Specifications are a fundamental part of connectivity onboarding. Despite being the key to accurate and performant customer certification, they are often overlooked as a static PDF that nobody really “owns”, and nobody wants to invest time in.

But why do so many firms overlook specs and fail to manage them in a way that can make them reusable?

We all know the scenario; a new customer has signed the contract and an email arrives from the sales team saying “FirmX has joined us, please can you help them get setup”. A few months have passed since the last customer came on board and the technical team have recently rolled out an update to a key order function. The spec you have from the last project is therefore out of date, so it’s back to the drawing board.

Specifications are designed to be an accurate “all-in-one-place” document that enables customers to understand your service and build their integration requirements based on your blueprint. But if you know that your specification is either inaccurate, incomplete, or out-of-date, you (and they) are already on the back foot. Digitising your specifications is the first step to using your spec in a much more manageable way.

We know how specs should be handled, and it’s not using Word.

Step 1.

Create a digital version

True, digital specs allow you to do a whole lot more than find and replace.

Cloud specs allow you to collaborate during the editing process, with multi-user commenting, and create a full audit trail. Everyone in the firm always has access to the latest version, so there is no more searching on shared drives. Firm-wide repositories manage all your messages and fields in a single place, and simple cloning and version functionality mean you can create new versions that are centralised, and easy to manage.

Step 2.

Share your spec digitally

We appreciate that PDFs are still the expected format (and we would never take that away), but we also believe there is a better way.

Customers may request electronic formats such as QuickFIX, and internal teams such as QA may need to maintain electronic versions for testing. Today, you may be spending time manually editing machine-readable files, when you could simply export then at the click of a button in a variety of machine-readable formats directly from Cloud Specifications.

Still need PDFs? No problem – fixspec allows you to generate white-labelled PDFs with the click of a button, without affecting your ability to use the other fixspec tools.

Step 3.

Revise . Commit . Reuse

Sharing your spec isn’t the end of the story. Your customer onboarding project may be complete, but how can you take everything you’ve done and apply it to the next project, or help the same customer re-certify the next time you release an update to the API?

With Cloud Specifications, you can clone, revise, and publish new versions of your specs easily. Use the search tool to jump directly to the fields you need to see, and in-line comparisons allow you to compare versions side-by-side, highlighting the changes you need to implement.

Discover Cloud Specifications

Managing your specs digitally is a key element to repeatable connectivity onboarding. And, although no one likes to repeat themselves, repeatable processes are key to efficiency.

Find out more about Cloud Specifications and how we can work with you to create real digital versions of your specifications – not just putting them on a web page, but changing them into something that is genuinely re-usable.

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