Real-Time Retail Intelligence

This platform transforms retail agility by unifying fragmented data into a real-time lakehouse. Integrating global store, inventory, and sales streams, this solution eliminated reporting lag, driving an 8.8x ROI in the first year and a 30% reduction in out-of-stocks through predictive supply chain efficiency

Problem Statement

Decision-makers lack a unified portal to track global sales, check real-time inventory, manage supply chains, and receive predictive alerts, decreasing overall organizational agility and margin capture.

Goals

  1. Unify 23 legacy systems into a single source of truth for metrics.

  2. Deliver real-time insights with sub-5 minute data ingestion latency.

  3. Optimize turnover and reduce stock-out rates 30%.

  4. Enable 80% self-service analytics via interactive BI dashboards.

Product Overview

The Real-Time Retail Intelligence Platform is a unified interface for retailers, providing everything required to manage global sales and inventory. The system offers real-time ingestion, demand forecasting, and pricing alerts for a data-driven experience including sub-5 minute latency and 360° customer awareness.

With automated pipelines, instant self-service access, and integration for merchandisers, the platform ensures every decision is efficient and evidence-based. Whether it’s managing peak season pricing, optimizing stock levels, or enjoying a seamless digital reporting experience, this lakehouse is built to maximize margin and operational throughput globally

Responsibility

Tools

Design Process

The design process follows a structured approach: Understand user needs, define key features, ideate solutions, design the interface, and test for usability and performance. This ensures a user-centered, functional, and engaging app experience.

Understand

User Research

User Interview

Competitive Analysis

Define

User Personas

Empathy Map

User Journey

Ideate

Information Architecture

Design

Wireframe

Hi-FI Design

Prototype

Test

Feedbacks

Conclusion

Future Concept

Design Timeline

Target Audience

  1. Retail stakeholders and store managers of the global conglomerate.

  2. Supply chain planners seeking real-time inventory and logistics visibility.

  3. Executives interested in sales performance, margin lift, and customer intelligence.

  4. Merchandisers looking for a personalized, data-driven platform for pricing optimization.

User Research

User research involved audits of 23 legacy sources and interviews with retail managers, revealing a need for a unified platform. Stakeholders prioritized access to real-time sales, inventory health, and predictive supply chain alerts. Self-service tools and sub-5 minute latency were key desires for enhancing operational efficiency and support.

Competitive Analysis

Current retail analytics tools lack a comprehensive platform integrating real-time syncing, unified customer profiles, and predictive modeling. Competitors offer limited visibility, missing the opportunity for dynamic pricing, automated stock replenishment, and a seamless omnichannel data experience.

Service Name

Legacy Silos

Monthly Reports

Standard BI

Real Time Lakehouse

Service Info

Fragmented 23-system data architecture.

Static 3 week reporting cycles.

Ad-hoc queries via central team.

Unified real-time analytics hub.

Sales Tracking

Real-time Sync

Stock Alerts

Self-Service

AI/NLP Queries

Customer 360

ML Models

Unique Features

  1. AI-powered interface provides natural language query support and instant self-service data exploration for all store users.

Quantitative Research

The Real-Time Platform aims to provide a seamless and personalized experience for retail stakeholders. Our quantitative research involved auditing 450+ stores and distribution centers globally, focusing on functionalities like inventory health, customer behavior, and pricing optimization.

Screeners

  1. Stakeholders actively seeking a centralized hub for retail-related data activities.

  2. Individuals interested in tracking real-time sales and subscribing for inventory alerts.

  3. Users looking for exclusive customer 360 views and pricing elasticity models.

  4. Planners who value replenishment programs and personalized forecasting experiences.

  5. Managers aged across 450+ global locations engaging with BI platforms regularly.

Key Findings

80%

Target for users able to answer their own questions via self-service dashboards.

30%

Target reduction in out-of-stock events through predictive replenishment.

15%

Target improvement in inventory turnover through algorithmic recommendations.

50%

Target reduction in analyst costs per $1M revenue via scale and efficiency.

70%

Reduction in analyst workload spent on routine report generation tasks.

80%

Realized Return on Investment achieved within the first 12 months.

1. Data Silos and Fragmentation

Decision-makers navigate 23 legacy systems for sales, inventory, supply chain, and customer data. This creates 2-3 week reporting delays and operational friction.

2. Limited Organizational Agility

Existing systems lack real-time updates and predictive insights, hindering dynamic pricing, demand forecasting, and unified customer views across stores.

3. Lack of Self-Service Analytics

Managers lack self-service tools, requiring central analytics for store performance, stock, and ROI metrics, causing 3–5 day delays for manual reports.

User Persona : Supply Chain Executive

Name:

Michael Carter

Age:

42

EDUCATION:

MBA in Logistics & Operations

Job:

SVP Supply Chain

Location:

Global Distribution Hub

HOBBIES:

Attending industry tech summits

Bio

Michael is an experienced logistics leader who now enjoys sharing his expertise in demand forecasting with his global team. He often reviews distribution center health and helps coordinate international replenishment strategies. Michael values evidence-based, data-driven features in enterprise software.

Personality

Visionary

Practical

Efficiency-Oriented

Decisive

Pain Points

Difficulty managing cross-channel inventory and ensuring a smooth supply flow

Needs better access to automated demand forecasting and price elasticity models

Needs better access to youth coaching resources

Goal

Enjoy seamless planning for global distribution and shipment tracking

Access advanced ML models to support inventory turnover development

Achieve a high ROI through improved carrying costs and operational efficiency

User Persona: Store Manager

Name:

Sarah Johnson

Age:

42

EDUCATION:

Bachelor of Business Administration

Job:

Regional Retail Manager

Location:

Alicante, Spain

HOBBIES:

Shopping, attending games, and yoga

Bio

Sarah is a dedicated retail manager who balances her career and passion for operational excellence. She loves monitoring store performance with her team and tracks inventory health daily. Sarah values real-time convenience and looks for platforms that save her time and reporting effort.

Personality

Organized

Busy

Goal-Oriented

Loyal

Pain Points

Finds managing fragmented 23 legacy systems for store data highly inconvenient

Feels overwhelmed by the 3-week delay in monthly performance reports

Struggles to find real-time inventory levels to prevent store stock-outs

Goal

Access a centralized lakehouse for all sales and inventory-related activities

Get real-time updates about local store performance and staffing

Utilize self-service dashboards to answer ad-hoc business queries instantly

User Journey Map

Persona: Michael Carter (SVP Supply Chain)

Actions

Action 1

Action 2

Action 3

Action 4

Task List

Access the lakehouse.




Track store performance




Review inventory health

Analyze customer trends

Feeling

Curious about data speed

Satisfied with metrics

Relieved to see stock

Excited for insights

Thoughts

I need an app that makes life easier.




I like getting timely updates on my team.




Checking stock levels should be easy.

I can't wait to use the new data!

Improvement Opportunities

Clearer description of features

Increase app discoverability

Provide personalized content.

Simplify the query process.

Enable group store booking.

Offer more exclusive items.

Broaden report variety for loyal fans.

Actions : Action 1

Task List

Find logistics-friendly data




Feeling

Hopeful to organize logistics




Thoughts

Can I get data for the whole region?


Improvement Opportunities

Offer regional bundles.

Promote logistics packages.

Task List

Track supply schedules for DC




Feeling

Satisfied with flow updates




Thoughts

It's great to keep everyone updated.




Improvement Opportunities

Provide a supply filter for schedules.



Task List

Review replenishment stock




Feeling

Happy about stock health




Thoughts

This platform will be perfect for my team!




Improvement Opportunities

More models for stock items.



Task List

Subscribe to alerts





Feeling

Relieved to manage flow




Thoughts

The subscription should help me stay organized.



Improvement Opportunities

Simplify alert management.

User Journey Map

Persona: Sarah Johnson (Regional Retail Manager)

Actions

Action 1

Action 2

Action 3

Action 4

Task List

Access the lakehouse.




Clearer description of features

Increase app discoverability

Review inventory health

Analyze customer trends

Feeling

Curious about data speed

Satisfied with metrics

Relieved to see stock

Excited for insights

Thoughts

Clearer description of features

Increase app discoverability

I like getting timely updates on my team.




Checking stock levels should be easy.

I can't wait to use the new data!

Improvement Opportunities

Clearer description of features

Increase app discoverability

Provide personalized content.

Simplify the query process.

Enable group store booking.

Offer more exclusive items.

Broaden report variety for loyal fans.

Actions : Action 1

Task List

Access the lakehouse.




Feeling

Curious about data speed

Thoughts

I need an app that makes life easier.




Improvement Opportunities

Clearer description of features



Task List

Track store performance




Feeling

Satisfied with metrics

Thoughts

I like getting timely updates on my team.




Improvement Opportunities

Provide personalized content.

Task List

Review inventory health

Feeling

Relieved to see stock

Thoughts

Checking stock levels should be easy.

Improvement Opportunities

Simplify the query process.

Enable group store booking.

Task List

Analyze customer trends

Feeling

Excited for insights

Thoughts

I can't wait to use the new data!

Improvement Opportunities

Offer more exclusive items.



Key Takeaways

The Retail Real-Time BI Platform is designed to centralize the business experience by offering sales tracking, inventory health, marketing attribution, and predictive modeling in one platform. Our research highlights the need for a unified lakehouse architecture, addressing the frustrations stakeholders face with current fragmented legacy systems. Features like AI-powered natural language queries, 360° customer profiles, and automated replenishment add value to the retail journey. Audits revealed that 80% of users prefer a unified platform for convenience, while 50% emphasized the importance of analyst efficiency and personalized store performance updates. The platform caters to diverse personas—store managers, supply chain planners, and C-suite executives—ensuring operational agility and data-driven engagement. This project redefines how retail organizations connect with their global data, enhancing both profit margins and long-term loyalty.

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