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Setup: Solution Documentation Guidelines

This guide outlines best practices for documenting Norce Commerce solutions shared between Norce, customers, and solution partners.

Required components

  1. System architecture map
  2. Overview of the integration processes
  3. Functionality overview
  4. Special requirements or restrictions
  5. Contact information

System Architecture map

This could be a system figure with additional comments and notes, that clearly states:

  • System names as used in daily operations
  • Role and responsibility of each system
  • Connections with Norce Commerce (arrows with notes)
  • Underlying platform information (e.g., "Fido" = Business Central)

Integration Overview

Some more detail about the different integrations and how data flows between systems, like products, prices, stock, orders and other transactions.

Detail the following aspects:

  • Data flow directions (in/out of Norce)
  • Integration frequencies
  • Data volumes
  • Critical timing requirements (if exists)

Functionality Documentation

A short description on what the customer has implemented. No details needed here unless there is something special about some function.

Active Features

  • List of active Norce modules
  • Customization details

Inactive/Limited Features

  • Disabled modules
  • Read-only functionalities

Special Requirements

List functionality if there is something unique or uncommon about how the solution works.

Custom Solutions

  • Custom-built functionalities
  • Special implementations, like third party integrations
  • How Norce helps with the functionality

Non-Functional Requirements

Only list special requirements, like:

  • Critical processes
  • Timing dependencies
  • Operating hours requirements
  • Integration windows

Contact Information

Maintain updated contact details for:

  • Solution partner representatives
  • Customer key personnel
  • Documentation owner
  • Optionally support escalation paths

Important considerations

Some good tips and tricks are:

  • Use commonly understood system names
  • Keep documentation current (make sure it is updated yearly, quarterly or so)
  • Maintain clear ownership of documentation

Further reading

Where to go from here

  • Establish maintenance procedures and support processes with Norce, customer and partner