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Go-Live Process
Go-Live Procedure
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Go-Live Procedure
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Go-Live Procedure
Pre-Launch Checklist
Phased Rollout Strategy
Phase 1: Internal Testing
Phase 2: Limited Beta
Phase 3: Expanded Beta
Phase 4: Full Launch
Operational Readiness
Support Procedures
Monitoring
Reporting
Communication Plan
Compliance Maintenance
Post-Launch Review
FinHub Support
Go-Live Process
Go-Live Procedure
Final steps before launching your integration
Go-Live Procedure
This guide outlines the final steps and best practices for launching your FinHub integration to your customers.
Pre-Launch Checklist
Before launching your integration to customers, complete this checklist:
Production environment is fully configured
All critical paths have been tested in production with test accounts
Customer support team is trained on financial operations
Operational procedures are documented
Monitoring and alerting systems are active
Incident response plan is in place
Compliance requirements are fully implemented
User documentation is complete
Backup and disaster recovery procedures are tested
Phased Rollout Strategy
We recommend a phased approach to launching your integration:
Phase 1: Internal Testing
Test with internal employees or stakeholders:
Conduct end-to-end testing with real transactions
Document any issues and resolve them
Refine operational procedures
Phase 2: Limited Beta
Launch to a small group of trusted customers:
Select 10-20 customers for initial access
Provide enhanced support during this phase
Collect feedback and make necessary adjustments
Phase 3: Expanded Beta
Increase the user base gradually:
Expand to 100-200 customers
Monitor system performance under increased load
Continue collecting feedback and optimizing
Phase 4: Full Launch
Open access to all customers:
Remove access restrictions
Implement standard support procedures
Begin regular operational cadence
Operational Readiness
Ensure your team is prepared for ongoing operations:
Support Procedures
Document procedures for common customer inquiries:
Account verification issues
Transaction failures
Balance discrepancies
API integration questions
Monitoring
Implement monitoring for:
API availability and response times
Transaction success rates
Account creation completion rates
Verification process completion rates
Reporting
Establish regular reporting on:
Transaction volumes and values
Customer onboarding metrics
API usage patterns
Error rates and common issues
Communication Plan
Develop a communication plan for:
Pre-launch Announcements
: Inform customers about upcoming financial features
Launch Notifications
: Announce availability of new financial services
Issue Communications
: Templates for communicating service disruptions
Regular Updates
: Schedule for communicating new features and improvements
Compliance Maintenance
Establish procedures for ongoing compliance:
Regular review of KYC/AML procedures
Audit logs maintenance
Regulatory reporting schedules
Compliance officer responsibilities
Post-Launch Review
Schedule a post-launch review 30 days after full launch:
Analyze performance metrics
Review customer feedback
Identify optimization opportunities
Plan feature enhancements
FinHub Support
Throughout your go-live process, FinHub provides:
Technical implementation support
Operational guidance
Compliance advisory
24/7 critical issue response
Contact your account manager or
support@finhub.com
for assistance during your launch.
Production Setup
Assistant
Responses are generated using AI and may contain mistakes.