Requirement Checklists

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.

Business

  • 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.

Current platform

  • 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?

Expected platform requirements

  • 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)

Websites

  • 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?

Integrations

  • Which CMS system will be integrated with Adobe Commerce? (Examples: WordPress, Drupal, Concrete5)

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)

Adobe Commerce-specific features

  • 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?

  • Authorize.net

  • Braintree

  • PayPal Express

  • Store credit

  • Plastic gift cards

  • Reward points

  • "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

  • Products reviews

  • Tags: Customers, products, popular

  • Search terms

  • 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?

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