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Case Study: 12-Location Retailer — Unified Platform & Loyalty App | Envision360
Case study

From islands of POS and ERP to one unified retail platform, plus a loyalty app customers actually use

Client: family-owned specialty retailer (12 locations). We consolidated core systems, synced catalog and pricing in near real time, and launched a mobile app for loyalty and pickup. Rollout happened without pausing store operations.

Client at a glance

  • Type: family-owned specialty retailer
  • Footprint: 12 brick-and-mortar locations plus a warehouse
  • Starting point: per-store POS and ERP, separate price files, inconsistent loyalty rules

What changed

One source of truth for products, prices, and customers. A mobile app tied loyalty, offers, and pickup together across all stores.

The problem

The business ran like 12 separate retailers. That created pricing drift, stock confusion, and heavy back office work just to answer simple questions.

  • Isolated systems: prices drifted and stock counts did not line up
  • Inconsistent promos: flyer windows and loyalty rules differed by store
  • Limited omnichannel: phone orders and manual call-backs
  • Ops overhead: nightly spreadsheets for sales, returns, transfers, and reorders
Before: per-store systems feeding manual exports and delayed decision-making
Our solution

One platform. Real-time data. Loyal customers.

Unified POS and ERP backbone

  • Single product and price authority across all locations
  • Near real time transaction and item updates via APIs

Catalog and inventory sync

  • Unified SKUs, variants, and barcodes
  • Stock visibility and transfer workflow with alerts

Price and promo engine

  • Central rules with store overrides and audit history
  • Coupons, bundles, and targeted offers

Unified customer and loyalty

  • Single customer record and digital receipts
  • Points, tiers, and offers driven by purchase history

Customer mobile app

  • Pickup and curbside flows with status updates
  • Offer wallet and reorder from past purchases

Store and HQ dashboards

  • Sales, margin, shrink, and pickup SLAs
  • Role-based views for managers, buyers, and store leads
Security and governance

Retail-focused controls.

  • Payment posture: card flows isolated to reduce PCI scope
  • PII care: consent-based marketing, opt-out, and deletion workflows
  • Access: least-privilege roles and audit logs for price changes
  • Data: encryption in transit and at rest
  • Tax and regions: central tax rules with store overrides and audit
Approach

No stall rollout.

  • Discover map processes, catalog diffs, price rules, loyalty terms
  • Design golden SKU and customer record, promo rules, app flows
  • Build adapters, backfills, and near real time events
  • Integrate payments, tax, notifications, and messaging
  • Pilot 2 stores, measure shrink, stock-outs, app adoption
  • Scale roll to the remaining 10 with playbooks
Outcomes

First 90 to 120 days.

  • Inventory accuracy: up to 97.2% across 12 locations
  • Stock-outs: down 22% on top SKUs, transfers sped up
  • Promo accuracy: day-one flyer consistency across stores
  • Pick and pack SLA: most pickup orders ready in under 30 minutes
  • App adoption: loyalty ID present on a large share of transactions
  • Shrink: down with exception alerts on returns and transfers
KPIs: higher accuracy, fewer stock-outs, faster pickup, lower shrink
Why this mattered

One view. Less manual. Better customer experience.

  • One view: products, prices, and customers consistent everywhere
  • Less manual work: fewer spreadsheets and fewer reconciliation loops
  • Better experience: loyalty, pickup, and offers connected
  • Growth-ready: new stores plug into the same rules and APIs
Handover

What we hand over.

  • Admin control: manage catalog, promos, and store details without code
  • Playbooks: transfers, pickup, returns, and curbside SOPs
  • Governance bundle: role matrices, audit templates, retention schedule
Schedule a call or contact us to plan your retail modernization.