Merchandise Financial Planning

Agile, AI-Driven Planning for the Next Era of Retail

Plan Smarter. React Faster. 
Maximize Profitability.

In a retail world defined by rapid shifts in demand, volatile supply chains, and fierce competition, traditional spreadsheets and siloed tools can no longer keep pace. To win, retailers need a flexible, intelligent Merchandise Financial Planning (MFP) platform that connects strategy to execution in real time.

Moxie Retail, a trusted o9 implementation partner, helps retailers unlock the full power of o9’s AI-powered MFP platform, delivering unified planning, faster decision-making, and measurable financial impact in just weeks—not months.

PLANNING TRANSFORMATION

Why o9 + Moxie Retail?

We don’t just deploy software—we transform your planning capabilities into a competitive advantage.

With Moxie Retail’s o9 MFP services, you get:

  • Unified Financial Planning
    Consolidate sales, margin, and inventory planning across retail, direct, rental, and wholesale channels.
  • Rapid In-Season Agility
    Reforecast daily or weekly to respond to demand shifts and optimize markdown decisions.

  • Real-Time Visibility
    Track plan vs. actual performance dynamically to spot risks and opportunities early.

  • Dynamic Open-to-Buy (OTB)
    Control spend with powerful, scenario-based financial modeling.

  • Global Scalability
    Support multi-region, multi-brand operations on a single platform.

Business Impact Delivered

KPI Before o9 After o9
Plan Accuracy
~55%
85–90%
Markdown Spend
High
↓ 12%
Reforecast Time
5–7 days
1 day
Inventory Turns
3.2
4.0+

Our Implementation Approach

We combine o9 expertise, retail-specific accelerators, and agile deployment methodologies to deliver transformation in as little as 12 weeks.

  1. Strategic Assessment – Map current planning gaps and align on future-state capabilities.

  2. Agile Deployment – Deploy pre-configured calendars, hierarchies, and role-based workflows rapidly.

  3. Integration Layering – Connect seamlessly with demand, assortment planning, ERP, and BI tools.

  4. AI/ML Enablement – Enable predictive forecasting and real-time scenario modeling.

  5. Training & Adoption – Equip planners, buyers, and merch managers with intuitive tools and best practices.

Make Planning a Competitive Advantage

Merchandise planning doesn’t have to be a slow, reactive process. With Moxie Retail + o9, you gain a future-ready planning platform that enables faster reactions, smarter investments, and higher profitability.

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