Specialty · Assortment · Looker · Head of Procurement

Head of Procurement: specialty assortment, read from Looker / Looker Studio

Merchandising wants Ward. You sign the contract. Ward detects specialty assortment movement in your Looker data in time to act, with what caused it and a recommended action attached.

The full picture: specialty assortment, Looker data, Procurement decisions

Assortment Planning. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.

For Specialty Retail retailers, that means continuous review 5,000+ SKUs throughout boutiques. High-consideration purchases, curated assortments, and customer lifetime value. Ward tracks the metrics that matter for margin-rich retail.

Merchandising wants Ward. You sign the contract. Ward filters to what a Head of Procurement 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.

How the connection works. Ward can query Looker via API or connect directly to the underlying database. Either way, Ward monitors while your team browses.

What it does

  • SKU rationalization recommendations
  • Whitespace opportunity detection
  • Planogram optimization inputs
  • Store cluster segmentation
app.getward.ai Live demo
Acme Specialty @Store Ops: Retail Analyst claude-sonnet default
A

Chat

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

Why is conversion down at the flagship boutiques?
You · 9:42 AM
Schema Scout · routed to Store Ops Agent

I pulled traffic against conversion by hour for the four flagships. Traffic is fine. The gap is coverage and depth.

SignalFinding
traffic_conversionConversion 18.4% vs. 23.1% chain, all of the gap in 12–2p and 5–7p
labor.coverageOne associate on the floor through both peaks at 3 of 4 doors
inventory.depthTop 20 styles at 1.4 units per size, walk-away rate +9%

Recommend: add floor coverage to both peak windows, deepen the top 20 styles to three per size at the flagships, and route the walk-away list to clienteling.

8 parallel queries 3 sources cited confidence 0.91
Draft the clienteling outreach list.
You · 9:43 AM
Clienteling Agent · drafting outreach list
Querying traffic_conversion
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. plan
$27.5M
+4.4% WoW
Conversion rate
18.3%
−4.7pp
UPT, flagships
2.14
−0.18
At-risk CLV, top decile
$4.1M
−$310K
Revenue vs. plan 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
shopify_orders_dailyimport2m ago
lightspeed_store_salesimport2m ago
netsuite_inventory_snapshotimport14m ago
retail_customer_ltvimport1h ago
retail_traffic_conversionimport1h ago
retail_clienteling_logimport1h 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
ops-read-defaultpermitModel::*
crm-read-ltvpermitModel::"customer_ltv"
associate-pii-blockedforbidModel::"customer_pii"
merch-read-assortmentpermitModel::"sales_by_tier"
Assortment for Specialty on Looker data, live product demo.

Why Assortment matters for Specialty retail

In specialty, curation is the product, adding the wrong item dilutes the brand. Ward quantifies the curatorial instinct by scoring which items reinforce the store's point of view through customer fit and companion purchase patterns, and which are dilutive.

Why this combination
is its own problem.

Assortment Planning 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.

  • 01 Cannibalization between near-identical items in the existing assortment isn't modeled, so the "new addition" sometimes just shifts revenue from another SKU.
  • 02 Assortment additions get evaluated on standalone projected margin without modeling brand-coherence dilution, wrong-customer-segment items can damage long-term equity even when they sell well short-term.

Benchmarks. Specialty assortment-coherence-aware planning typically delivers 15-30% higher full-price sell-through on new-item additions and reduces end-of-season markdown by 200-400 bps.

What Ward has eyes on.

Coverage is store by store, category by category. Ward monitors CLV, conversion rate, units per transaction across 5,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the footprint is fine and knowing which seven boutiques are not.

The connection to Looker / Looker Studio is read-only and runs on your schedule. Ward reads looker API for query results, underlying database (direct), and the rest of the feed, then joins it with external context your BI does not carry: weather, local events, competitor pricing.

The assortment model runs every morning, not on a reporting calendar. It catches the pattern, attributes root cause, and attaches what to do about it before the number reaches a review deck.

At the metric level. Ward tracks assortment coherence, customer-fit scoring, incremental contribution beyond existing assortment, and curatorial dilution risk, the danger of adding items that weaken brand positioning.

Signals · POS with customer segmentation, basket affinity matrices, brand-tier metadata, planogram and shelf space allocation, and customer browsing patterns where digital data exists.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Looker / Looker Studio. Ward ingests looker API for query results, underlying database (direct), lookML model metadata 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: baselines

    Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the insight cards are directionally right and the thresholds are still moving.

  3. 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 Looker / Looker Studio

Ward does not replace Looker. Ward watches the same data Looker visualizes and proactively alerts when something changes. Your dashboards stay. Ward adds intelligence.

Setup: Ward can query Looker via API or connect directly to the underlying database. Either way, Ward monitors while your team browses.

Data Ward reads from Looker

Looker API for query results
Underlying database (direct)
LookML model metadata

Impact metrics with Looker

Time to Insight
Proactive, no login
Explains why metrics moved before anyone checks a dashboard.
Anomaly Detection
Inter-refresh coverage
Catches deviations between Looker dashboard refresh cycles.
Decision Velocity
Root cause attached
Every anomaly card includes cause analysis; no drill-down needed.
Data Utilization
Unused models activated
LookML dimensions and measures queried beyond built dashboards.

Data lake enrichment

Ward enriches Looker data with: Looker query results, Underlying database, Weather & events, Competitor data, Customer segments

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

Specialty KPI impact

CLV
Churn risk surfaced
At-risk customers identified before they leave.
Conversion Rate
Assortment + staffing
Cards that help convert high-intent browsers.
Revenue per SKU
Whitespace found
Underperformers identified, gaps in curated assortment.
Overstock
Less capital locked
Demand matching reduces slow-moving inventory.

Frequently asked questions

Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Specialty retail specifically, Ward monitors 5,000+ SKUs across your boutiques and delivers automated insight cards with root cause analysis and recommended actions.

Ward tracks CLV, Conversion rate, Units per transaction, Repeat purchase rate, Sell-through by tier at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

Ward can query Looker via API or connect directly to the underlying database. Either way, Ward monitors while your team browses. Data points include: Looker API for query results, Underlying database (direct), LookML model metadata.

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

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.

Ward delivers daily insight cards covering CLV, Conversion rate, Units per transaction, tailored for Procurement decision-making. Each card includes what changed, why it matters, and what to do next.

Ward tracks assortment coherence, customer-fit scoring, incremental contribution beyond existing assortment, and curatorial dilution risk, the danger of adding items that weaken brand positioning.

A buyer evaluates 60 new SKUs for the fall assortment. Ward scores each on customer fit, basket affinity, and margin contribution after displacement. It separates high-coherence items from those that score well on margin but would attract the wrong customer segment. The buyer selects the high-coherence group and sees meaningfully higher sell-through than prior season additions.

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 Specialty 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.

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