New Project Milestone and Task Document
Internal reference. Full task breakdown, owners, timing, and PM notes for all 10 phases.
How to use this guide: Each section covers one phase of the 12-week implementation. Expand a section to see every task, who owns it, when it should happen, and any PM notes. Add-on sections (Advanced Journey, Custom Dev, Mobile, SFTP) are flagged inside the relevant phases and only apply to customers with those features.
Implementation Manager | Sales | SAP Developer | Cloud Architect | Design | Customer | Partner / IT
Timeline overview
| Week | Phase | Key deliverables | FP Est. | Milestone |
|---|---|---|---|---|
| 1-2 | Blueprint Session and Configuration | Signed blueprint, config requirements confirmed, project plan agreed | 2.5h | Signed Blueprint |
| 2 | Integration | Site created, firewall open, integration validated, SAP details in Bitwarden, provisioning doc sent | 1.5h | Integration Complete |
| 3-5 | Training | All 3 training sessions delivered, DTWs reviewed, customer trained on Admin/Design | 8.5h | Training Complete |
| Before load | Customer site requirements | Categories, employees, email, credentials set up | — | — |
| 7 | Data Load | Products and Business Partners loaded in TEST, DTWs reviewed | 1h | Data Load Complete |
| 4-8 | Configuration | All general config complete, pricing verified after data load | 6h | — |
| 8-10 | Site Design | Logo, banners, topic pages, message templates, favicon all in place | 1h | — |
| 9-10 | QA and UAT | FocusPoint internal QA complete, UAT session held, customer testing done | 3h | Testing Complete |
| 11-12 | Production and Go Live | Production deployment, domain switch, SSL, Go Live checklist session | 10.5h | Go Live |
| 12+ | Post-production | 1 week check-in, help desk handoff | 30m | — |
Phase 1 — Blueprint and configuration (2.5h FocusPoint)
Week 1-2. Milestone: Signed Blueprint. Dependency chain: Signed Proposal → Blueprint Session → Blueprint signed.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Send signed proposal to customer | Implementation Manager | Week 1 | Triggers project kick-off |
| Sales hands signed proposal to delivery team and Gina | Sales | Week 1 | |
| Upload signed agreement to SharePoint | Sales / Gina | Week 1 | |
| Add signed proposal to Freshdesk (Implementation custom object) | Implementation Manager | Week 1 | |
| Schedule Blueprint Session | Implementation Manager | Week 1 | 0.5h. Dep: Signed Proposal |
| Verify stakeholders and confirm attendees | Sales | Week 1 | |
| Verify time/date of session with customer | Sales | Week 1 | |
| Move customer from Pre-Sales to Current Implementations | Implementation Manager | Week 1 | |
| Go over Project Plan with customer | Implementation Manager | Week 1 | |
| Obtain configuration requirements | Implementation Manager | Week 1 | |
| Convert config requirements to PDF and send to customer | Implementation Manager | Week 1 | Config PDF — distinct from provisioning doc |
| Blueprint agreed and signed by customer | Customer | Week 2 | 0.5h. Dep: Blueprint Session |
| Add Blueprint to Freshdesk Implementation custom object | Implementation Manager | Week 2 | |
| Notify DM that Blueprint has been completed | Implementation Manager | Week 2 |
Phase 2 — Integration (1.5h FocusPoint)
Week 2. Milestone: Integration Complete. Site must be created before provisioning doc and integration requests go out. If IP whitelisting is delayed past Week 2, flag immediately. Training cannot be scheduled until integration is validated.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Submit ticket to create site to Cloud team | Implementation Manager | Week 2 | Dep: Blueprint signed |
| Cloud team creates site | Cloud Architect | Week 2 | |
| Cloud team tests site | Cloud Architect | Week 2 | |
| Cloud team sends site and whitelist info to customer | Cloud Architect | Week 2 | |
| DM checks site is fully functional | Implementation Manager | Week 2 | |
| Set up new company and customer in Freshdesk; create Implementation custom object; create time-tracking ticket | Implementation Manager | Week 2 | |
| Open initial Freshdesk tickets: Blueprint pass, shipping/payments, dev tickets | Implementation Manager | Week 2 | |
| Request Customer Integration Requirement from Partner/IT | Implementation Manager | Week 2 | 0.5h. Dep: Site created |
| Send provisioning document (SLSync / Saltbox / B1IF) to customer or SAP partner; CC Vardan + customer SAP resource | Implementation Manager | Week 2 | Dep: Site created. Pick correct doc by integration type |
| Send App Server Space/Script to Partner/Customer/IT | Implementation Manager | Week 2 | 0.5h. Dep: Site created |
| Send firewall and whitelist information | Implementation Manager | Week 2 | |
| Request SAP access details from customer | Implementation Manager | Week 2 | |
| Customer sends SAP access information to FocusPoint | Customer | Week 2 | 2h. Dep: Send App Server |
| Verify IP has been whitelisted | Partner / IT | Week 2 | |
| Verify ports are open | Partner / IT | Week 2 | |
| Verify scripts are installed | Partner / IT | Week 2 | |
| Validate Firewall is open | Implementation Manager | Week 2 | 1.5h. Dep: Customer integration info |
| Validate messages are working | Implementation Manager | Week 2 | |
| Add Customer SAP details to Bitwarden | Implementation Manager | Week 2 | |
| For SLSync only: validate SAP transaction | Partner / IT | Week 2 | SLSync customers only |
Phase 3 — Training (8.5h FocusPoint)
Week 3-5. 3 training sessions total. Cannot schedule until integration is validated. Add-on sections below apply only where noted.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Send Getting Started guide to customer; ask customer to complete before training | Implementation Manager | Week 3 | Reduces live training time |
| Schedule all training sessions | Implementation Manager | Week 3 | 0.5h. Dep: Integration complete |
| Send Catalog Excel Spreadsheet to customer | Implementation Manager | Week 3 | 0.5h. Dep: Schedule Training |
| Send DTW Training Sheets to customer | Implementation Manager | Week 3 | |
| FPItemConfig training session | Implementation Manager | Week 3 | 1.5h |
| Admin / Design training session | Implementation Manager | Week 3 | 2.5h total for Admin / Design session |
| Cover Message Templates and Email set up | Implementation Manager | Week 3 | |
| Cover how to add Users and Categories | Implementation Manager | Week 3 | |
| Cover Design (Banners, Mega Menu, Footers, Social Media) | Design | Week 3 | |
| Cover Inbound/Outbound messages, Sales Order, How to | Implementation Manager | Week 3 | |
| Cover email set up | Implementation Manager | Week 3 | |
| Cover UAT | Implementation Manager | Week 3 | |
| Cover how to set up Promotions | Implementation Manager | Week 3 | |
| Sales Reps review and documentation | Implementation Manager | Week 3 | If applicable |
| Manager Approvals | Implementation Manager | Week 3 | If applicable |
| DTW / Bulk Upload training session | Implementation Manager | Week 4 | 1.5h. Dep: Send Training Docs |
| Cover how to fill out DTWs | SAP Developer | Week 4 | |
| Cover how to load DTWs | SAP Developer | Week 4 |
Advanced Journey only
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Schedule Advanced Journey Design session | Implementation Manager | Week 3 | 5h total. Dep: Set up Workflow |
| Internal design session with Design team | Design | Week 3 | |
| Advanced Journey Design session with customer | Design | Week 3 | |
| Site design delivery | Design | Week 3 | |
| Design follow-up session | Design | Week 3 |
SFTP / External Images only
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Create task to have SFTP added for client | Implementation Manager | Week 4 | |
| Create SFTP for customer | Cloud Architect | Week 4 | |
| Provide SFTP info to client with FileZilla how-to | Implementation Manager | Week 4 | |
| Send Customer Bulk Image upload template with instructions | Implementation Manager | Week 4 |
Custom Development only
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Gather full requirements | SAP Developer | Week 3 | 1h. Dep: Blueprint |
| Task to Development | Implementation Manager | Week 3 | 30min |
| Development to create, test and deploy changes | SAP Developer | Week 7 | Dep: Task to Dev |
| FP testing of custom development | Implementation Manager | Week 8 | |
| Customer testing of custom development | Customer | Week 8 | |
| Return to Development if needed | SAP Developer | Week 9 | |
| MOBILE: All customizations copied to Mobile | SAP Developer | Week 8 | Mobile customers only. Must be done before UAT. |
Phase 4 — Customer site requirements (Customer owned)
Before data load. PM should confirm all items complete before scheduling data load review. Operational pre-reqs only — visual items live in Phase 7.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Add additional Employees if applicable | Customer | Before load | |
| Add and export Categories | Customer | Before load | |
| Add Email address and test | Customer | Before load | |
| Add Shipping Credentials if applicable | Customer | Before load | |
| Add PickUp Points if applicable | Customer | Before load | |
| Add Payment Credentials if applicable | Customer | Before load |
Phase 5 — Data load (1h FocusPoint)
Week 7. Milestone: Data Load Complete. Encourage customer to load a small test batch first. Bad data in TEST will cause UAT failure.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Customer loads products | Customer | Week 7 | 1h FocusPoint support. Dep: SAP DTW Training |
| Customer loads Business Partners and Contacts | Customer | Week 7 | |
| Review DTW if needed | Implementation Manager | Week 7 | |
| Schedule follow-up calls if needed | Implementation Manager | Week 7 |
SFTP / External Images only
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Customer loads images and runs bulk image upload | Customer | Week 7 | |
| Add images to SFTP | Customer | Week 7 | |
| Load Images Template | Customer | Week 7 |
Phase 6 — Configuration (6h FocusPoint)
Week 4-8. General config runs from Week 4. Pricing config runs after data is loaded in Week 7.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Configure Taxes | Implementation Manager | Week 4 | General config |
| Configure Pickup points and create shipping task | Implementation Manager | Week 4 | |
| Configure Site Access and create tasks if needed | Implementation Manager | Week 4 | |
| Configure Inventory display | Implementation Manager | Week 4 | |
| Configure Ordering/Checkout | Implementation Manager | Week 4 | |
| Configure Grid/Portal ordering | Implementation Manager | Week 4 | |
| Configure Languages and Currencies | Implementation Manager | Week 4 | |
| Configure Payment Methods | Implementation Manager | Week 4 | |
| Configure Shipping Methods | Implementation Manager | Week 4 | |
| Create tasks for any complex configurations | Implementation Manager | Week 4 | |
| Go over pricing in training | Implementation Manager | Week 7 | Pricing config. After data loaded. |
| Verify pricing after data load | SAP Developer | Week 7 | |
| Go over period/volume discounts, special and tier pricing | Implementation Manager | Week 7 | |
| Provide Credentials for Payment/Shipping | SAP Developer | Week 7 | If applicable |
Phase 7 — Site design (1h FocusPoint)
Week 8-10. Mostly customer-owned. PM confirms completion before UAT, including operational items from Phase 4.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Provide Logo | Customer | Week 8-10 | |
| Provide images for Banners/Carousels | Customer | Week 8-10 | |
| Add Topic Pages | Customer | Week 8-10 | |
| Add Banners | Customer | Week 8-10 | |
| Complete message template review | Customer | Week 8-10 | |
| Add Favicon to site | Customer | Week 8-10 | |
| PM confirms Phase 4 customer site setup complete; chases anything missing | Implementation Manager | Week 8-10 | |
| Remove FocusPoint from Browser Tab | Implementation Manager | Week 8-10 | Easy to forget. Add to Go Live checklist. |
Phase 8 — Quality assurance and UAT (3h FocusPoint)
Week 9-10. Milestone: Testing Complete. FocusPoint completes internal QA first, then schedules UAT session with customer.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Internal session to review Blueprint post-config | Implementation Manager | Week 9 | Confirms scope and configuration are aligned with signed Blueprint before UAT |
| Request access to Prod | Implementation Manager | Week 9 | FP internal QA |
| Review Links | Implementation Manager | Week 9 | |
| Review Banners and Logos | Implementation Manager | Week 9 | |
| Review Product Search | Implementation Manager | Week 9 | |
| Review Order process | Implementation Manager | Week 9 | |
| Review Taxes | Implementation Manager | Week 9 | |
| Review Shipping | Implementation Manager | Week 9 | |
| Review Pricing | Implementation Manager | Week 9 | |
| Review any customizations | Implementation Manager | Week 9 | |
| Review Warehouse details | Implementation Manager | Week 9 | |
| Review Message Templates and Topic Pages | Implementation Manager | Week 9 | |
| Test Email to ensure it works | Implementation Manager | Week 9 | |
| Review Sales Rep Set Up | Implementation Manager | Week 9 | If applicable |
| Review Manager Approvals | Implementation Manager | Week 9 | If applicable |
| Schedule session to explain UAT to customer | Implementation Manager | Week 10 | 4h. Dep: Customer data loaded |
| Session to cover UAT with customer | Implementation Manager | Week 10 | |
| Customer completes UAT | Customer | Week 10 | Product Search, Pricing, Display, Images, Orders, Taxes, Shipping, Message Templates, Order Portal, My Orders, additional Workflows |
Phase 9 — Production and Go Live (10.5h FocusPoint)
Week 11-12. Milestone: Go Live. Production SAP access must be confirmed at least 1 week before Go Live. Notify customer to contact domain provider in advance. Sequence: Customer URL → bindings → SSL → domain switch.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Verify access to Prod with full permissions | Implementation Manager | Week 11 | 2h. Dep: UAT complete |
| Schedule Go Live Checklist Session and send to client | Implementation Manager | Week 11 | |
| Go Live Checklist Session with customer | Implementation Manager | Week 11 | Joint session |
| Final design items (favicon, etc.) | Design | Week 11 | |
| Install scripts in production (still connected to Test) | SAP Developer | Week 11 | 3h. Dep: Go Live approval |
| Remove test data from production site | Cloud Architect | Week 11 | |
| Remove BPs/Customers from Site | Cloud Architect | Week 11 | |
| Clear out Message Queue | Cloud Architect | Week 11 | |
| Load DTW to production (still connected to Test) | Customer | Week 11 | |
| Repoint site to Production | SAP Developer | Week 11 | 1h. Dep: Production ready |
| Full Item/BP/Inventory/Price sync | SAP Developer | Week 11 | |
| Customer reviews site in Production | Customer | Week 11 | |
| Customer provides new URL for domain binding | Customer | Week 12 | Required before bindings |
| Domain Name setup | Customer | Week 12 | 3h. Dep: Production approved |
| Recaptcha setup | Cloud Architect | Week 12 | |
| Add www to bindings | Cloud Architect | Week 12 | Dep: Customer URL provided |
| Install SSL Certificate | Cloud Architect | Week 12 | Must complete before domain switch |
| Go Live Switch Domain | Cloud Architect | Week 12 | Dep: Bindings + SSL ready |
| License of Plugins (domain locked) | Cloud Architect | Week 12 | |
| Final Site Validation | Cloud Architect | Week 12 | |
| Change Store Information | Implementation Manager | Week 12 | |
| Enable Email job scheduler | Cloud Architect | Week 12 | Easy to miss. Add to Go Live day checklist. |
| SEO tab update | Cloud Architect | Week 12 | |
| Remove Character from Email | Implementation Manager | Week 12 | |
| Verify URLs in Message Templates | Implementation Manager | Week 12 | |
| Customer changes Domain with provider | Customer | Week 12 | Notify FocusPoint before and after |
| Customer sends Bulk Welcome Message | Customer | Week 12 |
Phase 10 — Post-production (30min)
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| 1 week post-production check-in with customer | Implementation Manager | Week 12+ | 30min |
| Give help desk information to customer | Implementation Manager | Week 12 | Hand off to support team |
Additional features and hour estimates
Scoped and priced separately. Use these when planning capacity for customers with add-ons.
| Add-on / Additional Feature | Est. Hours |
|---|---|
| Rep Carts | 8h |
| Multiple Currencies | 2h |
| Multiple Languages | 2h |
| 3rd Party Market Resellers Product Feed/Order Sync | 8h |
| CRM Integrations | 8h |
| Social Media | 2h |
| Tax - 3rd Party | 2h |
| Payment Processor 3rd Party | 2h |
| Shipping 3rd Party | 2h |
| Customer Presentation Layer Access | 10h |
| Enhanced Order Rules | 4h |
| Product Customizer - Deployment Only | 10h |
| 3PL | 4h |
| Service Portal | 4h |
| Preventive Maintenance | 4h |
| Customer Branded Mobile App | 4h |
| FocusPoint Mobile App | 10h |
| Solo-Deployment | 6h |
| Environment Upgrade prior to or during Implementation | 15h |
| Environment Upgrade Synced with Go Live | 20h |
| V33 as Partner | 3h |
| IT company doing Integration | 4h |
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