site logistics

Scoping e-Commerce Projects

Client Background/General Information

1. e-Commerce Knowledge
Implemented an eCommerce solution previously?
–> If yes,
– The name of the solution?
– Was the solution implemented in house or with a web development company?
– Was the solution maintained (e.g. products uploaded) in house or through a web development company?
–> If no, level of familiarity with eCommerce?
– Very familiar
– Somewhat familiar
– Not familiar

2. Is the client replacing an existing eCommerce solution?
– Why?
– What features not working?

3. Client infrastructure
– Where products are produced, packaged & shipped?
– Describe existing non-eCommerce, sales and fulfillment cycles

4. Design Preferences
– Template Design (inexpensive, quick-turnaround, non-unique look & feel)
– Custom Design (expensive, 4+ weeks at least, unique look & feel)

5. Timeline
– Fastest way to deployment:
– Out-of-the-box solution (no custom development whatsoever)
– Template Design
– Client readiness (content, images, infrastructure, payment gateway, etc.)

Identify all aspects of eCommerce
A. Products
– How many products?
– How many categories?
– How many sub-categories?
– Do products come in various styles (e.g. difference colors, different sizes)
– Do you have all product description, images, pricing available?
– If yes, what format (e.g. hard copy, excel spreadsheet, etc.)
– If no, is all the information accessible form a third party?

B. Product updates
– How often do you update your product info (description, pricing, images, etc.)?
– How is product information gathered (manual, catalog, etc.)?

C. Shipping
– Do you have a preference for a shipping carrier, Fedex, UPS, USPS, Royal Mail or others?
– How do you intend on charging for shipping
– How do you intend on processing shipping, using a carriers integrated tool (e.g. UPS WorldShip)

D. Taxes
– Do you have any specific taxes requirements

E. Payment Processing/Online payment gateway
a. Do you have an existing online payment gateway?
i. If yes, please list
ii. If no, do you have a preference which gateway to use (authorize.net, VeriSign, WorldPay, HSBC, etc.)

F. Languages
– The solution default language is XYZ. Do you require your eCommerce solution to support more than one language, if so, please list.

G. Customer types
– Retail?
– Wholesales?
– Others (e.g. members)?

H. Pricing
– What is your pricing model?
– Volume Pricing?
– Do you offer different pricing for each customer type?

I. Inventory
– Inventory Management System?
– Do you intend on integrating the eCommerce solution with your Inventory Management system?

J. Accounting
– Accounting System?
– Do you intend on integrating the eCommerce solution with your accounting system?

K. Ordering
– Do you require the capability of ordering from the system admin interface?

L. Order fulfillment
– Do you manage and ship products in-house or through a third party?
– If you use a third party, do you require an automated integration with the third party?

M. Reports
– In addition to customer and products reports, are there any additional reports required?

N. Feature set
– Favorite Products
– Related Products
– Feature Products
– New Products
– Wish list
– Gift Certificate
– Gift Wrapping
– Multi-currency
– Login/account information/previous orders
– Search
– Others?

O. Other features – Do you plan on having:
– Auction
– Gift Registry
– Download on Demand
– System Admin ordering interface
– Others?

P. How do you plan on marketing the business?
– Do you intend on implementing Search Engine Optimization (SEO) on your site? (to allow for SEO friendly pages and other SEO considerations)
– Other Internet Marketing programs such as Pay-Per-Click, e-mail marketing, banners?
– How do you currently market the business offline? Have you considered Integrated Marketing Solutions to maximize your ROI?

Q. Post Project Considerations
– Web Hosting requirements: look for reliable eCommerce, secure hosting
– On-going eCommerce solution updates and website maintenance

CP Marketing

Share
Published by
CP Marketing

Recent Posts

Optimizing user experiences with Digital Experience Analytics (DXA) platforms

As consumers become increasingly digitally savvy, and more and more brand touchpoints take place online,…

1 month ago

Enabling Value-Based Bidding with Google Tightlock

Marketers are on a constant journey to optimize the efficiency of paid search advertising. In…

2 months ago

Resolving “Unassigned” Traffic in GA4

Unassigned traffic in Google Analytics 4 (GA4) can be frustrating for data analysts to deal…

2 months ago

This website uses cookies.