Review the existing setup and define together how to transfer or integrate existing processes with the LYNKS platform. With documentation of the flows, signature rights, user and platform configurations, decisions made, and feasibility analysis at the LYNKS level.
Finologee appoints one or more delivery managers to each project. This staff member will act as the central contact for project implementation on Finologee’s end and drives the project forward. Some clients choose to rely on external consultants for internal project definition and management.
A full set of legal and operational standard documents is provided by Finologee, covering business, technical and liability aspects, as well as GDPR, operational, financial industry and outsourcing-specific topics. This kit serves as a starting point for discussions and is reviewed by the client’s experts.
Given the critical level of payment tools and processes, a thorough project management process with multiple testing steps and validations is carried out to ensure efficient and secure implementation and management.
At the end of the deployment process, after all tests have been finalised, Finologee provides comprehensive delivery documentation, signed-off by the client. From this moment on, Finologee takes over customer support and account management.
Tip: Some of our clients choose to deploy the LYNKS platform gradually for the management of their payment flows: They start with a specific payment context for instance, e.g. supplier payments or daily account balance retrieving, and then transfer other payment flows to LYNKS step by step.