Merchandising and Analytics Insights

Merchandising & Retail Insights
Delivering the Foundation for Retail Growth

with the Intelligence to make Smarter Decisions
Lara Livgard, Senior Director, Merchandising & Enterprise

Carla Anderson, Senior Director, Merchandising
Mark Lawrence, Solution Director, Analytics, LP & Enterprise
April 2016
Copyright 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Highly Restricted
Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.
Agenda
Merchandising and Retail Insights
Introduction / Kick-off
Recently Released Capabilities
Where We Are Headed

Questions / Wrap Up
Merchandising
Business Intelligence
Merchandising
General:
New Invoice Match User
Experience & Auto-match Engine
PO Induction and Maintenance

PO Configurable Approval Rules
VAT Enhancements
Allocation POV Dashboard
Manage Admin Data
Commerce Anywhere:
Xstore integration
Transaction Level
Promotions Enhancements
Mobility:
New Invoice Match Mobile App

Allocation & ReSA Mobile Apps
Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Highly Restricted
Retail Invoice Matching Transformation

U/I includes dashboard reports
with critical information and
in-context launching into the
solution
Configurable automated
match engine delivers higher
initial match rates
Automatic discrepancy
resolution promotes efficiency
and standardization
Reduces manual discrepancy
resolution time by 50%
Copyright
2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Highly Restricted
6
ReIM Mobile Workload Dashboard

Primarily aimed at Manager
Displays:
Invoices needing to be matched soon
Automatch Rate statistics
Top Invoices that need attention with
indicators of issues
Not designed to execute matching

from the Mobile device
Purchase Order Induction

Facilitates easier, quicker and more
accurate order creation
Records off invoice deals and
associated landed costs (duty,
freight, etc.)
Supports multiple delivery dates on
a master order
Simplifies mass order maintenance
Allows for creation of x-dock
allocations tied to orders
Introduction of Configurable PO
approval rules
GUI
EDI
Mobile
Vendor
Collaboration
Assortment
Planning
Merchandise
Operations
Micro-Apps
Spreadsheets
Decoupled VAT & More

Further centralize tax and add support for custom tax extensions
Move to more centralized processing for tax calculations from various transactions
Use a single structure for input and output parameters
Ability to have call look for custom calculations
Ability to more easily support future extensions of VAT functionality
Provide additional flexibility by VAT Region to designate processing rules for SVAT
Exempt used for US regions; will treat locations like SALES configuration
Custom used for VAT regions where special rules have been defined
No change for GTAX (Brazil) or SALES implementations
Intercompany Transfer VAT - Added
Manage Admin Data

New import/export capabilities which leverage a similar download and
upload process as is used in the ReSA Data Loading function
Simplify the setup/modification process for admin entities (80 APIs)
Examples:
Diff types and IDs
Channels
HTS
GL cross-reference
Inventory status types
10
Merchandising Integration with Xstore

Retail Merchandising
Solution
Hierarchies
Items
Item Attributes
Retail Sales Audit

Xstore
Point of Sale
POS Transactions:
Sales & Returns
Paid in/out
Voids
.
Retail Merchandising
Solution
Updates sales and
inventory position
Retail Price Management

Regular Price
Promotion Price
Clearance Price
11
Mobile Merchandising
Sales Audit, Invoice Matching and
Allocation apps
Solutions that enable managers to review

and act upon exceptions anytime and
anyplace
Key business metrics keep the business
focused on the most important and costly
problems
Included with solution license
Built with Oracle Mobile Application
Framework (MAF)
Responsive Design
Supports both iOS & Android
12
Comprehensive Library of Documentation

Merch Functional Library MOS ID: 1585843.1
Managing Multiple Company Operations
Replenishment Overview
Retail Trade Management
Allocation: 3 whitepapers available
Stock Ledger Overview
Item Induction Overview
Merchandising 24x7 Inventory Availability
PO Induction Overview
Franchise Management
Manage Admin Data Overview
Deals Overview
Induction and Admin Data Template

Management Overview
Stock Counts Overview

Catch Weight Overview
Global VAT and Tax Overview
13
Comprehensive Library: Other Useful Links

V14/14.1 Guide to Enablement (MOS ID: 1666259.1)
Enterprise and Solution level release view
Functional & Technical Transfer of Info (TOIs)
Upgrade Guide (MOS ID: 1619007.1 and MOS ID: 1595732.1)
Upgrade information & considerations

Upgrade whitepaper
Commerce Anywhere Whitepapers (MOS ID: 1598177.1)
Enterprise Level & Solution Level
Oracle Retail Reference Library (RRL)

14.x: MOS ID: 1617507.1
Oracle Retail Sales Audit Standalone

Implementation Guide
MOS ID: 2078322.1
Point of View: RMS Integration with Oracle
Retail Order Management System Cloud Service
and Oracle Retail Order Broker Cloud Service
MOS ID: 2088235.1
Point of View: Workflow between RPM and
Oracle Retail Customer Engagement
MOS ID: 2088226.1
15.x: MOS ID: 2097426.1
Merchandising ADF Customization Guide:
MOS ID: 2018356.1
14
Retail Reference Library v. 15 (MOS ID: 2097426.1)

Maximize Value from our Software: 680+ detailed processes
RETAIL REFERENCE MODEL
Comprehensive collection of
established business processes
RETAIL REFERENCE ARCHITECTURE
Technical blueprint for the business

process and applications
RETAIL SEMANTIC GLOSSARY
Alignment of terminology and

KPIs
Copyright 2015 Oracle and/or its affiliates. All rights reserved. |
Where We Are Headed
16
Merchandising Investment Roadmap

v15
Further Commerce Anywhere Enablement
Enhanced Mobile support
New Role-based dashboards with
embedded BI
Enhanced Invoice Match user experience
Enhanced Purchase Order Integration
Enablement
Enhanced Integration support
Additional globalization support
Oracle Technology Enhancements
12 Month Candidates
18+ Month Investment Candidates

embedded BI
Enhanced Merchandising and Trade
Management user experience

embedded BI
Enhanced Price Management User
experience
Further support for alternative business
models
SaaS Merchandising Option
17
Oracle Retail Insights

Subtitle
Mark Lawrence
Solutions Director, LP & Enterprise
Retail Global Business Unit
What Is Oracle Retail Insights?

Oracle Retail Insights is a
comprehensive collection of analytical
solutions that are based on a common
information model yet are offered as
pluggable modules. They deliver
powerful, flexible, mobile-enabled
solutions for retailers who want to
leverage data-driven, cross-channel
insights powered by Oracle Retail
Science to optimize business decisions.
Any number of Oracle Retail Insights solutions can be combined to support each
retailers unique needs, roles, processes, and data footprints - whether they be
narrow, broad, or somewhere in-between.
19

Breadth & Depth
WHOLESALE
INVENTORY
SUPPLIER
PLANNING &
FORECASTING
SALES/COST/
PROFIT/GL
COMMERCE
ANYWHERE
PRICING &
PROMOTION
CUSTOMER &
CONSUMER
MARKET
BASKET
STORE
CLUSTERS
16
10
33
26
13
36
10
22
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
Reports &
Dashboards
27
261
24
171
364
31
15
189
13
Attributes
Attributes
Attributes
Attributes
Attributes
Attributes
Attributes
Attributes
Attributes
Attributes
386
24
119 1017 337
244
53
22
14
Metrics
Metrics
Metrics
Metrics
Metrics
Metrics
Metrics
Metrics
Metrics
Metrics
20
Why Insights?
Its all about converting DATA into INSIGHTS to drive ACTION
In
Invoice
DATA ACQUISITION
ETL, data modeling,
data aggregation,
Dm
Demand
data management,
data quality
Su
Supplier
Ar
Adjustment
Reasons
Sl
Stock Ledger
Ia
Inventory
Adjustment
Ir
Inventory
Receipts
It
Inventory
Transfer
Sp
Season Phase
Rv
Return to
Vendor
Np
Net Profit
Pt
Payment
Wh
Wholesale
Sc
Supplier
Compliance
Pc
Pricing
Ip
Inventory
Position
Fr
Franchise
Or
Organization
Nc
Net Cost
Fl
Fulfillment
DATA
INSIGHTS
Dc
Demand
Channel
Pm
Promotion
Fc
Fulfillment
Channel
Sf
Sales Forecast
Em
Employee
Rt
Retail Type
Uc
Unit Cost
Pl
Promotional
Baseline
Tr
Trial & Repeat
Pr
Promotion
Mi
Market Item
Ms
Market Spend
Ls
Loyalty Score
Cs
Customer
Segment
Co
Consumer
Ct
Consumer
Segment
Hh
Household
Cm
Cat Man
Group
Ta
Trade Area
Pb
Promotional
Budget
Mb
Ss
Cg
Similarity Score
Cluster Groups
Market Basket
Affinity
Cu
Customer
Td
Time of Day
Sm
Co
DATA DELIVERY
Pd
Sales
Customer
Product
Reports, dashboards,
analysis,
Promotionalerts,
Order
mobile, discovery, self-service
Pl
Plan
Sf
Sales Promo
Forecast
Ca
Calendar
ACTION
Copyright 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Restricted
21

Core Data Model Elements
Data Sources
Oracle Retail Merchandising System
Oracle Retail Sales Audit
Oracle Retail Invoice Matching
Oracle Retail Merchandise Financial Planning
Oracle Retail Price Management
Oracle Retail Advanced Science Engine
Oracle Retail Category Management
Other (Universal Adapter)
In
Invoice
Su
Supplier
Ar
Adjustment
Reasons
Sl
Stock Ledger
Ia
Inventory
Adjustment
Fr
Franchise
Or
Organization
Ir
Inventory
Receipts
It
Inventory
Transfer
Nc
Net Cost
Fl
Fulfillment
Dc
Demand
Channel
Sp
Season Phase
Rv
Return to
Vendor
Np
Net Profit
Pt
Payment
Pl
Plan
Fc
Fulfillment
Channel
Wh
Wholesale
Sc
Supplier
Compliance
Pc
Pricing
Ip
Inventory
Position
Sf
Sales Forecast
Em
Employee
Sf
Sales Promo
Forecast
Dm
Demand
Ss
Cg
Mb
Similarity
Score
Cluster
Groups
Market Basket
Affinity
Pl
Promotional
Baseline
Tr
Trial & Repeat
Pm
Promotion
Td
Time of Day
Cu
Customer
Pr
Promotion
Mi
Market Item
Ms
Market Spend
Sm
Sales
Promotion
Co
Customer
Order
Pd
Product
Ls
Loyalty Score
Cs
Customer
Segment
Co
Consumer
Ct
Consumer
Segment
Rt
Retail Type
Uc
Unit Cost
Ca
Calendar
Hh
Household
Cm
Cat Man
Group
Ta
Trade Area
Pb
Promotional
Budget
Copyright 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Restricted
22
Analytics (Retail Insights, Science)

Commerce Anywhere:
General:
New Customer Segmentation

Science
Merchandise Extraction Tool Kit for

the Cloud
Web Services Integration
Enhanced Retail Insights
Dashboards: Executive,
Buyer/Planner Dashboards
Enhanced Attribute Analytics
Copyright 2016, Oracle and/or its affiliates. All rights reserved. |
Oracle Confidential Highly Restricted
23
Perpetual license
A Modular Approach
Cloud subscription
Prerequisite
Science-Driven Actionable Insights
RMI
RCI
MBI
AC
CS
CDT/DT
ASO
Retail
Merchandising
Insights
Retail
Customer
Insights
Market Basket
Insights
Advanced
Clustering
Customer
Segmentation
(included
w/AC)
Customer
Decision
Trees/Demand
Transference
Assortment &
Space
Optimization
or
Outdoor
Enthusia
sts
Out
doo
r
Ves
ts
Marm
ot (6)
Weight In
: .19 su
la
te
d
(8
)
W
ei
gh
t:
.0
7
Patag
onia
(26)
Weight
: .45
Fle
ece
(9)
Wei
ght:
.15
The
North
Face
(8)
Weight
: .36
Soft
Shell
(9)
Weig
ht:
.23
Advanced Science Engine
Retail Insights Data Model
24
Market Basket Insights Cloud Service
Leverage the Benefits of Business Intelligence with Advanced Data Mining Driven
Science Insights to Drive Optimized Merchandising Decisions
Gain deep insights on customer behavior from transaction

level data mining
Market Basket Affinity Analysis identifies what products are
brought frequently together and by what Customer Segments
What products are most often bought together in high valued baskets?
Similarity Analytics provides rich insights on customer behavior

identifying what products are perceived to similar
New
Complimentary Products
What attributes drive customer purchases?
Are your high end customer segments loyal to a brand, or is it

the color or prints that drive their purchase?
Gain rich insights on promotion responsiveness and how it

differs by product, location and customer segments.
80%
65%
45%
30%
5%
Similar Products
60%
50%
20%
New
5%
25

Modularity, Incremental Value
For example
3% increase in sales from
improved merchandising,
pricing and inventory
decisions
2% increase in Gross Profit
from better merchandising,
pricing and inventory
decisions
2% increase in sales from improved

merchandising, pricing and
inventory decisions
1% increase in Gross Profit from
better assortments and Commerce
Anywhere fulfillment
MBI
Market Basket
Insights
AC
Advanced
Clustering
Marketer
Merchant
Advanced Science Engine
Step 2
RCI
Retail
Customer
Insights
Step 1
RMI
Step 3
2% increase in sales from

improved promotion
effectiveness, increased basket
sizes, and more localized
decisions
2% increase in Gross Profit from
more profitable promotions, more
profitable baskets, and more
localized decisions
Merchant
Marketer
Retail
Merchandising
Insights
Merchant
26
Where We Are Headed
27
Retail Insights Investment Roadmap

v15
Merchandise Extractor tool for RMS
Continued investment in prescriptive
dashboards and reports
Rich attribute based aggregation and
analytics
Science enhancements to showcase
product similarities and customer
switching behavior
RI integration approach enhancement to
simplify integration with non-RMS sources
Cloud efficiencies
12 Month Candidates
18+ Month Investment Candidates
Continued investment in prescriptive role

based dashboards and reports
Pricing Recommendations
integration
Cloud efficiencies
Planning Insights improved integration
with MFP
Clickstream and store traffic analyses
Planning Insights
Commerce Insights
Supply Chain Insights
Store Insights
28
29

Merchandising and Analytics Insights

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Merchandising & Retail Insights

Delivering the Foundation for Retail Growth

Lara Livgard, Senior Director, Merchandising & Enterprise

Safe Harbor Statement

Where We Are Headed

PO Induction and Maintenance

New Invoice Match Mobile App

Retail Invoice Matching Transformation

ReIM Mobile Workload Dashboard

Not designed to execute matching

Purchase Order Induction

Decoupled VAT & More

Intercompany Transfer VAT - Added

Manage Admin Data

Merchandising Integration with Xstore

Retail Sales Audit

Retail Price Management

Solutions that enable managers to review

Comprehensive Library of Documentation

Managing Multiple Company Operations

Retail Trade Management

Allocation: 3 whitepapers available

Stock Ledger Overview

Item Induction Overview

Merchandising 24x7 Inventory Availability

Manage Admin Data Overview

Induction and Admin Data Template

Stock Counts Overview

Global VAT and Tax Overview

Comprehensive Library: Other Useful Links

Upgrade information & considerations

Oracle Retail Reference Library (RRL)

Oracle Retail Sales Audit Standalone

15.x: MOS ID: 2097426.1

Merchandising ADF Customization Guide:

MOS ID: 2018356.1

Retail Reference Library v. 15 (MOS ID: 2097426.1)

RETAIL REFERENCE ARCHITECTURE

Technical blueprint for the business

RETAIL SEMANTIC GLOSSARY

Alignment of terminology and

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Where We Are Headed

Merchandising Investment Roadmap

18+ Month Investment Candidates

Further Commerce Anywhere Enablement

Further Commerce Anywhere Enablement

Oracle Retail Insights

What Is Oracle Retail Insights?

Oracle Retail Insights

119 1017 337

Its all about converting DATA into INSIGHTS to drive ACTION

Oracle Retail Insights

Analytics (Retail Insights, Science)

New Customer Segmentation

Merchandise Extraction Tool Kit for

Oracle Confidential Highly Restricted

Oracle Retail Insights

Science-Driven Actionable Insights

Advanced Science Engine

Retail Insights Data Model

Market Basket Insights Cloud Service

Gain deep insights on customer behavior from transaction

Similarity Analytics provides rich insights on customer behavior