As a strategic partner, The Carlson Group incubates, builds and sustains smart custom programs that deliver value across consumer retail experiences.
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Scope Services Retail EnvironmentsCustom Fixture SolutionsShop-in-ShopPOPGraphics & Signage
DISCOVERYAssessmentProgram Strategy
DEVELOPMENTRetail MessagingDesignEngineeringPrototyping
EXECUTIONProgram PlanningManufacturingInstallationFulfillment
EVALUATIONTestingEvolution Planning
Our team passionately supports some of the world’s top brands.
We listen and collaborate; we care for and strengthen the brand image.
Together, we make something fresh and unique; we bring the brand experience to the consumer.
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It's complicated.
Think of us as choreographers, in the middle of it all, making it all work. Coordinating a world of moving parts - store planning, visual merchandising, procurement, store construction, marketing - we ensure that the outcome, the solution, is compelling and beautiful, in sync and profitable.
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› A Strategic Approach
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How we think, prepare, and anticipate… delivers lasting value.
We start our work at precisely the stage you happen to be and combine this thinking with our broad base of industry smarts to accomplish the task at hand: More revenue for your brand.
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› A Strategic Approach
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We take a comprehensive view.
It's a strategic approach rooted in Total Program Value. We think anew and map out the circle - trends, consumers, environment, planning, procurement, investment and return.
You need to innovate to succeed. To build on success, it's important to understand what it is that delivers results in the market.
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› A Strategic Approach
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We don't do everything.
We only do the things that matter most. Work and partner with the best of the best. Know what you need — consumer strategy, communications strategy, digital media and so forth. Whatever you need, we can tap into our extensive network of experts and deliver. You get exactly the expertise you need. Easy, seamless, integrated.
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› A Strategic Approach
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Total Program Value
If you take away only one thing, consider this: our strategic approach ensures that your investment delivers the greatest possible value to your brand. Here’s why:
› The Foundation ~ Programs built on knowledge — of consumers, markets and your brand.
› The Legacy Assets ~ We’ll look at everything you’ve invested in to date and we’ll make the most of what works and has value.
› The Long View ~ Being strategic means looking out over the horizon and making decisions that are right for your future.
› The Outside Perspective ~ We might ask you to step outside your comfort zone. It's our job to challenge assumptions and we will. We promise we'll be nice about it. It's also our job to be thought leaders in order to support your brand and bring you distinct competitive advantages.
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› A Strategic Approach
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What this means for you:
The tribal knowledge that you have of your brand and its trajectory, and your insider, in-house perspective—that's the keystone for everything we do.
All that good, juicy stuff you’ve come to know combined with our experience, retail market knowledge and know-how means you can expect returns and results uniquely suited to your brand.
Both market trends and brand initiatives have implications for your approach to retail.
Make sure you’re set up to succeed as you move in new directions, and that successful innovations can be deployed throughout all of your retail outlets.
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› It All Comes Down To You...
Now, more than ever, analog and digital retail are being integrated in the store environment.
MARKET TREND
ENGAGEMENT › Digital mediums can amplify consumer engagement and it’s essential to understand how digital can fit seamlessly into the brand experience.
TECHNOLOGY › Get to know your options for technology. How do they compare in all areas of cost, from purchase and maintenance through content updates?
RETROFIT › If your evaluation reveals that these mediums are effective, learn know how they can best be retrofitted into older programs.
IMAGE : Intel Digital Signage Prototype
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› It All Comes Down To You...
The pace of changecontinues to accelerate.Retail can’t sit still.
MARKET TREND
ANTICIPATE › Know where your brand is going. Your retail programs should be designed to anticipate change.
FLEXIBILITY › Consider designs that are built to accommodate frequent updates, from fresh messaging to new product initiatives, to the ability to add program elements seamlessly.
PROTOTYPES › Prototype evaluation – especially in real world environments – gives you unmatched visibility and insight into a program’s effectiveness. Use those insights to continue the cycle of evolution.
IMAGE : Ducati Singapore via Pro-Italia
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› It All Comes Down To You...
An explosion of experiential retail is adding excitement to the industry.
ENTERTAINING › Shopping at its best is entertainment. Physical retail enriches the experience by offering personal contact, hands-on engagement with products and the excitement of a brand’s edited point of view about what’s important.
PERSONALIZED › Brands and retailers who are creative in using the wealth of data available to better understand their consumers can offer them exactly what they want, and need, from the store experience (sometimes before those consumers know it themselves). The most personal experiences where the individual consumer is understood, remembered, and anticipated is the ideal in any channel, from value to prestige.
OMNICHANNEL › The multichannel retailer has the opportunity, as well as the responsibility, of using technology in ways that add to the retail experience. Technology is both an integral part of today’s store and a complementary offering to physical retail. In store, consumers expect a seamless integration of technology that goes beyond cost-of-entry, providing a deeper, content-rich and more personalized experience.
IMAGE : Crown Fountain - Millennium Park, Chicago.
MARKET TREND
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› It All Comes Down To You...
Rethinking the shared service footwear deck for Dick'sSporting Goods involved a complete strategic evaluation of the current fixtures, floor plan, and signage package.
Key insights allowed the client to see beyond operational challenges and ultimately deliver a shopping experience which exceeded customer expectations.
DICK’S SPORTING GOODSFOOTWEAR DECK
Strategic Partner › HUENAs strategic partner, Huen’s scope of work for the project included the following: Consumer Research and Strategy, Retail Assessment and Strategy, Communication Strategy, Merchandising Direction and Creative Direction.
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› Success Stories
BEFORE CLIENT RENDERING
DICK’S SPORTING GOODSFOOTWEAR DECK DISCOVERY
BRAND INTERVIEWRETAIL AUDIT
ASSESSMENTPROGRAM STRATEGY
DIRECTIVES
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› Success Stories
LACK OF EXCITEMENT & THEATER
UNCLEAR NAVIGATION & IMPAIRED SIGHTLINES
CLIENTLOGO / SHARED SERVICE FOOTWEAR PROGRAM / 10.14.2010_r0
/ CONSUMER OBSERVATION & INTERCEPTSWHAT WE LEARNED
FINDING THEIR STYLE AND SIZEWhen they browse the open sell area, they think it’s easy to find the right shoes.
When they’re looking at wall displays, they need more help.
What they say (they didn’t have trouble) and what they do (zigzag back and forth) differ.
17PROPRIETARY AND CONFIDENTIAL.
/ © 2010 THE CARLSON GROUP + HUEN. ALL RIGHTS RESERVED.
LACK OF SEATING
DICK’S SPORTING GOODSFOOTWEAR DECK DISCOVERY
BRAND INTERVIEWRETAIL AUDIT
ASSESSMENTPROGRAM STRATEGY
DIRECTIVES
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› Success Stories
DICK’S SPORTING GOODSFOOTWEAR DECK DEVELOPMENT
RETAIL MESSAGINGCONCEPTUAL DESIGN
DESIGN INTENTENGINEERINGPROTOTYPING
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› Success Stories
AFTER
DICK’S SPORTING GOODSFOOTWEAR DECK EXECUTION
PROGRAM PLANNINGMANUFACTURING
INSTALLATIONWAREHOUSING
FULFILLMENT
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› Success Stories
DICK’S SPORTING GOODSFOOTWEAR DECK EVALUATION
TESTINGDATA ANALYSIS
INTERPRETATIONEVOLUTION PLANNING
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› Success Stories
Developed a footwear end cap program meeting Academy’s in-store selling requirements while amplifying each brands DNA to create a unique selling space
ACADEMY SPORTS + OUTDOORS ENDCAP PROGRAM
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› Success Stories
New Balance Endcap
± .015
2281 - 9900
SCALE:
DATE: C
REV. LEVEL:
SEE BOM
DRAWN BY:
LVL: DESCRIPTION: DATE:
SHEET:
08-28-09
A
B
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10-28-09
01-22-10
MATERIAL: ----
350 East 22nd StreetLombard, Illinois 60148
TITLE:
----FINISH:
SEE BOM
ACADEMY-UA END CAP MAIN ASSEMBLY
PROTOTYPE RELEASE
PARTS REVISED
PARTS ADDED/REVISED
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material and information now allowed by statutory or commonlaw or hereinafter granted.
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This drawing is part of an original design submitted as part of a confidential and proprietary presentation. This drawing is copyrighted and may not be copied or reproduced in any means or manner without theexpress written approval of TCG. All rights to this drawing in whatever form it may appear, shall remain theexclusive and sole property of TCG, and copyright protection is claimed all other forms of copyrightable
TOLERANCES: (UNLESS NOTED)
48.129
ITEM QTY. PART NUMBER JOB PART NO REV MATERIAL FINISH DESCRIPTION
1 2 GRAPHIC HEADER 36 2281 171 A 0.020 WHITE STRYENE PRINT 4 COLORS, 1 SIDE ----
2 2 GRAPHIC HEADER 12 2281 173 A 0.020 STYRENE PRINT 4 COLORS, 1 SIDE ----
3 2 HEADER COVER 12 2281 176 X 4.5mm CLEAR ACRYLIC ROUTER CUT AS SHOWN ----
4 2 HEADER COVER 36 2281 177 X 4.5mm CLEAR ACRYLIC ROUTER CUT AS SHOWN ----
5 1 BASE SUB-ASSEMBLY 2281 1900 A SEE BOM SEE BOM ----
6 1 HEADER SUB-ASSEMBLY 2281 1903 B SEE BOM SEE BOM ----
7 1 MEDIA PANEL SUB-ASSEMBLY 2281 1911 B SEE BOM SEE BOM ----
8 8 PANEL SUB-ASSEMBLY A 2281 1914 B SEE BOM SEE BOM ----
9 1 TOWER SUB-ASSEMBLY 2281 1917 A SEE BOM SEE BOM ----
10 1 TOWER CAP SUB-ASSEMBLY 2281 1918 A SEE BOM SEE BOM ----
11 6 3/8-16 x 1.250 SOCKET CAP SCREW A101-2911-0102 STEEL BLACK OXIDE HEX SOCKET BUTTON HEAD
12 4 #10 x 0.750 SHEET METAL SCREW A110-1808-0001 STEEL ZINC PHILLIPS PAN HEAD
36.5
119
82.5
58.5
6
69.5
7
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8
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ACADEMY SPORTS + OUTDOORSENDCAP PROGRAM DEVELOPMENT
RETAIL MESSAGINGCONCEPTUAL DESIGN
DESIGN INTENTENGINEERINGPROTOTYPING
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› Success Stories
Facilitated all project communications including design reviews and sell-in between Academy and the
participating brand partners.
Under Armour Adidas Nike Wolverine Skechers Asics/Puma Lifestyle Kids Reebok New Balance
ACADEMY SPORTS + OUTDOORSENDCAP PROGRAM EXECUTION
PROGRAM PLANNINGMANUFACTURING
INSTALLATIONWAREHOUSING
FULFILLMENT
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› Success Stories
ACADEMY SPORTS + OUTDOORSENDCAP PROGRAM EXECUTION
PROGRAM PLANNINGMANUFACTURING
INSTALLATIONWAREHOUSING
FULFILLMENT
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› Success Stories
Program designed and value engineered formaximum compact build, reducing packagingmaterials and shipping costs
COLUMBIA SPORTSWEAR FIXTURE PROGRAM
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› Success Stories
COLUMBIA SPORTSWEARFIXTURE PROGRAM DEVELOPMENT
RETAIL MESSAGINGCONCEPTUAL DESIGN
DESIGN INTENTENGINEERINGPROTOTYPING
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› Success Stories
COLUMBIA SPORTSWEARFIXTURE PROGRAM EXECUTION
PROGRAM PLANNINGMANUFACTURING
INSTALLATIONWAREHOUSING
FULFILLMENT
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› Success Stories
Program designed and value engineered for using sustainable materials and maximized common components to leverage higher piece-part quantities throughout the system.
THE NORTH FACE FIXTURE PROGRAM
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› Success Stories
THE NORTH FACE FIXTURE PROGRAM DEVELOPMENT
RETAIL MESSAGINGCONCEPTUAL DESIGN
DESIGN INTENTENGINEERINGPROTOTYPING
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› Success Stories
THE NORTH FACE FIXTURE PROGRAM EXECUTION
PROGRAM PLANNINGMANUFACTURING
INSTALLATIONWAREHOUSING
FULFILLMENT
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› Success Stories
Web Site
Locations
Leadership
Memberships
Inception
Incorporation
Structure
Tax ID
Dun & Bradstreet Number / Rating
www.carlsongroupinc.com
USA:HQ: Chicago350 E. 22nd StreetLombard, IL 60148
Contact: Mark Adams, [email protected]
Additional Offices:Portland, ORLos Angeles, CA
CHINA:Shanghai789 Zhaojiabang Road, 10th Floor Unit 3Shanghai Jun Yao International PlazaShanghai, China 200032
Greg Carlson, Principal John Carlson, Principal Mark Adams, Chief Operating OfficerScott Reczek, ControllerBrad Kurz, Creative Director Sabine Liu, Managing Director, ChinaCharles Tracy, Program Services DirectorLaura Dillon, Human Resources Director
Path to Purchase InstituteA.R.E.IDSA
1999
Oregon
S-privately held
93-12652222
17-117-3219 / 1R3
Company Overview
SS-CO
Adidas AmericaAcademy Sports + OutdoorsAshworthAsics AmericaColumbia SportswearDick’s Sporting GoodsDockersEverlastJanSportKeenMountain HardwearNew BalanceNikeNintendoOakleyOnitsuka TigerRedingtonReebokReefSephoraSkechersSonySorelSpeedoSports AuthorityTaylorMade-adidas GolfTevaThe North FaceTimberlandUnder ArmourUrban DecayVans
Clients
SS-CLI
Recognition
(Left to right)
Top Row:Timberland Pro Core Fixture ProgramTimberland Kids ClubhouseTimberland Women’s Fixtures
Middle Row:The North Face Boise, IDThe North Face DSG Wardroberadidas Outlet Program
Bottom Row:Reef Denim and Tee StackerReef Girls Nesting Table Set
We are passionate about creating memorable retail experiences. Every so often, we are honored to be recognized for that passion. Our work has garnered 17 Design of the Times Awards, 7 POPAI Outstanding Marketing at Retail Awards and special recognition for sustainability and green awareness from ARE.
SS-REC
Recognition
(Left to right)
Top Row:Asics Tech TowerAsics Kayano POP LaunchAsics Counter Display
Middle Row:Nike One Counter DisplayTaylor-Made TP Red/Black Ball ToweradidasGolf Tour 360 Program
Bottom Row:Nike Bauer Hockey Flexlite DisplayNike Pro Fixture H-Rack
SS-REC
Brand InterviewKickoff meeting with project stakeholders to understand brand positioning as well as all challenges and requirements of the project.
Retail AuditPhotographic documentation of current in-store programs to identify trends, best practices and opportunities.
AssessmentSummarize learnings and relate back to project objectives.
Program StrategyDetermine an approach to guide concept development and ensure solutions are in alignment with consumer behavior and the brand.
DirectivesInsights are translated into specific design principles which are adhered to throughout concept development.
It involves aggregating your needs and project parameters while aligning that information with the overall goals of the design. If needed, additional insights are gathered through market audits and competitive brand assessments. Through this process design and merchandising principles are established and reviewed with project stakeholders before concepting begins. These guidelines are the lens through which all concepts are viewed.
DISCOVERY
SS-DIS
Deliverables*
R1Loose sketches enable us to quickly visualize big picture concepts without getting bogged down in details.
› 2D black and white sketches exploring aesthetic direction and functionality
› 2D color elevations exploring color usage, graphic and logo treatments
R23D color renderings of individual fixtures explore materials and merchandising, with sufficient detail to communicate features and functionality.
› 3D color renderings with merchandise
› 3D color shop configurations
› Materials and finishes called-out, physical samples provided
R3Fully rendered 3D environments facilitate internal buy-in for final concepts before proceeding to engineering and pricing.
› Sufficient detail to direct engineering and pricing
› Final material board(s) provided
*scope/deliverables vary by project
Beginning with loose, hand sketched concepts, our design process aims to build consensus throughout development. By focusing on design principles defined in Phase I, concepts are weighed and evaluated according to project objectives. This allows the solution to evolve through a logical progression of ideas, and eliminates subjectivity when choosing a final design direction.
DEVELOPMENT
Conceptual Design
SS-DEV-CD
GlobalDomestic and offshore strategic partners
CapacityUSA : 3M+ square feet
CHINA : 13M+ square feet
Partner AttributesTrade specific…selection based on core competency and expertise
Flexible…ability to fabricate material and components
Performance…qualified and tested to TCG’s performance standards
BenefitsCapacity…allows for blended production and risk mitigation
Buying power…negotiation leverage through multiple supplier sources
Flexibility…not tied to fabrication methods or materials
Speed to market…enabled by a network of suppliers and blended options
Material / Component Disciplines › Wire and Metal
› Wood
› Acrylic
› Glass
› Vacuum Forming
› Injection Molding
› Graphics
› Digital/Interactive
› Textiles
› Recycled
› Found Object
› Sustainable, Green
China OperationsShanghaiLocated at Junyao International Plaza
Operations8 years
Staff Dedicated team focused on QC / Compliance / Logistics
PartnersStrategic relationships with 10 core suppliers
Volume75% of production mix generated in China
EXECUTION
Manufacturing
SS-EXE-MA
Production Viability & Best PracticeConsult extensively with supplier partners during engineering phase to establish best production methods for lowest cost and highest quality of components and assembled parts.
Sample ApprovalProvide material and finish samples for approval and use as control samples during production.
On-site MonitoringOn-site inspection and monitoring throughout production from work in progress fabrication through assembly and pack-out.
First Article ReviewPerform first article inspections on all component parts to assure compliance toengineering specification.
Fit & FunctionConduct tests to verify mating and functionality of parts.
Test Pack-outsConduct test pack-outs to evaluate carton performance and inner pack protection.
Finished Goods AuditConduct inspection after assembly/pack-out to confirm contents, fit/function and ease of assembly.
Program ImmersionComplete extensive review sessions with our program services team using a client facing program playbook to enhance field performance and customer service responsiveness.
TourProvide on-site facility tours for project stakeholders
EXECUTION
Quality Control
SS-EXE-QC
EXECUTION
Program ServicesGlobal program support for implementation of retail executions
Services
Warehousing & Fulfillment
Inventory Management
Site Surveys
Installations
Logistics
Recycling
BenefitsSimplified approach: Efficient consolidation of inventory and services—one stop shop for your direct to store services.
Dedicated staff: Single point of contact for all services.
Customer service: Direct response communication protocols for your programs.
Program immersion, field support: Extensive program review sessions with our team using a client facing program playbook to enhance direct field support and customer service responsiveness.
System Tools: MAS 500 ERP and OnTrack™ proprietary system for order fulfillment, real time inventory management and tracking.
SS-EXE-PS1
EXECUTION
Program Services
Warehousing & FulfillmentUS, Canada, Europe and Brazil locations1,000,000 sq ftISO and Lean certifiedComplete pick and pack servicesStore/shop rollouts
Inventory ManagementERP system managed, real time Customizable reports - usage, rolling, stock status, forecasting and cycle counting
Site SurveysCustom, specific surveys to fit unique scope of work and multiple locations. CAD drawings available upon request.
InstallationsValue added installation manual Complete install services:
› Build outs
› Fixtures
› Graphics/Signage
› Retrofit Kits
› Electrical
Digital images and sign off sheets provided within 48 hours of install.
LogisticsNorth AmericaParcel – FedEx & UPS serviceLTL Air ride trailersPad wrapLift gate/rampInside deliveryWhite glove POD reporting
InternationalGlobal DistributionContainer/freight forwardingAir freight
RecyclingEnd of life fixtures and graphicsObsolete inventory Reporting:
› Recycled vs. landfill
› Weight/% of material diverted from landfills
› Info can be used for sustainability marketing purposes
SS-EXE-PS2
Features › Secure login
› User access levels
› Project snapshot, archives
› On-line document approval, change
Benefits › Centralized information
› Speeds review, approvals
› Streamlines project team communication
› Portability, accessibility
› Less stress
Our proprietary project management system which allows you to manage more projects more efficiently. It facilitates project flow and communications into an effective, efficient format that allows you to schedule, communicate, organize, review and share important project milestones.
SS-PL
Reports › Inventory (program and rep)
› Location order history (by location)
› POD Tracking
› Order status
› Activity (most or least ordered item)
› Backorder
› Distribution
› Transportation
› Allocation/order history (by users)
Features › Secure login
› User access levels
› Easy order entry
› Order history archive
› Reporting
› On-hand inventory
› Backorder
› Critical re-ordering levels (timing)
› Trending (activity orders by item and volume)
Benefits › 24/7 access
› Inventory levels by item/by rep
› Rep selling tools and aids
› Digital image of display with specific information, such as instruction sheets and plan-o-grams
› Real time inventory tracking
Our proprietary order fulfillment and inventory management tool that features order cart entry, shipment tracking, and inventory allocations by region or field rep. It allows field access to instruction sheets, plan-o-grams and other important documents.
SS-OT
Prototype Review Book
Features › Check list of all design and visual
merchandising solution objectives
› Material samples and alternatives
› Renderings with merchandise to verify capacity, shop-ability
› Master CAD, engineering drawings to verify fit and function
› Documentation of all program elements
Benefits › Program consistency
› Simplifies project team decision making, approvals
› Eliminates misinterpretation, translation errors
› Detailed documentation of all changes, directives
This provides a unified focus on consumer/shopper objectives and solutions. It shines a pre-production spotlight on potential manufacturing problem areas while providing a place to aggregate all stakeholder perspectives, comments and directives.
SS-PRB
Program Playbook
Features › Color renderings with merchandise
› Main assembly drawings
› Floor plans, shop layouts
› Instruction sheets
› Customer service contact
Benefits › Saves time and money by eliminating
guesswork
› Streamlines communications
› Reduces managerial oversight, workload
› Program training tool for on-boarding new team members
This unifies consistency across formats and channels by providing a single source to reference program drawings, shop layouts, assembly instructions and shipping information.
SS-PP
Sell-in Guide
Features › Description of fixture element solutions,
visual merchandising suggestions
› Iterative floor plans/layouts help retailers visualize program
› SKU assortment per fixture
Benefits › Unified, consistent selling tool for achieving
retailer acceptance
› Helps to push program into more doors
› Helps to secure better retail floor position
This provides a consistent vehicle to sell-in programs to retail partners by putting a focus on retailer needs. It is a visual representation of how solutions work on retail floors and has the added benefit of fostering future program acceptance and expansion.
SS-SIG
Installation Manual
Features › Installation steps and procedures
› Item key and coded packaging descriptions
› Distribution and location plan summaries
› Elevations, floor plans, shop layouts
› Merchandising and set-up details, call outs
› Main assembly engineering
› Instruction sheets
Benefits › Cost efficiencies through standardization
› Minimizes surprises by addressing all potential issues upfront
› Streamlines communication
This establishes global guidelines for achieving consistency in presentation. This manual provides the framework for installtions to run on-time, on-budget and meet all of your expectations.
SS-IM