Moving a multi-billion-dollar retail card portfolio without missing a sale

A national retailer and its issuing bank partner moved the retailer's card program from TSYS to Fiserv. The portfolio held millions of private-label credit, co-brand, and debit card accounts and billions of dollars in annual card sales, and the retailer's in-store card discount had to keep working at every register throughout the cutover. The founder served as QA director, leading testing and quality across the migration.

What the work covered

• Routing at checkout that tells private-label cards apart from co-brand network cards
• Keeping the instant card discount working in stores and online through cutover
• Moving fraud and dispute handling onto the new platform's rules and workflows
• Cutover planning with backup safeguards to protect store and online sales

Role: QA director. Practice lead on this program: conversion program lead. Client, partner, and vendor names are withheld to protect confidentiality.