Loyalty Program Audit
for a Leading Thai Retail Brand

Customer

A major retail group in Thailand (NDA)

Project Focus

In-depth audit and performance analysis of the company’s loyalty program

Project Goals

To define actionable recommendations for program redesign, enhance ROI, and lay the foundation for a scalable loyalty ecosystem.

Project Background

Our client—a large retail group operating across multiple regions—requested a comprehensive audit of its existing loyalty program. Although the program had already gathered extensive customer data and transaction history, it lacked clarity in ROI measurement, targeting effectiveness, and future scalability.

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Analyze transaction-level data from over1.4 million receipts
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Segment its customer base by behavior and value
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Evaluate the current performance of the loyalty scheme
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Recommend improvements to increase long-term loyalty

Our Solution

The project was structured into several critical phases:

1
Discovery and Business Alignment
  • Expert interviews with marketing and CRM leads
  • Understanding retail formats, regional performance, and current loyalty vision
  • Defining key performance indicators (KPIs) and expectations for the audit
2
Analytics Infrastructure Deployment
  • Data collected and processed using our OLAP-based analytics engine
  • Secure ingestion of over1.4 million transactions into a multi-dimensional cube
  • Data verified for completeness, consistency, and analytical readiness
  • Custom analytics engine configured with loyalty-specific measures and KPIs
3
Loyalty Program Data Analysis
  • Behavioral segmentation of active and lapsed customers
  • Analysis of spending trends, retention metrics, and cross-category behaviors
  • Calculation of loyalty program effectiveness across formats and regions
  • Identification of underperforming segments and over-leveraged benefits
  • Delivery o fat least five strategic recommendations for improving the program, such as reward optimization, tier design, or communication adjustments
4
Final Reporting and Presentation
  • Full audit delivered in PDF presentation, with supporting Excel files and visualized dashboards
  • Executive summary with KPIs, segmentation logic, and clear next steps
  • Final workshop with all stakeholders to validate insights and align future strategy

Project Outcomes

Thanks to FMF’s structured approach, the client received:

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A fully visualized performance snapshot of their current loyalty program
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Actionable recommendations for economic modeling and program redesign
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Clear customer segments to drive targeted campaigns
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Identification of priority initiatives for CRM improvement and pilot testing
Optional Add-Ons for Deeper Loyalty Optimization

As part of the engagement, we also proposed strategic options for further deep-dive work:

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ROI analysis of rewards & benefits
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CRM campaign effectiveness audit
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Competitive benchmarking of loyalty strategies in retail

For retailers looking to future-proof their loyalty programs,data is the most powerful asset. FMF’s loyalty audit methodology helps brands go beyond points and perks—into real customer value, retention economics, and profitable personalization.

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