Review Website or Application

A site or application walk-through is a key step in the implementation process, in which you lead your Implementation Consultant through the site and explain the technical factors and business flows.

This step should be carried out whenever there is a requirement for implementation or implementation changes.

  • This step happens in the "strategy planning" phase, in the "onboard" process of an engagement lifecycle.
  • This step typically takes place after the kick-off call between your organization and Consulting,


It is important to work with your implementation consultant to provide a good understanding of your business and the overall objective of your site or application. Some of the places best suited to give some background information are:

  • Contract/Pre-Kick-off call with Sales Team
  • Company website (For example, the About and News pages)
  • Review Industry vertical playbook & related resources
  • Review important concepts in Wikipedia (such as Revenue, Affiliates, and Competitors)
  • review Play Store and App Store descriptions and reviews

Key Stakeholders


  • Implementation Consultant
  • Business Consultant
  • Solution Architect
  • Project Manager


  • Site Master
  • Business Lead
  • Technical Lead


  • The site/app walkthrough happens over a phone with screen share or on a site visit
  • Your Consultant will ask you to demonstrate the key business flows that impact revenue
  • The Consultant will observe, record, and document the outcomes

The Adobe Pre-Implementation questionnaire and Digital Assets Governance document contain the questions that you should answer during the walkthrough session.

Key Outcomes

The following information should be known following the webite or app review:


  • Purpose and the reason why the site exists
  • Strategic importance of the site
  • Relationships or groups with other internal/external sites (if any)
  • Site sub-functions (service or account details, or referral)
  • Key business processes that a visitor will go through


  • Internal and external domain names
  • Secure content (if any)
  • Hosted conversion process
  • Currency and time zone settings
  • Hybrid app details