Industry Playbooks

Step-by-step transformation guides tailored to your industry

Accounts Payable & Receivable for Retail

Retail

Step-by-step transformation guide for implementing Accounts Payable & Receivable in Retail organizations.

6-9 months
6 phases
95%

Advanced Analytics & Reporting for Retail

Retail

Step-by-step transformation guide for implementing Advanced Analytics & Reporting in Retail organizations.

4-6 months
5 phases
95%

Advanced Inventory Optimization & AI Forecasting for Retail

Retail

Step-by-step transformation guide for implementing Advanced Inventory Optimization & AI Forecasting in Retail organizations.

12-18 months
5 phases
95%

AI Shopping Assistant for Retail

Retail

Step-by-step transformation guide for implementing AI Shopping Assistant in Retail organizations.

4-6 months
5 phases
95%

AI-Powered Knowledge Management for Retail

Retail

Step-by-step transformation guide for implementing AI-Powered Knowledge Management in Retail organizations.

3-5 months
6 phases
95%

Allocation & Replenishment Optimization for Retail

Retail

Step-by-step transformation guide for implementing Allocation & Replenishment Optimization in Retail organizations.

4-6 months
6 phases
95%

Assortment Planning & Optimization for Retail

Retail

Step-by-step transformation guide for implementing Assortment Planning & Optimization in Retail organizations.

4-6 months
5 phases
95%

B2B Catalog & Punchout for Retail

Retail

Step-by-step transformation guide for implementing B2B Catalog & Punchout in Retail organizations.

6-9 months
5 phases
95%

BOPIS (Buy Online, Pick-up In Store) for Retail

Retail

Step-by-step transformation guide for implementing BOPIS (Buy Online, Pick-up In Store) in Retail organizations.

3-6 months
5 phases
95%

Budgeting & Forecasting (FP&A) for Retail

Retail

Step-by-step transformation guide for implementing Budgeting & Forecasting (FP&A) in Retail organizations.

9-15 months
4 phases
92%

Business Intelligence & Data Visualization for Retail

Retail

Step-by-step transformation guide for implementing Business Intelligence & Data Visualization in Retail organizations.

3-6 months
4 phases
92%

Buy Now, Pay Later (BNPL) for Retail

Retail

Step-by-step transformation guide for implementing Buy Now, Pay Later (BNPL) in Retail organizations.

1-2 months
5 phases
95%

Carbon footprint tracking, sustainable sourcing verification, waste reduction programs, energy monitoring, sustainability scorecards, and ESG reporting for Retail

Retail

Step-by-step transformation guide for implementing Carbon footprint tracking, sustainable sourcing verification, waste reduction programs, energy monitoring, sustainability scorecards, and ESG reporting in Retail organizations.

6-12 months
5 phases
95%

Churn Prediction & Prevention for Retail

Retail

Step-by-step transformation guide for implementing Churn Prediction & Prevention in Retail organizations.

3-5 months
4 phases
92%

Clienteling for Retail

Retail

Step-by-step transformation guide for implementing Clienteling in Retail organizations.

4-6 months
5 phases
95%

Compensation & Benefits Administration for Retail

Retail

Step-by-step transformation guide for implementing Compensation & Benefits Administration in Retail organizations.

6-9 months
4 phases
92%

Comprehensive quality planning, inspection execution, non-conformance management, CAPA workflows, and quality analytics for continuous improvement for Retail

Retail

Step-by-step transformation guide for implementing Comprehensive quality planning, inspection execution, non-conformance management, CAPA workflows, and quality analytics for continuous improvement in Retail organizations.

6-12 months
5 phases
95%

Content Management & Personalization for Retail

Retail

Step-by-step transformation guide for implementing Content Management & Personalization in Retail organizations.

6-9 months
5 phases
95%

Contract & Agreement Management for Retail

Retail

Step-by-step transformation guide for implementing Contract & Agreement Management in Retail organizations.

3-9 months
5 phases
95%

Contract Lifecycle Management (CLM) for Retail

Retail

Step-by-step transformation guide for implementing Contract Lifecycle Management (CLM) in Retail organizations.

9-15 months
5 phases
95%

Conversational AI Chatbot for Retail

Retail

Step-by-step transformation guide for implementing Conversational AI Chatbot in Retail organizations.

4-6 months
4 phases
92%

Credit & Payment Terms Management for Retail

Retail

Step-by-step transformation guide for implementing Credit & Payment Terms Management in Retail organizations.

6-9 months
5 phases
95%

Cross-Docking & Flow-Through for Retail

Retail

Step-by-step transformation guide for implementing Cross-Docking & Flow-Through in Retail organizations.

6-12 months
5 phases
95%

Cryptocurrency & Digital Wallet Payments for Retail

Retail

Step-by-step transformation guide for implementing Cryptocurrency & Digital Wallet Payments in Retail organizations.

3-6 months
5 phases
95%

Customer Community Management for Retail

Retail

Step-by-step transformation guide for implementing Customer Community Management in Retail organizations.

4-6 months
5 phases
95%

Customer Data Platform (CDP) for Retail

Retail

Step-by-step transformation guide for implementing Customer Data Platform (CDP) in Retail organizations.

4-6 months
4 phases
92%

Customer Journey Mapping for Retail

Retail

Step-by-step transformation guide for implementing Customer Journey Mapping in Retail organizations.

2-4 months
6 phases
95%

Customer Journey Orchestration for Retail

Retail

Step-by-step transformation guide for implementing Customer Journey Orchestration in Retail organizations.

6-9 months
4 phases
92%

Customer Lifetime Value (CLV) Optimization for Retail

Retail

Step-by-step transformation guide for implementing Customer Lifetime Value (CLV) Optimization in Retail organizations.

5-6 months
4 phases
92%

Customer Service & Support for Retail

Retail

Step-by-step transformation guide for implementing Customer Service & Support in Retail organizations.

4-6 months
6 phases
95%

Cybersecurity Operations (SecOps) for Retail

Retail

Step-by-step transformation guide for implementing Cybersecurity Operations (SecOps) in Retail organizations.

12-24 months
5 phases
95%

Data Governance & Privacy for Retail

Retail

Step-by-step transformation guide for implementing Data Governance & Privacy in Retail organizations.

6-12 months
5 phases
95%

Data Integration & ETL for Retail

Retail

Step-by-step transformation guide for implementing Data Integration & ETL in Retail organizations.

6-9 months
6 phases
95%

Data Privacy & Security Compliance for Retail

Retail

Step-by-step transformation guide for implementing Data Privacy & Security Compliance in Retail organizations.

9-15 months
5 phases
95%

Data Quality Management for Retail

Retail

Step-by-step transformation guide for implementing Data Quality Management in Retail organizations.

4-6 months
5 phases
95%

Demand Forecasting & Sensing for Retail

Retail

Step-by-step transformation guide for implementing Demand Forecasting & Sensing in Retail organizations.

4-6 months
4 phases
92%

Demand Planning & Forecasting for Retail

Retail

Step-by-step transformation guide for implementing Demand Planning & Forecasting in Retail organizations.

6-9 months
5 phases
95%

Email Marketing & Automation for Retail

Retail

Step-by-step transformation guide for implementing Email Marketing & Automation in Retail organizations.

5-6 months
5 phases
95%

Employee Engagement & Relations for Retail

Retail

Step-by-step transformation guide for implementing Employee Engagement & Relations in Retail organizations.

4-6 months
4 phases
92%

Employee Onboarding & Offboarding for Retail

Retail

Step-by-step transformation guide for implementing Employee Onboarding & Offboarding in Retail organizations.

4-8 months
6 phases
95%

End-to-end purchase order lifecycle management including creation, approvals, change management, goods receipt matching, expediting, and analytics for Retail

Retail

Step-by-step transformation guide for implementing End-to-end purchase order lifecycle management including creation, approvals, change management, goods receipt matching, expediting, and analytics in Retail organizations.

6-12 months
6 phases
95%

Endless Aisle for Retail

Retail

Step-by-step transformation guide for implementing Endless Aisle in Retail organizations.

4-6 months
5 phases
95%

Energy Management & Sustainability for Retail

Retail

Step-by-step transformation guide for implementing Energy Management & Sustainability in Retail organizations.

6-12 months
4 phases
92%

Experience Testing & Optimization for Retail

Retail

Step-by-step transformation guide for implementing Experience Testing & Optimization in Retail organizations.

2-3 months
4 phases
92%

Facilities Management & Maintenance for Retail

Retail

Step-by-step transformation guide for implementing Facilities Management & Maintenance in Retail organizations.

9-15 months
5 phases
95%

Financial Reporting & Consolidation for Retail

Retail

Step-by-step transformation guide for implementing Financial Reporting & Consolidation in Retail organizations.

6-9 months
6 phases
95%

General Ledger & Financial Close for Retail

Retail

Step-by-step transformation guide for implementing General Ledger & Financial Close in Retail organizations.

9-12 months
4 phases
92%

HR Compliance & Reporting for Retail

Retail

Step-by-step transformation guide for implementing HR Compliance & Reporting in Retail organizations.

6-9 months
5 phases
95%

In-Store Compliance & Audits for Retail

Retail

Step-by-step transformation guide for implementing In-Store Compliance & Audits in Retail organizations.

3-6 months
5 phases
95%

In-Store Fulfillment Optimization for Retail

Retail

Step-by-step transformation guide for implementing In-Store Fulfillment Optimization in Retail organizations.

3-6 months
5 phases
95%

Influencer & Affiliate Marketing for Retail

Retail

Step-by-step transformation guide for implementing Influencer & Affiliate Marketing in Retail organizations.

4-6 months
5 phases
95%

Infrastructure Operations & Monitoring (AIOps) for Retail

Retail

Step-by-step transformation guide for implementing Infrastructure Operations & Monitoring (AIOps) in Retail organizations.

12-18 months
5 phases
95%

Inventory Optimization & Allocation for Retail

Retail

Step-by-step transformation guide for implementing Inventory Optimization & Allocation in Retail organizations.

6-12 months
5 phases
95%

IT Asset Management (ITAM) for Retail

Retail

Step-by-step transformation guide for implementing IT Asset Management (ITAM) in Retail organizations.

6-12 months
6 phases
95%

IT Service Management (ITSM) for Retail

Retail

Step-by-step transformation guide for implementing IT Service Management (ITSM) in Retail organizations.

6-9 months
5 phases
95%

Last-Mile Delivery & Returns for Retail

Retail

Step-by-step transformation guide for implementing Last-Mile Delivery & Returns in Retail organizations.

4-6 months
5 phases
95%

Learning & Development for Retail

Retail

Step-by-step transformation guide for implementing Learning & Development in Retail organizations.

6-9 months
4 phases
92%

Legal Operations & Matter Management for Retail

Retail

Step-by-step transformation guide for implementing Legal Operations & Matter Management in Retail organizations.

6-9 months
5 phases
95%

Legal Spend Management for Retail

Retail

Step-by-step transformation guide for implementing Legal Spend Management in Retail organizations.

6-9 months
5 phases
95%

Loyalty Program Management for Retail

Retail

Step-by-step transformation guide for implementing Loyalty Program Management in Retail organizations.

4-6 months
6 phases
95%

Marketing Attribution & ROI Measurement for Retail

Retail

Step-by-step transformation guide for implementing Marketing Attribution & ROI Measurement in Retail organizations.

6-12 months
5 phases
95%

Marketing Attribution Modeling for Retail

Retail

Step-by-step transformation guide for implementing Marketing Attribution Modeling in Retail organizations.

4-6 months
4 phases
92%

Marketing Automation & Orchestration for Retail

Retail

Step-by-step transformation guide for implementing Marketing Automation & Orchestration in Retail organizations.

6-9 months
5 phases
95%

Marketing Mix Modeling (MMM) for Retail

Retail

Step-by-step transformation guide for implementing Marketing Mix Modeling (MMM) in Retail organizations.

6-9 months
6 phases
95%

Master Data Management (MDM) for Retail

Retail

Step-by-step transformation guide for implementing Master Data Management (MDM) in Retail organizations.

9-15 months
5 phases
95%

Merchandise Financial Planning (MFP) for Retail

Retail

Step-by-step transformation guide for implementing Merchandise Financial Planning (MFP) in Retail organizations.

4-6 months
6 phases
95%

Merchandising Analytics & Insights for Retail

Retail

Step-by-step transformation guide for implementing Merchandising Analytics & Insights in Retail organizations.

3-6 months
5 phases
95%

Mobile App Experience for Retail

Retail

Step-by-step transformation guide for implementing Mobile App Experience in Retail organizations.

9-15 months
4 phases
92%

Multi-User Buying & Approvals for Retail

Retail

Step-by-step transformation guide for implementing Multi-User Buying & Approvals in Retail organizations.

3-6 months
5 phases
95%

Network Optimization for Retail

Retail

Step-by-step transformation guide for implementing Network Optimization in Retail organizations.

3-6 months
6 phases
95%

Next Best Action (NBA) for Retail

Retail

Step-by-step transformation guide for implementing Next Best Action (NBA) in Retail organizations.

4-6 months
5 phases
95%

Omnichannel Commerce for Retail

Retail

Step-by-step transformation guide for implementing Omnichannel Commerce in Retail organizations.

6-12 months
5 phases
95%

Omnichannel Orchestration for Retail

Retail

Step-by-step transformation guide for implementing Omnichannel Orchestration in Retail organizations.

4-6 months
4 phases
92%

Order Fulfillment Orchestration for Retail

Retail

Step-by-step transformation guide for implementing Order Fulfillment Orchestration in Retail organizations.

9-12 months
5 phases
95%

Paid Advertising Management for Retail

Retail

Step-by-step transformation guide for implementing Paid Advertising Management in Retail organizations.

6-9 months
5 phases
95%

Payment Orchestration for Retail

Retail

Step-by-step transformation guide for implementing Payment Orchestration in Retail organizations.

2-4 months
5 phases
95%

Performance Management for Retail

Retail

Step-by-step transformation guide for implementing Performance Management in Retail organizations.

6-9 months
4 phases
92%

Point of Sale (POS) for Retail

Retail

Step-by-step transformation guide for implementing Point of Sale (POS) in Retail organizations.

3-6 months
6 phases
95%

Predictive Analytics & Machine Learning Platform for Retail

Retail

Step-by-step transformation guide for implementing Predictive Analytics & Machine Learning Platform in Retail organizations.

6-12 months
5 phases
95%

Predictive Analytics Platform for Retail

Retail

Step-by-step transformation guide for implementing Predictive Analytics Platform in Retail organizations.

6-12 months
5 phases
95%

Pricing & Markdown Management for Retail

Retail

Step-by-step transformation guide for implementing Pricing & Markdown Management in Retail organizations.

6-12 months
6 phases
95%

Proactive Customer Engagement for Retail

Retail

Step-by-step transformation guide for implementing Proactive Customer Engagement in Retail organizations.

2-4 months
6 phases
95%

Procurement & Strategic Sourcing for Retail

Retail

Step-by-step transformation guide for implementing Procurement & Strategic Sourcing in Retail organizations.

6-9 months
4 phases
92%

Product Information Management (PIM) for Retail

Retail

Step-by-step transformation guide for implementing Product Information Management (PIM) in Retail organizations.

6-12 months
5 phases
95%

Promotional Campaign Management for Retail

Retail

Step-by-step transformation guide for implementing Promotional Campaign Management in Retail organizations.

4-6 months
6 phases
95%

Quote-to-Order Management for Retail

Retail

Step-by-step transformation guide for implementing Quote-to-Order Management in Retail organizations.

3-6 months
5 phases
95%

Real-Time Dashboards & Alerts for Retail

Retail

Step-by-step transformation guide for implementing Real-Time Dashboards & Alerts in Retail organizations.

3-5 months
4 phases
92%

Real-Time Operational Dashboards for Retail

Retail

Step-by-step transformation guide for implementing Real-Time Operational Dashboards in Retail organizations.

3-4 months
6 phases
95%

Real-Time Store Inventory Visibility for Retail

Retail

Step-by-step transformation guide for implementing Real-Time Store Inventory Visibility in Retail organizations.

6-12 months
6 phases
95%

Real-time supplier scorecarding, performance monitoring, risk assessment, and collaborative development programs for Retail

Retail

Step-by-step transformation guide for implementing Real-time supplier scorecarding, performance monitoring, risk assessment, and collaborative development programs in Retail organizations.

6-12 months
4 phases
92%

Regulatory Compliance Monitoring for Retail

Retail

Step-by-step transformation guide for implementing Regulatory Compliance Monitoring in Retail organizations.

12-15 months
6 phases
95%

Regulatory compliance tracking, product safety and recall management, ingredient compliance, labeling verification, and testing coordination for Retail

Retail

Step-by-step transformation guide for implementing Regulatory compliance tracking, product safety and recall management, ingredient compliance, labeling verification, and testing coordination in Retail organizations.

6-12 months
4 phases
92%

Reserve in Store for Retail

Retail

Step-by-step transformation guide for implementing Reserve in Store in Retail organizations.

2-4 months
5 phases
95%

Return to Store (BORIS - Buy Online, Return In Store) for Retail

Retail

Step-by-step transformation guide for implementing Return to Store (BORIS - Buy Online, Return In Store) in Retail organizations.

3-6 months
4 phases
92%

Revenue Recognition Automation for Retail

Retail

Step-by-step transformation guide for implementing Revenue Recognition Automation in Retail organizations.

4-6 months
5 phases
95%

Revenue Recognition for Retail

Retail

Step-by-step transformation guide for implementing Revenue Recognition in Retail organizations.

9-12 months
5 phases
95%

Reviews & Ratings Management for Retail

Retail

Step-by-step transformation guide for implementing Reviews & Ratings Management in Retail organizations.

3-4 months
5 phases
95%

Risk Management for Retail

Retail

Step-by-step transformation guide for implementing Risk Management in Retail organizations.

12-18 months
5 phases
95%

Safety & Security Management for Retail

Retail

Step-by-step transformation guide for implementing Safety & Security Management in Retail organizations.

9-15 months
5 phases
95%

Sales & Operations Planning (S&OP) for Retail

Retail

Step-by-step transformation guide for implementing Sales & Operations Planning (S&OP) in Retail organizations.

6-9 months
4 phases
92%

Search Experience Optimization for Retail

Retail

Step-by-step transformation guide for implementing Search Experience Optimization in Retail organizations.

4-6 months
6 phases
95%

Ship from Store for Retail

Retail

Step-by-step transformation guide for implementing Ship from Store in Retail organizations.

6-9 months
5 phases
95%

Shrink & Loss Prevention for Retail

Retail

Step-by-step transformation guide for implementing Shrink & Loss Prevention in Retail organizations.

3-9 months
5 phases
95%

Social Media Management for Retail

Retail

Step-by-step transformation guide for implementing Social Media Management in Retail organizations.

3-4 months
6 phases
95%

Space Planning & Utilization for Retail

Retail

Step-by-step transformation guide for implementing Space Planning & Utilization in Retail organizations.

12-24 months
5 phases
95%

Store Banking & Cash Reconciliation for Retail

Retail

Step-by-step transformation guide for implementing Store Banking & Cash Reconciliation in Retail organizations.

3-6 months
4 phases
92%

Store Communications & Execution for Retail

Retail

Step-by-step transformation guide for implementing Store Communications & Execution in Retail organizations.

6-12 months
5 phases
95%

Store Labor Scheduling for Retail

Retail

Step-by-step transformation guide for implementing Store Labor Scheduling in Retail organizations.

6-9 months
5 phases
95%

Store Task Management for Retail

Retail

Step-by-step transformation guide for implementing Store Task Management in Retail organizations.

3-6 months
5 phases
95%

Subscription Billing & Recurring Payments for Retail

Retail

Step-by-step transformation guide for implementing Subscription Billing & Recurring Payments in Retail organizations.

3-4 months
5 phases
95%

Supplier Collaboration Platform for Retail

Retail

Step-by-step transformation guide for implementing Supplier Collaboration Platform in Retail organizations.

3-6 months
4 phases
92%

Supply Chain Control Tower for Retail

Retail

Step-by-step transformation guide for implementing Supply Chain Control Tower in Retail organizations.

6-12 months
6 phases
95%

Talent Acquisition & Recruiting for Retail

Retail

Step-by-step transformation guide for implementing Talent Acquisition & Recruiting in Retail organizations.

6-12 months
5 phases
95%

Tax Management for Retail

Retail

Step-by-step transformation guide for implementing Tax Management in Retail organizations.

9-12 months
6 phases
95%

Time & Attendance Management for Retail

Retail

Step-by-step transformation guide for implementing Time & Attendance Management in Retail organizations.

4-6 months
5 phases
95%

Transportation & Logistics Management for Retail

Retail

Step-by-step transformation guide for implementing Transportation & Logistics Management in Retail organizations.

4-6 months
4 phases
92%

Treasury & Cash Management for Retail

Retail

Step-by-step transformation guide for implementing Treasury & Cash Management in Retail organizations.

9-12 months
6 phases
95%

Vendor & Contractor Management for Retail

Retail

Step-by-step transformation guide for implementing Vendor & Contractor Management in Retail organizations.

6-9 months
4 phases
92%

Voice Commerce for Retail

Retail

Step-by-step transformation guide for implementing Voice Commerce in Retail organizations.

3-5 months
6 phases
95%

Voice of Customer (VoC) Analytics for Retail

Retail

Step-by-step transformation guide for implementing Voice of Customer (VoC) Analytics in Retail organizations.

3-4 months
5 phases
95%

Voice of Customer (VoC) Intelligence for Retail

Retail

Step-by-step transformation guide for implementing Voice of Customer (VoC) Intelligence in Retail organizations.

4-6 months
5 phases
95%

Warehouse Management Systems (WMS) for Retail

Retail

Step-by-step transformation guide for implementing Warehouse Management Systems (WMS) in Retail organizations.

6-12 months
4 phases
92%

Web Personalization & Optimization for Retail

Retail

Step-by-step transformation guide for implementing Web Personalization & Optimization in Retail organizations.

6-9 months
5 phases
95%

Workforce Planning & Analytics for Retail

Retail

Step-by-step transformation guide for implementing Workforce Planning & Analytics in Retail organizations.

9-15 months
5 phases
95%