What we do, clients we've worked with, testimonials and case studies

1. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
ePay
Consulting
Services

2. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
About Us
We are specialized payments consultancy that excels in three types of
engagements with our clients, tailored to their specific needs
Our Specialties
• Landscape assessment
• Product Concept/Definition
• Go-to-Market
• Sales/Distribution Channel
• Sales Organization
• Revenue Enhancement
• Customer Retention
• Target Operating Model
• End-to End Process
Improvements
• Cost Management
• Change Management
• Risk Management
• Program Management/
Implementation
• Portfolio Performance
Management
• Pricing Analysis
• Attrition Predictive Analytics
• Balanced Scorecard Dev
• Business Intelligence
Dashboards
• Benchmarking Analysis
Strategy
Development
Operations
Excellence
Data / Analytics
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3. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
Sample Client Engagements
We partner with our clients to fully understand their needs and
business goals with a holistic lens, in order to deliver winning solutions
➢ Smart terminal landscape assessment and go-to-market strategy for a top 5 payments company
➢ International acquiring market landscape assessment for a major card network
➢ Finance technology transformation strategy for a global payments company
➢ mPOS product concept and go-to-market strategy for a top10 payments company
➢ Healthcare payments market strategy for a top 10 merchant acquirer
➢ Acquiring pricing strategies for several acquirers and ISOs
➢ B2B commercial card product definition and go-to-market strategy for a leading global card issuer
➢ US loyalty card program landscape analysis for a leading card issuer
➢ Virtual card product go-to-market strategy for a major card issuer
➢ Sales organization assessment and compensation plan analysis for leading ISOs
➢ Retention ops assessment and predictive tools implementation for leading acquirers
➢ Customer service operation assessment and process improvement for a top 10 acquirer
➢ End-to-end process review and operational excellence framework for a large card issuer
➢ Operating model assessment and roadmap development for multiple leading ISOs
➢ Predictive analytics and attrition triggers analysis for leading payment companies
➢ Business intelligence dashboards and reporting development for leading ISOs
➢ Risk-based pricing analytics for leading payment companies
Strategy
Operations
Data/Analytics
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4. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
Client Testimonials
“We have partnered with ePay Consulting Services on several key projects for iPayment and we’ve consistently been impressed
with the approach, process and results from Sherry and her team. Our work with ePay over the past two years has resulted in
impactful organizational and process changes that we implemented as a result of ePay’s analysis and recommendations; all of
which have delivered positive yield in terms of performance and/or ROI. With ePay’s help we’ve reduced merchant attrition in a
meaningful way, re-engineered our sales training and increased overall sales performance. The ePay team is very well versed in
the payments industry and Sherry and her team have their finger on the pulse of new trends. We really enjoy working with the
ePay team and I would highly recommend them as a trusted advisor in and around payments."
-O.B. Rawls CEO, iPayment Inc.
“ePay Consulting not only brought expert payment insight to help us better understand the issues we were facing, but also helped
build the tools required to take action on those insights and drive sustained impact.”
-SVP, Finance, Top 3 Payments Processor/Acquirer
“We were very pleased with Sherry’s expertise and work, particularly in the Merchant Services space. I am happy to recommend
her services as someone that can navigate a large enterprise as well as the card associations and vendors.”
-George Zinn, Treasurer, Microsoft
“The team at ePay Consulting Services was able to fully understand the objectives unique to our industry and were able to
develop a playbook that defined our gaps and help put together a strategy that would fit our company’s needs. They listened to
our vision of how we saw this tool working for our organization and were able to design a Functional Spec that would address our
needs. We really appreciate their attention to detail, taking the time to truly understand our processes, and provide the guidance
needed.”
-Eric A. George, SVP Operations, EPSG
Our clients see us as a vested partner, one they can rely on to solve
complex problems and help them make timely and informed decisions
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5. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
Business Problem Project Impact and Outcomes
• The client was planning a new product launch of a smart terminal
device for its small-midsize merchant segment and lacked critical
market and business insights to ensure a successful launch.
• The product team required deep market insights to validate and
refine elements of product features, customer value proposition,
pricing and overall go-to-market strategy for its smart terminal
product offering in the small-midsize merchant segment.
• Gaps in understanding of merchant experience with competitors’
solutions, current and future pricing tolerance, and other key
drivers of adoption for smart terminal solutions specific to SMB
and selected industry verticals/categories.
• ePay performed a high-touch market landscape assessment of
smart terminal providers and voice of customer to address gaps
and inform the launch planning and go-to-market strategy:
- A go-to-market planning included workstreams spanning
product sets and features, pricing, sales and distribution
including identifying strategic partner options, etc.
- Research on both voice-of-the-customer and the competitive
landscape that informed prioritization of features, refined
pricing, and validated future releases of the solution
- Examples of merchant use cases for specific devices and
product features
- A “socialization campaign” accompanied this effort to ensure
company leadership were bought in to the strategy
• ePay also identified new opportunities for high potential niche
targets for our client, key drivers of adoption, and provided
perspectives on a pilot program to test the solution.
For a leading payments processor and acquirer, ePay conducted a competitive landscape
assessment to validate the value proposition and help define the go-to-market approach
of a new smart terminal solution.
Mini-Case Study: SMB Smart Terminal Go-to-Market
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6. Copyright 2013-2018. ePay Consulting Services. All Rights Reserved.
CONTACT US
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E-MAIL
Sherry@epayconsulting.com
CALL
516.425.1085
SURF
www.epayconsulting.com
Proprietary and Confidential
ePay Consulting Services is wholly owned and operated by Merchant Smart Business Solutions, LLC.