Payments support from review through launch.

Processing Cost Review

Am I paying too much? I'll review your payment processing statements and explain, in plain English, what you're paying and why. I'll look for unnecessary fees, pricing issues and opportunities to reduce your processing costs.

What I review: Processing statements, effective rate, processor markup, interchange and fees, pricing structure and potential savings opportunities.

Processor Pricing & Negotiation

Can I get a better deal? I'll help you understand whether your current processing costs are competitive and, when appropriate, help you negotiate better pricing and terms with your existing provider or evaluate alternatives.

This can include: Pricing comparisons, contract and fee review, processor negotiations and alternative provider evaluation.

Payment Provider Advocacy

Need someone on your side? You don't have to navigate payment pricing, contracts or processor issues alone. I can represent your business's interests when working with payment providers, helping you understand your options, negotiate pricing and terms, resolve issues and evaluate alternatives when your current provider isn't meeting your needs.

This can include: Processor communications, pricing and contract discussions, issue resolution, provider comparisons and support during processor changes.

Payment Process Review

Is my payment setup working for my business? I'll look at how your business accepts, processes, refunds and reconciles payments and identify opportunities to make the process easier, more efficient and potentially less expensive.

What I can review: Payment acceptance, approval performance, recurring payments, refunds, chargebacks, settlement and reconciliation.

Processor & Payment Technology Selection

Do I have the right processor or technology? Whether you're evaluating a new payment processor, terminal, POS solution or other payment technology, I'll help you compare your options and determine what makes sense for your business, not what a vendor wants to sell you.

This can include: Processor evaluation, payment technology, terminals and devices, integrations, capabilities, costs and vendor comparisons.

Product Strategy & Roadmap

What should we build next — and why? We translate business goals, customer needs, market opportunities and operational constraints into a clear payments product strategy and prioritized roadmap.

Requirements & Solution Definition

How do we turn the opportunity into something teams can actually build? We define business and product requirements, payment flows, use cases, dependencies and success criteria to create a clear path from concept to execution.

Prioritization & Product Decisions

Where should we invest our time and resources? We evaluate opportunities, dependencies, customer impact, business value and technical complexity to help teams make informed product decisions and trade-offs.

Vendor & Partner Strategy

Should we build, buy, or partner — and with whom? We help evaluate payment processors, technology providers, platforms and partners against product requirements, capabilities, economics, integration needs and long-term strategy.

Business Case & Initiative Definition

Is this payments initiative worth pursuing? We help define the opportunity, expected value, costs, risks, dependencies and success measures needed to support investment decisions and stakeholder alignment.

Executive & Stakeholder Alignment

How do we get everyone aligned around the direction? We turn complex payment initiatives into clear recommendations, decision frameworks and executive-ready materials that help product, technology, operations, finance and leadership move forward together.

Payment Experience & Integration Delivery

Need to build a payment experience that works seamlessly from the customer interface through processing? We help define and deliver compliant payment experiences across front-end UI/UX, payment flows, APIs, gateways, processors and backend integrations.

Payments Initiative Execution

Need experienced support to move a payment initiative from requirements to delivery? We provide hands-on product leadership across requirements, development, testing, issue resolution and cross-functional execution.

Launch Readiness & Optimization

Are we ready to launch—and support the product once it’s live? We coordinate operational readiness, partner dependencies, testing, launch activities and post-launch optimization.

Payment Operations Model Design

How should our payment operations function as we grow? We design scalable payment operating models, defining roles, responsibilities, processes, controls and ownership across the payment lifecycle.

Payment Workflow Optimization

Where are our payment processes creating unnecessary complexity or inefficiency? We evaluate payment workflows and identify opportunities to streamline processes, reduce manual effort, improve controls and create more efficient operations.

Vendor & Processor Management

Are we getting the performance and support we need from our payment partners? We help establish effective operating models for processors and payment partners, including governance, escalation paths, performance management and ongoing coordination.

Operational Readiness & Launch Support

Are our operations ready to support a new payment product or capability? We prepare teams for launch by defining workflows, ownership, controls, support processes, partner coordination and escalation procedures.

Payment Issue & Exception Management

How do we resolve payment issues faster and prevent recurring problems? We establish structured processes for identifying, escalating, resolving and tracking payment exceptions and operational issues.

AI Opportunity & Use-Case Strategy

Where can AI create meaningful value in our payments business? We identify practical AI opportunities across payment products, operations and customer experiences based on business value and feasibility.

Payments Workflow Automation

Which payment processes could AI make faster or more efficient? We identify opportunities to automate manual work, improve decision support and streamline payment workflows.

AI Roadmap & Pilot Planning

How do we move from an AI idea to something we can actually test? We define focused use cases, controls, success measures and pilot plans to help teams test AI responsibly before scaling.

Fractional Product Leadership

Need experienced payments product leadership without adding a full-time role? We provide senior product leadership to establish direction, prioritize initiatives, align stakeholders and keep critical payment work moving.

Interim Product Management

Need someone to step in and own a payment initiative? We provide hands-on product management for defined initiatives, temporary coverage or periods when your team needs additional capacity.

Payments Program & Partner Leadership

Need someone to coordinate the teams and partners behind a complex payment initiative? We lead cross-functional execution across product, engineering, operations, compliance, processors, vendors and other partners.