The Joy of Exponential Growth: Outgrowing Your Business Systems

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Lewis O’Brien’
5 years ago
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2 The Joy of Exponential Growth: Outgrowing Your Business Systems

3 Jared Shaner Chief Revenue Officer Trellis Jaredism Trelliscommerce

4 The Journey

5 Today s Stops Identity Understanding of self Issue Recognition Where are the issues that need to be changed? Solution Planning Finding the right vehicle, MAGENTO.

6 Today s Stops The Major Attractions What to make sure you pay attention towards Beauty In Simplicity Design, development, and everything in-between Review The end result of all the careful planning and work

7 What is Small Business, Who is this for? The context MAY be a bit different when we are talking ecommerce Identity

8 The Imbalanced Merchant?

9 The One Man Band

10 The Marketer or Creative

11 OR Anyone Else Seeing/Feeling The Signs

12 Signs That It s Time to Scale Your Stack Your ears and eyes will tell you Issue Recognition

13 The Signs It s Time To Scale Your Stack 1) Manual Processes Own Your Day Do you live in Excel? Hint: If there is more than $1M worth of business tracked on an Excel document, it s time to talk to someone 2) Keep Your Ears & Eyes Open Finger pointing rampant

14 The Signs It s Time To Scale Your Stack 3) Consumer Insights Nonexistent Decision making paralysis Lack of TRUE understanding of customers 4) SAAS Platform License Costs Are you seeing these costs steadily increase or even skyrocket over the last 12 months?

15 How Our Merchants Feel With Other Platforms

16 Why Magento for Small Business Your ears and eyes will tell you Solution Planning

17 Why Magento For Small Business Options in the market, WHY Magento is the market leader Magento Commerce Cloud Starter plan Large pool of qualified developers and agencies Size of Magento community Scalable Based on Open Source Tons of built-in features Designed to be budget friendly

18 The Magento Marketplace Thousands of Magentocertified extensions available The leading ecommerce platform on the planet 3 rd Party software adoption rate is HIGH Value of Open Source platform becomes even greater Magento ongoing innovations

19 Large Pool of Qualified Developers How do you choose the right SI? Fundamentals Innovation Team Giant size of Magento community as a whole No reinventing the wheel Easily move if there ever isn t a FIT Ask for the DQS Trellis 83.33%

20 Enterprise Functionality for Small Businesses & Budgets The typical brief The Major Attractions

in-house team Winning Approach SI prebuilt packages MVP approach Magento data

21 Typical Brief Strict Budget Data is scary and has been locked away in hiding No strong method to merchandise to consumers in a bespoke manner Limited in-house team Winning Approach SI prebuilt packages MVP approach Magento data migration tool and documentation Heavy client project involvement Training is ESSENTIAL

22 Champagne Results On Beer Budget The result of good communication and proper expectations Beauty In Simplicity. Enjoy the Ride!

23 Keys To Success Focus on streamlining each phase Design Development Data Extensions and Integrations Set agency expectations upfront Communication must be good throughout the project Must understand there is little room for redesigning/reworking big pieces mid project

24 Designing for Small Business Beauty in simplicity

25 Quick, Accurate, and Beautiful Design decisions should be done with an underlying theme in mind Use pre-selected array of themes that are known to be well-built and fully-featured Design and frontend teams should be well-connected Establish EARLY and OFTEN reviews with your agency partner Utilized experienced and vetted development staff that knows tricks for shortening the time frame to convert designs into frontend pages

26 Development on a Budget Let the platform and community do the work for you

27 Quick, Accurate, and On Budget Pre-scout as many extensions as possible during discovery -- it's rare that you re the first in the world that needs a specific capability or connector Maintain an internal cookbook of solutions for things that come up often Module that sets up a new table with simple models Module that creates an admin section that manipulates a table Module that creates a frontend section to display results from a table Build development teams containing developers with the assortment of skills needed to quick-build projects

28 Inexpensive Hosting Magento has an option for you

29 Keeping Hosting Costs Down Collect vital data upfront (expected visits/day & orders/hour) Perform tests that help you determine the minimum specs you need to properly run Magento Retain machine images or docker containers with commonlyneeded loadouts to shorten the spin-up process With proper caching, Magento requires relatively high RAM but low CPU in production mode IF you aren t utilizing MCE Consider CI/CD solutions that offload code generation to an external server to prevent heavy load on production servers

30 Data Transfer Don t let it trip you up

31 Where To Begin Identify data that needs to be transferred such as orders, customers, and products What product types do you need? Simple, configurable, bundled etc What attributes need to be filterable? Get a sample Magento export file to replicate proper Magento data import structure Look for extensions that will allow for import of orders if necessary Magento 2 has a migration tool from Magento 1 There are other data migration tools and extensions for different platforms

32 The Easy Routes Get a sample Magento export file to replicate proper Magento data import structure Look for extensions that will allow for import of orders if necessary Magento 2 has a migration tool from Magento 1 There are other data migration tools and extensions for different platforms

33 The Necessary Basics: Shipping, Payments, and Integrations The quicker, the better

34 Don t Make Life Harder Than Necessary.. Leverage a payment gateway that is part of Magento core integrations or has a very high quality extension Make use of Magento Shipping UPS, USPS, Fedex, and Flat rate Partners like ShipperHQ and Amasty provide solutions for more complex shipping setups

35 Have more complex integration needs? ERP, CRM extensions and connectors available such as Celigo, Ebridge, and nchannel Avoid building custom integrations unless absolutely necessary Don t forget the entire customer journey and make sure the entire order flow is convenient Transactional s: are they properly branded? The customer account pages are setup in a quality fashion for easy reordering or viewing tracking data

36 This Concept In ACTION Review

37 This Concept In ACTION

38 Prive Revaux The Results Magento Keynote? 3x increase in sales Integrated content and sales experience

39 Allstar Sports The Results 170% increase in online sales Y1 Sub 1s load times Build costs executed below yearly platform costs

40 Want To Talk More? Trelliscommerce

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