SYSTEM TRANSFORMATION • COMMERCE SYSTEMS • HOSPITALITY OPERATIONS

Commerce Systems Modernization for Multi-Unit Hospitality

Led a full commerce systems modernization for a multi-location hospitality food & beverage operation, transitioning from InfoGenesis (IG) to Square POS. The rollout included pilot testing, deployment in high-volume event environments, operational readiness planning, and structured post-launch support to standardize commerce systems across 20 outlets.


Alongside this work, we transitioned our inventory system to Yellow Dog with a similar scope and deployment model. This case study focuses on the POS rollout.

Outlets 20 outlets
Managers ~40 managers & chefs
Staff trained 600+ staff
Duration 12 months
Overview

Project Overview

Context

Legacy systems created operational friction

A multi-location hospitality food & beverage operation relied on InfoGenesis (IG) as its legacy POS platform. Over time, system limitations created operational friction across restaurants, bars, and seasonal venues.

Workflows varied between locations, reporting was inconsistent, and outlet teams lacked a modern system to support high-volume service and large-scale events.

I led the transition to Square POS, coordinating rollout strategy, operational readiness, vendor collaboration, and training to support adoption across 20 outlets.

Impact

Transformation at scale

20 outlets transitioned onto a modern POS platform
~40 managers and chefs directly involved in rollout
600+ staff trained across pilots, event operations, and outlet go-lives
Hardware, menu configuration, wifi coordination, and support workflows aligned
Rollout completed over a 12-month implementation window
The Challenge

Why this was difficult

01

Seasonal timing

System transitions could not happen during peak operational periods, so rollout timing had to align with slower windows while still supporting major upcoming events and menu changes.

02

Operational inconsistency

Many procedures were undocumented or handled differently between outlets, which made it difficult to define clean standard workflows for the new system.

03

Change resistance

Staff were used to working a certain way. Adoption required not just training, but also cultural change, stronger support, and tighter operational follow-through after go-live.

My Role

What I owned

End-to-end ownership

Project lead across planning, rollout, and support

Owned the implementation process end to end, from early planning and vendor coordination through hardware procurement, configuration, rollout sequencing, training, and post-launch support.

Vendor coordination Weekly meetings with Square and rollout partners to drive implementation forward
Operational design Worked with leadership, culinary teams, finance, IT, and purchasing to define requirements
Hardware & setup Owned device procurement, installation planning, kitchen displays, and outlet readiness
Training Trained managers, frontline teams, seasonal event staff, and created guides for IT
Support model Built the centralized issue intake and post-launch triage process for managers
Go-live decisions Made rollout calls based on actual readiness, not just timeline pressure
Rollout Strategy

How the rollout was structured

The rollout moved from smaller proof-of-concept pilots to a high-volume event deployment, then expanded across the rest of the resort before finishing with Snowbird’s fine-dining outlet.

Step 1

Pilot validation

Three pilot outlets were used to validate menu configuration, checkout flows, hardware setup, and real-world service operations before broader rollout.

Step 2

Large-Scale Event Deployment

After the pilot proved stable, the system was deployed during a major seasonal festival. The event served as the first full-scale operational rollout and stress test for the new POS platform.

Step 3

Resort-wide rollout

Following the successful event deployment, the platform was rolled out across the remaining food and beverage outlets, standardizing systems across the operation.

Final

Complex Venue Go-Live

The final outlet to transition was a high-complexity fine dining venue, completing the full migration to Square POS.

High-Volume Deployment

Oktoberfest as the first major stress test

LIVE ENVIRONMENT VALIDATION

Large-scale live environment

Oktoberfest served as the first large-scale operational validation of the new POS platform. By this stage, pilot outlets had confirmed system stability, and the event provided a real-world test of performance under sustained high-volume service conditions.

10-week event across 21 weekend operating days
200+ seasonal staff hired specifically for the event
50+ devices configured and deployed
Peak throughput approaching 100 transactions per minute
Reliable performance on a fully wireless network under peak load
Oktoberfest hardware and device setup
Operational Readiness

How cross-functional alignment worked

Meeting cadence

Weekly coordination structure

Square project meetings Weekly meetings with the broader product / implementation team
Network meetings Separate weekly meetings with IT to ensure network readiness and performance
Vendor meetings Weekly coordination to keep rollout tasks and timelines aligned
Manager meetings Weekly rollout meetings with outlet leaders to track readiness and adoption
Operational dependencies

What had to be ready

Menu builds Configuration had to align with real menu structure and service operations
Device setup Registers, handhelds, printers, and kitchen displays needed to be configured by outlet
Network performance The goal was not just connectivity, but reliable performance under real service conditions
Outlet readiness Go-live decisions were made based on whether operations were truly ready
Training

Adoption across teams

Step 1

Managers

All food and beverage managers were trained first on system use, rollout expectations, and outlet readiness.

Step 2

Frontline staff

Frontline teams were trained on live POS workflows across restaurants, bars, and quick service locations.

Step 3

Seasonal event hires

Large seasonal groups, including Oktoberfest staff, received fast onboarding and support to operate in live service.

Step 4

Internal support teams

IT and internal support teams received guides so they could better understand the system and support issues after launch.

Post-Launch Support

Centralized ticketing and triage

Support model

Operational issue intake

To make support easier after rollout, I created a centralized email address that managers used to submit tickets. The admin team shared access to the inbox and could help review, triage, and route issues faster.

Single intake point for manager support requests
Shared inbox monitored by the admin team
Feedback loop from reported issues into fixes and documentation
Field triage process supported faster resolution
Application support SOP for triage
Outcomes

What improved

20

Outlets transitioned onto a more modern and standardized commerce platform

600+

Staff trained across managers, frontline teams, and seasonal event hires

50+

Devices configured for Oktoberfest alone

100/min

Peak transaction volume supported during one of Snowbird’s largest event environments

Operational Impact

Before vs after

Before

Legacy systems and fragmented workflows

Operations teams worked across inconsistent processes that were harder to support and scale.

Workflows varied between outlets
Reporting was inconsistent
Operational procedures were often undocumented
Support was less centralized
Older systems created operational friction
After

Modernized systems with clearer support

The department had a more scalable platform that was easier to operate, train, and support.

Standardized POS workflows across outlets
Faster checkout during service
Centralized ticket intake for managers
Improved visibility into sales and operations
Reduced operational friction across venues
Key Takeaway

What this project reinforced

Large operational system implementations succeed when technology is aligned with real workflows and supported by structured rollout planning. Pilots, event-scale deployment, training, and strong post-launch support made the transition durable rather than temporary.

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