Zoom Company is an Egyptian consulting firm established in 2012. It provides various business consulting services including retail consultation, expansions and franchising support, project management, training, and digital marketing. The company aims to support market development in Egypt and the Middle East. It has expertise in areas such as retail strategy, operations assessment, SOP development, and accountability matrix design. Zoom works with clients to analyze their businesses, identify issues, and develop tailored solutions and implementation plans.
6. RETAIL EXPERTS
Risk
CRM and DB
management
Project
management
KPI’s and
accountability
matrix
SOP’s and
control
manuals
Retail
strategy
Retail
assessment
Mystery
shoppers
programs
2011Expansionstraining
7. Products Portofolio
Consultation
Expansions /
franchising
Projects
management
Full responsibility for
certain changes of the
business or new projects
”CRM ,Mystry shoppers,
POS system,....”
Assesment
Design
Operation
Implementations
Geographical studies
in and outside
boarders and
implantations
Training
All required retail
training to all levels
9. Introduction
What will be the scope during this phase
Market Overview
What is the retail situation between other retailers at the same field.
Analysis of Retail Business
Financial analysis.
Identify variable expenses.
Reviewing the operations effectiveness.
Assessment of Retail Operations
Operational analysis.
Category management analysis
Staff Knowledge.
Output of this phase will be list of Key Issues & Solution Guidelines
Example for Consultations output
-Retail assessment
Having a deep look
into the current
retail situation
form the point
of view
• Operations
• Positions with
competitors
• Category.
• Atmosphere
10. Situational Analysis
Market Size & Segmentation
Retail size from the market.
Current retail position
Retail Strategy
Strategic Goals
Marketing Strategy
Expansion Strategy
Required strategically positioning from the key players.
Retail evolution with time plan.
Retail Values.
Retail differentiation.
Retail essence.
The output from this phase is to have a clear written
agreed strategy for the coming 5 years that will align
our moves toward the required goals.
Example for Consultations output
-Retail strategy
Workshop Outline
Proposition
Values
Personality
Essence
Retail needs to
evolve from its
current position to
another better
position
The transaction will
happen through
stages that should
be studied and
agreed before
implementation
11. SOP’s definition
What’s SOP’s?
SOP’s manual contents explanation.
SOP’s categorization
What’s the categories for SOP’s?
What’s the SOP’s belongs to each category?
Controls
Clear responsibility for each operation to be identified “JD’s”
Clear authorities matrix to be identified.
Output of this phase will be SOP’s manual reviewed by company
management
This phase followed by training and implementation of SOP’s.
Example for Consultations output
-SOP’s and control manuals
Dividing the big
operation into
small operations
with a clear
responsibilities
,authorities and
time frames to
create the pipe
line that ensure
having the
required full
picture
12. Accountability matrix
What does accountability matrix mean?
Accountability matrix design.
JD’s
KPI’s
What’s the key performance indicators for each person ?
How it will be measured?
How the results will be used to ensure operation effectiveness?
The output from this phase is to have clear accountability matrix with
clear KPI’s for each position with a clear measurement system.
Example for Consultations output
-KPI’s and accountability matrix
Workshop Outline
Clear authorities
and responsibilities
facilitate measuring
the performance
that will lead to
Focusing in
company goals as
per management
directions and KPI’s
settings
13. Consultations output Cont.
What we mentioned in the last few slides was examples for consultation project
outputs.
There will be more outputs and the most important outputs are that coming out
from assessment process findings that will be specific for your outlet status
One of the main outputs also is a quick wins actions if exists as it will be a simple
changes that will be implemented during the 1st phase and reflects on significant
changes either in revenues ,profits and/or operations controls and efficiency.
14. DIFFICULTIES
Resistance … usually old staff hate change except
loyal ones to the company or the owner.
Top management assertiveness will be required at
this point.
Restructuring ,Firing ,Hiring and staff
enhancement programs are is not an easy steps
to be for the staff and some time for the top
management and owners.
15. PROJECT
MANAGEMENT
Having access to get the suitable field
forces for any required activities
“Road shows, Surveys, promoters,
…..” consider a company edge in this
area due to good calibers.
Very strong back office and supervisor
team ensuring FF training ,results
accuracy ,results analysis ,simple and
to the point presentations to our
partners with decision support hints
based on the results.
16. Feed back
FF
FF
FF
FF
OUTLETSField Officers
Agency
Action order
Researched info.
Transfer data
Daily
weekly ,
Bi-weekly
And
monthly
Reports
Actions
Accepted
PM
Partner
Field force team
Back office
Data filtering
Reports generations
Reports revision
Recommended actions
Training
17. PROJECT MANAGEMENT
Road shows.
Mystery shoppers.
promoters
in-store trainings.
Surveys.
Gift items supply
Branding and merchandising .
Call center surveys.
18. PROJECT MANAGEMENT
CONT.
POS software system change management.
CRM design and implementations.
DB management.
Separating retail as BU.
Expenses management.
Category management.
Logistics management.
19. Example for project managements
-Mystery shoppers programs
Looking at your
Retail network
through different
eyes
Objectives of Mystery Shopping:
Clarifying why we need mystery shoppers.
How can we use this tool?
Designing mystery shoppers programs:
Deciding what we need from this program?
Designing the feedback sheets.
Deciding the required areas to be visited.
Deciding the frequency of visits.
Effective usage of the tool
Designing motivation program for the staff to be part of the program.
Output of this phase a complete Mystery shopper program with formats
and visits schedules and incentive program
Workshop Outline
20. CRM definition.
What’s CRM?
Why we need the CRM?
DB management
Sources of DB.
DB segmentation.
CRM Programs
Different programs ideas.
What’s the elements for the programs for specific retail.
CRM implementation .
CRM financial analysis.
Output of this phase is approved CRM program to be implemented.
This phase followed by training and implementation
Example for project managements
-CRM and DB management
Workshop Outline
‘“It costs 5 times as
much money to gain
a new customer
than it does to get a
current customer to
come back and do
business with you.”
21. EXPANSIONS/FRANCHISING
Increasing partner
own outlets
• Will be recommended
if existing shop
profitability is high.
• Higher expenses than
other models
Shop –in- Shop
• Will be recommended
for small products
specially
complementary
products.
• Lower cost and faster
access to existing
customers
Franchising
• Recommended if
having strong
management and
clear systems
• Different franchising
models can be used
to ensure success
22. HOW CAN HELPS IN EXPANSIONS
We can own the complete project till delivering the required
results
Increasing partner
own outlets
• Analysis to
recommend the areas
for expansions .
• Getting locations.
• Setup locations within
agreed timing frames.
Shop –in- Shop
• Recommend
locations.
• Negotiate with
owners.
• Kiosks
implementations.
Franchising
• Ensuring suitability of
working manuals.
• Choosing partners.
• Setting franchising
models.
• Training and auditing.
23. Expansions
What’s the different ways for retail expansions?
What’s available for our current situation?
What’s the expansions limits?
Needs for expansions.
Expansion financial models.
The output from this phase will be a clear expansion plan in
details with its financial impacts.
Expansion Implementation including
•Location findings.
•Shops design.
•Shops setup.
•Stuff hiring and training
Retail expansions
Workshop Outline
NO expansions
means shrinkage
on the long run.
Expansions doesn’t
only mean
geographical
expansion
24. TRAINING
Very specialized retail training focused in retail needs
Sales Rep.
4 days training
• Sales Techniques
• Customer
handling
• Merchandising.
• Shop daily
operations
Shop managers and
area managers
7 days training
• Shop daily
operations
• People
management.
• Complaint
handling.
• Shop Audit
• Merchandising.
• Stock levels.
• Targets settings
Category team and
managers
4 days training
• Stock levels
management
“OTB”.
• Pricing
techniques.
• Product launching
and phase out.
• Marketing
calendars
Techniques
Retail management
5 days training
• Financial analysis
• Category
management.
• Expansions
techniques.
• SOP’s ,SLA’s ,
KPI’s and JD’s.
• Target settings.
• Audits techniques
25. The company may support your
companies whenever possible
“Promoters services ,Training
required, reports ,analysis ,project
management…….etc So we need to
agree when and how we can
cooperate?