Book a demo
Book a demo
July 16, 2025

Implementing Bayretail, Made Simple

Bayretail™ is a powerful clienteling solution — but implementing it doesn’t have to be complex.

We use a proven hybrid agile methodology tailored specifically for retail brands. It’s structured, agile, and designed to deliver value fast, without compromising quality or control.

A Proven Hybrid Agile Methodology to Ensure Implementation Success

At Bayretail, we’ve developed an implementation approach based on a proven hybrid agile methodology, combining speed of execution, flexibility, and continuous innovation. This model is built around short delivery cycles of 12 to 16 weeks, enabling rapid time-to-value while ensuring effective adoption by both business and IT teams.

Our 6-Step Structured Approach:

  1. Design – Define user journeys, use cases, and business-specific requirements.

  2. Build – Quickly build key features in collaboration with your teams.

  3. Integrate – Connect with existing systems (OMS, CRM, ERP, etc.).

  4. Test – Conduct user testing and adjust based on field feedback.

  5. Train & Deploy – Train your teams and roll out the solution progressively.

  6. Support – Post-launch monitoring, support, and ongoing evolution.

Step 1: Project Kickoff

Who’s involved

Project Team: This includes key client stakeholders across IT, CRM, e-commerce, and retail, working closely with Bayretail’s dedicated experts — including a Project Manager, Solution Architect, and Customer Success Manager.

Steering Committee: Composed of senior decision-makers from both the client and Bayretail, this group ensures strategic alignment and helps make high-level decisions when needed.

What happens

Initial alignment: We establish communication channels and agree on the project governance framework.

Kickoff meeting: A formal launch to align all teams around project goals, success metrics, and timelines.

Step 2: Scope Definition

Who’s involved

CRM and Technical Teams: On the client side, supported by Bayretail experts, these teams collaborate to shape the full project scope based on business priorities and technical feasibility.

What happens

Workshops: We run workshops to define key use cases, identify required integrations (ERP, OMS, CDP, etc.), data flows, tagging plans, and platform configurations.

Shared documentation: A central, collaborative documentation space is created to ensure everyone stays aligned.

Detailed project plan: A timeline is proposed based on agreed scope, available resources, and business priorities.

Step 3: Technical Implementation

Who’s involved

Client Developers & Engineers: Guided by Bayretail’s Implementation Manager and Solution Architect.

What happens

System setup and configuration: Development and configuration of the Bayretail platform, connectors, mobile and web components.

Regular project checkpoints: Bi-weekly syncs with stakeholders to ensure the implementation stays on track and in scope.

Step 4: Testing & Validation

Who’s involved


CRM, IT, and Business Teams:
Working together to validate that all implemented features function as expected.

What happens

Functional & technical testing: Led by Bayretail’s project team, ensuring the setup matches the defined scope.

Business validation: End-to-end testing conducted by business users to confirm the solution meets real-world operational needs.

User training: Bayretail provides tailored training for retail staff, CRM users, and marketers to ensure successful platform adoption.

Step 5: Go-Live

Who’s involved


IT & Ops Teams:
Overseeing the live rollout with close support from Bayretail.

What happens

Production launch: The solution is deployed in the live environment with full monitoring in place to ensure stability.

Hypercare period: Post-launch support ensures rapid issue resolution and user feedback collection.

Step 6: Project Closure & Handover

Who’s involved

Entire Project Team: Focused on delivering final documentation and transitioning to long-term ownership.

What happens

Project documentation archive: All deliverables and lessons learned are compiled for future reference.

Closing meeting: A final review of project outcomes, achievements, and next steps.

Handover to Customer Success: Bayretail’s CSM takes over to provide ongoing strategic support and optimization recommendations.

Final Thoughts

With our structured implementation methodology, your Tech, CRM, and Retail teams are empowered to deploy Bayretail with confidence — from the initial kickoff to post-launch support.

Whether you’re leading a technical team, managing retail operations, or focused on digital transformation, this process gives you a clear roadmap for success.

If you’d like to learn more or kick off your project with us, feel free to reach out!

hello@bayretail.io

https://batch.com/fr/blog/posts/batch-implementation-methodology-step-by-step

Schedule your personalized demo !

Get in touch to schedule a full demo of the Retail Super-App and discover how it can help your brand do more.

Book a demo