E-commerce Platform Migration Project Brief

Streamline Your E-commerce Platform Migration

Planning an e-commerce platform migration is complex, but getting the brief right makes all the difference. This E-commerce Platform Migration Project Brief template helps online retailers, agencies, and development teams capture every critical detail upfront—from current platform pain points and catalog size to payment gateway preferences and integration requirements.

Whether you're moving from Shopify to WooCommerce, migrating off a legacy system, or upgrading to a headless commerce solution, this template ensures stakeholders align on scope, timeline, and technical needs before development begins. Built for e-commerce managers, digital agencies, IT teams, and consultants, it turns scattered requirements into a structured brief that drives better project outcomes.

Why use Paperform for your migration brief?

With Paperform's conditional logic, you can ask follow-up questions based on responses—like showing integration fields only when specific platforms are selected. The doc-style editor lets you mix instructions, images, and questions naturally, creating a brief that feels collaborative rather than interrogative. And because Paperform integrates with tools like Slack, Notion, Airtable, and project management platforms, every submission can automatically trigger the next step in your workflow.

Need to route briefs to different teams based on platform choice or urgency? Use Stepper to build multi-step workflows that assign tasks, send approvals, and keep stakeholders updated—all triggered by form submissions with no code required.

Once your brief is submitted, use Paperform's AI Insights to quickly summarise responses, identify common pain points across multiple clients, and generate talking points for kickoff meetings. For agencies managing migrations for several clients, the reporting dashboard helps you spot patterns and refine your scoping process over time.

Built for agencies, retailers, and IT teams

This template is trusted by digital agencies managing client migrations, in-house e-commerce teams scoping platform upgrades, and consultants gathering requirements for RFPs. It's flexible enough to suit small online shops moving to Shopify, mid-sized retailers upgrading to BigCommerce, or enterprise brands building custom headless stacks. Start gathering the details that matter, and turn migration chaos into a clear, actionable plan.