Specialty · Assortment · Shopify · Head of Procurement

Specialty assortment from Shopify, briefed to procurement

Stock what sells. Cut what doesn't. Ward runs it on Shopify data throughout your specialty estate, scoped to procurement.

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

Merchandising wants Ward. You sign the contract. Ward filters to what a Head of Procurement can act on and drops the rest.

What assortment planning does: 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.

What Ward does with that: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

Getting the data in. OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events.

Capabilities

  • Planogram optimization inputs
  • Store cluster segmentation
  • SKU rationalization recommendations
  • Whitespace opportunity detection
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 Shopify 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.

What Ward has eyes on.

Ward scans continuously 5,000+ SKUs throughout your boutiques, at the store-category level rather than the chain roll-up. The metrics under watch include CLV, conversion rate, units per transaction. A roll-up hides a single-store problem inside a healthy average, which is how assortment curation stays invisible for a quarter.

Ward ingests 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.

Stock what sells. Cut what doesn't. 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 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.

Why this combination
is its own problem.

A Head of Procurement in specialty retail owns numbers that move faster than the reporting cycle that covers them. CLV, conversion rate, units per transaction shift store by store, each day. A monthly pack cannot represent that. Merchandising wants Ward. You sign the contract.

  • 01 Customer-fit scoring requires loyalty data many specialty chains under-utilize; without segment-level signal, brand coherence becomes a guess.
  • 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 the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward reads from Shopify / Shopify Plus with read-only credentials and begins ingesting orders & line items and product catalog. No config changes on your side. First cards arrive inside the first 48 hours.

  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: operating rhythm

    Insight 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 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

Orders & line items
Product catalog
Inventory levels
Customer profiles
Discount usage
Fulfillment data

Impact metrics with Shopify

Sell-Through Rate
Slow movers reallocated
Order velocity tracked; underperformers flagged before markdowns.
Return Rate
Return-prone patterns spotted
Behavioral signals identify high-return product and buyer combos.
Customer LTV
Re-engagement timed right
Purchase cadence and cohort data surface lapsing customers.
Inventory Turnover
Reorder points tightened
Demand signals optimize safety stock across the catalog.

Data lake enrichment

Ward enriches Shopify data with: Order & line items, Customer behavior, Marketing attribution, Returns & exchanges, Competitor pricing

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.

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.

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.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info