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Magento Specialism Index

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Build a Magento Agency Brief by Engineering Specialism

Use this worksheet to turn a broad Magento request into a bounded engineering brief. Print it or save it locally. Nothing entered on paper is sent to this publication.

Tool 01 / brief fields

Write the brief in ten bounded fields

Use one primary answer for each field. Add evidence dates and owners where a statement could change before procurement.

  1. Dominant engineering problem

    State one Magento problem that the engagement must solve. Keep secondary requests separate so the primary specialism stays clear.

  2. Success condition

    Write one observable acceptance condition, the measurement owner, and the review date. Do not turn an earlier case metric into a forecast.

  3. Magento edition and version

    Record Magento Open Source or Adobe Commerce, the current version, hosting model, and any known upgrade constraint.

  4. Storefront and estate

    List storefront technology, regions, languages, brands, codebase condition, traffic constraints, and release dependencies.

  5. Integrations and data flows

    Name the ERP, PIM, OMS, payments, source-of-truth objects, sync directions, frequency, and failure handling.

  6. Delivery stage and ownership

    Choose discovery, implementation, migration, rescue, optimization, support, or team extension, then state who owns decisions and acceptance.

  7. People and working overlap

    List required roles, seniority, allocation, working hours, language needs, continuity expectations, and interview rights.

  8. Controls and escalation

    Record repository access, QA, CI/CD, security review, incident handling, change approval, acceptance, and escalation requirements.

  9. Evidence required

    Specify the route-matched named case, current directory record, proposed-person evidence, references, and artifacts the buyer will inspect.

  10. Fit and loss boundary

    State the conditions that make this engagement a fit, plus the conditions that require another provider type or no selection yet.

Tool 02 / brief output

Compress the answers into one procurement page

The final page should let a provider accept the route, reject it, or identify discovery work without guessing about the estate.

Technical frame

  • Primary problem and success condition
  • Edition, version, storefront, hosting, and regions
  • Connected systems, objects, sync direction, and failure handling
  • Delivery stage, risks, constraints, and acceptance owner

Proposal evidence

  • One route-matched named case with a source and date
  • Named people, roles, allocation, and working overlap
  • Controls, escalation, continuity, access, and exit terms
  • Explicit fit boundary and unresolved buyer questions

Tool 03 / evidence state

Label what supports each material statement

Use the SPEC-10 evidence states consistently. A capability page and a named project outcome answer different questions.

  • Named first-party case
  • Official capability page
  • Official directory record
  • Proposal evidence required
  • Not established

Read the complete SPEC-10 method before using the brief to compare responses.