Streamlining PMI Payouts with Automation

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Slide 1 – Title Title: “Payment Automation Solution for PMI” Subtitle: Streamlining Retailer Payouts with Transparency & Efficiency Includes: PMG Asia & PMI logos, date, presenter name & designation. Slide 2 – The Challenge Header: Current Pain Points Content (bulleted with icons): Limited real-time payment visibility Manual, non-automated payout processes Inefficient issue resolution Lack of retailer transparency Fragmented databases Bottom line: “These challenges lead to payment delays, data inconsistency, and poor retailer experience.” Slide 3 – Our Solution Header: PMG Asia’s Proposed Solution Content: Web-based payout management platform Real-time dashboards for PMI & retailers Automated payouts with audit trails Single centralized data repository Built using secure open-source tech (PHP/MySQL/Web Forms) Visual: Architecture diagram or system overview. Slide 4 – One-Time Retailer Onboarding Process Header: Seamless Retailer Onboarding in 6 Steps Convert this to a process flow: PMI shares 25,000 retailer data PMG validates data Missing info shared with PMI Unique vendor codes created Data uploaded into centralized system Penny testing for final verification Visual: Flowchart or 6-step circle graphic. Slide 5 – Monthly Payment Cycle Header: End-to-End Automated Payout Workflow Convert timeline (Day 0–Day 10) into a horizontal process visual: Day 0: PMI shares payout list Day 1: PMG verifies data Day 2: Missing data sent back Day 3: Verified payments processed Day 4: Failed payments shared with reasons Day 5: PMG raises invoice + RTGS updates Day 10: PMI releases payment Slide 6 – Weekly Data Update Header: Continuous Retailer Data Maintenance Content: Summarize weekly upload process (data check → vendor code → upload → penny testing). Visual: Simple loop diagram for “Ongoing Data Refresh.” Slide 7 – PMG Deliverables Header: Scope of Deliverables Group logically: Platform Setup Payment automation software Monthly reporting dashboards Communication Tools WhatsApp setup, notifications, chatbot Support Infrastructure Telephonic support Secure hosting, data encryption Slide 8 – Project Execution & Timeline Header: 4–6 Week Project Execution Plan Phases: Requirements Gathering (Sign-off required) Design & Development System Testing User Acceptance Testing (UAT) Go-Live Visual: Gantt chart or milestone timeline. Slide 9 – Support & Maintenance Header: Post-Implementation Support Scope In Scope: Issue tracker & bug fixing Database/configuration changes Change request handling (with approvals) Out of Scope: Training for new users Device/PC issues Support Window: Mon–Fri, 10:00 AM – 6:00 PM (PMG Asia regional holidays apply) Slide 10 – Sample Views Header: Dashboard & Communication Snapshots Include visuals: Dashboard screenshot Sample Excel sheet Example WhatsApp message Slide 11 – Thank You / Contact Header: Thank You! Include: Contact details PMG Asia logo Tagline: “Empowering Payment Automation with Transparency & Insight.”

This presentation outlines PMG Asia's web-based solution to automate retailer payouts for PMI, addressing pain points like manual processes and visibility issues. It covers onboarding, monthly workflo

November 5, 202511 slides
Slide 1 of 11

Slide 1 - Payment Automation Solution for PMI

The slide presents a title slide for a "Payment Automation Solution for PMI," highlighting its focus on streamlining retailer payouts. The subtitle emphasizes achieving transparency and efficiency in the process.

Payment Automation Solution for PMI

Streamlining Retailer Payouts with Transparency & Efficiency

Slide 1
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Slide 2 - The Challenge: Current Pain Points

Current payment systems face significant pain points, including limited real-time visibility that hampers timely decisions, manual payout processes leading to errors and delays, inefficient issue resolution causing retailer frustrations, and a lack of transparency that erodes trust. Additionally, fragmented databases create data inconsistencies and silos, ultimately resulting in overall delays, inconsistencies, and poor user experiences.

The Challenge: Current Pain Points

  • Limited real-time payment visibility hinders timely decisions
  • Manual payout processes increase errors and delays
  • Inefficient issue resolution prolongs retailer frustrations
  • Lack of transparency erodes trust in payment systems
  • Fragmented databases cause data inconsistencies and silos
  • These challenges result in delays, inconsistencies, and poor experiences
Slide 2
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Slide 3 - PMG Asia’s Proposed Solution

PMG Asia proposes a web-based payout management platform that features real-time dashboards for PMI and retailers, along with automated payouts and comprehensive audit trails. The solution includes a single centralized data repository built on secure open-source technologies such as PHP, MySQL, and web forms.

PMG Asia’s Proposed Solution

  • Web-based payout management platform
  • Real-time dashboards for PMI and retailers
  • Automated payouts with audit trails
  • Single centralized data repository
  • Secure open-source tech: PHP/MySQL/Web Forms
Slide 3
Slide 4 of 11

Slide 4 - Seamless Retailer Onboarding in 6 Steps

The slide outlines a six-step timeline for seamless retailer onboarding, starting with Phase 1 where PMI shares an initial batch of 25,000 retailer records. Subsequent phases involve PMG validating the data, resolving any missing information by communicating gaps back to PMI, and finally uploading the data with unique vendor codes assigned followed by penny testing for verification.

Seamless Retailer Onboarding in 6 Steps

Phase 1: PMI Shares Retailer Data PMI provides initial batch of 25,000 retailer records to initiate onboarding. Phase 2: PMG Validates Data PMG performs comprehensive validation of the shared retailer information. Phase 3: Resolve Missing Information Identified gaps in data are communicated back to PMI for updates. Phase 4: Upload and Verify System Unique vendor codes assigned, data uploaded, and penny testing conducted for final verification.

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Slide 5 - End-to-End Automated Payout Workflow

The End-to-End Automated Payout Workflow timeline outlines the collaboration between PMI and PMG, starting on Day 0 when PMI shares the initial payout list for processing. It progresses through data verification and feedback on Days 1-2, payment processing and review on Days 3-4, invoice raising with RTGS updates on Day 5, and culminates in final payment release by PMI on Day 10.

End-to-End Automated Payout Workflow

Day 0: Payout List Shared PMI provides the initial payout list to PMG for processing. Day 1-2: Data Verification and Feedback PMG verifies data and sends back any missing information to PMI. Day 3-4: Payments Processed and Reviewed Verified payments are processed; failed payments shared with reasons. Day 5: Invoice Raised and Updates PMG raises invoice and provides RTGS payment updates. Day 10: Final Payment Released PMI releases the payment upon completion of the cycle.

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Slide 6 - Continuous Retailer Data Maintenance

The slide on Continuous Retailer Data Maintenance outlines a process for ongoing data accuracy, starting with weekly checks for updates and discrepancies, followed by assigning unique vendor codes to validated retailers and uploading the data to a centralized system. It concludes with penny testing for final confirmation and ensuring regular refreshes of retailer information to maintain reliability.

Continuous Retailer Data Maintenance

  • Conduct weekly data checks for updates and discrepancies.
  • Assign unique vendor codes to validated retailers.
  • Upload verified data to centralized system.
  • Perform penny testing for final accuracy confirmation.
  • Ensure continuous refresh of retailer information.

--- Speaker Notes: Summarize weekly process: Data check → Assign vendor code → Upload to system → Penny testing. Visual: Simple loop diagram for “Ongoing Data Refresh.” Ensures accurate, up-to-date retailer info.

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Slide 7 - PMG Deliverables

The PMG Deliverables slide outlines key platform features in two columns. On the left, it details the setup of payment automation software for streamlined retailer payouts, real-time processing, and monthly reporting dashboards offering visibility into transactions, metrics, and audits. On the right, it covers WhatsApp integration for notifications and an intelligent chatbot for handling inquiries, instant support, and quick resolutions to improve user experience and operations.

PMG Deliverables

Platform SetupCommunication Tools
Implementation of payment automation software to streamline retailer payouts and real-time processing. Includes monthly reporting dashboards for comprehensive visibility into transactions, performance metrics, and audit trails, ensuring transparency and efficiency for PMI and retailers.Setup of WhatsApp integration for seamless notifications, alerts, and updates. Development of an intelligent chatbot to handle inquiries, provide instant support, and facilitate quick issue resolution, enhancing user experience and operational flow.

--- Speaker Notes: Support Infrastructure: Telephonic support; Secure hosting, data encryption.

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Slide 8 - 4–6 Week Project Execution Plan

The 4–6 Week Project Execution Plan outlines a structured timeline starting with Week 1 focused on requirements gathering and stakeholder sign-off for alignment. It progresses through Weeks 2-3 for designing system architecture and developing automated payout functionalities, Week 4 for internal system testing, Week 5 for user acceptance testing to validate business needs, and concludes in Week 6 with go-live deployment and full operational support.

4–6 Week Project Execution Plan

Week 1: Requirements Gathering Gather project requirements and obtain stakeholder sign-off for alignment. Weeks 2-3: Design & Development Design system architecture and develop automated payout functionalities. Week 4: System Testing Perform comprehensive internal testing to validate system performance. Week 5: User Acceptance Testing Conduct UAT with users to ensure the solution meets business needs. Week 6: Go-Live Deployment Launch the platform into production with full operational support.

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Slide 9 - Post-Implementation Support Scope

Post-Implementation Support Scope includes issue tracking and bug fixing, database and configuration changes, and handling change requests with approvals. It excludes training for new users and device/PC issues, with support available Monday through Friday from 10:00 AM to 6:00 PM, excluding PMG Asia holidays.

Post-Implementation Support Scope

  • In Scope: Issue tracking and bug fixing
  • In Scope: Database and configuration changes
  • In Scope: Change request handling with approvals
  • Out of Scope: Training for new users
  • Out of Scope: Device and PC issues
  • Support Window: Mon–Fri, 10:00 AM – 6:00 PM (PMG Asia holidays)
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Slide 10 - Sample Views

The slide titled "Sample Views" showcases a user-friendly dashboard designed for real-time insights into data and operations. It also includes an example Excel sheet for effective data management and a sample WhatsApp message illustrating notification features.

Sample Views

!Image

  • User-friendly dashboard for real-time insights
  • Sample Excel sheet for data management
  • Example WhatsApp message for notifications

Source: Image from Wikipedia article "Dashboard (computing)"

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Slide 11 - Thank You / Contact

The slide concludes the presentation with a thank you message and the tagline “Empowering Payment Automation with Transparency & Insight.” It provides contact details for PMG Asia, including email (info@pmgasia.com), phone (+65 1234 5678), and website (www.pmgasia.com), while inviting questions for discussion.

Thank You / Contact

Thank You!

“Empowering Payment Automation with Transparency & Insight.”

Contact: PMG Asia Email: info@pmgasia.com Phone: +65 1234 5678 Website: www.pmgasia.com

Thank you for your time.

Questions? Let's discuss.

Source: PMG Asia Presentation

--- Speaker Notes: Display PMG Asia logo prominently. Invite questions to engage audience.

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