Learn how to use JDA Floor Planning to ensure you are getting the most out of every store. We cover how you can get the insights to optimize every department and every aisle. See how Floor Planning can drive the bottom line, a live demonstration and we've got an extensive question period.

1. Every Square Foot Matters
Maximize Revenue with JDA Floor Planning
Presented by Cantactix Solutions
Category Management Consultants since 2009
April 14, 2016

2. Cantactix Solutions is a JDA Alliance Partner that drives innovative
solutions to assist customers with their supply chain needs.
Built around our expertise in and distribution of JDA Software,
Cantactix helps clients optimize business processes and technical
solutions in the highly specialized area of category and space
management for the retail and manufacturing sectors.
Statements in this presentation are the opinions of Cantactix Solutions
Inc. and Cantactix Solutions USA Inc., not those of JDA Software.
This presentation is a production of Cantactix Solutions solely.
JDA has not endorsed or evaluated the opinions herein.

3. Speakers & Agenda
• Dan Desmarais
– Host & Moderator
• Sara Wolf
– Introduction to Floor Planning
– The Floor Planning Process
• Curtis Philbrook
– Building Floorplans
– Demos
– Performance Reviews
• Best Practices
• Questions & Answers

4. What We’re Going to Accomplish
Our goal is to answer the following questions:
• What is JDA Floor Planning?
• Why bother with a macro-space solution?
• How do I create floorplans?
• What can I analyze?
• What are some best practices?
• What are the benefits?

5. Introduction to JDA Floor Planning
JDA Floor Planning optimizes the size and performance
of merchandise categories on the store floorplan.
It merges store design with category management
initiatives to drive selling-floor effectiveness and help
achieve corporate goals.
JDA Floor Planning is typically integrated with the rest
of JDA’s Category Management suite for a total space
and category management solution.

6. JDA 9.1 Solution Footprint
Floor
Planning
Channel
Clustering
Data Manager
Reporting &
Management
Category Advisor
Planogram
Generator
Mass Production
Macro Space
Store
Clusters Assortments Micro Space
Desktop Productivity Tools
Web Publisher
Store ExecutionIntegrated POS
PoG Exchange
Management (PEM)
Multiple Sources
Assortment
Optimization
Space
Planning
CKS
Remote
Products and
Images
Image/Data
Database Productivity Tools
Category
Knowledge
Base (CKB)
Application
Process
Generator myPG
Space Automation
Professional

7. What JDA Floor Planning Provides
• A category management solution for macro-
space planning
• A space management solution for managing
planograms in stores
• A visual structure for managing planogram
lifecycles in a database environment
• An analytical tool that provides insight into
adjacencies and spatial performance
• 3D visualization of a valuable asset, the
location where shoppers see your products

8. What It Isn't
• JDA Floor Planning is not a CAD (Computer
Assisted Drawing) application for store
architectural and engineering plans
• JDA Floor Planning can import construction
details from CAD drawings using a DXF file
(Drawing Exchange Format)
CAD

9. Why Use JDA Floor Planning?
Although CAD can provide a map of the floorplan,
it doesn’t have analytical merchandising abilities.
JDA Floor Planning combines the visuals of the
store layout with the data to analyze and improve
your stores’ spatial performance.

10. Why Use JDA Floor Planning?
Combines the visuals of the store layout with the data to
analyze and improve your stores’ spatial performance

11. Why Use JDA Floor Planning?
Utilizes 3D models and textures to visualize store space

12. Why Use JDA Floor Planning?
Integration with JDA Category Management suite
provides these capabilities:
• JDA Space Planning facilitates planogram management
• JDA Category Knowledge Base organizes planogram-to-store
relationships (thus product-to-store authorizations), planogram
and floorplan lifecycle management, fixture parts reporting,
and publishing to stores (push or pull)
• Floorplan Viewer in JDA Open Access provides a browser-
based interface for store associates to view the floorplan and
drill down to view planograms
• JDA Space Automation Professional automates repetitious
steps and enable data integrity

13. Using JDA Floor Planning
The recommended user is a merchandiser in a space
management role (not an architectural engineer)
Designed with JDA Space Planning to provide a common
look-and-feel, including:
• Docking and floating windows including Explorer,
Property Lists and customizable toolbars
• Analytical charts, highlights (heat-maps), table reports,
and labels all powered by the flexible Formula Builder
• Print layouts with any number of pages designed using
resizable areas to display a variety of view types
– Batch Printing provides production efficiency

14. Using JDA Floor Planning
Planograms are shared between JDA Floor Planning and
JDA Space Planning:
• In a database environment it is the same record
accessed by either application
• In a file-based project, planograms and their data can
be imported from a Space Planning project file
Planograms can be created in Floor Planning, examples
are softline categories without corresponding Space
Planning planograms, and hold financial data for analysis.

15. Organizing a Floorplan
A floorplan can represent the total merchandisable store,
or an area or department(s) within a store.
Your company decides based on organizational preference and the
number of people involved in the space management process.

16. Organizing a Floorplan
If stores consist of many departments with distinct
management divisions and schedules, organizing the
store into separate floorplans facilitates better workflow.
Separate floorplans organized as a multi-floorplan store-
based project can be viewed together in composite view.

17. Overview of Creating a Floorplan
Here are the most common steps in floorplan production:
1. Start from CAD, or build new in Floor Planning
2. Create fixtures
3. Create departments (optional)
4. Allocate planograms
5. Load performance data
6. Analysis and reporting
7. Apply space optimization
8. Finalize floorplan with planograms and publish to stores
9. Repeat 5-8 for seasonal changes and category reviews
BuildOperate

18. Tasks to Create a Floorplan
There are often different ways to accomplish
tasks based on your data and user-preferences.
Many tasks use built-in functions to minimize
effort, or manual steps when the data required
for the automated function isn't available or
manual control is required.
The task may vary for file-based projects or an
database environment.

19. Step 1: Start Floorplan
• Begin with project, then create floorplan by specifying
dimensions and descriptive attributes like Name
– Project settings include Measurement Units setting (feet vs.
meters), so if floorplan differs from PC regional settings then
specify floorplan settings
– If floorplan represents a single department, the floorplan
Name could include Store ID and department name for
organizational reference
• The floorplan contains the store's fixtures and planograms, and
optionally other objects that convey retail space (for example
walls, columns and signage)
– Floorplan’s visible object is a rectangular pad that represents
floor, but can be hidden if not relevant for representing your
merchandisable space

20. Step 1: Start Floorplan (Trace File)
If you have a DXF file then add it as a Trace File layer.
The Trace File can assist many tasks, including:
• Sizing floorplan based on the relevant area in the DXF
• Importing or manually creating fixtures & departments
• Visualizing and printing details from the CAD drawing
that don't need to be recreated in JDA Floor Planning
– For example the location of checkout counters or
fitting rooms
• Simplifying the placement of fixtures

21. Step 2: Create Fixtures
JDA Floor Planning has three fixture types:
• Regular Fixtures are flat rectangles (width and depth)
designed for planogram placement
• Irregular Fixtures are flat polygonal shapes (including
rounders or multi-sided shapes) for planogram
placement
• Obstruction Fixtures occupy 3-dimensional space
(height, width, depth) and can be used for columns,
walls, signage and other physical objects
In a 3D view, it is the height of the planogram that
provides the vertical dimension above the fixture layer.

22. Create Fixtures Using DXF
There are several ways to create fixtures, some can use
your DXF file to convert the CAD drawing into fixtures:
• If your CAD system uses Blocks to represent fixtures,
use the 'Import Fixtures‘ feature
– Automatically converts Blocks into fixtures
• CAD Block quality affects results; for details see the
OnLine Expert topic "Import fixtures from a DXF file"

23. Create Fixtures Using Trace File
If the Trace File has shapes for fixtures you can use:
• 'Promote Drawing' and 'Convert to Fixture' converts a
polygon into a Regular or Irregular Fixture
• 'Promote Fixtures' converts any quantity of rectangles
into Regular Fixtures
If DXF has lines representing fixtures then they cannot
be converted to fixtures
– However they can be used to 'Snap to Trace' for
manually created fixtures

24. Manually Create Fixtures
Manually create fixtures using Edit > Create > Fixture
and select type (Regular, Irregular or Obstruction).
• For Regular Fixture specify Width and Depth, Name
and relevant attributes or merchandising settings
– Decide if fixture represents entire gondola width, or
individual fixture bays for accurate representation
• If fixture represents a single segment bay, use the
'Multiply' feature to replicate it into a long gondola
• Use options to copy paste, rotate, flip, combine space
or join as an assembly to create gondola islands
– Joining adjacent fixtures as an Assembly makes it
easy to manipulate as one object (drag drop, etc.)

25. Fixture Library
For any fixture (or Assembly of fixtures) that will be re-used in other
floorplans, create a Fixture Library for productivity and consistency.
• A well managed organization will standardize and use fixture
libraries for productivity and consistency if they can’t rely on
quality DXF files for importing fixtures.
Floorplans with an accurate DXF Trace File can use 'Snap to Trace
Files' to drag drop fixture from library onto the right location.
• If its an assembly, you have the option to rename that copy of
the assembly when you drop it onto the floorplan.

26. Step 3: Create Departments
Department is a polygonal-shaped object (not limited to
rectangle) that provides area calculation (sq.ft. or sq.m.).
Departments are optional and we recommend adding
them:
• Department objects represent the placement and
dimensions of major department areas to assist in
macro-space planning
• It also provides a hierarchical structure for analysis and
reporting, for example:
– Reporting the quantity of fixtures and their space
(linear & square) for each department
– Aggregating planogram lists and performance data

27. Step 3: Create Departments
Creating a department can be done manually using Edit
> Create > Department, then manipulating corner
vertices to create the appropriate shape.
• If Trace File has a department outline, use 'Snap to
Trace' to align corners
Creating a department is easy if the Trace File has a
closed shape for the department outline.
• Use 'Promote Drawing' and 'Convert to Department'

28. Step 4: Allocate Planograms
The next step is to allocate planograms onto fixtures.
The process varies depending on whether you work
with the database or planogram files.
A file-based environment has these options:
• Planogram library in your preferred format (Excel,
Access, dBase, etc.)
• Import planograms from Space Planning project files
Floorplan Space Allocation provides a quick way to add
a list of planograms onto fixtures.

29. Step 4: Allocate Planograms
In a database environment, Database Planogram Library
accesses planograms using your hierarchy or filter.
• The planograms contain all the data that is relevant
to planograms on a floorplan
• Add the selected planograms to the floorplan project,
or drag drop planograms onto the specified fixtures

30. Step 5: Load Performance Data
The term "performance" is used two ways; as a generic
reference for financial and inventory-based measures
(e.g. movement, sales, profit, etc.), and as a specific
term for the Performance object in JDA Floor Planning.
A Performance object record has a parent Floorplan
and a parent Planogram, representing floorplan-specific
planogram data.
The benefit of the Performance object is providing
storage for floorplan-specific planogram data, enabling
analysis that varies by store (such as sales).

31. Step 5: Load Performance Data
Importing performance data can be done various ways:
• Performance data is included when planograms are
opened from the database
– Planogram data in the database can be updated
into floor plans using custom procedures (contact
Cantactix for additional information)
• You can import data from an external text or CSV file
(an Excel spreadsheet can be saved as a CSV file)
• Update from a planogram library
• A file-based environment can 'Update Planograms
from Space Planning’

32. Step 6: Performance Analysis
Analysis can be applied to planograms, fixtures and
department records.
Performance analysis is based on Planogram-level or
Performance-level data, which can be rolled up to
department, floorplan, or a group attribute.
When using a multi-floorplan project you should
understand the difference between Planogram-level
and Performance-level calculated fields.
• Review the OnLine Expert help topic “Performance Data”

33. Data Fields for Analysis
Planogram financial fields include Movement, Sales,
Cost, Profit, Margin, ROII Cost, and ROII Retail.
Planogram inventory fields include Capacity and Number
of Products Allocated.
Available fields combine many of the above, for example
Capacity Cost, Movement Allocated, and Annual Profit
Allocated.
50 Value and 50 Description fields for custom data and
analysis (Planogram and Performance records).

34. Combined Performance Index
When analyzing groups of planograms from different
categories it may be insufficient to use only one
performance field
• For example, category roles may require analysis using
both unit movement and sales
A Combined Index formula allows you to calculate a
weighted index using 2 or 3 fields
• You specify the 3 fields, and a proportional weight to
apply to each field
Combined Index
Sales, 1 Movement, 2 Profit, 4

35. Spatial Analysis
Performance analysis is often combined with a spatial measure,
such as Linear, Square or Cubic.
Because a floorplan provides a top-down view of the store’s
planograms, a performance value by square area (feet or meter) is
typically used.
• Examples are unit movement per square foot, or any measure
that is relevant to your category analysis, for example sales,
profit or margin per square foot or linear to name just a few.

36. Analysis Views
• Customizable charts and table reports provide analysis
views to suit your requirements
• Viewing the floorplan using highlights (heat maps) is a
good way to identify problems and opportunities:
– The six highlight methods can use available fields or
user-formulas like a Combined Index
– Whether viewed on-screen or printed, highlights
visualize data using fixtures or planograms
– Quadrant and Spectrum highlights compare
planograms within their range of data

37. Analysis Views
Here is an example of a spectrum highlight using Sales
per Square Foot. The highlight coloring (see guide on
the left of the screen) shows Sales/Square Ft. of each
planogram to color-code performance for this store.

38. Step 7: Space Optimization
Rebalance planogram space to increase performance:
• Identify under-performers using minimum thresholds
• Analysis that uses spatial measures identifies
planograms that are under-spaced or over-spaced
Before reallocating space you should consider other
factors; a planogram that appears to have too much
space may require it due to its role or inventory needs.
Floorplan Space Allocation provides a robust solution to
the proportional allocation of space.

39. Step 8: Finalize Floorplans and Publish
Once the planogram assignments are complete the
floorplan is ready for review by your stakeholders.
The Status field of the floorplan can indicate workflow
(Work in Progress, Analysis, Pending, Live, Historical).
In a database environment Lifecycle Management can
automatically progress floorplan and planogram status
according to schedules and configured procedures.

40. Step 8: Finalize Floorplans and Publish
In a CKB database implementation, use Web Publisher to
automate the publishing of PDFs using JDA PDF Writer.
Open Access gives stores a way to access floorplans and
associated documents, with Floorplan Viewer providing
an interactive view to the floorplan and its planograms.

41. Step 9: Implement Reviews
Because assortment and shopper patterns evolve,
category management best practices require scheduled
reviews and repeated execution.
• The ‘Operate’ steps (steps 5-8) are not one-time efforts
• Create and stick to an ongoing schedule for reviews
• Category reviews, and even seasonal changes, should
involve a recurring process to load new performance
data, analyze and optimize space
• Space Automation Professional can assist in
automating repeatable tasks with each review; contact
us for information on automating repeated tasks

42. Benefits of JDA Floor Planning
• Drive fixture-ordering
• Achieve strategic allocation of category space
• Validate capacity data for assortment planning
• Manage adjacency and aisle space rules (e.g.
Americans with Disabilities Act)
• Maximize selling-space effectiveness for optimal
performance
• Boost labor productivity and merchandising accuracy

43. Best Practices in ‘Build’
• Define Store vs. Department approach to floorplans
• Use Departments within Stores
• Leverage your CAD files to get started when possible
• Build fixtures as segment bays instead of long gondola
• Use fixture libraries for productive consistency

44. Best Practices in ‘Operate’
• Build processes to regularly update performance data
• Build, standardize and distribute analysis views
• Conduct category management reviews to refine plans
• Evaluate whether Floorplan Space Allocation can help

45. Contact Us
For JDA Category Management application
assistance, including utilization, management,
upgrades, customization, training; or for any
questions, please contact us.
We’re here to help.
info@cantactix.com
1 (844) 226-8228
Thank You!

46. Bonus Benefit#1: 3D Visualization
• 3D visualization is enhanced by JDA Space Planning exporting
the planogram (with fixture and product images) as a 3D model
• 3D models (3DS or FBX format) render planograms in JDA Floor
Planning's 3D view. Models and images can be used for other
objects such as architectural elements and signage.
• 3D visualization is useful for a number of benefits:
– Visualize planogram adjacencies and aisle presentation with
fixture and product images
– Visualize in-store signage using editable virtual environment
– Visualize Point-of-Purchase and specialty displays
– Visualize and navigate the store from the viewpoint of the
shopper (not just a top down plan view)

47. Contact Us
For help using or upgrading the JDA Category
Management applications, employee training,
or for any questions at all, please get in touch.
We’re here to help.
info@cantactix.com
1 (844) 226-8228
Thank You!