A concise risk report
10 to 15 pages, written for decision-makers. No 60-page decks.
Program Review
Loyalty & Customer Data Program Review
Before you commit budget to a loyalty platform, CDP or martech migration, or when one is starting to slip, get an independent view of whether it's set up to deliver.
A fixed-scope, two-week review for retailers and consumer brands, led by a business analyst with 10+ years inside these programs.
Sound familiar?
Across more than a decade of loyalty and customer data programs, the same pattern keeps coming up: the technology usually works. What slips are the details nobody pinned down early enough.
- The business case promised personalisation, but nobody has confirmed the customer data can support it.
- The timeline keeps moving, and no one can clearly explain why.
- Marketing, data, tech and the vendor each have a different picture of what "done" looks like.
- You're about to sign the SOW, and you'd like to know what you're really signing up for.
If any of these ring true, a review now costs far less than a fix later.
Who it's for
This review is built for Heads of Loyalty, CRM, Customer Data, Marketing Technology and Program Directors at retailers and consumer brands running programs like:
- Loyalty platform launches or replatforming
- Customer data platforms (CDP) and single customer view projects
- Marketing technology migrations, such as moving to Salesforce Marketing Cloud
- Personalisation and retail media initiatives that depend on clean customer data
It fits two moments:
Before you commit.
You're about to select a vendor, sign a SOW or kick off build, and want confidence that requirements, data and integrations hold up.
When it's slipping.
The program is underway, but delays, rework or stakeholder friction are building, and you need to know what's really going on.
Your two weeks
Two weeks. One clear recommendation.
- 01
Week 1: Listen and map
We interview the people who matter: marketing, data, technology, operations and your vendor, and map the customer data flows and integrations your program depends on. By the end of the week, you'll hear our early observations.
- 02
Week 2: Test and recommend
We test everything against your target state and business case, surfacing requirements gaps, data quality issues and hidden dependencies. The review ends with a leadership readout and a firm call: proceed, proceed with conditions, or pause and fix first.
What you get
What you get
A working risk and dependency register
Owners, severity and next actions, in a spreadsheet your team can keep managing.
A 60-minute leadership readout
A walkthrough of the findings, with time for your questions.
What it isn't: not an implementation, not a vendor selection, and not an open-ended engagement. It's a bounded review with a firm answer at the end.
Working together
What you'll get, and what we'll need.
What you'll get
- An independent view, with no stake in the vendor or the outcome
- A playback before anything is final, so there are no surprises
- Honest advice, including when to pause
What we'll need from you
- A sponsor for a short weekly check-in
- Time with up to eight stakeholders, including your main vendor
- Access to the business case, SOW and key program documents
Why work with us
Your review is led by Pawan Singh, founder of 360network and a Senior Business Analyst with more than 10 years inside the kind of programs this review covers. He has worked across retail, loyalty and customer data at organisations including Coles, Woolworths Everyday Rewards, Adairs, Endeavour Group, The Star Entertainment Group and SEEK.
That experience includes:
- Defining the data and validation requirements for a Meta Advantage+ proof of concept, with a pathway to scale from 1,000 to roughly 10,000 SKUs
- Providing the business analysis for a loyalty collectables program targeting roughly $200M in incremental sales
- Shaping a golden customer record across Dynamics 365, Snowflake and Optimizely to enable personalisation
- Supporting a migration from legacy systems to Salesforce Marketing Cloud for personalised communications
- Integrating a loyalty engine within strict alcohol and gambling regulatory requirements
Certified Scrum Master · Salesforce Marketing Cloud certified
Pricing
Fixed price, no surprises.
2 weeksDuration
$7,500 + GSTIntroductory price
Introductory price for the first three reviews. The standard price is $10,000 + GST. A standard review covers one program, one brand, up to eight stakeholder interviews and one main vendor. The price is fixed and agreed before we start, with no extras. Larger programs are quoted upfront at $1,000 per day + GST.
FAQ
Not usually. Most of the review runs through interviews, documentation and walkthroughs. Any access is agreed with you up front.
No. It runs alongside your program and asks for a few hours of your team's time across two weeks.
Yes. Including the vendor usually gives the most accurate picture, and the review stays independent.
That's up to you. Many teams simply act on the findings. If you'd like ongoing BA support, we can talk about it then, with no obligation.
We'll quote it upfront, based on the number of stakeholders, brands and vendors involved, at the same $1,000 per day + GST. You'll know the fixed price before anything starts.
Not sure if you need a full review?
Start with a free 45-minute program risk check. We'll talk through where your program is at, and you'll leave with at least one concrete risk to look at, whether or not we work together.
Book a free 45-minute program risk check