Description

Introduction

The modern B2B commerce landscape demands platforms that are not only robust but also scalable, flexible, and capable of integrating seamlessly with existing enterprise systems. Optimizely Configured Commerce provides a comprehensive framework for building scalable B2B commerce solutions, enabling businesses to manage complex product catalogs, handle large volumes of transactions, and deliver personalized experiences to their corporate customers.

This training is designed for solution architects, developers, and business stakeholders who want to understand how to design, implement, and optimize scalable B2B commerce solutions using Optimizely. Participants will gain hands-on knowledge of the platform’s capabilities, best practices for scalability, and strategies for integrating with ERP, CRM, and other enterprise systems.

Prerequisites

1. Basic knowledge of B2B commerce concepts: Understanding of pricing tiers, catalogs, customer-specific products, and order workflows.
2. Familiarity with Optimizely Commerce: Prior experience with Optimizely Configured Commerce (developer or admin level) is recommended.
3. Technical skills: Knowledge of .NET, C#, REST APIs, and web development fundamentals.
4. Understanding of enterprise integrations: Familiarity with ERP systems, CRM systems, and middleware concepts will be beneficial.
5. Database fundamentals: Basic understanding of relational databases and data modeling.

Table of Contents

Module 1: Overview of B2B Commerce in Optimizely

1. Introduction to B2B commerce vs. B2C commerce
2. Key challenges in B2B digital commerce
3. Optimizely Configured Commerce architecture for B2B

Module 2: Scalable Commerce Architecture

1. Multi-tenant vs. single-tenant architecture
2. High-availability and performance considerations
3. Scalability patterns for large B2B catalogs and orders

Module 3: Product & Catalog Management

1. Managing complex B2B product catalogs
2. Customer-specific pricing and product visibility
3. Bulk import/export and versioning strategies

Module 4: Pricing, Inventory, and Order Management

1. Real-time pricing strategies
2. Inventory sync and management across multiple warehouses
3. Order workflows and approvals for B2B customers

Module 5: Integrations with Enterprise Systems

1. ERP and CRM system integration
2. Middleware patterns and API-first approach
3. Data consistency and error handling

Module 6: Personalization & Account Management

1. Customer segmentation and tailored experiences
2. Account-specific dashboards and order histories
3. Role-based access and permissions

Module 7: Performance Optimization & Monitoring

1. Caching strategies and load balancing
2. Monitoring system performance and transactions
3. Troubleshooting and debugging common issues

Module 8: Security & Compliance

1. Securing sensitive customer and transaction data
2. Compliance considerations (e.g., GDPR, SOC2)
3. Best practices for secure B2B commerce operations

Module 9: Hands-On Lab

1. Building a scalable B2B catalog
2. Configuring customer-specific pricing and workflows
3. Integrating with a sample ERP system
4. Monitoring and optimizing performance

Module 10: Wrap-Up and Next Steps

1. Review of key concepts
2. Recommended resources and documentation
3. Q&A and certification guidance