Empowering Grocery Buyers to Make Decisions Backed by Data

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How a centralized assortment tool paired with predictive analytics provides more opportunity to delight consumers with unique products and stocked shelves.

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A leading regional grocery chain had deep expertise in tailoring product assortments to their local markets and individual stores, but buyers were struggling to get a clear picture of the impact of their decisions, leading to shelf updates with unpredictable returns. Our client needed a way to make smaller, more meaningful changes faster, and to better absorb the learnings from actions over time. A new centralized platform now gives buyers the right product insights at the right moment, balancing the art and science of assortment decisions.

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Reduces overall shelf activity planning timeline from one year down to three months
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Reduces individual assortment tailoring time from 20 hours to one hour

UX Research

UX Design

Data Mapping

Data Strategy

Data Viz

The Challenge

Unlocking Opportunity to Drive Change with Data

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We need more decisions built on data, not feelings. I want my buyers to use more strategy and get out of the weeds.

— Retail Analyst Client

The client’s original assortment tool was created as a centralized environment for the front-end of the product life cycle, but it was too complex for widespread, frequent adoption by decision-makers. Users lacked guidance around how to leverage features within the tool, data was not updated dynamically, and the tool required dedicated technical assistance. 

The constant swing in supply and demand due to COVID-19 created an immediate need to take a closer look at out-of-stock and overstocked products and changes in sales in order to better adapt to customer needs. Additionally, users were often reliant upon intuition and historical knowledge when making assortment decisions. A shift was needed to help team members go from using data to support their actions, to using data to inform their actions.

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The Solution

What We Created Together

young POC woman with long dark hair and glasses

This flow is user friendly, attractive, and would provide real value by moving decision-making processes that were ‘in the brain’ onto paper.

— Grocery Buyer

Goals Achieved
01 —

A centralized location to help buyers evaluate the health and effectiveness of their current assortment, identify opportunities and execute changes.

02 —

A decision-making application to optimize store-specific assortment changes, utilized across all departments and stores.

The new tool acts as a centralized place for buyers as they gain insight to make informed decisions, communicate to stakeholders and note anomalies for specific store sales and products. Additionally, they can leverage the tool to manage and evaluate new product candidates, organize items, invite suppliers to recommend products, and complete product vetting. 

The tool condenses large amounts of information to at-a-glance overviews that allow users to easily orient themselves, determine next steps, and resume workflows — leading to faster in-store impact, less guesswork and decreased manual data entry.

The New Application Helps Buyers
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Understand how assortments are doing

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Structure assortments

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Collect possible items for assortments

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Deploy changes to assortments

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Optimize assortments

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Removing Guesswork and Supporting Buyers with Predictive Testing

Fusing together analytics and activity management, the application will drastically reduce the overall shelf activity planning timeline from one year down to three months, and reduce individual assortment tailoring time from 20 hours to one hour. Most of all, it will give buyers more time and better tools to tailor products to their communities — the differentiator that sets the business apart from its competition and keeps consumers returning to the store.

Download the full case study for a closer look at our process, key activities, and more.

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Download the full case study for a closer look at our process, key activities, and more.

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