Work / 06 Top 3 global hardware companies

One of the world’s top three hardware companies ran its channel loyalty programme across disconnected tools. We built an admin dashboard that brings analytics, promotions, distributors, rewards, invoice checks and campaigns into one place.

Client
Top 3 global hardware companies
Engagement
6 months
Delivered
2024

ServicesApplied AI ApplicationsAnalytics

outcomesummaryClient name withheld
  • Time to launch a promotion−60%
  • Invoices validated per administrator hour3×
  • Reports built by hand each month12 to 0

The brief

What they came to us with.

The programme rewarded distributors and partners for sales, but each part of it lived somewhere different: promotions in one tool, invoices in another, communication through ad-hoc messages.

The company wanted its programme team to see performance, launch a promotion, check an invoice and message participants from one dashboard, with each person seeing only what their role allows.

Constraints

  • Role-based access for every user
  • Invoices validated before points are awarded
  • Campaigns by SMS, WhatsApp and email
  • Look and feel configurable for each market

Before and after

What actually changed.

From a programme held together by tools to one run from one place.

what changedbefore
Visibility
Reports built by hand
Numbers differing by tool
Promotions
Set up through several tools
Days to launch one
Invoices
Checked line by line by an administrator
Delays in awarding points
Communication
Messages sent one channel at a time
No record of who was reached
The programme team spent its time moving data between tools.

What we did

What the dashboard does.

  1. 01

    Give each role the right view

    The dashboard groups the programme into modules: analytics, promotions, distributors, rewards, invoices and campaigns. Role-based access shows each person only the modules their job needs.

    AnalyticsDistributor managementInvoice validationPromotion managementReward managementCampaignsSMS, WhatsApp, emailAdmin dashboardrole-based access
    Fig. 1  The modules of the dashboardDiagram
  2. 02

    Check the invoice before the points

    Points are only awarded after an invoice has been validated against the programme’s rules. Clean invoices pass straight through, and exceptions go to an administrator with the reason attached.

    SubmitValidateAwardRedeemInvoice uploadedby a distributorAutomatic checksrules, duplicates, amountsAdministrator reviewexceptions onlyPoints creditedReward catalogue
    Fig. 2  From invoice to rewardDiagram
  3. 03

    See the programme at a glance

    The overview screen shows points issued, active distributors and pending invoices, with the promotions running now. A theme setting changes colours and branding for each market without touching code.

    Programme overviewPoints issued2.4M+12% this monthActive distributors1,280Invoices to review37Points issued per weekRunning promotionsSpring bundleLivePartner tierLiveClearanceEnds soonSMSWhatsAppEmailSchedule campaignAccess Each role sees only the modules it needs
    Fig. 3  The overview screen, simplifiedDiagram

How it ran

How the work was paced.

Modules shipped in order of the pain they removed.

Discovery and design

Map the programme’s roles, rules and screens.

Design

Core modules

Distributors, promotions, rewards, analytics.

Core

Invoices and campaigns

Invoice validation, SMS, WhatsApp and email campaigns.

Invoices

Theming and rollout

Per-market themes, access roles, training.

Roll-out
Durations are in weeks
Wk 06121824

Outcome

What it changed.

Compared with how the programme ran before the dashboard.

Time to launch a promotion

−60%

Before5 daysAfter2 days

How measured: Average time from approval of a promotion to it going live for distributors.

Invoices validated per administrator hour

3×

BeforeBaselineAfter3× baseline

How measured: Invoices cleared per administrator hour before and after automatic checks.

Reports built by hand each month

12 to 0

Before12After0

How measured: Recurring monthly reports now produced by the dashboard.

Built with

  • ReactWeb interfaces
  • Node.jsServices and APIs

What we would tell the next team

  • Automatic checks for the easy invoices freed administrators to look properly at the hard ones.
  • Role-based views mattered more than extra features, because most users needed three screens.
  • Per-market themes were cheap to build early and expensive to retrofit.


Contact

Book a free 15-minute call to talk through what you are working on.

How we connect

  1. 01Book a short call

    Choose a time that works for you on our calendar.

  2. 02Discovery call

    A short call to understand the problem, the people and the constraints.

  3. 03Final scope and kickoff

    We send a clear scope and cost. Once you agree, we start.

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