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
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?
We can run the evaluation and stay through implementation so the rollout actually sticks.
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