2016 AFS User Conference

1. Modeling Integration to
AFS TPM Retail
Applications
2016 AFS User Conference

2. Joel Cartwright, Director Product Management
TPM Retail
• 20 years plus in Consumer Packaged Goods:
Finance/Accounting, Sales Operations
• Sara Lee Foods US
• Sunny Delight Beverage
• Kimberly Clark
• MEI TPM Solutions
• IBM Demand Tec
• AFS Technologies
Presenter

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Agenda
• Speaker Introduction
• Objective
• Proof Of Concept Phase 1
• Implementation
• Functionality
• Next Phases
• Conclusion
• Q&A

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Objective
Review the integration of AFS TPM Retail Applications to AC
Nielsen Modeling engine. Provide the ability, for a designated
end user, to initiate through the AFS TPM Retail applications a
web services call to obtain a Lift Factor from AC Nielsen.
Provide the end users of all AFS TPM Retail applications with an
additional forecasting capability, using predictive analytics,
without implementing a full TPO application, to improve trade
spend tactics.

5. TPM Retail
Proof Of Concept

6. Step One:
Implementation
Data Mapping TPM to Modeling Engine

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Implementation: Who is Involved
• AC Nielsen Integration team: Data Mapping hierarchy files and
promotion tactics.
• AFS TPM Services Team: Assist client on managing the
project, sending hierarchy files, and training on new
functionality.
• AFS Client: System Admin to work with AFS Services and AC
Nielsen.
• AFS Support: First line of application support, and identifying if
it is an AFS support item or AC Nielsen

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Implementation: Project
• Application upgrade to new functionality
• Send hierarchy information to AC Nielsen
• Data Mapping to AC Nielsen
• Test Web Services Call
• Roll out to defined users

9. Implementation: Hierarchy
Data Mapping of Hierarchy and tactics

10. Implementation: Hierarchy Mapping AFS to AC Nielsen

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Hierarchy Mapping: AC Nielsen Data Manager
• AC Nielsen Implementation: AFS Client will send to Nielsen
their current hierarchy structure from the TPM tool.
• Customer: All files (Hierarchies) will map data to all AFS levels to Nielsen
Retailer data points
• Product: All files (Hierarchies) will map data points to all levels to Nielsen Product
data points.
• AFS Implementation: Support data transfer of hierarchy
information and assist in mapping client data—as clients
hierarchies are all unique.
• AFS will coordinate file export for data mapping for new customers and products

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Performance Tactics: AC Nielsen Data Manager
• AC Nielsen Implementation: AFS Client will send to Nielsen
their current performance tactics structure from the AFS TPM
Retail application
• Retailer List price: Will come during web services data exchange
• Promotion Types: Sent data map to Nielsen event tactics

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AFS TPM End User: Promotion Detail
Entry Screen Optimization Tab

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AFS TPM End User: Inputs into the Optimization Tab
• Promotion Detail Screen: Optimization will be for each rebate detail in a
promotion.
* The user will be instructed on input points.
* The bottom tool bar will give specifics to input details

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AFS TPM End User: Inputs into the Volume Tab
Lift Factor to the Incremental Volume Forecast
Calculate Lift Factor against Base Volume for
Incremental Forecast

16. How it Works
Contacting the AC Nielsen Modeling Engine

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Web Services
AR 7: Integration points
* Single level hierarchy export
* FTP/FTPS DEX: XML, CVS, TXT
* Configured Performance Types
One time data mapping, completed
during client implementation.
Changes/additions are loaded as a
full hierarchy update.
Optimization Request from TPM:
Web Services Takes over
TPM V4: Integration points
* Multi level hierarchy export
* AFS Gateway FTP/FTPS , CVS,
* Configured Performance Types
Data Points Sent:
• Everyday Retail Price
• ACV %’
• Date Range
• Sale Price
• Tactic
• Customer
• Product
Data Points Returned:
• Modeled Lift Factor Price
• (Future) Base
• (Future) Lift By Tactic

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AFS TPM Optimization Metric: Lift Factor
(Volume Screen in Development)
• Nielsen Data Point: Nielsen will return a lift factor via web
services
• Lift factor will populate in the “Volumes” tab in a separate cell labeled “Modeled
Lift.”
• User will have the option to update the forecast with the lift factor or use another.
The Modeled Lift will be retained in the history log, along with users override of
modeled lift.
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AFS TPM and Nielsen: Assumptions
•Current AFS Development Assumptions:
• Volume KPI’s will populate in data cube and promotion in real-time as before, without the
ETL.
• ACV% will have a default setting as an FAP, if the client chooses or as a user input.
• Clients will have to upgrade to 3.61.
•Current Nielsen Assumptions
• Products which are not required to be modeled before, they will use a similar product
model
• Nielsen will assume the “training and/or consultation” on how the Lift factor is derived
• Nielsen will assume the data mapping for new customers or products
• AFS TPM Retail allows for users to deploy trade activity at any level of the hierarchies
•Current Mutual Assumptions
• AFS and Nielsen will coordinate hierarchy updates for new customers/products and
realignments
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20. Nielsen is the leading trusted advisor
for pricing and promotional analytics in
the cpg industry

21. Comprehensive Store Level Models

22. Price & Promotion Strategy Playbook

23. Cost Components for
Modeling Integration
1. One-time set up fee for Product/Retail Mapping
 Cases to UPCs
 Shipping locations to Nielsen Accounts
2. Annual subscription service based on # the number of
products/geographies

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AFS TPM and Nielsen: Phase 2 and 3*
*Subject to Change
• Phase 1: Predictive Analytics for Price (Complete)
• Phase 2: Predictive Analytics for all Performance Tactics (In Progress)
• Phase 3: Base Line Modeling (Scheduled to Start this summer)
• Phase 4: TBD based upon needs coming from POC

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Thank you
Q & A
Next Session: Product Roadmap for AFS TPM Retail V3