When you develop your first Product Guide, you might face the question whether to start creating the advisor concept or prepare and upload the product data first. Read these tips when you are not sure where to start. Anyway, both steps are necessary and at a certain point required - the only question is where to start.
There are two different approaches to create your Product Guide: You can either proceed...
Steps: Create the Product Guide Concept first with all Questions and Answer Options to define your ideal advisor process - and later on (or in between) upload your product data.
Steps: Integrate your Product Data first, and afterwards Create the Product Guide Concept. Eventually refine the product data.
Recommended for:
Recommended for:
Follow-up actions:
Follow-up actions:
In any case, creating great Product Guides with good usability and recommendation behavior requires a close link of the advisor concept and the corresponding product data. It is always an iterative process - that is why we designed the Workbench around the idea of providing you full flexibility to start wherever you like, no matter if you want to work data-driven or concept-driven.
If you are not sure whether to start with the advisor concept or the product data, we typically advise you to start with the advisor concept. This makes sure to focus on the user, and afterwards adapt the existing data. When working in a concept-driven approach, you might also create an idealistic test product data file based on our Template and Example Data Files with e.g. only 10 products. This will help you to quickly understand and model the dependencies from advisor concept to product data. Later on you and excentos can use the idealistic data definition to check how we can best transform or extend your existing product data file to this example file.
Look at the Product Guide Concept Manual for a guideline and our best practices to effectively create great Product Guide concepts.
Depending whether you want to build your Product Guide concept-driven or data-driven, we also suggest that you access the documentation in that order.
And once you have started, simply switch between the two views because anyways, it's an iterative process. |