Receipt Scan Rebate Offer

What

Box Tops for Education is a corporate giving program that gives schools money based on their purchasing of participating products. Since 2019, this experience has been fully digital and accessed through an app.

The most common way to earn Box Tops is via scanning a receipt. On the back end, our OCR vendor parses these images to determine what products were purchased and award credit based on program participation.

Seasonally speaking, ‘Back to School’ is a busy time for Box Tops, as consumers are stocking up on snacks and supplies for their children. This Free Snacks Rebate Offer, designed to give users their money back for a snack item when they bought two participating products, represented an opportunity to connect with users and an extension of our system’s technological capabilities.

Why

As the lead analyst on this project, I was best suited to collaborate effectively with cross functional teams, including business partners, customer relations, marketing communications, and vendors for front end design and receipt scanning technology. I also used my technical expertise to help create and schedule the epic and tickets for tracking this work through the course of our Agile development process.

How

• Ensuring that this offer would be ready and well tested by the official start date required careful planning for months in advance. I consistently had to be firm and direct about timelines and help make choices between options to ensure success.
• I created test sheets with scenarios describing steps to reproduce and expected results for happy path, user error, missing data, and fraud prevention cases. My work in thinking through and ensuring proper testing for edge cases helped us build a robust implementation.
• As one of three features I was working on simultaneously, I had to find a way to track complex projects in various lifecycle phases. I created an excel tracker template for myself with spaces for timelines, team dependencies, JIRA tickets, open questions, notes, and historical context. Additionally, I prepared and frequently updated a “presentation style progress tracker”, comprised of screenshots and high level information for quick updates, especially to non-technical audiences.