Integration
Tips & Tricks

Your Checklist for E-Commerce Success

One of the most important choices you will make when reviewing e-commerce platforms that integrate to your ERP is selecting your partner. This checklist will help ensure a successful selection.


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Often, we find that partners are selected by first googling for a potential companies that claim to have a solution and then looking at their sites, maybe watching a demo, and then making a choice. Often this turns out to be the start of a difficult relationship.

When considering an e-commerce platform, the best place to start is looking at your internal needs. Define the goal for your project; clearly identify and note your definition of what success looks like. Define what your must-haves, nice-to-haves, and optional functionalities are based on your definition of what success looks like.

Now that you have clearly identified your definition and measure of success, you have a basis by which you can compare platforms.



Another issue we see often is that businesses have an assumption that when they pay their vendor, their site will go live in a timely manner. Unfortunately, often this does not work out. Some organizations will accept payments for work that they aren’t expert at doing. They may have the best of intentions, believing that they will be able to do the work, but often a lack of understanding of the scope of the needed work leads to a failure to launch.

We have developed a checklist to assist you in evaluating integrated e-commerce solutions. We specialize in e-commerce for Epicor Prophet21, TrulinX ERP, and Acumatica ERP. Using this checklist, you will be able to evaluate the likelihood of success of your integrated e-commerce solution.

For this purpose, we define success as taking you from where you are right now, to a website that is live, connected to your ERP, providing customers with specific information about their pricing and account.






Integration with your specific ERP



Does the vendor build the ERP Integration or do others build it for them?

Vendor builds the Integration
Others build the Integration


What integration level does the vendor offer in your specific ERP?

Items/Products
UOMs
Real-Time Inventory
Kit (Assembly) Build Availability Inventory
Customers
Pricing
Order visibility for orders NOT placed online
ERP Quotes
ERP Invoices
ERP Order Tracking Data
ERP Purchase History
ERP Account Statements
ERP Invoice Payments
ERP Salesrep Data
ERP Credit Card Integration
ERP Shipping Integration
ERP Online Order Import Reliability




Responsive Customer Service



Normal time for a response
Available contact methods to get help
Typical conversations required to get a resolution
How many different parties are involved in fixing integration issues
What time-zone are the customer service representatives




Site Performance



Average page load time
Average time for a user to get a product price
Max number of items/products supported




End-User Ease of Use



Ease of site navigation
Ease of checkout
Quality of search results
Intuitiveness of the experience
Checkout data from ERP
(e.g. ERP Ship-to's)




The Right Procurement Tools for your End-Users' Situations



Bulk Ordering Tools
Order Upload Tools
Quickorder Order Tools
(part number based)
Subscription Ordering Tools
Frequent Item Ordering Tools
Suggestions for Associated Items




On-boarding & Implementation



Does the vendor have the written plan to help you get your site live
Does the vendor have a dedicated team to guide you through the plan
How many times has the implementation plan failed for the customers




Administrative Ease of Use



Ease of changing homepage content
Scheduling of homepage content
Ease of adding new website content pages
Ease of reviewing/approving new users
Ease of reviewing online order status and ERP order import status




Flexibility to Adapt to your Business



Flexibility of business rules
Flexibility of the checkout process
Flexibility of shipping methods per customer
Flexibility of payment methods per customer
Flexibility of inventory display




High Reliability, Up-time, & Customer Satisfaction



Average website uptime
Last customer outage date
Customer outage frequency
Customer satisfaction with uptime
Customer reference ratings




System Security



Does the vendor manage data securely
Does the vendor have a security policy
Does the vendor regularly conduct security scans
How often does the vendor conduct security scans on their websites




Product Content Management (PIM)



Does the solution offer a path to fille "holes" in the ERP Product Data
Does the solution offer a mass import functionality
Does the solution allow data export functionality
Does the solution make it easy to categorize your items
Does the solution support product attributes
Does the solution offer a multi-select mass-update function
Can the solution modify multiple items at once with unique information




Bug Resolution



Outstanding bug count?
Typical time to resolution?
What was the last bug users experienced




Industry Experience



How long had the vendor worked with your ERP
How many customers does the vendor have on your ERP
Does the vendor have any credentials for your ERP
Did the vendor build the integration to your ERP or outsource development
Has the vendor worked with others in your industry








Download a PDF of our Checklist

Example of Free PDF
Example of the PDF