# Epic Questions | **B2B Platform Architecture** | |---------------------------| | | | Goal: A scalable B2B store on Shopify Markets in the BLACKROLL Plus organization, on [b2b.blackroll.com](http://b2b.blackroll.com/ "http://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-035Done 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** | |-----------------------------------| | | | 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 cutoverDone 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** | |----------------------------------------| | | | 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 shopDone 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** | |----------------------------------| | | | 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 ERPDone 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** | |---------------------------------------| | | | 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** | |------------------------------------| | | | 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 flowDone 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** | |--------------------------------------| | | | Goal: Products, variants, stock and customer-specific ranges show correctly.Scope:* Product data from the existing PIM, stock from the ERP
* Customer-specific ranges through catalogs ()
* Availability shown per market and fulfilment locationDone 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 | |------------------------------| | | | 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** | |----------------------------------| | | | 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 headlessDone 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** | |------------------------------------------| | | | 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 launchesDone 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** | |--------------------------| | | | 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 offDone 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** | |---------------------------------------| | | | 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 PipedriveDone 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** | |-------------------------------------| | | | 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 sideDone 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** | |-------------------------------------------------| | | | 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 KlaviyoDone 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** | |-----------------------------------------| | | | 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 liveDone 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 integrationsDone 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** | |--------------| | | | 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 dashboardDone 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** | |------------------------| | | | 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** | |----------------------------------| | | | 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 DatadogDone 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** | |-----------------------------------------------| | | | 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. | --- **Documents** - [Workshop 0: Steering Pre-read (28 Oct)](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/workshop-0-steering-pre-read-28-oct-JhVrYRXijD) - [B2B Customer Groups](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-customer-groups-gEqCKsjdkf) - [B2B Decisions and Workshop Plan](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-decisions-and-workshop-plan-b29gSFrr9D) - [B2B Scope Matrix](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-scope-matrix-ZZotcIoK84) - [B2B ERP, Pricing and Architecture](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-erp-pricing-and-architecture-3q14unmr2V) - [B2B Content and Design in a Liquid Store](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-content-and-design-in-a-liquid-store-SOHXeET9QJ) - [B2B Risks and Dependencies](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/b2b-risks-and-dependencies-rlQ4rP4ukg) - [Epic Questions](https://wiki.22bits.de/s/6cf1c07b-6734-40db-a1e8-8542d7f0474c/doc/epic-questions-AOKIT9yuYL)