Onboarding that gets you live.
Guided setup flows for new staff, new venues, new modules. A named onboarding lead walks you through the audit, the data migration, the integrations, and the first 30 days. Most pilots are running their first workflow in week one.
SaaS onboarding-by-self-serve-PDF.
Months stuck in setup
Procurement deal in March, first real workflow in October. By then, sponsor moved jobs.
Data migration nobody owns
“Send us your recipes in this template.” You don’t. Project stalls.
Help-centre articles, not humans
1500 articles. You need answer 7. Search returns 12 outdated posts.
Four phases. About 4–6 weeks for a single venue.
Audit (week 1–2)
Discovery call. Suppliers + recipes + integrations mapped. Audit report with rollout options + proposal.
Data migration (week 2–3)
Catalogues, recipes, stock lists, supplier contacts, staff. We do the heavy lifting.
First go-live (week 3–4)
Procurement + IntelliFlow first. Quick wins on day one; trust builds; team buys in.
Full rollout (week 4–6)
POS, recipes, compliance, HR layered in. Final training. CSM handover.
Six things the onboarding includes.
Named onboarding lead
One human, your number, on WhatsApp for the duration.
Live workshops
Module-by-module, role-based, recorded. New staff watch the on-demand cuts later.
Data migration help
CSV imports + catalogue mapping + recipe digitisation done by us.
Integration setup
Accounting / PMS / supplier feeds wired up by our team.
Go-live week support
On-site or remote backup during the first 3 days of live trading.
30-day check-in
What’s working, what’s sticky, what to optimise next.
Phased, not big-bang.
Pilot venue first
Prove the config in one venue (~4 weeks). Resolve edge cases.
Template the config
Group standards (recipes, suppliers, brand pricing) locked. Per-venue overrides defined.
Wave 1 (3–5 venues)
~2 weeks each, parallelised. Group reporting goes live.
Wave 2–N
Rest of group; cadence set by your IT + ops capacity.
Onboarding is included — level scales with tier.
Common questions.
Do we have to migrate everything on day one?
Who owns the rollout from your side?
What if our team isn’t tech-savvy?
Group rollout — do you do on-site?
What if we want to slow down?
Onboarding that respects your team.
Free workspace, 14 days, audit at the end.