RetailOCD Research

By | August 16, 2026
retailocd research

Founding Resource Release — Free Through NRF 2027

To mark the launch of the RetailOCD Executive Resources library, the first three publications are available at no cost through January 12, 2027.  To download your copy please visit https://keefner3.gumroad.com/

These are complete executive resources—not samples or excerpts. Each is designed to help retail, operations, technology, customer-experience, payments, and solution-provider leaders frame better questions before committing to a store-technology initiative.

Download them, use them internally, and share them with colleagues who are responsible for store modernization, self-checkout, customer journeys, or technology investment decisions.

New resources will be added over time. Some future tools, workbooks, and editable planning systems may be offered as paid products.

1. The Intelligent Store Endpoint

The Intelligent Store Endpoint

A practical executive framework for deciding where store technology should create intelligence, value, and operational resilience.

Retail technology investment is often evaluated device by device: kiosk, POS, self-checkout, digital signage, handheld, camera, payment terminal, or edge platform. That approach can obscure the harder question: what should each endpoint enable for customers, associates, operations, and the enterprise?

The Intelligent Store Endpoint provides an executive framework for prioritizing customer- and associate-facing endpoints, defining the intelligence they should provide, and assessing scale, lifecycle, and portfolio value.

Use this briefing to:

  • Clarify the role of store endpoints beyond hardware specifications.

  • Identify where intelligence, workflow, data, and human support should meet.

  • Test whether a proposed investment can scale, operate, and evolve.

  • Align technology, operations, CX, and partner discussions around a shared decision framework.

Who it is for: retail strategy, store technology, operations, CX, hardware, edge, infrastructure, and platform leaders.

Download the complete executive briefing and investment scorecard.

2. The Last 10 Feet of Retail

The Last 10 Feet of Retail: 2027 Opportunity Map

Where checkout, payment, loyalty, returns, service, identity, and AI meet the final customer decision.

The highest-consequence moment in many retail journeys is not the aisle, app, or campaign. It is the final few feet before the customer completes, changes, abandons, or questions a transaction.

The Last 10 Feet of Retail: 2027 Opportunity Map maps the convergence of checkout, payment, loyalty, returns, service, identity, and AI at that point of customer commitment. It is intended to help leaders identify opportunities without losing sight of customer trust, operating reality, and execution risk.

Use this briefing to:

  • See checkout and self-service as part of a larger customer-commitment system.

  • Identify opportunities and friction across payment, loyalty, returns, service, and identity.

  • Frame cross-functional conversations among CX, operations, IT, digital, and payments teams.

  • Prepare for store-modernization and customer-experience priorities heading into 2027.

Who it is for: retail executives, CX, store operations, digital, payments, loyalty, IT, and self-service leaders.

Download the complete executive briefing and readiness scorecard.

3. Self-Checkout Executive Readiness Scorecard

Self-Checkout Executive Readiness Scorecard

A decision tool for determining whether self-checkout is ready for pilot, redesign, scale, or reconsideration.

Self-checkout is not a simple hardware deployment. Its outcome depends on customer fit, store operations, labor design, loss and asset protection, payments, usability, data, technology support, and local execution.

This 30-statement executive scorecard helps teams assess whether they are ready to move forward with a self-checkout pilot or scaling decision—and where unanswered operating questions remain.

Use this scorecard to:

  • Establish a shared cross-functional view of self-checkout readiness.

  • Surface assumptions before a pilot or major capital decision.

  • Separate customer inconvenience from loss, labor, technology, and process risks.

  • Create a stronger basis for retailer/provider conversations.

Who it is for: store operations, CX, IT, finance, labor, asset protection, self-checkout teams, and retail-technology partners.

Download the complete executive scorecard.

The catalog identifies these titles as the strongest free entry points: The Intelligent Store Endpoint bridges retailer and vendor audiences; The Last 10 Feet of Retail is the broad C-suite flagship; and the Self-Checkout scorecard gives users a concrete decision framework.

Resources

Author: Retail Systems

Craig Allen Keefner is an influential figure in the self-service technology industry, best known for his leadership in kiosks, digital signage, and retail automation. Based in Denver, Colorado, Keefner has managed the Kiosk Industry Group (Kiosk Manufacturer Association) since 2014, supporting self-service professionals and overseeing projects in kiosks, point-of-sale systems, thin client technology, and related fields.​ Over his career, Keefner has served in various executive and managerial roles—including as owner and CEO of pioneering kiosk and retail tech companies, as well as managing key industry websites such as comp.infosystems.kiosks, kiosks.org, kioskindustry.org and thinclient.org. His experience also includes significant contributions to the deployment and advancement of interactive technology in healthcare, retail, and smart cities.​ Often recognized as “Mr. Kiosk,” he is noted for his expertise, industry advocacy, and innovation in digital self-service solutions