9 tracked steps replace the invisible inbox project
Contracts, company profile, merchant data, partner register, credentials, service configuration, training, parallel testing, and go-live — all in one workspace.
Platform Module
Replace inbox-driven implementation with a 9-step tracked path from contract to go-live
Every ISO knows the cost of onboarding that disappears into email chains. The onboarding workspace replaces that with 9 defined steps — contracts, company profile, data, credentials, service setup, training, parallel testing, and go-live — all tracked in one visible workspace with evidence and sign-off at each stage.
Without structure, onboarding depends on one person remembering everything
Documents get buried in email, credentials arrive late, training gets skipped, and go-live feels improvised. The workspace makes every step visible and accountable.
8 service components are reviewable before go-live
CRM, commission reporting, broker tools, statement analysis, PCI workflow, knowledge bot, branding, and operational workflows can all be signed off in context.
Training, testing, and readiness are evidenced — not assumed
The later stages cover training completion, parallel testing with 2 clean months, readiness checklist confirmation, and formal handover.
9-step path
Next action visible
The 9 Steps
From signed contracts to live use in a structured workspace
01–02
Contracts, company profile, and ID documents
The workspace starts with contracts and company detail — including the nominated onboarding contact. No chasing this information through email later.
03–05
Merchant data, partner register, and acquirer credentials
The operating inputs Valtura needs are gathered through dedicated steps instead of scattered inbox requests. Each step tracks progress and evidence.
06–07
Service configuration and team training
8 service components are reviewed and signed off: CRM, commission reporting, broker tools, statement analysis, PCI workflow, knowledge bot, branding, and operational workflows.
08–09
Parallel testing (2 clean months) and go-live handover
Clean testing cycles, discrepancy tolerance, readiness checklist, director sign-off, and formal account handover — go-live is evidenced, not assumed.
Readiness
What gets signed off before live use
9
tracked steps
8
service components
2
target clean months
8
go-live readiness checks
8 service components signed off in context
CRM, commission reporting, broker tools, statement analysis, operational workflows, PCI workflow, knowledge bot, and branding — each reviewed before go-live.
Training tracked with named participants
Training modules, participant names, and completion acknowledgement stay attached to the onboarding record. No guessing who has been trained.
2 clean months of parallel testing
The workspace records clean months achieved, discrepancy counts, tolerance levels, and whether the ISO has met the bar for sign-off.
Go-live readiness: 8 checks before handover
Training, data feeds, commission validation, permissions, director sign-off, and handover readiness — all evidenced before the account goes live.
Why It Matters
Structured onboarding creates value across the business
Repeatable delivery at scale
A consistent onboarding structure makes it possible to scale implementation quality across multiple ISOs without adding headcount.
No more hidden implementation delays
Step status, evidence, and sign-off are visible in the workspace — not buried in inboxes or private trackers that nobody else can see.
A clearer experience for the ISO being onboarded
The ISO has a defined workspace, a named onboarding lead, and a clear sense of what happens next at each step.
Go-live confidence backed by evidence
2 clean months of parallel testing, 8 readiness checks, and director sign-off make the move into live use planned and defensible.
See the 9-step onboarding workspace in the live portal
We can walk through the step sequence, review states, service sign-off, testing workflow, and go-live readiness exactly as it appears in the portal.