Assortment Planning on Blue Yonder, for finance
Stock what sells. Cut what doesn't. Ward runs it off Blue Yonder, scoped to what a CFO owns.
How a CFO runs assortment off Blue Yonder
Here is assortment planning in plain terms. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
Your P&L surprises are born on the store floor. Ward filters to what a CFO can act on and drops the rest.
The mechanism. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Setup: Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy.
The short list
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
- Store cluster segmentation
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.
| Signal | Finding |
|---|---|
labor_efficiency | Rev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak |
inventory.fresh | Fresh fill 83%, backroom replenishment lag at 2–4p |
promo.lift | BOGO crackers cannibalized Brand Y by 28%, net category +6% |
Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.
labor_scheduling…
Reporting
Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.
| Model | Horizon | MAPE |
|---|---|---|
holt_winters | 4wk | 4.1% |
arima_sarimax | 13wk | 8.9% |
gbm_demand | 1wk | 2.1% |
bayes_hier | new store | 11.4% |
Sources
Connect external systems to the data lake.
| Name | Type | Last sync |
|---|---|---|
sap_pos_transactions | import | 2m ago |
sap_inventory_shrinkage | import | 2m ago |
sap_labor_scheduling | import | 14m ago |
retail_inventory_weekly | import | 1h ago |
retail_google_ads_daily | import | 1h ago |
retail_meta_ads_daily | import | 1h ago |
retail_ga4_website_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
finance-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
region-west-only | permit | Tenant::"acme" |
What Ward has eyes on.
Ward ingests Blue Yonder rather than replacing it. Demand forecasts, replenishment recommendations, allocation plans come across on a read-only connection, get enriched with contextual data, and come back as cards. Your Supply Chain is untouched.
Stock what sells. Cut what doesn't. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.
Why this combination
is its own problem.
Assortment Planning produces a lot of output that is technically correct and operationally useless to finance. Ward filters on whether the finding changes a decision a CFO can actually make.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward connects to Blue Yonder with read-only credentials and begins ingesting demand forecasts and replenishment recommendations. No config changes on your side. First daily cards arrive inside the first 48 hours.
-
02
Weeks 2 to 3: baselines
Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the daily cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Daily cards arrive on a daily cycle and get triaged like any other queue. Most teams find the volume settles into something one person clears in ten minutes. What matters is the action rate, not the alert count.
How Ward connects to Blue Yonder
Ward layers on top of Blue Yonder demand planning and replenishment. Ward watches what Blue Yonder recommends and flags when actual diverges from plan.
Setup: Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy.
Data Ward reads from Blue Yonder
Impact metrics with Blue Yonder
Data lake enrichment
Ward enriches Blue Yonder data with: Demand forecasts, POS actuals, Weather & events, Supplier fill rates, Competitor data
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Frequently asked questions
Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy. Data points include: Demand forecasts, Replenishment recommendations, Allocation plans, Exception alerts.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.
No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.
Related solutions
See what assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly
Find out what your data has been hiding.
Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.