1) Discovery and alignment
- Stakeholder interviews (commercial, ops, finance, customer support, IT)
- Current-state audit: existing website/ecommerce, internal processes, data sources, pain points
- Requirements definition: user personas, journeys, roles/permissions, acceptance criteria
- Technical assessment: hosting, security constraints, integrations, data model, constraints/risks
- Roadmap and delivery plan: phased releases, milestones, resourcing, dependencie
2) Ecommerce platform delivery
Storefront and UX
- Information architecture, navigation, and product catalog structure
- Responsive UI/UX design (web + mobile)
- Product listing and detail pages, search, filters, and merchandising
- Content management patterns for marketing pages (CMS blocks, landing pages)
- Checkout and payments
Cart and checkout flow optimization (address, delivery, payment, confirmation)
- Payment gateway integration(s) and invoice/receipt logic
- Taxes/VAT handling and shipping rules (as applicable)
- Promo codes, discounts, bundles, and pricing tiers (if needed)
- Customer account features
Registration/login, profile and address book
- Order history, reorder, invoices, shipment tracking links
- Customer support entry points (returns request, ticketing links, contact forms)
- Operational ecommerce features
Product and inventory management workflows (manual or integrated)
- Order management (status changes, cancellations, partial fulfillment)
- Notifications (email/SMS) for key events (order placed, shipped, delayed)
- Analytics instrumentation (events, funnels, conversion tracking)
3) Internal tools (operations and back-office)
Admin portal / internal dashboard
Role-based access control (RBAC) and audit trails
Unified dashboard for orders, customers, products, and operational KPIs
Bulk actions (imports/exports, batch updates, status changes)
Workflow automation
Approval flows (pricing overrides, refunds, special orders)
Task queues and assignments (support tickets, fulfillment tasks)
SLA tracking and escalation rules
Data management
Master data management for products/services (attributes, SKUs, bundles)
Import/export pipelines (CSV templates, validation, error reporting)
Reporting views for finance/ops (revenue, margins, order cycle time)
4) Integrations and data flows
ERP/accounting integration (invoicing, stock, GL codes) if applicable
CRM integration (leads, customer history, segmentation)
Shipping/carrier integration (labels, tracking updates)
Identity/SSO integration (Google/Microsoft, SAML/OIDC) if needed
Webhooks/APIs to connect ecommerce ↔ internal tools ↔ third-party systems
Data synchronization strategy (near real-time vs scheduled; conflict handling)
5) Quality, security, and compliance
Testing strategy: unit, integration, end-to-end, regression
Performance and reliability: page speed, load testing for peak traffic
Security: OWASP best practices, secrets management, logging/monitoring
Privacy and compliance considerations (GDPR data handling, retention, consent)
Backups and disaster recovery basics
6) Deployment, training, and handover
Environments: dev/staging/prod setup
CI/CD pipeline and release process
Documentation (technical + admin/user guides)
Training sessions for admins and operational teams
Post-launch support: hypercare window, bug fixes, iterative improvements
Summary of key deliverables
Strategy & planning
Discovery findings + requirements document
Product roadmap with phased releases and milestones
System architecture overview and integration plan
Ecommerce deliverables
UX/UI designs (wireframes + high-fidelity screens)
Implemented storefront (responsive)
Product catalog structure + search/filtering
Checkout + payment integration
Customer account area (orders, invoices, addresses)
Analytics/event tracking setup
Internal tools deliverables
Admin portal/dashboard with RBAC
Order/customer/product management modules
Workflow automations (approvals, task management)
Reporting views and exports
Integrations & data
APIs/webhooks and data sync jobs
ERP/CRM/shipping/payment integrations (as applicable)
Data import/export tools with validation and error reporting
Quality & operations
Test suite + QA sign-off artifacts
Security hardening checklist and basic audit logs
Deployment pipeline + environment configuration
Monitoring/logging dashboards (baseline)
Enablement
Admin/user documentation
Training sessions + recorded walkthrough (if requested)
Handover package (source code, runbooks, credentials handoff checklist)
