Chris Reddick (President and CEO at Clarity Ventures) and Ron Halversen (Vice-President of Sales and Marketing at Clarity) discuss how permissions affect what customers see on product detail pages.

Part 5 of a 5-part series (Return to Part 4)

RON: The last slide here, we're going to talk about devices, and I know we've talked about this for others, like in the webinars we did for the auction platform. But let's talk briefly about—I’ll touch base on all kinds SEO stuff—f you want to talk about the devices and the accessibility and things like that, go ahead and jump into that and then I'll touch briefly on the SEO for buying group platforms. And then, if we want, we can finish off with all the permissions and security and access control and we'll just kind of tag team that. 

CHRIS: Absolutely. Accessibility and mobile responsiveness, these are two heavily related topics nowadays. But the concept behind accessibility is making sure that different readers and different devices can access the site properly. This is something that we really design in from day one. 

There's no perfection here. But generally speaking, we encourage you to be asking about this regardless of what vendor you're working with on your buying group platform. Go ahead and ask them about their plan and how they audit for accessibility and how they deliver on that. Accessibility requirements do change over time. So how are they maintaining that over time? 

Accessibility should be built into the DNA of the delivery of the site, and it should just be something that everyone is like, “Yeah, that's really important and we definitely do that. Here's how we take care of that.” 

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CHRIS: As for mobile, and just generally responsive responsiveness of the designs, this needs to be part of the DNA of the whole delivery. And for us, we really focus on not just a responsive site, but also getting to a PWA, a progressive web application, so that the end-user could, if the buying group wanted to, take advantage of having a mobile launch. And having that experience be omnichannel, if you will, across the different devices.  

Ultimately, the main idea is that there's architecture and planning around the presentation for not just desktop, not just tablet and mobile, and not just the kind of main browsers, but really having a standard for meeting all of the different channels that might come up over the many years that you're operating your site. And we really encourage you to ask these questions, ask how your partner is going to do this and what their experiences with it is. 

RON: Yeah. And if you want to write this down, audience. When you're asking the questions, ask them about ADA. That's the Americans with Disabilities Act. Ask them about their ADA compliance and how they deal with that, potentially about Section 508 that's the low-hanging fruit, the easiest to comply with. And then WCAG. If you write those three things down, just ask them and record their results as you compare vendors and see how they deal with that. Because those are the three things that you mainly need to think about. 

As far as SEO, SEO is kind of an interesting one. It's kind of 50/50. A lot of times with these buying groups, right? I've heard mixed reviews. Somebody said one time, I can buy from Costco even if I don't have a Costco membership. And I'm like, I don't even know how that's possible. Well, maybe Costco allows them in. Do they charge them the retail price? They can go ahead and buy, but they just have to pay retail. They don't get membership price. I don't know. Maybe they do. 

I guess GNC does that. I have a membership at GNC, and when we go buy our whey protein for my protein shakes, I get a discount because I have a GNC membership. But if I didn't have a membership, I could buy it full retail, I suppose. So maybe there's that.  

So with your store, your online store, is it a true closed-off membership where it is contractual that these people come to me and they've negotiated the price? Then SEO is not in play. I am not trying to drive traffic to my site or am I trying to drive? Even though I do charge memberships, I'm still trying to drive and bring on new members constantly. So I need a SEO. Remember, SEO is the gift that keeps on giving. It is the one that drives traffic to your site. 

CRO for the audience (conversion rate optimization) is once they’re to the site. How can I ensure they have a good experience as I guide them toward buying or converting. So SEO CRO are both important. They're equally important. 

You don't want to invite 100 people over to your house if your house is messy, right? The CRO would be garbage. The SEO would be great. Conversely, you don't want to go spend $10,000 and invite Oingo Boingo to play at your house and only invite three people over unless they're your favorite three people and they have a great concert. SEO is terrible, but the CRO is wonderful, right? So SEO and CRO are really important. They're married, they're tied at the hip, they're equally important and they're 50/50.  

You need you always need CRO no matter what. You don't always need SEO. If it's a private party and you're not you're not telling anybody about the party, it's by invitation only, then there's no SEO. You still want them to have a good time at the party, and so CRO is still important.  

So even if SEO is not on your roadmap, I've had three or four people call me talking about buyers group SEO. You don't care about SEO? And I’m like, “What about CRO?” “Yeah, I don't care about that either.” Yes, you do. Because everything we've just talked about for the last 30 minutes is all CRO. What is the experience? How do we guide? How do we know what the price is? How do we know what compliance is? How do we know where it ships from? Every bit of that is literally related to CRO,right?  

So let's let you finish out and talk about the final complex piece, right? Which is really the access control, scope control, maybe performance security of the site itself, things like that. Go ahead and go crazy with this one because this is obviously your specialty. 

CHRIS: Oh, thanks, Ron. You get me excited talking about it there. This may or may not be a super sexy topic for folks, but talking about permissions is really important for a lot of group purchasing organizations. Now, the first thing that I would say is, we typically hear a lot about the idea of having a web-based price or no-price showing on the web. And in some cases, our clients will prefer that the site just not even be visible on the web unless someone is a member. We can do any of those and variations, we can also not show inventory data, for example. 

Whether you work with us or another vendor, these are things that ought to be very doable. And fundamentally, the concept behind the permissions tends toward focusing on authentication and authorization. Authentication is going to be, “Did someone successfully log in to their account?” And then authorization is going to be, “What does their account have a role for? What do they have access to as part of that account? What is it a member of essentially from a role perspective?” 

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CHRIS: Then the roles within our platform, we literally have thousands of potential permissions that are very, very granular down to specific pieces of the workflows, like, “Can I view something? Can I add the item to my cart, can I purchase it?” Those are all controlled by different permissions. And this can be really helpful because, if think about it, you may have a buyers group scenario where someone is the buyer and someone is there actually doing the research, and they're putting the items in the cart, but they're not actually approving the order. So you may have a separate person who's approving the order.  

You may have a situation where, like we were talking about earlier, the different suppliers can provide bids. And then there may be someone within the organization who is a controller or maybe a CEO or someone like that who needs to make the purchase. There may be a threshold where, after a certain threshold, only then do we restrict purchasing for this particular role.  

Similarly speaking, there could also be specific buying group members who only have access to these items if they're part of this group. So maybe they have to be part of the Platinum Rewards program, or maybe they're part of the 3% rewards, or they're a premium member and then they get to see certain items.

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RON: This could even include, for a lot of buying groups platforms, it's not just about the purchasing, it's also about the industry knowledge and about the kind of best practices within the buying group. So you may have a digital offering that's informational or training that you want to incorporate into being part of the buying group. This could be access to a podcast or media like a video or LMS course, and we can provide any and all of these as well. This is all tied into permissions.  

As you can imagine, these would be things that would show up on the product detail pages. But we want to restrict this and show a nice message. I mean, we don't want to just say red error, you can't access this. We want a nice presentation, right? And be directing them through the process to upgrade their account over time, hopefully they're going to get into a position where they're going to upgrade their accounts. They're going to be really happy about it. And they'll continue to make large purchases as they go. And the permissions in custom development software can really help drive that by controlling what people have access to based on their roles. 

RON: Yeah, I agree. And it may not even be the front-end UI, right? You may have a separate role for the CFO. They're the only ones that can come in and pay the invoice off. So you've got people that could go in and put things in a cart and save a cart. Then you've got procurement managers that can come in and order, but only up to a certain dollar amount. Then you have management that can approve anything over that, and then you've got CFOs that end up paying the invoice later on.  

And that's just four simple roles that we came up with in 10 seconds. There could be hundreds of others. And like you said, I'll put a screenshot up here of a little snippet of some of those. I mean, we literally have thousands and thousands of unique abilities that can be assigned to a role on an eCommerce or group buying platform. You can have infinite control over what each of those roles can and can't do within our platform.  

If you want to get into that granularity, make sure that whatever platform and vendor you're talking to can do that kind of thing. Whatever custom development solution you're looking at. If you want to see a demo, please give me a call. Visit us at Clarity-Ventures.com to schedule a demo, I'll jump on a call. I'll show all those to you in a live demo. 

Thanks for joining us today. And next time, Chris and I are going to dive into the advanced inventory and warehousing logistics in custom development projects. So that'll be a real fun one. Thanks, Chris. 

CHRIS: Thanks, Ron. Thanks, everyone. Bye for now.