the poi trade promotion galaxy, and its relevancy to collaboration and mutual...
TRANSCRIPT
![Page 1: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/1.jpg)
The POI Trade Promotion Galaxy,
and its Relevancy to Collaboration
and Mutual Growth
Dale Hagemeyer. Partner, POI
![Page 2: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/2.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 3: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/3.jpg)
Source: POI Research. 2017 TPx and Retail Execution Survey
Part 1: How is the industry doing? A few KPIs
• 86% are not satisfied with ability to manage trade promotions
• 85% have data quality issues with 3rd party data• 87% still use spreadsheets to augment TPx solutions
![Page 4: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/4.jpg)
Q19: You are satisfied with your ability to manage trade promotions.
Source: POI Research. 2017 TPx and Retail Execution Survey
Channel partner isn’t
satisfied either!
![Page 5: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/5.jpg)
Q6: You have data quality issues from external sources such as POS
(ePOS), syndicated data, etc.
Source: POI Research. 2017 TPx and Retail Execution Survey
Need good data to drive insights, the currency of
colaboration
![Page 6: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/6.jpg)
Q25: Do you augment TPx functionality with spreadsheets to meet your needs?
Source: POI Research. 2017 TPx and Retail Execution Survey
Low on insight. How
do you share with partner?
![Page 7: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/7.jpg)
Source: POI Research. 2017 TPx and Retail Execution Survey
Part 1: How is the industry doing? A few KPIs
• 86% are not satisfied with ability to manage trade promotions• 85% have data quality issues with 3rd party data• 87% still use spreadsheets to augment TPx solutions• 75% do not have an automated post event analytics capability• 92% are having trouble moving their people from transactional to more
analytical• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions.• 90% have challenges with putting together a good plan, but not getting
retailers to execute it as agreed upon (in other words, having compliance issues).
• 83% don’t have predictive modeling capabilities to optimize trade promotions
• 3% see themselves as leaders in digital promotion
![Page 8: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/8.jpg)
Part 2: What is the problem/opportunity?
1. Vagueness of what is the business process and analytics that surround it.
Example: Category management. 30 People in a room. 28 different definitions of what it is and the steps to doing it. 2 people sleeping.
![Page 9: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/9.jpg)
2. Lack of an industry lens, or downright lack of industry functionality. 2. Lack of an industry lens, or downright lack of industry functionality.
Example: NASA has really smart people, but would you like to live in their idea of a housing development?
Part 2: What is the problem/opportunity?
![Page 10: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/10.jpg)
2b. Are you willing to explain everything to them?
Part 2: What is the problem/opportunity?
![Page 11: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/11.jpg)
3. This is the age of best-of-breed, but how does it all fit together?
Example: All the hype and confusion about public cloud, private cloud, on-premise, etc.
Part 2: What is the problem/opportunity?
![Page 12: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/12.jpg)
4. “Partnerships” amongst vendors range from mere business card exchanges to deep integration and training.
Example: In the POI TPx vendor panorama, 28% of partnerships changed versus last year.
Part 2: What is the problem/opportunity?
![Page 13: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/13.jpg)
5. It is hard to understand what will scale and what might not.
Part 2: What is the problem/opportunity?
![Page 14: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/14.jpg)
6. Don’t know what functionality is – or is not- out there and readily available
Example: A whopping 27% believe this.
Part 2: What is the problem/opportunity?
Question: what impedes you from getting a server-based TPM solution?
![Page 15: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/15.jpg)
Part 3: Common pitfalls
1. “Co-develop with me”.2. “Buy my big data appliance and it will fix
all your problems”.3. Try too hard to buy everything from a
single source and then compromise functionality or performance.
4. Never able to integrate. It is always “a subsequent phase”, or else perceived as just too expensive.
![Page 16: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/16.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 17: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/17.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 18: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/18.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 19: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/19.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 20: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/20.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpCear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 21: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/21.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 22: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/22.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 23: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/23.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 24: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/24.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 25: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/25.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 26: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/26.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 27: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/27.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 28: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/28.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpCear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 29: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/29.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 30: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/30.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 31: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/31.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 32: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/32.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpCear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 33: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/33.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
Part 4: Applying the “POI Galaxy” • 86% are not satisfied with ability to manage trade promotions (now 93%)• 85% have data quality issues with 3rd party data (now 76%)• 87% still use spreadsheets to augment TPx solutions (still 87%)• 75% do not have an automated post event analytics capability (now 87%)• 92% are having trouble moving their people from transactional to more
analytical (now 86%)• 87% have trouble getting to an integrated, cohesive set of trade management
capabilities (now 94%)• 85% have challenges working through third parties, such as brokers, while
having the quality of execution as well as visibility into market conditions. (now 100%)
• 90% have challenges with putting together a good plan, but not getting retailers to execute it as agreed upon (in other words, having compliance issues). (now 87%)
• 83% don’t have predictive modeling capabilities to optimize trade promotions (now 80%)
• 3% see themselves as leaders in digital promotion (now 6%)
![Page 34: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/34.jpg)
The POI Solution Galaxy for Trade Promotions
TPM
Acumen • Adesso
Comarch • CPG Toolbox
Effect Makers • Klee
RI (Retail Insight)
UpClear
POST EVENT ANALYSIS
Relational Solutions
Strategy&
IBP
Blueshift
Exceedra
Oracle
SAP
Wipro Promax
AFS
Accenture
Kantar Retail
ITC Infotech
visualfabriq
ACCRUAL AND DEDUCTIONS
HighRadius
Vistex
T-Pro
Nielsen
Data Ventures
TPO
Sequoya
TABS
Periscope
1010 Data
OFFER INNOVATION
Eversight
Fractal Analytics
RevTrax
CAUSAL DATA
Inmar • IRI
Ibotta • InfoScout
Retail Velocity • RSI
Relational
Solutions/Mindtree
8451 Data
Dunnhumby
PERSONALIZED OFFERS
Market Track
Precima
Flintfox
Suites
![Page 35: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/35.jpg)
Source: POI Research. 2017 &2018 TPx and Retail Execution Survey
And guess what?
![Page 36: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/36.jpg)
The POI Solution Galaxy for Retail Execution
MERCHANDISING
GoSpotCheck
Zenput • VisitBasis
VAN SALES (WITH OR WITHOUT PRE-SALES)
AFS POP System
IMAGE RECOGNITION
Accenture • Lab4motion
Nielsen • Planorama
Ricoh Innovations
Trax
AUGMENTEDREALITY
Augment
Klee
TERRITORY/ROUTE
OPTIMIZATION
CACI
PTV Group
MAPPING
HERE
Mapquest
CAUSAL DATA
Crowdsourcing: Gigwalk • Quri • Roamler
Nielsen Shelf Intelligence Suite • Nielsen TDLinx
POS Data: RSi • Relational Solutions • Retail Velocity
Shopper insight: sellcheck
DISTRIBUTOR MANAGEMENT
PRICING, TAXATION
SETTLEMENT
Tecware
Vistaar
Edgeverve
Coheris
GreatVines
MERCHANDISING & ORDERING
eBest Mobile • Pitcher
Repsly • RW3 • Zaptic
SOCIAL SELLING
Salesforce Chatter
SAP Jam
Cisco Jabber
DSD (WITH DEX)
Ross Systems
SAP DSD
SUITES
Accenture • AFS • Comarch • eLeader
ITC Infotech • Ivy Mobility • Kantar Retail
Klee Commerce • MC1 • SAP
Spring Mobile • StayinFront
Univera
![Page 37: The POI Trade Promotion Galaxy, and its Relevancy to Collaboration and Mutual …poinstitute.com/wp-content/uploads/2017/11/ThePOITra… · · 2017-11-12and its Relevancy to Collaboration](https://reader031.vdocument.in/reader031/viewer/2022030716/5b00eb9b7f8b9a54578d5ec4/html5/thumbnails/37.jpg)
In Summary
• Lots of really good tools• Use the right one(s)• Beware of the NASA house• Utilize the POI Galaxy• Also, other POI resources
• Have Fun!
Please take the POI 2017-2108 survey: : http://bit.ly/POITPXRESurvey18