Identify Business Rules / Requirements •What is being sold? • What types of products? (downloadable, memberships) • How many products? •Is there an existing shopping cart in place? • How will product data, images and customers be moved to the new system? • Will that require any custom programming to migrate?
Payment and Shipping• Does the business have an existing payment processor for credit cards? • What credit cards are accepted • Will orders be taken online /ofﬂine?•What shippers will they use? • USPS, UPS, FedEx - tracking shipping • Where to ship? All USA, continental United States or International?
Integration and Taxes• Does the ecommerce solution need to integrate into a POS or accounting platform? • If so who is responsible for setting up those interactions. In most cases customer programming will required to connect the two systems together. ➡ Examples: XML order feeds, local scripts calls to remote dbs to pull data • Automated is always better. No one wants to manually import a CSV ﬁle multiple times a day. • Does the company have an IT staff that can assist with this?• What tax issues are there to consider? • Is multi state tax a concern? • International taxes, VAT? • Tax exemption
Maintenance and Operations•Who will maintain the cart and be responsible for day to day operations: • Order Processing and Shipping • Customer Service • Creating & collecting product data • Watching security and upgrades • Training
Identify Features NeededNow that business rules are identiﬁed, apply those rules to cartfeatures. Create a matrix list in excel. This can be used to comparecart platforms to see which meet the project’s requirements. • 1 Page checkout • Discounts and Coupons • Payment gateways • Subscription services • Real-time shipping calculation • Multiple views (category and with multi shippers product pages) • Multiple product images • Multiple product types • Digital downloads • Afﬁliates system Online RMA • Importing/Exporting • SEO, SEF, email Marketing, • Statistics, logs & Reports r
PCI Compliance•What is PCI Compliance Payment Card Industry Data Security Standards (PCI DSS) are network security and business practice guidelines adopted by Visa, MasterCard, American Express, Discover Card, and JCB to establish a “minimum security standard” to protect customer’s payment card information. It’s a requirement for all merchants that store, transmit, or process payment card information.
How does my business become PCI compliant?• Processing payment card by 3rd party like PayPal Standard, Google Checkout or CRE Secure• Or if you are storing, transmitting, or processing payment card information, you must: • Build and maintain a secure network to protect payment card information • Maintain a vulnerability management program • Implement strong access control measures • Regularly monitor and test networks • Pass quarterly remove vulnerability scans • And more …
Other important factors• Support • Community, Free and Paid, - Documentation, KB• Extensibility • Open Source , Extension, add-on, API, Add new features • Mobile• Marketing • SEO, SEF, up-salling, mailings, promotions, afﬁliates, Google Merchant,• User’s experience • Web 2.0, one page check out, user accounts.... n
Tips for selecting an Ecommerce Platform? • Build a matrix of business rules and apply them to cart features. • Review feature lists of cart platforms to ﬁnd ones match as many features as listed in the matrix. • Find out what support and user base the platform has. Support will be key in a successful implementation. • Play with online demos or install a demo locally and setup products in the cart to get an idea of how it will function. • Google and look for user feedback and known issues. Get a feel for “people’s perception” of the cart. This can be totally subjective though. • Ask your peers and see if they have any insight on the system or experience using it.
Nick Martinelli JoomlaRockers.comRobert Nowak JoomlaZoomla.com