Journey

Implementation

Eight steps to success powered by pre-built templates and checklists.

1. Engage and discover

In one or more introductory stakeholder sessions, we define objectives, scope, stakeholders, roles, accountabilities, timelines and phases for your project.

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What to expect

• Baseline scope and complete high-level project plan for MVP
• Identify team members
• Choose project collaboration tools
• Schedule governance calls
• Create risk register

Key outcomes

• Project is baselined
• Scope and schedule are defined
• Governance is established
• Business objectives are defined and prioritized
• MVP requirements are defined and prioritized
• Self-learning through Zafin University commences

Benefits

• Get to know your project team
• Finalize resource plan to meet project objectives
• Set up project collaboration and governance framework
• Increase knowledge and understanding of Zafin solution

Elaborate

2. Elaborate

In one or more collaborative sessions, we elaborate and baseline requirements, perform a fit-gap analysis and complete a readiness assessment.

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What to expect

• Finalize scope and project plan for MVP
• Establish architectural baseline

Key outcomes

• Requirements are baselined
• Fit-gap assessment is complete
• For identified gaps, resolutions are defined and scheduled
• Readiness assessment is complete

Benefits

• Scope is finalized
• Solution design is complete
• Project plan is baselined

3. Educate

Project team leverages Zafin University’s role-based self-learning and assisted-learning modules to increase knowledge and build confidence.

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What to expect

• Interactive walkthrough of the Zafin solution’s features and functionalities
• Questions about configuration and usage answered by subject matter experts

Key outcomes

• Team gains comfort with Zafin product concepts, including login, navigate, save, workflow approvals, online help, and more
• Team knows how to map use cases to business configurations in the Zafin solution
• Team can configure products, prices and offers using the Zafin solution

Benefits

• Increased overall familiarity with the Zafin solution
• Hands on ability to configure products, prices and offers using the Zafin solution
• Ability to map business use cases to solution capabilities
• Clear understanding of data and integration requirements
• Help to identify additional value-add use cases for the bank

4. Connect

Establish connectivity to Zafin’s cloud environment so members of your team can access the Zafin solution for configuration and processing.

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What to expect

• Collaborative sessions with the Zafin Cloud operations team to establish connectivity
• Exchange of technical information, including IPs to be whitelisted, public/private keys, encryption mechanisms, role names, and more

Key outcomes

• Team can access Zafin’s solution via a local browser
• Team can send and receive data for processing
• Your channel applications can invoke Zafin APIs to send and receive data in real time
• Team can access Zafin solution using your authentication and authorization mechanisms

Benefits

• Secure access to Zafin’s cloud solution

Implementation

5. Configure

Solution is configured to meet your MVP business requirements.

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What to expect

• Interactive sessions to review possible configurations and ensure requirements are met in the optimal way
• Questions from the Zafin team to clarify any remaining nuances and ensure the solution is configured correctly

Key outcomes

• Solution is fully configured and functional per your business requirements (not in production)
• Data flows in and out of the solution are tested and validated for processing accuracy

Benefits

• See and interact with the Zafin solution which is configured to meet your business requirements
• Functional data communication allows team to review and fine-tune the solution

Detailed invoice status

6. Test

Acceptance testing team tests solution end-to-end.

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What to expect

• End-to-end integration and functional tests to ensure solution meets requirements
• Testing to validate accuracy of incoming and outgoing data exchange between solution and designated systems
• Collaborative sessions with Zafin to understand test outputs and define remediations

Key outcomes

• Acceptance testing ensures solution meets your MVP requirements
• Solution is tested with actual customer data flowing in and out of designated applications

Benefits

• Clarity on fit between solution, upstream and downstream systems, and operational processes
• Use cases are validated and results verified

7. Go live

Solution is deployed in production and available for use.

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What to expect

• Review go-live checklists with Zafin cloud operations team to ensure readiness

Key outcomes

• Tested and validated solution is in production and available for use
• Products, pricing and offers are executed on the Zafin platform
• Any remaining defects and gaps are identified and prioritized for resolution

Benefits

• Deliver compelling products, prices and offers to market
• Leverage dynamic pricing, micro-segmentation and personalization capabilities
• Provide bank customers with more robust and accurate product, pricing and offer information

Reduce Conduct Risk

8. Use, Iterate, Execute

Solution is fine-tuned with additional opportunities identified plus business lines, product areas and use cases added on an iterative basis.

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What to expect

• Collaborate closely with client success manager to identify incremental opportunities in new business lines and product areas, and to define new use cases for launch in iterative sprints

Key outcomes

• Solution is fully utilized across the bank
• Solution is increasingly relevant with new use cases coming online

Benefits

• Expanded market impact with deployment of incremental use cases
• Faster time to market for new product, pricing and offer strategies
• Decreased reliance on legacy systems
• Implementation driven by the business rather than IT