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URL: https://www.cloudfactory.com/client-stories/ibotta?d_utk=dd3dccb0-6b2f-4ae4-bb46-6215f90093d7&_om=216876
Submission: On March 21 via manual from VN — Scanned from DE

Form analysis 2 forms found in the DOM

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IBOTTA

Delivering high-quality end user experiences with workforce support




OVERVIEW

Ibotta, a cash back shopping app company, turned to CloudFactory to help manage
its receipt moderation process and reduce the burden on internal teams. We
provide 24x7 support, with a team verifying information on receipts such as
item, amount, and transaction date.


SERVICES USED

 * Elastic Managed Workforce


READ THE CLIENT STORY THAT FOLLOWS, OR DOWNLOAD A PDF VERSION YOU CAN REFERENCE
LATER.

Lead Channel

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Lead Type

Landing Page Title

Landing Page URL

UTM Campaign

UTM Source

UTM Medium

UTM Content

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UTM Term


We respect your privacy.




INDUSTRY

Retail


HEADQUARTERS

Colorado, USA


COMPANY SIZE

251-500

15%

Higher Accuracy Rate

12,000

Hours of Work Delivered Per Month

50%

Decrease in Processing Time


MEET OUR CLIENT

Ibotta is a cash-back shopping app that large consumer brands use to showcase
popular products. Customers can select those products, buy them at one of the
hundreds of retail partners available in the app, and earn rebates by taking a
photo of their receipt and submitting it through the app. Launched in 2012,
Ibotta has more than 35 million downloads and is one of the most frequently used
shopping apps in the United States.

The challenge is matching the items on a receipt with the items that a shopper
selected in the app. For the best user experience, the process needs to be fast.
And to maximize value for retail consumers and Ibotta’s partner brands, the
process must be accurate.

The company’s proprietary optical character recognition (OCR) system matches the
vast majority of receipts automatically. But some receipts require human
expertise for verification. Crowdsourced workers resolve a portion of those
receipts. For the rest—which still amounts to thousands of receipts a day—Ibotta
relies on one last line of defense: a group of human moderators dedicated to
resolving the hardest cases.


THEIR CHALLENGE

At the time, this last line of defense consisted of Ibotta employees and local
freelance workers. The solution wasn't ideal. “It's challenging work,” says Zev
Barsky, Ibotta’s Vice President of Operations. “It can be repetitive, incredibly
detail-oriented, and it can get very expensive. The majority of our receipts are
done automatically, but the number that goes to this final moderation step is
still substantial.”

During holiday shopping seasons, the number of receipts requiring moderation
swelled as users flocked to the app. “There were days in the company's history,”
says Barsky, “where literally everybody, up to the CEO, had to hop into the
moderation queue and check receipts just so we could get those rebates into
customers’ hands.”

When keeping up with the increasing workload became too much to handle, Barsky
set out to find a better solution. “I looked at a number of different
outsourcing vendors, including some in Colorado that claimed to offer a high
level of accuracy,” says Barsky. “I also explored the potential for doing this
overseas, researching vendors all over the world that provide the kind of
data-management support we needed.”

The new vendor needed to meet or exceed current performance benchmarks
immediately, and then achieve 10–15% better accuracy and nearly 50% more
efficiency, as measured in processing time. “We set some really aggressive goals
up front.” says Barsky. “We ended up weeding out a number of vendors because
they weren’t up to the challenge.”



The CloudFactory team flexed up, and we sailed through our busiest time of the
year without breaking a sweat.

Zev Barsky

VP of Operations



 * 1


OUR SOLUTION

CloudFactory emerged as the leading contender, combining its professionally
managed workforce with technology that provides a unified workspace for teams,
dedicated messaging channels, collaboration tools, and worker engagement
tracking.

“CloudFactory came in with a really clean and well-described set of ideas around
performance management, scaling, and elasticity to move volume up and down based
on our needs as a high-growth company,” says Barsky.

Ibotta ran a pilot program to test our capabilities using existing baselines and
performance metrics and “the team performed beautifully.” From there, Ibotta
began to transition its final-stage moderation over to CloudFactory.

CloudFactory can monitor worker engagement and gather metrics on productivity.
As workers gain more Ibotta experience, they get closer to achieving their
target goals. “The time that it took CloudFactory workers to get up to speed on
the work became shorter and shorter,” says Barsky.

Today, CloudFactory provides Ibotta with the technology and people to handle
more than 12,000 hours of work per month, allowing Ibotta to focus on its users,
improving its product and growing its business. Now, Ibotta is better prepared
for the annual holiday season. “The CloudFactory team flexed up and we sailed
through our busiest time of the year without breaking a sweat.”


THE RESULTS

Barsky and his team were impressed with how well the CloudFactory team adjusted
to the nuances of the work and its context in American culture. “There were
multiple occasions when CloudFactory’s team had better brand awareness than I
did,” says Barsky.

Ibotta’s CloudFactory team has expanded to include workers in both Nepal and
Kenya. “It feels good to provide work where it is needed, and we get
high-quality execution while we’re making a difference in developing nations,”
says Barsky. “I've appreciated the direction they're taking their business in
terms of resilience and ability to scale, and we'll have a nice long
relationship with CloudFactory going forward.”

Since partnering with CloudFactory, Barsky and his team have added use cases,
expanding the work that the CloudFactory team does for Ibotta. With
CloudFactory’s combination of people and technology, Ibotta’s future looks merry
and bright.




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