Service/Shopify Project Planning & Discovery
Shopify Discovery & Planning for Successful Store Development
At the heart of every successful Shopify store development is a strong discovery and planning phase. Our team believes that a thorough, well-documented discovery process is the key to building a high-performing Shopify website that drives sales and growth. Before we begin designing or developing your Shopify site, we conduct an in-depth Shopify discovery and strategy session. This process helps us clearly define project goals, align on responsibilities, identify target audiences, and create a roadmap for success. Our goal is to ensure both our team and yours are fully aligned from the start. By clarifying project objectives, workflows, and performance metrics, we eliminate guesswork and set your Shopify project up for smooth execution. With everyone on the same page, you can feel confident that your Shopify store will be delivered on time, within scope, and optimized for results.
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
Clear Roles and Expectations
- During discovery, we define who’s involved from each team and what everyone’s responsibilities are. This helps avoid confusion later and ensures that decisions can be made quickly by the right people.
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FAQ About Project Planning & Discovery.
Why is the discovery process important before starting a Shopify project?
The discovery process helps ensure that both your team and ours are fully aligned before development begins. It allows us to understand your business goals, customer needs, technical requirements, and success metrics. With everything clearly documented, we can move forward confidently and avoid costly misunderstandings or delays later on.
What can I expect during the planning and discovery phase?
During this phase, we’ll ask in-depth questions about your business, such as your eCommerce challenges, short- and long-term goals, current tools and systems, and what makes your brand unique. We’ll also review the Shopify platform with you, define your customer personas, document user stories, and finalize your project scope, timeline, and responsibilities.
Will I be involved throughout the discovery process?
Absolutely. Collaboration is key to success. We’ll work closely with your team to identify key stakeholders and decision-makers, ensure your business requirements are fully addressed, and provide transparency at every step. Your input is essential in shaping a clear, achievable vision for your new Shopify site.
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