Case Study

POS selection + implementation for a multi-location retailer

A structured evaluation to select the right POS — followed by a practical implementation plan,
integrations, and a smooth cutover.

Retail / POS
Vendor selection
Implementation
Integrations

The challenge

The business needed a modern POS that could support multi-location operations, reliable payments,
accurate inventory, and reporting. They had outgrown their current workflow and wanted to avoid a
disruptive rollout or a platform that would require constant custom work.

The approach

We ran a structured selection process, then executed implementation with a clear cutover plan:

  • Requirements & priorities: documented must-haves, nice-to-haves, and constraints.
  • Vendor short-list: evaluated fit across operations, payments, reporting, and integrations.
  • Scoring + decision support: demo scripts, weighted scoring, and total-cost view.
  • Implementation plan: phased rollout, store readiness checklist, training plan.
  • Data + integrations: products, customers, taxes, payment flows, and downstream reporting.
  • Cutover + hypercare: go-live runbook, monitoring, and rapid issue triage.

Results

  • Clear vendor decision backed by documented criteria and business priorities.
  • Smoother rollout through phased deployment and store-by-store readiness.
  • Reduced operational risk with runbooks, training, and post-launch hypercare.

Need help selecting or rolling out a POS?

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At a glance
  • Client: Multi-location retailer (name withheld)
  • Focus: POS selection + implementation
  • Workstreams: Requirements, vendor eval, rollout, integrations
  • Deliverables: Scoring model, decision memo, runbooks, cutover plan
Key themes
  • Structured evaluation (not gut feel)
  • Operational readiness + training
  • Phased rollout to reduce risk
  • Integrations + reporting continuity