Omnichannel Practice - Summit Advisory Team

Transform Your B2B or B2C Retail Strategy with Summit Advisory Team

Partnering with retailers and brands to create seamless experiences and turn omnichannel challenges into opportunities.channels.

We are passionate about what we do and are here to support leaders and operators in designing, developing, and executing their omnichannel experience and fulfillment vision. From strategy and CX design to assessments and implementations, we’ll help you integrate sales channels (online, in-store, mobile, marketplaces, etc.) and drive your business forward through holistic and practical solutions.

As former leaders and operators in the industry ourselves, we’ve walked in your shoes. We know the common pitfalls and how to avoid them, and we share our expertise both upfront and throughout the engagement so we set teams up for success in the long term. We measure our success on our client’s ability to continue to grow and succeed long after our engagements have concluded.

Summit is committed to supporting retailers and brands in the following ways::

Business Assessments: We analyze your current state to diagnose challenges that create friction in your customer journey as well as identify and quantify opportunities for growth.

Strategy Development: We help map your North Star experience and fulfillment strategy and build a holistic roadmap to support it.

Technology & Process Implementation: We are partners with multiple major technology platforms so can support you in implementing technology and process changes that will deliver on your vision and operationalize major omnichannel changes.

We operate with a goal-driven approach, partnering with you to co-create meaningful OKRs and success criteria upfront and ensuring that change is embedded and internal teams are ready to take over before we leave.

Meet our Omnichannel Lead - Kylie Schafer

Kylie has worn many hats in retail across ecommerce, store ops, merchandise, technology, analytics, and more. She has a unique blend of experience that allows her to view and analyze the customer journey from a holistic position.

Across Summit, we have partnerships and team members who have experience in most major technology players in the space and are experts in what it takes to implement and run them. We believe each solution has a best fit and are able to be technology agnostic in our recommendations. That range of experience frees Kylie to act in her clients’ best interest with no underlying agenda.

What can we help you with?

Providing early analysis of your complex project needs with our Phase Zero approach.
Identifying and troubleshooting process and technology problems causing friction with the customer journey.
Building or analyzing a comprehensive omnichannel strategy and staged roadmap to support your business objectives.
Recommending and/or implementing processes and solutions required to meet your omnichannel fulfillment strategy.

Case Study: American retailer with growing online presence

The client had recently implemented omnichannel fulfillment capabilities including ship from store, ship to store, and buy online pickup in store. The goal was to better utilize enterprise inventory and improve merchandise sell-through.

Outcomes:

Leveraging Summit Advisory Team’s Phase Zero methodology, the client:

Achieved significant financial improvements, including increased fill rate (78% to 96%) driving +$10 million annual revenue, reduced bounce rate (3.5% to 1.4%)
Realized cost savings of $750,000 annually by reducing costs from 1.6 units/parcel to 2.0 units/parcel and lowering ship from store (SFS) cost per unit from $10 to $7.50
Enhanced customer satisfaction with improved customer delivery SLA from 60% to 85% delivered within 5 days

Click here to learn more about this case study.