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.