1. This is Retail
Vertical Overview

2. Retail Vertical Overview
Defining the Vertical
Current Market and Key Players
Critical Business Issues and WFG! Solutions
Additional Resources

3. Retail Overview
Traditional
Retail
Hospitality
Dining
Entertainment

4. Retail Overview
Traditional
Retail

5. Sub Verticals Traditional Retail Grocery Big Box Specialty Whole Foods
Kohl’s
Nike

6. Retail Overview
Hospitality

7. Sub Verticals
Hospitality
Lodging
Casinos
Marriot
MGM Resorts

8. Retail Overview
Dining

9. Sub Verticals
Dining
Casual Dining
Quick Serve
Red Robin
Starbucks

10. Retail Overview
Entertainment

11. Sub Verticals Entertainment Theaters Theme Parks Regal Cinemas
Universal Studios

12. Traditional Retail Adding Value Market Drivers Opportunities
Anyone with stores.
Increase sales by providing the best customer experience
Decrease/ Control Costs through a better labor spend
Improve Compliance
Manual Processes
Legacy Systems
Schedules not aligned with customer demand
Reporting is after the fact, not actionable
Create annual sales and labor budgets, and near term predictive sales forecasts
Create a best fit schedule to meet customer/traffic demand within those budgets
For example: Hiring is manual, spreadsheets for budgets and schedules. Really old stuff. Schedules with customer demand.
Adding Value
Provide time tracking to measure against labor plans and pay people properly
Reporting tools provide KPI monitoring to measure and correct performance during the week.

13. Labor law compliance to stay out of the press
Dining
Market
Drivers
Opportunities
Casual Dining
Quick Serve Restaurants
Manufacturing and Distribution (Panera).
Compliance
Employee Retention
Better scheduling tools
Cost Reduction
High Turnover
Franchises
High labor cost compared to sales (25-35%)
First to get class action suits
Hire the best employees, keep them longer
Improved Guest experience
Panera uses us only in the manufacturing and distribution center.
Adding value
Labor law compliance to stay out of the press
Control labor costs

14. Hospitality Market Drivers Opportunities
Hotels, Resorts, Casinos, Property Management companies
Cloud/Shared Services
Accurate pay
Employee Retention
Guest Experience
Complex Union labor requirements
Diverse staffing mix
Laws that only affect their industry
Hire the best employees, keep them longer
Improved Guest experience
Housekeepers, restaurants, drivers, front desk, dealers, etc. Almost like a miniature city.
Cloud is a big deal here, because centralizing and controlling data is really important.
Time shares (Property Management Companies)
Adding value
Labor law compliance to stay out of the press
Control labor costs

15. Entertainment Manage and monitor Minors Improved Guest experience
Market
Drivers
Opportunities
Theme Parks, Sports Venues, Golf Clubs, Museums
Cloud/Shared Services
Accurate pay
Employee Retention
Guest Experience
Large population of employees under 18
Diverse staffing mix
All about guest experience
Manage and monitor Minors
Improved Guest experience
Adding value
Diverse data collection methods
Flexible configuration, yet Centralized control

16. Key Influencers Traditional Retail/Dining Hospitality Operations
Operations Executives
Labor Planning Team
Field Directors
Finance
Finance Officers
Budget Team
Payroll HR
Human Resource Director/VP IT
CIO
Architecture Team
IT Standards Team
Other
Corporate Counsel
Store Managers
Hospitality
Operations
VP Dining Outlets
VP Rooms
VP Guest Experience
Finance
Finance Officers/VP
Business Officers HR
Human Resource Director
Payroll Director IT
CIO
Security Officers (Cloud)
Other
Franchise Community

17. Key Influencers Entertainment HR IT Other Finance Finance Officers
Budget Team
Payroll HR
Human Resource Director/VP IT
CIO
Architecture Team
Other
Entertainment Team (Shows)
Entertainment Team (Attractions)
F&B Team

18. Critical Business Issues
Increase Store Productivity
Improve Visibility and Control
Mitigate Compliance Risk
Improve The Quality of Your Workforce

19. Forecasting and Scheduling Have a Dramatic Impact on Business
REAL WORLD SATURDAY CUSTOMER TRAFFIC
25%
20%
15%
10% 5% 0%
■ Traffic
12 pm
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
Saturday represents 37% of total store sales – Customer traffic increases through the afternoon…

20. Traffic Is Up But Sales Drop Off
REAL WORLD SATURDAY CUSTOMER SALES
25%
20%
15%
10% 5% 0%
■ Sales
■ Traffic
12 pm
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
…but store sales don’t keep pace.

21. Wasted Expense and Loss of Sales
REAL WORLD SATURDAY SCHEDULE COVERAGE
25%
20%
15%
10% 5% 0%
12 pm
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
Over-scheduling Results in
Increased Labor Expense
Under-scheduling Results in
Decreased Sales & Customer Satisfaction

22. Account For Seasonal Variations
Forecast Accurately
Sat
6 am
6 pm 12
Sun
Forecast
Sales
Calculate an accurate forecast based on historical and current business drivers
Key Benefits
Account For Seasonal Variations
Annual Events
Holidays season

23. Forecast Accurately The best balance of accuracy and practicality
Sat
6 am
6 pm 12
Sun
Forecast
Workload
Forecasting to 1 hour =
Forecasting to 15 minutes =
Forecasting exactly =
= 94.5 hours
= 88.3 hours
= 87.5 hours
92% Match to theoretical forecast
99% Match to theoretical forecast
100% Match to theoretical forecast
The best balance of accuracy and practicality

24. Sophisticated optimization algorithm converges on “best fit” schedule
Plan Accurately
Sat
6 am
6 pm 12
Sun
Forecasted
Workload
Lisa
Kylene
Kathy
Carol
Liz
Dan
Charlie
Linda
Beth
Drew
Jennifer
Nancy
Sophisticated optimization algorithm converges on “best fit” schedule
Key Benefits
Control labor cost
Minimize over coverage
Improve Productivity
Workforce aligned with customer demand

25. Identify most appropriate replacement while maintaining compliance
Execute Consistently
Sat
6 am
6 pm 12
Sun
Forecast
Workload
Lisa
Kylene
Kathy
Open
Liz
Dan
Charlie
Linda
Beth
Drew
Jennifer
Nancy
Key Benefits
Control Labor Cost
Minimize OT
Minimize Compliance Risk
Automate scheduling policies
Improve Productivity/Morale
Honor availability/preferences
Identify most appropriate replacement while maintaining compliance

26. Handle Complex, Changing Labor Laws
Centralized Policy Administration
Audit Trails
Centralized Visibility
Uniform Enforcement
Reduce Costs
Minimize Risk
Create Fair Environment
Deter Legal Action

27. Customer Success Stories
Store Productivity
Visibility and Control
Compliance
Workforce Quality
+ 2.7% conversion rates
Optimization increases Deli Sales
“Double-digit” productivity gains
.58% reduction in labor % to sales
25% increase in customer satisfaction
Greater consistency across stores
Minor age employee work rules
Meal, break, and key-holder coverage
Union contracts
30% reduction in turnover
$1.4m annual savings
900 applications processed in 4 days
Most Widely Adopted and Deployed

28. Scheduling & Forecasting Impact
CONTROLLED LABOR COST
.7% increase in sales
6% increase in sales per labor hour
3% increase in conversion rate
MINIMIZED COMPLIANCE RISK
1% reduction in payroll
IMPROVED WORKFORCE PRODUCTIVITY
Highly manual and error-prone scheduling process replace with automated process
6% Increase in Sales per labor hour
Retailer Profile Revenue
$2 billion in sales
Employees
20,000+ worldwide
Stores
Thousands of locations

29. Scheduling & Forecasting Impact
CONTROLLED LABOR COST
2% increase in productivity across all stores
MINIMIZED COMPLIANCE RISK
Reduction in payroll through schedule enforcement at the clock
IMPROVED WORKFORCE PRODUCTIVITY
Outdated workforce management system replaced with Workforce Go! with automated scheduling compliance
2% Increase in productivity across all stores
Retailer Profile Revenue
$4 billion in sales
Employees
20,000
Stores
125