A woman in a SPA
A woman in a SPA
A woman in a SPA

Promotion Planning and Forecasting System

Promotion Planning and Forecasting System

Promotion Planning and Forecasting System

H&B relied on an outdated legacy tool for promotion forecasting -costly, error-prone, and inefficient. I led the redesign of this system to reduce costs, improve accuracy, and prevent SKU losses across physical stores and the website.


👥 Users

‣ Retail planners and analysts managing promotion forecasts


🎯 Goals

‣ Eliminate £400K/year spent on outdated tech

‣ Improve forecast accuracy and reduce manual labor

‣ Prevent weekly SKU losses (100–800)

‣ Optimise stock levels to match customer demand


🔍 Research & Collaboration

‣ Conducted interviews and workshops with retail planners

‣ Identified inefficiencies in workflows and legacy tool limitations

‣ Co-created feature priorities with stakeholders based on user needs and ROI


✏️ Design & Testing

‣ Designed wireframes and interactive prototypes

‣ Ran usability tests to validate navigation, data entry, and forecasting logic

‣ Refined designs based on user feedback for clarity and efficiency


🚀 Results

‣ £400K/year saved by retiring the legacy system

‣ Fewer data errors and reduced manual input

‣ Preserved 100-800 SKUs weekly, minimising promotion-related losses

‣ More accurate forecasts, leading to better stock management and customer satisfaction


✅ Impact

This project highlights the value of user-centered design in high-stakes retail systems - delivering cost savings, operational accuracy, and stronger alignment between forecasting and real-world demand.