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      Vori Onboarding Guide

      This article offers an overview of Vori's onboarding approach to ensure a smooth transition, equipping your team with the tools and knowledge needed for success.

      The Customer Journey


      Your onboarding journey is designed to facilitate a seamless implementation of Vori in your store(s). Throughout this process, your primary point of contact will be your Onboarding Manager. They will coordinate with various Vori specialists to guide you through key milestones, action items, and data requirements, ensuring a successful launch.

      Onboarding Overview

      The onboarding process is structured into the following phases:

      1. Kickoff Call

      2. Site Readiness Audit

      3. Account Set-Up & Data Migration

      4. Back-Office Training

      5. Hardware Installation

      6. Launch Day & Staff Training

      7. Additional Training (Based on Modules Purchased)

      The full implementation process typically takes 4-6 weeks, depending on the timely completion of required tasks. Many activities can be worked on simultaneously to ensure efficiency.

      Phase 1: Kickoff Call

      Goal: Establish the foundation for a successful implementation by confirming key store details, expectations, and next steps.

      Who’s Involved: Vori Onboarding Manager + Customer Primary Onboarding Contact

      Time in Process: Day 1 of Onboarding

      Duration: 1 Hour

      Key Kickoff Call Items

      • Confirm store information (e.g., payment methods, store hours, key employees)

      • Review hardware and software modules

      • Schedule site audit

      • Review additional data needs (e.g., payment providers, shelf tag printing, accounting software, eCommerce solutions, etc.)

      • Define overall onboarding timeline

      • Confirm action items and deliverables

      • Finalize VoriOS Merchant Processing Setup (if not yet completed)

      Phase 2: Site Readiness Audit

      Goal: Ensure your store meets the technical requirements necessary for Vori installation. Your Vori technician will verify installation readiness, cabling, internet speeds, and power sources.

      Who’s Involved: Vori Installation Tech + Customer Primary Onboarding Contact + IT/Technical Lead

      Time in Process: Week 1 of Onboarding

      Duration: 1-2 Hours (Remote or Onsite, determined in Kickoff Call)

      Key Activities

      • Confirm required hardware setup (lane furniture, internet, power, cabling)

      • Review site readiness requirements

      • Provide recommendations for necessary modifications

      • Electronic Shelf Labels (ESL): Align on install scope, audit for line runs, compile tag counts and fixture types for an ESL quote

      Site Requirements

      • Internet: Minimum 25 Mbps upload & download speeds

      • Network: Open port for Vori on the internet modem

      • WiFi: Operational WiFi for administrative tasks

      • Cabling: All cabling completed and terminated at each lane and access point

      • Furniture: Lane furniture installed with scanner/scale cutouts completed to spec

      • Power: Dedicated power available at each lane

      Recommendation: Hire a certified low-voltage technician for network cables and a certified electrician for power installations if needed.

      Phase 3: Account Set-Up & Data Migration

      Goal: Migrate essential store data to Vori and ensure seamless functionality.

      Who’s Involved: Vori Solutions Engineer, Onboarding Manager + Customer Primary Onboarding Contact

      Time in Process: Weeks 1-3 of Onboarding

      Duration: Varies based on store requirements

      Key Activities

      • Retrieve Approved Product List (APL) from your current system, including key product attributes (PLU, cost, price, vendor details, etc.)

      • Review vendor information for catalog setup, promotional pricing, and invoice processing

      • Verify data integrity and accuracy

      • Provision your account in the back office

      • Review Vori Onboarding Data Requirements

      Phase 4: Back-Office Training

      Goal: Train store leadership on using Vori’s back-office features effectively.

      Who’s Involved: Vori Trainer + Customer Primary Onboarding Contact + Store Managers

      Time in Process: 1 Week Ahead of Launch

      Duration: 2 Hours

      Key Activities

      • Introduction to Vori’s interface and features

      • Learn product/department management, pricing, and department inheritance

      • Explore Vori’s reporting suite (sales overview, tills, end-of-day reports, etc.)

      • Review and correct any data migration inaccuracies

      • Ensure Vori is set up to meet operational needs

      Phase 5: Hardware Installation

      Goal: Install and configure all necessary hardware components.

      Who’s Involved: Vori Installation Team + Customer IT/Technical Lead

      Time in Process: Day before and/or day of launch

      Duration: Varies Based on Store Setup

      Key Activities

      • Install POS hardware at each lane (cashier display, shopper display/payment terminal, scanner/scale, hand scanner, receipt printer, cash drawer)

      • Install wireless access points (if using Electronic Shelf Labels)

      • Install ESL mounts and tags (either self-installation or Vori installation)

      • Set up any additional hardware (Vori mobile device, document scanner, payment terminals, etc.)

      • Test all hardware and troubleshoot technical issues

      Phase 6: Launch Day & Staff Training

      Goal: Ensure a smooth transition to Vori, making sure all staff members are confident using the system. We understand this can be a nerve-wracking step, but we’re here to support you. Our training team will be onsite to answer questions, provide hands-on training, assist with configuration, and troubleshoot any issues as needed.

      Who’s Involved: Vori Onboarding Manager + Trainers + Store Staff

      Time in Process: Launch Day

      Duration: Full-Day Support

      Key Activities

      • Hands-on training for store staff

      • Train-the-Trainer: Prepare front-end management to teach additional cashiers and staff

      • Live support for initial transactions

      Phase 7: Additional Training (Based on Modules Purchased)

      Goal: Provide additional training for advanced features and optional modules.

      Who’s Involved: Vori Trainer + Customer Primary Onboarding Contact + Store Staff

      Time in Process: Varies depending on module (pre or post launch)

      Duration: Varies Based on Need

      Modules Requiring Additional Activation & Training

      • Smart Pricing (Invoice processing for cost changes)

      • Customer Engagement Suite (Marketing, Loyalty, SMS Campaigns)

      • Electronic Shelf Labels

      • Ordering / Inventory / Receiving App

      Post-Install Ongoing Support

      After implementation, Vori continues to support your team through:

      • AI Chat: Get quick responses via our AI chat system

      • Knowledge Base & Resources: Access self-service guides and video tutorials

      • Dedicated Customer Support: Available for troubleshooting and inquiries

      By following this structured onboarding process, your store will be fully equipped to maximize the benefits of Vori and operate seamlessly from day one.

       

      🎉 Congratulations on going live with Vori! 🎉