📄 Web Development Workflow

Web Development Workflow

Contents

  1. Odoo

  2. Shopify

  3. Wordpress


Odoo

Here is your simplified Outcome-Driven Web Development Job Map for the Odoo Knowledge app.

Phase 1: Discovery & Strategy

  1. Jobs-to-be-Done (JTBD) Analysis

    • Identify the functional and emotional progress the client is trying to make to define the core value proposition.

  2. Module Selection

    • Select core Odoo modules based on business logic requirements to ensure the platform supports the client's specific needs.

  3. Workflow Mapping

    • Map the client's internal processes to Odoo's automated stages to identify strategic contradictions early.

  4. AEO Content Planning

    • Identify keywords and questions for Answer Engine Optimization to ensure visibility in AI-driven search models.


Phase 2: Visual Architecture

  1. Theme Selection

    • Choose a high-performance theme that prioritizes customer productivity and simplicity.

  2. UI/UX Wireframing

    • Map the user journey to remove blocks to utility across the buyer experience cycle.

  3. Mobile-First Design

    • Ensure the core job can be completed seamlessly across various mobile operating systems.

  4. ADA Compliance Audit (Initial)

    • Verify that web accessibility standards are integrated into the visual hierarchy from the start.

  5. Design Revisions

    • Manage the feedback loop to maintain project velocity and adhere to the project timeline.

  6. Asset Collection & Export

    • Gather and standardize all client content, including logos, copy, and images, for implementation.

Phase 3: Logic & Development

  1. Data Cleaning & Normalization

    • Standardize and structure existing client data before importing it into Odoo to ensure system accuracy.

  2. Module Customization

    • Perform necessary customizations in Odoo Studio or code to align the platform with unique business processes.

  3. Front-End Styling

    • Implement the design files into the live Odoo or Shopify environment while maintaining visual integrity.

  4. Product & Inventory Synchronization

    • Establish and verify data integrity between storefronts and the Odoo backend.

Phase 4: Optimization & Quality Assurance (QA)

  1. Functional Buy-Flow Testing

    • Test all conversion paths to ensure a frictionless experience for the end user

  2. Cross-Browser & OS Compatibility QA

    • Verify that the site renders and functions correctly across all major browsers and devices.

  3. AEO Metadata Implementation

    • Finalize the Answer Engine markers, schema markup, and question-based content blocks.

  4. Technical Review & Minor Revisions

    • Execute final styling fixes and technical optimizations based on internal testing.

  5. Final Client Review

    • Present the solution to the client for final feedback and approval before launch.

Phase 5: Launch & Outcome Mastery

  1. Launch Protocol

    • Execute domain pointing, final security audits, and site go-live procedures.

  2. Client Training & Documentation

    • Provide bespoke training and documentation to ensure the client can successfully manage their new system.

  3. Success Metric Baseline

    • Establish tracking for key performance indicators such as leads, CPA, and conversion rates.

  4. Project Closure Review

    • Confirm the project is finalized within the target duration to evaluate the innovation strategy.

Shopify

Phase 1: Discovery & Strategy

  1. Project Briefing & JTBD Discovery

    • Identify the "User Struggles" and the functional progress the client is trying to make to define the platform's importance

  2. Scope of Work & Outcome Definition

    • Align technical requirements with desired growth metrics to mitigate Planning Risk.

  3. Sitemap & Information Architecture

    • Map the navigation to maximize Customer Productivity and minimize "Blocks to Utility".

  4. AEO Search Architecture

    • Structure the sitemap to ensure discoverability in AI-driven search models (AEO).


Phase 2: Visual Architecture

  1. Theme Selection

    • Choose a premium Shopify theme that supports Exceptional Utility and fast load times.

  2. UI/UX Wireframing

    • Design a visual "Trust Layer" that meets global standards and simplifies the path to purchase.

  3. Mobile-First Interaction Design

    • Ensure the shopping "Job" is frictionless across all mobile operating systems.

  4. ADA Compliance & Accessibility Audit

    • Integrate web accessibility standards into the initial design phase to reduce Sustainability Risk.

  5. Design Revisions

    • Manage client feedback within strict rounds to maintain Project Velocity.

  6. Asset Collection & Optimization

    • Gather high-fidelity assets (CPG photography, logos) and standardize them for Shopify’s global CDN.

Phase 3: Technical Implementation

  1. Shopify Store Environment Setup

    • Configure the core engine and transition away from legacy systems (WordPress/Divi) to reduce complexity.

  2. Mandatory App Stack Selection

    • Install only essential apps to maintain high performance and lower the Total Cost of Ownership.

  3. Functional Customization & Liquid Logic

    • Execute custom backend logic to support unique business processes.

  4. Checkout & Buy-Flow Optimization

    • Ensure all forms, buttons, and hyperlinks function seamlessly to maximize Conversion Rates.

  5. Analytics & Tracking Layer

    • Install tracking pixels, GA4, GSC, and social tags to provide accurate ROI Attribution.

  6. Commerce Configuration (Payment, Shipping, Tax)

    • Set up payment gateways, shipping profiles, and tax logic to ensure a viable Business Model.


Phase 4: Logic & Data Integration

  1. Data Cleaning & Normalization

    • Standardize product data before export/import to prevent system errors.

  2. Product & Inventory Export/Import

    • Migrate all SKUs, descriptions, and tags while ensuring data integrity.

Phase 5: Optimization & Quality Assurance (QA)

  1. Functional Buy-Flow Testing

    • Perform end-to-end testing of the purchase process to identify any remaining friction.

  2. Cross-Browser & OS Compatibility QA

    • Verify the store renders and functions perfectly on Safari, Chrome, iOS, and Android.

  3. AEO Metadata Deployment

    • Implement schema markup and question-based content to feed AI search models.

  4. Final Strategic Client Review

    • Review the build against the original Desired Outcomes rather than just visual preferences.


Phase 6: Launch & Outcome Mastery

  1. Launch Protocol

    • Execute domain pointing, SSL verification, and final security audits.

  2. Client Empowerment Training

    • Provide recorded walkthroughs in Odoo to ensure the client can manage the store without supervision.

  3. Success Metric Baseline

    • Establish tracking for leads, CPA, and conversion rates to prove the platform's value.

  4. Project Closure Review

    • Confirm completion within the Retainer Cap to evaluate department efficiency.


Wordpress

Phase 1: Discovery & Strategy

  1. Project Briefing & JTBD Discovery

    • Identify the functional and emotional progress the client expects from the new site to define the core value proposition.

  2. Scope of Work & Outcome Definition

    • Align technical requirements with the metrics the client uses to measure success (e.g., lead volume, site speed).

  3. Sitemap & Information Architecture

    • Map the navigation to remove "Blocks to Utility" and ensure users can complete their "Jobs" with minimal effort.

  4. AEO Search Architecture

    • Structure the sitemap to optimize for visibility in AI-driven search engines (Answer Engine Optimization).


Phase 2: Visual Architecture

  1. UI/UX Wireframing

    • Design a visual "Trust Layer" that meets global standards and simplifies user interactions.

  2. Mobile-First Design

    • Ensure the core site functions are frictionless across all mobile operating systems.

  3. ADA Compliance & Accessibility Audit

    • Integrate accessibility standards into the initial designs to minimize future "Management Risk".

  4. Design Revisions

    • Manage client feedback loop within strict milestones to maintain project momentum and avoid "Red Ocean" delays.

  5. Asset Collection & Export

    • Standardize all client logos, copy, and images for high-performance web delivery.

Phase 3: Technical Implementation

  1. WordPress & Divi 5 Core Setup

    • Configure the environment and the Divi 5 theme to prioritize "Customer Productivity" and fast load times.

  2. Mandatory Security & Performance Plugins

    • Install Wordfence (Security), WP Optimize (Performance), and Yoast SEO (Visibility) to lower the site's "Total Cost of Ownership".

  3. Functional Customization & Integrations

    • Execute custom backend logic and connect necessary third-party tools to the business workflow.

  4. Lead Capture & Interaction Optimization

    • Ensure all forms, buttons, and hyperlinks are optimized for high conversion rates.

  5. Analytics, CRM & Tracking Layer

    • Implement GA4, GSC, CRM sync, and tracking pixels to ensure accurate ROI attribution.


Phase 4: Optimization & Quality Assurance (QA)

  1. Internal Functional QA

    • Perform end-to-end testing of all conversion paths to ensure zero friction for the end user.

  2. Cross-Browser & OS Compatibility QA

    • Verify the site renders perfectly across all major browsers (Chrome, Safari) and mobile devices.

  3. AEO Metadata Deployment

    • Finalize schema markup and content questions to ensure the site is "AI-Ready".

  4. Strategic Client Review

    • Present the build based on how it meets the client's "Desired Outcomes" rather than just visual preferences.


Phase 5: Launch & Outcome Mastery

  1. Launch Protocol

    • Execute domain pointing, SSL verification, and final security audits for a 100% stable "Live" state.

  2. Client Empowerment Training

    • Record training sessions in Odoo to ensure the client can manage content without constant supervision.

  3. Success Metric Baseline

    • Establish tracking for key performance indicators (KPIs) to prove the site’s contribution to client growth.

  4. Project Closure Review

    • Confirm project finalization within the "Retainer Cap" to evaluate department profit margins.