New in Infinity – April 2024

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.  

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PRODUCT INFORMATION MANAGEMENT

Simplify item data updates to Wedderburn Scales at POS

Businesses using supported Wedderburn scales at the Point of Sale can now send updated item data to the scales via the Atria Wedge software automatically using Windows Task Scheduler, saving you the time and effort involved in updating pricing and other data manually. If you run the Wedderburn integration at the Head Office, price updates made using the Batch Updates function will also be sent to the scales.

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INVENTORY

Enhance efficiency of EDI purchase orders

We’ve improved purchase ordering using EDI files by allowing you to identify suppliers that can be sent purchase orders plus items that can be ordered using this method, so you won’t waste time and risk stock shortages by sending EDI orders to the wrong supplier or by ordering products not on EDI.

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ORDER MANAGEMENT

Streamline order documents for debtor customer accounts

You now have the option of customising your A4 customer order documents by suppressing the payment section. This feature reduces visual clutter on the documents when you process orders for debtor customers who pay on account.

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CUSTOMERS & LOYALTY

Meet privacy law obligations by anonymising inactive customer data

As part of our programme of giving you options for managing your Personal Identifiable Information (PII) risk, we’ve developed a Windows service that anonymises information for inactive loyalty customers. The Infinity Loyalty Anonymisation Service allows you to anonymise inactive customers’ personal details held in the Loyalty database, as well as details of their order deliveries. It will also delete any messages that were sent to inactive loyalty customers using Infinity Messaging.

Simplify management of fuel discount programmes

If your fuel business operates a cents-per-litre discount (CPL) programme, you can now require that customers spend their CPL balance when they buy fuel, instead of allowing them to choose whether to save or spend it. You can also set a minimum amount a customer has to spend before the CPL discount applies. This simplified offering has the advantage of lowering the overhead involved in managing stored balances while still giving your customers the benefit of fuel savings.

Reduce fuel sales leakage with secure refund options

Fuel businesses wanting to support their commercial customers in reducing fuel sales leakages can now require that refunds be made to a credit card or fuel card instead of to cash or another media. Note that this feature requires the Vault payment and extended returns modules in order to work.

Improve auditing of manual fuel discounting

Your Head Office staff can now add a note when manually adjusting a cent-per-litre fuel balance, allowing you to view and audit the reasons why balances are being adjusted in your business.

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POINT OF SALE

Improve customer experience with faster age validation checks

If you use Infinity’s advanced age check function to make sure you’re complying with legal age requirements when serving customers, you’ll find we’ve made age validation quicker and easier, improving the customer experience and speeding up sales processing at busy times.

Improve permissions for manual fuel price changes at POS

We’ve made some enhancements to the way fuel price changes can be made at the Point of Sale to minimise the chance of the wrong price being applied. You can now use permissions to determine who can make manual price changes, and you can set a maximum amount in cents by which a fuel grade can be manually adjusted.

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REPORTS & ANALYTICS

Identify irregularities in fuel prepay sales and refunds

Fuel businesses can use the new Fuel Prepay Refund Report to spot irregularities in the payment medias used in prepay sales and refunds. So, for example, you can see if a prepay fuel card was used to purchase fuel but the refund was processed as cash. It complements the new functionality that requires refunds to be made to credit or fuel cards (see above), but it applies only to prepay sales made using those cards.

Improve financial compensation for stores running fuel discounts

The CPL Redemptions Report gives your stores and head office staff an understanding of cents-per-litre discounts that have been paid out as a way of supporting financial processes tied to discounts and financial compensation. Stores can use it to see what they have paid out in CPL discounts, while head office can use it to audit store activity, and make sure that stores are being adequately compensated for those payouts.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

Low tech, high risk: 8 signs your retail business is underinvesting in IT

Are retailers spending enough on their IT? 

As we all know, retailers traditionally have spent less on IT compared to other industries and enterprises of a similar size.    

In the past, it was for good reason.   

Other sectors like finance and healthcare rely heavily on technology for their core operations and risk management. Banks need top-notch IT for secure transactions, while healthcare relies on IT for patient records and life-saving equipment.   

Retail, on the other hand, focused more on physical store operations and customer service, where IT played less of a central role. Retailers didn't face the same level of regulatory pressures as other industries with strict data security and privacy requirements, nor did it handle much sensitive customer data.   

Retail is also a volume-driven and highly competitive sector with significant operational costs and price sensitivity, and slimmer margins compared to other sectors. This leaves less room for significant IT investments, especially when measured against competing demands from inventory, store rents and staffing. 

And retailers were often slow to adopt new technologies because they didn’t yield high returns. Business changes were more gradual and often driven by consumer trends rather than technology. 

So what has changed?  

It was only with the advent of new technologies like mobile apps, ecommerce and digital marketing that IT become a game-changer in retail.   

Retailers learned to be agile and invest in technology for competitive advantage during the pandemic and are starting to embrace that agility as new technologies like generative AI become mainstream.  

Now retailers are focussed on finding the right systems and partners to rebuild their business from the bottom up. They’re building a customer-centric approach to retail using technology and experiences to enhance the brand, drive sales and grow loyalty.  

The most forward-thinking and ambitious retailers know that they need to do it quickly. Nearly one in five retailers have posted negative economic profit since 2015. And while the retail sector has created value over that time, the gap between winners and losers is widening, with the top 10% of publicly traded retailers now accounting for 70% of the sector’s economic profit.   

Retailers that are aggressive on growth - creating distinctive omnichannel customer experiences and expanding the breadth of their product offerings, while also resetting their cost base - are the companies that will create value, meet customer needs and head off competition.  

And that means retailers are now as dependent on technology as other industries for their survival.  

How much should retailers spend on IT?   

The simple answer is it depends. There’s no one-size-fits-all solution and the right number depends on a retailer’s specific circumstances. It can vary greatly by retail category, company size and growth stage.  

Our anecdotal experience suggests that most retailers spend only 1-3% of their revenue on IT, although one study found that retail and ecommerce IT spend was 10% share of company revenue in 2023 (up from 7% in 2022). 

This is still low compared to other industries such as software, tech hosting and financial services, which dedicate 19%, 16% and 15% of revenues respectively. 

These industries, of course, have different business models with significant investments in R&D. We’re not suggesting retailers need to invest at these levels, but they do need to scale their IT spend for opportunities that make their businesses stronger, smarter and ready for the future. 

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What are the problems retailers experience when they underspend?  

There are 8 indicators that can mean it’s time to assess your level of IT spend:  

1. Things just don’t work smoothly 

Retailers who don't spend enough on their IT infrastructure may face hardware malfunctions, software crashes and other technical issues that disrupt business operations and negatively impact customer experience. Legacy systems can be less efficient, more vulnerable to security breaches and don’t integrate well with newer technologies.  

2. Customers are frustrated 

Today’s consumers expect a seamless shopping experience, whether online or in-store. Inadequate IT infrastructure can result in slow service, unavailability of products, discrepancies in pricing and a disjointed omnichannel experience, all of which lead to disappointment and frustration, a lack of trust and even a sense that your organisation is dysfunctional and incompetent.  

3. Growing pains 

Retailers with outdated or poor IT systems may find it difficult to scale their operations effectively. As the business grows, systems can become a barrier, hindering expansion and adaptation to new market demands.  

4. Data, what data? 

The inability to collect, analyse and act on data due to poor IT infrastructure can leave a retailer behind in understanding market trends, consumer behaviour and inventory needs. That means missing out on insights that could drive business growth and operational efficiency.  

5. Security, what security? 

Inadequate security measures and a lack of robust data privacy protocols are signs of underspending. Retailers need to invest in IT to protect customer data and comply with privacy laws. Failure to do so can lead to data breaches, legal issues and a loss of customer trust.  

6. Compliance and regulatory challenges 

Retailers are subject to various regulations, including those related to data protection and privacy. Insufficient IT investment can lead to non-compliance with these regulations, resulting in fines and damage to the company’s reputation.  

7. Employees aren’t happy 

Working with outdated systems can be frustrating for employees, leading to decreased morale, lower productivity and higher turnover rates.  

8. Sales decline 

With all these issues, sales and profitability can dip. Customers may choose competitors with better service and technology, and the retailer may incur additional costs due to inefficiencies and security breaches.  

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When is it time to increase your IT spend?  

If your retail business is focused on any of the following goals, you’ll want to increase your IT spend as a percentage of revenue, at least in the short term:  

• Transforming into digital-first business: Retailers are implementing omnichannel strategies to make shopping a fast, easy and compelling omnichannel experience with personalised products, prices and promotions pre, during and post their purchases, plus fast and frictionless on-demand delivery options.   

• Meeting changing customer expectations: Changing consumer preferences and rising expectations for speed and convenience are creating new growth opportunities. The retailers that deliver a personalised and memorable CX are best positioned for long-term growth and loyalty.   

• Developing new business models: Retail leaders are improving and expanding their traditional products and services and launching in new, but related, market segments. Technology is blurring industry lines and allowing different operators – including retailers – to move into services such as media, healthcare, finances, travel and entertainment.  

• Improving operational efficiency: With increasing costs, pressure on consumer spending and the cost of doing business on the rise, there will be more consolidation and business failures. Retailers recognise that investing in technology now will lead to long-term cost savings, even if it means a higher short-term spend. It’s about making things run smoother and more efficiently, which cuts costs down the road. 

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Want help to find the right systems to build your unified commerce business model? 

We can help you build a foundation for operational efficiency and continuous, innovative growth. Just contact me at kelly.brown@triquestra.com or get in touch.  

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For insights into how a unified commerce approach gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our ebook:

New in Infinity – February 2024

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity while improving the customer experience. 

Infinity is a modular platform and you may need additional components or licencing to access some functionality.  

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INFINITY API

Enhance business continuity during a processor failure 

The Cloud Events Service’s processors will now keep running even if one of them fails. The processors that aren’t directly impacted will continue to operate, lowering the risk of business interruption. You can configure the service so that you’ll be alerted via email to the failure by a fatal error warning. 

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PRODUCT INFORMATION MANAGEMENT

Faster access to historical sales impacted by unit cost changes 

When viewing historical sales transactions in item maintenance, you can now see exactly when changes to the unit cost of an item started to impact sales line costs. 

Improve data privacy by concealing stock costs from store staff 

If you want to keep the cost your business pays for stock confidential, you now have the option to hide it from the sales and credits screen at the Back Office so that it’s not exposed to your store staff.  

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INVENTORY

Simplify urgent stock transfers from warehouse to store 

If your business manages all stock requests from the head office, you can now use Infinity’s replenishment request function to order branch stock, instead of raising a purchase order. This can be useful if you want to get an item from the warehouse to a store at short notice and you are happy for the warehouse to send what it can based on availability.

Increase receipting speed and accuracy with audible scan warnings 

Using Cloud Inventory to receipt items that have arrived in a consignment of multiple stock transfers will improve your detection of errors now that store staff get a “bad beep” warning when they scan an item that isn’t supposed to be in the consignment or an item that has an invalid barcode. We’ve also improved your staff’s ability to identify variances for over and under transfer receipts, making the receipting process speedier and more precise.  

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CUSTOMERS & LOYALTY

Meet privacy law obligations by automating customer data retention periods  

We’ve enhanced Infinity Loyalty to give you more options for managing your Personally Identifiable Information (PII) risk. You can automatically remove customer data from POS and Back Office machines when there are no open sales orders and no transactions for that customer within a configurable period.  

Before you can use this functionality, you need to have a stable infrastructure, as the customer search will always use a connection to the Head Office. Also note that these changes should be part of your wider PII programme. 

Streamline mass updating of free prepaid product offers 

Offering free prepaid promotional products can be an effective way of engaging with your existing customers. We’ve made adopting this strategy more seamless now that you can use Infinity Loyalty to update many prepaid product balances at the same time.  

Enhance security by deactivating stolen partner loyalty cards 

If you use Infinity Loyalty with partner programmes, you can now block a customer’s Airpoints or Flybuys card that has been stolen or involved in a fraudulent transaction so it can’t be used as an identifier at your Point of Sale or at an outside payment terminal, thereby protecting your business from potential fraudulent card use. 

In addition, by blocking (and not deleting) the identifier, you remove the risk of it being allocated to another customer. 

Create tailored rewards when resolving customer concerns 

We’ve enhanced the ways you can reward Loyalty customers by enabling you to manually adjust a customer’s accumulator balance at the Head Office. You can use this new function to add a “stamp” for a customer, so that, for example, you can give them a free coffee as a way of resolving a concern or query.   

Speed up loyalty customer scanning during a sale 

Scanning a loyalty customer into a sale is faster and more efficient now that your store staff no longer have to open the customer search function before scanning the customer’s card. If you want to maintain customer confidentiality, this has the added benefit of not exposing customer information to your store staff. 

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PRICING & PROMOTIONS  

Simplify the set-up of quantity-based promotions at any price level 

If you use quantity price breaks, you can now apply those breaks to prices 2-8, as well as to price 1, on the Infinity item master data. Applying breaks across all price fields can be easily managed using Infinity ETL, which saves you the hassle of manually maintaining the various individual pricing scales for an item.  

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REPORTS & ANALYTICS

Improve stock management with better inventory-related reporting  

We’ve made a number of improvements to the end-of-month financial reports so that they’re more useful for inventory-related reconciliation. The Stock Movement Summary Report now offers a transaction breakdown using both quantity and cost values, as well as allowing you to easily see any variance between opening and closing balances. This means the report provides an easily readable view of all stock-related activity and allows you to identify instances where incorrect store processes were followed, such as selling items into negative stock.  

Other changes have been made to support these enhancements. Both the Stock Movement Summary Report and the Sales and Stock Gross and Profit Report now round the cost to four decimal places rather than two, as a way of further improving the accuracy of the reports’ cost figures over a long period, while the Chronological Item Movement Report includes the item on-hand quantity, which will be shown in red if a stock movement puts the item quantity into negative.  

Help store staff make purchasing decisions for future promotions 

Infinity’s new RBP Promotions Report allows your stores to see upcoming and current promotions and helps them make the purchasing decisions needed to run those promotions. They can use the report to understand what they need to order and when they can reduce ordering as promotions come to an end, as well as to check that shelf labelling has the right pricing information. Head office staff can use the report to help stores plan and run promotions, including through advance advertising.

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ADMINISTRATION

Enhance financial integrity with mandatory end-of-day completion 

If you use Infinity’s extended Cash Management functionality, you’ll find we’ve made some enhancements to reduce the risk of errors. Your store staff won’t be able to create a trading day if they haven’t completed an end of day on a POS station that has had sales activity, or if that station hasn’t linked to the Back Office that day. This ensures that all financial transactions are available at the Back Office when the trading day is created and removes the possibility of sales and till adjustments being missed. 

Extend lifespan of stock records for open transactions 

You can now keep stock transaction records open for a very long period if they are associated with open purchase orders and unreceipted transfers. The records will remain active and available for updating for the life of the transaction, even after the configured lifespan limit has been reached.  

Boost security by eliminating barcode login risks 

Staff logins can be a security concern for your business, especially if your people create barcodes by entering their credentials on third-party websites and then use those barcodes to log in. You can now negate the usefulness of these websites by requiring that all users log in manually rather than by scanning IDs.  .  

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

The 7 omnichannel capabilities reshaping stores

There’s a colossal shift taking place right now in how retailers plan, build and deliver their in-store customer experience.

And the prime driver behind this upheaval is the ecommerce boom that is creating new online shopping habits and reshaping consumers’ expectations of in-store experiences.  

Customers today crave convenience, personalisation and a seamless shopping journey that doesn’t stop when they enter a store.  

As more shopping journeys begin online and store visits becoming more intentional, retailers are looking for new ways to elevate the customer experience - by bringing digital convenience to stores, fulfilling orders via stores to increase profitability and delivering personalised and tactile in-store experiences.  

And while the shift towards online retail is real, physical retail is going to continue to grow at 4% year on year and total an estimated 70% of sales by 2027. The retailers that take a unified CX approach are seeing significantly higher profitability and sales growth than their peers. 

Do you have a clear strategy and roadmap towards strengthening your in-store CX?  

Many retailers struggle to support their customers’ omnichannel demands and aren’t equipped to create the shopping journeys now expected by post-pandemic, digitally savvy consumers.   

They have disparate and siloed backend systems that are fragile, inefficient and costly to integrate. Many implemented quick-fixes to get new capabilities up-and-running, but now need a long-term unified solution that delivers a single source of truth across all physical and online channels.  

And they’re under increased pressure to implement change fast but can’t quickly spin up the new “phygital” customer experiences the business demands. 

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So what are the new capabilities retailers need to modernise their customer experience for unified retailing?

Here are seven areas where retailers are increasing their focus and investment:

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1

Stores that amplify the digital experience

The phenomenal rise of live online customer experiences has migrated beyond social media and live chat to virtual shopping appointments. Retailers are using the unparalleled knowledge of their store staff to boost digital sales and service by giving in-store teams the tools to connect with shoppers digitally. Platforms like Brauz provide the video commerce smarts, while unified commerce solutions (like Infinity) help to automate the end-to-end process, from customer communications and data insights to seamless sales transactions and fast delivery. 

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2

Digital convenience in stores

The POS used to be the epicentre of the store technology experience. But today consumers expect unlimited access to information and functionality to inform their purchasing decisions, and demand digital convenience inside the store. Retailers are putting customers in charge of their in-store experience by integrating digital services, such as the ability to look up loyalty points, explore product information and add items to digital wishlists in stores. Shoppable screens provide ‘endless aisle’ capabilities that let customers browse and order from the entire inventory. 

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3

Self-checkout expands to self-service

In tandem with the new digital experiences inside stores, retailers are modernising their checkout experience so that customers can transact on their terms. They’re putting customers in control with fast and flexible self-guided assistance, mobile point of sale and contactless payments wherever the customer is - in the store, out in the warehouse or yard, at trade shows and pop-up stores. While self-serve kiosks are practical solutions for larger stores and supermarkets, fuel and convenience retailers taking advantage of new self-service software that can be deployed on any touchscreen terminal, making it simple to create fast and memorable experiences.  

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4

Endless aisle for anywhere, anytime orders

Consumers are choosing retailers based on the ease and flexibility of the end-to-end experience. With a ‘buy anywhere, fulfil anywhere’ strategy and centralised unified commerce platform, retailers can give customers and staff real-time visibility of inventory, order and customer data across the business. That means customers can shop whenever they feel like it, at any time, using their most convenient channel.  And endless aisle access to inventory lets customers order any product and get it delivered to any address. 

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5

Flexible omnichannel fulfilment

With ecommerce sales returning to pre-pandemic growth levels, services such as ship-from-store, click-and-collect, endless aisle and returns anywhere are all just table stakes today. Retailers are prioritising capabilities that help them to launch and scale omnichannel experiences faster by improving store fulfilment efficiency and enhancing the store pick-up experience. They’ve created hybrid stores that support the rise in online sales while meeting customers’ expectations for fast pick-up and delivery.  

They’re now introducing ship-from-store capabilities that not only enable ecommerce orders to be shipped from stores, but stores can also ship orders placed in other stores.  And with a unified view of inventory across all stores and DCs they can quickly see where inventory is located and the fastest route to fulfil orders. 

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6

Unified channels strengthen personalisation

With more buying journeys beginning online, and store visits become more predetermined, customer expectations for a frictionless ‘one brand’ experience are rising. However, many retailers have channel silos that mean any interaction or activity that the customer had with them online is not available to the customer or staff within the store.  

Retailers are delivering personalised experiences by using AI and intelligence across online and offline channels to deliver timely and relevant communications, recommendations, offers and rewards across in-store and digital touchpoints, including the point of sale, mobile app, web, email and social. And some are extending these personalised recommendations into other communications with customers, such as e-receipts and shipping notifications. 

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7

Unified employee experiences

A great customer experience hinges on a great employee experience. After years of underinvestment and now a labour crunch, many retailers are playing catch-up by making employee efficiency and enablement a top priority this year. They’re giving their in-store teams access to relevant customer intelligence - such as loyalty points and rewards, wishlists and sales histories – to equip them to add more value to their customer interactions. Some are using AI technology to provide personalised upselling recommendations during click-and-collect pickups. And localised pricing gives their teams up-to-date, competitive pricing and empowers them to make better, on-the-spot decisions. 

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This post was originally published September 2022 and updated on 14 December 2023.

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Want help to modernise your stores for unified retailing? 

As you transform your stores to be the centre of your omnichannel experience, your POS and retail systems must transform as well. If you’re experiencing technology challenges that prevent you from unifying store and digital experiences, get in touch. We’d love to help you make stores play a bigger role in your CX strategy. 

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If you’re driving the CX transformation at your retail business, our unified commerce maturity model is the perfect tool to create your roadmap. Learn about the capabilities you need to create a rich mix of omnichannel experiences. 

New in Infinity – October 2023

Here’s new functionality across the Infinity platform that will help you unify your physical and digital channels to create frictionless customer experiences and drive growth.

Infinity is a modular platform and you may need additional components or licencing to access some functionality. 

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INFINITY API

Enhance ecosystem integrations by accessing more transaction source data

As part of our continual expansion of Cloud Events payloads, we’ve included additional information about the transaction source, as well as any information about the use of external loyalty cards and fuel coupons, to allow you to enrich your integration with ecosystem platforms. 

Streamline sharing of sales data with ecosystem partners 

You can now use the Infinity Cloud Events service to securely share sales of specific products with ecosystem partners without having to waste time and resources manually cleansing and redacting data.  

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PRODUCT INFORMATION MANAGEMENT

Automate shelf pricing updates with Pricer integration 

Keeping your shelf pricing up to date, especially during a promotional period, can be time consuming and costly. Using Infinity's new integration with Pricer software, you can reduce labour costs by harnessing the power of real-time electronic pricing. The integration regularly sends the latest Infinity pricing information to Pricer, saving you the effort of manually updating prices and ensuring your shelf pricing is always current. 

Boost efficiency with ETL tool item selection enhancements 

Bulk exporting and updating item data using the ETL tool is easier and more efficient now that you can select items by subdepartment and product class rather than just by department, giving you more focused and targeted results.  

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INVENTORY

Streamline inventory management by stock taking any time of day 

Businesses can find it hard to fit stock taking around the need to keep trading. Infinity Cloud now allows you to stock take during trading hours at a time that suits you and then refresh stock data at the Back Office, meaning you don’t miss any sales that happened during the stock take.  

Save time and effort when receipting multiple stock transfers 

If your business chooses to reduce transportation costs by shipping multiple stock transfers from your warehouse in a single delivery, you can now use Infinity Cloud to receipt all the goods in that delivery at the same time. When the consignment arrives, your store staff can simply scan the goods and Infinity will deal with the hassle of matching them to the right stock transfer, saving you time and effort.  

Simplify checks of shelf price labels using mobile devices 

Verifying shelf-edge pricing, particularly during a promotion, can be difficult for store staff, who have to match the shelf price to the price recorded at the POS station. To overcome this, Infinity Cloud now allows store operators to see both the standard price and the single product promo price on a mobile device as they move around the store. 

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CUSTOMERS & LOYALTY

Increase accuracy of fuel loyalty balances via manual adjustments 

Loyalty program administrators in fuel businesses can now create both positive and negative manual adjustments to cents-per-litre balances, giving them more control over suspicious transactions and instances where operator error has inflated the balance.    

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PRICING & PROMOTIONS  

Simplify the setup of quantity-based promotions 

If you use quantity break/price bands, you can now use additional price adjustment options to simplify and optimise the setup of scale pricing rules. By enabling price fields 2-8 on the item master, you can define a single rule to manage multiple items, reducing the overhead in maintaining these rules.   

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POINT OF SALE

Improve security and employee safety with contactless cash recycling 

Handling cash is a financial and security risk for all retailers. Infinity’s new cash recycler integration improves your peace of mind by taking the responsibility for processing cash payments away from store staff and giving it to the recycler machine instead. This reduces both the chance of staff error when giving out change and the risk of theft, while also allowing you to enjoy the benefits of contactless cash handling.   

Boost profits by removing credit option from Windcave EFTPOS 

Customers who use the credit option when paying by EFTPOS as a way of circumventing the credit card processing fee cost your business precious revenue. To overcome this, you can now configure payment options at the point of sale so that when the customer chooses to pay by Windcave EFTPOS they must debit either their cheque or savings account, rather than using the credit option.   

Let customers quickly and easily self-scan loyalty cards on Magellan scales 

Infinity Loyalty now supports the use of Magellan scanner scales for scanning Loyalty cards, optimising the search for Loyalty customers at the Point of Sale.  

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INTEGRATIONS

Speed up GRNI reconciliation in Xero 

Reconciling the GRNI account postings in Xero is faster and more efficient now that the original purchase order number displays on purchase order goods receipts.  

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TECHNOLOGY

Accelerate upgrades with fewer exceptions  

We've enhanced the Infinity Upgrade Service to accommodate situations where applications are running that may block the upgrade from updating files in the Infinity folder. This will result in fewer exceptions needing attention post-upgrade, reducing the time pressures on technical staff.    

Support for diverse scale hardware at site level 

Businesses that configure scales at the site level can now set station-specific scale configurations, allowing for mixed hardware options to be supported.  

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

The critical role of stores in digitising the retail customer experience

There’s been a massive shift in consumer expectations around convenience, connected shopping experiences and personalisation. Here’s how to use your stores to elevate and differentiate your customer experience.

For most omnichannel retailers, the growth of ecommerce has meant boosting their investments in physical retail.  

That’s because the store is essential to creating and satisfying customer demand - even if the customer ultimately transacts online. 

Consumers now see both the online and offline shopping experience as part of the same buying journey and not as one versus the other. Investments in unified commerce to unify the store and online experience are gaining momentum, with 20% of retailers heavily investing in it, 32% beginning to invest and 36% considering doing so. Retailers who used unified commerce in 2022 saw a 7% revenue boost over those who did not.  

Omnichannel retailers now see their stores as critically important assets to invest in.

• Store loyalty captures more share of wallet 

Today’s shoppers are purposeful and discerning. They don’t just compare your service to that of your competitors, but to the best service they’ve ever received, anywhere, any time. They want consistency across your channels, recognition wherever they shop with you and a relationship with your brand.  

With the ability to see, touch and feel products and assess alternatives, stores are important for marketing and customer acquisition. Store conversion rates are typically 20-40% - around ten times more than ecommerce channels (only 2.5-3%). And the store remains the dominant sales channel, still generating more than 70% of sales.  

• Stores shorten delivery times 

Stores support ecommerce fulfilment and place inventory close to customers - the source of demand. Click and collect, ship from store and return in store are now routine ways to fulfil online orders. Without a store, many online orders would not happen, and would be unprofitable.  

• Stores set the stage for experiences 

Stores can amplify brands by adding a tactile experience and human factor that isn’t possible online. Store staff build trusted relationships with customers through personalised recommendations. They are often better at acquiring customers and stimulating repeat purchases than digital channels. And self-service technologies can create an easy and fast experience at transactional moments of the in-store journey.  

Our client, Cue Clothing, is a remarkable example of how to use stores for competitive advantage. Around 20 percent of its sales are online, but over 60 percent are fulfilled by stores instead of a dedicated warehouse. The introduction of endless aisle increased access to inventory eightfold to 80,000 items, leading to a 70 percent increase in conversions and 130 percent increase in overall sales. And Cue has also launched a range of award-winning in-store initiatives – including virtual styling and in-store wishlists - that are driving up conversions, increasing revenue and boosting customer loyalty.

So how can your stores play a bigger role in your CX transformation? 

Here are 3 areas to focus on to differentiate your store experience: 

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1. Bring digital convenience to stores

Many retailers have relied on convenient physical locations and knowledgeable store staff to entice customers to visit them. But today’s digitally savvy consumers want a ‘joined-up’ omnichannel experience that doesn’t stop when they enter a store.

By reimagining the store customer experience and giving staff tools to connect with customers digitally, you'll bring a rich mix of human and digital interactions into stores.

• Start by revamping the checkout experience. Offer fast, digital, contact-free point-of-sale transactions wherever the customers are - in the store, out in the warehouse or yard, at trade shows and pop-up stores. Ensure you can provide quotes and take cash sales or charge-to-account orders anywhere, with the flexibility to handle complex split orders, sales and returns. 

• Put customers in charge of their in-store experience by integrating digital services, such as the ability to look up loyalty points, access product information and add items to digital wishlists in stores. People who use digital while they shop in-store convert at a 20 percent higher rate compared to those who do not use digital as part of the shopping journey. 

• Localised pricing will let your team offer up-to-date, competitive pricing and empower them to make better, on-the-spot decisions.

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2. Use store fulfilment to increase ecommerce profitability

Retailers are working to optimise their processes and remodel stores into fulfilment centres to meet the explosion in demand for online orders fulfilled in stores. 

However, many retail systems weren't built to provide real-time inventory so the challenge of knowing where stock is located across the store network causes missed sales and cancellations of online orders.

• Create a single view of inventory across stores, online, mobile and warehouses to improve your return on inventory and maximise selling opportunities. 

• Use your stores as mini-distribution centres to give your customers a variety of delivery options, such as click-and-collect, store-to-door, drop ship and returns anywhere. 

• Endless aisle capabilities let you sell products not stocked in your current location and have them delivered to or collected by the customer.

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3. Personalise customer experiences by extending digital into stores

With more customer journeys beginning online and store visits become more focussed and deliberate, customer expectations for a frictionless ‘one brand’ experience are rising. 

However, many retailers have channel silos that mean any interaction or activity that the customer had with them online is largely unknown to store staff. 

By connecting all your customer engagement points in near real time, you can deliver a holistic and personalised customer experience more consistently. That means treating each customer as the individual they are all the time – one person with one account, interacting with one unified brand.

• Combine your customer, inventory and sales data from all channels and touchpoints and analyse your customer preferences. Use these insights to develop personalised communications, experiences and offers that drive customer satisfaction and loyalty. 

• Make this data available to your store staff. For example, provide your teams with access to relevant customer information, such as loyalty, wishlists and sales histories. Use AI technology to provide personalised upselling recommendations during click-and-collect pickups. 

• Extend these personalised recommendations into your other communications with customers, such as e-receipts and shipping notifications.

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This post was originally published June 2022 and updated on 25 September 2023.

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As you transform your stores to be the centre of your omnichannel experience, your POS and retail systems must transform as well. If you’re experiencing technology challenges that prevent you from unifying store and digital experiences, get in touch. We’d love to help you make stores play a bigger role in your CX strategy.

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If you’re driving the CX transformation at your retail business, our unified commerce maturity model is the perfect tool to create your roadmap. Learn about the capabilities you need to create a rich mix of omnichannel experiences.

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Success or surrender: 5 critical moves for rescuing a failing retail software project, plus when to cut your losses

Has your retail software project hit rock bottom?

In my last blog, I talked about why many retailers fail to achieve the expected ROI from their retail management software investments and shared five tests a new purchase must pass.

In this blog, we’ll look at what to do when a software project goes wrong.

Enterprise software failure rates are remarkably high, though naturally rarely discussed in public! For some companies, their investments become a black hole, sucking up funds and resources to rescue the project. Others lead to serious business disruptions when the software goes live and the loss of innovations that deliver a competitive edge.

So how do you resurrect a failed software project and, more significantly, what are the important signs it’s time to cut your losses and walk away?

There are five steps to take to salvage a failing software project, or rebuild after a failure:

Step 1: Rethink your game plan and goals

Take another look at the original project plan and strategic objectives. Adjust them to fit the new reality and the challenges you've faced. Then set realistic expectations and lay out clear objectives for moving forward. Maybe you need to tweak the timeline, shuffle resources or reconsider the budget? A fresh plan gives you a chance to gain momentum and start over.

Step 2: Take a good hard look at what went wrong

Figure out the specific issues and challenges that caused the project to falter. Was it poor planning, bad program management, miscommunication or technical shortcomings? Communicate openly with all the stakeholders involved and listen to their take on the situation. Working together and sharing ideas will foster trust, encourage problem-solving and ensure everyone is on the same page regarding the path forward.

Step 3: Take stock of your team

Are the people and team dynamics that got you to this point capable of turning the project around? Check that the individuals have got the right skills for the job and are aligned with the revised project goals. Examine the team dynamics and make sure your leaders are up to the task. A great team can often turn things around.

Step 4: Call in the experts

If the project is in a critical state, it’s probably time to bring in outside help. Get on board external consultants and software vendors with real-world experience in the current disrupted retail environment. Ask them to provide guidance, identify areas to improve and suggest potential solutions. They'll have managed complex, large-scale deployments and can provide new perspectives and bridge skills gaps to get things back on track.

Step 5: Take action and keep tabs on progress

Take actions to remedy the identified issues and implement corrective measures. Whether it's changing team members, improving communication, adjusting workflows or adopting new project management methodologies, implement the fixes needed to address the issues. Keep a close eye on the progress, track the key performance indicators (KPIs), and have regular status updates to make sure things are heading in the right direction.

But what do you do when you’ve completed all these moves and the project is still floundering?

If the project is still not delivering real value after taking these steps, it can mean the wrong product was selected. Any software purchase that doesn’t meet its target ROI is a failure. And at a time when consumer confidence is low and customer expectations are rising, new technology investments are being held to an even higher standard.

Sometimes making the uncomfortable decision to cut your losses and start the process of finding a new software provider is the right thing to do.

While it may first register as a loss, it could end up being the best thing that ever happened to your retail business.

Here are the indicators that mean it's time to pull the plug and start over:

• Misalignment with business KPIs: If the project no longer aligns with your strategic goals or the original business objectives have significantly shifted, it's a fundamental mismatch.  When the deviation is substantial and irreconcilable, it's best to cut ties and focus on initiatives that do.

• Unrecoverable delays: If the project keeps getting delayed without any end in sight, it's a red flag. When the delays are significant and impact the project's viability or business objectives, it’s time to assess whether the proposed solution is even feasible.

• Escalating costs: If the project costs are skyrocketing and return on investment isn't looking promising, it may be financially unsustainable to continue. When cost overruns outweigh the expected gains, it’s better to cut your losses and move on.

• Susceptibility to the sunk cost fallacy:  This is our tendency to follow through on a project if we have already invested time, effort, emotion or money into it, whether or not the current costs outweigh the benefits. Any unrecoverable costs sunk in the past are irrelevant when deciding what to do next.

• Insurmountable technical challenges: If the project faces technical obstacles or limitations that can’t be overcome within a reasonable timeframe, it’s an indication that the solution is not suitable or feasible. When the problems are too big to fix or would require a complete overhaul, the software is not the right fit.

• Stakeholders withdraw support: When important stakeholders lose confidence in the solution or no longer provide support, it's a clear message. If the solution cannot realistically recover to meet their expectations, it’s time to consider ending it.

Making the call to exit a failing software project is tough, but often necessary.

It’s an opportunity to find a solution that best meets your particular needs, allowing you to create real, sustainable value for your retail business.

Want help to assess the viability of your software project?

If your project is not delivering the returns you expected, we can help you navigate the complex issues and find the right path forward. Just contact me at kelly.brown@triquestra.com or get in touch.

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For insights into how a unified commerce approach gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our ebook:

Show me the ROI: 5 tests to justify your retail software purchase

Are traditional ROI measures good enough in today's environment?  

Everyone’s focused on ROI for their enterprise technology purchases nowadays. ROI has always been important, but at a time when consumer confidence is low and customer expectations continue to rise, new technology investments are being held to an even higher standard.  

But making the shift to a new retail management system can be difficult.  

Research has shown enterprise software failure rates range from 30-70%, and some observers say that fewer than 10% of major software purchases fully meet expectations. Stories  about  outright software failures do appear in the media, but they’re just the tip of the iceberg - people don’t talk publicly about failures because they do not want to be associated with them.  

For some companies, their investments become a black hole, sucking up funds to salvage the situation. They pour money and resources into further development, implementation and maintenance, only to find after a few years that they’ve fallen by the wayside.   

And many projects may not be outright failures but lead to serious business disruption when the software goes live. Chaotic stores frustrate customers, supply chains go haywire, data integrity and security can be compromised, employee frustration kills productivity and integration challenges hinder efficient operations.  

Plus there’s the loss of innovations that can give you a competitive edge. A successful solution will be implemented faster than expected and meet or exceed the expected ROI, letting you create frictionless and differentiated omnichannel customer experiences that drive loyalty and grow revenue.  

You don’t want a project that fails to deliver the desired returns because the wrong product was selected.  

So how do you justify your technology investment?  

There are five tests technology purchases need to pass, and the first is the most important by far: 

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Test 1: Does it deliver your strategy and help drive forward your KPI's?

Evaluate how the software will help to achieve the strategic goals and objectives of your organisation.   

It should be a solution to the challenges you face or help you take advantage of new opportunities. It needs to offer clear benefits like boosting productivity, cutting costs, improving customer satisfaction or increasing revenue. If it doesn't directly address your needs, it's probably not the right fit. 

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Test 2: Does it deliver REAL value?

The ‘shiny object’ syndrome is prevalent in retail. People can get fixated on the latest trends and fail to assess how the investment helps to deliver a return on investment.   

How much will the system cost in terms of licenses, implementation, training and maintenance? Compare those costs to the benefits you expect to see. Consider both the tangible and intangible returns, such as increased revenue, reduced operational costs, improved decision-making, enhanced scalability or competitive advantage. A positive ROI should be evident over a reasonable timeframe.  

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Test 3: Does it deliver operational savings?

People are your most important resource. If your investment saves them time, that frees them up to work on higher value activities.   

The system should be user-friendly with intuitive workflows and features that align with users' needs and preferences. You want a solution that your store and head office staff can easily adopt and start using right away. No one wants to deal with complicated interfaces or spend hours in training sessions. And a solution that provides a positive user experience will yield higher productivity gains and better overall results. 

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Test 4: Can it grow with you and adapt to change?

Assess whether the system can scale and adapt to your organisation's changing needs. It should be able to handle more data, channels and touchpoints, easily integrate with other systems, be flexible enough to adapt to new technologies and scale to provide long-term value.  

You don't want to be stuck with an outdated or narrow point solution that won’t let you evolve to meet changing customer needs.  

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Test 5: Can you rely on the vendor for new functionality and ongoing support?

Biggest isn’t always best. A mid-sized company will have fewer layers of bureaucracy, giving them more agility and responsiveness. It also means that you’ll be an important customer of influence to your partner - they will value your business and work hard for it.  

Assess the reputation and support provided by the vendor. Do they have a good track record of successful implementations in the current, disrupted omnichannel retail climate, with customer reviews and references?  

Are they known for their customer service? You’ll want a partner that will be there for you when you need it, ensuring you can easily add new functionality and connect to third party systems (via APIs) to cultivate your retail ecosystem. 

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By putting your potential software investment through these five tests, you’ll find a solution that meets your needs and is cost-effective, adaptable, user-friendly and supported by a trusted and reliable partner.  

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Want help to ensure your software investment pays off? 

We can help you define your goals, develop a business case and create your roadmap to create the unified experiences that are best for customers and most profitable for you. Get in touch. 

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For insights into how a move to a unified commerce strategy gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our new ebook:

New in Infinity – August 2023

Here’s new functionality across the Infinity platform that will help you unify your physical and digital channels and deliver to changing customer needs. 

Infinity is a modular platform and you may need additional components or licencing to access some functionality. 

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PRODUCT INFORMATION MANAGEMENT

Streamline stock sorting by setting preferred sort criteria 

It’s now easier to sort and find stock items in Infinity using the criteria that makes the most sense to your business. When you browse for items in the inventory, your previous sort selection will be retained for the next session. So, for example, if you prefer to sort items by description, they will automatically be sorted in that order the next time you open Infinity.   

Empower store staff to control stock at new stores 

We’ve streamlined the effort involved in creating a new branch by providing a choice of which stock items will be sent to the store. When inventory items are copied from a source branch to the new branch, you can choose to only send the active items, or decide to set them all active and send them all. This empowers store staff to decide which items they want to keep, giving them more control over their stock. It also means your Head Office staff no longer have to be involved in setting up the inventory for a new store.  

Manage financial risks by setting store-specific cash limits 

Keeping cash in the cash drawer can be one of the most important financial and security risks your stores face on a day-to-day basis, and those risks can differ across branches. You can now empower stores to handle those risks in the way that meets their needs by allowing them to set their own cash drawer limits.   

Keep promotions running smoothly during franchise ownership changes 

Changing franchise ownership in the middle of a promotional cycle can be disruptive and potentially cost your stores valuable revenue. You can now minimise that disruption by easily transferring existing pricing and promotions when a store moves from one cluster in your organisation to another. This saves you having to recreate the promotions and means offers keep running without missing a beat. 

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INVENTORY

Make supplier searches easy with non-case sensitive name check 

We’ve improved the user experience when creating purchase orders and receipts by making the supplier name check non-case sensitive. This means that you will find the supplier without any trouble when there’s a difference in the capitalisation of their name on the item record and the supplier record.   

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CUSTOMERS & LOYALTY

Speed up loyalty prepay enquiries with full transaction info 

Your Loyalty support staff can answer Loyalty prepay customer transaction enquiries more quickly now that they can see more details about those transactions, including the date, the receipt number and the external transaction code.    

Improve efficiency during cents-per-litre rule searches 

Searching for specific cents-per-litre rules has been made more seamless and less time-consuming now that fuel administrators can easily filter and sort them.   

Customise error messages when external fuel balances unavailable 

Your Loyalty program administrator can now be warned that a customer’s external partner cents-per-litre fuel balance is currently unavailable using an error message that meets your customised business needs.  

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POINT OF SALE

Boost sales by providing customers with estimated arrival dates 

Securing a sale can sometimes come down to being able to tell the customer that the item they really want to buy will soon be available. Infinity now allows your store staff to see more details about the estimated arrival date of goods on purchase orders, as well as quantities on draft orders, allowing them to drive sales by giving customers the information they need to make purchasing decisions.  

Seamlessly switch POS stations for faster transactions via auto-logout 

At busy times, your sales staff may need to switch between POS stations to process a high volume of transactions quickly, while also allowing you to keep track of who processed the sales. To meet these simultaneous needs, Infinity can now log users out after a set amount of time, rather than locking the entire station. This keeps the sales process moving while not compromising on the audit trail. This feature is also useful between shifts if a user forgets to log out and means the next user can log in without having to involve a manager in unlocking the station.  

Customise age-check policies store-by-store 

If your business sells items that have an age restriction and you use Infinity’s advanced age check module, age policies can now be set on a store-by-store basis. This is especially useful if your stores operate as franchises and franchisees want to apply different policies. So, for example, one store can decide to age-check everyone who looks under 30, while another store decides to check everyone who looks younger than 25.  

Enhance fuel transaction monitoring by identifying legitimate test deliveries 

Monitoring fuel transactions using Digifort DVR is easier now that the video footage identifies the pumps used for test deliveries to ensure they were legitimate. 

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INTEGRATIONS

Republish cloud event sales invoice transactions effortlessly 

Cloud event sales invoice transactions can now be republished to either RabbitMQ or Azure should they need to be resent to the system that consumes them, ensuring that all transactions are sent and accounted for.  

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TECHNOLOGY

Support for latest Microsoft technologies 

Infinity now supports SQL Server 2022, the latest SQL Server version available from Microsoft. Note that SQL Server 2016 and higher require a 64-bit operating system.  

Faster POS setup with accelerated data replication 

Infinity Point of Sale will be ready to use much sooner following improvements to the setup process. Accelerated data replication can reduce the time it takes to perform the initial setup data synchronisation down to just a few minutes, depending on network speeds and the amount of data involved.  

Reduce costs with enhanced Wishlist integration 

Infinity’s integration with the Wishlist company now supports a multi-tenanted back-end.  

Effortless safety sheet distribution with API integration 

If you sell dangerous goods, distributing material safety sheets across your business can now be done via an API back-end, optimising the management of these documents and saving you the trouble of having to make them available on a site-by-site basis. 

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

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