Product and Business: New Endpoint for Efficiency and Savings

Zee Perez Canals

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Technical Support Specialist

Project Manager

Virtual Business Manager

Jira

PostgreSQL

Tableau

I led the product management and implementation of an automated chargeback submissions endpoint for Shopify clients, streamlining manual workflows and enhancing decision-making processes. By reducing labor-intensive tasks for clients and internal teams, the solution enabled automated chargeback analysis, improved data accuracy for machine learning models, and provided actionable insights to inform future decisions. I built the business case, defined technical requirements, and collaborated with product, development, and partnerships teams to ensure seamless integration with Shopify’s platform, delivering measurable operational efficiencies.

Key Deliverables:

Business Case Document: Clear justification for automation, including expected ROI and operational benefits.
Technical Specifications: Comprehensive documentation for the endpoint’s development and integration.
Automated Chargeback Submission Endpoint: Fully functional system implemented on the Shopify platform.
Training Materials: Resources to support clients and internal teams in adopting the new system.
Performance Report: Analysis of time savings, cost reductions, and machine learning model improvements post-implementation.
Objective:
To design, develop, and implement an automated chargeback submissions endpoint for Shopify platform clients, streamlining manual processes and enhancing both client and internal team efficiency. The solution reduces labor-intensive workflows and leverages machine learning to optimize chargeback decision-making and system updates.

Key Phases:

1. Business Case Development and Strategy Alignment
Purpose: Build a strong business case to demonstrate the value of automating chargeback submissions for clients and the company.
Actions:
Analyze manual workflows used by client teams and the internal success team to identify inefficiencies.
Calculate the time and cost savings from automation for both clients and internal teams.
Present the business case to leadership, highlighting the impact on decision-making, efficiency, and machine learning models.
2. Technical Specifications and Planning
Purpose: Define the technical requirements and implementation roadmap for the chargeback automation system.
Actions:
Create detailed technical specifications to guide development, including system architecture and integration points with Shopify's platform.
Collaborate with product, development, and partnerships teams to outline project milestones.
Liaise with Shopify’s teams to ensure alignment and feasibility of the proposed solution.
3. System Development and Testing
Purpose: Build the chargeback endpoint and test its functionality to ensure it meets client and internal requirements.
Actions:
Oversee the development team in creating the endpoint, ensuring it aligns with technical specs.
Conduct testing to verify the endpoint reduces manual processing for chargebacks and integrates seamlessly with Shopify.
Validate that the system updates order records and provides accurate data for machine learning models.
4. Implementation and Adoption
Purpose: Launch the automated endpoint and facilitate adoption among Shopify clients and internal teams.
Actions:
Roll out the endpoint to selected Shopify platform clients in a phased approach.
Provide documentation and training to clients and internal success teams to ensure smooth adoption.
Gather feedback and address any issues to refine the implementation.
Performance Optimization and Post-Implementation Review
Implementation and adoption of the new endpoint resulted in the optimization of performance by providing models with the updated status of an order in a more accurate, speedier manner.
Actions:
Collaborated with analytics and other teams to monitor performance metrics such as reduction in manual processing time and decision accuracy.
Conduct a post-implementation review to identify additional enhancements or scalability opportunities.
Determined ability to implement additional features which would result in additional savings internally.

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Posted Jan 1, 2025

Successfully launch a global product endpoint, ensuring alignment with strategic business goals, resulting in savings for company and clients.

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Technical Support Specialist

Project Manager

Virtual Business Manager

Jira

PostgreSQL

Tableau

Team Leadership and Training Program Development
Team Leadership and Training Program Development
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Technical Solutions Revamp for Improved Client Experience