Ward runs customer on your Epicor home data
Your Epicor data already carries the customer signal. Ward pulls from it, explains the cause, and attaches a recommended action.
How Ward turns Epicor data into home customer
What customer behavior does: Ward tracks basket composition shifts, daypart patterns, and customer segment migration.
Applied to Home Improvement, the surface area is 50,000+ SKUs across stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
How it runs. Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
The connection itself. Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
The short list
- Basket composition trends
- Daypart behavior modeling
- Customer segment migration
- Cross-sell opportunity detection
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled the spring pre-build against the last three seasons and the weather signal for the 22 Southeast stores.
| Signal | Finding |
|---|---|
seasonal_prebuild | Mulch on-hand hit 61% of plan the week temps broke 70°F |
dc_push | DC push started 9 days after the first-warm-week trigger, LY it was 2 |
attach.project | Soil and edging attach fell 18% at stores that gapped on mulch |
Recommend: tie the push trigger to the 10-day forecast instead of the calendar week, pre-position two truckloads at the 8 stores that gapped, and re-set the attach endcap.
seasonal_prebuild…
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 |
|---|---|---|
epicor_pos_transactions | import | 2m ago |
epicor_special_orders | import | 2m ago |
netsuite_inventory_snapshot | import | 14m ago |
retail_seasonal_prebuild | import | 1h ago |
retail_sku_velocity | import | 1h ago |
retail_pro_account_sales | import | 1h ago |
retail_weather_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
pro-team-read-accounts | permit | Model::"pro_account_sales" |
vendor-blocked | forbid | Model::"labor_*" |
supply-read-orders | permit | Model::"special_orders" |
Why Customer matters for Home retail
The intelligence opportunity lies at the transition points, when a DIY customer starts behaving like a Pro by buying larger quantities, visiting more frequently, and shifting to trade-grade materials. These customers represent the highest lifetime value opportunity in the vertical.
What Ward has eyes on.
The customer model runs on a daily cycle, not on a reporting calendar. It catches the pattern, explains the cause, and attaches what to do about it before the number reaches a review deck.
Coverage is store by store, category by category. Ward tracks project basket value, seasonal accuracy, long-tail turn throughout 50,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the store base is fine and knowing which seven stores are not.
Ward pulls from Epicor rather than replacing it. Sales orders, inventory, purchase orders come across on a read-only connection, get enriched with contextual data, and come back as findings. Your ERP is untouched.
At the metric level. Ward tracks Pro/DIY segmentation migration, project basket identification, seasonal activation patterns, and trade-up indicators, shifts from consumer to professional product tiers signal high-value customer evolution.
Why this combination
is its own problem.
Customer Behavior needs sales orders and inventory at minimum. Epicor carries both, at the grain the model needs. That is the whole integration story: no middleware, no staging warehouse, no custom extract.
- 01 Seasonal-only customers get retention treatment when they're actually structurally lower-LTV than year-round Pro accounts; misallocated marketing spend follows.
- 02 DIY-to-Pro migration is a 2-4 month signal window that closes once the customer establishes a competitor relationship; chains that detect at 6 months miss the conversion entirely.
Benchmarks. Home improvement Pro customers typically have 4-8x the LTV of DIY at 30-50% gross margin instead of the 28-35% on DIY tail SKUs. DIY-to-Pro conversion rate when targeted within 60 days of trade-up signal: typically 25-45%; missed window drops to under 10%.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward connects to Epicor with read-only credentials and begins ingesting sales orders and inventory. No config changes on your side. First cards arrive within 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 findings are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: steady state
Ward hands back daily cards on a daily cycle, each with what caused it and a recommended action. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight 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
Impact metrics with Epicor
Data lake enrichment
Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards
Home KPI impact
Frequently asked questions
Ward tracks basket composition shifts, daypart patterns, and customer segment migration. For Home retail specifically, Ward monitors 50,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Project basket value, Seasonal accuracy, Long-tail turn, Pro customer share, Attachment rate 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 Home-specific insight cards. No custom development required.
Ward tracks Pro/DIY segmentation migration, project basket identification, seasonal activation patterns, and trade-up indicators, shifts from consumer to professional product tiers signal high-value customer evolution.
Ward identifies loyalty customers whose purchasing patterns have shifted in the past 90 days: visit frequency up sharply, basket values climbing, and product mix moving from consumer-grade to professional-grade materials. These customers are likely scaling into major renovation or investment property work. Ward recommends targeted Pro account outreach with volume pricing and project support, and a meaningful share of the flagged customers convert to Pro accounts within 60 days.
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 Home customer problems Ward catches.
Root causes, not just alerts. See it on your data.
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