Context: Managing hundreds of affiliate partners and enterprise clients through spreadsheets and manual processes. No unified view of partner performance, referral attribution, or commission calculations.
Outcome: Centralized multi-tenant portal with real-time dashboards, automated partner onboarding, and self-service reporting.
- Partner Onboarding: Before 2-3 weeks manual; After Same-day automated
- Report Generation: Before Weekly manual exports; After Real-time self-service
- Referral Attribution: Before Unreliable; After 100% tracked
Context: Members couldn't easily access vendor discounts or track their savings. Manual enrollment processes for each vendor program. No visibility into member engagement.
Outcome: Unified member portal with automated vendor account provisioning, benefits tracking, and engagement analytics.
- Vendor Account Setup: Before Manual, 5-7 days; After Automated, instant
- Member Benefit Visibility: Before None; After Full dashboard
- Engagement Tracking: Before Spreadsheets; After Real-time analytics
AI-Powered Usage Document Processor
Data operations
Context: Clients submit usage data in dozens of different Excel/CSV formats. Manual data transformation taking days per client. Inconsistent data quality.
Outcome: Automated file processing pipeline that normalizes any format to canonical data model with AI-assisted field mapping.
- File Processing Time: Before 2-3 days manual; After Minutes automated
- Format Support: Before Limited; After Any Excel/CSV
- Data Quality: Before Inconsistent; After Validated canonical
Multi-Vendor Product Catalog with Dynamic Pricing
E-commerce operations
Context: Product catalog scattered across vendor systems. Pricing updates delayed. No unified product search or categorization.
Outcome: Centralized product catalog with automated pricing pipelines, intelligent product matching, and collection management.
- Pricing Updates: Before Weekly batch; After Daily automated
- Product Matching: Before Manual; After AI-powered (40-point algorithm)
- Catalog Management: Before Vendor silos; After Unified collections
Automated Partner Performance Reports
Business intelligence
Context: Quarterly reports required days of manual data compilation. Clients waiting weeks for performance insights. Report distribution manual.
Outcome: Automated report generation from BigQuery with configurable templates, cloud storage, and partner portal delivery.
- Report Generation: Before 3-5 days manual; After Minutes automated
- Data Freshness: Before Month-old; After Real-time
- Distribution: Before Email attachments; After Self-service portal
Enterprise Account & Parent Hierarchy Management
Account management
Context: Complex parent-child account relationships impossible to track. No visibility into account hierarchies for reporting or attribution.
Outcome: Automated hierarchy tracking with grandparent/parent/child relationships, unified customer IDs, and cross-system linking.
- Hierarchy Visibility: Before None; After Full tree view
- Cross-System Identity: Before Fragmented; After Unified customer ID
- Attribution Accuracy: Before Poor; After Complete lineage
Partner Rebate Agreement Management
Financial operations
Context: Rebate agreements tracked in spreadsheets. Quarterly calculations manual and error-prone. Banking information scattered.
Outcome: Centralized rebate management with automated calculations, agreement tracking, and secure banking data storage.
- Calculation Time: Before 2 weeks; After Same day
- Error Rate: Before 5-10%; After <1%
- Agreement Tracking: Before Spreadsheets; After System of record
Event-Driven Backend Services Platform
Platform engineering
Context: Monolithic backend struggling to scale. Deployments risky and infrequent. No separation of concerns between domains.
Outcome: Microservices architecture with independent deployment, event-driven processing, and domain isolation.
- Deployment Frequency: Before Monthly; After Daily
- Service Isolation: Before None; After Full domain separation
- Scaling: Before Manual; After Auto-scaling per service