Assortment Planning for Specialty on Shopify, built for e-commerce
Stock what sells. Cut what doesn't. Ward runs it on Shopify data across your specialty store base, scoped to e-commerce.
Assortment Planning for Specialty on Shopify, scoped to e-commerce
Your online and offline data live in different worlds. Ward writes the finding at the altitude a Head of E-Com works at.
Assortment Planning, in one sentence. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
Applied to Specialty Retail, the surface area is 5,000+ SKUs over boutiques. High-consideration purchases, curated assortments, and customer lifetime value. Ward tracks the metrics that matter for margin-rich retail.
Under the hood. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
How the connection works. OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events.
Capabilities
- Whitespace opportunity detection
- Planogram optimization inputs
- Store cluster segmentation
- SKU rationalization recommendations
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled traffic against conversion by hour for the four flagships. Traffic is fine. The gap is coverage and depth.
| Signal | Finding |
|---|---|
traffic_conversion | Conversion 18.4% vs. 23.1% chain, all of the gap in 12–2p and 5–7p |
labor.coverage | One associate on the floor through both peaks at 3 of 4 doors |
inventory.depth | Top 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.
traffic_conversion…
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 |
|---|---|---|
shopify_orders_daily | import | 2m ago |
lightspeed_store_sales | import | 2m ago |
netsuite_inventory_snapshot | import | 14m ago |
retail_customer_ltv | import | 1h ago |
retail_traffic_conversion | import | 1h ago |
retail_clienteling_log | import | 1h ago |
retail_ga4_website_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
ops-read-default | permit | Model::* |
crm-read-ltv | permit | Model::"customer_ltv" |
associate-pii-blocked | forbid | Model::"customer_pii" |
merch-read-assortment | permit | Model::"sales_by_tier" |
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.
What Ward has eyes on.
Coverage is store by store, category by category. Ward scans continuously CLV, conversion rate, units per transaction throughout 5,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the estate is fine and knowing which seven boutiques are not.
Ward reads orders & line items, product catalog, inventory levels from Shopify / Shopify Plus on a read-only connection. Nothing is written back, and your Commerce configuration does not change. Shopify stays the system of record.
The assortment model runs daily, not on a reporting calendar. It spots the pattern, traces the driver, and attaches a recommended move 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.
Why this combination
is its own problem.
Shopify / Shopify Plus was built for transactions, not for e-commerce decisions. The data is right there and it is in the wrong shape. Ward pulls from orders & line items and product catalog and rewrites them as a decision.
- 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 Customer-fit scoring requires loyalty data many specialty chains under-utilize; without segment-level signal, brand coherence becomes a guess.
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 the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Shopify / Shopify Plus. Ward reads straight from orders & line items, product catalog, inventory levels and starts building baselines. First cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.
-
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.
-
03
Weeks 4 to 12: operating rhythm
Cards arrive each day 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 Shopify / Shopify Plus
Ward connects to Shopify and Shopify Plus via the Admin API. Orders, products, inventory, and customer data power Ward insight cards for omnichannel retailers.
Setup: OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events.
Data Ward reads from Shopify
Impact metrics with Shopify
Data lake enrichment
Ward enriches Shopify data with: Order & line items, Customer behavior, Marketing attribution, Returns & exchanges, Competitor pricing
Your online and offline data live in different worlds.
- ×Nobody can see one inventory position across every channel
- ×Online promo performance is measured separately from in-store
- ×Customer behavior data is siloed by channel
- ×BOPIS/BORIS operational complexity is growing unchecked
- ×Digital marketing attribution stops at the click
- ✓Unified insight cards across online and in-store channels
- ✓Cross-channel promo effectiveness with true attribution
- ✓Customer journey tracking across digital and physical touchpoints
- ✓BOPIS fulfillment performance monitoring with exception cards
- ✓Full-funnel marketing attribution to in-store conversion
Retailers with unified omnichannel data see 30% higher lifetime value per customer. Source: Harvard Business Review
Specialty KPI impact
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.
OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events. Data points include: Orders & line items, Product catalog, Inventory levels, Customer profiles, Discount usage, Fulfillment data.
Yes. Ward reads Shopify data and combines it with contextual signals (weather, events, demographics) to generate Specialty-specific insight cards. No custom development required.
Your online and offline data live in different worlds. Ward solves this with automated insight cards: Unified insight cards across online and in-store channels. Cross-channel promo effectiveness with true attribution. Customer journey tracking across digital and physical touchpoints.
Ward delivers daily insight cards covering CLV, Conversion rate, Units per transaction, tailored for E-Commerce 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.
Related solutions
See what Specialty assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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