What was in the way
The online training platform's payments and subscription renewals needed to be reworked.
A payment doesn't end when it's collected. It carries through to the accounting entry, the month-end reconciliation, the email to the member and the customer service reply.
What we did
We reworked the mechanisms one by one, starting with the ones that cost the most. No big rebuild. We clarified the data, the processes and who is responsible for what.
The work covered accounting reconciliation, transactional emails, automations, security and infrastructure. It meant working with the platform's developers, accounting, customer service and communications.
Where things stand
Every sale approved by the payment provider is recorded on the platform, checked transaction by transaction.
More than a year of work, delivered and closed in September 2026.
