FREE WORKBOOK & HANDBOOK
Get your B2B eCommerce requirements right — before you talk to vendors.
The eCommerce planning tool built for complex B2B distributors and manufacturers.
✓ Pre-organized across 7 functional areas, so you’re not starting at a blank page
✓ 100+ use cases included as prompts, not boilerplate
✓ Companion handbook explains what to capture in each section
✓ Built for B2B complexity — sub-accounts, approval chains, negotiated pricing, multi-warehouse
80% of B2B platforms miss expectations. Make sure it doesn't happen to you.
Vague requirements leave your project exposed and provide little clarity when the evaluation comes. The Workbook fixes step one. The rest gets a lot easier.
What's in the Workbook
These 6 functional areas — and more. Every section your B2B platform decision actually depends on.
Account Management
Account structures, sub-accounts, roles & permissions, approval workflows, credit limits, budgets.
Catalog Management
Product data model, imports & sync, categories, taxonomies, catalog restrictions, product relationships.
CMS
Page templates, navigation, email templates, dynamic content, content workflows, ratings & reviews.
Admin & Customer Support
CSR impersonation, order management, RMA processing, customer assistance.
Customer Experience
Registration, Product discovery, quick order, RFQ, cart & checkout, invoices, mobile & punchout.
Search & Findability
Search & filtering, searchandising, promotions, personalization, subscriptions & bundles.
Getting the requirements right was the first step to cutting through marketing fluff and finding out how the platforms actually delivered.
Jay Schneider
There’s ZERO question about step one in selecting an eCommerce platform: get the requirements right. Most teams skip it — calling vendors, doing demos, talking to colleagues — and pay for it later. This Workbook is the same methodology we’ve used to help distributors and manufacturers select platforms for over a decade.
Start your requirements today... and make sure you get it right.
Get the full Workbook + companion Handbook. Free. Simply complete the form and we’ll send it to you.