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2215: Assortment Optimization

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Course Type

  • Instructor Led

Duration

  • 2 days

Target Audience

  • EndUser
  • SuperUser

Course Description

This curriculum covers the basic features and functionalities of the Assortment Optimization solution. Through a combination of concepts and exercises, you will learn how Assortment Optimization enables you to create and assign strategies and tactics to one or more product hierarchies across multiple assortments. Tactics can be created to consider inventory requirements, space constraints, financial goals, transferable demand, ranking and indexing facilities, and product families.

Course Notes

  • 10 Core Lessons
  • 3 Electives

Lesson Details

(C) 2215-01: AO Overview

Lesson Objectives

  • Explain where Assortment Optimization fits in the overall Category Management solution
  • Identify the benefits of Assortment Optimization
  • Explain the high-level process of Assortment Optimization
  • Describe the purpose of tactics in Assortment Optimization

Lesson Exercises

Not Applicable

1 Hour 15 Minutes ILT
(C) 2215-02: Navigation the Interface

Lesson Objectives

  • Explain how to activate and configure the Assortment Optimization (AO) interface
  • List the steps to open the AO application
  • Navigate through Quick Access Toolbar, Ribbon, Views Pane, and Main Window

Lesson Exercises

Not Applicable

20 Minutes ILT
(C) 2215-03: Importing & Configuring Data

Lesson Objectives

  • Explain how an Assortment Optimization project can be created
  • Explore the features and functionalities of Import, Data Editor, Assortment Tree Editor, ProductTree Editor, and Spreads and Roll-Ups views

Lesson Exercises

  • Creating an Assortment Optimization Project From Cluster Data
  • Importing Product Data From Category Knowledge Base
  • Importing Product Data From Microsoft Excel
  • Importing Performance Data from Excel
  • Viewing and Editing the Imported Data via Data Editor
  • Configuring the Data via Assortment Tree Editor
  • Deleting an Assortment Level or a Node
  • Sorting an Assortment Node
  • Configuring a Product Tree
  • Importing Cluster Data from Excel
7 Hours 40 Minutes ILT
(C) 2215-04: Assigning Planogram Space

Lesson Objectives

  • Explore the options available in Space Definition
  • Identify the key functions of Store Assignment

Lesson Exercises

  • Importing Planograms from CKB
  • Creating Assortments from Planograms
1 Hour ILT
(C) 2215-05: Creating Tactics

Lesson Objectives

  • Explore the different types of tactics available in Assortment Optimization (AO)
  • Identify the features and functions of each tactic

Lesson Exercises

  • Creating an Initialization Tactic - Combined Index
  • Creating a Ranking Tactic
  • Creating Selection Tactic - Space
1 Hour ILT
(C) 2215-06: Calculating an Assortment

Lesson Objectives

Explore the features and functionalities of Analysis Chart, Scorecard, Calculation, Finalize, Assortment Review, Visual Assortment, Review, and Product Matrix views

Lesson Exercises

  • Assigning and Calculating Core and Optional Assortments
  • Viewing Assortment Recommendations in Assortment Review
  • Adding an Analysis Chart
  • Overriding an Assortment Recommendation in Product Matrix
3 Hours 30 Minutes ILT
(C) 2215-07: Implementing AO Recommendations

Lesson Objectives

Explore the features and functionalities of the Tables and Charts view

Lesson Exercises

  • Using Tables
  • Using Charts
50 Minutes ILT
(C) 2215-08: Incorporating Minimum Product Recommendations

Lesson Objectives

Apply the Exclude tactic and Product Count tactic

Lesson Exercises

Not Applicable

45 Minutes ILT
(C) 2215-09: Incorporating Product-Specific Rules

Lesson Objectives

Apply the Product Family, Linking, and Replacement tactics

Lesson Exercises

Not Applicable

40 Minutes ILT
(C) 2215-10: Incorporating Transferable Demand to Your Assortment Tactics

Lesson Objectives

  • Describe the steps to create node-based and attribute-based Transferable Demand tactics
  • Describe the steps to review Transferable Demand assortment results using the Quantification view

Lesson Exercises

Not Applicable

1 Hour ILT
(E) 2215-11: Working with dunnhumby

Lesson Objectives

  • List the challenges of customer data science
  • Describe the benefits expected from Assortment Optimization (AO) and dunnhumby integration
  • Explain the steps to create a project based on the dunnhumby data

Lesson Exercises

Not Applicable

1 Hour ILT
(E) 2215-12: Working with Assortment Generator

Lesson Objectives

Identify the features and functionalities of Assortment Generator

Lesson Exercises

Not Applicable

1 Hour 20 Minutes ILT
(E) 2215-13: Integrating Assortment Recommendations with Space Planning

Lesson Objectives

  • Explain how Assortment Optimization (AO) and Space Planning are integrated
  • Describe the steps to import assortment data into Space Planning

Lesson Exercises

Not Applicable

20 Minutes ILT