POS Switching Checklist: What to Do Before You Change Systems
Operators don’t need more buzzwords—they need fewer surprises, clearer numbers, and smoother shifts.
What’s really going on
- Switching is less risky when it’s structured.
- Most failures come from poor training and unclear ownership.
- A checklist reduces surprises.
Common mistakes
- Not exporting data early.
- No training plan for managers and staff.
- Going live on your busiest day.
What a better approach looks like
- Export menu/items/customers.
- Confirm hardware and networking plan.
- Schedule training before go-live.
- Run a supported go-live window.
Bottom line
The goal isn’t more software—it’s clearer visibility and fewer surprises.
Soft CTA: If you’re evaluating systems, prioritize visibility across POS + inventory + labor + reporting. The faster you can spot issues, the easier they are to fix.