B2B Ecommerce Implementation Checklist - Ceymox

Phase 1 Discovery & Assessment

Weeks 1–4

Audit Current Operations

Identify bottlenecks in existing workflows, manual order processing, and slow order cycles.

Define Business Objectives

Clarify goals: self-service adoption, real-time inventory visibility, complex pricing.

Assess Legacy Systems

Evaluate ERP limitations. Ensure ERP handles back-office tasks, not customer experience.

Avoid ERP-First Mindset

Phase 2 Platform Selection

Weeks 5–10

Evaluate Implementation Models

Analyze approaches: Platform-based (Adobe Commerce), Headless, or a Hybrid approach.

Select the Tech Stack

Finalize the core commerce platform based on scalability limits and integration needs.

Choose an Implementation Partner

Select a partner with specific B2B manufacturing experience and ERP capabilities.

Phase 3 ERP Integration Strategy

Weeks 11–16

Define Data Flows

Map how data moves between commerce platform and ERP (pricing, inventory, history).

Select Middleware

Choose the integration layer to enable real-time flow and prevent bottlenecks.

Plan PIM Integration

Set up architecture for a centralized PIM system to ensure catalog consistency.

Phase 4 Development

Weeks 17–26

Frontend UI/UX Development

Design a digital-first portal. Ensure UX matches B2C expectations for product discovery.

Backend Configuration

Build logic to support dynamic pricing models, personalized catalogs, and workflows.

Execute System Integration

Connect the commerce platform, middleware, PIM, and legacy ERP environment.

Phase 5 Launch & Optimization

Weeks 27–30

Pre-Launch System Testing

Conduct UAT testing to validate real-time synchronization under load.

Go-Live Execution

Deploy architecture to production, initiating phased rollouts for key partners.

Post-Launch Optimization

Resolve friction points and implement further automation of manual tasks.

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Phase 1 Discovery & Assessment

Audit Current Operations

Define Business Objectives

Assess Legacy Systems

Phase 2 Platform Selection

Evaluate Implementation Models

Select the Tech Stack

Choose an Implementation Partner

Phase 3 ERP Integration Strategy

Define Data Flows

Select Middleware

Plan PIM Integration

Phase 4 Development

Frontend UI/UX Development

Backend Configuration

Execute System Integration

Phase 5 Launch & Optimization

Pre-Launch System Testing

Go-Live Execution

Post-Launch Optimization

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