Shrinkage · Tableau · Head of Procurement

Head of Procurement: shrinkage straight off Tableau

Merchandising wants Ward. You sign the contract. Ward spots shrinkage movement in your Tableau data and explains what caused it.

How a Head of Procurement runs shrinkage off Tableau

Merchandising wants Ward. You sign the contract. Ward writes the finding at the altitude a Head of Procurement works at.

Shrinkage Detection, in one sentence. Ward identifies abnormal inventory loss patterns and distinguishes between theft, damage, spoilage, and administrative error.

Under the hood. Ward compares expected inventory against actual counts, segments loss by cause category, and flags store-level anomalies against your estate baseline.

The connection itself. Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.

What it does

  • Store-vs-estate benchmarking
  • Receiving dock anomaly detection
  • Pattern recognition across time
  • Cause-level shrinkage attribution
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"
Shrinkage on Tableau data, live product demo.

What Ward has eyes on.

Find the leak before it drains you. 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 tableau Hyper extracts, underlying database (direct), published data source metadata from Tableau on a read-only connection. Nothing is written back, and your BI configuration does not change. Tableau stays the system of record.

Why this combination
is its own problem.

Shrinkage Detection produces a lot of output that is technically correct and operationally useless to procurement. Ward filters on whether the finding changes a decision a Head of Procurement can actually make.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Tableau. Ward ingests tableau Hyper extracts, underlying database (direct), published data source metadata and starts building baselines. First 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 returns findings every morning, each with what caused it and a recommended move. Volume settles at a level a single person can read over coffee. The measure of success is not how many findings arrive, it is how many get acted on.

How Ward connects to Tableau

Ward does not replace Tableau. Ward adds the proactive layer Tableau lacks. When a metric moves, Ward explains why and recommends action.

Setup: Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.

Data Ward reads from Tableau

Tableau Hyper extracts
Underlying database (direct)
Published data source metadata

Impact metrics with Tableau

Time to Insight
Cards before dashboards
Anomalies explained before anyone opens Tableau.
Anomaly Detection
Extract-gap coverage
Catches issues between Tableau extract refresh cycles.
Decision Velocity
Investigation eliminated
Root cause embedded in cards; no ad-hoc queries needed.
Analyst Productivity
Detection work offloaded
Analysts freed from triage to focus on strategic work.

Data lake enrichment

Ward enriches Tableau data with: Tableau data sources, Underlying database, Weather & events, Competitor pricing, Customer data

Merchandising wants Ward. You sign the contract.

Pain points
  • ×Business sponsor saw the demo. You have a week to vet a vendor you didn't pick
  • ×AI vendors price by seats and tokens. Total cost is unknowable until invoice three
  • ×Multi-year commits with auto-renew. No exit if the pilot stalls
  • ×Renewals come back 30% higher, with no room to push back and no benchmark to cite
  • ×Security and DPA reviews start after the team has already committed
How Ward helps
  • MSA, DPA, SOC 2 Type II underway, and architecture review available before signature
  • Month-to-month contracts. No multi-year lock-in. No auto-renew traps
  • Transparent pricing set by scope and store count
  • 14-day insight guarantee. If Ward doesn't deliver, month two is on us
  • AI strategy, orchestration and reporting-layer work in enterprise grocery at nine-figure revenue. Reference calls available before signature

Enterprise SaaS spend grew 18% YoY. 53% of subscriptions are underused or duplicative. Source: Gartner

Frequently asked questions

Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context. Data points include: Tableau Hyper extracts, Underlying database (direct), Published data source metadata.

Merchandising wants Ward. You sign the contract. Ward solves this with automated insight cards: MSA, DPA, SOC 2 Type II underway, and architecture review available before signature. Month-to-month contracts. No multi-year lock-in. No auto-renew traps. Transparent pricing set by scope and store count.

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 shrinkage 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