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Home > Projects > Project for the Leibish Digital Transformation

Discovery Project for the Leibish Digital Transformation

Industry

Luxury / Fine Jewelry

Platform

Shopify

Engagement model

Fixed-Price

Duration

3-4 weeks

Client revenue

$20M+ annually

Team involved

Lead Business Analyst, Solutions Architect, Project Manager

leibish-hero

About the client

A luxury jewelry brand with $20M+ in annual revenue turned to Elogic Commerce to prepare for a full-scale ecommerce transformation.

Before jumping into development, we ran a fixed-price, 3-4 week discovery phase to evaluate Shopify Plus and WooCommerce, map complex workflows, and define a scalable architecture.

This early stage gave the client clarity on the best technical direction, accurate budget estimates, and a realistic project timeline.

Turning business needs into clear discovery project objectives

When we kicked things off, our first job was to get everyone on the same page about what success should look like. Different teams–from product management to customer service–each had their own take on ecommerce, but there wasn’t a single vision pulling it all together. We stepped in to collect those viewpoints and shape them into clear objectives the whole company could rally around.

Beyond a simple platform comparison exercise, the discovery phase was the moment to set the digital foundation for the brand’s next stage of growth. To make that happen, we focused on four core goals:

Map existing workflows

Document processes, customer journeys, and business requirements across departments

Evaluate platforms

Weigh Shopify Plus and WooCommerce against the demands of a luxury ecommerce business

Design integrations

Plan how Salesforce CRM and the custom ERP could be connected without adding unnecessary complexity

Plan the rollout

Deliver a roadmap and feature backlog that reduced implementation risk and gave teams a clear direction

How we ran discovery in practice

Once the objectives were clear, the next step was to translate them into practical work. Discovery had to show how every part of the business connected, from operations to customer touchpoints, and how a future platform could support that. Here’s what the process looked like:

Stakeholder workshops

We held workshops and interviews with the CEO, COO, ecommerce leaders, and teams across customer service, logistics, and product management. Each group added a different piece of the puzzle, from strategic goals to day-to-day pain points. Mapping these processes gave us a unified view of how the company operates.

Product and catalog review

The brand’s catalog isn’t simple. Each gemstone is unique, bundles are common, pricing is dynamic, and rules change by region. We documented how these elements worked together so the future platform could reflect that complexity without creating bottlenecks.

Customer journey mapping

We traced the journey from initial consultation through purchase and post-delivery care. This ensured the experience felt consistent for customers and workable for the teams supporting them.

CRM and ERP analysis

We reviewed Salesforce CRM to understand its data model, current usage, and lead funnel, then designed options for syncing it with Shopify. At the same time, we examined order fulfillment, shipping, stock, and finance flows in the custom ERP to define Shopify Plus as the frontend sales layer.

Advanced ecommerce flows

We dug into areas like checkout rules, gift configurators, customer types, and payment options. The aim was to use Shopify Plus native features wherever possible, cut down on unnecessary custom code, and set the brand up for long-term scalability.

Tools & methods used

  • Stakeholder workshops (remote, functional deep-dives)
  • Structured BRD documentation
  • Miro for customer journey mapping and BACCM
  • LucidChart architecture diagrams and workflow mapping
  • Slack and Notion for async collaboration with client teams

What we delivered in discovery

The discovery phase produced a clear set of outputs documenting business needs, mapping integrations, and defining the technical direction for the future platform. These included:

  • Business requirements document (BRD)

    50+ pages of validated, structured business needs

  • Shopify integration architecture

    Technical blueprint for core system connections

  • Data flow diagrams

    Mapping Salesforce CRM integration for leads, customers, consent, and segmentation

  • ERP integration flow

    Proposed connection between Shopify and the custom ERP (orders, stock, delivery, finance, cancellations)

  • Functional process diagrams

    Covering quoting, gemstone data, PDP personalization, and shipping logic

  • Feature backlog

    12+ feature groups prioritized into MVP, Phase 2, and Future

  • Customer journey maps

    Detailing retail, gifting, and service flows

  • Roadmap and effort estimation

    Phased implementation approach with Shopify Plus

What Leibish gained (beyond the deliverables)

The deliverables translated into tangible outcomes that shaped the client’s next steps:

  • Unified vision: Priorities clarified across leadership, operations, and ecommerce teams
  • Future-proof architecture: Shopify connected with Salesforce CRM and the ERP ecosystem
  • Workflow improvements: Pain points in custom processes replaced with scalable Shopify-native and API-driven alternatives
  • Faster decisions: Clear diagrams, defined scope, and a phased roadmap enabled cross-team alignment
  • Implementation readiness: Equipped to work with vendors and replatform with confidence

Together, these outcomes turned documentation into a practical blueprint for transformation.

elogic-partner

Why discovery matters

Discovery is where transformation begins. For Leibish, it turned ambition into a blueprint for growth. At Elogic Commerce, we help brands uncover clarity, align teams, and design scalable solutions from the start. Ready to lay the groundwork for your next stage of growth?