3. As a strategic partner,
The Carlson Group incubates, builds
and sustains smart custom programs
that deliver value across consumer
retail experiences.
3
4. Scope
Services
Retail Environments
Custom Fixture Solutions
Shop-in-Shop
POP
Graphics & Signage
DISCOVERY
Assessment
Consumer & Trend Research
Retail & Competitive Audits
Communication Strategy
Program Strategy
DEVELOPMENT
Retail Messaging
Conceptual Design
Engineering
Prototyping
Merchandising Strategies
EXECUTION
Program Planning
Manufacturing
Warehousing/FulïŹllment
Shipping
Installation
EVALUATION
Testing
Measurement
Data Analysis
Interpretation
Program Evolution
4
5. Our team is fortunate to
be working with some of
the world's top brands.
As partners, we collaborate in expressing and strengthening
the brand image while supporting your business objectives.
5
7. âș A Strategic Approach
âș What We're Thinking
âș Success Stories
âș Tactical Tools
7
8. âș A Strategic Approach
Structured for success.
We engage two capabilities that are critical to creating successful retail
programs:
âș
Expertise in gathering the right information to inform strategy.
âș
Experience in translating strategies into the design and
implementation of retail environments.
Itâs a comprehensive view that maximizes your investment. We call this
process Total Program Value.
8
10. âș A Strategic Approach
We partner with the best
people in the business.
Itâs a winning formula, where we draw on their expertise to amplify ours,
offering you solutions without bias.
10
12. âș A Strategic Approach
What is
Total Program Value?
In the fast-moving world of retail, nothing changes faster than shopper
behavior. Shifting consumer needs, influences and preferences vastly
outpace brandsâ ability to introduce new and exciting retail experiences. In
addition, brands are looking far more closely at the ROI of retail programs.
Thereâs a new currency for information that can improve the performance
of your brand at retail. Whether you call it Shopper Marketing, Consumer
Research or Retail Strategy, using information to move the needle on
consumer behavior requires two things. The first is expertise in gathering
the right information, and the second is translating that knowledge into
programs which deliver ROI in the retail environment. TCG delivers both of
those capabilities with our approach for retail success, which we call Total
Program Value (TPV).
12
13. TOTAL PROGRAM VALUE HAS FIVE PILLARS
1. TPV is holistic. It addresses the full ecosystem of retail programs,
from overall brand strategy through operational and logistic details.
All aspects of retail are included, so that programs address marketing,
merchandising and implementation concerns as thoroughly as they
consider the retail program elements themselves.
2. TPV takes the long view. TPV incorporates the full lifespan of retail
programs, delivering value at every stage. By emphasizing a cycle of
ongoing innovation, programs continually elevate whatâs working, and
make incremental changes to address challenges. The emphasis on
testing and program evolution leads to smarter and more cost-effective
procurement strategies.
3. TPV is ïŹexible. Each category and each brand is unique. Consequently
the meaning of success varies not only per organization, but also per
individual program. TPV addresses differing needs of both brands and
retailers, creating better-informed and more efïŹcient programs while
calibrating the process to include only what is relevant.
4. TPV is smart. In the cycle of innovation, tribal knowledge accrues. In
addition, the model includes fully integrated participation by best-inclass partners in strategy, shopper marketing and digital media. These
seamless partnerships offer the depth of experience to be efïŹcient
and effective, with nothing lost in the translation from strategy to
execution, no matter what mediums are involved at retail.
5. TPV has its feet on the ground. TPV is fact-based. Design is based
on response to actionable insights and observations. While thereâs
an emphasis on the intellectual property of retail â the strategy and
evaluation â working in design and execution keeps us honest.
13
14. âș A Strategic Approach
How does it work?
THE FULL-CIRCLE PROCESS â
PROGRAMS THAT IMPROVE WITH AGE
Total Program Value means the end of the old lifecycle of retail programs.
The paradigm used to be a year of development, resulting in a program
with a 3-year lifespan in the market. The new model makes the most of
your investment in retail programs. Through the TPV cycle, we look both
outward â to discover whatâs new and innovative in the market, and inward
â to evaluate programs for effectiveness and opportunity for improvement.
As information is gathered, it is applied to the next generation of your
program, to enhance what works or to improve what doesnât.
16. âș A Strategic Approach
The Process
of Discovery:
Anticipating Consumer
Response
âThe best strategies are simple, and theyâre designed to do two things: fix
what people hate, and give them more of what they love.â
- Rebecca Huston, Principal â Strategy, Huen LLC
Discovery establishes the foundation for success. Strong strategy is the
basis for better program design, and the better the design, the easier it is to
translate to a seamless execution. In Discovery, three levels of information
are layered together to inform strategy.
âș The first level is a comprehensive understanding of consumer decisionmaking at retail. Which trends and behavioral patterns influence what
shoppers do in the retail environment? How do technology and new
media play in to the retail experience today? What successes and
challenges do we see in the market that can inform direction?
17. âș The second level is category influence. Typical behavior patterns
change from category to category. (For example, men purchasing golf
clothing shop much more like women than they do in any other apparel
category.) Some categories see much greater influence from changing
technologies. (The PC category is in constant flux.) Understanding the
specifics of each category helps to shape solutions, and makes it easier
to anticipate consumer response to program elements.
âș The final layer is the brand. Specific brand objectives, strengths and
challenges inform a virtual mixing board of options. Emphasis can be put
on key areas to amplify, alter and influence how shoppers interact with
the brand environment.
17
18. âș A Strategic Approach
Direction and
Execution:
Putting Knowledge
to Work
Direction is the interpretation of discovery into program design. Execution
translates design into real-world retail programs. With TPV, brands and
retailers are partners in the process from the outset, so when we arrive at
these hands-on phases, there are no surprises. In addition, the engagement
of all partners from the beginning ensures a more effective and costefficient process, with nothing lost in translation. Itâs a more comprehensive
approach leveraging the best thinking from all participants, which
conserves time and money without sacrificing results.
18
20. âș A Strategic Approach
Evaluation:
Reality Check
Evaluation completes one cycle, and sets up the next. In the TPV model,
performance is measured against short and long-term program objectives.
As in discovery, both qualitative and quantitative data contribute to the
full understanding of program success. Ultimately, evaluation delivers
information which directly impacts the next evolution of the program by
identifying elements that contribute to ROI, and those which arenât worth
the investment.
âRetail programs today must deliver on higher expectations of shopper
experience and sales lift. Testing and evolving programs over time is a
better investment than creating new programs every 2-3 years.â
- Mark Adams, COO â The Carlson Group
20
21. âș Testing in operating retail locations is the best possible way to gauge
the effectiveness of new program elements. Being able to watch what
consumers actually do beats asking them what theyâre going to do
every time. Real-time, real-world observation is data you can count on
for accuracy. In addition, itâs relatively easy to see how a small change
affects shopping behavior. Positive changes can be implemented
throughout the retail channel; those that prove ineffective can be left by
the wayside.
âș ROI is not a one-size-fits-all proposition. Metrics need to be calibrated
based on both organizational and program objectives. There are multiple
places to look for success beyond sales figures, including areas such
as brand recognition, social media imprint, frequency of store visits and
response to specific initiatives.
21
22. âș A Strategic Approach
What are the beneïŹts?
BETTER OVERALL BRAND EXPERIENCE
âș
TPV is a vehicle to bring brand strategy into the environment.
âș
The process ensures that branded retail programs keep pace with
current brand marketing and communication.
âș
TPV is structured to incorporate all the critical elements of the brand
including product merchandising, brand marketing and technology into
one seamless experience.
MORE EFFECTIVE CONSUMER CONNECTION
âș
Design is driven by actionable insights that connect with consumers to
maximize the effect on their purchase decisions.
22
23. âș
Both discovery and evaluation are consumer-centric. Understanding
the factors which affect decision-making, and evaluating how solutions
play out in real environments create a foundation of knowledge that is
directly applicable to the design of retail environments.
BETTER USE OF INVESTMENT
âș
With TPV, you spend your budget with a sharp focus on ïŹxing issues
and improving performance.
âș
Retailer and category needs are anticipated, facilitating buy-in from
retail partners.
âș
The iterative process is more innovation-friendly. Itâs designed for
quick-turn testing and implementation without a full-scale overhaul
of programs.
23
25. Take-Aways
Of all the brand communication mediums, the retail environment is most
closely aligned with consumer purchase behavior. As such, retail offers an
unparalleled opportunity to directly affect how shoppers make decisions
about products and services. Total Program Value offers the best possible
approach for organizations to create retail programs which deliver on those
opportunities.
âș
TPV is a comprehensive approach, working at all levels and phases of
retail program development to deliver lasting value.
âș
TPV focuses on the unique needs of your brand, its relationship to core
consumers and todayâs markets.
âș
TPV is consumer-centric, building engagement through integration of
environment, merchandising and communication.
âș
TPV is a vehicle to amplify and leverage your brandâs marketing and
communication efforts at retail.
âș
TPV empowers your organization to make informed and effective
decisions about retail programs.
âș
TPV makes ïŹscal sense. Itâs a tool to optimize your retail investment,
putting budgets to work in ways that maximize ROI.
25
27. âș A Strategic Approach
âș What We're Thinking
âș Success Stories
âș Tactical Tools
27
28. What this means for you:
Understanding market trends and innovations in all aspects
of retail will ensure that you can lead, rather than react. Both
what's happening in the market and your brand initiatives have
implications for your approach to retail.
We make sure youâre set up to succeed as you move in new
directions.
28
28
30. âș What We're Thinking
The pace of change
continues to accelerate.
Retail canât sit still.
ANTICIPATE âș Know where the market is going. You're either in front or
behind - and ahead is the only place to be in today's fast-paced market.
FLEXIBILITY âș Consider designs that are built to accommodate
frequent updates, from fresh messaging to new product initiatives, to the
ability to add program elements seamlessly.
KEEP LEARNING âș Evaluating programs â especially in real world
environments â gives you unmatched visibility and insight into a programâs
effectiveness. Use those insights to continue the cycle of evolution.
30
32. âș What We're Thinking
Give them the right
information at the right time.
COMMUNICATION HIERARCHY âș Develop and follow a clear
communication hierarchy. Deliver the essential information in the right
place, and at the right point in their retail journey.
MULTICHANNEL ENGAGEMENT âș Digital and social media can
amplify consumer engagement. It's essential to have a clear strategy for
how these channels contribute seamlessly to a better brand experience.
LESS IS MORE âș Chances are, consumers aren't taking in - or even
noticing - all you brand communiation. Carefully consider content, making
sure that it's both relevant and as simple and direct as possible.
32
34. âș What We're Thinking
An explosion of experiential
retail is adding excitement
to the industry.
ENTERTAINING âș Shopping at its best is entertainment. Physical
retail enriches the experience by offering personal contact, hands-on
engagement with products and the excitement of a brandâs edited point of
view about whatâs important.
PERSONALIZED âș Brands and retailers who are creative in using
the wealth of data available to better understand their consumers can
offer them exactly what they want, and need, from the store experience
(sometimes before those consumers know it themselves). The most
personal experiences where the individual consumer is understood,
remembered, and anticipated is the ideal in any channel, from value to
prestige.
OMNICHANNEL âș The multichannel retailer has the opportunity,
as well as the responsibility, of using technology in ways that add to the
retail experience. Technology is both an integral part of todayâs store and
a complementary offering to physical retail. In store, consumers expect
a seamless integration of technology that goes beyond cost-of-entry,
providing a deeper, content-rich and more personalized experience.
34
37. âș A Strategic Approach
âș What We're Thinking
âș Success Stories
âș Tactical Tools
37
38. âș Su cess Stor es
Succes Stor
ess orie
CABELA'S SOFT LINES
FIXTURE PROGRAM
Designed for Cabela's ïŹrst small footprint Outpost prototype
in Union Gap, WA, this program calls attention to Cabela's
newly revamped Branded Product offering for apparel and
footwear.
Our challenge was to develop a retail strategy and a
corresponding standardized ïŹxture package with improved
merchandising, communication, and visual presentation
to showcase the quality and value of Cabela's branded
products.
Strategic Partner âș HUEN
As strategic partner, Huenâs scope of work for the project included the
following: Consumer Research and Strategy, Retail Assessment and
Strategy, Communication Strategy, Merchandising Direction and Creative
Direction.
38
40. âș Success Stories
CABELA'S SOFT LINES
FIXTURE PROGRAM
CHALLENGE: MERCHANDISING IS PRIMARILY ITE M-BASE D
S
T
B
40
40
41. BRAND INTERVIEW
RETAIL AUDIT
ASSESSMENT
PROGRAM STRATEGY
DIRECTIVES
DISCOVERY
DEVELOPMENT
EXECUTION
EVALUATION
CHALLENG E: APPAR E L AR EA LACKS CE NTRAL FOCUS
N
S
CHALLENGE: UNCLEAR NAVIGATION & IMPAIRED SIGHTLI N ES
T
S
41
41
42. âș Success Stories
CABELA'S SOFT LINES
FIXTURE PROGRAM
CHALLE NG E: FOOTWEAR AR EA LACKS LIFESTYLE, PRODUCT FOCAL E LEMENTS
F
O
42
42
43. BRAND INTERVIEW
RETAIL AUDIT
ASSESSMENT
PROGRAM STRATEGY
DIRECTIVES
DISCOVERY
DEVELOPMENT
EXECUTION
EVALUATION
CHALLE NG E: E N D CAPS DI FFICULT TO M E RCHAN DISE, LACK GRAPHIC OPPORTUN ITIES
H L
L
R
N
43
43
50. âș Success Stories
CABELA'S SOFT LINES
FIXTURE PROGRAM
âWe have increased our Cabelaâs Brand Product
penetration in all apparel and footwear categories
that this ïŹxture program supports. We have enjoyed a
SIGNIFICANT increase in margin basis points relative
to comparable margin rate to our chain and our total
apparel and footwear sales penetration is signiïŹcantly
higher in the Outpost location versus our other new store
openings in 2012.
Our âstretchâ sales and turn goals were all met and our
performance per square foot in our apparel and ïŹxture
division has set a new threshold for the company. We are
extremely happy with the continued performance and will
be implementing this ïŹxture program into 20 additional
stores in 2013.â
- Melissa Schultz
Senior Director of Visual Field Merchandising
Cabelaâs Inc.
50
50
52. âș Suc
c
ccess Stories
s
MOUNTAIN HARDWEAR
FIXTURE PROGRAM
The newly launched Mountain Hardwear ïŹxture program
brings a powerful new presentation of the iconic outdoor
brand to independent outdoor specialty retailers.
The retail program is an interpretation of a newly developed
store concept and companion trade show booth that made
its ïŹrst appearance at the Outdoor Retailer show.
Strategic Partner âș HUEN
As strategic partner, Huenâs scope of work for the project included
the following: Communication Strategy, Merchandising Direction and
Creative Direction.
52
2
60. âș Success Stories
Succ
Succe Storie
cces
DICKâS SPORTING GOODS
FOOTWEAR DECK
Dickâs tapped The Carlson Group to develop and optimize
the next generation of their shared service footwear program.
The charge was to deliver a theatrical brand experience for
the consumer while making it easy to see, try and buy athletic
footwear.
A product of a dynamic new partnership with creative
strategy agency Huen, the project spanned services from
consumer research through the initial test rollout.
Strategic Partner âș HUEN
As strategic partner, Huenâs scope of work for the project included the
following: Consumer Research and Strategy, Retail Assessment and
Strategy, Communication Strategy, Merchandising Direction and Creative
Direction.
60
60
64. âș Success Stories
DICKâS SPORTING GOODS
FOOTWEAR DECK
LACK OF EXCITE M E NT & TH EATE R
F
U NCLEAR NAVIGATION & I M PAI R E D SIG HTLI N ES
C
G
64
64
72. âș Success Stories
Succes St ries
e
ACADEMY SPORTS + OUTDOORS
ENDCAP PROGRAM
Retailers need ease of implementation and consistency,
while brands want to make a distinctive statement. The
endcap program for Academy neatly addresses both sides.
The foundation is a common structure, adapted to optimize
brand voice and highlight key products and initiatives.
72
72
74. âș Success Stories
ACADEMY SPORTS + OUTDOORS
ENDCAP PROGRAM
177
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1911
1914
1917
1918
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75. RETAIL MESSAGING
CONCEPTUAL DESIGN
DESIGN INTENT
ENGINEERING
PROTOTYPING
ROUTER CUT AS SHOWN
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BLACK OXIDE
ZINC
DISCOVERY
DEVELOPMENT
EXECUTION
EVALUATION
---------------------HEX SOCKET BU
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1
9
2
8
75
75
76. âș Success Stories
ACADEMY SPORTS + OUTDOORS
ENDCAP PROGRAM
Facilitated all project communications including
design reviews and sell-in between Academy and the
participating brand partners.
Under Armour
Adidas
Nike
76
Wolverine
Skechers
80. âș Success Stories
Su cess t e
COLUMBIA SPORTSWEAR
BASELAYER FIXTURE
Columbia Sportswearâs Baselayer product offers exceptional
technical features and beneïŹts. The Baselayer ïŹxture system,
compatible with Columbiaâs existing program, makes the
most of those technical elements and the distinctive product
packaging. The concept was supported by a strategy
platform deïŹning consumer connection, point of difference,
and product attributes.
80
0
82. âș Success Stories
COLUMBIA SPORTSWEAR
BASELAYER FIXTURE
The most successful competitors in this product
category connect the dots between specific
product features and benefits to the end user.
Given the limited real estate available for
messaging, it made sense to lead with one strong
benefit: FACT â 20% warmer. The bold graphic
impact of Omni Heat adds a powerful visual
element to the presentation.
The Baselayer product appeals to some of the
most athletic and active of Columbiaâs consumers.
Theyâre more willing than most to try a new
product, especially if it comes with a clear benefit
that can improve their outdoor experience.
CONSUMER
CONNECTION
COMPETITIVE
DIFFERENTIATION
82
83. RETAIL MESSAGING
CONCEPTUAL DESIGN
DESIGN INTENT
ENGINEERING
PROTOTYPING
DISCOVERY
DEVELOPMENT
EXECUTION
EVALUATION
Technical products like Baselayer are purchased
as gear â more like equipment than apparel. The
deciding factors for consumers are functional
rather than aesthetic considerations.
FIXTURE
SOLUTION
PRODUCT
CHARACTERISTICS
83
86. âș Success Stories
COLUMBIA SPORTSWEAR
FIXTURE PROGRAM
Columbiaâs signature ïŹxture program elevates the brand and
its products, while being engineered for maximum compact
build, saving packaging and shipping cost. Built on common
components, the program is ïŹexible enough to work in all
channels of distribution from ïŹagship branded retail to big
box environments.
86
92. âș Success Stories
c sSo
THE NORTH FACE
FIXTURE PROGRAM
The North Face global retail program incorporates distinctive
and sustainable materials, including Plyboo and SkyBlend,
that maintain the signature aesthetic of The North Face
across retail, wholesale and co-op channels of distribution.
This program was redesigned and value engineered for
maximum compact build, reducing packing materials and
shipping costs.
92
101. Company Overview
Web Site
www.carlsongroupinc.com
Locations
USA:
HQ: Chicago
350 E. 22nd Street
Lombard, IL 60148
Contact:
Mark Adams, COO
mark.adams@carlsongroupinc.com
Additional OfïŹces:
Portland, OR
Los Angeles, CA
CHINA:
Shanghai
789 Zhaojiabang Road, 10th Floor Unit 3
Shanghai Jun Yao International Plaza
Shanghai, China 200032
Leadership
Greg Carlson, Principal
John Carlson, Principal
Mark Adams, Chief Operating OfïŹcer
Scott Reczek, Director of Finance
Jim Thompson, Director of Production
Brad Kurz, Creative Director
Sabine Liu, Managing Director, China
Charles Tracy, Program Services Director
Laura Dillon, Human Resources Director
Memberships
Path to Purchase Institute
A.R.E.
IDSA
Inception
1999
Incorporation
Oregon
Structure
S-privately held
Tax ID
93-12652222
Dun & Bradstreet Number / Rating
17-117-3219 / 1R3
101
SS-CO
102. Clients
Adidas America
Academy Sports + Outdoors
Ariat
Ashworth
Asics America
Babolat
Cabela's
Chaco
Claire's
Columbia Sportswear
Dickâs Sporting Goods
Dockers
Everlast
Helly Hansen
JanSport
Keen
Mountain Hardwear
New Balance
Nike
Nintendo
Nixon
Oakley
Onitsuka Tiger
Redington
Reebok
Reef
Rio Products
Sephora
Skechers
Sony
Sorel
Speedo
Sports Authority
TaylorMade-adidas Golf
Teva
The North Face
Timberland
Under Armour
Urban Decay
Vans
SS CLI
SS-CLI
103. Recognition
We are passionate about creating memorable retail experiences. Every so often, we are honored to be recognized for that
passion. Our work has garnered 17 Design of the Times Awards, 7 POPAI Outstanding Marketing at Retail Awards and special
recognition for sustainability and green awareness from ARE.
Timberland Pro Core Fixture Program
Timberland Kids Clubhouse
Timberland Womenâs Fixtures
The North Face Boise, ID
The North Face DSG Wardrober
adidas Outlet Program
Reef Denim and Tee Stacker
Reef Girls Nesting Table Set
Columbia Baselayer Fixture
SS-REC
104. Recognition
Asics Tech Tower
Asics Kayano POP Launch
Asics Counter Display
Nike One Counter Display
Taylor-Made TP Red/Black Ball Tower
adidasGolf Tour 360 Program
Nike Bauer Hockey Flexlite Display
Nike Pro Fixture H-Rack
SS-REC
105. DISCOVERY
Discovery is about aggregating your needs and project parameters while aligning that information
with the overall goals of the design. If needed, additional insights are gathered through market audits
and competitive brand assessments. Through this process design and merchandising principles are
established and reviewed with project stakeholders before concepting begins. These guidelines are
the lens through which all concepts are viewed.
Brand Interview
Program Strategy
Kickoff meeting with project stakeholders to
understand brand positioning as well as all
challenges and requirements of the project.
Determine an approach to guide concept
development and ensure solutions are in
alignment with consumer behavior and the
brand.
Retail Audit
Photographic documentation of current
in-store programs to identify trends, best
practices and opportunities.
Directives
Insights are translated into speciïŹc design
principles which are adhered to throughout
concept development.
Assessment
Summarize learnings and relate back to
project objectives.
SS-DIS
SS DIS
S
106. DEVELOPMENT
Conceptual Design
Beginning with loose, hand sketched concepts, our design process aims to build consensus
throughout development. By focusing on design principles deïŹned in Phase I, concepts are weighed
and evaluated according to project objectives. This allows the solution to evolve through a logical
progression of ideas, and eliminates subjectivity when choosing a ïŹnal design direction.
Deliverables*
R1
Loose sketches enable us to quickly visualize
big picture concepts without getting bogged
down in details.
âș 2D black and white sketches exploring
aesthetic direction and functionality
âș 2D color elevations exploring color usage,
graphic and logo treatments
R2
3D color renderings of individual ïŹxtures
explore materials and merchandising, with
sufïŹcient detail to communicate features and
functionality.
âș 3D color renderings with merchandise
âș 3D color shop conïŹgurations
âș Materials and ïŹnishes called-out, physical
samples provided
R3
Fully rendered 3D environments facilitate
internal buy-in for ïŹnal concepts before
proceeding to engineering and pricing.
âș SufïŹcient detail to direct engineering and
pricing
âș Final material board(s) provided
*Scope/deliverables vary by project
SS-DEV-CD
107. EXECUTION
Manufacturing
Global
Material / Component Disciplines
Domestic and offshore strategic partners
âș Wire and Metal
âș Wood
Capacity
âș Acrylic
USA : 3M+ square feet
âș Glass
CHINA : 13M+ square feet
âș Vacuum Forming
âș Injection Molding
Partner Attributes
âș Graphics
Trade speciïŹcâŠselection based on core
competency and expertise
âș Digital/Interactive
FlexibleâŠability to fabricate material and
components
âș Recycled
PerformanceâŠqualiïŹed and tested to TCGâs
performance standards
âș Textiles
âș Found Object
âș Sustainable, Green
BeneïŹts
China Operations
CapacityâŠallows for blended production and
risk mitigation
Shanghai
Located at Junyao International Plaza
Buying powerâŠnegotiation leverage through
multiple supplier sources
Operations
9 years
FlexibilityâŠnot tied to fabrication methods or
materials
Staff
Dedicated team focused
on QC / Compliance /
Logistics
Speed to marketâŠenabled by a network of
suppliers and blended options
Partners
Strategic relationships with
10 core suppliers
Volume
75% of production mix
generated in China
SS-EXE-MA
108. EXECUTION
Quality Control
Production Viability & Best
Practice
Consult extensively with supplier partners
during engineering phase to establish
best production methods for lowest cost
and highest quality of components and
assembled parts.
Fit & Function
Conduct tests to verify mating and
functionality of parts.
Test Pack-outs
Conduct test pack-outs to evaluate carton
performance and inner pack protection.
Sample Approval
Finished Goods Audit
Provide material and ïŹnish samples for
approval and use as control samples
during production.
Conduct inspection after assembly/packout to conïŹrm contents, ïŹt/function and
ease of assembly.
On-site Monitoring
Program Immersion
On-site inspection and monitoring
throughout production from work in
progress fabrication through assembly
and pack-out.
Complete extensive review sessions with
our program services team using a client
facing program playbook to enhance
ïŹeld performance and customer service
responsiveness.
First Article Review
Perform ïŹrst article inspections on all
component parts to assure compliance to
engineering speciïŹcation.
Tour
Provide on-site facility tours for project
stakeholders
SS-EXE-QC
109. EXECUTION
Program Services
Global program support for implementation of retail executions
Services
BeneïŹts
Warehousing & FulïŹllment
Inventory Management
Site Surveys
Installations
Logistics
Recycling
SimpliïŹed approach: EfïŹcient
consolidation of inventory and servicesâ
one stop shop for your direct to store
services.
Dedicated staff: Single point of contact
for all services.
Customer service: Direct response
communication protocols for your
programs.
Program immersion, ïŹeld support:
Extensive program review sessions with
our team using a client facing program
playbook to enhance direct ïŹeld support
and customer service responsiveness.
System Tools: MAS 500 ERP and
OnTrackâą proprietary system for order
fulïŹllment, real time inventory management
and tracking.
SS-EXE-PS1
110. EXECUTION
Program Services
Warehousing & FulïŹllment
Logistics
US, Canada, Europe and Brazil locations
1,000,000 sq ft
ISO and Lean certiïŹed
Complete pick and pack services
Store/shop rollouts
North America
Parcel â FedEx & UPS service
LTL
Air ride trailers
Pad wrap
Lift gate/ramp
Inside delivery
White glove
POD reporting
Inventory Management
ERP system managed, real time
Customizable reports usage, rolling, stock status, forecasting and
cycle counting
Site Surveys
Custom, speciïŹc surveys to ïŹt unique
scope of work and multiple locations.
CAD drawings available upon request.
Installations
Value added installation manual
Complete install services:
International
Global Distribution
Container/freight forwarding
Air freight
Recycling
End of life ïŹxtures and graphics
Obsolete inventory
Reporting:
âș Build outs
âș Recycled vs. landïŹll
âș Fixtures
âș Weight/% of material diverted from
landïŹlls
âș Graphics/Signage
âș RetroïŹt Kits
âș Info can be used for sustainability
marketing purposes
âș Electrical
Digital images and sign off sheets
provided within 48 hours of install.
SS-EXE-PS2
111. Our proprietary project management system allows you to manage more projects more efïŹciently.
It facilitates project ïŹow and communications into an effective, efïŹcient format that allows you to
schedule, communicate, organize, review and share important project milestones.
Features
âș Secure login
âș User access levels
âș Project snapshot, archives
âș On-line document approval, change
BeneïŹts
âș Centralized information
âș Speeds review, approvals
âș Streamlines project team communication
âș Portability, accessibility
âș Less stress
SS-PL
112. Our proprietary order fulïŹllment and inventory management tool features order cart entry, shipment
tracking, and inventory allocations by region or ïŹeld rep. It allows ïŹeld access to instruction sheets,
plan-o-grams and other important documents.
Features
Reports
âș Secure login
âș Inventory (program and rep)
âș User access levels
âș Location order history (by location)
âș Easy order entry
âș POD Tracking
âș Order history archive
âș Order status
âș Reporting
âș Activity (most or least ordered item)
âș On-hand inventory
âș Backorder
âș Backorder
âș Distribution
âș Critical re-ordering levels (timing)
âș Transportation
âș Trending (activity orders by item and
volume)
âș Allocation/order history (by users)
BeneïŹts
âș 24/7 access
âș Inventory levels by item/by rep
âș Rep selling tools and aids
âș Digital image of display with speciïŹc
information, such as instruction sheets and
plan-o-grams
âș Real time inventory tracking
SS-OT
OT
T
113. Prototype Review Book
Provides focus on consumer/shopper objectives and solutions. It shines a
pre-production spotlight on potential manufacturing problem areas while providing a place to
aggregate all stakeholder perspectives, comments and directives.
BeneïŹts
Features
âș Program consistency
âș Check list of all design and visual
merchandising solution objectives
âș SimpliïŹes project team decision
making, approvals
âș Material samples and alternatives
âș Eliminates misinterpretation,
translation errors
âș Renderings with merchandise to verify
capacity, shop-ability
âș Detailed documentation of all
changes, directives
âș Master CAD, engineering drawings to verify
ïŹt and function
âș Documentation of all program elements
SS-PRB
SS
114. Program Playbook
Supports consistency across formats and channels by providing a single source to reference
program drawings, shop layouts, assembly instructions and shipping information.
Features
BeneïŹts
âș Color renderings with merchandise
âș Main assembly drawings
âș Saves time and money by eliminating
guesswork
âș Floor plans, shop layouts
âș Streamlines communications
âș Instruction sheets
âș Reduces managerial oversight, workload
âș Customer service contact
âș Program training tool for on-boarding new
team members
SS-PP
115. Sell-in Guide
A user friendly vehicle to sell in programs to retail partners with a focus on retailer needs. It is a
visual representation of how solutions work on retail ïŹoors and has the added beneïŹt of fostering
future program acceptance and expansion.
Features
BeneïŹts
âș Description of ïŹxture element solutions,
visual merchandising suggestions
âș UniïŹed, consistent selling tool for achieving
retailer acceptance
âș Iterative ïŹoor plans/layouts help retailers
visualize program
âș Helps to push program into more doors
âș SKU assortment per ïŹxture
âș Helps to secure better retail ïŹoor position
SS-SIG
S SG
116. Installation Manual
Establishes global guidelines for achieving consistency in presentation. This manual provides the
framework for installtions to run on time, on budget and meet all of your expectations.
Features
BeneïŹts
âș Installation steps and procedures
âș Cost efïŹciencies through standardization
âș Item key and coded packaging descriptions
âș Distribution and location plan summaries
âș Minimizes surprises by addressing all
potential issues upfront
âș Elevations, ïŹoor plans, shop layouts
âș Streamlines communication
âș Merchandising and set-up details, call outs
âș Main assembly engineering
âș Instruction sheets
