Why you can't just deploy a PIM system and be done with it

A step-by-step PIM implementation plan: data preparation, choosing an approach, integration, and launch without needless rework.

  • PIM systems in brief
  • Seven steps toward a proper PIM system implementation
  • 1. Define the problem the PIM implementation is meant to solve
  • 2. Design and agree on the information models

Seven stages to go through on the way from idea to implementation. 4.8.2023.

Reading time: 14 min

It may seem that implementing a PIM system is an extremely simple task, even if the company previously worked without one.

There are reference lists and flows - what else do you need?

Just do it, all that is left is to choose the "right" system! In fact, products are a fairly well-understood area of study.

The company constantly works with item master data - it is unlikely that there is any shortage of information here. XLS files are stored in Dropbox, and some information is kept in 1C and on the website.

All that remains is to combine the data and put it in one place. But that is a trap. Most likely, if you just "take it and implement it"

, within a couple of months you will have to completely rework the PIM system, because it turns out that the product card missed some nuance specific to the product category, a rare lifecycle scenario, or the attribute structure left out the requirements of half the departments involved in supporting that lifecycle. KT.Team has integrated PIM systems into the IT architecture of more than 25 companies in retail, manufacturing, agriculture, and even services.

Drawing on the experience we've gained, we developed our own internal PIM implementation procedure consisting of seven stages. In this article we'll share this procedure with you and explain which PIM implementation mistakes each of the described stages helps avoid.

PIM systems in brief

How many parameters does your product (or service) have?

According to some studies, a basic product description requires up to 200 parameters, and sometimes more:

  • dimensions
  • weight packaged and unpackaged
  • color
  • size (for example
  • clothing)
  • primary and secondary materials
  • production parameters
  • seasonality
  • power
  • features
  • configuration…

The full list is so long that it could safely be turned into a separate article.

Usually all this information is stored in separate places across the company.

Some data is in ERP, and some is in spreadsheets on desktop computers or in the cloud.

Product photos and certificates are in network storage.

Analytics data is in the BI system, seasonality is in the heads of the sales team... And when you need to bring existing information together, for example to start working with a new dealer in a new market, an entire department spends several days collecting, updating, and rechecking data. This is a real case from one of KT.Team's clients, but we believe many have faced a similar situation.

A PIM system, short for product information management system, is a master system for storing information about products and services. A PIM system can store text information, calculated parameters, media files, analytics data, attributes, regional and seasonal markers, prices, and more.

If you need to export all data to a new marketplace or hand it over to a dealer, the process takes only a few minutes instead of several days.

Another advantage of a PIM system is that it serves as a single source of product information.

No more frustrating situations where one dealer describes a vacuum cleaner body color as "dark gray," another as "gray," and a third as "black," leaving the buyer unsure whom to trust and shifting that frustration to the vacuum cleaner manufacturer. The PIM system distributes information across all sales channels: the dealer portal, marketplaces, retail locations, online stores, printed catalogs, and more.

You can define a single description structure and combination of fields for all channels or, conversely, configure a specific export model for each of them.

The PIM system can be used simultaneously by all departments of the company whose work is in some way tied to supporting the product lifecycle: production, procurement, sales, marketing, logistics, and so on.

Configurable roles and access levels (available in most PIM systems) let each department access only the portion of information that is relevant to it or falls within its area of responsibility. Finally, PIM systems provide a mechanism for controlling the quality and completeness of the published information.

If it's important to you that products appear in sales channels with at least three photos, the PIM system will not let product cards without photos go to publication.

Or another example: if a cabinet cannot weigh less than 15 kg, the PIM system will not validate cabinet cards with a weight of 3 kg.

But there is a nuance: a PIM system will not, by itself, become a silver bullet for all product data problems and tasks. To do that, it must be implemented properly.

Seven steps toward a proper PIM system implementation

Below are seven stages that help prepare and deliver a PIM implementation so the system works from the first version instead of requiring a complete rework after a few months.

1. Define the problem the PIM implementation is meant to solve

  1. As a rule, the main data problem is discovered long before a PIM implementation task ever appears.

  2. Data chaos, difficulty collecting information, fragmentation - this is how business stakeholders most often describe their problems at the start.

  3. With no prior experience working with PIM systems, you might settle for these initial inputs.

  4. But such a strategy is risky, first and foremost for the customer.

  5. Often only the department that is interested in implementing PIM contacts the integrator - usually the e-commerce team, the commercial department, or the sales department of a manufacturing company.

  6. However, product data is usually used by several departments at the same time. For example, at our client Askona, a trading and manufacturing company, these departments include procurement, production, warehousing, logistics, sales, e-commerce, marketing, and so on.

  7. A product's life cycle cannot be separated from the core business process.

  8. If a PIM implementation does not take into account the needs of all departments that use, create, or modify product information, the company will end up with a nonfunctional tool - the service model will be broken.

  9. Here an attentive reader will object: you could launch an MVP for one department and refine it later! For example, move only the website information into the PIM now, and add fields for marketplaces, logistics and production in later iterations.

  10. In practice, this strategy leads to staff going back to their familiar spreadsheets within a couple of months, while million-ruble budgets are wasted.

  11. Or each department launches its own PIM system "with all the trimmings and information models."

  12. , and instead of a single golden record, several unsynchronized and even contradictory ones appear again.

  13. Are you ready to spend millions for nothing to fundamentally change (or even get worse, adding more mess to the data)?

  14. So the first implementation step is to collect complaints and requests from all departments that interact in any way with product information.

  15. Clarifying the details will take the implementation team some time.

  16. You'll need to map out the enterprise's services, work out how the landscape should be reorganized, and agree the proposed changes with all interested departments.

  17. You can entrust this work to your team or go through the initial stage together with an integrator. In both cases, it is important to have specialists on the team with experience delivering similar implementations - they know which questions to ask to make a PIM implementation beneficial for your business.

2. Design and agree on the information models

So, in the first stage, the implementation team recorded the existing problems and expectations for the PIM system voiced by the company's various departments. The next step is to build a product card information model, or several information models, that takes all the stated interests into account.

At this stage of implementation it's important to drop the belief that "if we've always done it this way, we should carry our old practices over to PIM too."

You'll have to "reassemble" the work with product information by asking the right questions about what matters and is needed for each department.

Are there discrepancies between departments in how terms are understood?

Do all the departments involved understand the concepts in the same way?

If not, what is the difference and what should be taken into account

For example, one company we worked with stored wholesale and retail SKUs in one place.

At the same time, the procurement department and the retail department meant different things by "SKU." For procurement, identical SKUs could denote different colors of the same product, but the product itself had to be made at a single plant.

For retail, on the contrary, it didn't matter which factory produced the item, but the color was critically important.

On top of that, there were nuances around wholesale and retail packaging.

The company mentioned nothing of the sort before the implementation began, because this terminology gap was long-standing and taken for granted.

The conflicts surfaced only on a careful review of product data — that is, when we ran into data conflicts directly. In the end we had to rebuild the information models to account for the stance of both interested departments. Imagine if the PIM system had been implemented solely on retail's requests, even though procurement also planned to use it. Where would procurement have ended up?

What are the rules for relationships and constraints?

This issue is especially important for manufacturing companies, though trading businesses sometimes face it too.

Such relationships are often not captured explicitly because "everyone who needs to know already knows about them."

For example, if a cabinet door is longer than 170 cm, it is mounted on three hinges.

Or if the sofa frame is made of MDF, the color range is limited to five colors, and if it is made of wood, to seven.

There are also less obvious rules: instead of a list of attributes, there is a range with a value selection rule. For example, a product's length and width may fall within 80 to 260 cm in 1 cm increments, but if the width is under 120 cm, the length cannot exceed 160 cm.

Such rules and interdependencies can be ignored when configuring information models.

But in this case, PIM implementation turns into simply shuffling spreadsheets around.

from Excel to PIM, which does not solve any systemic problems: employees will continue filling out endless records, only now in a new system.

Which product data needs to be formalized in the product card?

Creating a digital copy of a product means formalizing a huge volume of information.

Let's look at a simple, ordinary product: a pillow.

This is how it looks on the marketplace

Seems simple enough? This is what a pillow information model looks like in a PIM system. And this is only half of the characteristics!

The information model captures all characteristics important for sales, marketing, production, logistics, and procurement. A pillow is not just "50 x 70 cm, filling - sheep wool."

A product card must answer hundreds of questions: -

What are the packaging specs: dimensions, material? -

What are the production specifics: stitching, cover fabric, zipper, number of cover and filler layers? -

Who is this pillow intended for?

For those who like to sleep on something soft or something firm?

Is it suitable for people with osteochondrosis? -

Does the pillow allow air to pass through?

(Yes, that is a characteristic too!) - Which channels sell the pillow: your own stores, marketplaces? Or is this model sold exclusively in the B2B segment, to hotels?

This information was always collected and stored, but before the PIM implementation it was kept in a decentralized way across several systems, Excel files, and handbooks.

To capture and gather all the important data into a single "golden record," you need to study every product category.

How are the non-core processes actually structured, and which attributes are tied to them?

The PIM system's client (the main department that initiated the implementation) doesn't always know how product information is handled in other departments, and so cannot provide reliable details about every nuance of that work. For example, one large company that received products from another enterprise within its holding claimed that all attributes were generated inside the holding and subject to management.

When we started analyzing the roles and information models, we suspected that this was simply impossible: the data was extremely fragmented, and maintaining it would require too much effort. After numerous discussions, we found out that two thirds of the attributes are loaded directly from supplier factories and are then not processed in any way within the holding company, meaning they do not need to be entered or changed - they only need to be imported.

Had we implemented the PIM relying only on the client's first comment, the product card's information model would have been more complex both in architecture and in operational properties.

There were also opposite cases, where the information models of some categories turned out to be suspiciously simple.

After a detailed review and clarification, it turned out there were in fact many "problem areas," but only one department had handled them through its own internal processes, while the other departments saw only the "simple model."

If such hidden processes are left unaddressed, the most overloaded departments won't get the expected effect from the PIM system.

Dissatisfaction with the new product will build up. In time, the request to "start over properly" will emerge.

- reimplement PIM, but this time so it works for everyone

It's important to understand that your team most likely doesn't know everything about the processes, and building a proper product information model will require asking hundreds more questions.

Assess where AI can deliver impact in your process

3. Identify what does not need elaboration

Based on the previous point, you can imagine the effort it takes to work out the information models, with all the negotiations, correspondence, clarifications and questions.

At least 40 hours. And what if there are 20 or 50 categories?...

Working out the information models alone will take a business analyst a year of working time. True, but…

At the start, you need to understand whether all categories are truly unique and require separate treatment - some product category information models may not be unique. For example, our client's catalog, a manufacturing company, has 53 product categories.

But from the perspective of the information model, only 30 of them are unique, so the total analysis time was reduced by 920 hours (23 x 40)! Another of our clients, a wholesale supplier of electrical equipment, has eight categories in its active catalog: "Cables and Wires", "Electrical Equipment", "Lighting Equipment", "Cable Support Systems", "Installation Materials", "Electrical Switchboard Equipment", "Structured Cabling Systems and Telecom", and "Tools and Protective Equipment".

You'd think eight product information models would need to be developed…

But studying the product information structure showed that, in fact, just two universal models suffice: one for cables and one for the rest of the electrical products.

This made it possible to cut development time during the PIM implementation and to reduce post-implementation labor costs by about 20%.

4. Define roles and access levels for product cards

In the previous sections we repeatedly noted that working with product information is often not confined to a single department but spread across several. Each department contributes its own share of information, and within departments there are also different roles. For example, Timothy (any resemblance is coincidental) receives an Excel file from the procurement department and, in a way known only to him, transfers the information from it into, say, the ERP, while suppliers enter part of the information themselves.

The existing implicit division of roles needs to be digitized by configuring access levels for different roles: what category managers, curators, suppliers, and marketers can change, who will approve changes, which triggers will fire... And that brings us to the next point: digitizing the business processes for working with product information.

5. Describe the lifecycle of product information as a business process

It may seem that the business process is relatively clear - the company has been dealing with the product for years and knows which statuses it can have.

But often the real business process isn't documented, its fragments "live in people's heads" across several departments, and what passes for the business process is a heavily truncated flow with three or four statuses.

However strong the temptation, settling on such a scheme won't work.

After overlaying the role model, conditions, attributes, and unique cases, the diagram usually takes the following shape.

Here the reader may object that business processes built in such detail only increase the overall PIM implementation time, and therefore aren't necessary to build.

In effect, this is nothing more than digitizing the existing state of affairs. Yes and no.

If you do not have clearly structured processes with clearly defined statuses, responsible employees, inputs, and outputs, it can be difficult to understand whether everything is going normally, whether something needs to change, and exactly how to change it.

Properly designed processes make changes faster and easier because they are easy to read, fully reflect the business domain, and are built so atomically that they can be transformed without difficulty. In PIM implementation, this level of process detail helps avoid the need to reimplement the system, since its first version will already be aligned with the company's real needs.

6. Decide how PIM will be integrated with other systems

  1. Another trap you can fall into in the early stages is poorly planned integrations. "We already have an API, there will be no export nuances, there are no duplicates, and all flows are clear."

  2. But in practice, as you know, something often works differently than expected, forcing you to seek workarounds: building a mapping between the information source (for example, a supplier portal) and the PIM system, linking attributes for correct loading, configuring exports so they don't duplicate, and so on.

  3. For our part, we recommend building integrations not in a point-to-point model, but through an ESB layer: this approach removes non-native functions from the end systems, including PIM, reduces the amount of code, and makes integrations more manageable.

  4. You can read more about ESB systems in this article.

  5. It is usually not difficult to understand existing data flows; what is harder is identifying accumulated issues in point-to-point integrations.

  6. But in any case, this work also takes time.

Elaborate, configure, agree, rebuild… fully rework?

"Wait," you may say, "what do you mean by rework? So even if you go through all six previous stages, you still have to make changes to the PIM system?" Based on our experience, yes, you will. In some places the changes will be minor; in others, a large block of information will need to be reconsidered. Pre-project analysis helps bring you closer to the best possible PIM setup at the time of implementation and avoid building a project that is doomed to fail. But the IT landscape cannot, and should not, stand still forever.

Your company evolves like a living organism: business processes, interaction models, and the business as a whole change. And since the IT landscape and each IT service should always reflect the business, they will inevitably have to change too.

And there is an important point here: you cannot just hope to "collect minor fixes and come back to the integrator in a year."

As soon as the system stops supporting current processes through its own functions, your employees will once again get used to solving their tasks outside the PIM - using Excel, 1C, Google Sheets... And by the time you return to the integrator, the PIM will already have become an unused burden.

So a tactic of accumulating and postponing will only lead to the need to re-implement the PIM system instead of the minor refinements you'd planned.

There is a huge gap in business value between a system that is built once and cannot change, and a system that is continuously modified and flexibly adapts to current business needs. That gap is called lean thinking and continuous improvement, as well as Agile and digital transformation.

If you do not think about it, then there is no point in implementing PIM - Excel would be better.

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