Brainforge Knowledge

ecommerce_best_practices

11 min read

Linear Tickets: Ecommerce Best Practices & EdenOS Data Model

Epic / Initiative

Title: Build Ecommerce Best Practices Data Model for EdenOS
Priority: High
Labels: edenOS, infrastructure, data-model, Q1-2026
Owner: Robert Tseng

Description: Leadership directive from Jan 14 ELT meeting: “I’d rather use a subset of ecommerce best practices than analyze our existing framework. I want this to be as good as Shopify at sharing data.”

Business Context:

  • EdenOS is the foundational infrastructure project for unified healthcare platform
  • Moving off Bask to unified system
  • Unlocks: pharmacy integration, telehealth + health clubs integration, personalized medicine at scale
  • Critical for 2x revenue growth goal and 3 new channel expansions

Current State:

  • ✅ Analytics rebuild started (5 tables replicated from Bask)
  • ✅ Meeting with Surf 2x/week on ecommerce data model

Gaps to Address:

  • ❌ No ecommerce best practices reference architecture
  • ❌ No comparison of “Bask limitations” vs “Shopify standard”
  • ❌ No timeline for when EdenOS unlocks new capabilities

Success Metrics:

  • Surf (EdenOS lead) agrees reference architecture meets requirements
  • ELT can see clear ROI/unlock story for EdenOS investment
  • Data model supports unified customer view across all Eden touchpoints

Ticket 1: Research & Document Shopify-Level Ecommerce Data Model

Priority: High
Labels: research, data-model, ecommerce, best-practices
Estimate: 2 days
Owner: TBD (Data Engineer or Robert)
Due Date: Jan 24, 2026

Description

Research and document industry-standard ecommerce data models (using Shopify as the gold standard) to establish reference architecture for EdenOS build.

Why This Matters: Leadership wants to build to ecommerce best practices, not replicate Bask’s limitations. We need a clear picture of what “good” looks like.

Acceptance Criteria

  • Document core entities of Shopify data model:
    • Customer 360 (unified profile across all touchpoints)
    • Product catalog structure
    • Order lifecycle events (cart → checkout → payment → fulfillment)
    • Subscription/recurring order model
    • Attribution model (multi-touch, channel tracking)
    • Inventory management
    • Pricing & promotions structure
  • Identify key relationships between entities (ERD diagram)
  • Document standard event tracking for ecommerce funnels
  • Research how Shopify handles:
    • Multi-product purchases
    • Subscription upgrades/downgrades
    • Refunds/cancellations
    • Customer segmentation
  • Find 2-3 comparable healthcare ecommerce examples (Ro, Hims, Curology) if available

Deliverable Format

  • Markdown doc with:
    • ERD diagram (use Mermaid or export from tool)
    • Entity definitions table
    • Event taxonomy
    • Links to Shopify documentation
    • Screenshots/examples where helpful

Resources

  • Shopify API documentation
  • Segment ecommerce spec
  • Amplitude/Mixpanel ecommerce tracking guides
  • Healthcare DTC competitors (for context)

Ticket 2: Audit Bask Current State Data Model

Priority: High
Labels: audit, data-model, bask, technical-debt
Estimate: 1.5 days
Owner: TBD (Data Engineer)
Due Date: Jan 24, 2026
Depends On: Ticket 1 (helpful to have best practices in mind, but can run in parallel)

Description

Document the current Bask data model to establish baseline and identify limitations preventing us from building modern ecommerce capabilities.

Why This Matters: We can’t build a gap analysis without understanding what we have today. This will also help us communicate to leadership why EdenOS is necessary.

Acceptance Criteria

  • Document current Bask schema:
    • What tables exist?
    • What customer data do we capture?
    • How are orders tracked?
    • How are products/SKUs structured?
    • What event data is available?
  • Identify data quality issues:
    • Missing fields (e.g., attribution data)
    • Inconsistent naming conventions
    • Orphaned records
    • Duplicate customer profiles
  • Document current limitations:
    • What can’t we do with Bask data?
    • What requires manual workarounds?
    • What data lives outside Bask (in Monday.com, spreadsheets, etc.)?
  • Interview stakeholders about Bask pain points:
    • Brad (Ops): What ops data is missing?
    • Mitesh (Marketing): What attribution gaps exist?
    • Surf (EdenOS): What’s blocking him?

Deliverable Format

  • Markdown doc with:
    • Current state ERD diagram
    • Table of limitations (what we can’t do today)
    • Stakeholder pain points summary
    • List of data living outside Bask

Resources

  • Bask database access
  • Analytics rebuild docs (5 tables already replicated)
  • Interview notes from Brad, Mitesh, Surf

Ticket 3: Create Gap Analysis - Bask Current State → Best Practice Future State

Priority: High
Labels: gap-analysis, strategic, edenOS
Estimate: 2 days
Owner: Robert Tseng
Due Date: Jan 27, 2026
Depends On: Ticket 1, Ticket 2 (must complete both first)

Description

Create a comprehensive gap analysis comparing Bask’s current limitations to Shopify-level ecommerce best practices, showing what EdenOS needs to enable.

Why This Matters: This is the key deliverable for ELT - shows them WHY EdenOS is worth the investment and WHAT it will unlock for the business.

Acceptance Criteria

  • Create side-by-side comparison table:
    • Column 1: Capability
    • Column 2: Bask Current State
    • Column 3: Shopify Best Practice
    • Column 4: EdenOS Target State
    • Column 5: Business Impact of Gap
  • Prioritize gaps by business impact:
    • P0: Blocking 2x growth goal (e.g., poor attribution, no unified customer view)
    • P1: Blocking channel expansion (e.g., can’t track multi-channel journeys)
    • P2: Operational inefficiency (e.g., manual data pulls)
  • Quantify impact where possible:
    • “Missing attribution costs us $X in misallocated ad spend”
    • “Manual reconciliation costs Y hours/week”
  • Map gaps to EdenOS requirements:
    • What must EdenOS solve for MVP?
    • What can wait for V2?

Deliverable Format

  • Google Slides presentation (5-7 slides):
    • Slide 1: Executive Summary (why this matters)
    • Slide 2: Current State Pain Points (Bask limitations)
    • Slide 3: Best Practice Vision (Shopify standard)
    • Slide 4: Gap Analysis Table (prioritized)
    • Slide 5: What EdenOS Unlocks (business capabilities)
    • Slide 6: Roadmap (MVP → V2)
    • Slide 7: Next Steps (immediate actions)

Stakeholder Review

  • Review with Surf (EdenOS lead) - does this align with his build plan?
  • Review with Mitesh (Marketing GM) - does this solve his pain points?
  • Prepare for Jan 28 ELT call (backup slides if asked)

Ticket 4: Define EdenOS Capability Unlocks & Timeline

Priority: High
Labels: roadmap, edenOS, business-case
Estimate: 1 day
Owner: Robert Tseng + Surf
Due Date: Jan 28, 2026
Depends On: Ticket 3

Description

Document what new business capabilities EdenOS will unlock and when, with clear milestones and dependencies.

Why This Matters: Leadership wants to know ROI of EdenOS investment. “When can we do X?” needs clear answers.

Acceptance Criteria

  • Define capability unlocks by phase:

    Phase 1: Foundation (Current - Q1 2026)

    • Unified customer profile (all touchpoints in one view)
    • Clean order lifecycle tracking
    • Improved attribution model
    • Single source of truth (no more Monday.com vs Tableau conflicts)

    Phase 2: Growth Enablement (Q2 2026)

    • Multi-channel journey tracking (for 3 new channels)
    • Cross-product purchase visibility
    • Automated funnel analysis
    • Self-service analytics for marketing team

    Phase 3: Unified Healthcare (Q3-Q4 2026)

    • Pharmacy integration (health clubs + telehealth + retail)
    • Patient journey orchestration
    • Personalized medicine workflows
    • Predictive LTV/churn modeling

  • Document dependencies & blockers:

    • What must be in place before each phase?
    • What are the risks?
    • What decisions need to be made?

  • Create milestone tracker:

    • Key dates
    • Responsible parties (Surf, Robert’s team, etc.)
    • Success metrics for each phase

Deliverable Format

  • Markdown doc with:
    • Capability unlock roadmap (visual timeline)
    • Before/after for each capability (what can’t we do today → what we can do after EdenOS)
    • Dependency map
    • Risk/blocker tracker

Stakeholder Alignment

  • Sync with Surf: Does this match his build timeline?
  • Sync with Mitesh: Are these the right capabilities to prioritize?
  • Prepare 1-slide summary for ELT

Ticket 5: Sync with Surf on Requirements & Alignment

Priority: High
Labels: stakeholder-sync, edenOS, requirements
Estimate: 1 hour (meeting) + 2 hours (prep/follow-up)
Owner: Robert Tseng
Due Date: Jan 29, 2026
Depends On: Ticket 1, 2, 3

Description

Meet with Surf (EdenOS lead) to review ecommerce best practices research, validate gap analysis, and align on data model requirements.

Why This Matters: Surf is building EdenOS. We need to ensure our best practices research aligns with his technical approach and timeline.

Meeting Agenda

  1. Share Best Practices Research (15 min)

    • Walk through Shopify data model findings
    • Highlight what’s most relevant for Eden’s use case

  2. Review Gap Analysis (15 min)

    • Show Bask limitations vs. best practices
    • Get his input: Are we missing anything?

  3. Align on Requirements (20 min)

    • What does EdenOS data model need to support?
    • What’s in scope for MVP vs. V2?
    • Any technical blockers or unknowns?

  4. Timeline & Next Steps (10 min)

    • When will analytics rebuild be complete?
    • What does Robert’s team need to prepare for?
    • How do we stay synced going forward?

Acceptance Criteria

  • Prep meeting doc with:
    • Best practices summary (from Ticket 1)
    • Gap analysis (from Ticket 3)
    • Open questions for Surf
  • During meeting:
    • Validate our best practices are aligned with his approach
    • Confirm EdenOS requirements
    • Document any new blockers or dependencies
  • After meeting:
    • Update gap analysis based on feedback
    • Document agreed-upon requirements
    • Update analytics rebuild tracker
    • Share meeting notes with team

Follow-Up Actions

  • Update EdenOS capability roadmap if timeline changes
  • Flag any blockers to leadership
  • Schedule recurring sync (weekly?) for analytics rebuild progress

Ticket 6: Create EdenOS “What It Unlocks” Story for ELT

Priority: Medium
Labels: storytelling, ELT, strategic
Estimate: 3 hours
Owner: Robert Tseng
Due Date: Jan 30, 2026
Depends On: Ticket 3, 4, 5

Description

Package the EdenOS gap analysis and capability unlocks into a compelling story for ELT, showing ROI and strategic value.

Why This Matters: From Jan 14 ELT call: “You’re a thought leader. Tell us the story with data.”

This is about translating technical infrastructure into business value.

Acceptance Criteria

  • Create 3-slide ELT backup deck:

    Slide 1: The Problem

    • What’s broken today (Bask limitations)
    • Business impact (can’t hit 2x growth, can’t scale channels, manual workarounds)
    • Why this matters now (pharmacy integration, unified healthcare vision)

    Slide 2: The Solution

    • EdenOS best practices approach (Shopify-level standards)
    • What it enables (unified customer view, automated attribution, scalable analytics)
    • Timeline (Phase 1, 2, 3 milestones)

    Slide 3: What This Unlocks

    • New capabilities by phase (customer journey, multi-channel, personalized medicine)
    • Business impact ($X cost savings, Y% efficiency gain, Z new capabilities)
    • Clear ask: “Here’s what we need to deliver this”

  • Prepare 90-second verbal pitch:

    • Problem: “Today we can’t X because of Bask limitations”
    • Solution: “EdenOS builds to Shopify standards”
    • Impact: “This unlocks Y for the business”

When to Use This

  • Backup slides for Jan 28 ELT call (only present if asked about EdenOS)
  • Future strategic planning sessions
  • When leadership asks “Why are we investing in EdenOS?”

Deliverable Format

  • Google Slides (3 slides, backup to main ELT deck)
  • One-pager summary (for async sharing)

Ticket 7: Document Analytics Rebuild Progress & Blockers

Priority: Medium
Labels: analytics-rebuild, tracking, edenOS
Estimate: 2 hours
Owner: TBD (whoever’s doing analytics rebuild)
Due Date: Jan 31, 2026

Description

Create a tracker showing analytics rebuild progress (replicating Bask tables into EdenOS) with clear status, blockers, and next steps.

Why This Matters: From ELT call: “We already started this. We’ve replicated 5 tables.” We need visibility into what’s done, what’s in progress, and what’s blocking us.

Acceptance Criteria

  • Create analytics rebuild tracker (spreadsheet or Linear board):

    Table NameStatusOwnerTarget DateBlockersNotes
    Customers✅ DoneNameCompletedNoneValidated with Surf
    Orders✅ DoneNameCompletedNoneMissing some fields
    Products🚧 In ProgressNameJan 24Pricing model unclearWaiting on Surf
    ………………

  • Categorize remaining work:

    • P0: Must-have for MVP (which tables?)
    • P1: Nice-to-have for MVP
    • P2: Can wait for V2

  • Document open questions/blockers:

    • What’s blocking table X replication?
    • What decisions need to be made?
    • Who owns resolving blockers?

  • Track data quality checks:

    • For completed tables, have we validated data?
    • Any discrepancies between Bask source and EdenOS replica?
    • What QA process is in place?

Deliverable Format

  • Google Sheet (shared with Surf, Robert, team)
  • Weekly updates in Slack/Linear
  • Flag blockers immediately (don’t wait for weekly update)

Review Cadence

  • Update tracker weekly (Fridays)
  • Escalate blockers to Robert → Surf → ELT if needed

Summary: Ticket Breakdown

TicketPriorityEstimateOwnerDue DateDependency
1. Research Shopify Data ModelHigh2 daysTBDJan 24None
2. Audit Bask Current StateHigh1.5 daysTBDJan 24None (can run parallel)
3. Create Gap AnalysisHigh2 daysRobertJan 27Ticket 1, 2
4. Define EdenOS Capability UnlocksHigh1 dayRobert + SurfJan 28Ticket 3
5. Sync with SurfHigh3 hoursRobertJan 29Ticket 1, 2, 3
6. Create ELT Story DeckMedium3 hoursRobertJan 30Ticket 3, 4, 5
7. Analytics Rebuild TrackerMedium2 hoursTBDJan 31None

Total Estimated Effort: ~7.5 days (across team)
Timeline: Jan 20 → Jan 31 (2 weeks)
Critical Path: Ticket 1, 2 → 3 → 4 → 5 → 6

How to Import to Linear

Option 1: Copy-Paste Each Ticket

  1. Copy each ticket section above
  2. Create new issue in Linear
  3. Paste title, description, acceptance criteria
  4. Add labels, priority, estimate
  5. Link dependencies

Option 2: Use Linear CSV Import

Create CSV with columns:

  • Title
  • Description
  • Priority
  • Labels
  • Estimate
  • Owner
  • Due Date
  • Parent (for linking to epic)

Option 3: Use Linear API

If you have many tickets, can script the creation using Linear’s API.

Labels to Create in Linear (if not already exist)

  • edenOS
  • infrastructure
  • data-model
  • Q1-2026
  • research
  • best-practices
  • gap-analysis
  • strategic
  • ELT
  • storytelling
  • analytics-rebuild

Created: January 20, 2026 Epic Owner: Robert Tseng For ELT Priority: Build Ecommerce Best Practices Data Model

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