a-1002 q. In addition, or as an alternative, aftertransition projects 1002 a-1002 q are identified that correspond to maturity gaps 916 a-916 e,mapping module 246 ofretail process manager 110 generatesroadmap 1100 and stores theroadmap 1100 inroadmap data 270, as discussed in more detail below. -
FIG. 11 illustrates an exemplary high-level roadmap 1100 generated bymapping module 246. According to some embodiments, high-level roadmap 1100 comprisestransition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j scheduled according to one or more time periods 1102, such as, for example, monthly, quarterly, and/or annually. In addition,transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j comprise a transition project 1020 a-1020 q or a portion of a transition project 1020 a-1020 q. For example, one or more transition project 1020 a-1020 q identified by chartingmodule 236 may comprise one ormore transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that when performed in one or more permutations close a maturity gap 916 a-916 e identified inmaturity map 900. - According to an embodiment,
mapping module 246 ofretail process manager 110 determines a cost and return on investment associated with one or more potential transition projects 1020 a-1020 q and determines a capital outlay forsupply chain entities 120.Retail process manager 110 generates or receivescapital outlay data 276 and generates growth charts, for example by usingcharting module 236 ofserver 110.Capital outlay data 276 may be stored indatabase 220 and growth charts may identify or illustrate outlays of capital to support corporate planning. - Based on this determination,
mapping module 246 communicates withscheduler 240 to generateroadmap 1100 ofpotential transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that may be performed according to a timeline based on cost, return on investment, and capital outlays. For example, one or more projects may have a cost higher than the expected capital outlay for a first quarter. According to this example,planner 242 would move the project to a later quarter when the capital outlay was high enough to permitsupply chain entities 120 to perform the project. According to some embodiments,transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j with a high return on investment and a low cost may be moved to an earlier time period 1102 in theroadmap 1100 in order to generate higher revenue for the one or moresupply chain entities 120. - According to some embodiments,
roadmap 1100 comprises an arrow that represents eachtransition activity 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j wherein the length of the arrow indicates a time period over which thetransition activity 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j is performed bysupply chain entities 120. For example, the beginning of an arrow may indicate the starting time of thetransition activity 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j and the end of the arrow may indicate the ending time of thetransition activity 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j. According to some embodiments,transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j are grouped according to complementary transition processes 1020 a-1020 q that feed from one into another, such that there may be overlapping transition processes 1020 a-1020 q in the same category that may need to be performed simultaneously. Embodiments contemplatetransition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that may be categorized into more than one category orantecedent activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that need to be performed in one category so that a process in a separate category can be performed afterward. Furthermore, the roadmap may identify start and stop dates of key initiatives and projects. Theroadmap 1100 preferably identifies a duration, such as, for example, three to five years, depending on the complexity of the transformation or the size of the maturity gap. Furthermore, the roadmap may depict key initiatives and/or projects categorized by retail process methodology process markers, by competencies, or by impact to people, process, solutions, and/or technology. - According to some embodiments, one or more transition projects 1020 a-1020 q comprise one or
more transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that are the same for the one or more transition projects 1020 a-1020 q. According to these embodiments,transition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j may be scheduled on roadmap so thattransition activities 1110 a-1110 m, 1120 a-1120 i, 1130 a-1130 i, 1140 a-1140 k, and 1150 a-1150 j that more than one transition projects 1020 a-1020 q have in common are scheduled at an earlier time period 1102. -
FIG. 12 illustrates a secondexemplary roadmap 1200 which categorizes one or more second transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c, according topeople 1202 a,process 1202 b,solutions 1202 c, andtechnology 1202 d. Although not shown, embodiments contemplate aroadmap 1200 that identifies which transition activities transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c must be performed prior to subsequent transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c and generates aroadmap 1200 where antecedent transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c are placed at an earlier time period than later transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c. In addition,roadmap 1200 may indicate a ranking of transition activities 1210 a-1210 c, 1220 a-1220 c, 1230 a-1230 e, and 1240 a-1240 c, each of which may eliminate a maturity gap 916 a-916 e or a portion of a maturity gap 916 a-916 e, and/or ranked according to, for example, return on investment, capital outlay, time involved, complexity, or the like. - Reference in the foregoing specification to “one embodiment”, “an embodiment”, or “some embodiments” means that a particular feature, structure, or characteristic described in connection with the embodiment is included in at least one embodiment of the invention. The appearances of the phrase “in one embodiment” in various places in the specification are not necessarily all referring to the same embodiment.
- While the exemplary embodiments have been shown and described, it will be understood that various changes and modifications to the foregoing embodiments may become apparent to those skilled in the art without departing from the spirit and scope of the present invention.
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