Process & deliverables

The process for evaluation will include the following steps:

  • Gather and categorize the processing requirements for Sponsor across its operating footprint
  • Anticipate additional needs based on the rewards strategy evolution to complement existing requirements
  • Compare the requirements set to the leading loyalty processing platforms and document a short list of available solutions that most closely map to the requirements set
  • Document gaps between requirements and market offerings for inclusion in RFP document
  • Recommend three or more providers meeting requirements based on evaluation criteria
  • Conduct product demonstrations with candidate providers, review product documentation and support and service level agreements
  • Complete scoring matrix to evaluate candidates and deliver a recommendation of the top 1-2 suppliers, more if needed
  • Prepare Request for Proposal document as needed to solicit provider proposals
  • Identify short-list of suitable vendors, prepare scenarios for Proof of Concept process and meet with selected vendors to review POC response.
  • Determine Proof of Technology requirements in conjunction with relevant Client departments e.g. Contact Centre, Fulfilment House etc.
  • Review responses, score and recommend preferred solution
  • Project Management assistance is available upon request to ensure implementation and configuration of selected provider solution is completed as agreed and to meet Client requirements