37 action items across pre-migration, build, and post-launch, so your next ecommerce replatforming doesn't become a nightmare.
When enterprise teams think about replatforming projects, most dread the migration itself: the data, the downtime, the redirects. But trust us when we say: that's rarely where things actually break.
They fail because teams underestimate what they're actually migrating: the pricing logic, the ERP dependencies, the 47 third-party plugins quietly holding the revenue engine together. By the time that becomes obvious, the project is already three months over schedule and the agency is pointing fingers at the vendor.
We created this checklist to help teams navigates the turbulent waters and make it as seamless as it can be.
We've built it around the 6 Principles of Enterprise Replatforming: from framework strategy and direct engineering access through to ERP integration, workflow orchestration, multi-site management, and hyper-personalisation. Whether you're running 50 franchise sites or consolidating a fragmented B2B stack, using this checklist should be helpful.
What's Inside The eCommerce Replatforming Checklist
Pre-Migration Audit Framework
Before a single line is migrated, you need to know exactly what you have. This section walks you through auditing your current workflows, documenting B2B pricing models, mapping every ERP and CRM dependency, and defining the difference between a genuine business requirement and a workaround that snuck into production three years ago.
Vendor & Engineering Evaluation Criteria
Not all SaaS support models are equal and at enterprise scale, the difference between tiered ticket support and direct engineering access can cost you weeks during a critical incident. This section gives you the right questions to ask vendors before you sign anything.
ERP & Integration Readiness Checklist
Real-time, bi-directional data flow between your commerce platform and ERP isn't a feature, it's the foundation of customer trust. This section covers every integration touchpoint: inventory, pricing, customer data, order status, and credit limits, with specific steps to identify batch sync risks before they become customer-facing failures.
Orchestration & Automation Migration Steps
Zapier chains and plugin stacks look manageable until you try to move them. This section covers how to reconstruct your automation layer inside the new platform natively — including event-driven triggers, conditional workflow logic, retry handling, and the SaaS tools orchestration should make redundant.
Multi-Site Configuration & Brand Governance
Whether you're managing franchise locations, regional sub-brands, or campaign microsites, this section covers hierarchy setup, brand guardrails, reusable component libraries, and how to test that a new site launch has become operational rather than a project.
Post-Launch Monitoring & Team Handover
Go-live is not the finish line. This section covers the 30/60/90-day review cadence, integration health monitoring, SEO integrity checks, and the documentation and training steps that determine whether your team actually owns the new platform, or is dependent on whoever built it.
