Onboarding about 150 clients a year
vinSuite / Jonas Software, 2016–2026
8–14 implementations running at once, from kickoff through go-live and support
- The situation
- Newly acquired clients needed to move onto vinSuite's software and hardware without disrupting their daily sales, and every client had a different setup.
- What I did
- Ran each project end to end: requirements, configuration, SQL Server and POS installs, payment devices and hardware, data migration, training, and go-live. Tracked milestones and issues in Teamwork and Salesforce, and worked defects and enhancements through Jira with engineering.
- Result
- Built a repeatable onboarding process and a customer knowledge base that gave clients self-service answers and reduced reliance on direct support.