Operational processes optimization
Create clear ownership, playbooks, and workflows that keep payments operations reliable.
Typical call: 25 minutes.
- Process map and ownership
- Incident response playbooks
- Dispute and payout workflows
- Escalation and SLA map
- Reporting cadence
What you will get
A resilient operating model with clear ownership and playbooks.
1. End to end process map
A clear map of payment flows, owners, and handoffs across teams.
2. Incident and dispute playbooks
Defined steps for outages, disputes, refunds, and payout failures.
3. Escalation and SLA ownership
Who owns each issue, escalation paths, and response expectations.
4. Reporting cadence
A weekly and monthly reporting cadence tied to payment health.
5. Continuous improvement backlog
A prioritized list of operational improvements for the next quarter.
How the engagement works
A focused engagement to stabilize operations and improve reliability.
Week 1. Process discovery
Document current workflows, owners, and recurring operational issues.
Week 2. Playbook design
Define playbooks for incidents, disputes, and payout failures.
Week 3. Ownership and escalation
Align owners, SLAs, and escalation paths across teams.
Week 4. Handoff and reporting
Deliver reporting cadence and improvement backlog with owners.
Example outcomes
Operational improvements teams typically see.
- Faster incident response with clearer ownership.
- Lower payout failure rates through consistent workflows.
- Improved visibility into operational risks and bottlenecks.
- Less time spent on escalations and manual follow ups.
What we need from you
A short checklist to get started.
- Current operational workflows and owners.
- Recent incident and dispute examples.
- Payout and reconciliation processes.
- Key operational metrics and reporting cadence.