Integration Process

The SEON integration process is designed to ensure a seamless onboarding experience, enabling you to deploy and optimize our fraud prevention solutions efficiently. Whether you're integrating for the first time or exploring advanced features, our dedicated teams support you every step of the way. Here’s an overview of the integration journey:

 

1. Discovery Call

This initial step focuses on understanding your primary needs and challenges. The goal is to identify your requirements and fraud-related concerns while gaining insights into your current setup and most immediate problems. During this stage, the Account Executive will support you as you:

  • Discuss solution requirements.
  • Qualify SEON for your needs.

 

2. Business Discussion

We align on the business aspects of the solution to ensure it meets your operational goals and delivers tangible outcomes, while providing you with insights and fraud learnings across your industry and market. Coming out of the Business Discussion, the goal is to provide a tailored solution and provide a clear path to solving your business challenges, ensuring mutual clarity and alignment. The Account Executive will guide you as you:

  • Discuss common fraud challenges in your industry.
  • Understand how customers like you solve for these using SEON.
  • Diving deeper into their primary challenges and needs while also understanding any additional considerations.

 

3. Solution Alignment

The Solution Alignment phase connects SEON’s capabilities to your specific use case, applying insights gained during the earlier business discussions. This collaborative session with your Account Executive and Solution Engineering team focuses on identifying fraud challenges, understanding your user journey, and mapping SEON’s solutions to your pain points. It also involves exploring how SEON integrates into your customer lifecycle, gathering details about the data you collect, the frequency of activities, and the optimal touchpoints for leveraging SEON’s tools. This ensures the proposed solution is tailored to your operational needs and delivers maximum value.

Key Steps:

  • Restate challenges and business impacts to ensure alignment on priorities.
  • Map fraud vectors to SEON’s solutions through scenario-based demonstrations.
  • Review your user journey and identify fraudulent behavior patterns.
  • Gather data collection details, including lifecycle stages and integration points.
  • Confirm the specific SEON features to be implemented for your use case.
  • Discuss additional technical or integration considerations specific to your business.

 

4. Proposal Discussion

Refine and finalize the solution and commercial terms. The goal is to reach a mutual agreement on the proposed solution and address any remaining concerns or adjustments. The Account Executive, with occasional support from Solution Engineering, will assist you as you:

  • Review the finalized proposal.
  • Understand the ROI and business case to your SEON solution.
  • Address any outstanding questions or adjustments.

 

5. (Optional) Proof of Value

The Proof of Value process is a targeted approach to evaluate SEON's effectiveness in meeting your specific fraud prevention needs. It begins by determining whether the engagement will involve a Live Proof of Concept (PoC), a Batch Test, or both. A PoC is a live API integration that allows you to test SEON’s performance in real-time within your environment, simulating your workflows. In contrast, a Batch Test involves processing a static file, typically containing 10,000 rows of data, to analyze SEON's capabilities without requiring live integration. Both methods aim to validate SEON’s impact, with the PoC offering a hands-on approach and the Batch Test providing a quicker but more limited, data-driven overview.

We help define the scope, prepare necessary materials like API documentation, and establish success criteria to align all stakeholders for a smooth evaluation. The Solution Engineering team provides tailored guidance throughout the process, including sample payloads and device fingerprinting support for PoC, or secure file delivery instructions for Batch Tests. A mid-point check-in ensures progress is on track, and final results are presented in a Proof of Value file with actionable insights and ROI analysis.

Key Steps in the PoV Process:

  • Define and agree on success criteria.
  • Conduct PoV testing (live API integration for PoC or Batch Test file processing).
  • Mid-point check-in to review progress and metrics.
  • Delivered final results with ROI evaluation.

 

6. Implementation Kick-Off

The Onboarding and Implementation process with SEON begins with a Customer Kick-Off Call, led by your dedicated Implementation Services Consultant, to set the foundation for a smooth and efficient integration. This call focuses on aligning stakeholders, confirming project timing, and reviewing technical requirements to ensure a successful go-live. Key topics include establishing responsibilities, addressing potential blockers, and aligning SEON’s solutions with your workflows and fraud prevention goals.

During this call, the team will discuss project timelines, including target start and go-live dates, and any blackout periods. Key stakeholders from your organization—including Business, Technical, and Operational teams—will be identified, and system architecture details such as launch cycles and custom features will be reviewed. Additionally, an Admin Panel demo will ensure that the account setup and product-specific plans are on track.

To optimize your strategy, we will also review industry specific rules and recommendations based on SEON’s expertise and insights into your business. Understanding your specific use cases allows us to provide tailored suggestions that align with your needs.

Another key focus will be your team’s training needs. Whether it's a deeper dive into the Admin Panel, Scoring Engine, or other specific product functionalities, your Implementation Services Consultant will work with you to determine the best approach to onboarding your team and ensuring they have the necessary knowledge to maximize SEON’s capabilities.

Objectives:

  • Define project contacts, responsibilities, and key stakeholders across teams.
  • Confirm project timing, including start dates, go-live targets, and blackout periods.
  • Review system architecture, integration details, and custom technical features.
  • Discuss industry-specific rules and recommendations.
  • Assess and plan for training needs, including the Admin Panel, Scoring Engine demo, and other key product functionalities.

 

7. Optimization and Go-Live

The Optimization and Go-Live phase ensures SEON’s solution is fully configured, fine-tuned, and operational to meet your fraud prevention goals. During this stage, the Implementation team works closely with you to validate integration accuracy, optimize fraud rules, and ensure a seamless transition to full deployment. Through collaborative working sessions, we align the system with your workflows, refine detection strategies, and finalize key configurations based on your business needs. Final preparations include confirming launch timelines, addressing any outstanding questions, and transitioning to your Account Manager for ongoing support and strategic guidance.

Key Steps:

  • Work with SEON to integrate required data sources, validate configurations, and customize fraud prevention rules to suit your needs.
  • Collaborate with our team to configure and evaluate fraud rules tailored to your specific requirements during in-depth sessions.
  • Partner with SEON to develop an optimized fraud detection and mitigation approach, with clear next steps outlined.
  • Finalize the go-live date with our guidance, review launch readiness, and address any final questions or needs together.

SEON Team Support

Throughout the integration process, our teams provide tailored assistance:

  • Account Executives: Guide business discussions and proposals.
  • Solution Engineering: Provide technical expertise and demonstrate SEON’s capabilities.
  • Implementation Services: Your Implementation Consultant (IC) and Account Manager (AM) ensure smooth implementation and optimization.