Description

Introduction

The “Optimizely Commerce for Project Managers” training is designed to provide project managers with a clear understanding of how Optimizely Configured Commerce functions, how to oversee B2B and B2C commerce projects, and how to coordinate development, marketing, and operations teams effectively. This course focuses on bridging the gap between technical teams and business objectives, equipping project managers with the knowledge needed to plan, monitor, and execute commerce initiatives successfully.

Participants will learn how to:

1. Understand Optimizely Commerce architecture and workflows.
2. Coordinate cross-functional teams effectively in commerce projects.
3. Translate business requirements into actionable technical and functional tasks.
4. Monitor project performance and ensure delivery on time and within scope.
5. Make informed decisions using insights from commerce analytics and reporting tools.

This training is ideal for project managers who are new to Optimizely Commerce or looking to enhance their capability in managing e-commerce projects with modern commerce platforms.

Prerequisites

1. Basic understanding of e-commerce business operations (B2B or B2C).
2. Familiarity with project management concepts, methodologies, and tools (Agile, Scrum, Kanban).
3. General understanding of web technologies (optional but helpful).
4. Interest in commerce workflows, digital marketing, and product catalog management.

No deep technical knowledge of Optimizely Commerce is required.

Table of Contents

Module 1: Overview of Optimizely Commerce

1. Introduction to Optimizely Configured Commerce
2. Key Features for Project Managers
3. Differences between B2B and B2C Commerce in Optimizely
4. Understanding Commerce Architecture at a High Level

Module 2: Project Planning and Setup

1. Identifying stakeholders and team roles
2. Project scoping and requirement gathering
3. Creating realistic timelines for commerce projects
4. Resource planning and task allocation

Module 3: Understanding Commerce Workflows

1. Product catalog and content management overview
2. Pricing, discounts, and promotions management
3. Order management, checkout processes, and customer journeys
4. Integration points: ERP, CRM, and third-party systems

Module 4: Communication and Coordination

1. Bridging the gap between technical and business teams
2. Effective sprint planning and backlog management
3. Tracking project milestones and deliverables
4. Using collaboration tools within Optimizely Commerce ecosystem

Module 5: Monitoring and Reporting

1. Commerce analytics for project oversight
2. KPI tracking for project success
3. Issue tracking and risk management
4. Ensuring quality assurance and testing alignment

Module 6: Case Studies & Practical Scenarios

1. Successful Optimizely commerce project examples
2. Common project challenges and solutions
3. Best practices for project managers in commerce environments

Module 7: Next Steps

1. Continuing learning resources
2. Certification paths (optional)
3. Leveraging Optimizely Commerce knowledge for career growth