
What is an audit?
The goal of the audit is to identify the current state of a website: a thorough review. A certified architect-level developer completes the technical pieces of an audit. A business analyst should explore customer-experience-related areas.
Our audits take many hours to complete—sometimes over 100. There are a few shortcuts to make an audit faster.

This depends on the level of audit. The more that is reviewed, the more access is needed.
- Server access via SSH. We need to review database records and configuration. We will also investigate the structure of the deployment and web server. This is a critical step for verifying the security of your website.
- Code access. We request access to your version control system (GitHub or GitLab). If this is not possible, we can look at the code on the server. Version control gives insight as to who changed what and when.
- The admin area. We can get this for ourselves once we have SSH access. However, this is included in the list for full disclosure.
- Google Analytics. This helps determine revenue trends. When paired with a conversion rate audit, we use this to identify points in time. We also use this to diagnose technical issues that affect specific browsers.
- New Relic. If you are using New Relic (as we do with all of our customers), we will have visibility into performance problems with a glance. This provides insight into slowness on the website—poor performance leads to customer frustration which hurts the conversion rate.
- Other tools like Full Story, Algolia, etc. These tools provide additional clarity to how the website is operating.
We usually bring plenty of our findings regarding your website—but it is pretty helpful to hear specific complaints. We research these issues and formulate a game plan for their resolution.

What options are available?
We split our audits into three categories:
- Core: a review of the 3rd-party modules, customizations, security posture, and hosting environment.
- Performance: a review of the bottlenecks that affect system stability and conversion rate.
- Customer experience: a review of how customers approach and interact with the checkout process. This entails conversion rate optimization, purchase journey details, and more.
Each of these categories are split further. From here, we get more technical. Note that while we describe the audit process in as much detail as possible, this does not substitute for having an architect perform the review.

Problems that affect upgradeability
If one problem was king over all difficulties, it’s the strong preference. The preference is powerful and capable. It can change any functionality and fix any bug. In the short term, preferences are fantastic.
In the long run, they are upgrade killers.
So what is a preference? A preference is pointing to Magento to use a different class instead of a core class. This almost always entails copying significant amounts of code. When Magento is upgraded, there is a reasonable chance the original class has been changed. Thus, a preference uses old code instead of new code. You can imagine how this creates significance for strange bugs.
We, at SwiftOtter, have used preferences for this situation, but they are our last resort. Instead, we use Composer patches. When we use a preference, they are small and well-documented.
Preferences are incredibly time-consuming to clean up in preparation for an upgrade. We have to pay special attention to this to ensure you get as accurate of an estimate as possible.

(Almost) every Adobe Commerce release fixes critical issues. While you don’t have to upgrade from Adobe Commerce 2.3 to 2.4 the day it’s released, it’s essential to follow the lifecycle policy (Adobe Commerce 2.3 is no longer supported on September 8, 2022).
Security goes beyond the version of Magento. The modules and customizations must also be secure. This is another reason why manual code review is so important. We have found plenty of vulnerabilities in these reviews.

Conversely, the Backend is what provides data to the front. If a page takes a long time to load, there is a good chance that the backend has poorly-performing processes.
We have seen even simple mistakes cause a catastrophic loss of speed. We use tools like New Relic to understand where the problems are.
There is no “one size fits all” solution for these problems. We provide an essential roadmap and an estimate for the fix.
If we don’t have access to New Relic, our starting point is anecdotal observations through the customer journey.

Customer experience: Conversion Rate Optimization
The conversion rate is the ratio of visitors to orders. The higher the ratio, the better. There is no “set” conversion rate, but 5-7% is outstanding. We have seen it closer to 0.5% for some content-heavy websites.
This phase is started in Google Analytics. We spend significant time piecing together segments to get unique vantage points on the website. We review year over year and different date ranges to identify seasonality.
We look for trends in customer acquisition and how the conversion rate is affected. We find drop-off locations.
Then, we take this data to the website and identify the conversion rate killers.