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EncartaLabs

Blue Yonder Assortment Optimization

( Duration: 2 Days )

This Blue Yonder Assortment Optimization training course covers the basic features and functionalities of the Assortment Optimization solution. Through a combination of concepts and exercises, you will learn how Assortment Optimization enables you to create and assign strategies and tactics to one or more product hierarchies across multiple assortments. Tactics can be created to consider inventory requirements, space constraints, financial goals, transferable demand, ranking and indexing facilities, and product families.

The Blue Yonder Assortment Optimization workshop is ideal for:

  • End Users
  • Super Users

COURSE AGENDA

1

AO Overview

  • Explain where Assortment Optimization fits in the overall Category Management solution
  • Identify the benefits of Assortment Optimization
  • Explain the high-level process of Assortment Optimization
  • Describe the purpose of tactics in Assortment Optimization
2

Navigation the Interface

  • Explain how to activate and configure the Assortment Optimization (AO) interface
  • List the steps to open the AO application
  • Navigate through Quick Access Toolbar, Ribbon, Views Pane, and Main Window
3

Importing & Configuring Data

  • Explain how an Assortment Optimization project can be created
  • Explore the features and functionalities of Import, Data Editor, Assortment Tree Editor, ProductTree Editor, and Spreads and Roll-Ups views
4

Assigning Planogram Space

  • Explore the options available in Space Definition
  • Identify the key functions of Store Assignment
5

Creating Tactics

  • Explore the different types of tactics available in Assortment Optimization (AO)
  • Identify the features and functions of each tactic
6

Calculating an Assortment

  • Explore the features and functionalities of Analysis Chart, Scorecard, Calculation, Finalize, Assortment Review, Visual Assortment, Review, and Product Matrix views
7

Implementing AO Recommendations

  • Explore the features and functionalities of the Tables and Charts view
8

Incorporating Minimum Product Recommendations

  • Apply the Exclude tactic and Product Count tactic
9

Incorporating Product-Specific Rules

  • Apply the Product Family, Linking, and Replacement tactics
10

Incorporating Transferable Demand to Your Assortment Tactics

  • Describe the steps to create node-based and attribute-based Transferable Demand tactics
  • Describe the steps to review Transferable Demand assortment results using the Quantification view
11

Working with dunnhumby

  • List the challenges of customer data science
  • Describe the benefits expected from Assortment Optimization (AO) and dunnhumby integration
  • Explain the steps to create a project based on the dunnhumby data
12

Working with Assortment Generator

  • Identify the features and functionalities of Assortment Generator
13

Integrating Assortment Recommendations with Space Planning

  • Explain how Assortment Optimization (AO) and Space Planning are integrated
  • Describe the steps to import assortment data into Space Planning

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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