Shopify Project Planning & Discovery

We believe that a thorough and well-documented discovery process is critical to a project’s success. Before getting started with your Shopify site, our team will conduct an in-depth planning and discovery session.

Here’s what to expect.

Our objective is to ensure that both teams feel confident about the goals of the project, the project’s stakeholders, the scope of work involved, and the success criteria. 

We’ll explore questions like: /

  • What are the eCommerce pain points that you would most like to solve?
  • What tools, methods, and systems are crucial to the operation of your business?
  • What are your short- and long-term eCommerce goals?
  • What is your business’s brand, and how can it be best reflected on your storefront?
  • Is Shopify the best solution to your current needs?

With a thoroughly documented understanding of your goals, our designers and developers collaborate to create a realistic vision of the end product. 

This includes mockups of your site’s eventual design, from branding an existing Shopify theme to building an entirely customized site.

The goals of our discovery process include:
  • Defining the project’s stakeholders and determining the key members of each team who will be involved with day-to-day decision making
  • Understanding the demographics, needs, challenges, and habits of the customers who will be using the new website by defining customer personas
  • Documenting user stories and success criteria. What actions need to be taken on the website, and what defines the success of those actions? What actions need to be taken by the website’s administrators?
  • A thorough review and training on the Shopify platform itself, ensuring that the merchant fully understands its capabilities and its limitations
  • A clearly defined project scope and timeline that documents all of the design and development that is required to fulfill the success criteria
  • Delegating responsibilities for each team, including any third parties involved in the project
  • Finalizing all decisions regarding the required technologies for the project, such as hosting, security, and major integrations

Ready to take the first step? /

At the end of the Shopify project discovery process, we proceed with the development with each team fully aware of the goals of the project and confident that their business requirements have been thoroughly considered and documented.Ready to get started? We are, too! Reach out to set up a Project Planning and Discovery meeting with us, or if you have any additional questions.