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Others

Centralizing trade promotion insight to support margin management

Single, real-time view
of trade promotions across markets
Forward-looking scenario analysis
instead of reactive planning
tech stack
AngularJS, Ruby on Rails, ActiveAdmin, PostgreSQL (star schema), Resque background jobs, AWS (EC2, RDS, S3), EngineYard PaaS
AT A GLANCE

In consumer packaged goods (CPG), trade promotions are where strategy meets spend and often where profitability quietly leaks away. As global CPG leaders increase their investments in promotions, the complexity of channels, markets, and product portfolios has outgrown traditional spreadsheet and slide-based approaches.Zemoso partnered with a global supply chain unicorn to help realize their vision of a Revenue Growth Management (RGM) for promotions building a multi-tenant Trade and Promotion Management (TPM) layer that shifts teams from static planning to continuous, data-driven decision-making.

CORE CHALLENGEs

CPG companies spend up to 20% of gross revenue on trade promotions, yet have limited visibility into what actually works. Commercial promotion plans were decoupled from supply chain and financial planning, data sat fragmented across ERP, CRM, Excel, and local trackers, and by the time quarterly reviews or post-event analyses wrapped up, the next wave of promotions was already underway based on incomplete feedback - all stitched together from templates, emails, and spreadsheets that varied by team, region, and channel.

the engineering approach

Zemoso and the client co-engineered a TPM dashboard application that lives within the broader planning platform connecting planning, execution, and analysis in one experience.

  • Swimlane layout algorithm: A custom backend swimlane algorithm arranges events within the visible area to maximize clarity and avoid visual clutter optimized to be simple to compute and easy to maintain.
  • Unified data foundation: The TPM layer integrates with ERP and CRM systems to ingest historical sales, promotion events, product hierarchies, and customer data into a single analytical model.
  • Multi-dimensional slicing: Used a star-schema data model so that events and outcomes can be sliced across: Products and brand groups, channels (off-premise, on-premise, modern trade, etc.), markets and regions, time windows and campaign periods.
  • Efficient event search & navigation: An optimized search capability lets users quickly locate events across a “virtual canvas” of promotions, even when the underlying dataset spans multiple markets and years.
bottom line

Through this initiative, Zemoso helped evolve trade promotion management from fragmented, retrospective reporting into a connected, forward-looking capability. By combining calendar-based visualization with multi-dimensional analytics, the solution gave marketing and supply chain teams a single view of promotions and turned promotion data into a live lever for Revenue Growth Management.

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