How to achieve operational excellence in your 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




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 2. What do retailers care about? 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.



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) Backoffice access to check/update data

Products, prices, promotions Efficiently handle stock accuracy Customer management

PEOPLE MANAGEMENT Autonomy from headquarters to create,

update or block users 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




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



Takeaways

All details are perfect, staff are executing correctly, otherwise she will detect it and apply measures

OPERATIONS

Backoffice access to check/update data Daily store monitoring (e.g cash events) Efficiently handle stock accuracy: many things depend on a good management of it!

PEOPLE MANAGEMENT

Autonomy from headquarters to create, update or block users

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

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