In order for us to better understand your project and business needs, please fill-out this questionnaire leaving blank those answers your are unsure of. This is also part of our pre-development process to help understand the dimension of your projects and to help you run your ebusiness platform smoothly and stay organized. Thank you for your time.

Company Contact Information

Official company name:
Company full address:
Main contact for the project (name and title):
Final decision maker for the project:
Phone:
Current Web site Address (if applicable):

General

1.Please give us a general overview of your project.
2.Do you have a budget set aside for your project? If so, what is your range?
3.What is the timeline for your project?
4.What is the deadline for your project? What are the factors surrounding this deadline (for example: a marketing campaign launching at the same time)?
5.Are you receiving quotes from other companies?

Technical/Hosting

6.Do you currently have a domain name for your web site?
7.Do you currently have web hosting for your business? If so, can you please tell us what
8.company you are hosted with and what hosting package you have:
9.If you already have web hosting, do you have a SSL (secure) certificate?
10.Do you have any specific programming or database requirements (ex. php, asp, asp.net /
11.MySQL, SQL)?

Your Business

12.Do you already have a merchant account (ex. through your bank) to accept credit cards?
13.Do you already have a secure gateway (ex. http://www.authorize.net) to accept credit cards?
14.If you do not currently have a merchant/gateway account, are you considering using a 3rd party company such as PayPal (http://www.paypal.com) or 2checkout (http://www.2checkout.com) to accept transactions?
15.Aside from MasterCard and VISA, will you also need to accept American Express or Discover cards?
16.What would you estimate your volume of business will be?

Project Objective(s)

17.Please describe the primary objective for this project.
18.Is there a specific message you wish to convey to your audience with this new project?
19.Please list any secondary objectives (if applicable).
20.What are your overall goals (for instance: increase sales, change company image, reach a new market …)?
21.How does the company differentiate itself from competitors?
22.What are the key reasons why customers choose your company?

Target Audience

23.Who is your target audience for the new site (examples: B2C/B2B, wholesale vendors,etc.)? Is it different from your current customer profile? (Please describe in detail)
24.What do you feel are the three most important needs of your target audience as it relates to your business (for instance: getting an insurance quote, buying a product …)?
25.How aware is your target market of your company and the current web site (if applicable)?
26.If you are selling to wholesale vendors, will you need a separate, password protected area for them to login to your shopping cart?
27.Are you selling any membership or “members only” items?
28.Will you need the ability to accept foreign (non U.S.) currencies?
29.Will you need the ability to have multiple languages?

Perception and Design

30.Use three adjectives to describe how the user should perceive the finished project. (examples: conservative, progressive, friendly, formal, casual, serious, energetic, humorous, professional …)
31.Is this different than the current image perception (if applicable)?
32.Have you had any challenges in the past with image perception (for example: market research revealed that the current color scheme did not appeal to the target market …)?
33.Describe any visual elements or styles that can be utilized from existing marketing materials or collateral (if applicable).
34.Is there a current corporate style guide that will be used? If not, are you considering the creation of a corporate style guide, identity or logo?
35.How is your company currently perceived? Do you wish to carry the same kind of message through this new project?
36.List any web sites you find compelling. What do you find most interesting about these sites?
37.List web sites of competitors and briefly describe what you like and dislike about them.
38.Are you interested in utilizing any Flash animation or other multimedia (for example: video) on the site?

In order for you to better understand your project and needs, we can help you organize the status of your project, please complete this questionnaire and leave blank those answers your are not able to answer. This is also part of our pre-development process to help you understand the dimension of your projects and to help you run your ebusiness platform smoothly and stay organized. Thank you for your time.In order for you to better understand your project and needs, we can help you organize the status of your project, please complete this questionnaire and leave blank those answers your are not able to answer. This is also part of our pre-development process to help you understand the dimension of your projects and to help you run your ebusiness platform smoothly and stay organized. Thank you for your time.

Shopping Cart Functionality

39.Do you have any examples of websites that have a similar style or function to what you envision for your web site? Please list:
40.Please describe in detail the steps a user would take to shop on your new web site (example: Click on product category, click on sub category, see product thumbnail images, click on thumbnail for more product info, add product to cart, go to checkout, fill in requested information … etc.):
41.Do you want your customers to have to login to shop, check out, or view their account?
42.If you would like customers to have the ability to create an account, would you like them to be able to choose their own passwords, or to generate an automatic password for them (a “password reminder” would be included)?
43.Do you want customers to have the ability to save their address, etc. information and login to their account before shopping to have that information pre-filled in (example: Repeat customers)? If so, will they have the ability to update/edit their info?
44.If you would like your customers to have the ability to login to their account, would you like them to also have the ability to view past orders?
45.Do you need customers to have the ability to track or view the status of their orders?
46.Do you need your customers to have the ability to have a “wish list” (example: Like on Amazon.com)?
47.Do you need to have featured products or best sellers listed on your front page?
48.Do you need suggested additional products (cross-selling/up-selling) to show up when a customer places an item in their cart?
49.Do you need the ability to offer coupons or discounts?
50.Do you need customers to have the ability to subscribe/sign-up for a newsletter, coupon/discounts, etc?
51.Do you need customers to have the ability to send a product page to a friend (example: “tell a friend” function)?
52.Would you like customers to have the ability to review products?
53.Would you like to have the ability to run an affiliate program such as “refer a friend and win” or “ With every purchase, receive bonus points”

Search

54.1. How would you like your customers to be able to search for products (ex. title, description, category, SKU, price etc.)? Please list:

Product Structure

55.Approximately how many products do you have?
56.Do you currently have your products in a database or Excel file?
57.Do you expect to add many other products over time?
58.Will your products be separated into categories (and subcategories)? If so, can you list the categories/subcategories?
59.Can a product belong to more then one category?
60.What are your product options (ex. color, size, etc.)? Please list:
61.Do your products have long descriptions?
62.Do the products need to display more than one image?
63.Are any of your products downloadable (examples: e-books, mp3s)?

Shipping/Tax

64.Please tell us how you will be shipping your products (examples: UPS, by weight, by order total):
65.Do you need to mark up your shipping at all (example: Add a handling charge per item)?
66.3. Do you need the ability to add more than one state tax?

Maintenance/Administration

67.(The administration area is a web-based control panel for you to administrate your
68.shopping cart, customer orders, etc.)

Products

69.Do you need the ability to import products from an Excel, Access or similar file?
70.Do you need the ability to update many products all at once (mass update)?
71.Do you need the ability to use simple HTML code in your product description (examble: Bold)?
72.Do you need to have the ability to mark items as out of stock/unavailable, with the option to turn the item back “on” when stock is available?
73.Do you need the ability to offer coupons / discounts and change / modify them or have them expire on a certain date?
74.Do you need to define custom META tags (example: Keywords and descriptions of product info for search engines) for every category?

Orders and Accounting

75.How would you like to view and process customer orders - for example: Customer orders are stored in the database and an alert e-mail is generated to you or your employees to login to view/process the order.
76.Do you need the ability to print orders?
77.Do you need the ability to have customizable e-mail notifications/invoices?
78.Do you need the ability to export Excel or other files of your orders for accounting purposes?

In order for you to better understand your project and needs, we can help you organize the status of your project, please complete this questionnaire and leave blank those answers your are not able to answer. This is also part of our pre-development process to help you understand the dimension of your projects and to help you run your ebusiness platform smoothly and stay organized. Thank you for your time.

Customers

79.Do you need the ability to have multiple customer types w/unique pricing for every customer type (example: wholesale customers have a different pricing structure)?
80.Do you need the ability to contact via e-mail, IVR, SMS or PC notifications all your customers at once (example: Newsletter, Text Messages, Voice messages, etc.)?
81.Do you need the ability to ask customers specific questions on check out (example: “How did you hear about us?”)?

Sales/Analysis

82.Will you need any of the following Comprehensive statistics:
- Number of orders
- Number of customers
- Product views
- Category views
- Sales by product / best sellers
- Total sales
- Searchable order data
- Order data is easy to print
- Printable shipping labels

Additional Details

83.Will you need any other custom functionality to your new site (examples: message boards, blogs, galleries, content management systems, etc.)? If so, please describe in detail:
84.Please list any additional details about your needs that you feel might help us understand your project.

Additional Needs

85.Will you need identity/logo design?
86.Will you need complimentary materials designed such as brochures, business cards, flyers, catalogs … ? If so, will you also need these materials printed?
87.Will you need any additional flash animation, multimedia or interactive presentations created that are separate from the main web site (examples: “microsites” or landing pages for certain advertising campaigns, informational presentation with voice over and audio, 3D animation …)

Marketing

88.Briefly, what are your short-term marketing goals (in the next 1-2 years)?
89.How do you anticipate this new web site helping to reach those goals?
90.Do you have an existing or planned marketing strategy in mind to promote this site? If so,please describe.
91.What do you feel is your number one existing problem? (examples: change image, increase customers, promote company …)
92.What do you estimate your marketing budget to be?

Comments/Questions

93.(Please list any additional comments or questions below)