E-commerce Pre-study
Shopify Discovery
A tailored discovery to define your business goals, technical requirements, and a clear, low-risk plan for your next Shopify build.
Know Before You Commit
We map your systems, integrations, and requirements in full before build starts, so you invest with complete visibility into scope, cost, and risk.
Full Alignment
We bring your key stakeholders, IT, commercial leadership, and operations, into a structured process that resolves ambiguity early and builds internal consensus before commitment.
Solution Outline
Every Discovery ends with a structured, actionable blueprint covering solution architecture, phased roadmap, integration plan, and investment, giving you and your team a single source of truth to build from.
+60 Successful Shopify Plus Projects
Brands that trust us
Is Discovery right for you?
A Discovery is the right starting point if you are facing any of the following:
Platform Evaluation
You are assessing Shopify or considering a move away from your current platform and need a structured basis for that decision.
Legacy Systems
Your CMS, PIM, or ERP is fragmented or outdated and needs to be addressed as part of a broader re-architecture.
New Technology Stack
You are building on a new or unfamiliar stack for the first time and need to validate your approach before committing.
International Expansion
You are scaling into new markets, channels, or business models and need a plan that accounts for that complexity from the start.
B2B Commerce
You operate B2B with complex pricing structures, account hierarchies, or non-standard checkout requirements that need to be mapped before build.
Unclear Roadmap
You lack a defined direction across UX, content, SEO, or performance and need alignment before investment decisions are made.
Significant Investment
You are preparing to commit substantial budget and need an independent, well-founded basis to take to leadership or a board.
Multiple Stakeholders
Your project spans IT, commercial, and operations with competing priorities, and you need a structured process to reach alignment before build begins.
What you get
Every Discovery is different. The scope is tailored to your situation. These are the typical components of the Solution Outline we produce:
Commercial Clarity
We establish your current situation, commercial objectives, and KPIs tied to revenue and conversion, creating the guiding principles that inform every technical and business decision throughout the project.
Solution and Architecture
We define the recommended Shopify configuration, integration architecture across your ERP, PIM, and WMS, and a migration plan with a clear go-live approach.
Roadmap and Scope
We produce a phased scope with milestones, owners, and dependencies, with estimates per phase that enable fixed-price agreements for implementation and clear decision points for what comes next.
Specialist Areas
We cover SEO strategy, content modelling across PIM and CMS, search and merchandising approach, CRM and automation planning, and a risk analysis with identified mitigations.
How it works
Discovery is structured around a series of focused workshops. The number of sessions depends on the complexity of your project. Each workshop covers a defined area and is led by a specialist on our side. You will be invited into our project management platform from day one. Everything is documented transparently as we go: your team can follow, contribute, and add context between sessions. There are no hidden analyses or conclusions formed outside the room.
Kick-off
We align on scope, participants, and the workshop schedule. You gain access to the project board.
Workshops
A structured series of sessions covering your business, systems, integrations, customer journeys, and commercial requirements.
Analysis
We process the full picture and develop the recommended solution, architecture, and roadmap.
Solution Outline
We deliver the completed document and present the findings, investment, and proposed next steps.
What we need from you
A Discovery requires active participation from your side. We will need access to the people who understand your business, your systems, and your commercial objectives. Typically this includes:
- Executive or commercial leadership
- IT and system ownership
- E-commerce and operations management
- Where relevant: your existing technology vendors
The more prepared your team is going in, the sharper and faster the output. We will provide questions and context in advance of each session.
Why this matters
Projects rarely fail because of the technology. They fail because the groundwork was not done.
Avoid Costly Mistakes
The most common reasons e-commerce projects go over budget or miss deadlines are not technical. They are the result of unresolved requirements, misaligned stakeholders, and integration complexity that was not understood early enough.
Commit With Confidence
A Discovery gives your organisation the clarity to commit to a plan before a single hour of development is spent, and gives us the foundation we need to deliver the right outcome.
Organisational Alignment
We bring your leadership, IT, and operations into a single structured process, resolving competing priorities and building the internal consensus needed to move fast once build begins.
Ready to build on solid ground?
A Discovery is where every successful Shopify project begins. Contact us today to discuss your situation and explore how we can turn your goals into a clear, actionable plan.