A POS partner sunset its API. I sized the loss, wrote the funding case, and ran the program that kept nearly all of the revenue, under budget.
Context
A major POS partner deprecated its v1 API with a large base of active stores still on it, and significant monthly merchant revenue exposed if they didn't move in time. Organic outreach was moving a small fraction of them each week, nowhere near the deadline.
What I built
I co-authored the funding request: sized the risk, modeled four investment options, and recommended white-glove vendor support for the highest-revenue stores. Then I designed the operating model end to end (CRM-routed queues, a fixed follow-up cadence, daily outreach targets, training and escalation paths) and built the dashboard that ran the program, with the full funnel and the revenue at every stage in one view.
The hard part
Deciding where not to spend. White-glove help for every store would have cost far more for little extra revenue, so the plan put the vendor pod on the highest-revenue stores and left the long tail to lighter-touch outreach. Then the pod had to handle a tricky migration without flooding the team with escalations, so I built its training (guides, screenshots, videos, an FAQ) and coached its lead.
Outcome
Nearly all of the at-risk revenue kept, delivered under budget. Escalations fell from daily to a few a week, and the training behind the migration earned a Merchant Services Excellence Award.