Cover PageHello Pedigree Team

We appreciate the opportunity to partner with you on elevating the GoodPoints program. From our first conversations, it’s clear that Perk’s fully formed, gamified loyalty platform is a perfect match for Pedigree’s mission of rewarding pet parents while furthering shelter dogs’ well-being. We’ve spent over a decade building solutions just like this: technology that engages users daily, supports brand objectives, and remains joyful, seamless, and rewarding. We can’t wait to help GoodPoints thrive.

Executive Overview

Pedigree GoodPoints is at an important juncture: moving beyond SNIPP and seeking a comprehensive, feature-rich, and future-ready loyalty engine. Perk is proud to present this detailed, end-to-end proposal, which demonstrates not only how we will replicate and exceed current SNIPP capabilities, but also how we’ll empower Pedigree GoodPoints with advanced engagement, data-driven insights, and effortless multi-market expansion.

About Perk

For over 13 years, Perk has been a trusted leader in loyalty, engagement, and data-driven marketing. We’ve powered programs for major brands, including M&M’s® Fun Club (Mars Wrigley), Coca-Cola, top universities (Ohio State, Nebraska, University of Utah), and entertainment giants like Paramount. Our platform is known for:

• Enterprise-Grade Security & Scalability: Vetted under Mars’ rigorous security requirements, including GDPR/CCPA compliance.
• Unified Loyalty Architecture: One system for authentication, receipt scanning, donation tracking, rewards, gamification, and analytics.
• Proven Track Record: 130+ brand partners globally, with consistent success in driving daily engagement.
• Extensive Feature Set: Receipt OCR + AI, multi-tier rewards, advanced gamification, localized multi-market support, easy expansions.

Fun Highlight: With M&M’s® Fun Club, we introduced daily “Check-In” challenges that saw a 40% repeat-engagement boost in the first three months—demonstrating how simple, game-like elements can dramatically increase loyalty.

Beyond just software, we’re a partner in helping you deploy, manage, and grow your loyalty program. Our mission is to understand your business goals—like boosting brand affinity, shelter donations, or multi-market expansion—and make them happen through proven technology and dedicated support teams.

Why Perk is the Right Choice

• Mars Vetted: Already under MSA with Mars for M&M’s Fun Club, so compliance is guaranteed.
• Deep Engagement Features: Built-in gamification, daily check-in challenges, referral bonuses, micro-missions, and donation progress bars.
• Flexible Integration: Micro-frontend or whitelabel site, works with existing Auth0 or Perk native auth.
• Comprehensive Dashboards: Real-time analytics & moderation, no reliance on daily CSV merges.
• Global-Ready: Multiple languages, currencies, donation structures. Perfect for incremental expansions.
• Fully Developed Platform: We’re not a dev shop building from scratch; we have a robust loyalty system ready to be customized, saving time and money.
• 13+ Years of Loyalty Expertise: Our seasoned team has been building loyalty solutions for over a decade, bringing best practices, hands-on consulting, and real-world results to every client.

We’re more than a platform—we’re a true partner. Not only do we provide an end-to-end system, we also give you a fully role-based admin suite so your team can view, manage, and modify 90% of the program on your own. This independence saves you money, while our experts stand by for support whenever you need it. Plus, with our enterprise license, you’ll unlock continuous improvements and future feature additions at no extra cost—empowering you to expand and evolve GoodPoints without vendor hassle.

Detailed Requirements & Our Response

Below is how Perk addresses each key requirement identified for the Pedigree GoodPoints program. We like to inject a bit of friendly fun into each explanation—loyalty shouldn’t be dull!

User & Program Management

Friendly Benefit: Enjoy the freedom to manage your entire program from our intuitive admin portal. With just a few clicks, you can create new donation tiers, adjust point values, or even launch a “Shelter Renovation Blitz.”

• Single vs. Multi-Region: Perk creates a single Pedigree GoodPoints organization with separate child programs for Mexico and Brazil. This ensures each market has its own rules, language, donation structures, and admin roles—exactly as requested.
• Role-Based Access: Perk natively supports role-based admin permissions, so local teams in Mexico or Brazil see only their region’s data, while HQ can see the global overview.
• Auth0 Integration or Perk Login: We can integrate with Auth0 or switch to Perk’s secure passwordless flow, eliminating external IDP fees.
• User Deletion & Privacy Controls: Our solution supports GDPR-like “right to be forgotten,” removing user data upon request.

Receipt Validation & OCR

Friendly Benefit: Give users near-instant gratification after a purchase. We’ve seen it time and again: the faster they see points, the more they love the program!

• AI-Enhanced OCR: Perk’s proprietary system reads receipts in near-real time, applying advanced heuristics for suspicious or handwritten receipts.
• Manual Review Queue: Any questionable receipt automatically flows to a fallback queue.
• Time-to-Validation: Typically under 30 seconds for standard receipts.
• Localized Logic: We can tailor line-item detection for specific Pedigree SKUs by market.
• Fraud Flags & Caps: Built-in controls (e.g., daily upload limits, suspicious pattern detection) reduce abuse.

Points, Donations & Rewards

Friendly Benefit: Whether it’s “1 GoodPoint per bag of dog food” or “Triple Points Tuesdays,” Perk accommodates everything from simple to advanced earning rules.

• 1 GoodPoint per Valid Receipt: We replicate SNIPP’s approach by default.
• Donation Flows: Users can donate points to multiple shelter-related causes; everything is tracked live.
• User Rewards: Perk can store coupon code inventories (unique or universal) and auto-distribute them at redemption.
• Tier Structure: Optionally implement milestone tiers (e.g., Bronze, Silver, Gold) awarding badges or bigger perks.
• Tag System: Our system tags users based on behaviors, letting you micro-target new or special challenges.
• No Forced Donation: If they want to keep points for themselves, that’s fine—some prefer to redeem for dog-themed gifts, others love donating!
• Immediate vs. Banked Points: We can hold points in a user’s balance for later redemption or spend them instantly.

Emails & Notifications

Friendly Benefit: Keep fans excited with colorful emails or texts whenever they earn, donate, or level up—like sending a quick “Your GoodPoints just fed 3 shelter dogs!”

• Built-In Transactional Email: Perk can handle all triggered emails in real time.
• Localized Templates: Spanish, Portuguese, or any language. Admins can edit these instantly.
• Optional SMS or Push: We can integrate text messages or mobile push notifications for on-the-go users.

Brazil Expansion, Localization & Compliance

Friendly Benefit: Launching in Brazil? No problem. We’re already multi-lingual and ready for LGPD.

• Independent Program: Brazil has its own sub-program, data, and donation tiers.
• LGPD & Data Residency: We meet local privacy requirements.
• Localized Donation/Reward Logic: Tweak items for Brazil’s unique retail environment.

Dashboards & Reporting

Friendly Benefit: Real-time dashboards let you spot “peak purchase days” or see which challenges are resonating, so you can adapt quickly.

• Live Admin Dashboard: Everything at your fingertips—receipt approvals, user trends, donation stats.
• Receipt Moderation & Manual Review: Mark suspicious receipts, re-check for errors.
• Segmented by Region: Mexico vs. Brazil, or combined global view.
• Data Exports & Webhooks: Integrate with Treasure Data or Google Looker.
• Performance Metrics: Track daily active users, donation conversions, store preferences, etc.

Security & Fraud Prevention

Friendly Benefit: Sleep well knowing your program is locked down. We’ve handled millions of receipts for M&M’s, with no data breaches.

• Hardened Infrastructure: Already validated under Mars MSA.
• Robust Fraud Detection: Duplicate receipt detection, daily user limits.
• SSO & Single-Sign On: Possible if you decide to unify logins across multiple brand sites.

Implementation & Migration Approach

Friendly Benefit: Experience a fast, frictionless cutover. We’ve orchestrated these big-bang migrations many times.

• Staging & Production: Both environments ready for QA early.
• Big-Bang Data Import: We map your existing user base and receipts from SNIPP.
• Cutover: One overnight switch, zero downtime.
• Post-Cutover Monitoring: Our team monitors for hiccups.

Performance & SLAs

Friendly Benefit: With 99.9% uptime and on-call support, you can trust us to keep GoodPoints running smoothly.

• 99.9% Uptime: We meet or exceed enterprise SLA.
• Scalable for Spikes: We handle unexpected surges (e.g., big promotions).
• 24/7 Support: Dedicated leads plus DevOps on standby.

Perk’s Advanced Receipt Processing & Fraud Prevention

Friendly Benefit: Users love how quick it is to get validated. Meanwhile, brand managers love how it’s bulletproof against misuse.

1. Automated Receipt Processing
   • Image Capture & Digitization: User-friendly upload, instantly turned into text via OCR.
   • Data Extraction & Organization: Each line item recognized and categorized.
   • Intelligent Product Recognition: Our ML models spot specific SKUs.
   • Logic for Product Matching: Disqualifying keywords, fuzzy matching, partial matches.

1. Human Fallback for Verification

1. • Triggering Human Review: If thresholds are exceeded (amounts, suspicious frequency, older receipts, etc.).
   • Admin Interface: Quick acceptance/rejection, easy editing if line items are unclear.

1. Fraud Detection & Prevention

1. • Automated Rules: Duplicate detection, daily upload checks, suspicious pattern alerts.
   • Quality Standards Enforcement: Minimizing intentionally blurry images.
   • Participant Management: Add serial offenders to a denylist.

1. User Feedback & Transparency

1. • Clear Reject Reasons: “Receipt Too Old” or “No Eligible Items Detected.”
   • Appeals & Re-Review: Users can request a second look.

By combining automated OCR, dynamic product matching, manual reviews, and multi-step fraud prevention, Perk ensures each valid receipt is processed quickly and accurately, giving users instant gratification while protecting Pedigree GoodPoints from abuse.

Phase 1: Replacing SNIPP for Mexico by Mid-May 2025

Project Timeline

1. March 2025 – Setup & Discovery
   • Spin up staging + production environments.
   • Finalize integration approach (micro-frontend or whitelabel site).
   • Kickoff with Pedigree & Colenso to align on data migration steps, Auth0 usage, and email.

1. April 2025 – Data Migration & QA

1. • Receive SNIPP exports (user profiles, receipts, donation ledgers) and do test imports in staging.
   • Thorough QA on receipt validation, donation logic, reward redemption flows.
   • Final adjustments to front-end embedding or whitelabel.

1. Mid-May 2025 – Go-Live in Mexico

1. • Freeze final data. Perform the big-bang import overnight.
   • Switch the front-end to Perk-based flows.
   • Monitor adoption, triage day-1 issues, confirm no downtime.

Deliverables

• Fully functional loyalty program for Mexico, supplanting SNIPP.
• Real-time dashboard for Mexico’s GoodPoints admin with full receipt moderation.
• Email & donation flows fully tested + ongoing fraud checks.
• Updated T&Cs reflecting Perk as the system of record.

Phase 2: Brazil Launch & Program Enhancements (H2 2025)

Building on the success in Mexico:

Multi-Market Configuration

• Brazil as an Independent Child Program: Unique domain or subdomain, separate user database, localized donation offers, unique coupon/reward structure. All still in one Perk admin for HQ.
• LGPD Compliance: Perk ensures data handling meets local privacy standards.

Advanced Engagement Modules

Below are creative enhancements we propose, each easily configured via Perk’s robust challenge & reward system:

1. Referral Challenges (+1 GoodPoint)
   • Each new friend who joins via a user’s link earns the referrer +1.
   • Encourages organic growth.

1. Tiered Engagement Badges

1. • Unlock digital badges at 5, 10, 20 points.
   • Fosters progression.

1. Community Donation Goals

1. • “10,000 GoodPoints Donated” milestone bar.
   • Pedigree funds a big shelter renovation.

1. Preferred Retailer Partnerships

1. • Double GoodPoints for specific retailers.

1. Non-Purchase Challenges

1. • Earn 1 point for reading an article or taking a quiz.
   • Keeps users returning regularly.

1. Immediate Donation Badge

1. • Donate immediately -> “Shelter Angel” or “Good Samaritan” badge.

1. Tag System Targeting

1. • “High Donor,” “Referral Hero,” “Quiz Fan,” etc.

1. Time-Limited Bonus Weeks

1. • Double-Point Weekend or “Shop before Sunday for +1.”

By layering these features on the core 1-point system, we significantly enhance user excitement, brand affinity, and program stickiness—without inflating point balances.

Brazil Go-Live Timeline

• Late Q3 2025: Final config for Brazil, test environment in Portuguese, local donation offers, etc.
• H2 2025: Official Brazil public launch, tested & compliant.

Program Costs & Efficiency Gains

All financial figures and monthly/annual costs are placeholders; final pricing will be delivered after mutual scoping.

Reduced Vendor Complexity

By consolidating everything under Perk, Pedigree GoodPoints can reduce overhead, unify data management, and pivot faster.

Infrastructure & Hosting

• Secure Cloud Hosting on AWS or GCP, with auto-scaling for traffic spikes.
• Support for Millions of daily user actions if needed.
• 24/7 Monitoring & Alerting.

Ongoing Program Management

We typically provide a dedicated account manager + a loyalty specialist to handle day-to-day needs:

• Content & Challenge Updates: Launch new donation drives, time-bound promotions.
• Technical Maintenance: Bug fixes, feature rollouts, QA.
• Monthly Reports & Strategic Reviews: Assess usage, highlight opportunities.

Implementation Roadmap & Team

Key Roles

• Project Lead / Sr. Account Manager: Oversees success, main client contact.
• Technical Director: Leads integration, data migration, environment setup.
• Receipt Processing Engineer: Fine-tunes OCR logic for Pedigree products.
• Community & Support Manager: Manages inbound user queries, donation tracking, reward fulfillment, and challenges.
• Fluent Receipt Reviewers: Our specialized team that diligently checks fallback receipts, ensuring thorough validation and providing friendly, informative feedback to users whose receipts are unclear. This same team can offer direct customer support so users never feel left in the dark if something goes awry.

Friendly Note: Our system is also programmed to send back specific instructions for incorrect submissions. For example, if a user’s receipt is blurry, we can automatically email or text them, explaining how to retake and upload a clearer image.

Proposed Timeline Snapshot

• March 1 – 15: Kickoff, environment spin-up, final blueprint with Pedigree & Colenso.
• March 15 – April 15: Data migration prep, QA with staging environment.
• April 15 – May 10: Final user acceptance testing, freeze + big-bang migration.
• Mid-May: Mexico launch + SNIPP cutover.
• H2 2025: Brazil activation + advanced enhancements.

Conclusion & Next Steps

Pedigree GoodPoints stands to gain a modern, fully integrated loyalty system that not only matches SNIPP’s core functions but exceeds them with robust daily engagement, advanced analytics, and simpler multi-country management.

Immediate Actions

1. Stakeholder Alignment: Confirm front-end approach (micro-frontend or whitelabel) & finalize Auth0 vs. Perk Auth.
2. Kickoff & Environments: Provision staging + production to begin integration ASAP.
3. Data Migration: Obtain user/receipt/donation exports from SNIPP; run test imports.
4. Go-Live: Target mid-May for Mexico cutover, followed by improvements + Brazil.

Perk’s Commitment

• Zero Disruption: Ensuring a smooth big-bang transition with minimal user impact.
• High Engagement, Low Complexity: Simplify the ecosystem, empower your marketing.
• Ongoing Innovation: Frequent updates, advanced features, localized expansions. With your enterprise license, you’ll always have access to our newest modules and improvements—enabling your program to grow and evolve right alongside Perk’s platform.

Integration Options & Technical Streamlining

We recognize that Pedigree GoodPoints already has a functioning setup with multiple vendors, and we’re not looking to disrupt or dismiss the current infrastructure. However, given the moderate size of the user base so far—and the potential for significant growth—we see a real opportunity to boost efficiency, security, and speed by letting Perk manage more of the program’s technical foundation.

In this model, your teams retain complete control over branding and front-end design, while Perk’s integrated platform addresses the back-end complexity, enabling you to focus on strategy, customer service, and program expansion. Beyond standard loyalty features, Perk provides robust native capabilities—like gamification, real-time dashboards, and multi-market adaptability—so that Pedigree GoodPoints can extend its reach and impact without burdening internal teams.

Current (As-Is) Multi-Vendor Flow

High-Level Flow

• Front-End Website (Hosted by Colenso on Mars AWS)
  • UI & Presentation: Colenso-built front end (React, Node, etc.).
  • Data Exchange: Sends user actions (sign in, receipt upload, reward selection) to a custom API layer (also maintained by Colenso on Mars infrastructure).
  • Receives reward details, donation statuses, and email triggers from SNIPP or other service calls.
• Auth0 (Mars-Approved Authentication / IDP)
  • Partial User Data: Stores credentials, tokens, some personal info.
  • Sign-In / Sign-Up Flow: Front end requests Auth0 tokens (JWT), which are used to identify users on subsequent API calls.
  • Hosted Outside Colenso: Managed by an external identity vendor, separate from SNIPP.
• Colenso’s API Layer (Hosted on Mars AWS)
  • Middleware: Between the front end (GoodPoints website) and the loyalty system (SNIPP).
  • Manages Session: Receives user session data from Auth0, generates internal tokens, then passes requests to SNIPP.
  • Pulls/Pushes Data: E.g., pulls the list of available rewards from SNIPP, sends receipt images, donation choices, etc.
• SNIPP Loyalty Engine (External Vendor)
  • Receipt Validation & Points: OCR / partial human review for receipts, awarding or rejecting points, storing donation ledger.
  • Rewards Database: Holds reward definitions (IDs, redemption, coupon code inventory), donation “offer” definitions (shelter meals, dog neutering, etc.).
  • User Data (Partial): Maintains user IDs, email, points balance, reward/donation choices.
  • Email Triggering: Uses Mars/Colenso’s shared SendGrid API key to send emails (approval/decline, reward instructions).
  • Dashboards: Typically daily CSV or SFTP exports for donation totals, reward usage, etc.
• SendGrid (Transactional Email Service)
  • Triggered by SNIPP: Passes user email + template ID to deliver receipt or reward updates.
  • Mars/Colenso Ownership: The SendGrid account is set up by Colenso or Mars.
• Local Agencies / Shelters
  • Donation Fulfillment: Rely on SNIPP’s aggregated donation data.
  • Offline Action: Delivery of meals, renovations, etc.
• 3rd-Party Coupon Processors (e.g., Rappi)
  • Coupon Code Inventory: SNIPP requests or stores codes from partner.
  • User Delivery: Emailed out once a user’s receipt is approved.

Data Flows & Pain Points

• Multiple Partial Data Sets: Users in Auth0, receipts in SNIPP, reward definitions also in SNIPP, donation statuses in SNIPP.
• Integration Complexity: Changing point rules or donation logic touches multiple services.
• Limited Mars Data Visibility: Key data locked in SNIPP, daily/weekly CSV merges.

Streamlined Perk End-to-End

By migrating to Perk’s unified system, we centralize user authentication (if desired), receipt OCR, donation tracking, reward distribution, email triggers, and real-time dashboards. Everything lives in one secure platform.

Front-End Integration Options:

• Option A: Perk-Hosted Full Front End
  • Perk stands up and displays the Pedigree GoodPoints website.
  • Mars/Colenso fully customize the UI; Perk handles back-end + infrastructure.
  • Fewer Vendors: Single system for auth, receipts, donation logic, email, analytics.
• Option B: Micro-Frontend Widget (Similar to M&M’s)
  • Colenso or Mars continues to host the main GoodPoints site.
  • Perk provides a secure widget (or suite of widgets) for loyalty functions.
  • Seamless: The Perk widget matches Pedigree branding, behind the scenes calling Perk’s API.
  • Minimal Dev Work: Just embed or mount the widget. Perk still handles the heavy lifting.

What Perk Manages in the Proposed Flow

• Authentication & User Management
• Receipt Processing & Fraud Checks
• Points & Donation Ledger
• Reward Definition & Distribution
• Email & Notifications
• Dashboards & Admin
• Gamification & Challenges
• Scalable Multi-Region

Benefits of a Perk-Centric Approach

• Single Source of Truth: All data—receipts, points, donation totals—lives in Perk, ending daily CSV merges.
• Lower Vendor Complexity: Eliminate multiple outside providers, unify dashboards.
• Live, Unified Dashboards: Real-time donation tracking, activity metrics, easy oversight.
• Faster Customization: Adding new challenges, donation campaigns, or tier logic takes minutes, not weeks.
• Streamlined User Experience: Fewer external hops, near-instant approvals.

In short, rather than tying together multiple outside services, Pedigree GoodPoints can rely on one integrated system (Perk) for loyalty success.

Requirements Coverage Matrix

Below is where we would include a chart highlighting each requirement/group and how Perk supports it.

(We will insert the requirement-by-requirement coverage chart here, describing the feature, sub-group, notes, and how Perk delivers on it—much like your example matrix.)

This matrix will provide a straightforward, at-a-glance understanding of exactly how Perk’s platform satisfies (and often exceeds) each functional, technical, and compliance requirement for Pedigree GoodPoints.

Prepared by: Taylor Gaussoin

Date: March 2025