Advisory · Assessment

You have data everywhere.
You don’t know what’s usable.

Before you spend on AI tooling, you need an honest picture of what’s clean, what’s broken, and what’s missing. We audit your data and systems, then hand you a prioritized roadmap you can execute.

Most retailers don’t have a data problem.
They have a visibility problem.

POS in one system, inventory in another, finance in a third. Labor in a spreadsheet. Marketing in a platform ops can’t reach. Then someone says “we need AI.” AI on top of what, exactly?

The fastest way to waste money on AI is to skip the assessment.

Tools that need data you lack

Buy a forecasting tool that needs clean historical data you don’t have.

Integrations your ERP can’t support

Sign an analytics contract requiring connections your stack can’t support.

Six months, a quarter-million, stalled

Spend two quarters and a quarter-million before the project quietly stalls.

Blame the tech, not the foundation

Blame the technology when the real problem was the foundation underneath.

A complete picture
across four dimensions.

No survey. We dig into your actual systems, talk to the people who use them, and map reality, system by system.

Data maturity

Every source scored on availability, freshness, and reliability, across POS, inventory, ERP, CRM, marketing, and finance.

Integration map

Every system-to-system connection documented, where data flows, where it breaks, including the manual CSV-and-spreadsheet ones.

Team capability

Skills, bandwidth, and data literacy mapped by role, so the roadmap accounts for the people who have to execute it.

Workflow lift potential

Highest-value workflows flagged for AI, marking replenishment, pricing, labor, and shrinkage as targets.

A roadmap.
Not a report that collects dust.

Every assessment ends with a concrete, prioritized plan, each item with a clear owner, estimated effort, and expected impact.

PHASE 01
Quick wins

Moves you can execute in 30 days.

PHASE 02
Medium-term

Initiatives for the next quarter.

PHASE 03
Architecture

Long-term decisions for the year ahead.

DELIVERED
Owned & scored

Each item with owner, effort, and impact.

Data maturity scorecard & integration gap analysis

System-by-system scoring with specific gaps and remediation steps, plus a full map of connections, broken pipelines, and recommendations.

Team readiness mapping & prioritized 90-day roadmap

Skills inventory with upskilling, hiring, or augmenting recommendations, then quick wins, projects, and architecture decisions with owners and impact.

We’ve been the operators
handed a useless report.

We ran 400+ retail locations before we built Ward. We know what a 60-page PDF with no next steps looks like, so we don’t ship one.

400+Locations run before Ward
MondaySpecific enough to hand off
Your stackTech, team size & budget
ZeroFrameworks for their own sake

Find out where you stand.

A clear-eyed assessment of your data, systems, and team. With a roadmap you can execute Monday morning.

Get a demo

Find out what your data has been hiding.

Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info