JDA Allocation Self-Assessment

Identify the opportunities in your business

Fill out the form below to start your assessment

JDA has worked with over 6,000 companies worldwide and assembled what we believe are the best-in-class retail and supply chain capabilities. We invite you to complete a comprehensive and complimentary JDA Allocation Self- Assessment to benchmark your company against the very best. We think you will find this to be a valuable educational exercise that you can share with your colleagues.


Value Drivers




One Time Value

Inventory Reduction
(In Scope Inventory: $124,200,000)

(reduction of 1%)

(reduction of 2%)

(reduction of 3%)

Margin on Increase Revenue

Margin on Revenue Lift
(Based upon the provided 
GM rate of 29.38%)

(revenue lift of

(revenue lift of

(revenue lift of

Improve Margin Rate

Improve Margin Rate due to Less Markdowns
(Provided 14.7% of Sales at Markdown)

(improved by
20 bps)

(improved by
30 bps)

(improved by
40 bps)

Reduce Expenses

Inventory Carrying Costs
(Based upon 10% provided)




Merchandise Transfer Expense
(Provided $24,200,000)

of 6%)

of 9%)

of 12%)

Improve Efficiency

Allocator Efficiency








Recurring Annual Savings
(After full adoption)




One-Time Savings




Upon completion of the JDA Allocation Self-Assessment, you will receive a personalized report measuring your Allocation operations against best-in-class standards. Your value assessment will highlight areas for potential improvement in a multi-dimensional spider chart. Using your own financial metrics, we can compare your company to similarly sized companies in your industry and show you ways to gain competitive advantage and grow your market share. Your report will also include examples and results from numerous case studies, illustrating the benefits you can achieve through optimal retail allocation management.


Learn strategies for high impact improvements in each of the following areas, as well as how these functions are interrelated:

  • Needs Profiling
  • Product Optimization
  • Sizing & Pre-Packing
  • User Efficiencies

To complete the assessment, download a simple worksheet to collaborate with your colleagues and gather the required information. Then, follow the link to complete the answers. The self-assessment is a complimentary report with unique industry knowledge and insight. There is no fee for this service and no obligation.