Planning and Optimization

Planning drive the strategic & financial framework for the business. It is here we shape assortment, placement, pricing, promotions and life-cycle.

Merchandise Planning & Optimization drive the strategic & financial framework for the business. It is here we shape assortment, placement, pricing, promotions and life-cycle.

Learn how planning can help you better plan the assortments and maximize the return on investment. The Oracle Retail planning architecture provides a common configurable platform for your current and future cross-channel planning and lifecycle pricing needs. Apply science to your planning and pricing processes to drive sales, margins and inventory performance through targeted, consumer-driven decisions. Understand how Oracle continues to invest the Planning & Optimization solutions to support retail.

Planning and Optimization Course Types

Jeff WarrenJeff Warren 
Vice President, Retail Strategy and Solution Management
Oracle Retail 

As the Vice President of Retail Strategy and Solution Management, Jeff Warren is responsible for the development of the strategic roadmap vision for Oracle Retail based on market analysis and requirements. Jeff is a key stakeholder in the portfolio management and product lifecycle management initiatives to drive growth and customer satisfaction for the Retail Global Business Unit. 

Jeff Warren joined Oracle Retail through the acquisition of Retek, and brings more than 20 years of development experience across Merchandising, Planning, and Stores.  Jeff brings a broad perspective with his experience as an executive sponsor to retailers from multiple geographies and segments. Jeff Warren began his career at Accenture and APEX IT. Jeff Warren holds a degree from Iowa State. 

Open Sessions have been developed to provide flexibility for the non-Workshop / Boot Camp participant. This format allows you to move across product families to gain the best value and knowledge to enhance individual needs. Open sessions will range in depth of subject matter – please refer to the session abstracts for additional details. These sessions have been targeted to a wide audience from Business Development, Engagement Manager, to Field Practitioner.

Product Deep Dive have been developed to provide a highly interactive session or series of sessions around a specific subject matter for the non-Workshop / Boot Camp participant. This format is target to a field practitioner with deep domain knowledge without committing to committing to a single Workshop or Boot Camp to gain the best value and knowledge to enhance individual needs.  

Only those individuals registered for Workshops / Boot Camps will be allowed to participate. These are deep dive sessions that have been architected for learning through a series of lecture and exercises. It is extremely disruptive to individuals registered in these sessions to have people floating in and out of their dedicated sessions. Individuals electing to participate in Workshops / Boot Camps will not be allowed participate in “Open Sessions” offered  during the scheduled Workshops / Boot Camps. We ask that you respect our request and allow the participants to have the best learning experience at the event adhering to the session(s) policies.

Only those individuals registered for Workshops / Boot Camps will be allowed to participate. These are deep dive sessions that have been architected for learning through a series of lecture and exercises. It is extremely disruptive to individuals registered in these sessions to have people floating in and out of their dedicated sessions. Individuals electing to participate in Workshops / Boot Camps will not be allowed participate in “Open Sessions” offered during the scheduled Workshops / Boot Camps. We ask that you respect our request and allow the participants to have the best learning experience at the event adhering to the session(s) policies.

Individuals will be asked to select / register for all sessions at the time of Registration. Space is limited and will be made available to all partners on a first-come / first-serve basis. Individual tracks are subject to cancellation based upon registration requests. Individuals affected will be contacted directly by the Retail Enablement Events Team to either change programs or issue a registration refund. Registration for Boot Camps will close once a maximum capacity has been reached or 14 days in advance of the scheduled event start date. Closure is required a minimum of 14 days in advance to ensure that all necessary environments, access, and materials can be published for the scheduled session.

Planning and Optimization Sessions

Registration for Open Sessions May 16 – May 20 is 750 USD
Registration for Product Deep Dives May 16 – May 20 is 750 USD

Datasheet in PDF format View Session Details

This Boot Camp is designed to provide participants with an introduction to the RPAS Configuration Tools, business building block concepts to support RPAS structural design, and configuration of a simple planning solution.

Level: Entry Level Courseware

Learn To:

  • Understand how business concepts can translate into basic building blocks of an RPAS solution

  • Understand the business process definition requirements necessary to support the Design / Configuration requirements associated to the building of business solutions

  • Apply basic configuration skills leveraging the RPAS Configuration Tools set

  • Understand the RPAS Fusion Client

Time Available / Individual Participant Registration Cost*: 
Greenwich Time (London Local) – 750.00 EURO
Pacific Time – 750.00 USD (Standard Main Event Registration)

* Reflects based registration cost prior to application of any discount

Monday, April 18 through Friday, April 22
Registration Fee: 750 EURO
  • Time: 8:30 – 16:30 GMT
Monday, May 16 through Friday, May 20
Registration Fee: 750 USD
  • Time: 8:30 – 16:30 PDT

Datasheet in PDF format View Session Details

This Boot Camp is designed to provide participants with an in-depth review of the V15 Oracle Retail Category Management Planning and Optimization (CMPO) / Macro Space Optimization (MSO) solutions.  The sessions will include an in-depth review of solution capabilities, applicable process workflows, integration details, data requirements, as well as, implementation considerations.    

Level: Entry Level Courseware

Learn To:

  • Review and understand key capabilities available within the CMPO and MSO solutions

  • Understand what has changed as part of the most recent product releases

  • Review and understand common user workflow

  • Discuss possible implementation strategies for the Category Management Planning and Optimization / Macro Space Optimization solutions

  • Implementation considerations

  • Review and understand integration and data requirements

Time Available / Individual Participant Registration Cost*: 
Greenwich Time (London Local) – 750.00 EURO

* Reflects based registration cost prior to application of any discounts

Monday, April 25 through Friday, April 29
Registration Fee: 750 EURO
  • Time: 8:30 – 16:30 GMT

Datasheet in PDF format View Session Details

This Boot Camp is designed to provide participants with an in-depth review of the V15 Oracle Retail Assortment Planning solution to include product capability, the process, data requirements and integration, image management, and implementation considerations.      

Level: Advanced Level Courseware

Learn To:

  • Understand Assortment Planning and its capabilities

  • Understand the User Workflow, to include:

  • Look Maintenance

  • Clustering

  • Creating the Shopping List

  • Creating and Approving the Assortment Wedge

  • Creating and Approving the Buying Plan

  • Size / Pack & Initial Allocations

  • Wholesale / Franchise Planning

  • Weekly/Historical Analysis

  • MFP and Location Plan Target Maintenance

  • Integration and data requirements

  • Image Management

  • Slow Item Build

  • Implementation considerations

Time Available / Individual Participant Registration Cost*: 
Pacific Time – 750.00 USD (Standard Pre Event Registration)

* Reflects based registration cost prior to application of any discount

Monday, May 9 through Friday, May 13
Registration Fee: 750 USD
  • Time: 8:30 – 16:30 PDT

  • Marc Koehler

    Marc Koehler, Solutions Director - Planning and Optimization

Take this opportunity and join the Planning and Optimization Solution Directors to learn about the most recent updates to the V15 Planning and Optimization Platform; the Retail Predictive Application Server (RPAS).  In this, our most recent release, we focused on performance and improving the overall user experience; providing retailers the opportunity to ‘work the way you live’.  

As part of this session, Marc will also provide details around short-term/long-term priorities within the Planning and Optimization unit; ensuring you are able to understand and align future state business initiatives accordingly.

Wednesday, May 18
Registration Fee: 750 USD
  • Time: 8:30 – 10:00 PDT

  • Marc Koehler

    Marc Koehler, Solutions Director - Planning and Optimization
  • Matt Jones

    Matt Jones, Solutions Director - Planning and Optimization

As part of the V15 release we are proud to launch our first RPAS-based Software-as-a-Service Offering; Merchandise Financial Planning - Cloud Service (MFP-CS).  As part of this session we will provide an overview of the new MFP - CS offering consisting of the following:

  • Review core functions/features available within MFP-CS
  • Provide a high-level demonstration of the solution
  • Speak to the pricing model and total cost of ownership
  • Review and discuss implementation considerations to ensure deployment success

Please come prepared with your questions to ensure we provide you the details that ensure your success when delivering this Cloud Service!

Wednesday, May 18
Registration Fee: 750 USD
  • Time: 10:30 – 12:00 PDT

  • Marc Koehler

    Marc Koehler, Solutions Director - Planning and Optimization

The Retail Vertical Solution Overview session will provide you with an opportunity to learn more about the Planning and Optimization solution offerings tailored to the Fashion and Grocery/Hardlines retail verticals.  During the session Marc will review the respective value propositions for the retail verticals, provide an update on the latest feature/functionality capabilities as well as walk through the implementation options.  

We also will provide a forum to hear from you regarding what is working vs. what is not working as you support your and our Customers.  Come prepared to discuss your successes, challenges and current barriers in order to create a productive discussion around how to best move our collective businesses forward.

Wednesday, May 18
Registration Fee: 750 USD
  • Time: 13:00 – 14:30 PDT

  • Marc Koehler

    Marc Koehler, Solutions Director - Planning and Optimization
  • Matt Jones

    Matt Jones, Solutions Director - Planning and Optimization

Come join the Planning and Optimization team to dig deep into the details surrounding the launch of the Merchandise Financial Planning - Cloud Service (MFP-CS).  This deep-dive will be a 3 part session consisting of the following:

  • Introduce the MFP-CS Solution 
  • Explain the End-to-End Business Process 
  • Provide Solution Specific Details Around Available Hierarchies, Measures, Metrics, Plan Versions, etc.
  • Outline Solution Qualification and to What Type of Retailer Will it Be Positioned 
  • Walk through the Provisioning Process and Your Role 
  • Explain the configuration allowance and configuration process
  • Review the Service Deployment Roles and Responsibilities
  • Review the Solution Integrator Offers We Expect to See

Thursday, May 19
Registration Fee: 750 USD
  • Time: Part 1: 8:30 – 10:00 PDT
  • Time: Part 2: 10:30 – 12:00 PDT
  • Time: Part 3: 13:00 – 14:30 PDT