At Meta Section, we love checklists. We have checklists for everything (well almost). We strive for process optimization. This aids in speed, quality, and thoroughness. Whenever we start on an eCommerce project for a customer, we refer back to this checklist to make sure all of the site basics are covered.
Note: If you want to read more about using Checklists, check out The Checklist Manifesto by Atul Gawande
Simplicity and Ease of Use
Can you operate this product, platform, or site?
Is it too complex or sophisticated for your needs?
Will you need to add staff to support it?
Is there an excellent search feature?
Dashboard and Metrics
Can you see where your orders are coming from?
Do you know what your most popular products are?
Our favorite topic!
Gateway integrations? Your merchant account?
Gift and Loyalty Cards?
Payment plans or deferred billing?
Donations and Charity?
Does the catalog management system support all of the product modifiers that you have? Size, Color, multi-dimensional, etc.
Can you publish your content?
Leverage social media within the order processing workflow?
Discounts, Offers, and Coupons
Does the system have built in coupons and offers? Integrations with third party platforms?
Upsell and Free Gifts
Does the system offer promotional items?
Addons to common items?
Free gifts when levels are hit?
How To articles?
Customer reviews managed onsite or with third party?
Does the system allow you to build custom contact forms?
How about adding Live Help?
Integrated and third party loyalty program support?
Special Offers for loyal customers?
Rewards for specific behavior? For example, like us and get 1000 points.
Order Processing and Tracking
How does the system process the orders? How are you notified?
Does the system support automatic re-orders?
Shipping and Handling
Does the system support the shipping API’s and functionality that you need? For example, you want to ship variable weight and size items in multiple boxes via the UPS API.
Gift and special packaging services?
Pickup and Delivery
Does the system support pickup and delivery?
Hours of Operation?
Physical, Digital, and Perishable Goods
Is your product type or types supported? Does it work well?
Do you operate multiple stores?
Do you ship from the local facility?
Cart Management and Wish Lists
Abandoned cart notifications or reminders?
Can the customer store items for later reference?