On-boarding Process
- Noreen Ayesha
On-boarding Process
Account transition from BizDev to Delivery Team
After signing contract, BizDev team hands over the client to Delivery Team
Whatsapp group creation
Adding POCs from merchant and XStak’s team
Explanation of merchant's specific use cases (if any) via email or meet call
Welcome message along with On-boarding form
OE app installation
We request collaborator access of merchant’s store
Custom app & OMS app
Custom app :
Multiple API calls for onboarding (XAP onboarding, Product Onboarding ) - Account ID is received in response
OMS App :
Self service XStak OMS - XStak OMS - Comprehensive Order, Inventory, and Logistics | Shopify App Store - Account ID is received after app installation
Manual configurations:
Run inventory sync so that inventory jobs should be created
Enable Tag management so merchant can add his own customized tags in order and filter order based on those tags
Once couriers are integrated from OE’s FE, we request our QAs to add couriers IDs in MySql
All above points are being tracked in this epic:
Testing :
We create a test product with dummy inventory
e2e testing of Order flow (Order Landing - Order Delivery) along with Inventory and Price flow
Pre-Go-Live call
E2e flow is explained to client using test product
All features are explained to the client during call
Removal of test data and adding accurate inventory for all SKUs
User creation via User Management
Go-Live call:
Merchant starts OE for their real orders
Any queries raised by client are answered
Meeting minutes along with User manual links are shared for reference
Client is guided on how to raise tickets via CS portal
Dashboard to track client's tickets is created and added in group description
Follow-up call:
After few days we schedule a follow up to take client’s feedback
Transition to Support Team:
After 2 weeks of go-live we hand over the client to support team for further assistance
An email is sent to support team with all required details (ecommerce channel details, Login credentials and Dashboard links etc) + We add all these details on confluence