Commerce Stack Consolidation Audit (Onboarding)

Commerce Stack Consolidation Audit (Onboarding)

1. 01

   Inventory every e-commerce tool in the client's current stack

   List each platform, its subscription cost, and the business function it serves, from storefront and checkout to analytics and post-purchase support.

2. 02

   Map data flows between tools to identify integration gaps

   Trace how customer, order, and inventory data moves between systems, noting any manual exports or sync failures that could erode data accuracy.

3. 03

   Score each tool against the client's conversion and retention goals

   Assign a value rating based on direct impact on measurable outcomes like cart recovery rate or repeat purchase frequency, not just feature count.

4. 04

   Flag overlapping features that duplicate effort across platforms

   For example, if both the helpdesk and the AI concierge auto-resolve tickets, decide which one owns that workflow to avoid conflicting responses.

5. 05

   Assess vendor lock-in risk for each critical platform

   Check whether the client can export their data and migrate to an alternative without custom development, especially for composable platforms that promise flexibility.

6. 06

   Calculate total cost of ownership including integration maintenance

   Add subscription fees, per-transaction costs, and the agency hours spent maintaining custom connectors to find the true monthly expense.

7. 07

   Present a consolidation roadmap with quick wins and phased changes

   Prioritize removing redundant tools first, then propose migrating to a platform that covers multiple needs, such as a WordPress-native commerce plugin replacing several separate plugins.