DAVIDsTEA - UXC Eclipse

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Customer Case Study

Customer Case Study

DAVIDsTEA

DAVIDsTEA Undergoes an DAVIDsTEA Undergoes an End-to-End IT Overhaul End-to-End IT Overhaul TheSelects Retailer Selects a End-to-End Cohesive, Retail End-to-End Retail The Retailer a Cohesive, Solution That Features Offerings Solution That Features Offerings FromFrom Cole UXC Eclipse, Dayforce, JustEnough Systems, Dayforce, JustEnough and Keyora and Keyora

Industry

Solution

Industry Specialty Retailer

Solutionselected an end-to-end, cohesive retail solution, featuring DAVIDsTEA DAVIDsTEA selected an end-to-end, cohesive retail solution, featuring offerings from:

Specialty Retailer

offerings from:

Straight Talk Challenges DAVIDsTEA leveraged a combination of legacy systems and inDAVIDsTEA leveraged a combination of legacy house tools to manage its retail processes. But after several years of systems in-house tools to manage itsand retail growth,and a disconnect between its retail management financial application began to take a toll on the business. processes. But after several years of growth, a disconnect between its retail management and financial application began to take a toll on the business.

• Microsoft for Retail – aERP leading ERP • MicrosoftDynamics Dynamics AXAX for Retail – a leading system for the system for the industry retailretail industry • Cole Systems – a premier systems integrator and Microsoft partner

• UXC Eclipse (formerly Cole Systems)*– a premier systems integrator • Dayforce – a best-in-class workforce management provider and Microsoft partner • JustEnough Software – a leading provider of demand management

solutions for retailers • Dayforce – a best-in-class workforce management provider • Keyora - an e-business solution provider for mid-market and

enterprise organizations • JustEnough Software – a leading provider of demand management solutions for retailers

• Keyora - an e-business solution provider for mid-market and

Although it’s been around for thousands of years, enterprise organizations Searching for Sustainability and tea has recently made a comeback in popularity. Scalability At the forefront is DAVIDsTEA, a specialty retailer based in Montreal, Canada. DAVIDsTEA’s product As a rapidly expanding, multi-national retailer, Although it’s been around teas for to thousands of offering ranges from traditional its own DAVIDsTEA is no stranger to growing pains or exclusive as well made as accessories such years, tea blends, has recently a comeback in complexity. Prior to investigating new solutions, as teapots, tea makers, mugs and sweeteners. DAVIDsTEA leveraged a combination of legacy popularity. At the forefront is DAVIDsTEA, a In addition to a robust e-commerce business, systems and in-house tools to manage its retail multi-national As a rapidly expanding, specialty retailer inlocated Montreal, Canada. DAVIDsTEA operatesbased 68 stores throughout processes. But after several years of growth, retailer, DAVIDsTEA is no stranger to growing Canada. Recently, the company expanded into the from DAVIDsTEA’s product offering ranges a disconnect between the company’s retail United States with the opening of two new stores in pains orand complexity. Prior to investigating management system its financial application traditional teas to its own exclusive blends, New York City. began to take its toll. DAVIDsTEA realized it needed leveraged a new solutions, DAVIDsTEA as well as accessories such as teapots, tea more control over its operations.

Searching for Sustainability and Scalability

makers, mugs and sweeteners. In addition to a robust e-commerce business, DAVIDsTEA operates 68 stores located throughout DAVIDsTEA Undergoes an End-to-End IT Overhaul Canada. Recently, the company expanded into the United States with the opening of two new stores in New York City.

combination of legacy systems and in-house tools to manage its retail processes. But after several years of growth, a disconnect between the company’s Customer Case Study retail 1 management system and its financial application began to take its toll.

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DAVIDsTEA realized it needed more control over its operations. “Our legacy retail management system was not a viable management system was not a solution“Our forlegacy us retail anymore – it was truly viable solution for us anymore – it was truly meant meant for consisting 20 for a a company company consisting of 10ofto10 20 to stores,” stores,”explained Dominique Choquette, explained Dominique Choquette, IT directorITat “While our financialour solution recorded director DAVIDsTEA. at DAVIDsTEA. “While financial sales, it did not track inventory. To add to that, we solution recorded sales, it did not track didn’t have a built-in replenishment or forecasting inventory. To add to that, we didn’t have a module, and the reporting functionality was very built-in replenishment or forecasting module, weak.” and the reporting functionality was very Howard Tafler, chief financial officer at DAVIDsTEA, weak.” Howard Tafler, chief financial officer at added, “We needed an efficient, end-to-end DAVIDsTEA, added, an efficient, system that could“We help needed us better integrate our retail end-to-end system that could help us better processes, as well as provide accurate, storeto facilitate better decision-making. integratelevelourdataretail processes, as well as solution store also had to offer and provide The accurate, level datasustainability to facilitate scalability to accommodate our growth.” better decision-making. The solution also had to offer sustainability and scalability to The Perfect Fit: Microsoft Dynamics AX accommodate our growth.”

for Retail

The Perfect Fit: Microsoft After embarking on a journey to find new technology, DAVIDsTEA selected Dynamics AX forMicrosoft RetailDynamics AX for Retail – a leading enterprise resource planning

After embarking onthearetail journey (ERP) system for industry.to find new technology, DAVIDsTEA selected Microsoft “Since Microsoft Dynamics AX for Retail operates Dynamics for Retail – a leading enterprise in aAX.NET environment, it is extremely flexible,” resourceTafler planning (ERP) system for the retail said. “That also meant that we could take industry.on future “Since AX systemMicrosoft modificationsDynamics in house if needed. Additionally, the system’s point-of-sale (POS) offering for Retail operates in a .NET environment, was one of the most robust in the marketplace. it is extremely flexible,” Tafler said. “That It can handle products sold in decimal places, as well also meant that we could take on future as currency and measurement conversions, which system was modifications in house a key consideration for us.” if needed. Additionally, the system’s point-of-sale (POS) offering was one of the most robust in the Cole Systems Leads the marketplace. It can handle products sold Microsoft Dynamics AX for Retail in decimal places, as well as currency and Implementation measurement conversions, which was a key consideration us.” Dynamics AX for Retail offers Althoughfor Microsoft

an industry leading reputation. UXC Eclipse was instrumental in recommending thirdparty software providers that would help take The systems integrator had its work cut out: not only DAVIDsTEA’s business to the next level, while did Cole Systems have to complete the Dynamics integrating seamlessly into its Microsoft AX for Retail rollout before the 2011 holiday Dynamics AXneeded for to finish Retailimplementing environment. season, but it also With UXC Eclipse’s thetheretailer the JustEnough and Dayforceguidance, solutions before busiest selling season of theSoftware year. DAVIDsTEA selected JustEnough for its bestopted to embark on the Keyoraand implementation in of-breed allocation replenishment early 2012. solutions; Dayforce for its leading workforce “Cole Systems truly understood and our business management functionality; Keyora for its issues,” Tafler said. “It was also apparent that the user-friendly e-commerce platform. company had a strong understanding of Microsoft Dynamics AX for Retail and how to approach the The systemssointegrator work cut out: implementation that it wouldhad go its as smoothly not only did UXC Eclipse have to complete as possible. We relied heavily on Cole Systems’ expertise throughout the rollout.” the Microsoft Dynamics AX for Retail roll

out before the 2011 holiday season, but it also needed finish implementing the JustEnough OfferstoEnhanced JustEnoughand andInventory Dayforce solutions before Forecasting the busiest selling season of the year. Management DAVIDsTEA opted to embark on the Keyora DAVIDsTEA knew it needed to improve implementation in early 2012.forecasting “UXC Eclipse and inventory management in order to reduce Tafler truly understood our business issues,” stock-outs, increase inventory turns and maximize said. “It was also apparent that the company revenue. had a strong understanding of Microsoft “JustEnough’s proven help leading Dynamics solutions AX for were Retail andtohow to approach retailers achieve similar forecasting and inventory the implementation so that it would go as management objectives,” Choquette said. “We felt smoothly as possible. We relied heavily on confident that JustEnough could support us too.” UXC Eclipse expertise throughout the roll The JustEnough implementation was completed at out.” DAVIDsTEA in late November 2011. JustEnough Allocation will help the retailer push inventory to the optimal store or channel where it has the best chance of selling. The solution forecasts customer demand then takes into account current stock at each location and what has sold in the past. It then calculates both the optimal inventory to send to each location and how much to reorder.

a lot of functionality, DAVIDsTEA realized it would have to bring on additional solutions in order to truly revamp its retail processes. The retailer turned to Cole Systems for implementation support based on Microsoft’s recommendation. Cole Systems is one of Microsoft’s premier partners with an industryreputation. Althoughleading Microsoft Dynamics AX for Retail

UXC Eclipse Leads the Microsoft Dynamics AX for Retail Implementation

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offers aColelot of was functionality, Systems instrumental inDAVIDsTEA recommending realizedthird-party it wouldsoftware have toproviders bring on thatadditional would help takeinDAVIDsTEA’s to the nextits level, while solutions order to business truly revamp retail integrating seamlessly into its Microsoft Dynamics processes. The retailer turned to UXC Eclipse AX for Retail environment. With Cole Systems’ for implementation support based on guidance, the retailer selected JustEnough Software Microsoft’s recommendation. UXCreplenishment Eclipse for its best-of-breed allocation and is one of Microsoft’s with solutions; Dayforcepremier for its partners leading workforce management functionality; and Keyora for its user-friendly e-commerce platform.

DAVIDsTEA Undergoes an End-to-End IT Overhaul

Customer Case Study

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JustEnough Offers Enhanced Forecasting and Inventory Management DAVIDsTEA knew it needed to improve forecasting and inventory management in order to reduce stock-outs, increase inventory turns and maximize revenue. “JustEnough’s solutions were proven to help leading retailers achieve similar forecasting and inventory management objectives,” Choquette said. “We felt confident that JustEnough could support us too.” The JustEnough implementation was completed at DAVIDsTEA in late November 2011. JustEnough Allocation will help the retailer push inventory to the optimal store or channel where it has the best chance of selling. The solution forecasts customer demand then takes into account current stock at each location and what has sold in the past. It then calculates both the optimal inventory to send to each location and how much to reorder. With JustEnough Replenishment, DAVIDsTEA will be able to accelerate and improve its order planning process. The solution produces a forward-looking, time-phased ordering plan that takes both the demand forecast and current inventory plan into consideration. It then suggests the most cost-effective ordering pattern to achieve targeted service levels.

Dayforce Provides Best-in-Class Workforce Management DAVIDsTEA knew it needed a powerful workforce management solution that could integrate with its Microsoft Dynamics AX for Retail system. Per UXC Eclipse’s recommendation, the retailer selected Dayforce for its proven solutions. Dayforce

was recognized by Human Resources Executive Magazine as a Top HR Product of the Year for its superior usability and rapid implementation. Dayforce is also a recipient of the Microsoft Blue Sky Award for Innovation Excellence. “Dayforce offers the best degree of workforce management for the retail industry,” Tafler said. “We knew it would be able to provide clock-in/clock-out functionality starting day one after go live.” DAVIDsTEA selected Dayforce’s performance driven Labor Forecasting, Labor Scheduling, Time & Attendance and Employee SelfService solutions, which were rolled out in tandem with the JustEnough solutions. Dayforce Workforce Management will help DAVIDsTEA’s managers schedule their teams in a manner that’s consistent with the quality of service that DAVIDsTEA is known for. It will also help optimize company performance. Dayforce’s Labor Forecasting solution will allow the retailer to understand how labor plans and adjustments impact key performance indicators and profitability. The Time & Attendance module will ensure compliance with provincial laws and integrates seamlessly with the POS system. Finally, Dayforce Employee Self-Service will give DAVIDsTEA employees visibility into their schedules, allowing them to approve and comment on time cards, change availability and request time away from work – via use of their smartphones or from the comfort of their homes. Improved employee communication reinforces DAVIDsTEA’s commitment to its employee engagement, retention and development initiatives.

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Keyora’s E-Commerce Platform to Improve Online Performance Next on the horizon for DAVIDsTEA is the implementation of Keyora’s Webfoot E-Commerce Platform. The retailer sought an e-commerce solution that offered the flexibility to modify online content as often as needed, including changes to online promotions, its homepage and product pages. Keyora will also provide DAVIDsTEA’s online business with multi-currency and multi-language capabilities to further support the retailer’s aggressive expansion. Implementation of Keyora’s Webfoot E-Commerce Platform will begin in early 2012 and will be fully integrated with the company’s Microsoft Dynamics AX for Retail environment.

Looking Ahead: Taking a More Proactive Approach With a successful implementation and holiday season behind it, DAVIDsTEA is in the process of changing its business processes now that most of the new IT tools are installed. “We relied on manually driven retail processes in the past,” Tafler said. “With the infrastructure in place, we can really focus on being proactive instead of reactionary in terms of planning. Even at this early stage, we have more control over inventory at the store level than ever before. From an accounting perspective, the system is fully integrated – we don’t have to make as many manual entries between the two systems anymore. It will be exciting to see what DAVIDsTEA can accomplish now that we have the right tools to take our business to the next level.” *UXC Eclipse acquired Cole Systems Associates, Inc. in December 2012. This site was implemented under Cole Systems.

For more information, please contact: USA +1 212 965 6400 [email protected] www.uxceclipse.com

Canada +1 604 899 6092 [email protected] www.uxceclipse.ca