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Integration Manager by Mind Map: Integration Manager
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Integration Manager

Initial questions/notes

Who are new merchants added by at the moment? Sales? Accounts?

Support do at the point that integration starts

Checks should include sub-checks. E.g. "metrics tracking" might be a sub-task of "tracking"

Notes should tie down to individual tasks

Notes should be flagged for follow-up

Clear them manually to say they've been followed up

Meet with Saf

Tabular view for all integrations

My integrations

All integrations

Custom report

Overview page for each integration

Summary info at the top

Details on each of the checks


Elements from existing project/CRM tools might work well