Integration Process Overview
The integration process follows the PPIP (POS Partner Integration Process) and is divided into the following key phases:
1. Qualification
Goal: Validate the technical and business alignment.
- Sign the NDA.
- Complete the Qualification Grid.
- Share the technical documentation.
- Identify the integration scope.
- Menu, Orders, Status Management, Special Use Cases.
- Product(s) part of the integration.
Deliverable: Qualification confirmed and documented.
2. Preparation
Goal: Set up environments and confirm readiness.
- Review the API documentation and the Use Cases for Certification.
- Validate menu mapping and structure.
- Assign a technical contact.
- Confirm timelines.
- Grant access to UEAT sandbox environment.
- Grant access to POS sandbox environment.
- Set up a shared Microsoft Teams channel for communication.
Deliverable: Sandbox environments connected and ready.
3. Execution – Certification
Goal: Implement and validate integration flows.
- Implement the API endpoints and credentials.
- Implement the Menu Synchronization flow.
- Implement the Order Creation flow.
- Implement the Status Management for ACCEPTED/REJECTED responses and resend logic.
- Validate the Special Use Cases.
- Complete the certification checklist.
Deliverable: Certification passed.
4. Testing & Ops Preparation
Goal: Prepare for tech trial and operational readiness.
- Select a customer for Alpha tech-trial launch.
- If required, select a customer for Beta tech trial launch.
- Validate logging, Error Handling, and monitoring.
- Validate the onboarding process (operations).
Deliverable: Tech Trial results meeting requirements for GA.
5. General Availability Launch
Goal: Transition from the project team to production and operation.
- Launch the POS integration for General Availability.
- Hand off from the project team to regular operations teams.
- Confirm the escalation and support processes.
Deliverable: Integration live and supported.
Best Practices
- Maintain a shared communication channel for quick issue resolution.
- Log all API calls and responses for traceability.
- Validate any edge cases early (e.g., missing POS IDs, special characters).