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Who this is for

• Owner: validates business outcomes, risk, and go-live decision.
• Admin: structures organization, teams, and access.
• Developer: implements API and webhook integration.
• Finance: owns reconciliation and month-end close.
• Support: handles incidents and customer communication.

Recommended path (execution order)

1. 11) Run the quickstart

   Follow End-to-end quickstart to validate the full flow with test data.

2. 22) Map personas and ownership

   Formalize ownership using Personas and journeys before increasing volume.

3. 33) Implement security baseline

   Complete Security baseline for secrets, access, and auditability.

4. 44) Close launch criteria

   Use Go-live checklist to move from test to live without ambiguity.

Process map

Exit criteria for this phase

This section is complete when:

• checkout -> webhook -> reconciliation is validated in test.
• Roles and permissions are assigned with least privilege.
• Incident runbooks have been exercised by support.
• A rollback path exists for production changes.