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Sage eCommerce: Intelligent eCommerce for Your Business

Customer Onboarding Process

 

The Sage eCommerce Onboarding Process consists of five defined stages:

 


 

Stage 1: Kickoff

 

 

The first stage in the onboarding process is the Kick Off Meeting. This is where you meet with the XM team who will be tasked with bringing your business to the digital world. The XM team will review with you the project goals and deliverables, and understand what success looks like for you. From this meeting a detailed timeline for your Sage eCommerce project will be developed.

 


 

Stage 2: Configuration

 

The next stage in the Onboarding Process is establishing the integration between your Sage ERP platform and Sage eCommerce. To facilitate a successful installation, the XM team will work with individuals on your team who are familiar with your Sage platform and the server, security, and network environment. Once the Sage eCommerce software client has been successfully configured and the port forwarding set up, XM will build the Sage eCommerce site and establish and test the bi-directional integration with Sage. Upon completion of the site build steps, XM will validate that pricing, inventory, transaction history, and other relevant data is replicating to the Sage eCommerce site. At this time, test orders will be processed from Sage eCommerce to validate the successful submission of a web order into your Sage system.

 


 

Stage 3: Implementation

 

The Implementation Stage is when most of the work that goes into making the Sage eCommerce platform operational is performed. One of the keys to success is to ensure that you – or members of your team – are well trained and experienced on how to manage your Sage eCommerce solution once live. This stage involves the XM team working in a collaborative fashion with you and your team to facilitate cross-training and a thorough understanding of how to manage all relevant aspects of your Sage eCommerce solution.

 


 

Stage 4: Testing

 

Testing of your Sage eCommerce solution occurs throughout the project, but as the site nears the go-live date, testing will intensify with the goal of verifying all aspects of site functionality, as well as browser and device compatibility. For your Sage eCommerce solution to move to the final stage, you and your team must complete user acceptance testing. This ensures the solution is operating to the level of expectation for all areas of your business set out in the initial Kick Off meeting.

 


 

Stage 5: Go Live

 

Before your Sage eCommerce solution moves to production, it may be necessary for you to carry out some final preparation tasks. This may include changes to your site URL, implementation of 301 redirects, enabling the ability for search engine robots to trawl the site, and emailing users with details about your new eCommerce solution. Once completed, you will be able give the go-ahead and make your new Sage eCommerce solution a reality.

 


 

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