Implementation process overview for B2B Analytics
The implementation process for B2B Analytics is outlined below.
No | Step | Responsibility | Timing | Description |
|---|---|---|---|---|
0 | Intro to Analytics at Onboarding kick-off | Optimizely’s Onboarding team | During Onboarding kick-off | 5-minute overview of the Analytics implementation process, requirements, and Configured Commerce implementation constraints |
0 | Analytics Kick-off Meeting | Optimizely’s Onboarding or Product team | 4-8 weeks before scheduled Go-live | 30–45-minute meeting to kick off the Analytics provisioning process, including a short demo of the product and review of remaining Analytics implementation steps |
1 | Implementation of Google Analytics 4 | Client or Partner | Any time before Go-live | Client or Partner to implement Google Analytics on the client’s site. Testing should be completed in Sandbox before transitioning to Production environment |
2 | Implementation of Google Tag Manager | Client or Partner | Any time before Go-live | Client or Partner to implement Google’s Tag Manager on the client’s site. Testing should be completed in Sandbox before transitioning to Production environment |
3 | Go Live checklist | Client | 1-2 weeks before scheduled Go-live | Client to submit required details to the Optimizely team for Analytics provisioning |
4 | QA Validation | Optimizely Analytics Team with feedback from client | 3-5 days after Go-live | Optimizely Analytics team to link client’s data to the Optimizely instance and provide client with a preview of the data for validation. Issues and/or questions can be addressed via email or via a 30-minute meeting. At least 10 production orders and at least a month of offline orders are required to complete this step. |
5 | Analytics Provisioning | Optimizely Analytics Team | 3-14 days after go-live | Once QA is complete, the Optimizely Analytics team will provision client users within 3 working days |
Two options for completing Steps #1 and #2
You are responsible for three steps in the implementation process:
- Implementing Google Analytics 4 on your site.
- Implementing Google’s Tag Manager on your site.
- Completing a Go Live Checklist to request Analytics account provisioning.
Google Analytics and Tag Manager may be implemented by you or your partner, based on your needs. You can choose between two implementation paths:
Option #1: Simple implementation of Google Analytics and Tag Manager
If you plan to use Google Analytics and Tag Manager for B2B Analytics only, you can choose to implement Google Analytics and Tag Manager without partner or consultant support. You should complete steps 1, 2, and 3 in the table above.
Option #2: More complex implementation of Google Analytics and Tag Manager
You can use Google Analytics and Tag Manager for purposes that go beyond the B2B Analytics product. A complex implementation of Google Analytics and Tag Manager should be managed by your implementation partner, an analytics consultant, or an internal analytics expert.
If you are following this path and have already set Google Analytics 4 and Tag Manager in your production environment, you can go directly to Step #3 of the table above: the Go Live Checklist.