Achieving Operational Excellence in Retail Stores

© 2014 Openbravo Inc. All Rights Reserved. Page 1
Openbravo Webinar
How to Achieve Operational Excellence in your Stores
May 7, 2015
© 2015 Openbravo Inc. All Rights Reserved

Presenters

What does a retail owner

What does a retail owner, a store manager

What does a retail owner, a store manager and a
sales associate care about?

Contents
1. Openbravo
2. What do retailers care about?
3. Daily store operations: tools that will help executing with
excellence
4. Takeaways
5. Q&A

About Openbravo
Openbravo is a world leader in
the Open Source enterprise
software space focused on
helping our clients achieve
superior competitiveness
Openbravo provides the
Openbravo Commerce Platform
and the Openbravo ERP Platform
Present on all continents
Global network of authorized
Openbravo partners
Openbravo has offices in India,
Mexico and Spain

Contents
1. Openbravo
excellence
4. Takeaways
5. Q&A

What does a retailer care about?
STRATEGY
Commerce solution that scales at the
Retailer business pace
Flexible platform to support current and
mid-term functional and technological
requirements
Fast rollout support (new stores opening)
Deployment flexibility and hardware
compatibility
OPERATIONS
Fraud prevention and detection
Centralized data management in real-time
Products, assortments, prices, discounts
and promotions, etc.
INDICATORS
Real-time store monitoring platform
Real-time embedded analytics
Other indicators (e.g daily sales, margin)

What does a store manager care about?
OPERATIONS
Centralized management of in-store cash
(store, terminal, session)
Backoffice access to check/update data
Products, prices, promotions
Efficiently handle stock accuracy
PEOPLE MANAGEMENT
Autonomy from headquarters to create,
update or block users
Easy people management
Training tools

What does a sales associate care about?
asdasdasd SALES OPERATIONS
Associate assignment after each
transaction
Stock visibility and flexibility
options to save-the-sale
SALES ASSISTANCE
Tools for enriched search,
recommended products
Personalized customer
management

Contents
1. Openbravo
3. Daily store operations: tools that will help executing
with excellence
4. Takeaways
5. Q&A

What does a retailer care about?
STRATEGY
Commerce solution that scales at the
Retailer business pace
Flexible platform to support current and
mid-term functional and technological
requirements
Fast rollout support
Deployment flexibility and hardware
compatibility
OPERATIONS
Fraud prevention and detection
Centralized data management in real-
time: products, assortments, prices,
discounts and promotions, etc.
INDICATORS

Easy Extendible Modular Platform
Module management console in Openbravo
TODO

Fast Rollout Support
Copy store functionality:
Copies all store/terminal configuration for a fast store creation
Easy and centralized real-time data share in multi-store scenarios
E.g products, assortments, ticket templates, prices, offers, etc.
Hardware configuration
Easy replication among terminals/stores for fast roll-out
Copy store and terminal in Openbravo

Flexible Architecture. Hardware Compatibility
Tablets and smartphones deployment Deployment in all-in-one systems (e.g POS)
Hardware compatibility:
Technological platforms whose
hardware requirements are standard, not
expensive, so retailers can re-use their
current peripherals and hardware
Otherwise, the investement required may
be too expensive to change all hardware
in all stores
Flexible deployment options
The platform should offer different deployment options, so is the platform that
adapts to retailer business needs and not the other way around

Fraud Prevention and Detection
Supervisor approvals
All sensible functionality
approvals (e.g returns, cash
differences at opening or cash up,
tickets deletion etc.)
Easy configuration for supervisors
addition or deletion
Mobile physical inventory
For fraud detection of certain
valuable products where stock
needs to be accurately controlled
Approvals in Openbravo

Mobile Warehouse Applications
Physical inventory
Goods movements
Picking lists
By means of mobile warehouse
stock accuracy, update stock at
any point or even create a good
movement when overstock is
detected
Openbravo Mobile Physical Inventory

Centralized Data Management
Be able to change prices in all stores, all terminals in 1 click, as stores share
data and can be accessed in the Backoffice.
Stores can access this data for request or modification.
Other examples: products creation, offers maintenance, users maintenance,
approvals configuration, etc.
Discount and Promotions maintenance window in Openbravo

Real-time Store Monitoring
Monitor store at any point:
Store opening
Terminal and sessions by store
opened at any point
Terminals cash up
Store closure
All cash movements are saved at
any point, storing user, reason,
quantity moved. As well as cash up,
printing report both in terminal and
backoffice.
Openbravo Mobile Physical Inventory

Margin Indicators
It shows with colors if we are selling under price limit
It is updated with the price updated by discounts or promotions
applied in Web POS.
Margin Indicators at
Openbravo Web POS

In-Store Analytics
Openbravo Analytics
Out-of-the-box predefined
analytical reports
Embedded query widgets in your
workspace
Capacity to create new cubes
and dashboards

What does a store manager care about?
OPERATIONS
Centralized management of in-store cash
(store, terminal, session)
Products, prices, promotions
Efficiently handle stock accuracy
Customer management
PEOPLE MANAGEMENT
Easy people management
Training tools

Real-time Store Monitoring
Terminal and sessions at Openbravo
Be able to see which terminals are open, and within each terminal
the sessions, to see who opened it, when and the cash position when
closing it
Being able to re-print the cash up report of a specific terminal

In-Store Customer Management
In-store customers management in Openbravo Web POS

Training Mode
Training Mode in
Openbravo Web POS
For training in situ, with same production data, with differentiated
layout and ticket template where TRAINING MODE is clearly shown

Real-Time Notifications
Alerts in Openbravo
As part of store operations, Alerts can be very useful to send real-time
notifications: to notify of new discounts, under minimum stock, etc.

What does a sales associate care about?
asdasdasd SALES OPERATIONS
Associate assignment after each
transaction
Stock visibility and flexibility
options to save-the-sale
SALES ASSISTANCE
Tools for enriched search,
recommended products
Personalized customer
management

Associate Assignment after Transaction
Sales representative assignment in Openbravo Web POS
Be able to differentiate between the cashier and the associate after
each transaction. Retailers would decide the level of intrusion: to force it
after each receipt or optional

Stock Visibility
Openbravo Analytics
Stock visibility can be very useful to give alternatives to the customer
when there is no stock in the store

Assisted Sale Tools
Enriched search in
Openbravo Web POS

Contents
1. Openbravo
excellence
4. Takeaways
5. Q&A

Takeways
Tranquility of relying his business in a
Commerce solution that will support his
STRATEGIC VISION
Agile response to new requirements
Business grow;; opening new stores
Controlled investment (hw compatibility)
OPERATIONS
Efficiently preventing fraud or detecting it
Data controlled and centralized in a single
point, with 1 click affect all stores and
terminals in real-time
INDICATORS

Takeaways
All details are perfect, staff are
executing correctly, otherwise she
will detect it and apply measures
OPERATIONS
Daily store monitoring (e.g cash events)
Efficiently handle stock accuracy: many
things depend on a good management
of it!
PEOPLE MANAGEMENT
Easy people management: incentive loyal
employees
Ensure new staff is trained fast and well

Takeaways
asdasdasd He is a loyal employee as he
gets rewarded for his good
job
SALES OPERATIONS
His sales are well tracked and he
gets the according commission
He is empowered with a tool that
helps him save-the-sale
SALES ASSISTANCE
Same in the assistance, he has
the right tool to influence on
customers purchase decision
He can has a personalized
treatment with customers

Graphene (credit: University of Bath)
How to Achieve Operational Excellence in your Stores
Thank you very much for your attention
© 2015 Openbravo Inc. All Rights Reserved
stay connected!
elena.martinez @ openbravo.com
es.linkedin.com/in/emartinezhndz/en
http://www.openbravo.com/contact
info@openbravo.com

Achieving Operational Excellence in Retail Stores

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