- Knowledge Base
- Partner-Led Onboarding
- Discovery Phase
Onboarding: Catalog Architecture Review
A review of the customer’s Shopify architecture, detailing site set up and management.
✅ Process
This review can be managed however the Onboarder sees fit;
- asynchronously, by gathering the information and sharing it with the customer to confirm
- on a call, to speak through the catalog architecture with the customer in real time
There are two components to this information gathering; a Shopify audit and a customer questionnaire.
Shopify Audit
The Onboarder should gather the following information from the customer's Shopify. Nyla provides a worksheet below, or the information can be gathered manually.
- Catalog size: count of published & unpublished products
- Product Option Analysis
- current maximum number of product options supported per product
- most common option count
- swatches
- Product Type
- Metafields
- Collection Count
- Compare-At Pricing
- Bestselling Products
Once gathered, the above information should be confirmed with the customer.
Questionnaire
The Onboarder can send the Catalog Architecture Questionnaire (see below) asynchronously, or review in real time with the customer, as long as the information is collected for Design and Build phases.
🗂️ Resources
- Nyla's Catalog Architecture Template. This is a read-only file with instructions. Please duplicate the file ahead of use.
- Share this link with customers to complete the Catalog Architecture Questionnaire
- Catalog Architecture Questionnaire results are collected this read-only shared document, available only to Onboarding Design Partners. Once your customer completes the form, retrieve their results by copy and pasting them to your own resources.