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Go-live checklist

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Go-live checklist

The path towards a production environment

This document describes your run-of-the-mill migration process, primarily aimed at moving to a production environment.

Preparations​

Rolling out a the EVA Contextual Commerce platform requires key building blocks to be in place. To facilitate this, we will host a recurring series of workshops and sessions, achieving go-live milestones as we progress.

During these sessions our Subject Matter Experts will introduce concepts, configuration choices and implementation pointers, plus keep tabs on progress. They also serve as moments to answer questions or provide guidance.

Go-live team​

Moving to production demands certain insights from people with specific knowledge and experience. Your go-live team will include, but not limited to, the following roles within New Black:

  • Project Manager
  • Transformation Lead
  • Solution Architect
  • Infrastructure DEV
  • Standby Support DEV
  • Subject Matter Expert(s)

Migration Checklist​

The following migration checklist is divided into work streams and milestones for each. Milestones first need to be achieved before proceeding to the next work stream.

Hardware and Infra​

The following steps are done by us (New Black):

  • Enable CosmosDB for e.g. document/blob storage
  • Enable ElasticSearch for order & product search
  • Data lake Pipeline, Folder Naming (make sure data flows to datalake)

The following steps are done by you (the customer):

✅ Milestone: Devices in place and functional

Basic Configuration​

  • Copy settings from Test Environment
    • Prod API key for Google Places (if you make use of it)
    • Prod key for Scandit
    • SMTP or preferred MailGun settings for email
    • Event exporter endpoint for PROD
  • Assortment Cultures
  • Return Reasons
  • Stock Labels

Users​

OUs​

  • Create or import Organization Units and hierarchy
    • Set up Languages (on the OU itself in Admin Suite) and Currencies on Organization Units
    • Define address, opening hours & lat-long for stores
    • Check accounting on/off toggle for Cookbook processing
    • Connect shipping methods to Organization Units in Admin 1.0
    • Connect OUs to Company
    • Create Organization Unit Sets
  • Connect Live Guard to your back-end via the LiveGuardGenerateApiKey
  • Create stations for your go-live stores
  • Create devices under these stations

    Note: Ensure devices have your in-store IP-addresses (not in EVA - ensure PROD firewalls allow EVA traffic).

Data lake​

  • Set tasks to export to data lake
    • Stock
    • Products
    • Rejection reasons
    • Stock mutations
  • Define endpoint + token for production data lake

Set up Tax Management​

  • Configure Tax Codes and Rates per country (be sure to include a zero tax rate for promotions to work)
  • Configure Avalara Production account in EVA
  • Configure Avalara settings in EVA
  • Configure settings in Avalara
  • Set correct setting for tax calculation (EU vs US) - CalculateAmountsBasedOnExTax

Finance​

  • Create General Ledger Accounts
  • Copy Recipes from Cookbook
  • Set-up finance export end-point
  • Set up cronjob to run daily export on specific time (for e-commerce and/or warehouse)
  • Define income & expense types

Payment Methods​

  • Copy PSP production credentials
    • Adyen user
  • Split payment method per card brand + codes
  • E-commerce: allow unblocked payment methods per OU
  • Configure Payment methods in Admin Suite and don't forget to set Payment categories
  • Check if payment methods for Returns are correct

Stencil​

  • Create emails for password reset
  • Copy Stencils from test
  • Check invoices
  • Check thermal receipts
  • Check packing slips
  • Insert partials for certified invoices (header + footer)

Pricing & discounts​

  • Create Pricelists
  • Populate pricelists with data (check if all products IDs are in your product database)
  • Connect pricelists to Organization Units
  • Copy discounts from test

Products & content​

Stock​

  • Set-up supplier structure
  • Configure cronjob for e-commerce stock feed
  • Create stock feed URL for Prod
  • (Create and confirm initial Purchase Order for the stock move)
  • Copy Cycle count settings

Fulfillment​

Customers & opt-in​

  • Create newsletters + connect to OUs (DORA)
  • User requirements

Returns​

  • Create custom return reasons
  • Set default return date setting to >14 days Returnable:InvoicedDays

Fiscalization​

  • Fiscal settings on PROD
  • Onboard devices
  • Run fiscal test / control document