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:
Kickoff Call
Site Readiness Audit
Account Set-Up & Data Migration
Back-Office Training
Hardware Installation
Launch Day & Staff Training
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
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
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! 🎉