The short version
  • Map required decisions and data sources before vendor demos.
  • Test recommendations against real historical scenarios.
  • Include adoption, workflow fit, and data governance in scoring.

01

Define the platform scope

Clarify whether the platform must support reporting, forecasting, optimization, activation, or all four. Broad labels often hide important differences in workflow coverage.

02

Evaluation criteria

Score data integration, model transparency, scenario planning, user controls, security, implementation effort, monitoring, and the ability to measure incremental business outcomes.

03

Run a representative proof of value

Use a limited but realistic dataset, compare against current practice, include end users, and document data gaps. A polished demo is not a substitute for operational evidence.

Common questions

Questions worth asking

Should a retail analytics platform include optimization?

Only if the business needs recommended actions rather than reports or forecasts alone. Optimization also requires constraints, approvals, and outcome measurement.