Blue Yonder Category Management specialists · Space, floor & assortment

Category management, engineered from shelf to strategy.

ShelfMatrix Technologies is a boutique bench of senior Blue Yonder practitioners — formerly JDA — delivering Space Planning, Planogram Automation, Assortment Optimization, and the SaaS migration path retailers and CPGs are moving to next.

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Portfolio brief · CatMan & Space Blue Yonder accredited Retail · CPG · Grocery info@shelfmatrixconsulting.com

120+Yrs combined Blue Yonder / JDA experience

5Senior partners on the bench

40+Retail & CPG engagements

SaaSMigrations & automation experts

About the firm

A senior bench of Blue Yonder practitioners — from planogram to platform.

The people who wrote the automations

Our partners came up inside JDA and now Blue Yonder — leading Space Automation Professional, Planogram Generator, and Assortment Optimization work at retailers and CPGs you already buy from. Engagements are led by the person who will do the work, not resold down a pyramid.

Data-driven decisions, from database to shelf

Before we recommend a change, we look at the data behind it: what's selling, how much space each product earns, how stores cluster, and where inventory is tight. That means every assortment, adjacency, and planogram decision we hand back is backed by real numbers your category managers can take to leadership with confidence.

Ready for the SaaS transition

Blue Yonder's Category Management is moving to an always-on, cloud-native platform. We plan the migration off legacy desktop JDA, refactor your Space Automation routines for the new world, and hand your team a runbook they can operate — long after we're gone.

What we do

Four practices across the Blue Yonder suite.

Space Planning, Floor Planning, CKB, Planogram Generator, and Space Automation Professional — implemented, automated, migrated, and supported.

CKB, Space & Floor Planning implementations

Full-lifecycle delivery of Blue Yonder Category Management — starting with Category Knowledge Base (CKB) design, data modeling, and conversion, then Space Planning and Floor Planning through go-live. We stand up store-specific planograms at scale and align space to assortment, blocking, and inventory targets.

10–16 week engagement

Planogram Automation & SA Pro

Custom Space Automation Professional routines and Planogram Generator rule sets that eliminate repetitive planogram work. We codify your merchandising logic — space-to-sales, adjacencies, capacity — into automations that reduce plan-cycle time from weeks to days.

6–14 week engagement

Assortment Optimization & clustering

Store clustering, assortment optimization, and range planning grounded in real shopper behavior. We build the analytics that quantify SKU performance, right-size local assortments, and produce ranges category managers can defend to their retail partners.

8–12 week engagement

SaaS migration & managed support

Journey to the cloud for Category Management: from on-prem JDA / desktop Space Planning to Blue Yonder's SaaS platform. Includes data migration, integration rewiring, user re-enablement, and ongoing application support so your CatMan process never stops.

3–9 month engagement

The bench

Five partners. One deep specialty.

Every engagement is delivered by the people below — no offshored diligence, no B-team. Each is Blue Yonder accredited, with roots in JDA going back to the origins of Space Automation itself.

“Godfather of Planogram Automation — technical and business Universal Consultant on Space Management.”

Robin Huckabay

Partner · Space Automation & Planogram Generator

A universal consultant across the business and technical sides of Space Management, widely regarded as one of the original architects of planogram automation — three decades of designing, extending, and customizing JDA / Blue Yonder space solutions at scale.

“Twenty-five plus years of implementing JDA / Blue Yonder Category Management systems across major retailers and CPG companies.”

Teresa Goughan

Partner · Technical Consulting

A senior technical consultant with deep expertise across the JDA / Blue Yonder Category Management suite — Space Planning, Space Automation, and large-scale planogram production, with a strong background in data integration and ETL pipelines that keep sales, product, and space data in sync.

“Fifteen-plus years across the JDA / Blue Yonder Category Management ecosystem.”

Philip Newsted

Partner · Category Management Delivery

A long-tenured JDA / Blue Yonder practitioner with deep experience leading Space Planning implementations, version upgrades, and process automation programs — the person clients call when a Category Management engagement needs to land on time and on scope.

“Business intelligence, master data, and IT delivery leadership across major retailers and CPG companies.”

David Stanwick, MBA

Partner · Data & Integration

A senior data and business-intelligence leader whose work sits underneath every Category Management engagement — Category Knowledge Base design, master data management, and reporting frameworks that turn planogram and sales data into decisions category managers can defend.

“Data translator. Retail optimizer. Smarter, faster decisions — powered by Blue Yonder and beyond.”

Kevin L. Maung

Partner · Business Consulting

A senior business consultant across the JDA / Blue Yonder Category Management suite — Assortment Optimization, Planogram Generator, and clustering — with a strong analytics practice building store-item performance reporting that guides space-optimization decisions end to end.

Start a conversation

Tell us about your Category Management challenge.

Whether it's a Space Planning implementation, a Planogram Automation build, or a SaaS migration — every inquiry gets a written response within one business day, from a partner.

We take on a small number of Blue Yonder engagements each quarter. A short note on your current suite, category count, and the outcome you're chasing — a paragraph is plenty — is enough to schedule an introductory call.

Emailinfo@shelfmatrixconsulting.com

Phone+1 (800) SMATRIX

CoverageNorth America · Remote-first

ResponseWithin one business day