OnboardIQ
Merchant onboarding workflow product. 0-to-1 at Versatile / Synchrony.
Merchant onboarding ate a full cross-functional team. Five days of meetings per partner to gather configurations from sales, ops, risk, and the partner themselves. Six entity types, each with about ten metadata fields, arrived through email and Slack threads. Tickets dropped, configs drifted, and stakeholders had no visibility into program status without booking a meeting. I designed OnboardIQ from a blank canvas: a flexible workflow product that codified the entire process into configurable, partner-aware steps. Audits and automation went directly into the workflow, so validation, status, and handoffs were surfaced inline instead of chased over Slack.
