Chargeback Management Software ImplementationWhat Happens After You Sign on the Dotted Line?
Chargeback Management Software Implementation: What to Expect for Small, Medium, & Enterprise-Level Businesses
You sat through several demos. You signed a contract. Now what?
Going from purchasing software to actually using it — the implementation phase — is where the real work begins.
From technical integration with your payment gateway to training your team on a new workflow, a smooth “go-live” phase often requires a plan, especially if you’re running a bigger business with more moving parts. In this chapter, we’re gonna take a closer look at the implementation process so you know what to expect.
Chargeback Management Software
In this guide, we take a look at what chargeback management software does and what types of solutions exist in the market. We’ll also talk about how to choose the right solution, what to expect during implementation, and whether a software-based approach is enough.
Chargeback Management Software Implementation for Small Businesses
The implementation process will be easiest for small businesses that use eCommerce platforms like Shopify or Squarespace. Most of these platforms come with built-in chargeback tools; essentially plug-ins that can be set up in five minutes. In most cases, all you have to do is install an app, connect your payment processor via an API key, and you’re good to go (no coding expertise required).
I should point out, though, that even in a straightforward no-code scenario, you’ll probably still need to spend a few hours configuring and tweaking your solution’s fraud rules and alert settings. As for onboarding your team, you can refer them to the product’s blog, knowledge base, and video tutorials.
You can usually get some live help as needed. But, expect white-glove service to be pretty limited if you’re reliant on basic plugins for chargeback management software.
Chargeback management doesn’t have to be a headache.
The right partner can take chargebacks off your plate and up your ROI.
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Chargeback Management Software Implementation for Mid-Sized Businesses
Larger merchants (those with annual revenue in excess of $10 million) will probably have a higher transaction volume, or a more custom eCommerce setup. If this is you, a solution that requires more hands-on integration will probably be a better fit.
Chargeback management software integration usually involves connecting the software to your systems via an API, a process that can take anywhere from a few days to a few weeks. Some custom development work will probably be needed here; the biggest bottleneck in the process will probably be your engineering team’s availability, rather than the software provider.
Before you ink a contract, make sure to get a concrete time estimate from your development team and book their time in advance. Your onboarding will also be more structured. You’ll likely be assigned a dedicated implementation specialist or a customer success manager who will walk your team through the platform, help with data migration, and ensure your workflows are configured correctly.
Chargeback Management Software Implementation for Enterprise Businesses
For large-scale operations, implementing a chargeback management solution is less about installing software and more about carrying out a strategic, long-term project.
For enterprise merchants (those with annual revenue in excess of $1 billion), integration timelines can stretch and involve deep, multi-system integrations with CRMs, ERPs, and other business intelligence tools. The complexity is as much organizational as it is technical, and you’ll need to coordinate cross-functionally between your fraud, finance, IT, and customer service departments
Due to the complexity involved, you may want to appoint a dedicated internal project manager or external implementation consultant to spearhead the process, manage timelines, and navigate internal politics. Onboarding will be similarly comprehensive and may involve customized training sessions, user acceptance testing across multiple teams, and a phased rollout to minimize business disruption
