archetypeconsulting.com

Archetype, a corporate performance management and data analytics solutions consulting firm, is delighted to be a Platinum Sponsor of OneStream’s Splash Conference for the second year in a row. OneStream Software provides a revolutionary corporate performance management (CPM) solution that unifies and simplifies financial consolidation, planning, reporting, analytics and financial data qualify for sophisticated organizations. Deployed in the cloud or on-premise, OneStream XF is the first and only solution that delivers corporate standards and controls, with the flexibility for business units to report and plan at additional levels of detail without impacting corporate chart of accounts—all through a single application. The OneStream XF MarketPlace features downloadable solutions that allow customers to easily extend the value of their CPM platform to quickly meet the changing needs of finance and operations.

Archetype, a management and technology consulting firm providing performance management and business intelligence services, has acquired TopDown Consulting, an enterprise performance management (EPM) solutions provider based in San Francisco, CA. Over the next two months, the two companies will work together to integrate TopDown Consulting’s team and business functions into Archetype’s organization. More information: www.archetypeconsulting.com About TopDown Consulting Founded in 2000, TopDown Consulting is an experienced EPM solutions provider and trusted advisor to finance leaders delivering data-informed insight. TopDown’s exclusive focus on client self-sufficiency and commitment to client success is why industry leaders consider TopDown Consulting to be a trusted advisor and indispensable partner for addressing all EPM challenges.

A multi-billion-dollar speciality retailer marketed to consumers using primarily traffic-driving coupons (e.g. “20% Off Any One Regular Price Item”). This made it difficult to forecast promotions effectively and the client turned to a team of data scientists to get an accurate picture of which coupons would work. The client had several different coupons consumers could use on any given week, including: * 20%, 30%, or 40% off one regular priced item * 30% off all items within a department It became increasingly difficult for the client to forecast with all the variations of these promotions in play because the client still used traditional econometric methods. The team looked at the entire customer database and predicted the likelihood any individual would come to a given store, in a given week, given the coupon that’s offered.

The client needed guidance on who to target, which marketing channel to choose, which messages to send, and most importantly – what time to send it. With this information now in-hand, the data scientists partnered with the client’s Marketing Department to create messages that would entice customers to come to the client’s QSR, focusing on Workday Lunch and Workday Happy Hour. They utilized the following channels: As a result, the cross-functional team derived the optimal day and time a customer should receive a “join us for lunch” email. The tools and techniques for delivering the right message to the right customer at the right time and picking a clear channel are critical to changing behavior.