The following questions can serve as a starting point to see which information should be documented to confirm organizational preparedness. They can also help when developing an RFP.
What are the business goals for the new ecommerce platform?
What are the reasons for changing your current ecommerce platform?
What are the objectives for the website infrastructure?
What is your timeframe to deliver the new ecommerce platform?
How many of your IT project managers will be assigned to this project?
How many of your business analysts will be assigned to this project?
How many of your technical analysts will be assigned to this project?
How many of your HTML developers will be assigned to this project?
What documentation exists for current business processes?
What documentation exists for current system integrations?
What documentation exists for current process flows?
What documentation exists for current data flows?
Who will provide the training?
Which training will be completed prior to go-live?
Which training will be completed after to go-live?
What Adobe Commerce support will be required after go-live?
Is this project dependent on other system development projects?
How do you see your sales growing over the next 12-24 months?
Who are your main competitors? Please provide links to their sites. How do you want to differentiate your online experience from your competitors?
Where do you see future growth coming from in your business?
What role does digital commerce play in your business strategy? What are your primary objectives for setting up this ecommerce platform?
Do you have any brands/companies that you take as a reference on how you grow your omnichannel business?
Which teams or individuals are driving the ecommerce strategy? Describe the relevant positions.
How is the current platform being hosted: Internal, hosting provider, private cloud servers, or hosted cloud servers?
Which environments does the current platform have: development, QA, pre-production, production?
How many web and database servers are in the development environment?
How many web and database servers are in the QA environment?
How many web and database servers are in the staging (pre-production) environment?
How many web and database servers are in the production environment?
Is it a multi-server architecture with load balancing?
Is it a high-availability system architecture?
What problems are you experiencing with your current websites?
Current catalog size (number of SKUs)?
Average visitors per day?
Average concurrent sessions per hour?
Average page views per day?
Average orders per hour and per day?
Which Adobe Commerce version will you use?
How will the future platform be hosted: Internal, hosting provider, private cloud servers, or hosted cloud servers?
Which environments will the future platform have: development, QA, pre-production, production?
How many web and database servers will be in the development environment?
Will it be a high-availability system architecture?
How many Adobe Commerce administrators will you have?
Expected catalog size (number of SKUs)?
Expected average visitors per day?
Expected average concurrent sessions per hour?
Expected average page views per day?
What data should be imported from the old site to the new site? (Example: product, customer, order history)
How many domestic websites will be implemented?
Which languages will be implemented?
How many international websites will be implemented?
Which regions will the websites support?
Which languages will be implemented?
Which currencies will be implemented?
Do you have delivery service-level agreements for each country?
Who are your delivery providers for each country?
Who are your tax-accounting providers for each country?
Will you require a custom international website theme?
Is this primarily a B2C or B2B site? Is there any B2B2B or B2B2C element?
Is there an existing design that is adapted or will the platform be designed from scratch?
Is there a requirement for headless commerce (separate frontend and backend layers)?
What are the break points (tablet/mobile) for the responsive design?
Is there a requirement for a mobile app? Should PWA be leveraged for mobile frontend?
Any specific browsers that should be tested (except for the standard browsers IE9+, Firefox, Chrome, Safari)?
What are the language(s) for each frontend? Is the translated content available or is support needed?
Are there multiple websites? If so, can customers use their credentials across all sites?
Is product data shared across all sites?
Are there changes in the design from site to site?
Are there subscription options and how are subscribers managed?
Are there specific SEO requirements? How is search engine marketing managed?
Are there existing APIs that can be used?
Has system-error handling been designed and developed for this third-party-system integration?
Which ERP system will be integrated with Adobe Commerce? (Examples: SAP, MS Dynamics NAV)
Which shipping carrier system will be integrated with Adobe Commerce?
Which tax-software system will be integrated with Adobe Commerce? (Example: Taxware)
From which system will product data be imported into Adobe Commerce?
Frequency of imported product data loads?
Into which system will Adobe Commerce export product data?
Frequency of exported product data loads?
From which system will order data be imported into Adobe Commerce?
Frequency of imported order data loads?
Into which system will Adobe Commerce export order data?
Frequency of exported order data loads?
Which analytics platform is used? (Examples: Adobe Analytics, Google Analytics)
Will there be single sign on and social network sharing? If so, which social networks?
Is there any rewards or loyalty programs in place? Is there any integration with POS systems for rewards?
How are product returns handled? Is customer expected to log a return request online?
Is an online chat tool needed? Is a chatbot needed?
Which payment gateway do you want your site to have?
Which order management system will be integrated with Adobe Commerce? (Examples: Microsoft Dynamics, SAP, Retail Pro)
Which product information management system will be integrated with Adobe Commerce? (Examples: Akeneo, InRiver, Bluestone)
Which customer relationship management system will be integrated with Adobe Commerce? (Examples: Hubspot, Salesforce, Klaviyo)
Will you require any sort of A/B testing?
How many concurrent administrators can be working in the system?
Will you allow a customer to pick up items purchased on the website at a store?
Will you have promotional pages?
Will you have marketing banners?
Will you want to have videos play in a CMS page?
What will be the frequency of modifying or updating content?
What type of content will be loaded?
Will content updates be scheduled?
Will you require a content staging website?
Should customers be allowed to create a website account?
Will you use unique discount coupons for promotions?
Will you have promotional pricing?
Will you have flexible coupons (ability to set per website, customer group, time, categories, or products)?
Will percentage discounts be offered for single items?
What type of gift functionality will be required?
Will rewards-program functionality be required?
Will newsletter functionality be required?
Allow a customer to view past orders and select items to be exchanged?
Will you allow a customer to initiate the canceling of an order from the website?
Will you allow a customer to initiate the exchange of items from the website?
Will you require real-time address validation?
Will you allow a customer to initiate the return of items from the website?
Will Adobe Commerce issue a return RMA?
Capture refund information in Adobe Commerce?
Will you require online order tracking for a registered customer?
Will you require online order tracking for a guest customer?
Execute online authorization and capture during order placement?
Authorization with fraud filter during order placement with delayed capture
Number of days to receive full payment (not authorization)?
Capture and execute against expiration of authorization?
Plastic gift cards
“Bill Me Later” – more commonly known as “Buy Now, Pay Later” as it’s immediately billed but not paid yet
Will there be different product pricing on different websites?
Will functionality to compare different products be required?
What types of products will you sell?
What will be the frequency of adding new products?
What will be the frequency of updating products?
What will be the frequency of creating new categories or sub-categories?
Will “Ratings and Reviews” functionality be required?
Will you allow customers to recommend a product?
Sales: Orders, tax, invoiced, shipping, refunds, coupons, PayPal settlement reports
Shopping cart: Products in carts, abandoned arts
Products: Bestsellers, products ordered, most viewed, low stock, downloads
Customers: New accounts, customers by orders total, customers by number of orders, customer segments, customer reviews
Tags: Customers, products, popular
Invitations: General, customers, order conversion rate
Will you need Adobe Commerce to generate reports based on coupon usage data?
Will you need Adobe Commerce to generate reports based on sales data?
Will you need custom Adobe Commerce reports?
What is your current SEO strategy?
What will be your new SEO strategy?
What are your requirements for SEO migration?
Store fixed rates in Adobe Commerce?
Allow partial shipping?
Should shipment tracking information be stored in Adobe Commerce?
Will you require tax-calculation rules for your domestic regions?
Will you require tax-calculation rules for your international regions?