In order to make efficient use of everyone’s time, the following is provided to help facilitate the gathering of information required prior to a project or task being moved into our development queue. The list below will be helpful whether we’re developing new functionality, updating, troubleshooting or migrating data. This is by no means a complete list but covers some of the more common task requests that we encounter. Please provide the information on an as needed basis.
A Few Notes About Credentials
Credentials provided should be tested and working. (Though sometimes some websites may require VPN or Proxy access for the offshore team) Please note for credentials that require 2 factor authentication, we will need to coordinate to gain access to the account. When possible, please set up a developer account for access. You may use support@whitelabeliq.com for this purpose.
Overview
- Desired completion date
- Build type
- Page builder
- Current site platform
- Is there a business requirement or functional requirement document?
- Is there an SOW already written?
- Is there a sitemap? If yes, please provide
- Is there a mood board or style guide?
Credentials
- Provide any credentials required for exploration and implementation
Stakeholders
- Your WLIQ project manager
- Your client’s company name
- Agency project manager or point of contact
- Agency project team members
- External consultants
- Other stakeholders
- Third party vendors
Project Details
- Is there a functional or business document?
- List actionable task items
- Provide a scope of the project
- Provide a list of deliverables
- Specifications that WLIQ should be aware of
- Functionalities that WLIQ should be aware of
Sitemap
- Image sitemap of site build
- Confirm final page count of the project
Site Type
Type of site to be worked on
- Shopify
- Big commerce
- WIX
- WordPress
- HubSpot
- Custom coded
- Other (specify)
Design
- Design files provided along with their linked assets and fonts
- Prototype provided
- Branding guidelines provided
- Design direction if WLIQ is responsible for design. This can come in the form of rough wireframes or content outlines
Forms
- If a form requires support, provide location of form within the website
If the form is implemented via an Iframe, provide access to the third party form provider
- URL of third party form provider
- Credentials to third party form provider (as needed)
Form details
- Form name
- Form location
- Form notification recipients
- Form fields (indicate required fields)
- If form submission data is to be submitted to third party apps like HubSpot, MailChimp, etc, provide credentials for access to those platforms
- If using third party sender provide account credentials
- Email server
- Email server credentials
- Email username and password within the domain for testing
Plugin and Extensions
- Confirm list of plugins or extensions to be used in development or testing
- If the plugins/extensions require support and the plugin / extension is premium, provide account license information and credentials
Google Services
- Google account credentials
- Confirm which APIs to be used or being used
- Google API keys if credentials cannot be shared
- Google document sharing should be provided to the WLIQ project manager as well as support@whitelabeliq.com
Third Party APIs Or Integrations
- Confirm third party product to be tested or used
- Third party product license access
- Third party product account credentials
- Required APIs and their documentation
Data Migration
If WLIQ is expected to migrate data from one website to another
- Provide access to the server where data will be migrated from (control panel or FTP)
- Provide access to the CMS the data will be migrated from
- Provide a spreadsheet mapping the current pages to the new pages on the new site
- Confirm data structure compatibility (what platform are we migrating from?)
- Confirm page count for data migration
Confirm data types for migration
- Blog articles
- Categories
- Events
- Pages
- Testimonials
- User roles and management
- Any custom taxonomies
- E-Commerce
- Products
- Customer roles and management
- Product reviews
- Product categories
- Product filters
- Customer profiles
- Orders
- Order histories
- Tax rate data
- Shipping
- Payment gateways and processing
- Checkout process
Current Hosting Information
- Hosting account credentials
- FTP/SFTP credentials
- Cpanel access
- Domain control credentials
- CDN access
Current Site Admin Access
- Admin URL
- Admin credentials
- Admin role with appropriate permission
New Hosting Information
- Hosting account credentials
- FTP/SFTP credentials
- Cpanel access
- Domain control credentials
- CDN access
WordPress Builder
Confirm use of Page Builder
- Beaver builder
- Elementor pro
- Gutenberg
- DIVI builder
- WP-Bakery
- Other (specify)
Notifications
- Confirm list of notifications
- Collect emails for notifications
Performance
- Obtain benchmark data from current website (if applicable)