eCommerce Project Plan

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: info@slatwallcommerce.com

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
nfo@slatwallcommerce.com
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

Success Test Timing

Open rate to remain or increase from ___%,
Click rate to remain or increase from ___% Currently Doing
5% increase
Increase in shopping
average cart from
ticket price conversion
$___ torate
$___ by encouraging users to Launch
package products and purchase more Launch
Increase site traffic 25% over 12 months via SEO 3 Months Post Launch
Increase product marketing conversion by 10% for PPC, Display &
Email advertising to specific product landing pages 6 Months Post Launch
Increase email marketing list by 1,000 customers each month 1 Year After Launch
Increase in customer average annual transactions from 1.8 to 2.5 2 Years After Launch
Questions? Email us at: info@slatwallcommerce.com
eCommerce Project Plan

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

TrustWave PCI audit just prior to launch Launch

Create test product, received 1 inventory, sell in store and confirm
immediate removal from website Launch
Create testtime
Log Bob's transaction, confirm
now (believed sync
to be 20tohours
WMS/ week) and then log Bob's Launch
time working on the website after launch. Should be < 2 hours / week Launch
Log-In to website as legacy account and see orders from 2012 6 Months After Launch

Create test transaction, confirm correct shipping rates Launch

Create test transaction, confirm correct tax calculation at payment detail Launch

3 Months After Launch

Launch
Launch
Launch
Questions? Email us at: info@slatwallcommerce.com
eCommerce Project Plan

Internal Resources & Vendors

Description
Project Manager

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: info@slatwallcommerce.com
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: info@slatwallcommerce.com

Contingency Notes

Initial Payment to Vendor

Payment 2 to Vendor

Payment 3 to Vendor

Payment 4 to Vendor

Cost

zations, testing
nfo@slatwallcommerce.com
eCommerce Project Plan

Detailed Requirements Checklist

Screen / Page
Front-end Requirements
General / All Pages
General / All Pages
General / All Pages
General / All Pages
General / All Pages
General / All Pages
Product Listing / Category Pages
Product Listing / Category Pages
Product Listing / Category Pages
Product Listing / Category Pages
Product Detail Page
Product Detail Page
Product Detail Page
Product Detail Page
Product Detail Page
Product Detail Page
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Shopping Cart
Checkout
Checkout
Checkout
Checkout
Checkout
Checkout
Checkout
Checkout
Checkout
Checkout
Confirmation Page
Confirmation Page
Confirmation Page
Confirmation Page
My Account
My Account
My Account
My Account
My Account
My Account
My Account

Communication Requirements
Email - Order Confirmation
Email - Shipment Confirmation
Email - Account Statement
Email - Forgot Password
Email - Abandoned Cart
Email - Upsell Offers
Email - Promotion Emails

General Platform Requirements

Platform
Platform
Platform
Platform
Platform
Platform
Platform

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

Hosting, Security & Support

Hosting
Hosting
Hosting
Hosting
Security
Security
Security
Development Suport
Development Suport
Development Suport
Administrative Support
Administrative Support
ct Plan

nts Checklist
Requirement

Mobile-friendly design (responsive design)

Speed of website (critical to conversion rates as the two metrics are directly linked)
Security and ability to gain user trust, especially as orders may be for large dollar amounts
Multiple currency support
Multiple language support
Landing page functionality for PPC & online marketing efforts
Quickly search for products by name, product code, serial number, upc, etc.
Filter product listing based on ANY attribute (color, material, type, etc.)
Sort product listing based on ANY attribute (price, newest, popular, etc.)
See various color options and alternate images from listing
Purchase multiple variants of a product (size, color, etc.)
Display multiple product images
DIsplay user reviews / ratings
Display special sale/clearance pricing
Display product name, description, advanced specifications, and other attributes
View compatibility information with other products
Add promotion codes for various promotion examples (%Off, Amount Off, BOGO, etc.)
Create promotions like “Free Shipping” or “Discounted Shipping”
Create promotions based on the items in the cart (buy 5 item x, get y)
Create promotions for backordered items
Add
Pushmarketing
marketingmessages and more
“upsell” offers basedinformation on the
on the item(s) cartshopping cart, in which an item is replaced with
in the
more
Push expensive item
marketing “Cross-Sell” offers based on the item(s) in the shopping cart, where additional items are
promoted to be added to the cart
Specify multiple “Ship-To” locations within the same order
Add and remove items from cart
Save shopping cart for later purchase
Send out multiple abandoned cart emails to increase conversion
Generate
Output theunique promotional
shopping codes
cart in a data for abandoned
format cart
that can be email discounts
imported as a PO into an ERP or account system for
the customer
Ability to save shipping and payment defaults when logged into an existing account
Allow for custom data fields, instructions or notes on the orders from customers
Enter
Enter shipping information
multiple shipping to designate
addresses where products
for different the item(s) should
and/or forbe delivered
a given quantity of products in the
shopping cart
Take credit card information and store that card information in a PCI secure way for use on automatic
subscription renewal, when it makes sense
Accept PO # and payment terms instead of credit card
 Use account credits as payment (typically issued for returned merchandise)
Ability to split payment across multiple payment methods
Create a customizable checkout flow: single-page checkout or multi-page checkout
See shipping rate quotes across multiple fulfillments
Add conversion tracking
Customize the confirmation page with potential “next order” items
Show how close purchasers are to reaching a better price tier
Automated email(s) to purchaser for personal records
View stored shopping carts and quotes
View previous transaction and order history
View shipping/tracking numbers from orders
View and edit preferred payment methods
View invoice payment history
View outstanding account balance
Update general account information, such as addresses, email and phone numbers

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: info@slatwallcommerce.com

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