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This step-by-step guide that outlines the 5 core “milestones” to implement the PayFac into one of the Quilt subsidiaries. The intent is to provide stakeholders at each company with a roadmap of everything that’s needed to go live. It’s a living document which means the pages are subject to change and some information may be missing or added later.
This document is managed by Ty Clement. If content is missing or if you have a question about something you’ve read, please feel free to reach out. If you have any other questions, please direct them to the Quilt Payments team.
This call should be set with stakeholders from your company to establish key metrics like: timelines, feature requirements, available resources, and other important details to ensure a smooth launch.
After the Kick-Off Call, all participants should receive a follow-up email with next steps.
| Stakeholders | Development |
|---|
It can be helpful when starting Quilt Payments to have some background on the payment ecosystem and the resources available as you begin implementation.
| Sales | Experience | Stakeholders | Marketing | Development | Billing/General |
|---|
The first step in integrating the PayFac is to create and log into the Payment Portal.
| Stakeholders | Marketing | Development |
|---|
The Marketing department should create and submit all necessary design assets which will be used on landing pages, the terminal screen, automated emails, and more.
| Marketing |
|---|
Development and QA has been completed and certified.
| Stakeholders | Development |
|---|
As development begins to wrap up, ****Sales and Marketing should start to finalize sales strategy.
| Sales | Stakeholders | Marketing |
|---|
As development nears completion each merchant-facing team should complete payment-related trainings.
| Sales | Experience | Stakeholders | Marketing | Development | Billing/General |
|---|
Convert the merchant-facing documentation into your company’s knowledge base.
| Experience | Stakeholders |
|---|
The final milestone before going live is identifying and launching a successful group of early adopters.
| Experience | Stakeholders | Development |
|---|
Clean up any remaining items, implement any required feedback from beta, and work with stakeholders to set launch date.
| Sales | Experience | Stakeholders | Marketing | Development | Billing/General |
|---|
Your key stakeholders should come prepared to present on payments attach rate, loss reasons, and any hurdles or feedback received in that time.
| Sales | Experience | Stakeholders | Marketing | Development | Billing/General |
|---|