OneStreet Digital

Intuit is a US based software company leading its industry in the development of financial and tax preparation solutions for businesses and individuals.

The Challenge

Intuit USA was hindered by difficulties in manually running their loyalty and fulfillment programs internally. The laborious process of issuing American Express cheques to compensate participants dramatically increased running costs and posed a variety of issues. OneStreet Digital was engaged to help solve this challenge and the key issues:

1. Accounts payable had limited information on true reconciliation.
2. The process was manual and involved too many employees.
3. No consistency of fulfillment.
4. Fraud.

The Solution

OneStreet Digital, in collaboration with Berkeley Payment Solutions Inc. customized a user-friendly digital platform facilitating VISA card transactions for Intuit’s loyalty programs. As a result of this partnership, the manual data-entry process was drastically streamlined, allowing automated reporting for accurate and timely reconciliation of their programs.

Results

1. All program activity was systematically monitored and logged, enabling reconciliation data to be conveniently requested by authorized Intuit personnel.
2. We strategically developed a platform, which equipped Intuit personnel with the ability to maintain full and independent ownership of the loyalty program. Consequently, manual entry was decreased significantly leading to fulfilled employees dedicating more time to other value added projects.
3. The VISA debit card program enabled Intuit to outsource the fulfillment of payment to Berkeley, specialists in this area. Consistency issues were solved by enforcing new processes which greatly reduced the compensation lead-time to between 5 - 7 business days.
4. By managing the program online and hard-coding the procedures, security was improved therefore reducing the risk of fraud.

By incorporating VISA debit cards into a secure digital platform each of Intuit's key issues were solved, promoting immediate and long-term benefits. It increased participation, extended the Intuit brand, allowed program compliancy, absolved a requirement for inventory, and most importantly equipped Intuit with the tools and scope to extend the programs to future business units.