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 SAP Developer Cloud Architect Design Customer Partner / IT
Timeline overview ▶
| Week | Phase | Key deliverables | FP Est. | Milestone |
|---|---|---|---|---|
| 1-2 | Blueprint 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 | 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 Setup | Categories, employees, email, topic pages, message templates, 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 | Banners, topic pages, message templates, favicon, logo 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
Week 1-2. Milestone: Signed Blueprint. Dependency chain: Signed Proposal → Config Session → Blueprint signed.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| Send signed proposal to customer | Implementation Manager | Week 1 | Triggers project kick-off |
| Add signed proposal to ClickUp | Implementation Manager | Week 1 | |
| Schedule Configuration Session | Implementation Manager | Week 1 | 0.5h. Dep: Signed Proposal |
| Verify stakeholders and confirm attendees | Implementation Manager | Week 1 | |
| Verify time/date of session with customer | Implementation Manager | Week 1 | |
| Move customer from Pre-Sales to Current Implementations | Implementation Manager | Week 1 | |
| Request Customer Integration Requirement from Partner/IT | Implementation Manager | Week 1 | 0.5h. Dep: Config Session |
| 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 | |
| Blueprint agreed and signed by customer | Customer | Week 2 | 0.5h. Dep: Config Session |
| Add Blueprint to Customer Details in ClickUp | Implementation Manager | Week 2 | |
| Notify DM that Blueprint has been completed | Implementation Manager | Week 2 |
Phase 2 Integration
Week 2. Milestone: Integration Complete. 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 | |
| Send App Server Space/Script to Partner/Customer/IT | Implementation Manager | Week 2 | 0.5h |
| 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
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 |
|---|---|---|---|
| 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 | |
| SAP FP Item Config training session | Implementation Manager | Week 3 | 1.5h |
| FocusPoint Administration training session | Implementation Manager | Week 3 | 2.5h total for FP Training 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 |
| SAP Data Transfer Workbench 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 | |||
| 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 | |||
| 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 | |||
| 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
Before data load. PM should confirm all items complete before scheduling data load review. These are all customer-owned tasks.
| 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 | |
| Review and add Topic Pages | Customer | Before load | |
| Review and test Message Templates | Customer | Before load | |
| Provide Logo | Customer | Before load | |
| Provide images for Banners/Carousels | 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
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 | |||
| 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
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 |
| Internal session to review Blueprint post-config | SAP Developer | Week 7 |
Phase 7 Site design
Week 8-10. Mostly customer-owned. PM confirms completion before UAT.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| 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 | |
| Provide Logo | Customer | Week 8-10 | |
| Provide images for Banners/Carousels | Customer | 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
Week 9-10. Milestone: Testing Complete. FocusPoint completes internal QA first, then schedules UAT session with customer.
| Task | Owner | Timing | PM notes |
|---|---|---|---|
| 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
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.
| 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 | |
| Domain Name setup | Customer | Week 12 | 3h. Dep: Production approved |
| Recaptcha setup | Cloud Architect | Week 12 | |
| Add www to bindings | Cloud Architect | Week 12 | |
| Go Live Switch Domain | Cloud Architect | Week 12 | |
| Install SSL Certificate | Cloud Architect | Week 12 | |
| 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 provides new URL for domain binding | Customer | 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
| 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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