Rebates and incentives pay out exactly what the data says. Even when it’s wrong.
Every rebate, loyalty, and channel-incentive program is a pipeline of eligibility files, claims, and payouts. When a field upstream is wrong, someone gets paid wrong downstream, and the program’s reporting inherits the same error, so nobody sees it.
What I do
- Audit program data brand-side: eligibility and claim files, payout ledgers, accrual versus actual.
- Find leakage: duplicates, double-funding, payouts against stale terms.
- Reconcile what your program reports against what your finance team books.
- Build the program reporting a finance team can trust.
What I don’t do
I don’t process claims or run fulfillment. Your fulfillment partner does that. I make sure the data feeding them is right, and the data coming back survives an audit.
Where this comes from
Seventeen years as Director of Operations at an incentive and rebate fulfillment company, where making the data right before it hit the payment systems was the entire job. This is the lane the other two grew out of.
Data Health Snapshot: $950, seven business days.
Send a program ledger or claims export; get back your three most expensive data problems, in dollars, with a fix plan.
Private, expiring upload — never email. Mutual NDA before anything moves. Files destroyed within 30 days of delivery, with a certificate. Methods published, tools open source.