Representative Engagements 


Engagement:  There were two major objectives:

1) Select and implement a new retail ERP system to replace an old legacy system

2) Implement a new Merchandise Planning system


ERP Project:  Developed and published an RFP containing detailed business and technical requirements to 6 vendors. Led the core business team through demonstrations, evaluation and selection.  During implementation led the business process analysis portion of the project.

Merchandise Planning:  Led the business team on the successful implementation of a state-of-the-art merchandise planning system, overcoming multiple obstacles during technical and business testing.


ERP Project:  Executive steering committee approved the ERP team selection recommendation, and system implementation commenced.

Merchandise Planning: System and business processes successfully implemented


Engagement:  Evaluation and selection of an Enterprise Resource Planning (ERP) application

Approach:  Developed detailed requirements for core merchandising, planning, allocation, replenishment, finance and IT.   A Request for Proposal (RFP) was developed and distributed to a select group of  software vendors and two were chosen to conduct scripted demos with the client.  The diferentiating factors were the vendor's ability to accommodate special and custom orders and to integrated them into the client's existing POS platform.

Result:  Vendor references were conducted and the final vendor  recommendation was made to the client on time and on budget.



Engagement:  Develop and Implement Change Management Program to Facilitate an Oracle Retail Implementation

Approach:  Consultants were embedded within the functional areas to build rapport, gain insight into issues and generate awareness of the benefits of the new applications

Result:  1) Impact analyses were prepared of expected business process changes.  2) conducted a skills assessment of current merchandising and financial staff 3. developed and executed an ongoing communication plan that was utilized for the duration of the implementation



Engagement:  Software Selection to Replace eCommerce Platform

The existing web platform was built to launch an ecommerce pilot.  It was not scalable and required significant manual intervention.  In addition, it could not effectively support the company’s expansion plans 


  • Requirements were further refined 
  • An RFP was developed with approximately 5,000 questions and distributed to several internet solutions         partners
  • Two finalists were selected from a long list of vendors
  • Scripted Demos were conducted and each vendor’s demo was evaluated
  • A Total Cost of Ownership was determined for each vendor
  • References checks were conducted



  • A vendor was selected based upon functionality, references and cost
  • Contracts were negotiated
  • A final budget was developed
  • A high level implementation plan was prepared



Engagement:  Cabela’s views brick & mortar retail stores, as well as internet, as major new growth vehicles.  However, there are several challenges to be overcome to achieve new growth:

Approach: Designed new multi channel business processes Realigned organizational goals, rewards & reporting relationships Provided assistance for training and business processes for several new application software platforms that were acquired Coordinated training for more than 8,000s associates

Result:  Client executive management considered this omni-channel initiative was their most successful large project ever undertaken.  Company was able to focus on delivering  better service levels to customers across all channels, while improving inventory and operating expense performance.Clicks & Mortar Consulting was a partner with Cabela’s throughout this project  in the role of omni-channel subject matter experts, leadership for all business process redesign, training leadership, and overall project management