Getting Started with Clarity

Founded in 2010, Clarity Vision Solutions is an eyewear manufacturer that has experienced tremendous growth. Their expanding online presence and need to streamline operations prompted their adoption of Liferay DXP for content management. Now, Clarity is ready to launch a full e-commerce solution for both their direct-to-consumer (B2C) and distributor (B2B) sales channels. Using Liferay Commerce, their goal is to create a seamless customer experience. This will involve leveraging Liferay's comprehensive suite of native features while also integrating with their existing enterprise systems.

As Clarity prepares for this launch, they face the challenge of managing diverse customer types and streamlining sales operations. Specifically, their network of existing B2B distributors requires a self-service portal where administrators can independently manage their team’s users and permissions. To support these distributors, Clarity's internal sales representatives need the ability to manage and modify data within distributor accounts. Additionally, their B2C channel demands automated onboarding to support thousands of individual retail shoppers. Finally, Clarity must synchronize customer data between Liferay and external systems, including an existing CRM and ERP.

To overcome these challenges, Clarity will leverage Liferay’s account and organization management features to securely model their customers, enforce access controls, and empower their sales ecosystem.

Critical Success Factors

Clarity has identified several critical success factors for managing its new B2B and B2C commerce operations effectively.

• Centralize Customer Data: Integrate Liferay with Clarity’s established CRM system, which serves as their system of record. This synchronization ensures existing B2B customer data powers personalized experiences and enables self-service. Additionally, B2C retail data captured in their Liferay storefront flows seamlessly back to their CRM.
• Ensure Strict Access Control: Define and enforce clear role-based access for a diverse customer base. The solution must differentiate between B2C shoppers and B2B account members, applying specific roles and permissions to ensure users only access relevant products, pricing, and administrative tools.
• Empower B2B Self-Service: Enable Clarity's B2B distributors to manage their own teams. Account administrators must be able to invite users and assign roles within their company’s accounts, reducing the administrative burden on Clarity's internal support staff.
• Streamline Sales Operations: Equip the internal sales force with the architecture needed to serve customers efficiently. The platform must support complex Sales Organizations and empower Sales Agents to seamlessly navigate assigned accounts, place orders, and manage data on behalf of clients.

Conclusion

Now that you’ve learned about Clarity and how Liferay can help them overcome their obstacles, you'll set up the Liferay environment you’ll use throughout this course.