Slatwall - Ecommerce Planning Template
Slatwall - Ecommerce Planning Template
Slatwall - Ecommerce Planning Template
Objective
Our company would like to implement a new eCommerce website to increase conversions, allow for new marketing initiativ
backoffice processes and bring the overall design in-line with other corporate marketing initiatives including current conte
In addition, there is an immediate need to make the new platform fully PCI compliant and move the hosting from in-house t
supplied option.
Goals
Goal
Make eCommerce solution PCI compliant
Increase overall site conversion rate
Increase overall site traffic
Bring design in-line with all corporate properties
Questions? Email us at: [email protected]
erce website to increase conversions, allow for new marketing initiatives, improve
ine with other corporate marketing initiatives including current content website.
new platform fully PCI compliant and move the hosting from in-house to a vendor
Success Test
TrustWave
implementingPCIvarious
audit just prior to objectives
marketing launch and optimization of
functionality
Traffic shouldand
eCommerce, be questions
up 25% byaround
12 months afterdisconnects.
believed launch Send same
survey 6 months post-launch
[email protected]
eCommerce Project Plan
Marketing Objectives
Description
Short Term Goals
Send weekly newsletter emails to customers
Send abandoned cart email to customers
Promotion Packaged Deals of Products
Roll out product blog w/SEO
Long Term Goals
Roll outfor
Ability product specific
users to opt-inoffer landing pages
to marketing emails
when commenting on articles
Roll out customer loyalty program
n
Operational Objectives
Description
Security and Compliance
Move all of the payment processing software and
hardware to a Level 1 PCI Service Provider
Systems Integration
Enable Real-Time inventory look-up with ERP
Inventory
Sync orders to WMS for order fulfillment
Minimize Bob's time doing website updates
Allow for accounts to see all order history
Tax, Shipping and Payments
Obtain real time rates from FedEx
Enable Avalara AvaTax for tax calculation
Planning for Growth
Training manuals for new employees
Align inventory with marketing campaigns
Conduct security review
Support site traffic for specific marketing campaigns
Success Test Timing
Technical Lead
Designer
Development
Marketing
Content
SEO
Customer Service
Testing
n
rs
Sample Assigned Tasks Timing
Set-up project in PM system Week 1
Schedule milestones Week 1
Schedule sprints Week 1
vary. Use this template above to plan out tasks and timing for your
internal team.
Questions? Email us at: [email protected]
eCommerce Project Plan
Critical Milestones
Estimated Date Description
1 2/1/2018 Complete eCommerce Project Plan
2 2/2/2018 Complete RFP for eCommerce Re-Platforming
3 2/14/2018 Identiy Vendors and Send RFP
4 3/1/2018 RFP Short List Decided
5 4/1/2018 Vendor Selected
6 5/1/2018 Implementation Plan/Spec Complete
7 6/1/2018 Design Complete
8 6/15/2018 Product Import Complete
9 7/1/2018 Homepage, Product Listing, Product Detail Complete
10 8/1/2018 Order Export & Checkout Complete
11 8/15/2018 Order Updates & My Account Complete
12 9/1/2018 Site Launch
Budget
Item Description
Design Wireframes, design templates, photography
Development Front-end templates, data imports, integrations, customizations, testing
Software license SaaS or installed licenses, CRM, ERP, CMS, other.
Payment processingTransactional, processing and merchant fees
Consultants Designers, Developers, Marketing, IT
Infrastucture Development and production environment, PCI
Questions? Email us at: [email protected]
Contingency Notes
Payment 2 to Vendor
Payment 3 to Vendor
Payment 4 to Vendor
Cost
zations, testing
[email protected]
eCommerce Project Plan
Communication Requirements
Email - Order Confirmation
Email - Shipment Confirmation
Email - Account Statement
Email - Forgot Password
Email - Abandoned Cart
Email - Upsell Offers
Email - Promotion Emails
Administrator Requirements
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Order Management
Product Management
Product Management
Product Management
Product Management
Product Management
Product Management
Customer Management
Customer Management
Customer Management
Customer Management
Customer Management
Customer Management
Customer Management
Customer Management
Reporting
Reporting
Reporting
Reporting
Reporting
Reporting
Content Management
Content Management
Content Management
Content Management
Content Management
Content Management
Content Management
Content Management
Content Management
Integration Requirements
Payment
Payment
Payment
Payment
Payment
Shipping
Shipping
Shipping
Shipping
Shipping
Shipping
Accounting
Accounting
Accounting
Fulfillment / Drop Shipper
Fulfillment / Drop Shipper
Fulfillment / Drop Shipper
CRM
CRM
CRM
CRM
Authentication
Authentication
nts Checklist
Requirement
ments
Display all order header information and detail information to the customer and send when order is placed
ements
PCI Compliant & Secure
Robust APIs preferably using modern technologies such as REST & JSON
Ability to upgrade
Ability to be customized when necessary
Set various permission groups for access control (admin, customer service, etc.)
Ability to log different changes to data (products, accounts, orders)
Secure traceability into who has logged in and made changes
ents
View list of orders in the various states (new, processing, closed, etc.)
Edit any details of existing orders
Ability to cancel orders
View payment transaction information about orders
Place telephone or in-person orders via the administrator
Place wholesale orders at different price points
Fulfill orders including packing slips, invoices and shipping labels
Ability to do partial fulfillment
Manage backorders
Manage preorders
Ability for customer service to make comments on orders
Trigger status emails to customers
Define order processing
Add merchandising workflows
information so that orders
to products cannot
that may be have
moved through
come fromaan
series of steps
integrated easilycatalog
product
system, such as ERP
Upload and automatically resize product photography
View inventory levels across multiple warehouse locations
View pricing information broken out by price tiers and quantity-based pricing
Upload necessary supporting information such as files, etc.
Merchandise where products appear on the website
Search customer database
View related accounts, specifically those in a parent/child relationship
Ability
Generatefor child accounts
lists of to belong
customers to multiple
that purchased parentproducts,
specific organizations
which is specifically important for issuing
recalls
Create data segments of customers for follow-up marketing
Update customer payment information manually
Store custom data with the customer
View and edit pricing tiers for customers
Create Sales Reports
Report on top performing products, pricing and promotions
Report on gross margins
Ability to do date-range comparisons on reports
Filtering and sorting on reports
Save report customization to be shared internally
Add marketing messages to all front-end templates
Create blogs with categories for content marketing
Categorize content
Ability to do on-the-fly HTML edits without calling a developer
Search content
Stage content changes with drafts
Schedule publish date and times
Create new pages and edit existing
Create custom data associated with content
s
Ability to integrate with "__________" payment gatewak
Store customer credit card information, typically called tokenization
Use payment processor account updater functionality for expired cards
Process authorization, charge and credit transactions
Swap payment processors for best transactional rates
Calculate shipping rates from providers (FedEx, UPS, USPS, DHL)
Integrate with various freight providers, including land, ship and air
Look up multiple rates and give customers the best rate
Print shipping labels, and schedule pickups
Integrate with fulfillment software and send tracking numbers to customers
Generate return orders labels
Push orders and subscription renewals into accounting systems
Pull inventory levels
Pull expected delivery times from an ERP
Integrate with third party fulfillment providers or manufacturers
Pull order shipment statuses from fulfillment providers to update customers
Add fulfillment-provider charges on top of shipping fees
Sync accounts with a CRM system
Import orders generated from a CRM system
Allow for quotes to pass back and forth between CRM and eCommerce
Allow push account purchase history into a CRM
Integrate with existing enterprise authentication systems like LDAP
Support existing custom authentication systems
ort
Platform should be able to be hosted in modern cloud infrastructure (AWS, Rackspace, Google)
Platform and hosting should have SLA that guarantees uptimes
Platform
Automatedshould have
status a development environment
alarms/notifications if services gofordown.
testing purposes
This is critically important if active devices are
relying on the entitlement APIs to be up 24/7
Platform and hosting should be PCI compliant and PA-DSS certified
Automatic security patches installed on hosting environment
Daily database backups
Automatic upgrades for new platform functionality
Ongoing support for any customizations that need to be made
Disaster support when servers go down, etc.
Administrative support on an as-needed basis when issues arise with the platform
Training services for new staff
Questions? Email us at: [email protected]
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