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