"C to J" Conversion Project Summary

LAST UPDATE: 9/28/2017

GOAL: Migrate all existing customers currently on the ProLogic "C" system to the newer "J" system by the end of February 2018 with minimal business distruption to the customer.

CONCERNS: Concurrent projects using common resources that are also handling day-to-day duties necessary for ongoing client support.

COMMUNICATION: Slack channel - # c_2_j_conversion on the appcardinc.slack.com team

  • Proposed Project Team Participants

    Lance Recker - project lead, in-lane graphic updates, promotion conversion training

    Al Smith - project exec oversight

    Patrick - project management assistance

    Julius Dunn - hardware procurement, shipping, installation & J boarding coordination

    Brendan Laurence - networking changes, if any (Open VPN conversion?)

    Sam Morales - data migration, third party feeds

    Nathan Johnson - public web service changes & greenpoints.com integration

    "C" Onsite Account Team - Dave Beach, Chris Gillis, Stacey Miller, Scott Allen - project liaisons

    Doyle Stone - C to J promotion conversion

    Jim Hoffman - C to J promotion conversion

    Yahaira Lopez - C to J promotion conversion

    PL Technical Support - installation support, system testing and boarding verification

    Matt Fischer - convert all reporting for new partner/client IDs

    Alex Porro - convert all reporting for new partner/client IDs

    Dimtri Romanov - data migration ?

    Chak - data migration ?

    Amichay Oren

    Eliyahu - web services


Current "C" Clients

Green Hills - 1 location


Account Team: n/a

Account Contact: Kevin Petrie

POS: ISS45 version 8.1.8.1-060

Web site integration: No

Fuel: No

Digital Coupons: No

Promotion Engagement: low

Comments or Concerns: will need new brains, new printers

Kevin P. is on board with the C to J conversion plan

Shady Maple - 2 locations


Account Team: Dave Beach, Chris Gillis

Account Contact: Kevin Porsche

POS: ISS45 v8.1.6.060

Web site integration: No

Fuel: yes with exentus

Promotion Engagement: low

Comments or Concerns: will need new brains, new printers

Currently this account lies hidden in the SNS database, it should be by itself

Foodland - 3 locations


Account Team: Dave Beach, Chris Gillis

Account Contact: Pete Bazanos

POS: See linked file .

Web site integration: No

Fuel: Yes, in two locations

Promotion Engagement: low/medium

Comments or Concerns will need new brains, new printers

fuel re-householding feed; These will need to relocate into the SNS database for the migration

SHOP 'n SAVE - 80 locations


Account Team: Dave Beach, Chris Gillis

Account Contact: Pete Bazanos?

POS: See linked file .

Web site integration: Yes, Gatesman Freshop birdzi

Fuel: Yes

Digital Coupons: yes, Smartshop w/YT

Promotion Engagement: high

Comments or Concerns TCI/IP conversion will need new brains, new printers

ss1657 - using SwedaMart POS (J ready?)

utilize SV east brains for conversion?

Punxy (RID376, SID1544) exiting fuel starting points - early conversion candidate?

Incorporate Devines move out of greenpoints db tino sns

Foodtown / Allegiance - 83 locations


Account Team: Chris Elam, Stacey Miller

Account Contact: Wally Meier?

POS: xxx

Web site integration: Yes, Freshop

Fuel: No

Digital Coupons: yes, Smartshop w/Birdzi

Promotion Engagement: high

Comments or Concerns

heavy ACI dependance greenpoints (PSK) - integrate into J printers - 4" vs 3" Freshop, Birdzi

D'Agostino - 13 locations


Account Team: Chris Elam, Stacey Miller

Account Contact: tbd

POS: xxx

Web site integration: Yes, Freshop?

Fuel: No

Digital Coupons: yes ?

Promotion Engagement: medium/high

Comments or Concerns printers - 4" vs 3" Freshop, Birdzi ??

Lowes Foods - 94 locations


Account Team: Dixon Douglas, Stacey Miller

Account Contact: Chris Mundy?

POS: xxx

Web site integration: Yes, home grown w/ marketing agency

Fuel: Yes

Digital Coupons: Yes, using Inmar, but we have no touchpoints in-lane

Promotion Engagement: high

Comments or Concerns TCI/IP conversion, print2POS, fuel - householding, web re-integration - Unata, Inmar, Freshop

why convert? loss of revenue if forced off platform prior to their project completion


High Level Tasks

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  • Inform Clients of Project
    • Green Hills - Lance Recker
    • [x] Spoke with Kevin Petrie out intention to switch
    • Shady Maple - Dave Beach
    • [ ] Inform client
    • SHOP 'n SAVE - Dave Beach
    • [ ] Inform client
    • Foodland - Dave Beach
    • [ ] Inform client
    • D'Agostino - Chris Elam
    • [ ] Inform client
    • Foodtown - Chris Elam
    • [ ]
    • Lowes Foods - Dixon Douglas
    • [ ]
  • Prioritize conversion sequence

    Methodology: Convert based upon least to most complex - Green Hills, Shady Maple, Foodland, D'Agostino, SHOP'nSAVE, Foodtown, Lowes Foods (no conversion need due to upcoming program exit?)

  • Board clients into J platform

    Credit maps - convert maps from old C to new J format

    Departments

    Excluded departments and UPC list

    Create CAM users, as needed

    Create PromoExpress users, as appropriate

  • Software changes

    Print to POS on J - no scanmaster, no LOC

    Print to 4 inch for vs 3 inch graphic printer? tested or integrated drivers for 4"?

    TCP/IP conversion - interface/brain

    Autobuild to J-TPR batch translator

    Add print drivers for Star 4” printer to JBrain

    Fuel interface conversion

    web service version gearbox

  • Promotion conversion

    ID offers to convert

    ID prints to reformat (3 inch) or convert (4 inch)

    Assign promotion builders

    Assign graphic designer(s)

    Convert require promotions

    Create test PID for hardware installation testing

    Digital Coupons from SmartShop to JBrain batch

  • Data migration

    Scope data sizing for increased warehouse space usage during transition

    Migrate consumer demographics

    Populate C shopping history to J

    Household mapping from C to J

    19 vs 12 digit cards - what are fuel pump requirements? mag stripe needed or barcode only now (ISO)

    Indentify key custom buckets or bucket associated with necessary long-term promotions

    Evaluate assorted data exports for conversion

  • In-Store hardware replacement

    Identify quantity of C brains for replacement

    Choose brain hardware for J - ProLogic minibox vs new phantom - source new hardware from China?

    Identify printers for replacement

    Determine hardware costs

    • New brains needed for compatiblity with Centos 7
    • TCP/IP 4" printers

    Determine installation costs - additional labor?

    Determine shipping costs - deploy to central locations or each store?

    Replace all Parallel printers with TCP/IP printers

  • Hardware installation & testing

    Verify credit map

    Verify default Exclusions

    Verify test promotion success on each lane

    Complete conversion from Serial to TCP/IP for Shop n Save and Foodtown

  • Third party considerations

    Identify all data exports and evaluate for possible changes - Sam

    fuel partner household feeds - Sam?

    Freshop

    Birdzi

    Unata

    Inmar

    10-10 Data (Allegiance)

    SNS digital coupon mobile app (SNS)

    others?

  • Training

    Store training on CAM

    Training on PromoExpress

    Doyle, Jim, Dave, Chris G. training on J build, boarding, etc.

  • Potential Costs

    Replacement brains: $x.xx each (which device to use?)

    Replacement printers: $x.xx each

    Shipping: $

    Installation Materials: $

    Labor: $

    Old Equipment Disposal: $


    Kick-Off Meeting - Thursday, 9/28/17 from 11am to 12pm

Attendees:

Lance, Scott, Chris G, Chris, Sam, Brendan, Julius, Al, Patrick, Amichay, Doyle, Jim

Absent: Dixon (out of office)

Purpose of the meeting was to introduce C to J project to all of the key players to make this project succesful. Lance guided team through the document after introducing the general objective. Various team member interected with their thoughts and opinions on assorted tasks and topics.

feedback from Doyle Stone:

Additional ACI/AutoBuild notes: Foodtown Corp., D'Ags and Lowes all use their own systems to manage weekly promotions they submit into the AutoBuild system. FT works directly with the ACI program's database located on one of their local machines along with the actual ACI program. They use MS Access to work with the database. D'Ags uses an AS/400 (the last I heard) with extremely limited capabilities. Lowes has a custom piece of software they call RVS that is highly integrated with their system but with many limitations when it comes to taking advantage of some basic AutoBuild functionality.