Make the demo work for you
Bring your three hardest transactions and ask to see them live.
Explore Make the demo work for you →Explore practical insights for your next demo, transition, or launch. Each article starts with an operational question.
Bring your three hardest transactions and ask to see them live.
Explore Make the demo work for you →Use the transition as a chance to organize items and remove uncertainty.
Explore Clean data before a migration →Plan people and responsibilities as carefully as equipment.
Explore Prepare for the first week →Start with the sale you perform most often. Then show an exception: a modifier-heavy order, a split payment, a return, or a special pickup. Finally, ask to see the report or handoff that closes the process.
Record who completes each task, how many handoffs it requires, and which parts depend on an add-on. A familiar scenario is more useful than a polished demonstration of a feature you rarely use.
Compare the platforms →Before a migration, identify the source of truth for product names, variations, SKUs, prices, and quantities. Keep an untouched export, document your changes, and test a small representative sample.
Check a few difficult items as well as simple ones. Confirm totals and ask the staff who use the catalog to validate the result. Resolve duplicate or missing identifiers before importing the full file.
Explore migration planning →Assign a point person for questions, keep escalation contacts accessible, and practice daily open and close routines before launch. Include refunds and common exceptions in training.
Review the first day’s issues with your implementation contact, then agree on follow-up priorities. Clear ownership helps a team distinguish a training question from a configuration or hardware issue.
Explore training and support →