There was a major change to our code foundation between PaaS Content Management System version 11 and version 12, hence, the skillset required will have a small difference pending which version of Content Management you are using.

• PaaS CMS 11 or earlier
  • Detailed knowledge of building and customizing websites using Optimizely Content Management 11
  • .NET Framework development with ASP.NET MVC
• PaaS CMS 12 or later
  • Detailed knowledge of building and customizing websites using Optimizely Content Management 12
  • .NET 5 or later with ASP.NET Core MVC
• All PaaS CMS version
  • Content Management developers involves more back-end knowledge rather than front-end, but an understanding of HTML/JavaScript/CSS will be required
  • Optional but recommended
    • Understanding of JavaScript libraries like Angular, React, and Vue
    • Understanding of HTTP/REST API
• SaaS CMS
  • Basic domain management knowledge
  • A front-end framework of your choice
  • Graph

The same skillset as the initial setup/installation is required for on-going maintenance and customization.

When upgrading, it is important to understand the difference between the old version and the new version, especially in the case of PaaS CMS 11 and PaaS CMS 12, where the foundation code has been changed to ASP.NET Core.

When using Content Management as a business user, the skillset required will vary pending on the implemetation of the platform. However, we have training programs that will go over the common elements that are available on our platform regardless of how it is implemented:

• Creating website content
• Version control
• Edit properties and page settings
• Running reports
• Creating content in multiple languages
• Managing user logins and user groups
• System configuration (settings, websites, languages, categories)
• and more

• PaaS Content Management System documentation
• SaaS Content Management System documentation
• Content Management training programs:
  
  • What is Content Management System (CMS)?
  • Get started with Content Management System (CMS)

• Front end web development such as HTML/JavaScript/CSS
• Front end libraries such as Angular, React, or Vue
• .NET development with ASP.NET MVC
• Concepts of headless CMS
• Concepts of SaaS
• Knowledge of the eCommerce field
• Knowledge and understanding of Git technology and command line tools

The same skillset as the initial setup/installation is required for on-going maintenance and customization.

As any eCommerce platform, one of the most important aspect is the collection of data and the analysis of such data to help marketers, sales, and the tech team. With that said, our B2B Commerce has its own analytic tools for doing so, and the knowledge and understanding of how to use this tool is highly recommended.

• Configured Commerce documentation
• Configured Commerce training programs:
  • What is Configured Commerce?
  • What is Optimizely Product Information Management (PIM)?

• Front end web development such as HTML/JavaScript/CSS
• Front end libraries such as Angular, React, or Vue
• .NET development with ASP.NET MVC
• Understanding of how to build websites using Optimizely Content Management

The same skillset as the initial setup/installation is required for on-going maintenance and customization.

• Commerce Connect documentation
• Commerce Connect training programs:
  • What is Customized Commerce?
  • Get started with Customized Commerce

• Front end web development such as HTML/JavaScript/CSS

The same skillset as the initial setup/installation is required.

• Web Experimentation documentation
• Experimentation training programs:
  • What is Web Experimentation?
  • Get started with Web Experimentation
  • Strategies for experimentation

Optimizely Feature Experimentation comes with SDK in many programming languages. Depending on the language your existing platform uses, the required skillset will vary.

We have the following SDK available to you:

• Android
• C#
• Go
• Java
• JavaScript (Browser)
• JavaScript (Node)
• Objective-C
• PHP
• Phython
• React
• React Native
• Ruby
• Swift

The same skillset as the initial setup/installation is required.

• Feature Experimentation documentation
  • SDK reference guides
  • SDK compatibility matrix
• Experimentation training programs:
  • What is Feature Experimentation?
  • Get started with Feature Experimentation

The skillset require for setting up and installing ODP will depend on which platform you integrate with. Most of the configuration can be done within the ODP portal, however, there are cases where knowledge and understanding of HTML/JavaScript is required to properly embed the ODP tag to complete the integration. See documentation for complete list of integration instructions.

Maintenance and upgrade of the platform will be managed by Optimizely.

To fully utilize the data from ODP, understanding the concept of building complex Excel spreadsheet will help you configure custom filters, behaviors, segments, reports, and campaigns.

• ODP documentation
• Please reach out to your Customer Success Manager on details for getting training on using ODP
  • Technical onboarding
  • User onboarding

OCP applications are single click installations for the end user. Typically, the user will need to provide identity and authentication information, such as account information and API keys. No further technical skill is required for the installation of OCP apps.

OCP apps are built on the Node.js framework, and require JavaScript and TypeScript development ability to build an app.

None.  OCP is a fully managed environment provided by Optimizely, and all aspects of running and scaling apps is automatically provided. If your app requires updates, such as expanded functionality, then the same skills required to build the app can be used for your updates.

• OCP documentation
• Please reach out to your Customer Success Manager on details for getting training on using OCP
  • Technical onboarding
  • User onboarding

• For use on Optimizely Content Cloud websites
  • Front end web development such as HTML/JavaScript
    • Required for adding attributes to DOM objects
  • .NET development with ASP.NET MVC
    • Required for installing NuGet package to the solution only
  • Understanding of OpenGraph tags
  • Understanding of Optimizely tag attributes
• For use on non-Optimizely Content Cloud websites
  • Front end web development such as HTML/JavaScript/CSS
    • For customizing the display of content recommendations through the portal

• Understanding of data analysis
  • Required to analyze the Content Intelligence reports

• Personalization documentation
• Please reach out to your Customer Success Manager on details for getting training on using our recommendation products

• Same as Content Recommendations & Intelligence (uses same tracking)
• Understanding of recommendation block configuration
  • Required to generate emails
• Front end web development such as HTML/JavaScript/CSS
  • Required for customizing email templates

After everything is setup, the ongoing day to day usage will be done within the portal. An understanding of how Optimizely Email Reommendations work, how to create/manage campaigns, and how to create/manage product sets is required.

Please reach out to your Customer Success Manager on details for getting training on using our recommendation products.

• Front end web development such as HTML/JavaScript
  • Required for adding attributes to DOM objects
• .NET development with ASP.NET MVC
  • Required for installing NuGet package to the solution only
• Understanding of OpenGraph tags
• Understanding of Optimizely tag attributes

After everything is setup, the ongoing day to day usage will be done within the portal. An understanding of how Optimizely Product Reommendations work, how to create/manage campaigns, how to perform a campaign review, and how to create/manage product sets is required.

• Personalization documentation
• Please reach out to your Customer Success Manager on details for getting training on using our recommendation products

• Same as Product Recommendations (uses same tracking)
• Understanding of recommendation block configuration
  • Required to generate emails
• Front end web development such as HTML/JavaScript/CSS
  • Required for customizing email templates

After everything is setup, the ongoing day to day usage will be done within the portal. An understanding of how Optimizely Email Reommendations work, how to create/manage campaigns, and how to create/manage product sets is required.

Please reach out to your Customer Success Manager on details for getting training on using our recommendation products.

• Knowledge of marketing principles, techniques, and media
• Knowledge of marketing campaign workflows
• DNS management

For marketers/business users:

• Ability to setup and create campaigns

For developers/administrators:

• Ability to link and/or integrate to any of the following as needed: web shop, CRM, web analytics program or product database and Optimizely DXP platforms 
• Ability to work with the provided smart campaigns APIs such as: HTTP, REST, SOAP, SMTP

• Marketing Automation documentation

• .NET development with ASP.NET MVC
• Front end web development such as HTML/JavaScript/CSS

The same skillset as the initial setup/installation is required for maintenance, upgrade, and customization.

For ongoing day to day usage, and understanding of managing features like field boosting, best bets, related queries, and so on through the portal is required.

• Search & Navigation documentation
• Search & Navigation user guide

• Front end web development such as HTML/JavaScript
  • Required for adding attributes to DOM objects
• .NET development with ASP.NET MVC
• Understanding of OpenGraph tags
• Understanding of Optimizely tag attributes

The same skillset as the initial setup/installation is required for maintenance, upgrade, and customization.

For ongoing day to day usage, and understanding of how to analyze the reporting for personalized search results and adjusting field boosting values.

• Personalized Search & Navigation documentation
• Personalized Search & Navigation user guide

Commerce Analytics is a tool available for B2B Commerce Cloud. Once an account is created and activated, you'll be able to access it through a website.

There are some generic skillset that's recommended before using the tool, and also some specific ones for certain scenario.

For partner hosted instances:

• The ability to export data and send it to a location defined by Optimizely
• The ability to work with the SQL files sent by Optimizely

For cloud-hosted instances and order history not loaded into B2B Commerce Cloud:

• The ability to export data and send it to a location defined by Optimizely
• The ability to customize setup if needed

Overall skills recommended:

• Familiarity of basic analytics such as Google Analytics and Google Tag Manager
• Previous experience working with eCommerce data analysis
• Previous experience working with data analysis tools such as Microsoft Excel (pivot table) and SQL
• Familiarity of eCommerce components and processes such as:
  • Order history
  • Customer data
  • Customer groups
  • Product groups

• Ability to analyze and/or read generated reports from the Commerce Analytics dashboard
• Ability to configure Commerce Analytics settings that affects data reporting 

• Commerce Analytics user guide

• Knowledge of marketing principles, techniques, and media
• Knowledge of eCommerce components and processes such as:
  • Orders
  • Customers
• Knowledge of Product Information Management (PIM)
• Ability to follow the steps required for PIM implementation such as:
  • Ability to identify the PIM team including roles and permissions
  • Ability to keep the data clean for import to PIM
  • Ability to configure settings required in PIM 
• For integration with Optimizely B2C Commerce Cloud
  • .NET development with ASP.NET MVC
    • Required for installing NuGet package to the solution only
  • Developer's completion of Optimizely B2C Commerce Developer learning path or equivalent knowledge

For commerce business users and administrators:

• Understanding of product managment in Optimizely B2C Commerce Cloud

For developers:

• Ability to setup and maintain 3^rd party integrations with PIM using the available ready-only APIs

• PIM documentation on integration
• PIM user guide

• .NET development with ASP.NET MVC

The same skillset as the initial setup/installation is required for maintenance, upgrade, and customization.

• Community API documentation