Furniture · Customer · Epicor · Head of IT

Customer Behavior: Furniture retail, Epicor data, Technology decisions

A furniture Head of IT on Epicor should not be hunting for customer problems. Ward surfaces them daily.

Customer Behavior for Furniture on Epicor, scoped to technology

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

Applied to Furniture Manufacturing & Retail, the surface area is 10,000+ SKUs throughout locations. ERP-locked production data, long lead times, and margin erosion you don't see until quarter-end. Ward connects your internal systems and surfaces what matters.

The business wants AI. You sign off on the architecture. Ward raises the inputs that change a technology decision.

How it runs. 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 Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.

The short list

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

Chat

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

Why is upholstery margin down four points this quarter?
You · 9:42 AM
Schema Scout · routed to Margin Agent

I pulled upholstery cost of goods by BOM line against the last price file. Three quarters of the drop is material and freight, not discounting.

SignalFinding
bom_cost_actualsFoam and frame stock +9.2% since the March price file, never carried to list
freight.inboundInbound container cost +$412 per unit-equivalent on the Vietnam lane
channel.mixWholesale share up 6pp, and wholesale runs 11pp under DTC margin

Recommend: reprice the six affected SKUs at the next list cycle, quote the alternate foam vendor, and hold wholesale allocation flat until list catches up.

11 parallel queries 4 sources cited confidence 0.90
Show me the SKU-level margin waterfall.
You · 9:43 AM
Margin Agent · building waterfall
Querying bom_cost_actuals
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
$19.8M
+1.8% WoW
Gross margin, upholstery
42.1%
−4.1pp
Order-to-delivery, custom
14.2 wks
+1.9 wks
Aged inventory, 180+ days
$6.4M
+$1.2M
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
epicor_production_stage_logimport2m ago
epicor_bom_cost_actualsimport2m ago
sap_inventory_snapshotimport14m ago
netsuite_sales_ordersimport1h ago
retail_showroom_posimport1h ago
retail_freight_inboundimport1h ago
retail_dealer_ordersimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
finance-read-defaultpermitModel::*
sourcing-read-bompermitModel::"bom_cost_actuals"
dealer-blockedforbidModel::"bom_*"
plant-read-productionpermitModel::"production_stage_log"
Customer for Furniture on Epicor data, live product demo.

Why Customer matters for Furniture retail

A furniture purchase is a considered, weeks-long decision that crosses the website, the showroom, and the sales associate. The path rarely shows up in one system, so the research a customer did online before buying on the floor goes uncredited. Ward stitches the journey across channels and surfaces where high-intent shoppers stall, so you can shorten the path from first visit to delivered order.

Why this combination
is its own problem.

The technology problem in furniture retail is not missing data. It is that inventory carrying cost, order-to-delivery cycle, gross margin by channel live in different systems on different refresh schedules, and reconciling them is a person-week. Ward does the reconciliation and delivers the two-line version.

  • 01 A long, multi-visit consideration cycle is scored with single-session conversion metrics that make high-intent shoppers look like bounces.
  • 02 Sales-associate influence is invisible in the data, hiding which associates and behaviors actually move a considered purchase to close.

Benchmarks. Furniture purchase cycles commonly span two to six weeks with three or more touchpoints across channels. Retailers that connect the online-to-showroom path and act on it typically lift close rates on considered categories by high single to low double digits, mostly by removing friction between research and purchase.

What Ward has eyes on.

Every one of your locations gets its own baseline. Ward tracks inventory carrying cost, order-to-delivery cycle, gross margin by channel against it and surfaces only the deviations that hold up. The two that show up most in furniture retail are disconnected ERP, warehouse, and POS systems and custom/configurable SKUs that break standard reporting, and both are baseline problems before they are P&L problems.

Ward reads straight from sales orders, inventory, purchase orders from Epicor on a read-only connection. Nothing is written back, and your ERP configuration does not change. Epicor stays the system of record.

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.

At the metric level. Ward tracks cross-channel journeys from first web session to delivered order, measures dwell time and repeat visits on considered pieces, identifies the online tools that predict a showroom close, and segments by considered-purchase category. The long decision cycle means the highest-value signal is intent over weeks, not a single-session conversion.

Signals · Web sessions and planner activity, quote and lead records, showroom visit logs, associate attribution, order and delivery history, and segment overlays.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Epicor. Ward reads sales orders, inventory, purchase orders and starts building baselines. First daily cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  2. 02

    Weeks 2 to 3: calibration

    Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.

  3. 03

    Weeks 4 to 12: steady state

    Ward hands you findings on a daily cycle, each with the driver and a recommended action. Volume settles at a level a single person can read over coffee. The measure of success is not how many cards arrive, it is how many get acted on.

How Ward connects to Epicor

Ward integrates with Epicor for home improvement, furniture, and building supply retailers. Inventory, purchasing, production, and sales data power insight cards.

Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.

Data Ward reads from Epicor

Sales orders
Inventory
Purchase orders
Customer accounts
Pricing tiers
Vendor performance

Impact metrics with Epicor

Seasonal Accuracy
Pre-buy timing sharpened
Weather and event signals calibrate seasonal positioning.
Project Basket Value
Cross-sell patterns found
Project purchasing sequences reveal attachment opportunities.
Vendor Fill Rate
Degradation caught early
Fill rate drops flagged before shelf impact materializes.
Inventory Carrying Cost
Slow-movers identified
Demand-aligned ordering frees capital tied in dead stock.

Data lake enrichment

Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards

The business wants AI. You sign off on the architecture.

Pain points
  • ×Business sponsor already chose the vendor. You inherit the security review
  • ×Every AI vendor wants write access and a copy of the production data
  • ×Model lock-in means rewriting the stack when GPT or Claude moves again
  • ×Audit trail is an afterthought. Compliance has nothing to pull on
  • ×Data lake project keeps getting bumped for the next thing the business wants
How Ward helps
  • Federated query: data stays in your warehouse. No copies, no shadow lake
  • Read-only credentials. Cedar policies enforce least-privilege per agent
  • LLM-agnostic. Anthropic, OpenAI, Gemini, Ollama. Bring your own keys
  • Every query, every model, every source logged. SIEM-ready audit output
  • VPC peering, PrivateLink, SOC 2 II. Your security review is short

74% of enterprise AI projects stall before production. Integration debt and security review are the top two reasons. Source: Gartner

Furniture KPI impact

Inventory Carrying Cost
Aged stock flagged
Slow-moving SKUs identified before carrying costs compound.
Order-to-Delivery Cycle
Bottleneck visibility
Cycle time tracked by production stage against baselines.
Gross Margin
Real-time by channel
Material cost drift detected the week it starts.
Stockout Frequency
Advance warning
POS and e-commerce signals feed back into production.

Frequently asked questions

Ward tracks basket composition shifts, daypart patterns, and customer segment migration. For Furniture retail specifically, Ward monitors 10,000+ SKUs across your locations and delivers automated insight cards with root cause analysis and recommended actions.

Ward tracks Inventory carrying cost, Order-to-delivery cycle, Gross margin by channel, Raw material cost variance, Custom order cycle time at the store-category level. Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.

Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse. Data points include: Sales orders, Inventory, Purchase orders, Customer accounts, Pricing tiers, Vendor performance.

Yes. Ward reads Epicor data and combines it with contextual signals (weather, events, demographics) to generate Furniture-specific insight cards. No custom development required.

The business wants AI. You sign off on the architecture. Ward solves this with automated insight cards: Federated query: data stays in your warehouse. No copies, no shadow lake. Read-only credentials. Cedar policies enforce least-privilege per agent. LLM-agnostic. Anthropic, OpenAI, Gemini, Ollama. Bring your own keys.

Ward delivers daily insight cards covering Inventory carrying cost, Order-to-delivery cycle, Gross margin by channel, tailored for Technology decision-making. Each card includes what changed, why it matters, and what to do next.

Ward tracks cross-channel journeys from first web session to delivered order, measures dwell time and repeat visits on considered pieces, identifies the online tools that predict a showroom close, and segments by considered-purchase category. The long decision cycle means the highest-value signal is intent over weeks, not a single-session conversion.

Ward links web sessions, showroom visits, and closed orders and finds that a large share of showroom buyers of a bedroom collection researched it online for two to three weeks first, often building a room in the online planner. Web analytics had been crediting those sales to the store as if the site played no part. Ward shows the online planner is the single strongest predictor of a showroom close, and recommends promoting it earlier and training associates to pull up a customer's saved room on arrival.

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 Furniture 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.

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What are your goals?
Step 2 of 3
About your operation
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