Describe the end-to-end use case

Specify the customer action, systems involved, expected response and support path. Include failure and exception conditions rather than only the successful journey. A provider may support individual capabilities while the complete workflow still requires substantial integration work.

Agree pilot evidence

Define the test environment, responsibilities, documentation and criteria for completion. Ask how the partner handles version changes, incidents and production support. Avoid treating a successful demonstration as proof that every market, customer type or configuration is ready for launch.

Assess delivery collaboration

Observe response quality, issue tracking and clarity about limitations during the pilot. These behaviours matter after the initial integration too. Keep commercial commitments aligned with demonstrated readiness and unresolved dependencies, using appropriate technical and professional review. Ask who owns each unresolved integration issue and what evidence will close it. A shared issue register makes partial progress easier to manage and prevents a successful demonstration from obscuring remaining work that affects production customers. Ask the delivery team to reproduce the successful workflow without the provider’s demonstration staff. This helps distinguish a repeatable integration from a carefully managed one-off presentation.

Imagine this

Illustrative operating example

A hypothetical provider demonstrates a successful transfer in a test environment, but refund handling and failed-state reporting remain unresolved. The pilot establishes partial progress. It does not justify announcing a complete production-ready customer journey.

Make it practical.

Use this checklist as you read. Checks are not stored.

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