What Happens During Implementation? (Onboarding Process)

Getting WiseFins live at your property follows a clear, structured process. Timeline typically ranges from 10 days to 6 weeks, largely depending on how quickly your team can complete documentation and support the integration steps.

1. Agreement Signature
Once your agreement is signed, implementation begins.

2. Pre-Implementation Documentation
Your team fills out two pre-implementation documents:

• Hotel Information: property details, revenue centers, project stakeholders (Project Champion, Executive Office, F&B, IT, Culinary, Purchasing, Finance), user list, table configurations, and budget data.
• IT Information: details on your POS, Purchasing, and Reservation systems, along with supporting exports (product master list, recipe details, POS validation report, receiving reports).

This information allows our team to configure WiseFins correctly for your property from day one. The faster this is completed, the faster implementation moves.

3. System Integration
Once your signed agreement and completed documentation are received, we begin connecting your systems in sequence:

1. POS first, giving us your core transaction and revenue data.
2. Purchasing system next, adding cost and inventory data.
3. Reservation system last, adding booking and covers data.

4. Monitoring Period
After integrations are live, we monitor the data for one week to confirm everything is flowing correctly and accurately before opening things up to your team.

5. Rollout & User Access
Once monitoring confirms everything checks out, user access is granted and your team can start using WiseFins.