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The Retail Express Onboarding Process

Our unique expert-guided approach to ensuring your new software project success.

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Dedicated Onboarding Specialist
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Step-by-step Onboarding Console
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Data Concierge & Training Webinars
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Accounting/Ecommerce Integration
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We work with you at your pace at times that suit you

Onboarding Roadmap

1. Getting started

  • Project Handover
  • Project Overview
  • Onboarding Console
  • Go Live dependencies
  • Deployment of database
  • Setting the foundations for success
  • Implementation team introductions

2. Setup & Planning

Training

  • Webinars
  • Knowledge base
  • Role-based training
  • Training services

Data Concierge

  • Data review meetings
  • Field mapping
  • Cleansing 
  • Pre go-live updates 

Hardware

  • Audit
  • Integrated payments
  • Receipt printer
  • Label printer
  • Offline POS 

Accounting

  • NetSuite
  • MYOB
  • XERO

Omni-channel

  • Endless aisle
  • Live stock in store
  • Click & collect
    Marketplaces
  • Cross-channel vouchers
  • Ship from store
  • Special orders
  • Leverage all store stock online
  • Single customer view
  • Automated store replenishment

Integrations

  • EDI
  • 3PL
  • Partners
  • Custom
  • RFID 

3. Pre-Launch

  • Integrations
  • Data updates
  • Back-office configuration
  • Stockake
  • Team training

4. Go Live

  • Handover & introduction to support
  • Post go live meeting
  • Account management

5. Ongoing Support

  • Australian-based
  • Knowledge base, video training library
  • 7-day support
  • Account management
  • Unlimited email and phone support 

Data Services

Let us do the heavy lifting for you! Our Data Concierge service will help you take your existing data and import it into Retail Express so you can go live faster. We’ll help to prepare Products, Customers and Suppliers.

Training

Includes Training Webinars, plus an extensive library of training videos, role-based training planner and a test site.

Hardware

We’ll guide you through integrating your hardware with Retail Express, including our Offline POS feature (great for unexpected outages).

Support

Once you go live, our world-class support team is readily available by phone and email to assist you, along with a comprehensive self-service Knowledge Base.

Additional Resources