JDA Planning & Assortment 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 Planning & Assortment Management 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.

JDA VALUE ASSESSMENT FOR PLANNING & ASSORTMENT

Value Drivers

Low

Medium

High

One Time Value

Inventory reduction

$3,726,000

$8,694,000

$12,420,000

Increase Revenue

Revenue Lift (Out of Stocks)

$10,898,251

$32,694,754

$54,491,256

Margin on Revenue Lift

$32,019

$96,057

$160,095

Revenue Lift on Accessory Sale

$4,359,3000

$13,077,901

$21,769,502

Margin on Revenue Lift for Accessory Sale

$12,808

$38,423

$64,038

Strategic Revenue Lift

$7,568,230

$22,704,690

$45,409,380

Margin on Strategic Revenue Lift

$22,235

$66,706

$133,413

Improve Margin Rate

Improve Margin Rate due to less markdown

$44,193

$143,419

$300,179

Reduce Expenses

Inventory Carrying Costs

$3,726

$8,694

$12,420

SG&A Expense

$605,458

$908,188

$1,513,646

Merchandise Transfer Expense

$2,904,000

$3,630,000

$4,356,000

 

 

 

 

Recurring Savings (1 year)

$3,324,440

$4,891,487

$6,539,791

Recurring Savings  (5 years)

$18,122,198

$24,457,434

$32,698,954

One-Time Savings

$3,726,000

$8,694,000

$12,420,000




Upon completion of the Self-Assessment, you will receive a personalized report measuring your retail planning & assortment managment 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 and supply chain management.

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

  • Merchandise Financial Planning
  • Sizing & Pre-Packing
  • Assortment Planning
  • Clustering
  • Allocation

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.