Craft the POS Solution

Learn to craft a solution that meets merchant needs and sets them up for continued success.

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About this course

In this course, you will learn to craft a solution that meets merchant needs and sets them up for continued success.

By the end of this course, you will understand how to:

  • Lead discovery and needs assessment conversations with merchants
  • Perform a detailed task analysis of retail workflows and write user stories
  • Use user stories to have solutioning conversations with merchants
  • Assemble a full solution that includes native Shopify functionality, third-party apps, custom development, and consulting services
  • Recognize when a merchant is ready for optimization and growth strategies

How to get started
You can go through this course at your own pace and on any device. For information about minimum technology requirements to access courses and assessments, navigate to our Help page.

Curriculum30

  • Getting started
  • Introduction
  • Fit check
  • Shopify support
  • Knowledge check
  • Analysis: gap analysis, workflows, and task analysis
  • Introduction
  • Gap analysis
  • Stakeholders and critical workflows
  • Task analysis
  • Knowledge check
  • Craft a solution
  • Introduction
  • User stories
  • Solution alignment
  • Hardware
  • Services
  • Optimize and grow
  • Knowledge check
  • Address merchant concerns
  • Introduction
  • Reduce friction
  • Knowledge check
  • Closing
  • Wrap-up and resources
  • Course Feedback

About this course

In this course, you will learn to craft a solution that meets merchant needs and sets them up for continued success.

By the end of this course, you will understand how to:

  • Lead discovery and needs assessment conversations with merchants
  • Perform a detailed task analysis of retail workflows and write user stories
  • Use user stories to have solutioning conversations with merchants
  • Assemble a full solution that includes native Shopify functionality, third-party apps, custom development, and consulting services
  • Recognize when a merchant is ready for optimization and growth strategies

How to get started
You can go through this course at your own pace and on any device. For information about minimum technology requirements to access courses and assessments, navigate to our Help page.

Curriculum30

  • Getting started
  • Introduction
  • Fit check
  • Shopify support
  • Knowledge check
  • Analysis: gap analysis, workflows, and task analysis
  • Introduction
  • Gap analysis
  • Stakeholders and critical workflows
  • Task analysis
  • Knowledge check
  • Craft a solution
  • Introduction
  • User stories
  • Solution alignment
  • Hardware
  • Services
  • Optimize and grow
  • Knowledge check
  • Address merchant concerns
  • Introduction
  • Reduce friction
  • Knowledge check
  • Closing
  • Wrap-up and resources
  • Course Feedback