From security to growth, orchestrating
MIZA's go-live strategy

3-Month Roadmap to Compliant Launch

Senior Product Manager Case Study Response by Ahmed AlSamaani

Explore Strategy
Part 1

3-Month Go-Live Roadmap

A phased approach balancing speed, quality, and regulatory compliance for MIZA's HNW clientele

Month 1

Production Validation

  • End-to-end journey validation with all stakeholders
  • PDPL, AML, KYC compliance lock-in
  • Integration stability testing (4 partners)
  • DevOps culture foundation
  • Workflow engine deployment (Temporal.io)
Month 2

Technical Hardening

  • Resilience engineering & fallback mechanisms
  • UX/UI refinement (friction elimination)
  • Arabic RTL support excellence
  • Load testing at 3x volume
  • Stakeholder visibility dashboards
Month 3

UAT & Launch Prep

  • User acceptance testing (5+ HNW users)
  • Go-live checklist completion
  • Team training (RM, support, operations)
  • DevOps process normalization
  • War room setup & launch execution

Delivery Structure

Development Team

  • 2-week sprints with daily standups
  • Sprint planning, review, retrospective
  • Backlog grooming mid-sprint
  • Focus: Build, test, iterate

Cross-Functional Team

  • Weekly syncs for alignment
  • Bi-weekly sprint demos
  • Monthly strategic reviews
  • Live demo culture for feedback
Part 2

Technical & Operational Integration

User journey flow from onboarding to investment with resilient integration strategy

User Journey: Onboarding → Funding → Investment

Four critical integrations orchestrated for seamless HNW experience

KYC/AML Provider

Identity verification & compliance

Risk: Slow verification
Mitigation: Hybrid automated + manual review, Head of Ops sign-off for HNW clients

Custodian Bank

Account creation & fund custody

Risk: Reconciliation delays
Mitigation: Dual-entry accounting, daily reconciliation, multiple communication channels (API, SFTP, manual)

Wallet Provider

User balance management

Risk: Unreliability
Mitigation: B2B with custodian bank using VIBANs (Month 3+), internal ledger as source of truth

Fund Dealing Platform

Investment execution

Risk: Downtime
Mitigation: White-glove curation perception (4-24h buffer), manual execution workflow, order queue

Workflow Resilience: Temporal.io

Event-driven workflow engine for long-running processes with automatic retry, durable execution, and full visibility

Automatic Retry

Automatic Retry

Exponential backoff for failed API calls

Durable Execution

Durable Execution

Survives crashes, no data loss

Full Visibility

Full Visibility

Real-time workflow state monitoring

Part 2B

User Journey Flow

Complete sequence from onboarding through investment execution, showing all system interactions and integration points with Nafath

sequenceDiagram autonumber actor User participant MizaApp as MIZA App participant Backend as MIZA Backend participant Nafath as Nafath (Digital ID) participant AML as AML Provider participant Custodian as Custodian Bank participant Wallet as Wallet Provider participant FundDealer as Fund Dealing Platform participant RM as Relationship Manager Note over User,RM: ONBOARDING PHASE User->>MizaApp: Receives exclusive invite link MizaApp->>User: Opens invite, enters basic info User->>Backend: Submits profile (name, email, phone) Backend->>MizaApp: Profile created, initiates identity verification MizaApp->>User: Prompts Nafath authentication User->>Nafath: Authenticates via Nafath app Nafath-->>Backend: Identity verified + data (ID, address, etc.) Backend->>AML: Initiates AML screening with Nafath data alt AML Success AML-->>Backend: Screening approved Backend->>Custodian: Create custody account Custodian-->>Backend: Account created (custody ID) Backend->>Wallet: Create user wallet Wallet-->>Backend: Wallet created (wallet address) Backend->>User: Onboarding complete ✓ Backend->>RM: Notify new user onboarded else AML Failure/Pending AML-->>Backend: Screening failed/pending Backend->>RM: Manual review required RM->>Backend: Override/Request additional verification Backend->>User: Manual verification in progress end Note over User,RM: FUNDING PHASE User->>MizaApp: Navigate to "Fund Account" MizaApp->>Backend: Request funding options Backend->>MizaApp: Show wire transfer details (VIBAN) User->>User: Transfers funds via bank Backend->>Custodian: Monitor incoming transfers (polling) alt Transfer Detected Custodian-->>Backend: Transfer received Backend->>Backend: Reconciliation & compliance check Backend->>Wallet: Credit user wallet Wallet-->>Backend: Wallet balance updated Backend->>User: Push notification: Funds available Backend->>RM: Notify funding milestone else Transfer Delayed Backend->>RM: Alert - Expected transfer not received RM->>User: Proactive outreach call end Note over User,RM: INVESTMENT PHASE User->>MizaApp: Browse investment opportunities MizaApp->>Backend: Request deals list Backend->>FundDealer: Fetch available funds FundDealer-->>Backend: Return fund details + availability Backend->>MizaApp: Display curated opportunities User->>MizaApp: Selects investment + amount MizaApp->>Backend: Submit investment order Backend->>Backend: Validate (balance, eligibility, compliance) alt Fast Path (Integration Available) Backend->>FundDealer: Place order FundDealer-->>Backend: Order confirmed (order ID) Backend->>Wallet: Debit investment amount Wallet-->>Backend: Funds reserved Backend->>Custodian: Record investment in custody Custodian-->>Backend: Recorded Backend->>User: Investment confirmed 🎉 Backend->>RM: Notify new investment else Slow Path (Integration Degraded) Backend->>Backend: Queue order for manual execution Backend->>RM: Manual execution required Backend->>User: "Investment being processed by experts" (24h) RM->>FundDealer: Manually place order RM->>Backend: Confirm manual execution Backend->>User: Investment confirmed 🎉 end Note over User,RM: REPORTING PHASE Backend->>FundDealer: Daily NAV sync FundDealer-->>Backend: Updated valuations Backend->>Custodian: Reconcile positions Backend->>MizaApp: Update portfolio view User->>MizaApp: Views portfolio performance
Part 3A

Go-Live Readiness Checklist

Comprehensive validation across technical, operational, regulatory, and business domains

Technical Readiness

  • All integrations <2 sec (95th percentile)
  • 100% E2E test pass rate
  • Load tested at 3x expected volume
  • Security audit complete
  • Workflow engine operational
  • Monitoring & alerting live
  • Disaster recovery validated

Operational Readiness

  • Head of Operations sign-off
  • Process documentation complete
  • RM team trained on platform
  • Support team ready
  • Manual workflows tested
  • Dashboard access granted
  • War room setup

Regulatory & Compliance

  • PDPL compliance validated
  • AML/KYC workflows tested
  • CMA requirements met
  • Comprehensive audit trails
  • Data retention policies
  • Terms of service reviewed
  • Consumer protection disclosures

User Experience

  • UAT with 5+ HNW test users
  • Full Arabic RTL support
  • Mobile responsive validated
  • User-friendly error handling
  • In-app help & FAQs ready
  • Tutorial videos prepared
  • Accessibility compliance
Part 3B

Progress & Confidence Tracking

Three key indicators measured weekly with traffic light system for stakeholder visibility

Weekly Launch Readiness Dashboard

Indicator 1

CMA Readiness

85%
PDPL (30%) • AML/KYC (40%)
Reporting (20%) • Consumer Protection (10%)
Target: 100% by Month 2
Indicator 2

E2E Journeys

Onboarding 95%
Funding 75%
Investment 80%
Referral 60%
Target: 100% by mid-Month 3
Indicator 3

Operational Readiness

78%
Back Office (40%) • Documentation (30%)
Team Enablement (30%)
Target: 95% by Month 3

Launch Confidence Level

8.2 / 10
Average stakeholder confidence • CEO: 8 • CCO: 7 • Head of Ops: 9 • PM: 8 • Dev Lead: 8
🟢 Green: >85% • 🟡 Yellow: 60-85% • 🔴 Red: <60%
Part 3C

Cross-Functional Collaboration

Structured rituals and tools ensuring tight coordination across MIZA's lean, senior team

Team Rituals

Team Rituals

  • Weekly personal check-in (30min) for connection outside work
  • Weekly launch progress review (15min)
  • Daily async standups for dev team
1:1 Touchpoints

1:1 Touchpoints

  • PM ↔ CEO (strategy, risk)
  • PM ↔ CCO (client experience)
  • PM ↔ Head of Ops (compliance)
  • PM ↔ Dev Lead (technical direction)
Cross-Functional

Cross-Functional

PM as nexus:

  • Dev ↔ PM ↔ Head of Ops (process validation bi-weekly)
  • Dev ↔ PM ↔ CCO (journey walkthroughs weekly)
  • PM ↔ CEO (risk forum bi-weekly)

PM as Nexus of Communication

Translation

Business ↔ Tech ↔ Compliance
Converting needs into actionable stories

Alignment

Weekly synthesis of feedback
Transparent prioritization & trade-offs

Escalation

Surface critical gaps to CEO
No surprises for leadership

Shared Tools & Documentation

Jira

Sprint tracking, backlog management, executive dashboard with burn-down charts and blocker visibility

Notion

Knowledge base for BRDs, PRDs, ADRs, compliance docs, runbooks, meeting notes, go-live checklist

Slack

Async communication, daily standup bot, dedicated channels for tech, ops, and blockers

Grafana / Datadog

Real-time monitoring, integration health, user journey analytics, alerting for critical issues

Post-Launch

First 90 Days Success Metrics

Validation metrics to evaluate performance and guide post-launch enhancements

User Activation & Engagement

Invite to Profile Creation
Profile to Full Onboarding
Onboarding to First Funding
Funding to First Investment
Weekly Active Users
of onboarded base
Journey Completion Rate
for critical flows

Business & Operational

Assets Under Management
target within 90 days
Integration Uptime
all critical partners
Manual Intervention Rate
requiring RM touch
Compliance Audit Score
regulatory checks

Referral & Viral Growth

Time to First Customer Referral
Indirect Contacts Seeking Invites
Net Worth of Indirect Contact Seekers

Post-Launch Enhancement Priorities

Advanced Analytics

  • User behavior heatmaps & session recordings
  • Cohort analysis for onboarding completion
  • Investment preference patterns
  • Drop-off analysis at each journey stage

Onboarding Optimization

  • Progressive profiling (reduce initial friction)
  • Onboarding time reduction

Investment Experience

  • Enhanced deal room with rich media
  • Social proof & community features (curated)
  • Portfolio tracking & performance visualization
  • Personalized investment recommendations

Operational Intelligence

  • Predictive maintenance for integrations
  • Automated anomaly detection in journeys
  • RM workload optimization
  • Real-time business intelligence dashboard
Bonus Question

Strategic Resource Allocation

Additional Headcount Prioritization

QA Automation Engineer

Why This Role Before Launch

  • Free Up Dev Capacity: Currently 2 devs spending 30-40% time on testing. QA automation returns this time to feature development
  • Risk Mitigation: Catch regressions early, especially critical in complex integration landscape with compliance requirements
  • Long-Term Value: Build test automation culture from Day 1, faster iteration post-launch, reduced production bugs
  • ROI: Pays for itself in improved velocity and confidence. Essential for maintaining quality under pressure

What They'd Deliver

  • E2E user journey automation (Playwright, Cypress)
  • Integration test harness for all 4 external partners
  • Load testing automation and regression suite
  • CI/CD test integration with quality gates
  • Test data management and environment setup
  • Automated visual regression testing
Alternative Considerations:
UX Design Support: Elevate visual design and brand perception for HNW segment. Hire immediately post-launch.