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    Six Critical Steps to Take Before a Replatform

    Say the word “replatform” in front of most e-commerce experts, and they’ll probably grimace.

    There’s no way around it: From selling the project to maintaining a timeline to ensuring third-party vendors are on the same page, there’s a lot of pain in replatforming. And after investing months of time and boatloads of cash into a replatform, the result can still end up being a Web site that doesn’t live up to expectations.

    So how can you ensure your replatforming project doesn’t fall short?

    Brian Walker, vice president & principal analyst, eBusiness & Channel Strategy at Forrester Research, revealed some critical steps to take before beginning a replatforming project, and some new data from a study sponsored by Monetate to prove why those steps are so important during the recent Retail Online Integration webinar, Successful Ecommerce Replatforming.

    Six Critical Steps to Take Before a Replatform - slide 1

    Click through for six steps that must be taken before a replatform project is initiated, as identified by Forrester Research and Monetate.

    Six Critical Steps to Take Before a Replatform - slide 2

    Instead of describing replatforming as a “project,” use the word “program.” Research from Forrester indicates that key performance indicators (KPIs) take a hit after a replatform goes live. For example, 39 percent of companies surveyed by Forrester reported their conversion rates were negatively affected after a new platform was launched, while 44 percent saw a decrease in site load time. Walker says these numbers show that replatforming can’t be sold as a once-and-done project, because odds are you’ll have to continue to tweak and optimize the site post-launch. Best bet: Sell replatforming as a program that’s important to the long-term capability of the site, not an immediate ROI-generator. Being clear about that upfront means expectations will be aligned, and there won’t be an awkward conversation if KPIs take a dip.

    Six Critical Steps to Take Before a Replatform - slide 3

    It’s not just KPIs that will take a hit. It’s also likely your replatforming timeline will, too. Forrester found the average replatform is delayed 4.2 months. Walker’s suggestion: Sell the replatform as a three-year ROI, not a three-month ROI. After a replatform, there are sure to be usability and functionality issues that will need to be worked out, so building a cushion into your replatforming timeline is critical. And for retailers, that 4.2 month delay means that scheduling a replatform to go live in September or October could be the holiday kiss of death. So it’s best to plan for a replatform to go live in Q1 or Q2 to make sure you’ll have all of the tweaks worked out before the big shopping season.

    Six Critical Steps to Take Before a Replatform - slide 4

    “As much as it might be great to go cowboy and reduce the number of dependencies across the organization [that are involved in the replatform], you’ll be much better off forming a strong cross-functional team,” Walker says. From a change management standpoint, it’s better to have more heads at the table so you can find out which changes will impact IT, sales, and other departments from the very beginning instead of trying to get everyone involved as the platform is about to go live.

    Six Critical Steps to Take Before a Replatform - slide 5

    Among the new research Forrester revealed: 63 percent of companies based their decisions to migrate existing and new features into a new platform on “perceived ROI,” while 54 percent were motivated by a company wish list. Walker’s take is that more companies have to test before a replatform. “There’s a lot of guesswork about providing the right customer experience,” Walker says. “Much of [replatforming and redesigning sites] is going on hunch, going untested, not being examined from a quantitative standpoint. What seems like a great idea in the conference room is only great if the customer deems it so.”

    Six Critical Steps to Take Before a Replatform - slide 6

    It’s critical to be clear about what you’ll need to operate the site after a replatform. Here’s why: If you launch a great customer experience, but can’t manage the site afterwards, things can go belly up. So think about the specific resources and IT support you’ll need to keep the site running post-launch, and list those upfront so nobody is surprised.

    Six Critical Steps to Take Before a Replatform - slide 7

    One of the most common problems during a replatform is trying to do too much at once. Bundling a new site design with a new e-commerce platform and a mobile optimization project into the same replatform is just too much. Changing all of those features at once increases the chance something will go wrong. “Develop a rational replatforming program and operations plan,” Walker says. “Don’t try to do too much at once across all of these application types and customer experiences. If you add too much scope to a replatform, you’re just going to have to trim it down later anyway.”

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