Microsoft Dynamics for Retail

Transcription

1 Micrsft Dynamics fr Retail Slutin Overview Delivering the future f retail TODAY Empwering Dynamic Retailers t deliver the cmplete shpping experience

2 Cntents EXECUTIVE SUMMARY... 2 THE DYNAMIC RETAILER... 3 FROM VISION TO REALITY... 4 MICROSOFT DYNAMICS FOR RETAIL HIGHLIGHTS... 6 DELIVERING THE FUTURE OF RETAIL TODAY WORLD-CLASS DELIVERY Micrsft Dynamics fr Retail 1

3 EXECUTIVE SUMMARY Tday s retail landscape ffers unprecedented pprtunities alngside sme daunting challenges. Ecnmic factrs, the increasing chice in prducts and shpping frmats, and unparalleled access t infrmatin are fuelling tday s empwered shppers, wh expect mre frm their retail experience. It is als clear that the fcus f the retail experience has expanded well beynd the walls f the physical stre and nw includes everything frm the retailer s website and call center t marketplaces and scial netwrks cnnected seamlessly as ne experience. In ther wrds, mni-channel retail simply is retail tday. Market data highlights this multifaceted custmer engagement, with mre and mre cnsumers making an nline purchase at least nce a mnth; an increasing number f cnsumers lking t Facebk fr infrmatin n their favrite retailer befre making a purchase; and retail rganizatins wanting t expand and redefine their physical stre lcatins t drive a mre direct and persnalized brand experience. Graphic 1: The Evlutin f Retail With this explsin in ways t engage the custmer, hwever, cmes ne f tday s mst significant challenges: cnsumers expect each pint f engagement with a retailer t be cnnected, transparent, and cnsistent. In fact, this is nly ne aspect f tday s underlying cnsumer ask t Prvide me with a cmplete shpping experience. Hw wuld tday s cnsumer describe this experience? Micrsft Dynamics fr Retail 2

4 Persnal. The retailer knws wh I am and deals with me as a persn. Their prduct ffering is exactly what I m lking fr, and I get individual attentin and special persnalized ffers. They help me get the mst ut f my time and budget. Seamless. I can cnnect with the retailer wherever and whenever I want, n whatever device I prefer. Whether in-stre r n-line, I get the same great experience frm a retailer wh knws me. The prmtin frm my favrite scial site travels with me n my mbile device, and I can easily redeem later. Differentiated. The retailer makes it easy fr me t get what I want at a gd price. Their peple are helpful and efficient they prvide excellent custmer service. They cnsistently d a better jb than ther stres where I shp. I have the best verall experience here. Graphic 2: The Cmplete Shpping Experience One thing is clear: a new retail reality has emerged. The Dynamic Retailer Thriving in this new retail reality means retailers need t be mre cnnected, mre empwered, and mre practive than ever befre. In a wrd, they need t be dynamic. And that means being: Cnnected, t listen, learn, and respnd acrss all channels with cnsistent, cnvenient experiences, ffering custmers what they want, hw, when, and where they want t shp. Persnally Relevant, t increase prductivity and custmer service acrss a changing glbal wrkfrce, helping their mst valuable asset peple reach their full ptential. Agile & Opprtunistic, t execute with insight by accessing critical infrmatin in realtime, ptimizing perfrmance, anticipating trends, and capitalizing n pprtunities. All f which require a genuine 360-degree view f the business. Micrsft Dynamics fr Retail 3

5 Finally, the Dynamic Retailer wants t take advantage f new market pprtunities fast. And that means having the ability t flex, increase, r evlve their business withut cnstraint intrducing new business mdels with ease r creating and executing wrkflws n the fly. FROM VISION TO REALITY Micrsft has a rich histry f prviding platfrm sftware slutins t retailers arund the wrld. But ur fcus and expertise in the retail industry have matured cnsiderably, thanks t ur strng cnsumer-fcused brands and significant investment in business applicatins, and as a retailer in ur wn right with the pening f ur Micrsft Stres. With R&D investment f US$10 billin annually, there is significant technlgy innvatin t be shared and leveraged acrss the entire Micrsft prtfli fr retailers: Applicatins Micrsft Dynamics (POS, Merchandising, Multi-Channel & Stre management, Order & Supply Chain Management, Financials, CRM); Micrsft SharePint; Micrsft Office; Windws; Micrsft SQL Server; Micrsft Tag Devices Windws Mbile; Surface; Kinect; Windws cmputers and tablets Deplyment Micrsft Services Clearly, when it cmes t retail Micrsft is all in. Nwhere is this mre evident than in Micrsft Dynamics where in additin t pwerful CRM capabilities we ve designed Micrsft Dynamics fr Retail t address the critical scenaris that drive retailing tday, while making it pssible t realize the innvative scenaris f tmrrw. Unlike retail sftware built t slve the prblems f the past, Micrsft Dynamics fr Retail is a mdern, unified technlgy ffering that reduces cmplexity fr retailers. Allwing them t fcus n what matters mst cnnecting with custmers, empwering their emplyees, and delivering n the brand prmise thrugh excellence in executin. In shrt, Micrsft Dynamics fr Retail is all abut helping retailers becme dynamic. Micrsft Dynamics fr Retail 4

6 With Micrsft Dynamics fr Retail yu will be able t: Cnnect t custmers. Omni-channel capabilities are delivered ut f the bx including fully integrated n-line, strefrnt, and mbile POS t deliver persnalized cnvenience and transparency acrss any channel r device. Nw custmers can buy, pick up, return, r exchange n their wn terms. And supprt fr scial and mbile cmmerce means yu can ffer prmtins, discunts, r cupns targeted t devices r scial netwrks and create new pprtunities fr custmer engagement. Empwer emplyees. Prvide rich prduct details and display custm cntent, while creating and managing rders at the POS, giving sales assciates all the infrmatin they need t make the mst f face-t-face time with custmers. Give yur emplyees relevant infrmatin thrugh Rle Centers dashbards that deliver a succinct set f infrmatin pertinent t each individual user s they can make accurate, timely, and relevant decisins. Execute with insight. A single mni-channel management engine fr all channels reduces cmplexity and delivers the cmplete insight retailers need when it cmes t being practive in anticipating trends. Meanwhile, pwerful merchandising functinality puts cntrl int the retailer s hands, and unlimited categries and hierarchies make it pssible t undertake assrtment and replenishment t best meet custmer demand accurately and efficiently. Micrsft Dynamics fr Retail equips the Dynamic Retailer with technlgy and features that yu ca use t drive yur retail visin acrss channels, lcally r glbally. Bringing tgether POS, mni-channel management, stre peratins, merchandising, supply chain, and mre in an endt-end slutin delivers full visibility acrss yur entire business peratin while empwering yur users. Graphic 4: The end-t-end view f the retail business Micrsft Dynamics fr Retail 5

7 MICROSOFT DYNAMICS FOR RETAIL HIGHLIGHTS Omni-Channel Management Stre Operatins Merchandising Omni-Channel Management A single cmmerce run-time engine gives full visibility and management cntrl acrss yur channels: brick and mrtar stres, ecmmerce sites, mbile, scial cmmerce, and mre. Crss-channel scenaris buy nline/pick up in stre enhance custmer cnvenience. Retail channel integratin with nline marketplaces and stres creates new pprtunities fr custmer interactin and feedback. Sites enable prduct/service qutes, recruiting, ad prmtin and mre in the clud. Integrate assrtment and categry management with nline channels. Flexible POS Item detail pages prvide rich prduct details frm multiple channels/surces, while custm cntent frm any surce can be inserted directly int the POS interface t drive pwerful custmer experiences. Purpse-built POS cmpnents are natively integrated int Micrsft Dynamics AX 2012 with fault tlerance t capture transactins when stre cnnectivity is lst. Drag-and-drp designer allws POS UI custmizatin by rle t enhance custmer service and help reduce training time fr new emplyees. Pwerful capabilities include n-accunt, glbal vucher, returns management, inf cdes, returns/vids/markdwns, inventry receipt/lkup/cunts, real-time custmer recrd and lyalty prgram updates, blind clse, timeclck, and flating till. Centralized Stre Management Centralized POS terminal management includes visual and functinal prfiles, user interface layuts, and emplyee permissins. Cnsistent stre/erp data mdel and business rules facilitate accurate, timely data. Pwerful data replicatin helps ensure critical updates acrss the rganizatin: cnfigurable, flexible inventry and financial updates, sales rder payments, gift card usage, and issuance/use f lyalty pints. Manage staff at the stre, reginal, and glbal levels with flexible tls. Pwerful Merchandising Optimize fr prfitability with pricing flexibility: flexible discunts, cupns, grup/item/custmer discunts, mix-and-match, and buy-ne-get-ne scenaris. Take advantage f pwerful assrtment management including creatin, scheduling, tracking, leveraging n-level deep item hierarchies and categry management. Micrsft Dynamics fr Retail 6

8 MICROSOFT DYNAMICS FOR RETAIL HIGHLIGHTS CONTINUED ecmmerce On-line Strefrnt and Cntent Management Fully integrated n-line strefrnt with cntent management via industry standard tls. Unique search-based technlgy builds n-line experience frm managed cntent, authred cntent, catalgs, and mre t deliver the mst accurate, timely and cnsistent experience. Histrical click pattern and device recgnitin ensure that cntent is persnal and relevant. Centralized ecmmerce Management All aspects f strefrnt management hierarchies, categries, refiners, payments, shpping cart, rder fulfillment, shipping, and mre managed by Micrsft Dynamics at retail headquarters, fully integrated ut f the bx. Cmplete catalg management in Micrsft Dynamics significantly reduces cmplexity, cding. Eliminate middleware, nn-standard integratin, and challenges with rder fidelity. Custmer Care and Scial Cmmerce Custmer Care Identify trends and ffer persnalized service with access t real-time, actinable data. Use shared dcument repsitries t maintain a cmprehensive histry f the custmer, frm initial cntact thrugh subsequent interactins, and make it available thrughut the rganizatin. Scial Cmmerce Implement prmtins, discunts, cupns, and mre via scial sites; enable recall and/r redemptin thrugh ther channels. Track relevant demgraphic detail frm redeemed prmtins via marketplaces and scial netwrks fr custmer data mining and analytics. Omni-Channel Order Management Replenishment Order Management Create rders and qutatins pulling inventry frm any channel r lcatin withut leaving the custmer s side, using POS-based rder supprt capabilities. Accept, fulfill and track standard and special rders with a 360-degree business view. Manage and apply required tax schemas. Perfrm price and inventry checks and manage inventry reservatins. Replenishment Replenish seamlessly acrss any channel based n strategy r need. Manage inventry transfers and intercmpany flws with an end-t-end view. Cmprehensively manage purchasing, requisitin, and replenishment prcesses. Optimize purchasing and replenishment: purchase quantities based n size, clr, and style; use replenishment prcesses, including crss-dcking, t suggest item distributin between stres, with immediate transfer jurnal updates. Micrsft Dynamics fr Retail 7

9 MICROSOFT DYNAMICS FOR RETAIL HIGHLIGHTS CONTINUED Designed fr the Enterprise Glbal Reach and Scalability Hardware and Payment Cmpliance Investment Optimizatin Adapt quickly t changing business requirements with the cmmerce run-time engine and extensible HQ sftware. Mdel and manage yur cmplex rganizatin easily withut cmprmising flexibility. Scale yur slutin as business grws; add stres and distributin centers lcally and internatinally; add users and sites with three-tier architecture and interperability with ther Micrsft prducts. Easily perate acrss gegraphies and lcatins with flexible deplyment ptins and builtin supprt fr 38 cuntries and 40 languages. Practively mnitr activities that culd ptentially damage the cmpany s reputatin by using wrkflw, plicy, and audit rules capabilities. Capitalize n new pprtunities with a web services framewrk that is simple and affrdable t add, build, and expand prfitable partner relatinships. Supprt retail industry standards, including OPOS, t maximize POS hardware and peripheral chice. Manage PCI data security standards cmpliance and nging supprt. Realize prductivity and data integrity gains thrugh interperability with Micrsft Office and ther Micrsft prducts. Take advantage f ur unified natural mdel, three-tier architecture, and the Visual Studi 2010 integrated develpment envirnment t efficiently build business prcess enhancements and manage end-t-end prcesses. What s mre, the flexible architecture f Micrsft Dynamics fr Retail makes it pssible t integrate yesterday s stand-alne systems int a single slutin that drives grwth and fsters thse all-imprtant custmer relatinships. And that s because at Micrsft we believe that mdern business slutins shuld cnnect peple inside and utside the rganizatin, giving them the cntext and insights that drive better decisins and bst prductivity. It s why ur missin is t enable the Dynamic Retailer t be cnnected t the right peple, in the right place, at the right time, and acrss any channel. WE RE MORE CONNECTED Micrsft Dynamics fr Retail gives yu seamless interperability acrss the brad array f cre Micrsft technlgies, s yu can realize even greater value and business impact. Even better, we make it pssible t integrate just abut anything in yur retail platfrm. In essence, we wn t cnstrain yur business. Our passin fr delivering end-t-end integratin gives yu impressive new dynamic capabilities right nw. Whether that s cnnecting yur warehusing, stres, nline business, POS, and head ffice t achieve real-time peratinal excellence and insights, r managing multiple channels Micrsft Dynamics fr Retail 8

10 seamlessly t achieve unprecedented custmer centricity t create new and cmpelling custmer engagement scenaris. Let s take a lk at three f the built-in cnnectivity features. Micrsft Dynamics fr Retail delivers: Interperability. Leverage the pwer f Micrsft Office fr prductivity, unified cmmunicatins, and mre. Tap int the pwer f Visual Studi as a fully integrated ptin fr develpment that gives unprecedented versatility t yur IT department. And unleash the pwer f SharePint Business Cnnectivity Services fr enterprise search t reduce cmplexity, bst perfrmance, and enable yur business t respnd mre effectively, cnfident that the applicatins yur peple wrk with daily will be familiar and easy t use. Cnnectivity. Nw yur POS, mni-channel management engine, ecmmerce, stre peratins, merchandising and ERP all share a single data mdel and business rules. That s a pwerful differentiatr in the marketplace, and it gives yu unparalleled cntrl ver stre peratins: Cmmerce Data Exchange scheduler allws key data flws t happen. Yu simply define hw and when. Cmmerce Data Exchange Real-Time allws real-time updates f custmer and lyalty transactins and gives yu immediate visibility f inventry psitins acrss the rganizatin. Cmplete Omni-Channel Management and Crss-Channel Flws via the Cmmerce Run-Time engine mean that custmer data, rders, sales, returns, and mre happen with transparency and cnsistency, regardless f channel. Cmpsability. Leverage the mdel-driven layered architecture t extend yur capabilities r scale up fr grwth, while taking advantage f the unified natural mdel t create new rganizatinal scenaris r deply slutins in a way that makes sense fr yur business. In ther wrds, d whatever yu want, whenever yu want. N ther slutin in the market ffers this style f cnnected experience that makes it pssible t map yur entire business ecsystem, achieve a 360-degree view f yur business, and link every aspect f stre management t merchandising, the supply chain, and financials s yu can achieve exceptinal real-time insights. Micrsft Dynamics fr Retail 9

11 WE OFFER THE POWER OF CHOICE Micrsft Dynamics fr Retail ffers POS, Merchandising, Omni-Channel Management, Order & Supply Chain Management, Financials, CRM, and mre. But the gd news is we dn t require retailers t deply everything at nce. These capabilities can be implemented as a cmprehensive end-t-end slutin r as wrklads t cmplement existing technlgies allwing retailers t select the ptin that makes the mst sense fr them. The specific wrklads and assciated prducts include: Omni-Channel Management Stre Operatins Merchandising Micrsft Dynamics AX Micrsft Dynamics AX POS Include when custmers require transactin prcessing, lyalty capture, custmer detail capture, and mre at the pint f sale ecmmerce Micrsft SharePint Micrsft Dynamics AX Crss-Channel Custmer Care Scial Cmmerce Micrsft Dynamics CRM fr Crss-Channel Custmer Care Micrsft Dynamics AX and Micrsft Dynamics Sites Services fr Scial Cmmerce Order Management Replenishment Micrsft Dynamics AX Financial Management Micrsft Dynamics AX The Micrsft platfrm plays an imprtant rle in Micrsft Dynamics fr Retail and adds significant value such as: Windws Mbile fr phne r handheld POS Micrsft SharePint fr brwser-based, custmizable prtal access Interperability with Micrsft Wrd and Excel Micrsft Visual Studi develpment envirnment Micrsft SQL fr reprting services and database. Regardless f whether yu take advantage f the full suite f capabilities r pt fr mdular ptins t build n as the business evlves, yu can be secure in the knwledge that everything will simply just wrk thanks t the seamless cmpsitin f ur technlgy. Micrsft Dynamics fr Retail 10

12 START DEPLOYMENT WHERE IT MAKES SENSE FOR YOUR BUSINESS Omni-Channel Management, Stre Operatins, and Merchandising True Omni-Channel management frm Micrsft Dynamics fr Retail prvides a singlecmmerce engine t run all channels f the retailers business (stre, website, marketplace, r ther) with crss-channel flws, insight, and analytics. Enable superir stre systems t cntrl user rles, interfaces, and hardware fr custmer rder management at the POS. Take advantage f pwerful merchandising capabilities including glbal and lcal management f prducts and custm attributes; unlimited categries fr enhanced categry and assrtment management; and innvatin t manage matrix and ther inventry types. ecmmerce Fully integrated, enterprise-class nline strefrnt Fully integrated ut f bx with the Micrsft Dynamics fr Retail end-t-end, unified platfrm, including a revlutinary cmmerce runtime engine t singularly manage all channels.. SharePint search-based paradigm while ther slutins allw the building f web pages thrugh cding fllwed by search frm thse pages (ecmmerce with search), the SharePint technlgy fr building webpages is ecmmerce built by search. Cmplete slutin integratin ut f bx and management at headquarters, including catalg, rders, shipping, payments, shpping cart, refiners, and mre. Custmer Care and Scial Cmmerce Implement prmtins, discunts, cupns, and mre via scial sites; enable recall and/r redemptin thrugh ther channels. Identify trends and prvide persnalized service with access t real-time, actinable data. Use shared dcument repsitries t maintain a cmprehensive histry f the custmer, frm initial cntact thrugh subsequent interactins, and make it available thrughut the rganizatin. Omni-Channel Order Management, Replenishment, and Lgistics Optimize purchasing and replenishment: base purchase quantities n size, clr, and style; use replenishment prcesses, including crss-dcking, t suggest item distributin between stres, with immediate transfer jurnal updates. Manage inventry transfers and intercmpany flws with an end-t-end view f the business. Cmprehensively manage purchasing, requisitin, and replenishment prcesses. Mnitr supplier perfrmance t help minimize risk f supply chain disruptin. Micrsft Dynamics fr Retail 11

13 Financial Management (GL/AP/AR) Quickly create unlimited, frm-based financial dimensins that can be shared acrss legal entities fr a cmplete business view, audit trail transparency, and detailed analyses fr instance, by stre prfitability. Transfrm budget infrmatin int precise, wrkflw-driven management tls with multiple, variable, and hierarchical budgetary cntrls that allw yu t define hw yu want t manage expenditures and thereby gain greater cntrl f prcurement. Prvide timely infrmatin t stakehlders s they can clse bks faster by capturing and validating data at the pint f entry and by using standardized prcesses and, shared services. Set up, view, and manage encumbrances, including purchase rder cmmitments, in the general ledger. Manage wrkflw items with respect t year-end prcessing and encumbrances. DELIVERING THE FUTURE OF RETAIL TODAY With Micrsft Dynamics fr Retail, retailers can cut thrugh the cst and cmplexity f making cmpelling things happen. Want t change the lk f yur POS instantly? Well nw yu can make thse changes centrally with a POS editr that s as simple as drag and drp, giving yu the ptimal POS lk, feel, and functin. Here are just a few f yur ptins: Abut t launch a new prduct and need t refresh every POS t display the item with images and messaging? Simply prepare the new UI, schedule the change in advance, and watch as the change appears seamlessly n every device n yur g live day. Want t put yur assciates n a level playing field by prviding them with custmer histry, prduct details, prduct reviews, recmmended accessries, and service plans? Simply cnfigure the item detail and/r custm cntent panes, and that rich data is available instantly. Want t ptimize yur mbile POS devices fr user prductivity and speed f service? Nw yu can cnfigure yur POS fr left hand/right hand; language; security, and mre settings will take effect by rle r individual lgin. Want t create qutes and rders withut leaving the custmer s side, using fully integrated POS-based rder wrklads? Well, nw yu can. Want t discver mre abut in-stre perfrmance and deliver intuitive mni-channel merchandising? Well, nw yu can. A single cmmerce run-time engine cntrls all f yur channels. Create a prmtin, discunt, r any ther strategic initiative just nce and see it light up acrss all f yur channels. The redundancy and cmplexity created by the multiple engines and disjinted architectures f ther slutins are gne. Rle Centers and targeted metrics/kpis ffer real-time insights. Have ne hierarchy fr assrtments and a separate hierarchy fr replenishment, giving yu maximum flexibility fr seasns, stre frmats, and mre while minimizing the cst f inventry. Micrsft Dynamics fr Retail 12

14 Want t take advantage f new channel pprtunities such as reaching custmers with targeted prmtins that stimulate and extend the shpping experience? Well, nw yu can. Get the mst ut f Dynamic Web, a fully integrated nline strefrnt based n unique search technlgy and managed frm the same pwerful slutin that can drive yur POS, merchandising, rder management, and mre. Leverage Sites Service capabilities t pst prmtins, cupns, r discunt ffers t websites, marketplaces, r scial netwrks redeemable in-stre t help increase average transactin size. Offer the cnvenience f buy, ship, return, and mre scenaris acrss any channel. Need t restructure yur rganizatin instantly? Well, nw yu can. Perhaps yu have a new stre pening, r yu need t integrate new stre acquisitins, r perhaps yu re adding new distributin centers int the mix. Use pwerful visual mdeling capabilities t see yur entire business ecsystem, link new entities and lcatins, and have pwerful metadata and architecture apply thse changes immediately withut cding r cmplexity. Need t take advantage f the clud in the way that makes mst sense fr yur business? Deply n-premises r via private clud using subscriptin-based pricing mdels. Leverage clud-based services fr cmmerce, vendr qutes, warranty date capture, and mre deplyable with ease. WORLD-CLASS DELIVERY Tap the pwer f Micrsft Cnsulting Services Micrsft Cnsulting Services (MCS) is the cnsulting and enterprise supprt divisin f Micrsft. Micrsft cnsultants help businesses arund the wrld maximize return n their investment in Micrsft prducts and technlgies. This means helping with deplying and ptimizing IT, as well as helping businesses mve frward with IT initiatives that deliver the mst business value. Micrsft Dynamics slutins fr retail are a specific area f fcus fr MCS, wh can ffer a number f ptins t rganizatins interested in Micrsft prject management, Micrsft slutin deplyment, r supplemental supprt f a Micrsft Dynamics partner. Fr mre detail n hw Micrsft Services can help drive yur retail implementatin, visit SUMMARY It s an exciting time t be a part f retail at Micrsft. In the past tw years, Micrsft has becme a retailer with Micrsft Stres and has cntinued t drive a thriving cnsumer business with amazing prducts like Surface, Kinect, and Windws Phne. We have launched Micrsft Dynamics fr Retail, which is taking the industry by strm with custmers in mre than 38 cuntries. And we cntinue t be the leading prvider f stre systems infrastructure with Micrsft Dynamics fr Retail 13

15 slutins like Windws 8, Windws Embedded POSReady (Pint f Sale), SQL Server, System Center, and Windws Server. As we lk ahead, there s even mre exciting innvatin n the hrizn when it cmes t the user experience, including virtual shpping and gesture recgnitin with Kinect, the clud via Micrsft Azure and mre. And thanks t their investment in Micrsft Dynamics, retailers will be able t seamlessly harness all the pwer f that innvatin fr their business instantly. Like we said, as a cmpany we are all-in when it cmes t retail, and nwhere is that mre evident than in Micrsft Dynamics. (c) 2013 Micrsft Crpratin. All rights reserved. This dcument is prvided "as-is." Infrmatin and views expressed in this dcument, including URL and ther Internet Web site references, may change withut ntice. Micrsft Dynamics fr Retail 14