Comprehensive E-commerce Platform Migration Checklist
Thoroughly plan your e-commerce platform migration process with this detailed checklist spanning platform selection, migration planning, product catalog migration, and storefront considerations. Ensure a seamless transition to minimize disruptions and optimize your online store's performance.
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Presentation Transcript
Commerce Platform Migration Checklist You are seeking a new e-commerce platform to build your online store. Or maybe, you might be on a mission to upgrade your current shopping cart with the latest technology. If you run an active online store then even migration of a simple store would require thorough planning, seamless execution and a post-migration checkup to ensure minimum interruption for online shoppers and business overall. This checklist, with it s 95 points, should provide you with all of the necessary steps to do so. STEP 1: Platform Selection Validate the target platform vs. your core business processes: Step Step Y/N Y/N Shopper experience flow Content and product maintenance Order fulfilment Customer service Product promotions Marketing communication Customer services
STEP 2: Migration Planning Checklist General Store Configuration: Step Step Y/N Y/N Step Step Y/N Y/N Contact Phone PCI compliance requirements Contact Email Up-time monitoring and alerts Supported countries and currencies Security and malware scanning Data and content backup. Disaster recovery processes Languages and local settings Time zone Shipping options and rates Tax rules and rates Payment gateways and PayPal Required custom e-Commerce platform extensions Web site domain and your store URLs SSL certificate
STEP 3: Migration Planning - Product Catalog Product Catalog Migration: Step Step Y/N Y/N Map all standards and custom product attributes for the import/ export process Map old and new catalogue category structures Related Products Cross-Sell products Ups-sell products Price promotion rules Per product tax group settings Data feeds with POS inventory to other inventory systems Data feeds to other market places (eBay, Amazon, etc.) RSS Feed if any
STEP 4: Migration Planning - Storefront Storefront style and content: Step Step Y/N Y/N Step Step Y/N Y/N Branding style migration logo, fonts, colours, images and photos Search results page Shopping cart page: cross-sell options The site main and secondary navigation, calls to action menus Other non-product content pages Validate responsive theme design on mobile phones and tablets Digital assets (PDF, images, videos) Links to external content (Videos, Blogs, Documents on third party sites) migration Common page header Common page elements including fonts, icons, links, buttons, and content styles Sliders and banners Generic and custom widgets functionality mapping Home page Data feeds inbound and outbound Main category pages Product reviews module Subcategory pages Product detail pages
STEP 5: Migration Planning - Checkout Checkout Process: Step Step Y/N Y/N Guest checkout options Shipping options Payment options Free shipping rules Order and account related transactional emails
STEP 6: Migration Planning - Data Customs and orders data migration, validation and data QA: Step Step Y/N Y/N Customer account Orders Credit memos STEP 7: Migration Planning - Policy Pages Informational and Policy pages: Step Step Y/N Y/N Privacy policy Terms of service policy Return and refund policy Customer service links
STEP 8: Migration Planning - Integration Third-party sites and services Integration: Step Step Y/N Y/N Shipping service providers E-mail marketing providers (Mailchimp, Constant Contact, Bronto, Listrak, Silverpop, etc.) Amazon, Ebay, Rakuten, Play.com or other market places integration Google Merchant Center data feeds Google Shopping Campaigns with Google Ads WordPress or other blog integration Permanent URL mapping and 301 redirects Search engine crawler settings - Robots.txt file Keywords research and optimization Google site maps Rich snippets
STEP 9: Migration Planning - Social Media Social media content and integration: Step Step Y/N Y/N Step Step Y/N Y/N Facebook Reviews report Twitter On-site search terms report Pintrest Web analytics reports Instagram Campaign reports LinkedIn Special reports Google + Sales reports Customer reports Shopping cart reports Product Reports
STEP 10: Migration Planning - Customer Communication Customer communication and proactive customer care: Step Step Y/N Y/N Email and online communication Customer service training
