Framework for Online Payment Integration


Recently, I used Heptabase (a visual learning tool) to organize my payment integration experience into a framework with two parts.Part A — Before Integration: How a product manager can clarify objectives and align with key stakeholders such as Business, Legal, Engineering, and Finance & Accounting.
Part B — After Integration: How to continuously optimize the payment domain, focusing on metrics like conversion rate and processing cost.

This framework is designed to help think systematically. The implementation details will vary based on the company’s strategy and requirements.

I hope this framework serves as a practical reference for anyone exploring the payments domain. Feedback and ideas for improvement are always welcome, as this framework is meant to evolve with new learnings.


PS:

  1. Browsing the framework doesn’t require subscribing Heptabase nor downloading its app. Simply opening the link and tapping the “Open whiteboard”.
  2. For Heptabase subscribers, you can use “Chat” feature to discuss the framework with LLM (screenshot below).



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