Customer · Lightspeed · VP Merchandising

VP Merchandising: customer straight off Lightspeed

Understand the person behind the basket. Ward runs it off Lightspeed, scoped to what a VP Merchandising owns.

How a VP Merchandising runs customer off Lightspeed Retail

What customer behavior does: Ward tracks basket composition shifts, daypart patterns, and customer segment migration.

Your category managers are drowning in spreadsheets. Ward pulls forward the signals that change a merchandising decision.

How Ward hands you Customer cards: Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.

How the connection works. Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access.

What you get

  • Basket composition trends
  • Daypart behavior modeling
  • Customer segment migration
  • Cross-sell opportunity detection
app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO 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.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin %
24.1%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
Customer on Lightspeed data, live product demo.

What Ward has eyes on.

Understand the person behind the basket. 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.

Ward reads straight from sales transactions, inventory counts, customer profiles from Lightspeed Retail on a read-only connection. Nothing is written back, and your POS configuration does not change. Lightspeed stays the system of record.

Why this combination
is its own problem.

A VP Merchandising rarely logs into Lightspeed. They read what someone else pulled out of it, two days later. Ward removes the two days and the someone else.

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward sits on top of Lightspeed Retail with read-only credentials and begins ingesting sales transactions and inventory counts. No config changes on your side. First cards arrive in two days.

  2. 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.

  3. 03

    Weeks 4 to 12: operating rhythm

    Insight cards arrive every morning 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 Lightspeed Retail

Ward integrates with Lightspeed Retail POS for specialty and boutique retailers. In-store transaction data powers customer behavior and assortment insight cards.

Setup: Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access.

Data Ward reads from Lightspeed

Sales transactions
Inventory counts
Customer profiles
Purchase orders
Employee performance

Impact metrics with Lightspeed

Customer LTV
Lapsing buyers flagged
Purchase cadence and segment data reveal re-engagement windows.
Conversion Rate
Staffing-timing link found
Transaction data reveals which staff and hour combos convert.
Revenue per SKU
Whitespace identified
Underperformers and assortment gaps surfaced from sales data.
Inventory Accuracy
Count-to-velocity matched
Inventory counts reconciled against POS sell-through live.

Data lake enrichment

Ward enriches Lightspeed data with: Sales transactions, Customer profiles, Weather & events, Competitor data, Demographic data

Your category managers are drowning in spreadsheets.

Pain points
  • ×Promo planning still runs off last year's playbook
  • ×Assortment reviews happen quarterly when they should happen daily
  • ×Price changes chase the market a week behind it
  • ×No visibility into true cannibalization across categories
  • ×Vendor negotiations lack real-time sell-through evidence
How Ward helps
  • Insight cards flag promo cannibalization the day it happens
  • Assortment gaps and whitespace opportunities surface automatically
  • Price elasticity shifts detected before margin erosion compounds
  • Category-level performance cards replace manual spreadsheet reviews
  • Vendor scorecards generated from actual fill rate and quality data

Retailers lose an estimated $300B+ annually to suboptimal assortment and promotional decisions. Source: McKinsey & Company

Frequently asked questions

Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access. Data points include: Sales transactions, Inventory counts, Customer profiles, Purchase orders, Employee performance.

Your category managers are drowning in spreadsheets. Ward solves this with automated insight cards: Insight cards flag promo cannibalization the day it happens. Assortment gaps and whitespace opportunities surface automatically. Price elasticity shifts detected before margin erosion compounds.

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.

See what customer 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.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info