Benefits in a Card Implementation Transition

Last updated: January 29, 2026

Ongoing Partnership Structure

Your Finch Team

Developer Success Engineer: Julio Menard

  • Your dedicated technical partner and extension of your team who ensures smooth implementation and ongoing integration health

  • Provides hands-on support through recurring check-ins or on-demand assistance via email

Account Manager: Mikayla Good

  • Your strategic relationship lead who manages contract matters and helps align the partnership with your business objectives

  • Available via email and scheduled calls

Technical Support Team: developers@tryfinch.com

  • Expert engineering support for troubleshooting, problem resolution, and technical escalations

  • Accessible through email and the customer portal

Your Team Contacts

Primary Technical Contacts:

  • Gary, IT Director

  • Ivan, main developer

Business Stakeholders:

  • Carl, CEO

Value Measurement Framework

Contract Overview

  • Products included in Contract: Organization, Payroll, Deductions

  • Contracted Connections: 25

  • Current Usage: 3

Key Values Identified in the Kickoff Call

  • Increase/Unlock the number of integrations offered

    1. Decrease the time to stand up integrations

  • Reduce Engineering workload

  • Revenue Impact: Connection value

Success Metrics Dashboard

To be reviewed in recurring business calls

Metric

Baseline

Current

Strategic Priorities (Next 6 Months)

Next Steps & Action Items

  • Identify next customers to connect

  • Schedule next call

  • Achieve [X] production connections

Recurring Engagement Schedule

Business Review Calls

  • Cadence: [Quarterly/Annually]

  • Day: [Day of week]

  • Time: [Time and timezone]

  • Participants: [Account Manager, key stakeholders]

Technical Check-ins

  • Cadence: [Weekly/Bi-weekly/Monthly]

  • Day: [Day of week]

  • Time: [Time and timezone]

  • Participants: [Developer Success Engineer, technical team]

Key Resources