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One Operating Environment for the
Takealot Personal Shopper Programme

A proposal to run eKasi Enterprises' delivery of the Personal Shopper Skills Training & Support Programme on a single environment — recruitment, vetting, compliance, onboarding, mobile learning, attendance, engagement, mentorship, support, monitoring and sponsor reporting for up to 2,000 participants.

2,000
Personal Shoppers supported
9
Provinces, one environment
5 wks
To full programme capability
The programme, end to end
Tap a stage — every one of them lives in the same environment

The Challenge

What it costs to run a national programme for 2,000 people on spreadsheets, mailboxes and WhatsApp groups

Without a Programme Environment

📑

Candidate Data in Parallel Registers

Recruitment, compliance and training teams keep their own lists, so the same Personal Shopper is contacted three times for the same document

🖼️

Document Chasing Without End

Unreadable ID photos, outdated certification, missing signatures and combined images arrive by email and WhatsApp, and are rejected by hand

📉

Dropout Discovered Too Late

Disengagement only becomes visible in an attendance register weeks after the participant actually stopped taking part

📢

Rumour Beats Fact

Stipend and device expectations spread through group chats faster than any official clarification can reach the cohort

🧾

Reporting Rebuilt Every Month

Sponsor and management reports are reassembled by hand from separate sources, and audit preparation becomes a project of its own

VS

With skillSYMS

👤

One Participant Record

Application, compliance, learning, attendance, communications, support and mentorship on a single timeline per person

📸

Compliance Wallet with QA

Documents submitted from a phone, reviewed with standard reasons, and corrections requested automatically

🚦

Risk Before Dropout

Engagement scoring classifies each participant Active, Watch, At Risk or Intervention Required while there is still time to act

📌

An Official Source of Truth

Stipend, device and incentive facts published once and pushed to everyone affected, with acknowledgement recorded

📊

Reports From Live Data

Mobilisation, compliance, attendance, engagement and outcome reporting generated from the same records that run delivery

The operating pressures above are drawn from the Takealot RFP and from how programmes of this size typically run. Each will be confirmed — and corrected where we have it wrong — in the configuration workshop before build.

The Platform

A dedicated eKasi Enterprises environment inside skillSYMS — a programme operating system, not a conventional LMS

eKasi Enterprises Programme Environment
🧭

Mobilise

Recruitment, screening, vetting, compliance collection and onboarding

📱

Accelerate

Mobile-first learning journeys, Action Missions, live sessions and the knowledge hub

🧰

Grow

Customer tracker, sales journal, commission tools, campaigns and growth plans

🤝

Engage

Peer mentor circles, unified communications and the 24-hour support desk

📊

Measure

Baseline, engagement, outcomes, geography and sponsor reporting

🛡️

Control

Quality assurance, risk register, audit room and POPIA-aligned access

Programme Hierarchy

eKasi Enterprises Takealot Personal Shopper Programme 2026 Programme National Cohort Province Region / Community Training Group Peer Mentor Circle Personal Shopper

The same structure accommodates future eKasi programmes — mentorship circles, youth entrepreneurship, incubation, enterprise and supplier development, SMME and corporate ESD interventions — without procuring another system.

One Environment for Every Role

🛒
Personal Shoppers
👩‍🏫
Facilitators
🤝
Peer Mentors
🗂️
Recruitment & Compliance
🎧
Support Agents
📈
M&E Analysts
💼
eKasi Management
🏢
Takealot Sponsor

Proposal Scope

Twenty-four capabilities, configured around how this programme actually runs — from recruitment to programme closeout

Action Missions & Learning Journeys

Practical entrepreneurship development — the RFP asks for applied action rather than dense theory and portfolios of evidence

🎯

The Action Mission

A learning object built for behaviour change: learn the move, try it with a real customer, record what happened, reflect, improve

Part A: Learn the Move

🃏
3–7 Minute Learning Cards
💬
WhatsApp-Style Scenarios
🔢
Calculators & Checklists

Part B: Do It Today

🛍️
Real Customer Actions
📷
Evidence Is a Photo or a Number
⏱️
One Mission at a Time

Part C: Record & Improve

📝
What Happened?
📈
Growth Scorecard Updates
🤝
Mentor Sees the Result

Six Capability Journeys

💰

1 — Know Your Money

Commissions, margins, operating costs, customer money and profit planning, with a commission and profit calculator built in

🔎

2 — Find More Customers

Community networks, referrals, WhatsApp and Facebook marketing, and local customer acquisition

🛒

3 — Sell More

Upselling, basket optimisation, cross-selling, promotions and seasonal selling

🤍

4 — Deliver Trust

Delays, split orders, returns, refunds, stock problems and complaint handling with approved response scripts

📒

5 — Run It Like a Business

Customer records, sales tracking, daily routines, promotion planning and operating expenses

🚀

6 — Grow My Business

Target setting, monthly planning, customer retention, income goals and growth strategy

What a Mission Looks Like

Mission 03 — Three WhatsApp Status Campaigns

💬

A two-minute card on what makes a Status post convert: one product, one price, one clear instruction, posted at the hour your community actually buys.

Journey 2 — 60% complete

Do It Today

Post three Takealot promotions to your WhatsApp Status this week using today's framework. Note how many people reply and how many place an order.

Post 1 — posted Monday · 6 enquiries
Post 2 — draft ready, schedule for payday
Post 3 — plan for month-end

My Personal Shopper Growth Scorecard

Customers
72%
Marketing Activity
84%
Programme Engagement
92%

Next best action: separate business cash from personal cash before the next payday cycle.

Mission content, journeys and any Takealot-specific commercial rules are configured from material supplied or approved by eKasi and Takealot. The examples above illustrate the format, not approved programme content.

User Journeys

What the environment does for each person who touches the programme

Personal Shopper Experience

Apply, get onboarded, learn and grow the business — all from a phone

1

Apply From a Phone

Application, document photographs and the training agreement completed on a mobile, without a laptop or a printer

2

Know What Is Outstanding

The compliance wallet shows exactly which document is missing, why one was rejected and what to do about it

3

No Surprises About the Deal

Stipend, device and participation conditions are read and acknowledged before a place is accepted

4

Learn in Short Bursts

Learning cards, scenarios and calculators built for low data, with a track that fits around trading hours

5

Tools That Pay for Themselves

Customer tracker, sales journal and commission calculator turn the training platform into a working business desk

6

Help When It Is Needed

One support button, a mentor circle and an answer inside the programme's 24-hour response commitment

Facilitator Experience

Run weekday, evening and weekend groups without a paper register

1

Group at a Glance

Every participant in the track, their attendance, mission activity and outstanding onboarding items on one screen

2

RSVP and Smart Attendance

Session RSVP, learner check-in, facilitator confirmation and webinar records combined into one attendance status

3

Review Missions, Not Portfolios

See what participants actually did in the market this week and respond with short, practical feedback

4

Flag for Intervention

Raise a concern on a participant and hand it to the mentor circle or programme team with the context attached

5

Group Messaging With a Trail

Announcements and reminders in one place, recorded against each participant instead of scattered across chats

6

Facilitation Records Ready for Audit

Sessions, attendance and delivery records captured as they happen, not reconstructed afterwards

Peer Mentor Experience

A structured circle instead of an informal group chat

1

My Circle

The 20–30 Personal Shoppers assigned to the mentor, with engagement status on each

2

Who Needs Attention This Week

At-risk members surfaced automatically, with the reason and a suggested first action

3

Weekly Talking Points

Discussion guides and mentor resources issued from the approved programme content library

4

Log a Contact, Celebrate a Win

Mentor interactions and participant wins recorded on the record where the programme can see them

5

Escalate When It Is Beyond the Circle

One button hands the issue to a facilitator or the support desk with the history attached

6

Mentor Contribution, Measured

Coverage and participation reported automatically for programme and sponsor reporting

Programme Administrator Experience

Recruitment, vetting, compliance QA and onboarding in one queue

1

Work the Pipeline Stage by Stage

Screening, compliance collection, QA verification, selection and onboarding as distinct, measurable stages

2

QA Documents With Standard Reasons

Reject with one click — unclear image, missing signature, outdated certification — and the participant is told what to fix

3

Catch Duplicates and Conflicts

Duplicate applicants, incomplete applications and candidates on incompatible programme tracks surfaced before selection

4

Bulk Import, Bulk Contact

Candidate lists imported in standard formats, then contacted by cohort, province or compliance status

5

Run-Rate Against the Deadline

How many still to onboard, how many days remain, and whether the current rate will meet the date

6

Every Action on the Audit Trail

Approvals, rejections, overrides and communications recorded with who did what and when

Support Agent Experience

A single point of contact with a measurable 24-hour response SLA

1

One Queue, Properly Categorised

Login, access, document upload, training links, schedules, attendance and content queries in a single workflow

2

SLA Timers on Every Ticket

First-response and resolution clocks against the programme's 24-hour commitment, with overdue tickets highlighted

3

Full Context on the Ticket

The participant's compliance, attendance, communications and mentor history without leaving the ticket

4

Answers From the Truth Centre

Approved responses on stipend, device and programme policy, so every agent says the same thing

5

Recurring Problems Surfaced

Ticket categories and volumes show where the programme, not the participant, needs fixing

eKasi Management Experience

The national control tower for the whole programme

1

Command Centre

Target, applications, onboarded, active, compliance, attendance, at-risk and completion in one live view

2

Compare Provinces and Cohorts

Where engagement is holding, where dropout is building and where support load is concentrated

3

Risk and Intervention Tracking

Programme risks as operational objects with owners, signals and recorded interventions

4

Evidence for the Next Funder

Longitudinal outcome data that strengthens eKasi's next corporate, government and donor proposal

Indicative Screens

Illustrative interfaces populated with programme-style data — final layouts are confirmed during configuration

Programme Command Centre
Takealot Personal Shopper Programme · National · 2026
2,000
Programme Target
1,913
Onboarded
95.7%
Compliance Complete
1,786
Active This Week
126
At Risk
98.4%
Support SLA Met

Needs Attention

87 candidates need onboarding intervention Live
32 compliance documents expire this week This week
18 support tickets have passed 18 hours SLA watch
Eastern Cape shows elevated connectivity incidents 7-day trend
Candidate Pipeline
Recruitment & Vetting · All provinces
2,480
Invited
2,214
Application submitted
2,106
Initial screening
2,043
Compliance collection
1,987
QA verification
1,946
Selected & agreement
1,913
Onboarded
Run-Rate Forecast
Target remaining: 87 · Days remaining: 12 · Required per day: 8 Current 7-day average: 11
14 applicants flagged as possible duplicates or enrolled on a conflicting programme Review required
Compliance Wallet — QA Review
Compliance QA · Candidate PS-26-1174

Nomsa Dlamini · Soweto, Gauteng

Compliance status: 5 of 7 approved · 1 under review · 1 replacement required

Certified IDApproved
EEA1 FormApproved
Training AgreementApproved
CVApproved
Matric CertificateApproved
Highest QualificationUnder review
Unemployment AffidavitReplacement required
Personal Shopper — Mobile Home
Nomsa Dlamini · Soweto Circle 07

My Journeys

2 — Find More Customers 60%
1 — Know Your Money 100%

Open Missions

Mission 03 — WhatsApp Status posts 14 Sep
Mission 05 — True weekly profit 18 Sep

My Business This Week

New customers +4
Follow-ups due 7

Next Session

Saturday track · Sell More RSVP
Data-free lite version Available
Peer Mentor Circle
Soweto Circle 07 · 26 members
19
Active
4
Watch
3
At Risk
This Week
Talking point — handling a delayed split order Discussion guide ready
3 members have not logged in for 7 days Contact suggested
Learner win — 11 new customers from one Status campaign Share with circle
Support Desk
Single point of contact · 24-hour response SLA
142
Open Tickets
4.2h
Median First Response
18
Past 18 Hours
98.4%
Within SLA

Top Categories This Week

Cannot log in / password reset38 tickets
Document upload failed27 tickets
Session link not working21 tickets
Stipend question — routed to Truth Centre answer19 tickets
M&E and Sponsor Reporting
eKasi Enterprises · Takealot sponsor view

Onboarded: 1,913 of 2,000 | Compliance: 95.7% | Active this week: 1,786 | Mentor coverage: 97% | Data confidence: 86% verified

Cloud-Native Architecture

Built for mobile devices, unstable networks and national scale on Cloudflare's edge

Experience Layer

Mobile Web / PWA
Lite & Offline Mode
Administrator Console
Sponsor & Audit Views

skillSYMS Programme Core

Participant Records
Candidate Pipeline
Compliance Wallet
Roles & Scope

Engagement & Impact Layer

Engagement Scoring
Dropout Early Warning
M&E & Baseline Engine
Geographic Analytics

Services Layer

Email · SMS · WhatsApp
Support Desk & SLA
Document Processing
Scheduled Reporting

Data Layer

Cloudflare D1
Cloudflare R2
KV & Queues
Backup & Retention

Cloudflare Edge Infrastructure

Cloudflare Pages
Cloudflare Workers
Global CDN
DDoS Protection

Why It Matters for This Programme

📶

Low-Data by Design

Text-first content, compressed media and cached programme information for participants paying for every megabyte

🔄

Works Through Interruptions

Cached content and queued submissions survive network drops and power interruptions, syncing when signal returns

🔒

POPIA-Aligned Security

Encryption in transit and at rest, protected document storage, role-based access and full audit logs

Scales to the Cohort

2,000 Personal Shoppers today, with no ceiling on user numbers — and room for eKasi's next programme on the same instance

🌍

Fast Everywhere

Edge delivery from hundreds of locations, so a participant in Limpopo gets the same experience as one in Cape Town

🔁

99.9% Uptime Target

Managed hosting, monitoring and disaster recovery included in the platform service

True network-level zero-rating or data-free access remains subject to the technical and commercial arrangements of the applicable telecommunications providers, and should be confirmed separately before being represented as guaranteed.

Implementation Plan

Parallel workstreams, because the incoming cohort has to be mobilised immediately

Enhancement continues after week five without interrupting active programme delivery — the environment is released progressively, not in a single big-bang cutover.

Commercial Model

Priced per instance, not per user. One eKasi Enterprises instance carries an unlimited number of participants, facilitators, mentors and administrators. All amounts exclude VAT.

No cap on users

Onboard 2,000 Personal Shoppers or 20,000 — the licence is for the instance. The three choices below are how fast you go live, how you pay the establishment fee and how long the licence runs.

Step 1 — Choose your go-live date

Identical scope in all three. What changes is how many workstreams run at once, and therefore the establishment fee.

Step 2 — Choose how you pay the establishment fee

Each instalment is due within 7 days of its milestone. There is no financing charge on any structure — fewer instalments simply means more cash up front.

Step 3 — Choose your licence & support term

Licence, hosting and support are billed monthly in advance. A longer commitment lowers the monthly rate.

Terms run from production go-live. At the end of a term the licence renews at the prevailing rate for the elected term length, or continues month to month.

Licence, Hosting & Support — Unlimited Users

R29,900/month

5 Weeks to Go-Live

Three to four workstreams running at a time.

💰

Year One

Establishment plus twelve months of licence and support.

Implementation Plan

Editions Compared

Identical platform, identical licence, unlimited users in all three — the difference is the date you go live

Quoted Separately

Deliberately excluded from the platform price so the core cost stays clear

Additional participants

Nothing to quote — the licence is per instance, so participant numbers never change the price

Additional eKasi programmes

Run on the same instance at no additional licence cost; new programme configuration is quoted only where it needs bespoke work

Bulk SMS

Charged on actual messaging volume and gateway pricing

WhatsApp Business messaging

Charged on applicable Meta / provider conversation or template charges

Network zero-rating

Subject to technical feasibility and telecommunications-provider commercial arrangements

Bespoke software development

Quoted where requirements fall outside standard configuration

Complex third-party integrations

Quoted after technical discovery, including any Takealot data integration

Extensive data cleansing

Standard import is included; large-scale historical cleansing or transformation is quoted separately

Learning content development

Curriculum authoring, graphic design and video production are not included unless specifically contracted

On-site resources

Travel, accommodation, venues, hardware and field personnel are excluded unless separately agreed

Where further cost optimisation is required, the core programme-control infrastructure can stay intact while discretionary items are phased: use standard workflows rather than bespoke development, use eKasi's own facilitation and administration teams, phase the advanced business toolkit and third-party integrations, favour text and image microlearning over video production, configure WhatsApp selectively to manage message charges, and use sponsor dashboards instead of bespoke manual monthly reports.

Who Does What

eKasi owns the programme and the human delivery team; eduSYMS owns the platform that carries it

eduSYMS / skillSYMS

  • Cloud platform and environment hosting
  • Platform configuration and system workflows
  • Software maintenance and platform security
  • Platform onboarding and administrative-user training
  • Technical support
  • Standard dashboards and agreed reporting tools
  • Agreed programme-specific configuration

eKasi Enterprises

  • Programme ownership and implementing-partner obligations
  • Recruitment personnel and candidate selection decisions
  • Physical verification where required
  • Training personnel, facilitators and mentors
  • Programme content approval
  • Participant support personnel and operational delivery
  • Takealot stakeholder management and programme-specific compliance decisions

eduSYMS can provide additional implementation or managed services where agreed separately.

Assumptions & Clarifications

Stated up front so the commercial basis is unambiguous

Commercial assumptions

  • The Takealot 2026 cohort is 2,000 participants; the licence places no cap on user numbers
  • The programme is principally digitally delivered
  • eKasi remains the implementing organisation and provides the human delivery team
  • Programme content and Takealot-specific rules are supplied or approved by eKasi / Takealot
  • Standard platform configuration is covered; major bespoke development is separately scoped
  • Standard data import formats will be supplied
  • Third-party messaging charges are excluded
  • True telecommunications zero-rating is subject to external provider approval
  • Any direct Takealot API integration requires Takealot technical approval and documentation
  • POPIA and data-processing responsibilities are formalised in the relevant agreements

RFP clarification to raise with Takealot

The RFP describes the incoming cohort as 2,000 Personal Shoppers, but the section dealing with mandatory compliance documentation refers to a 500-person cohort.

For pricing purposes this proposal assumes the platform must support the full 2,000-person cohort. eKasi should ask Takealot to confirm whether the complete compliance-document bundle applies to all 2,000 participants or to a specific 500-participant subset.

The answer may materially affect eKasi's human-resource and administration cost. It does not materially affect the proposed platform capacity.

Commercial pricing is valid for 30 days from the date of proposal unless otherwise agreed, and final terms remain subject to approved scope, SLA, implementation schedule, data-processing agreement, third-party integration requirements and final programme requirements.

Value & Impact

What changes for eKasi, for the Personal Shoppers and for Takealot

👤
1 Record
Per Participant, End to End
⏱️
Days → Minutes
To Produce a Sponsor Report
🚦
Before Dropout
Disengagement Surfaced Early
📱
Mobile-First
Low-Data, Offline-Friendly
🏛️
Audit-Ready
POPIA-Aligned, Always Assembled
♻️
Reusable
Infrastructure for Future Programmes

The objective is not to be able to say "2,000 people were trained."

It is to be able to say: "2,000 entrepreneurs were individually tracked, supported and developed — and we can demonstrate what changed."

That distinction creates value for Takealot today and strengthens eKasi Enterprises for every enterprise-development partnership that follows. Where participant data can be independently verified through Takealot or another authorised source, outcomes can also be classified by evidence quality — self-reported, platform-observed or verified.

Ready to Put the Whole Programme in One Environment?

The next step is a configuration workshop with the eKasi programme, recruitment, compliance and training teams to confirm the pipeline, compliance requirements and delivery tracks

Questions? Contact our team

📧 [email protected] 📞 012 881 7331