Charter: Standard RFP for Distributed Order Management Systems

Transcription

1 Charter: Standard RFP for Distributed Order Management Systems Status of this Document This document is an ARTS Last Call Working Draft Charter, ready for full draft and review by the Executive Committee. Copyright 2015 NRF. All rights reserved.

2 2 of 6 TABLE OF CONTENTS 1. INTRODUCTION VERSION CHANGE HISTORY TEAM NAME TEAM MISSION MEMBERSHIP ROSTER BUSINESS JUSTIFICATION VERSION 1.0 MISSION SCOPE... 4 In Scope for Version Out of Scope for Version BUSINESS VALUE PROPOSITION RFP SECTIONS SAMPLE REFERENCES OUTSTANDING ISSUES PROJECT ESTIMATES GLOSSARY... 6 Copyright 2015 NRF. 2

3 3 of 6 1. Introduction This document serves as the ARTS Distributed Order Management RFP Work Team Charter and executive overview document. It has been developed following the ARTS Operations Guide. 2. Version Change History Event Changes Date Version 1.0 In Process 3. Team Name The proposed name change for this ARTS Work Team is the Distributed Order Management RFP Work Team. 4. Team Mission This team s mission is to produce a standard RFP template to help retailers qualify and evaluate an appropriate distributed order management system (DOMS). The intended usage of the template is to act a starting point for the creation of a retailer s specific request of a vendor. 5. Membership Roster Board Sponsor: Jerry Rightmer Chairperson: John Carney Members: Paul Rombach Ken Dschankilic Leo Rubakhin Ravi Kota Sergei Kalfov Dan Conway Debra Bacon Jim Jones Ulf Bettinger Tim Hood Rande Willison Richard Halter Karen Shunk Starmount Systems Starmount Systems AT&T Canadian Tire Epicor Lululemon Nordstrom Oracle REI REI SAP SAP Tire Kingdom ARTS ARTS Copyright 2015 NRF. 3

4 4 of 6 6. Business Justification Retailers are investing heavily in developing robust omnicommerce businesses that deliver the requirements of demanding customers, while setting a platform for the inevitable changes that are coming in the dynamic omnicommerce environment. A key capability within the omnicommerce landscape is a flexible distributed order management system that supports order fulfillment from optimal locations with the objective of balancing the use of inventory, customer satisfaction and retailer cost. An ARTS standard RFP will dramatically reduce the cost of the procurement process for retailers by giving them a start on the research process and reducing the time to market, while helping them select the best solution for their specific needs. 7. Version 1.0 Mission Scope In Scope for Version 1.0 This document will focus on the B2C capabilities of Distributed Order Management Systems. Features not core to the operation of the DOMS, but vital to the completion of the order lifecycle will be called out as necessary or desired integrations. Integration with shipping provider during take/order lifecycle conversation Returns (single and cross channel) Settlement and Revenue Recognition o Returns o Pre-authorizations o Lifecycle for RR Analytics Identification of third parties (systems, software, services) for missing or desired functionality Order Modification (i.e. Substitutions, Additions) capabilities o Rules based o Logic/flexibility o Acceptable substitution policy o Manual modifications Costing o Related to shipping o Retailer cost for completion vs. customer price/paid o Markdown impact Fulfillment Costs (cost of the order) o Sourcing o Pick and Pack Ship capability Shipping EAN integration Inventory Knowledge / ATP (Distribution Center, Warehouse, Store, Drop Ship) Catalog (importation) Order Pricing Strategy Capability Customer Data (integration or consumption) Customer restrictions capability (hazardous and regulatory) Customer notification capability Tax Handling Copyright 2015 NRF. 4

5 5 of 6 Out of Scope for Version 1.0 Specific Order Capture methods are out of scope. This document will treat systems like Point of Sale and E-Commerce only as equivalent entry points for the services responsible for order creation. Order Capture (POS, E-Commerce, etc.) Warehouse PO Management 8. Business Value Proposition Problem: Distributed order management presents complex problems for retailers today. Between the demands of E-commerce and standard brick and mortar retail operations, retailers must make astute and informed choices when selected solutions spanning multiple systems. Solution: This charter will define the key areas for questions retailers must ask when selecting a Distributed Order Management system. 9. RFP Sections Sample Orchestration of fulfilling an order vs order management ARTS Standard Sections are assumed Architecture o Deployment (cloud vs. on premises) o Application o Data Architecture Capture process Fulfillment process Sourcing Services/delivery scheduling Services/capabilities (as orchestration) Multi-fulfillment sources (outside of the building) Inventory o Capabilities/tracking in DC s, multiple locations, fulfillment locations Capacity and Performance (expected load capability in a retail environment) Analytics and optimization for the sourcing orchestration Interface/API o API o Batch o WS, Types, Etc. Alerting and monitoring of the order state Copyright 2015 NRF. 5

6 6 of References 11. Outstanding Issues 12. Project Estimates Deliverable Estimated Date Actual Date 13. Glossary Term Distributed order management Omnicommerce Definition Pay anywhere, fulfillment from anywhere is what makes an order management system a distributed order management system. A customer-centric approach (as opposed to a channel-centric approach) to the seamless customer experience, blending the physical, digital and online retail experiences. Copyright 2015 NRF. 6