VMS Strategic Investment Briefing: December Workshop Prep

Goal: Drive Strategic Employment of VMS to Grow Revenue, Partnership, and DFI's Retail Dominance in Hong Kong.

Strategic Alignment & Pillars Overview

Pillar Core Focus Key Outcome
1 Operational Resilience & Cost Efficiency (Quick Wins) Immediate ROI through cost reduction, faster resolution, and improved experience.
2. AI-Driven Business Intelligence & Optimization Data-driven revenue capture by reducing financial liability and improving planning.
3 Strategic Revenue & Market Expansion Net-new revenue streams and innovation leveraging DFI’s scale and VMS infrastructure.

Pillar 1: Operational Resilience & Cost Efficiency

A. ITSM Integration (SNOW)

Goal: Centralise VMS incident management by integrating VMS monitoring alerts and ticketing directly with ServiceNow (SNOW).

Key Financial Driver: Reduces Mean Time To Resolve (MTTR), ensures faster triaging, and improves compliance.

VMS Monitoring Alerts
ServiceNow (SNOW) Ticketing

B. Automated Physical Stock Replenishment

Goal: Eliminate human error and lost sales from physical voucher stock-outs by automating low-stock threshold monitoring and requisitions.

Key Financial Driver: Prevents sales loss and significantly reduces the manual administrative burden of stock ordering.

1. VMS Monitors Stock
2. Stock < Threshold? (Yes)
3. Auto-generates Requisition

C. AI-Assisted Customer Support (FAQ/Chatbot)

Goal: Improve corporate customer satisfaction by deploying an AI-powered chatbot and FAQ system on the Corporate Portal.

Key Financial Driver: Deflects up to 60% of routine queries from the Corporate Sales team, freeing them for high-value sales activities.

🤖 Chatbot/FAQ Sales Team Intervention

Deflects ~60% Routine Queries

Pillar 2: AI-Driven Business Intelligence & Optimization

A. Predictive Corporate Sales Forecasting (AI)

Goal: Shift the Corporate Sales team from reactive quoting to proactive strategy by using AI to predict future demand and lead value with high accuracy.

Key Financial Driver: Optimizes inventory of physical vouchers and ensures sales resources are focused on the most promising leads.

Q1 | Q2 | Q3 | Q4 | Q1(F) | Q2(F)

B. Voucher Spillage Optimization & Revenue Capture (AI)

Goal: Directly convert unused financial liability into new business by using AI to identify spillage patterns and inform automated re-engagement campaigns.

Key Financial Driver: Reduces outstanding voucher liability on the balance sheet and drives new customer visits, capturing previously lost revenue.

Vouchers Redeemed (65%)

Identified Spillage (35%)

Target: Convert Spillage to Revenue

C. AI-Powered Store Footfall Optimization

Goal: Improve the effectiveness of in-store operations by analyzing VMS redemption data against time, district, and concurrent promotions.

Key Financial Driver: Provides Store Operations with data to adjust staffing, stock levels, and promotion display effectiveness, maximizing sales and footfall per store.

VMS Redemption Data Analysis
AI Insights (Staffing, Stock, Promos)
Store Operations Adjustments

D. Voucher Connect Corporate Portal Enhancement

Goal: Improve B2B conversion by simplifying low-volume order flow, secure consumer payment methods, and integrating self-service.

Key Financial Driver: Reduces manual intervention by the Corporate Sales team, allowing small businesses to purchase instantly and increasing overall transaction throughput.

🛒 Simplified Checkout
💳 Secure Self-Service Payment

Pillar 3: Strategic Revenue & Market Expansion

A. DFI Group 'Flex-Wallet' Integration

Goal: Unlock cross-group revenue by positioning the VMS as a centralised, integrated HR benefits solution via a secure API.

Key Financial Driver: Drives high-volume, predictable B2B sales and improves internal control over benefits spending.

HR Systems (Sister Co.)
VMS Central API
Employee 'Flex-Wallet' App

B. Third-Party POS Integration & Fee Model

Goal: Establish DFI's POS redemption network as a valuable utility, allowing external voucher providers to redeem in DFI stores.

Key Financial Driver: DFI levies a small, scalable transaction fee for every successful third-party voucher, establishing a new, high-margin revenue stream.

Third-Party Voucher
DFI POS Redemption

New Revenue: Transaction Fee Applied

C. SKU-Level Promotional Vouchers

Goal: Transform VMS into a dynamic marketing tool by enabling vouchers tied to specific Product SKUs (e.g., "$2 off Brand X Shampoo").

Key Financial Driver: Maximizes co-marketing funds from FMCG partners and provides trackable ROI for suppliers.

$2 off Brand X Shampoo
(SKU-Specific Target)

Drives Trackable ROI for FMCG Partner

D. Web3/Crypto Redemption Gateway (POC)

Goal: Position DFI as an innovation leader by conducting a proof-of-concept (POC) for allowing customers to use digital assets to settle payments.

Key Financial Driver: Attracts high-value, digitally native consumers and provides a low-friction off-ramp for crypto-to-fiat transactions.

Crypto Wallet (Digital Asset)
Web3 Gateway / VMS
DFI Store Payment (Fiat Redemption)