Preparation for Operations

The goal of Operations Implementation is to train your Power User to complete all daily, weekly, and monthly tasks necessary to maintain your R365 instance. Consider who from your organization will be the main point of contact for Ops Onboarding and the Ops Power User. R365 highly recommends having an Operations POC separate from the Accounting POC.

This article reviews some key ideas and topics related to the Operations Power User and their time with a R365 Operations Implementation Coach.

What does an Operations Power User mean?

An Operations Power User has the following qualities:

• Has intimate knowledge of items, recipes, current processes, and pain points.

• Has access to documents: Order Guides, Purchasing reports, Recipe books, and current Inventory Count Templates.

• Oversees all Locations that will be using the module and has unrestricted access to all.

• Has the bandwidth to meet and complete homework. Five hours a week is a good average during setup.

• Bought into the transfer to R365 as an Accounting and Inventory Management platform.

What to Expect

You can expect the following:

• 5 hours a week setting up R365.

• A weekly one hour call with an Ops Coach (a call will not always be needed at different stages of the training process).

• Train the Trainer approach, except for one session to train the Restaurant Managers on conducting Inventory in R365.

• All calls with your coach will be recorded and available to your team.

• Project Management tools that are customer-facing. After the project is complete, your team will continue to have access to train the rest of your team.

Topics to Discuss

Consider the following and be ready to discuss with your Coach:

• What are the main goals you have, and how will you measure a successful roll out of Operations?

  • Examples: Easier Inventory processes; better insight

• POS Button Presses

  • Uniformity across all stores

• Employee info in POS is up-to-date

  • Phone numbers and email addresses are accurate

  • Inactive Employees are set as 'Inactive'

  • Job Codes are correctly assigned and uniform across all Locations

  • Pay rates are verified

• Vendors – Getting rid of or adding any?

• POS Provider – Changing POS companies anytime soon?

Inventory Setup

Preparing and putting together the following will help before your first meeting with your Operations Coach:

• Order Guides

• Vendor

• Item Number (number of the item shown on invoices)

• Description of item

• Pack Size

• Inventory Templates

• Recipe Book

Timeline

Additional Resources

• Printable PDF Example of a Typical Implementation