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Overview
Challenge
Platform
What Sets Us Apart
Who We Serve
Why Optivos

Overview
Challenge
Platform
What Sets Us Apart
Who We Serve
Why Optivos

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Email

inquiry@heliosz.ai

Phone

+1 (332) 255-6223

Address

951 W. Yamato Road, Suite 295 Boca Raton, FL 33431

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Core Marketing & Commercial Intelligence Capabilities

AI-Powered Taxonomy for POES: Sorts Paid, Owned, Earned, and Shared media into one consistent structure that supports large-scale reporting.
Marketing Effectiveness Measurement: Calculates the return generated by every marketing activity, covering traditional and digital channels, through standardized models.
TCIO (Total Commercial Impact Optimization): Ties together marketing, trade, and revenue elements to reveal complete commercial results.
Scenario Simulation & Budget Optimization: Tests alternative budget allocations to direct spending toward the highest-return activities.
Conversational Insights via Agentic AI: Allows users to request ROI details, trade-off analysis, or forecast support in everyday language and receive clear answers at once.

Business Value You’ll Actually See

25

-

35

%

rise in marketing return on investment

20

-

30

%

improved coordination between marketing and revenue groups

30

-

40

%

sharper view of genuine incremental revenue

More precise planning

of future strategy options

Core OneData Capabilities

Multi-source ingestion: Smoothly links ERP, CRM, POS, syndicated, eRetail, and financial information into one system.
Smart Taxonomy & Semantic Mapping: Creates uniform naming for products, channels, regions, and campaigns across all brands and markets.
Visual Dashboards: Offers ready-made and adjustable dashboards that display KPIs, data quality, and trends.
Agentic AI – “Talk to My Data”: Lets users pose questions in everyday language and receive immediate answers without relying on SQL or BI tools.
Governance & Control: Provides role-based access rights, data lineage tracking, and audit records that support secure company-wide use.

Business Value You’ll Actually See

60

%

drop in manual data matching work

40

-

50

%

quicker decision-making cycles

100

%

uniform KPIs across every function

Greater confidence

in each business choice

Core Pricing & Revenue Intelligence Capabilities

Price-pack architecture optimization (sizes, bundles, formats): Adjust product sizes, formats, and bundles so they better fit buyer needs and raise revenue potential.
Margin driver and elasticity modeling: Apply net revenue waterfalls to pinpoint major margin influences and reveal chances to lift profits.
Trade ROI and profitability visibility: Draw on market information to benchmark prices versus rivals and reinforce competitive stance.
Strategy simulation for pack and price combinations: Establish defined pricing and promotion limits that protect profits while supporting expansion.

Business Value You'll Actually See

20

-

25

%

gain in gross margin

30

%

cut in wasteful trade spending

15

-

22

%

rise in revenue capture

Clearer view of pricing elasticity

across every channel

Core Product & Distribution Intelligence Capabilities

SKU Rationalization: Pinpoint products that underperform so portfolios can be simplified, costs lowered, and category expansion increased.
Distribution Gap Analysis: Detect uncovered opportunities in various channels and geographies to widen reach and grow market presence.
Launch Success Playbooks: Use insight-based approaches that speed up product uptake, strengthen execution, and raise returns on new introductions.
Cannibalization vs. Incrementality: Accurately assess product effects to separate genuine expansion from internal sales movement.

Business Value You’ll Actually See

18

-

25

%

rise in portfolio profitability

30

-

40

%

drop in underperforming SKUs

20

-

35

%

stronger distribution reach across markets

Clear tracking

of genuine incremental growth

Core Digital Commerce Intelligence Capabilities

Retail Media ROI Analytics: Assess and refine the results of retail media spending through precise, insight-based return measures.
Share of Search Tracking: Follow your brand’s presence and ranking versus rivals in search results to seize market openings.
Content Compliance Audits: Confirm that product titles, images, and details follow platform rules using automated verification.
Ratings & Reviews Monitoring: Follow customer feedback patterns to detect trends, enhance experience, and build stronger brand trust.

Business Value You’ll Actually See

35

%

rise in retail media return on investment

15

-

28

%

growth in online conversion rates

Up to 50%

quicker resolution of digital shelf problems

Improved search presence

and customer sentiment

Core Forecasting & Operational Planning Capabilities

Rolling Demand Forecasts: Deliver precise estimates for shipments, POS, and syndicated information to support effective planning across every channel.
S&OP Alignment Dashboards: Display and synchronize sales, operations, and planning figures in real time to support stronger decisions.
Deployment Planning by Region & Channel: Carefully distribute resources and stock across locations and channels to raise overall efficiency.
Capacity & Material Risk Alerts: Provide early warnings about production limits and material issues to avoid interruptions.

Business Value You’ll Actually See

30

%

rise in forecast accuracy

40

-

60

%

drop in stockouts and excess inventory

30

-

50

%

quicker reaction to shifting market demand

Closer coordination

between commercial and operations teams

Core Pricing & Promotion Intelligence Capabilities

Data Ingestion Across Channels: Collects spending and result figures from media, trade, sales, and category sources.
Granular Elasticity Curves: Delivers elasticity details at SKU, pack, and retailer levels for accurate demand understanding.
Trade Promotion ROI: Calculates the return from retailer promotions to raise the efficiency of trade investment.
Consumer Promotion ROI: Assesses the return from shopper promotions to confirm campaigns deliver strong impact.
Smart Discount Guardrails: Sets ideal discount levels and methods that safeguard profit margins.

Business Value You’ll Actually See

25

-

35

%

rise in promotion return on investment

20

-

30

%

drop in promotion leakage

15

-

22

%

gain in pricing effectiveness

Improved balance

between volume growth and profit margins

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