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Implementing an In-Store Customer Engagement and Data Collection ERP System for Large Retail Chains
  1. case
  2. Implementing an In-Store Customer Engagement and Data Collection ERP System for Large Retail Chains

Implementing an In-Store Customer Engagement and Data Collection ERP System for Large Retail Chains

appinventiv.com
Retail

Challenges Faced by Large Retail Chains in Customer Onboarding and Engagement

Massive footfall in large retail stores creates difficulties in ensuring personalized customer service, tracking product availability, managing discounts, and capturing customer information for marketing efforts. The absence of an integrated system hampers real-time updates and data collection, reducing operational efficiency and marketing ROI.

About the Client

A large multinational retail chain seeking to enhance in-store customer experience while gathering valuable customer data for marketing and promotional activities.

Goals for Enhancing In-Store Customer Experience and Marketing Data Collection

  • Develop an integrated ERP solution that provides real-time product availability, discounts, and promotional offers to customers via in-store digital interfaces.
  • Implement a customer data capture mechanism that enables collecting personal information and preferences securely at the point of service.
  • Deploy the solution across multiple store locations with independent server configurations to ensure localized operation.
  • Enable the solution to support private network deployment (private IP address) for data security and intranet communication.
  • Achieve a scalable system capable of being expanded to additional store locations with minimal disruptions.

Core Functional Requirements for In-Store Customer Engagement ERP System

  • Customer-facing kiosks or tablets displaying real-time product catalogs, stock status, and promotional details.
  • A customer data entry interface to capture personal information, email addresses, preferences, and consent for marketing activities.
  • Backend integration with inventory management systems to fetch and display current stock levels and discounts dynamically.
  • Secure data storage for customer information with access controls aligned to data privacy standards.
  • Support for deployment across multiple store locations with localized server configurations.
  • Remote management capabilities for the distributed deployment environment.

Technology Preferences for Development and Deployment

Modular web application architecture
Web technologies supporting real-time updates (e.g., WebSocket, AJAX)
Secure cloud or on-premise servers with scalable infrastructure
Deployment on local servers within store networks using private IP addressing

External Systems and Data Interface Requirements

  • Inventory management systems for real-time product stock updates
  • Point-of-sale systems for synchronizing discounts and offers
  • Customer relationship management (CRM) systems for customer data synchronization

Key Non-Functional System Requirements

  • High scalability to support multiple store locations with increasing customer traffic
  • Low latency for real-time product availability and promotional updates
  • Data security compliance, including encryption and access control for customer information
  • High availability with minimal downtime during deployment and updates

Expected Business Impact from the In-Store ERP Enhancement

The deployment of this integrated in-store customer engagement and data collection system is anticipated to significantly improve operational efficiency, enhance customer experience, and increase marketing ROI. The system aims to deliver a measurable increase in customer data capture and targeted marketing effectiveness, with ROI being tracked as a key performance metric, similar to the prior implementation which was expanded across multiple stores and regarded as a primary source for ROI measurement.

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