Payment Gateway Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Payment Gateway Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Payment Gateway related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Payment Gateway specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Payment Gateway Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Payment Gateway improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. How can the financial system improve interoperability, transparency and security while promoting infrastructure development that fosters innovation and keeps market entry barriers low?

  2. How can the financial system provide consumers and merchants with more value, convenience and confidence to drive the adoption of cashless payments and to progress financial inclusion?

  3. What changes, if any, need to be made to regulatory and oversight responsibilities in light of evolving ownership patterns and heightened operational complexities and risks?

  4. What if some online payment processors also assist merchants in corresponding areas as fraud protection, customer service, data analysis, and international expansion?

  5. Have you identified the decision makers at your business who need to be influenced and persuaded in order to implement the change from checks to electronic payments?

  6. What happens if your credit card payment is rejected, either because you entered the credit card details incorrectly or because of insufficient funds?

  7. If a breach occurs in a system using tokenization, how does it affect the merchant and the payment gateway/tokenization solution provider?

  8. Is there any plan or thought by your organization to switch Participants from absorbed pricing to a passing convenience fee pricing model?

  9. What if the website or payment gateway was down during the forensic investigation, would a disaster recovery declaration be appropriate?

  10. Can vendor charge any convenience fee when using your organizations prescribed payment gateway/portal for processing the transaction?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Payment Gateway book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Payment Gateway self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Payment Gateway Self-Assessment and Scorecard you will develop a clear picture of which Payment Gateway areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Payment Gateway Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Payment Gateway projects with the 62 implementation resources:

  • 62 step-by-step Payment Gateway Project Management Form Templates covering over 1500 Payment Gateway project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Where your organization engaged an expert, was the contract awarded in compliance with procurement regulations?

  2. Source Selection Criteria: How can solicitation Schedules be improved to yield more effective price competition?

  3. Activity List: How can the Payment Gateway project be displayed graphically to better visualize the activities?

  4. Procurement Management Plan: Have activity relationships and interdependencies within tasks been adequately identified?

  5. Initiating Process Group: Are there resources to maintain and support the outcome of the Payment Gateway project?

  6. Project or Phase Close-Out: Which changes might a stakeholder be required to make as a result of the Payment Gateway project?

  7. Procurement Audit: Are the right skills, experiences and competencies present in the acquisition workgroup and are the necessary outside specialists involved in part of the process?

  8. Scope Management Plan: Are there any windfall benefits that would accrue to the Payment Gateway project sponsor or other parties?

  9. Project Portfolio management: How do organizations re-align portfolio when strategic objectives change?

  10. Source Selection Criteria: What are the steps in performing a cost/tech tradeoff?

 
Step-by-step and complete Payment Gateway Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Payment Gateway project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Payment Gateway project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Payment Gateway project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Payment Gateway project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Payment Gateway project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Payment Gateway project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Payment Gateway project with this in-depth Payment Gateway Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Payment Gateway projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Payment Gateway and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Payment Gateway investments work better.

This Payment Gateway All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.