E

The Emami Trade Promotions Intelligence Framework

Emami to unlock Untapped Potential

Emami holds a dominant position in multiple high-growth categories. The Emami TP Intelligence Framework is designed to leverage this market leadership into smarter, more profitable growth.

Navratna

Cool Oil & Talc

66.4%

Seasonality: Summer, High Heat Periods

Target: Broad (Rural & Urban)

BoroPlus

Antiseptic Cream & Lotion

74.1%

Seasonality: Winter, Dry Seasons

Target: Broad (Family-oriented)

Zandu & Mentho+

Pain Relief Balms

54.9%

Seasonality: Winter, Cold/Flu Season

Target: Broad (Rural & Urban)

Kesh King

Ayurvedic Hair Care

26.6%

Seasonality: Year-round

Target: Hairfall-conscious consumers

Fair and Handsome

Men's Fairness Cream

65.3%

Seasonality: Year-round, Pre-festive

Target: Men (Urban & Rural)

Dermicool

Prickly Heat Powder

Leading Brand

Seasonality: Summer

Target: Broad (Urban & Rural)

Why a ₹400 Crore Spend Can Deliver Suboptimal ROI?

The Challenge

Emami's annual trade promotion spend of ~₹400 Crores is a significant growth lever, but the current ecosystem lacks the required depth of visibility and data-driven decision-making. The result is suboptimal ROI, potential channel conflict, and an inability to proactively plan promotions based on predictive insights.

Expected Business Outcome

A conservative 5-10% improvement in promotion effectiveness, translating to ₹20-40 Crores in either direct savings or reinvested for incremental growth, alongside improved forecast accuracy and transforming spend from a "cost of doing business" into a precision-guided growth engine.

The Intelligent TPO Platform Solution

We propose an end-to-end solution that moves Emami from reactive analysis to predictive and prescriptive optimization. This is not a dashboarding project; it is an AI-powered decision-making system. It will enable Emami to:

  • See the Past: Unified visibility into performance.
  • Understand the Present: Monitor promotions in real-time.
  • Predict the Future: Simulate "what-if" scenarios.
  • Prescribe the Best Action: AI-driven recommendations.

Cyclical Trade Promotions Process

A superior process generates higher quality data, which in turn fuels more accurate analytics and leads to smarter, more profitable decisions. As Emami develops confidence in the Tech and Business Consulting capabilities of Searce, we would be excite to automate a lot of this process.

Emami Trade
Promotions Cycle

Key Stakeholders and Their Roles

Successful transformation requires seamless collaboration. Here’s how key roles interact with the TPO system across the promotion lifecycle.

Diversity & Scale make Trade Promotions complex

Emami's success hinges on managing a fundamental dichotomy: driving seasonal peaks for its high-margin "Power Brands" while nurturing consistent growth for its year-round brands. This requires a differentiated approach for the vast General Trade and the fast-growing Modern Trade channels.

Framing the Promotions Calendar as per the AOP

Timing is everything. Emami's promotions are meticulously aligned with seasonal demand and cultural events.

Planning, Building and Operationalizing

Emami can break down the long journey at multiple points to ensure the direction and pace is right. While planning, its important to have the Trade Promotion Management be the 1st goal and Optimizations later. The same would apply during the Development cycle that Data Foundations are step 1, followed by more rigorous analysis, followed by more creative automations. In terms of Maturity, this would lead to Level 1 to Level 4.

Trade Promotion Management

  • Planning & Budgeting: Hierarchical financial planning with real-time budget tracking.
  • Promotion Calendar & Execution: Visual planning with configurable tactics and automated approval workflows.
  • Claims & Deduction Management: AI-powered claims matching and dispute resolution to reduce revenue leakage.
  • Reporting & Analytics: Dashboards visualizing KPIs like Sales Lift and ROI with drill-down capabilities.

Trade Promotion Optimization

  • Predictive Forecasting: AI engine predicts baseline sales and incremental uplift for promotions.
  • Simulation Sandbox: "What-if" environment to model and compare scenarios, optimizing plans before launch.
  • Analytical AI Agent: A key differentiator using a conversational interface (NLP) to analyze data and provide answers, democratizing data analysis for all users.

1. Data Foundation

Single Source of Truth

What actually happened?

2. Diagnostic & Predictive AI

The Brains of the Operation

Why & What will happen?

3. Simulation Engine

The Planner's Cockpit

What if we try this?

4. Execution & Performance

Closing the Loop

What is the best action?

Top 50 Questions Beyond the "What actually happened?"

Unlocking the true effectiveness of trade promotions requires moving beyond simple sales tracking. Here are the critical questions leading FMCG brands are asking, and how AI provides the answers.

Baseline & Incrementality

Promotion Mechanics & ROI

Channel & Customer Dynamics

Supply Chain & Operations

Competitive & Market Factors

Long-Term Brand Health

What does it take to be able to answer such questions?

This solution is "more than mere dashboards" because of these specific, interconnected components that drive from data to decision.

Demand Forecasting & Baseline Generation

Creates a robust baseline, accounting for seasonality, holidays, and trends.

What It Is:

This model predicts the sales of a product in a specific region and channel as if no promotion were running. This predicted sales figure is the "baseline." It is the most fundamental building block of TPO.

Why It's Critical:

Without an accurate baseline, it's impossible to measure the true success of a promotion. The incremental lift is calculated as: Actual Sales - Predicted Baseline Sales. A poor baseline leads to an incorrect ROI.

Practical Example for Emami:

The model predicts that, without any promotion, Emami would sell 100,000 units of Navratna Cool Talc in North India in May. This 100,000-unit figure is the benchmark. If Emami runs a promo and sells 130,000 units, the true incremental lift is 30,000 units.

Causal Uplift Modeling

Isolates the true impact of the promotion from other confounding factors.

What It Is:

This model isolates the causal impact of the promotion itself, filtering out the "noise" from other simultaneous events (like an advertising campaign or a heatwave). It answers: "How many extra units did we sell because of this specific promotion and for no other reason?"

Why It's Critical:

Correlation is not causation. This model prevents misallocating budget to ineffective promotions that were just "lucky" to run during a period of high natural demand.

Practical Example for Emami:

Emami runs a BOGO offer on Kesh King in Maharashtra while also running a national TV ad. The model determines that sales increased by 25%, but concludes that the TV ad was responsible for a 10% lift, and the BOGO offer was causally responsible for the remaining 15% lift.

Price Elasticity Modeling

Understands how consumers react to price changes for different SKUs.

What It Is:

This model quantifies how sensitive consumer demand is to changes in price for a specific product, in a specific channel.

Why It's Critical:

This is the key to optimizing discount depth. It helps Emami avoid offering a 30% discount when a 15% discount would have achieved 90% of the same volume lift, thus saving margin.

Practical Example for Emami:

For Zandu Pancharishta, the model finds an elasticity of -1.8. This tells the planner that a 10% price reduction is predicted to increase sales volume by 18%. They can now simulate the P&L to find the optimal discount.

Cannibalization Modeling

Predicts the impact of a promotion on a "basket" of related products.

What It Is:

This model measures the "side effects" of a promotion, such as how promoting one product decreases sales of other products in the portfolio.

Why It's Critical:

It ensures a holistic, portfolio-level view of profitability. A promotion on a single SKU might look successful on its own, but if it decimated the sales of a higher-margin product, the company as a whole lost money.

Practical Example for Emami:

A 25% discount on large BoroPlus cream might increase its sales by 50,000 units but decrease sales of the smaller BoroPlus cream by 15,000 units. The final ROI calculation must sum the profit/loss from all these effects.

The Trade Promotion System

A fully custom-built system designed to integrate seamlessly with Emami's core SAP and DMS platforms. This provides an unparalleled, end-to-end view of the promotion lifecycle, transforming siloed data into a strategic asset for predictive planning and profitable growth.

Dashboard

Sales Head

Financial Settlement & Reconciliation

Deductions & Claims Funnel

Accrual Management

Total Accrued

₹1.25 Cr

Forecasted for Month

₹0.45 Cr

Actualized this Month

₹0.80 Cr

Pending Reversal

₹0.15 Cr

Post-Event Analysis (PEA): BoroPlus BOGO

A deep dive into the true drivers of promotion performance.

True ROI: 15.2%

Calculated based on incremental volume only for accurate profitability.

Simulation & Forecasting

"What-If" Promotion Simulator

Predicted P&L

Incremental Lift

0 units

Promotion Cost

₹0

Predicted ROI

0.0%

Prescriptive Recommendation

Optimal Calendar Generated

To maximize annual profit for D-Mart, our engine suggests replacing the Q4 20% TPR with a 'Display + 10% TPR' combo.

  • Predicted Profit Increase: +₹12.5 Lakhs
  • Volume increase of +8% within budget.

Scenario Comparison: Maximum Volume vs. Maximum Profit

Intelligent TPO Assistant

Ask any question, simulate scenarios, and get AI-powered recommendations in seconds. This is your interactive growth engine.

Modes

Data Sources

Daily SAP Sales Reports

DMS Promo Campaigns

SAP Promo Campaigns

Behind the Scenes: How the Engine Works

"Example: what would our sales have been for Navratna Oil in North India if we had run no promotion at all?"

The Granular Foundation

To build a reliable baseline, we move beyond aggregated reports to create a "single source of truth" by combining granular, time-series data from your core systems.

From SAP ERP:

Master data (Product/Customer Hierarchies) and transactional data (Primary Sales, Pricing, Promotions).

From DMS:

★ Critical Secondary Sales data (distributor to retail) and stock statements.

Supplementary Data:

POS data, public holidays, festivals, and even weather data.

Traditional vs. AI-Powered View

Traditional (Aggregated)

North

AI-Powered (Granular)

Traditional views hide risk. The AI view reveals the ground reality across hundreds of districts.

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120k
80k
40k
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From Statistics to Machine Learning

A simple average is highly inaccurate. We use advanced models to analyze the data and create a reliable baseline. Use the controls to see how the AI builds this baseline from different components.

This is the key differentiator. A traditional dashboard can't create this baseline, making it impossible to calculate true incremental lift and ROI.

Presentation to Management: The Interactive Dashboard

We translate complex models into clear, actionable insights through a suite of interactive dashboards, turning data science into a tool for exploration and decision-making.

1. The Baseline vs. Actuals View

A powerful time-series chart where the visual gap between actual sales (solid) and the AI baseline (dotted) instantly represents the total volume sold on promotion.

2. Decomposing the "Why"

This dashboard builds trust by making the model transparent, showing the different components used to build the baseline: trend, seasonality, and holiday impact.

3. Quantifying the Uplift

★ The final step. This focuses on the financial outcome, providing the clean, fact-based input needed for accurate ROI calculations.

The Army of Custom-Designed AI Agents 🤖

In the past, we had Human Analysts spending hours and even days to process data to draw insights. With new Agentic AI approaches, it is possible to have Specialist AI Agents work in tandem to perform complex tasks that require - reasoning, planning, execution, edge cases handling, coordination and more.

👤

User Query

"Analyze the ROI of the 'Monsoon Bonanza' promotion."

🧠

Root Agent

Interprets intent and delegates tasks to the Core Agents Layer

The Core Agent Layer

Agent Toolkit

Core Agents use these specialized tools to execute tasks. Click a tool to see details.

🔍

Tool: Database Agent (NL2SQL)

Translates natural language into SQL queries.

This tool bridges the gap between human language and structured databases. A Core Agent (like a Business Analyst Agent) uses this tool to convert a user's question into the correct SQL code to get an answer from Emami's DMS platform.

Input Prompt: "What was the sales uplift and trade spend for the 'Navratna Cool Talc' promotion in Uttar Pradesh?"

-- Tool translates the prompt into the following SQL
SELECT
    p.brand,
    SUM(s.trade_spend)         AS total_spend,
    AVG(s.sales_uplift_percentage) AS avg_uplift
FROM 
    promotions s
JOIN 
    products p ON s.product_id = p.id
JOIN 
    regions r ON s.region_id = r.id
WHERE 
    p.brand = 'Navratna Cool Talc' AND r.state = 'Uttar Pradesh'
GROUP BY 
    p.brand;

Result from DMS:

[
  { 
    "brand": "Navratna Cool Talc", 
    "total_spend": 4500000, 
    "avg_uplift": 15.7 
  }
]
📈

Tool: Visualization Agent

Generates specifications for interactive charts.

A Core Agent uses this tool to take structured data and transform it into a visual format. It generates precise instructions (often in JSON) that a front-end library (like Plotly) can use to render an interactive chart for a TPO dashboard.

Input Data: (JSON for multiple promotions)

// Tool generates a Plotly JSON specification
function create_roi_chart(data) {
    const brands = data.map(item => item.brand);
    const uplifts = data.map(item => item.avg_uplift);
    
    return {
        "data": [{
            "x": brands, 
            "y": uplifts, 
            "type": "bar", 
            "marker": {"color": "#2dd4bf"}
        }],
        "layout": {
            "title": "Average Sales Uplift % by Brand", 
            "paper_bgcolor": "#1e293b", 
            "plot_bgcolor": "#1e293b", 
            "font": { "color": "#cbd5e1" }
        }
    }
}

Rendered Chart:

Average Sales Uplift % by Brand

20%10%0%NavratnaBoroPlusZandu Balm
📄

Tool: Report Generation Agent

Synthesizes insights into structured reports.

This tool takes all the gathered data and visualizations and combines them into a human-readable summary. A Core Agent would use this as the final step to present findings back to the user.

Generated Report Snippet:

Promotion Analysis: 'Navratna Cool Talc' in Uttar Pradesh

The promotion for Navratna Cool Talc in Uttar Pradesh resulted in an average sales uplift of 15.7% against a total trade spend of ₹45,00,000.

Recommendation: The ROI on this promotion is strong. Consider reallocating budget from lower-performing promotions to replicate this campaign in adjacent regions during the next planning cycle.

💡

System Generated Response

Delivers a complete, business-savvy insight to the user.

12-Month AI-Powered TPO Transformation Program

An interactive timeline of key deliverables and business outcomes.

Sun
Mon
Tue
Wed
Thu
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Sat

Risks & Concerns Mitigation

Implementing a comprehensive TPM/TPO system is a significant undertaking. Here are key risks and how to proactively address them to ensure project success.

Data Quality & Integration

+

Inaccurate or siloed data can cripple the effectiveness of any TPM/TPO system. Without clean, harmonized data from disparate sources (ERP, sales, finance, CRM), the system cannot provide accurate insights or reliable forecasts.

Mitigation:

  • Pre-implementation Data Audit: Conduct a thorough assessment of existing data sources, quality, and gaps.
  • Phased Integration Strategy: Prioritize critical data integrations first, then expand incrementally.
  • Data Governance Framework: Establish clear roles, responsibilities, and processes for data collection, cleaning, and maintenance.
  • Automated Data Pipelines: Invest in robust ETL tools to automate data flow and minimize manual errors.
  • Master Data Management (MDM): Implement MDM solutions for consistent product, customer, and account hierarchies.

Complexity & Scope Creep

+

The vast functionalities of TPM/TPO systems can lead to an overly complex project. Without strict management, this results in scope creep, missed deadlines, and budget overruns.

Mitigation:

  • Phased Implementation: Adopt an agile, phased approach, starting with a Minimum Viable Product (MVP) and iterating.
  • Clear Project Charter: Define and agree upon project scope, objectives, and success metrics from the outset.
  • Rigorous Change Control: Implement a formal process for evaluating and approving any changes to the scope.
  • Prioritization Framework: Focus on features that deliver the highest business value first.

Change Management

+

A new TPM/TPO system represents a major shift in process for sales, marketing, and finance. Resistance to new workflows and data-driven decision-making can severely limit user adoption.

Mitigation:

  • Executive Sponsorship: Secure visible, active support from senior leadership to champion the change.
  • Cross-Functional Team: Involve key users from all affected departments in the design and implementation process.
  • Clear Communication Plan: Articulate the benefits ("what's in it for me?") for each user group.
  • Comprehensive Training: Provide role-based training and ongoing support to build user confidence and proficiency.

Model Accuracy & Trust

+

The success of TPO hinges on the reliability of its predictive models. If users don't trust the forecasts or recommendations, they will revert to old methods, making the investment worthless.

Mitigation:

  • Pilot & Validate: Run pilot programs to test and refine models with real-world data before a full rollout.
  • Transparent Methodology: Demystify the models by explaining their inputs and logic in business-friendly terms.
  • Continuous Back-Testing: Regularly compare model predictions against actual outcomes to demonstrate and improve accuracy.
  • Involve Business Users: Incorporate user feedback and domain expertise to fine-tune model constraints.

Codifying Business Rules

+

Effective planning and optimization rely on well-defined business rules. If these rules are informal, inconsistent, or poorly defined, the system will produce unfeasible or suboptimal recommendations.

Mitigation:

  • Stakeholder Workshops: Conduct dedicated sessions to formally document, review, and harmonize business rules.
  • Centralized Rule Repository: Create a single, accessible source for all trade-related rules and constraints.
  • Configure, Don't Code: Use the system's configuration tools to implement rules, allowing for easier updates.
  • Regular Review Cadence: Establish a process to periodically review and adapt rules to changing market conditions.

Resource & Skill Gaps

+

A large-scale TPM/TPO implementation demands significant time from internal experts and requires new skills. Without dedicated resources and a plan to upskill teams, the project can stall and fail to realize its full value.

Mitigation:

  • Dedicated Project Team: Assign a core team of business and IT professionals with protected time.
  • Skills Gap Analysis: Assess current team capabilities against future needs in data analysis and strategic planning.
  • Targeted Upskilling: Develop and deploy training programs to build the necessary competencies.
  • Center of Excellence (CoE): Consider establishing a CoE to foster best practices and provide ongoing support.

The Path Forward: Strategic Options

To achieve ambitious goals for timelines, cost, and quality while mitigating risks, Emami has three primary strategic options for its TPM/TPO platform.

Buy a Full Suite

+

Procure an end-to-end solution from a single vendor (e.g., SAP, Wipro, SAP Partner) covering the entire trade promotion lifecycle.

Core Strengths:

  • Robust workflow management
  • Strong financial controls & audit trails
  • Deep integration with core ERP

Potential Gaps:

  • Generic AI/ML models lack tailoring
  • Less flexibility for unique market dynamics

Buy Best-of-Breed AI

+

Acquire a specialized platform focused on advanced analytics and AI-driven optimization for TPO.

Core Strengths:

  • State-of-the-art AI/ML capabilities
  • High usability for planners
  • Cloud-native agility and speed

Potential Gaps:

  • Lacks deep financial settlement features
  • May require separate system for TPM
Recommended

Hybrid: Build the Brain

Combine the strengths of a proven platform for operations with a custom-built, proprietary AI layer for a unique competitive advantage.

Develop the "Body":

Quickly build a standardized TPM platform for workflow, claims, and financial management.

Design the "Brain":

Configure a custom AI/ML intelligence layer for predictive forecasting and prescriptive optimization, tailored to Emami's specific business needs.

Why Searce: Your Strategic Partner

Searce is uniquely positioned to deliver a superior TPM+TPO solution by integrating deep domain expertise with cutting-edge technology and a collaborative, partnership-driven approach.

Deep CPG & Retail Domain Expertise

Crucial for designing a bespoke "Intelligence Layer" that addresses Emami's unique product portfolio, distribution channels, and market dynamics.

AI-Augmented Software Development

Building "Project Catalyst," a cloud-native, AI-powered platform with custom interfaces like a Planner's Workbench to deliver innovative business solutions.

Deep Machine Learning Experience

Deploying advanced models for demand forecasting, causal uplift, and optimization, with a focus on Model Explainability (XAI) to build trust.

Enterprise System Integration

Where possible; seamless, two-way API-led integration with SAP S/4HANA to automate workflows, eliminate manual entry, and ensure financial compliance.

Cloud Native Elasticity & Resilience

Leveraging secure Public Cloud to build a scalable, agile, and cost-effective architecture that provides the computational power needed for advanced AI.

End to End Dat and BI Operational Services

Building a robust Data Foundation to create a "single source of truth" and leveraging tools like Tableau for executive dashboards and post-event analysis.

Extensive Location Analytics

Enabling high-impact use cases like advanced beat optimization, rural demand sensing, and hyperlocal forecasting crucial for Emami's distribution network.

Consulting & E2E Program Management

Fostering a collaborative partnership through deep-dive workshops, robust change management, and a phased, pilot-based rollout to mitigate risk and deliver value quickly.

ML Depth at Searce

Both Python and R are powerful for data science. However, Python's versatility, extensive libraries (Pandas, Scikit-learn, PyMC-Marketing), and large talent pool make it the strategic choice for building scalable, enterprise-wide analytics solutions.

Searce's Recommended Approach: Python

We leverage Python for its robust, production-ready ecosystem. This ensures that the models built for TPO are not just analytical exercises but are scalable, maintainable, and can be integrated into broader business applications, maximizing long-term value.

Measuring Success: The Effectiveness Gap

How is success measured? There's a significant gap between the current, sell-in focused approach and an ideal, data-driven TPO vision. Toggle between the two to see how KPIs and ROI calculations change, revealing the risk of "Watermelon KPIs" (green on the outside, red on the inside).

Current State Ideal State (TPO)

The Competitive Arena

Emami doesn't operate in a vacuum. Industry leaders like HUL, ITC, and Marico have set high benchmarks with technology-driven distribution and engagement platforms. The chart below visualizes the competitive gap across key capabilities with some "representative" data, nnot factual.

Stitching Emami Core Values with Business Priorities using AI

To secure future growth, Searce is invested in helping Emami transition from a reactive to a proactive, ROI-centric framework. The following recommendations outline the path to building a future-ready Trade Promotion Optimization capability.