This framework prevents testimonials, configuration details and outcomes from being published without evidence.
Written and reviewed by Raied Muheisen · Last reviewed June 21, 2026
Gate 1: Merchant approval
- Identify the permission contact.
- Approve public name, anonymized description, quotation and images.
- Retain written publication consent.
Gate 2: Fact verification
- Verify industry, location, devices, software, processing relationship and dates.
- Preserve setup, testing, training and issue records.
- Separate merchant statements from Process Rite observation.
Gate 3: Result documentation
- Define every metric.
- Record baseline and post-launch periods.
- Name the data source and confounding changes.
- State what was not measured.
Gate 4: Disclosure
- Explain how Process Rite earns or may earn revenue.
- Identify provider-controlled approval, pricing and funding.
- State whether results are self-reported.
Required case-study sections
- Evidence notice
- Merchant context
- Starting workflow
- Decision criteria
- Devices and configuration
- Setup and training
- Challenges and resolutions
- Verified results
- Limitations
- Merchant-approved quotation
- Sources and reviewed date
Draft, fact check, merchant review, disclosure review, final approval, publication, 90-day accuracy check, and annual consent review.
