Follow a tried-and-true
Project Process

We’ve refined and evolved our eCommerce replatform project process over 12+ years, dozens of project launches, and many (painful) lessons learned.

1. Project Setup & Kickoff

DURATION

1-4 Weeks

MILESTONES
  • Confluence project template filled with all information gathered during Sales
  • Project Collaboration and Communication Tools
  • Platforms and Solution Environments
  • Project Team onboarded
  • Alignment within the Project Extended Team, including the Client, to officially kick off the project.
1

Allocate the project team, set up the project tools, and get ready for the official project kick-off.

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Sales to Delivery Handoff

We formally transition the project from Sales to Delivery. We ensure that any information gathered during Sales is documented in the project’s Monday.com space and handed over to the Project Team, including Project Overview, Goals, Scope, Timeline, Budget, and Risks.

Sales Rep
Project Manager
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Project Tools Setup

We set the project’s collaboration foundation, including environments setup and team communication tools.

Project Manager
Systems Admin
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Project Team Onboarding

We bring all Project Team members up to speed with all the project information documented in Monday.com, answer any initial questions, and make necessary updates.

Project Manager
Business Analyst
UX
Solution Architect
Lead Developer
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Project Planning

We refine the overall Project Plan and decide on a detailed plan for the upcoming Requirements Gathering Phase, including a list of meetings with agendas and required attendees from the Client’s project team.

Project Manager
Business Analyst
UX
Solution Architect
Lead Developer
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Project Kickoff Meeting

We align with the Client on the project’s Vision, Scope, Timeline, and Risks we want to stay ahead of, and we’re ready to dive into the upcoming Requirements Gathering phase.

Business Analyst
Sales
Lead Developer
UX
Project Manager
Solution Architect

Requirements Gathering sessions and Solution Design deliverables needed to start the Build Phase.

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Requirements Gathering

Business and Data Requirements for multiple topics and areas, including multiple websites/brands/markets, customer, product catalog, pricing, inventory, orders, one-time data migration.

UX/UI Requirements for multiple topics and areas including branding, customer experience, and UX features and functionality for all standard eCommerce webpages: homepage, category listing page, product listing, and search results, product details, shopping cart, checkout, my account pages.

Technical Requirements for the systems integrations and other non-functional requirements.  

People involved
Business Analyst
UX
Solution Architect
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Solution Design

Data and Business Flows & Rules including Systems of Record, the One-Time Data Migration Diagram, the Ongoing Data Flows Diagram, Business Flowcharts, and Business Entities.

UX & Visual Design, including an Element Collage, a Global Style Guide, and mid-fidelity wireframes for both navigation and buyer flow pages.

Technical Design, including the Systems Integrations Architecture Diagram, the Point-to-Point Systems Integrations Specifications, any Platform Extensions Technical Design, and any relevant technical POCs.

Product Data Modeling, including entities, attributes, and relationships.

QA Testing Plan, including the testing types, tools, and approaches.

People involved
UX
Business Analyst
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Solutions Environment Setup

We set up the development environments and the CI/CD processes. We coordinate with the platform partners to provision the platform environments and with the Client to get access to the back-office Client’s Test & Staging environments.

People involved
Solution Architect
Lead Developer
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Project Planning

We refine the overall Project Plan based on the new information discovered during the Requirements Gathering phase. We decide on a detailed plan for the upcoming Solution Design Phase, including a list of meetings with agendas and required attendees from the Client’s project team.

Business Analyst
UX
Solution Architect
Lead Developer

2. Discovery & Design

DURATION

2-8 weeks

Deliverables
  • Documented Requirements, including Business & Data, UX/UI/Branding, Technical, and Non-Functional
  • Systems of Record, One-Time Data Migration & Ongoing Data Flows Diagrams, Business Entities & Flowcharts
  • Element Collage, Global Style Guide, and mid-fidelity wireframes
  • Systems Integrations Architecture Diagram, Point-to-Point Systems Integrations Specifications, and Technical POCs, and Product Data Model
  • QA Testing Plan
  • Platforms and Environments Provisioning and Setup
  • Updated Project Plan
2

3. Website Build

DURATION

6-24 weeks

MILETONES
  • Website Layout and Theme
  • CMS Blocks and Pages
  • Product Browsing
  • Login, Register, and My Account Core Features
  • Cart and Checkout
  • My Account Remaining Features
  • Analytics
  • Non-Functional Requirements and Capabilities
Deliverables
  • Multiple code deployments and platform configurations in Client’s Staging and Prod Environments.
  • Updated Solution Design and resolutions for open items, needs, and blockers.
  • Weekly Reporting project’s progress, timeline and budget, open items, and risks.
3
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Solution Design Refinements

We refine the Solution Design deliverables and find resolutions for open items, needs, and blockers.

People involved
Project Manager
Business Analyst
UX
Systems Admin
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Milestone Development & QA Testing

We do development work to customize, extend, and integrate the platforms. We do QA Testing to ensure adherence to expected quality standards. We perform multiple code deployments and platform configurations in the Client’s Staging and Prod Environments.

People involved
Project Manager
Business Analyst
Sales
Lead Developer
UX
Solution Architect
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Milestone Performance and Load Testing

We make adjustments and improvements to ensure the website can support heavy traffic per the Client’s expectations.

Project Manager
Lead Developer
Solution Architect
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Milestones Client Review & Training

We do ongoing informal progress reviews with the Client to ensure we’re going in the right direction, and formal Milestone Client Demos & Training Sessions & Documentation centered around customizations of the platform to enable the Client to start the UAT and Content Entry.

Project Manager
Business Analyst
Solution Architect
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Management & Reporting

We closely manage the project’s scope, timeline, and budget. We track open items, needs, blockers, and risks.

Project Manager
Business Analyst
Sales
Lead Developer
UX
Solution Architect
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Client UAT and Content Entry

We support the Client during UAT & Content Entry, and we review and prioritize the UAT feedback.

Project Manager
Business Analyst
Sales
Lead Developer
UX
Solution Architect

Get everything and everyone aligned for a successful website launch

Final deployments, content and data entry, Client UAT, and Launch!

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Deployment, Configuration, & Final QA Testing

We perform the final Production environment configurations, code deployments, and QA testing.

Project Manager
Business Analyst
Solution Architect
Lead Developer
Quality Assurance
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Final Data Migration & Website Content Updates

We clean up test data and perform the final Data Migrations, and we support the Client with the latest content entry activities.

Project Manager
Business Analyst
Solution Architect
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Final Client UAT

We ensure the Client has the support they need to finalize the end-to-end UAT, and we review and prioritize the UAT feedback.

Project Manager
Business Analyst
Quality Assurance
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Cutover Plan Execution & Website Launch

We execute an extensive cutover plan in the days leading up to the launch date, and we launch the new website!

Project Manager
Business Analyst
Solution Architect
Lead Developer
Quality Assurance

4. Final Prep & Launch

DURATION

2-4 weeks

Deliverables
  • Final Solution deployed and configured in Client’s Prod Environment
  • The new website has the latest content and data
  • Additional Client Training and support as needed
  • The new website is Live!
4

5. Support & Optimization

DURATION

Two-week Sprints

Deliverables
  • Requirements & Solution Design Deliverables
  • Three Deployments to Pre-Prod per Sprint
  • One Production Deployment per Sprint
5

Time to put our heads down and keep improving your solution

We follow an Agile methodology with 2-week Sprints starting every Tuesday to continue making improvements and enhancements.

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Backlog Prioritization

We sort all tasks in the order of priority based on the Client’s needs and any dependencies

People involved
Project Manager
Lead Developer
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Requirements Gathering Sessions

We document requirements for the upcoming development tasks

People involved
Business Analyst
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UX & Visual Design Requirements & Review Sessions

We gather information from the Client and review UX & Visual Design Deliverables needed for development

People involved
UX
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Technical Design Requirements & Review Sessions

We gather information from the Client and review Tech Design Deliverables needed for development

People involved
Lead Developer
Solution Architect
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Backlog Refinement

Questions & Answers sessions with the Project Team to clarify and refine the requirements

People involved
Business Analyst
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Sprint Planning

We select the tasks that will be included in the next Sprint based on the Backlog Prioritization and the Sprint Capacity.

People involved
Project Manager
Business Analyst
Lead Developer
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Sprint Development & QA Testing

We do code development and Multiple releases to the Integration environment where we perform QA Testing.

People involved
Lead Developer
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Pre-Production and Production Deployments

We perform three releases to Pre-Prod on Monday, Wednesday, and Friday of the second week of the Sprint with the highest-risk items, current Sprint UAT feedback fixes + low-risk items, and current Sprint UAT feedback fixes, respectively.

People involved
Business Analyst
Lead Developer
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Client Training & UAT

We train the Client on the new functionality and provide support during the UAT process.

People involved
Business Analyst
Lead Developer