Convenience · Assortment · Oracle · Head of Procurement

Assortment Planning + Oracle + Convenience Retail: Built for Head of Procurement

Convenience operators find Assortment problems in post-mortems and quarterly reviews. Ward catches them daily, with root causes and recommended actions. Your Procurement team has the data. What they don't have is bandwidth to find what's buried in it.

What is Assortment Planning for Convenience & C-Store?

Assortment Planning is the process of ward analyzes sell-through by store cluster to recommend which skus to add, drop, or reallocate.

For Convenience & C-Store retailers specifically, this means monitoring 3,000+ SKUs across locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.

How Ward delivers Assortment insight cards: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

Key capabilities

  • Store cluster segmentation
  • SKU rationalization recommendations
  • Whitespace opportunity detection
  • Planogram optimization inputs
app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO crackers cannibalized Brand Y by 28%, net category +6%

Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Dashboards

Pinned views built from saved data-lake queries.

Revenue vs. forecast +4.2% WoW
Gross margin % −3.2pp
Fill rate, fresh 83%
Shrink, West region +0.8pp

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
Live product demo, Ward analyzing retail data in real time.

Why Assortment matters for Convenience retail

With 3,000 SKUs on a compact selling floor, every product must earn its place, and the right assortment is hyper-local. Ward clusters stores by traffic profile, daypart mix, and surrounding demographics to recommend variations that maximize revenue per square foot at each location.

How Ward connects to Oracle Retail

Ward integrates with Oracle Retail Merchandising (RMFCS), Oracle Retail Demand Forecasting, and Oracle Retail Analytics. Full stack visibility.

Setup: Ward reads from Oracle Retail via REST APIs or direct database views. Compatible with Oracle Cloud and on-premise deployments.

Data Ward reads from Oracle

Sales audit
Inventory positions
Allocation
Replenishment
Demand forecasts
Price management

Impact metrics with Oracle

Fill Rate
Allocation gaps caught
Replenishment outputs checked against actual shelf conditions per store.
Demand Forecast Accuracy
Accuracy gap closed
External signals enrich Oracle forecasts where they drift.
Markdown Waste
Slow movers caught early
Triggers shallower markdowns before inventory ages out.
Inventory Carrying Cost
Overstock freed up
Demand-aligned inventory releases locked working capital.

Data lake enrichment

Ward enriches Oracle data with: Sales audit data, Weather & events, Competitor pricing, Demographic data, Supplier scorecards

Merchandising wants Ward. You sign the contract.

Pain points
  • ×Business sponsor saw the demo. You have a week to vet a vendor you didn't pick
  • ×AI vendors price by seats and tokens. Total cost is unknowable until invoice three
  • ×Multi-year commits with auto-renew. No exit if the pilot stalls
  • ×Renewals come back 30% higher, with no room to push back and no benchmark to cite
  • ×Security and DPA reviews start after the team has already committed
How Ward helps
  • MSA, DPA, SOC 2 Type II underway, and architecture review available before signature
  • Month-to-month contracts. No multi-year lock-in. No auto-renew traps
  • Transparent pricing set by scope and store count
  • 14-day insight guarantee. If Ward doesn't deliver, month two is on us
  • AI strategy, orchestration and reporting-layer work in enterprise grocery at nine-figure revenue. Reference calls available before signature

Enterprise SaaS spend grew 18% YoY. 53% of subscriptions are underused or duplicative. Source: Gartner

Convenience KPI impact

Attach Rate
Impulse adjacencies
Daypart-specific cross-sell opportunities surfaced.
Daypart Revenue
Weak hours identified
Which hours and categories underperform, and why.
Planogram Compliance
Sales-correlated flags
Deviations flagged once they start costing revenue.
Shrinkage
Slow-bleed detection
Transaction-level anomalies that periodic audits miss.

Frequently asked questions

Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Convenience retail specifically, Ward monitors 3,000+ SKUs across your locations and delivers automated insight cards with root cause analysis and recommended actions.

Ward tracks Transactions/hour, Attach rate, Basket size, Planogram compliance, Daypart mix at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

Ward reads from Oracle Retail via REST APIs or direct database views. Compatible with Oracle Cloud and on-premise deployments. Data points include: Sales audit, Inventory positions, Allocation, Replenishment, Demand forecasts, Price management.

Yes. Ward reads Oracle data and combines it with contextual signals (weather, events, demographics) to generate Convenience-specific insight cards. No custom development required.

Merchandising wants Ward. You sign the contract. Ward solves this with automated insight cards: MSA, DPA, SOC 2 Type II underway, and architecture review available before signature. Month-to-month contracts. No multi-year lock-in. No auto-renew traps. Transparent pricing set by scope and store count.

Ward delivers daily insight cards covering Transactions/hour, Attach rate, Basket size, tailored for Procurement decision-making. Each card includes what changed, why it matters, and what to do next.

Ward tracks revenue per facing, velocity by daypart and cluster, redundancy analysis, and attach-rate contribution. It also monitors new-item performance against the displaced SKU to measure true assortment productivity.

A standardized planogram runs across all 500 locations. Ward identifies distinct store clusters, highway/travel, urban commuter, residential, university-adjacent, each overindexing on different categories. Ward recommends reallocating shelf space per cluster to match actual demand. Pilot stores show meaningful revenue uplift from better product-location matching with zero cost increase: same SKU count, just the right ones in the right stores.

First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.

No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.

See what Convenience assortment problems Ward catches.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

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.

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What are your goals?
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About your operation
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