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SBOS Optimization Readiness Checklist

Technical and marketing teams can utilize this checklist to verify there are no technical blockers to undertaking personalization in Sitecore.

Your guide to the checklist videos

This ebook is a guide to the Optimization Readiness Checklist. It should be used to help determine who completes the checklist and when.

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Your Optimization Checklist Worksheet

This document is both an interactive worksheet to be used while completing the checklist and a follow-up report for development teams when addressing technical blockers.

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Optimization Readiness Checklist How-To Video Series

Verifying Experience Analytics

This video demonstrates how to verify that Experience Analytics has been built correctly and is capturing all data needed for optimization.

Verifying Experience Profile

This video demonstrates how to verify that the Experience Profile tool is built correctly and functions as expected.

Verifying Experience Editor

This video demonstrates how to verify that Experience Editor, Sitecore’s WYSISYG editor, is set up and functioning as expected.

Personalization and Testing

This video demonstrates how to verify that assorted Sitecore tools needed for personalization and testing are functioning as expected.

Verifying the Marketing Control Panel

This video verifies that items created in the Marketing Control Panel, such as goals, campaigns and taxonomies, are functioning as expected.

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Further helpful resources to gain business value from Sitecore

Find out more about our SBOS service and access a wealth of guides, white papers and insights in driving return on investment through improved digital experience on Sitecore Experience Platform.

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