Build a thriving eCommerce Online Retail Business with Magento Enterprise and Community.

1. BUILD A THRIVING E-COMMERCE
BUSINESS WITH MAGENTO
Feb 2014

2. A Quick Introduction about CLEARgo

3. CLEARgo’s Proposition:
The Brand eCommerce Agency
that delivers eCommerce success for clients

4. CLEARgo Services
PLAN
BUILD
OPERATE
GROW
E-Business
Strategy
Online Branding,
User Experience & Technology
Day-to-day Management
of the Online Business
Performance Marketing,
CRM & Conversion Optimization

5. Our Clients

6. Official Magento Solution Partner
As Magento Solution Partner, CLEARgo provides
Magento site design and development, customized
modules development, Magento hosting, and multichannel solution that integrates with Magento and eBay.

7. Building your eCommerce presence

8. Key Elements in Planning Your eCommerce Presence
Merchandising
& Inventory Mgmt
Customer
Care
Branding &
Channel
Order & Fulfillment
Management
Marketing & CRM
eCommerce
Technology

9. What you need to look for when planning your eCommerce site
How would you scale your business
Supported Countries / Languages / Currencies / Dispatch Centers

10. What you need to look for when planning your eCommerce site
How would you scale your business
Supported Countries / Languages / Currencies / Dispatch Centers

11. What you need to look for when planning your eCommerce site
How would you scale your business - Single Site vs. Multi-Sites / Multi-Stores

12. What you need to look for when planning your eCommerce site
What devices will consumer use - Responsive Design / Mobile Version

13. What you need to look for when planning your eCommerce site
How consumers would shop your products - Site-wide filter / Quick finder
Quick Finders

14. What you need to look for when planning your eCommerce site
How consumers would shop your products - Product Search & Filter

15. What you need to look for when planning your eCommerce site
How consumers would shop your products – Selecting sizes, colors, etc.

16. What you need to look for when planning your eCommerce site
How consumers would shop your products - Product Attributes

17. What you need to look for when planning your eCommerce site
How consumers would shop your products - Product Bundles

18. What you need to look for when planning your eCommerce site
How consumers would shop your products – Subscription Purchase

19. What you need to look for when planning your eCommerce site
How consumers would shop your products - Product Information

20. What you need to look for when planning your eCommerce site
Help consumers to make up their mind to check out
Create urgency to check out
Help Available Now
Confidence in Checkout
Push for Higher AOV
Free Shipping Qualification
Additional Checkout Methods

21. What you need to look for when planning your eCommerce site
Improve the checkout process - social connect & guest checkout

22. What you need to look for when planning your eCommerce site
Improve the checkout process – store pick-up / select delivery time

23. What you need to look for when planning your eCommerce site
Improve the checkout process – accepting various payment methods

24. What you need to look for when planning your eCommerce site
Ability to run promotions flexibly
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Product-based promotions
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Shopping cart-based promotions
•
Customer segment-based
promotions

25. What you need to look for when planning your eCommerce site
Integration requirements
ERP
OMS
CRM
eCommerce
Email
WMS
Analytics

26. What you need to look for when planning your eCommerce site
Scalability & Availability of your eCommerce Infrastructure
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Scalability
Availability
Performance
Security
Backup

27. Deciding the right eCommerce platform

28. Factors in deciding your eCommerce platform
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Ability to fit your immediate requirements
•
Ability to grow with your business
•
Initial investment & maintenance cost
•
Technical resource requirements & availability in the market

29. eCommerce platforms in the market
Mostly used by major International
brands with complex requirements
and significant online business.
Cost over US100k for licensing a year.
Investment usually cost around
USD300k-1M to begin with.
Very complex
requirements
One of the popular open source
options for expandability and
no licensing cost. Typical
investment at around USD2050k to begin with.
Open source or inexpensive SaaS
platforms for rather small
sellers. Typical investment
around USD1k-20k to begin with.
One of the popular Enterprise
option due to relatively cheap
licensing (USD15k per license
per year) and rich features.
Typical investment at around
USD50k-100k to begin with.
Very simple
requirements
Very small sellers
Very large sellers

30. Different types of eCommerce platforms
• SaaS-based
– For small business: Shopify, Magento Go, etc.
– For large business: Demandware
• Open source license
– Magento Community, Prestashop, etc.
• Commercial license / open source
– Magento Enterprise
• Commercial license / non-open source
– ATG, IBM Websphere Commerce, etc.

31. Magento is the most popular platform for Alex’s Top 1M sites
http://www.magentocommerce.com/blog/comments/magento-is-the-leading-ecommerce-platform-for-alexas-top-1m-sites/

32. Magento is popular across different scales
Top 10k sites
Source: Builtwith.com
Top 1M sites
Top 100k sites
All sites

33. Explaining Magento

34. Different Magento Versions
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SaaS-based
US$15-125 / mo
Suitable for small
sellers only
Limited capability in
customization &
integration
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Open source license
No license fee / Free!
Need your own
infrastructure
Rich feature set and
fully customizable
Large number of 3rd
party plug-ins
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Commercial license
with open source
Around US$15,500
per license
Need your own
infrastructure
Enterprise level
product with better
performance, security,
advanced features,
support, etc.

35. Key Magento Features
Attract & Convert
Make Buying Easy
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Get Found with SEO Support
Dynamic Customer Segmentation
Flexible Marketing Promotions
Targeted Promotions based on Segments
Custom Coupons
Recommendations, Cross & Up Sell based
on flexible rules
Product Reviews
Automated Email Marketing Reminders
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Multi-Site, Multi-Lingual, MultiCurrency Support
Flexible Product Setup
Search Engine with Apache Solr
Advanced Product Filtering
Multi-Devices Support
One-Page Checkout
Flexible Payment & Shipping Options
Returns Management Support
Retain Customers
Scale, Manage & Custom Integration
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Loyalty & Reward Programs
Private Sales to VIP Members
Custom Gift Registry, Gift Cards & Store
Credits
Email Platform Integration
Enterprise-only features highlighted in Red
High Performance Scalable Architecture
PA-DSS Compliance & Encryption
Full Page Cache
Custom Customer Attributes
Content Staging and Merging
Fully Customizable
Ability to Integrate with ERP & CRM Systems

36. Fundamental Magento Concepts
Global | Site | Store | Store View

37. The Magento Dashboard

38. Managing Orders

39. Managing Products

40. Managing Products – Setting Price

41. Managing Attributes & Attribute Sets

42. Managing Customers, Attributes & Groups

43. Managing Dynamic Customers Segments

44. Managing Promotions

45. Magento Connect

46. Custom Module Development

47. Implementation Process

48. Project management methodology
The goal of our process is to provide consistent procedures for all engagement steps which
encourage usage of best practices, while providing clients with greater clarity of expectations, weekly
progress reports, and a higher degree of project organization. Our process helps us achieve on-time and
on-budget solutions.
Discover
Assimilate all
marketplace, brand,
competitive, consumer
& market information
relevant to the
engagement objective
Define
Prioritize
opportunities &
define resources,
clarify client needs
Design
Develop
Refine & document
technical
specifications,
information
architecture,
creative design
comps etc…
Build elements
required to
implement the
solution, Extensive
QA
Deploy
Deliver the final
solution. Deploy
measurement
strategy to refine
efforts,
Maintenance,
Extensive QA

49. Discover
Define
Design
Develop
Deploy
Discover
At the initial stage of our engagement, CLEARgo will work with client to perform
the following:
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Business objectives & targets
Brand positioning & online audit
Consumer analysis
Competitive analysis
Demand provisioning

50. Discover
Define
Design
Develop
Discover
Client needs to decide on the business strategy of the e-commerce store,
which includes the following:
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The branding & product mixes of the shop
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Target markets & audience
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Country/language combination
Logistics & customer service management
Shipping methods, pricing & returns policies
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Store brand / Product brands / Categories
Personas development
Flat-rate / table-rate / customized calculations
Payment methods
Deploy

51. Discover
Define
Design
Develop
Define
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Define branding and creative brief
Define information architecture and user experience flow
Confirm if there is any unique site functionality or advanced functions that
requires customized development on Magento
Define user segment requirements (e.g. general vs. VIP vs. trade customers)
Identify integration requirements & workflow
(shopping process, integration with backend system such as ERP system, POS
system, third party system etc.)
Define administrative functionality and requirements
Define product types, formats & attributes
Deploy

52. Discover
Define – Information Architecture
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Set up site map
Prepare a detailed taxonomy of all
elements of the e-Commerce site
Define a unique and clear label for
each item in taxonomy
Highlight important items and place in
higher location in site map
Define
Design
Develop
Deploy

53. Discover
Design
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•
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Information architecture design
Creative design
Technical design
Define
Design
Develop
Deploy

54. Discover
Define
Design
Develop
Deploy
Design – Functional Design / Wireframe
To facilitate information architecture design. Our UI team will create wireframe
for each page to communicate and confirm with client on content & functionality

55. Discover
Design – Functional Design / Wireframe
Define
Design
Develop
Deploy

56. Discover
Define
Design
Develop
Deploy
Design – Creative Design
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Mood board
Initial creative concepts
Layout & template design

57. Discover
Define
Develop – frontend & backend
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Install Magento site in development server
Extension selection for advanced functionality
Extension development for customized functionality
HTML production for Frontend layout
Template integration
System integration with 3rd party systems
Design
Develop
Deploy

58. Discover
Develop - Magento Configuration
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Setup product categories and attributes
Setup store and contact information
Setup HTML email template for transactional email
o
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Client provide contents
Setup shipping method such as table rate or flat rate
Setup payment options such as paypal
And other build in features……
Define
Design
Develop
Deploy

59. Discover
Define
Design
Develop
Deploy
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Data Input
o Sample products will be created in system for client to follow and input products
o CVS will be provided for batch input
o Client provide content / translation such as shipping policy, About Us, etc. to replace
dummy content
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UAT
o User acceptance testing will be conducted before the site launch.
o The purposes are system testing, debug and proofreading
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Deployment & Launch
o
After confirm the site is ready to launch, the system will be deployed to the
production/live server and launch to public
Deploy

60. Timeline for Development (reference only)
Discover / Define
Design
Technical
8-10 weeks
3-4 weeks
• Translate Business
Requirements
•Review Business Plan
•Target Audience &
Demog. Analysis
Information
Architecture
Analysis
2-3 weeks
Develop / Deploy
• Use Case
development
•Content
•Schematics
• Site Maps & Work Flow
•Functional Requirements
• Technical Requirements
- Production Environment
• Final Technology
Selection
•Magento Configurations
•Integration &
Customization Design
•HTML
Design
•Revised
Creative
•Copy
Writing
• Backoffice System & Payment
Gateway Integration
• Magento Module Development
• Template Integration
•Data Population &
Migration
•Quality Assurance &
UAT
Key
Outputs:
• Discover Document
• Brand Themes
• Positioning Statement
• Use Cases
• Navigation
• Draft Site Map
• Detailed Design Doc.
• Final Site Maps and
Information Architecture
• First Site Prototype
• Site Launch

61. Case Studies

62. Our Magento Enterprise Experience
Super Book City http://www.superbookcity.com
Project Highlight
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Based on Magento Enterprise
Over 1 million SKUs
Integration with SAP, Membership system, DRM, etc.
Highly customized fulfillment & return process implementation
Fully redundant infrastructure implementation

63. Our Magento Enterprise Experience
Cartridges Direct http://www.cartridgesdirect.com.au
Project Highlight
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Based on Magento Enterprise
Migration from previous .Net platform
Integration with Microsoft Dynamics NAV
On-going optimization
Abandoned cart recovery with SaleCycle

64. Our Magento Enterprise Experience
Jebsen Fine Wines http://www.jebsenfinewines.com
Project Highlight
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Based on Magento Enterprise
Integration with Oracle ERP & WMS

65. Our Magento Experience
Proactiv
Background
Solution
Since its launch in Hong Kong in 2011, Proactiv
has become the most popular acne solution in
town. Following its launch through traditional
channel, Proactiv is looking to sell online to
provide better service to its Proactiv Club
members.
Working closely with Proactiv, CLEARgo
provided Magento-based e-commerce solution
that is tailored to Proactiv’s requirements,
including the Proactiv Club membership
features, and product subscription with recurring
payment, mobile e-commerce, etc.

66. Our Magento Experience
Responsive Web Design for Puzhen http://www.puzhen.com

67. THANK YOU
for your time & attention
For more information, please contact:
Charles Chan
charles@cleargo.com
+852 9470 6088
http://www.cleargo.com