Epic Questions

B2B Platform Architecture

https://dept-nl.atlassian.net/browse/BLAC-6171

Goal: A scalable B2B store on Shopify Markets in the BLACKROLL Plus organization, on b2b.blackroll.com.

Scope:

  • Decision to avoid the complexity of a headless shop has been made. Default to native unless a must-have can't be met

  • Store, markets, domains and staff access in the Plus organization

  • Architecture record for the decision, aligned with ADR-035

Done when: the decision is signed off by Kristy and the store accepts test orders.

Details:

  • Workstream: Store setup

  • Delivery: 22Bits

  • Wave 1: Yes


B2B Customer Accounts & Migration

https://dept-nl.atlassian.net/browse/BLAC-6178

Goal: Existing dealers reach their company accounts on day one without re-registering.

Scope:

  • Migrate customers, logins and company assignments as companies, locations and contacts

  • De-duplicate dealers present in more than one legacy shop

  • Account invitations and login support at cutover

Done when: record counts reconcile per shop and a test group of dealers logs in successfully.

Details:

  • Workstream: Data migration

  • Delivery: 22Bits

  • Wave 1: Yes


Customer Segmentation & Access Control

https://dept-nl.atlassian.net/browse/BLAC-6173

Goal: Each dealer sees only the products, prices and shop areas they are allowed to.

Scope:

  • Map existing customer groups and access rules to native catalogs and company permissions, rather than keeping the tag-based setup (ADR-035)

  • Roles per company contact (buyer, admin)

  • Login protection for the whole B2B shop

Done when: test companies from each legacy group see exactly their range and areas.

Details:

  • Workstream: Native B2B features

  • Delivery: 22Bits

  • Wave 1: Yes


B2B Pricing & Special Conditions

https://dept-nl.atlassian.net/browse/BLAC-6174

Goal: EK price lists, customer-specific prices and discounts work correctly and match the ERP.

Scope:

  • EK tiers and CH price levels as price lists per catalog

  • Customer-specific prices, volume pricing and quantity rules

  • One source of truth for prices, synced from ERP

Done when: a sample of companies per market gets the same price in Shopify as in the ERP.

Details:

  • Workstream: Native B2B features

  • Delivery: 22Bits

  • Wave 1: Yes


CH & BNL Payment Providers & Checkout

https://dept-nl.atlassian.net/browse/BLAC-6175

Goal: Keep the B2B payment options CH and BNL dealers rely on.

Scope:

  • CH: invoice payment in CHF; decide store currency so CembraPay can install

  • BNL: review suitable B2B payment providers and pick one

  • Payment terms for approved companies (native B2B)

Done when: test orders pay successfully with each required method in CH and BNL.

Details:

  • Workstream: Store setup

  • Delivery: 22Bits

  • Wave 1: CH part


ERP Integration & Order Processing

https://dept-nl.atlassian.net/browse/BLAC-6176

Goal: Orders, customer data and order status flow reliably between Shopify and Xiadata MyFactory.

Scope:

  • Integrate through the Xaidat gateway, so the ERP can move to SAP later without redoing the shop side

  • Order export, status and invoice back to Shopify

  • Monitoring and alerting on every flow

Done when: test orders from each market reach the ERP and their status returns, with no manual steps.

Details:

  • Workstream: Integrations

  • Delivery: 22Bits

  • Wave 1: Yes


Product Data, Assortment & Inventory

https://dept-nl.atlassian.net/browse/BLAC-6177

Goal: Products, variants, stock and customer-specific ranges show correctly.

Scope:

Done when: product, price and stock match PIM and ERP for a sample in every market.

Details:

  • Workstream: Data migration

  • Delivery: 22Bits

  • Wave 1: Yes


B2B Checkout, VAT & Shipping

https://dept-nl.atlassian.net/browse/BLAC-6178

Goal: Dealers order with the right billing and shipping addresses, taxes and shipping conditions per country.

Scope:

  • VAT ID validation, reverse charge and tax exemptions per company location

  • Shipping profiles and rates per market, FIEGE fulfilment

  • Country-specific business rules (minimum order values, PO numbers)

Done when: test orders in CH, DE and BNL show correct tax and shipping.

Details:

  • Workstream: Store setup

  • Delivery: 22Bits

  • Wave 1: Yes


Brand 2.0 Theme & B2B Storefront

https://dept-nl.atlassian.net/browse/BLAC-6179

Goal: The B2B shop runs on a Shopify theme in the Brand 2.0 design, built for ordering.

Scope:

  • Reuse design standards and components from the global platform

  • B2B patterns: quick order, reorder, order history, invoices

  • Theme, not headless

Done when: the storefront passes design review and a dealer can place a repeat order quickly.

Details:

  • Workstream: Store setup

  • Delivery: 22Bits

  • Wave 1: Yes


Multi-Market, Localization & Translation

https://dept-nl.atlassian.net/browse/BLAC-6180

Goal: CH, DE and BNL run with the right languages, currencies, prices, taxes and local rules.

Scope:

  • Languages DE, EN, FR, NL for shop content, product information and system texts

  • Currencies and price lists per market

  • Translation workflow for launches

Done when: each market is reviewed in its languages by a native speaker.

Details:

  • Workstream: Store setup

  • Delivery: 22Bits

  • Wave 1: CH (DE/FR)


Shop Content Integration

https://dept-nl.atlassian.net/browse/BLAC-6181

Goal: An easy-to-manage content setup for Brand 2.0 across markets.

Scope:

  • Decided: native Shopify content features and content management in Shopify

  • B2B content ownership vs D2C content ownership clarified and communicated

  • Sets when the legacy CMS can be switched off

Done when: the decision is recorded and B2B editors can publish multi-market, multi-lingual content in Shopify.

Details:

  • Workstream: Integrations

  • Delivery: BLACKROLL (Sen)

  • Wave 1


CRM Integration – Pipedrive & Shopify

https://dept-nl.atlassian.net/browse/BLAC-6182

Goal: Companies, contacts and sales information are linked between Pipedrive and the B2B store.

Scope:

  • Match Pipedrive organisations to Shopify companies

  • Order and account data visible to sales in Pipedrive

Done when: a dealer's company, contacts and recent orders show the same in both systems.

Details:

  • Workstream: Integrations

  • Delivery: 22Bits

  • Wave 1: Yes


CRM Data Exchange & Synchronization

https://dept-nl.atlassian.net/browse/BLAC-6183

Goal: Automated, reliable sync between Pipedrive, Shopify, the ERP and the B2B Klaviyo account.

Scope:

  • B2B data stays out of Bloomreach, which is D2C only (ADR-043)

  • One owner per field, conflict rules, error queues and retries

  • Delivered with Front Row for the Klaviyo side

Done when: a change in one system appears in the others within the agreed time, with failures alerted.

Details:

  • Workstream: Integrations

  • Delivery: 22Bits, Front Row

  • Wave 1: Yes


Lead-to-Customer Process – Pipedrive to Shopify

https://dept-nl.atlassian.net/browse/BLAC-6184

Goal: An approved lead in Pipedrive becomes a customer in the ERP and Shopify with the right group, price list and access.

Scope:

  • Approval in Pipedrive triggers creation of the Shopify company and ERP customer

  • Replaces the Make and voucher-code automation behind the CH bridge

  • Welcome and account activation message from Klaviyo

Done when: a test lead goes from approval to first order without manual steps.

Details:

  • Workstream: Martech and CRM

  • Delivery: Front Row

  • Wave 1: Yes


Migration & Existing Process Continuity

https://dept-nl.atlassian.net/browse/BLAC-6185

Goal: Move the legacy B2B shops in the order CH → DE → BNL without interrupting B2B business.

Scope:

  • Wave plan per shop, with a final delta migration at cutover

  • Dealer communication, sales briefings and customer service enablement per wave

  • Legacy syncs (CembraPay, Xaidat webhook, price and stock) kept running until each wave is live

Done when: each wave passes go/no-go with no lost orders in the first week.

Details:

  • Workstream: Cutover and switch-off

  • Delivery: 22Bits

  • Wave 1: CH wave

Testing, Go-Live & Legacy Decommissioning

https://dept-nl.atlassian.net/browse/BLAC-6186

Goal: Fully test each wave, then switch off the old Shopify shops and the legacy CMS.

Scope:

  • End-to-end test plan: ordering, pricing, payments, ERP, tax, CRM

  • Redirects from legacy domains, hypercare and rollback plan

  • Decommissioning: archive data, cancel apps and contracts, remove integrations

Done when: all legacy shops and the legacy CMS are closed and their costs removed.

Details:

  • Workstream: Cutover and switch-off

  • Delivery: 22Bits

  • Wave 1: CH wave

GA4 Tracking

https://dept-nl.atlassian.net/browse/BLAC-6187

Goal: The B2B funnel measured in GA4 on the same setup as D2C.

Scope:

  • Tracking plan agreed with Julia's analytics team

  • Ecommerce events plus B2B dimensions (company, market, payment terms)

  • Consent mode tied to the cookie banner; standard B2B dashboard

Done when: GA4 revenue matches Shopify orders within the agreed tolerance before wave 1.

Details:

  • Workstream: GA4 tracking

  • Delivery: 22Bits

  • Wave 1: Yes

B2B Martech in Klaviyo

https://dept-nl.atlassian.net/browse/BLAC-6188

Goal: B2B lifecycle marketing in the B2B Klaviyo account across all markets. Delivered by Front Row.

Scope:

  • Shopify Markets sync switched on; company, price tier, payment terms and status synced to profiles (Klaviyo does not sync B2B company data itself)

  • B2B flows: approval and welcome, reorder, launches, order and invoice messages

  • One template per flow, localized per market; B2B prices, not consumer prices

  • Separate B2B sign-up forms and consent per market (ADR-043)

Done when: a test dealer in each market gets the right language, currency and prices in every flow.

Details:

  • Workstream: Martech and CRM

  • Delivery: Front Row

  • Wave 1: Core flows

Shared Services Handover to DEPT

https://dept-nl.atlassian.net/browse/BLAC-6189

Goal: DEPT shared services run the B2B platform by 31 January 2027.

Scope:

  • Topic list, documentation and access for every system

  • Final handover meetings with the Web & Foundations team

  • Support and monitoring runbooks, including Cloudflare and Datadog

Done when: DEPT signs off the handover and handles the first incidents alone.

Details:

  • Workstream: Shared services handover

  • Delivery: 22Bits, DEPT

  • Wave 1: By 31 Jan 2027

B2B dealer login, access & account management

https://dept-nl.atlassian.net/browse/BLAC-6192

h2. Login & identity

  • Decide the login method — Shopify's one-time code or the BLACKROLL ID through our own identity provider.

  • Dealers log in with their migrated email; no passwords are migrated.

  • Cutover communication about the new login.

h2. Access & account management

  • Only logged-in contacts of approved companies see products, prices and the cart.

  • Company admins manage their own contacts, and customer service can deactivate them.

  • Customer service can order on a dealer's behalf.

h2. Dealer onboarding

  • Account request form for new dealers, with approval in Pipedrive sending the login invite.