Transform Retail Planning from Spreadsheet Chaos

Retail

From merchandise planning to store operations, inventory optimization to omnichannel forecasting — we help retailers build connected planning systems that drive same-store sales and margin growth

Start your RETAIL transformation

Retail Industry Challenges

Retailers face omnichannel complexity, promotional planning gaps, and disconnected inventory allocation. Siloed planning across merchandising, stores, and finance leads to missed sales and margin erosion

Omnichannel Complexity

→ Store, online, and marketplace demand forecasted separately

→ Inventory allocation rules don't consider channel profitability

→ Fulfillment costs invisible to merchandising

⚠︎ Result : Inventory in wrong channels, online cannibalizes stores with no visibility, fulfillment eats margins

Promotional Planning Gaps

→ Promotional lifts modeled in spreadsheets

→ Markdown optimization done after the fact

→ Category managers can't model "what-if" scenarios

⚠︎ Result : Markdowns too late, promotional lift overestimated by 30%+, no scenario testing before commit

Real Estate & Labor Planning

→ New store openings modeled outside of financial plan

→ Store labor schedules don't flex with traffic forecasts

→ Lease renewals evaluated without profit contribution data

⚠︎ Result : Stores opened without traffic forecasts, labor costs spike during slow periods, no lease ROI data

Solutions

Keansa builds unified retail planning platforms that connect merchandising, supply chain, and finance — from demand forecasting through inventory optimization to store operations planning

Unified Demand Planning

✓ Store, DC, and online demand in one forecast

✓ Omnichannel inventory optimization

✓ Channel-specific margin targets and allocation rules

Merchandise Financial Planning

✓ Open-to-buy by category, class, and SKU

✓ Promotional lift modeling with what-if scenarios

✓ Markdown cadence optimized for margin targets

Store Operations Planning

✓ Labor scheduling tied to traffic forecasts

✓ New store rollout impact modeled in financial plan

✓ Comp store sales drivers tracked and forecasted

Supplier & Inventory Planning

✓ Lead time and supplier performance tracking

✓ Working capital forecasts by category

✓ In-season inventory rebalancing across stores

Our Capabilities

Whether you choose Anaplan, Jedox, OneStream, or BOARD, we deliver the same proven capabilities that drive planning excellence across your organization

Integrated Financial Planning

Annual budgets, rolling forecasts, and long-range plans in one unified model. Connect top-down targets with bottom-up drivers across departments

Real-Time Reporting & Analytics

Executive dashboards with live data, drill-down from P&L to driver detail, variance analysis with commentary workflows, and automated distribution

Multi-Scenario Modeling

Build and compare unlimited what-if scenarios. Model best/worst/likely cases, sensitivity testing on key assumptions, and board-ready scenario analysis

Automated Consolidation

Multi-entity, multi-currency consolidation with intercompany eliminations. Close cycle reduced from 15+ days to 5-7 days with full audit trail

Driver-Based Planning

Connect operational metrics to financial outcomes. Headcount drives compensation, units drive COGS, capacity drives CapEx — all in one model

Collaborative Workflows

Cross-functional planning with role-based access, approval workflows, version control, and comment threads. Finance, Operations, and Sales aligned

Platform Recommendations

We're platform-agnostic. We recommend what fits your needs

Platform

Best for

Sweet spot

Anaplan

Large multinational institutions

Complex multi-entity, 1000+ users, heavy regulatory (Basel III, Solvency II, IFRS 17)

Jedox

Regional banks & mid-market insurers

Excel-familiar teams, faster ROI, lower TCO, speed-focused SMEs

OneStream

Heavy consolidation needs

Multi-GAAP reporting, frequent M&A, complex intercompany eliminations

BOARD

Specialty/reinsurers

Underwriting-focused, complex scenarios, reinsurance treaty management

Ready to Transform Retail Planning?

We've helped several retailers optimize inventory, improve promotional planning, align merchandising with finance, and give leadership real-time visibility into category performance. Let's talk about your planning challenges

Book a Free planning assessment