R365 Implementations

Rolling out Restaurant365 is more than a system switch—it’s the launchpad for a smarter, faster back office. We handle every piece of the journey, from first-day setup through years of optimization, so your people work from a single source of truth and extract full value from the platform.

Platform Setup & Configuration

Before a single invoice lands in R365, we align the system to your exact organizational structure and approval flows. A rock-solid foundation today prevents a thousand rework tickets tomorrow.

Tasks we handle

• Initial R365 tenant creation and configuration (locations, chart of accounts, roles, workflows)
• Turn-key project management with timeline, milestones, and risk tracking

What this means for you
You launch on a platform purpose-built for restaurants—without trial-and-error. Approval queues, GL mappings, and user permissions mirror your policies from day one, eliminating coding mistakes and accelerating time to value.

Data Migration & Integration

Historical continuity is non-negotiable. We cleanse legacy data, import it into R365, and connect every external feed so information flows automatically—never through spreadsheets.

Tasks we handle

• End-to-end data migration (vendors, items, recipes, GL history, payroll balances)
• EDI setup for broadline & specialty distributors
• Payroll-software integrations—converters / GL imports

What this means for you
Year-over-year reporting stays intact, auditors have a seamless data trail, and managers never re-key an invoice or payroll file. Live EDI feeds drop invoices in pre-coded, while payroll imports keep labor costs perfectly synced with the P&L.

Go-Live & Optimization

Software only delivers ROI when people use it correctly. We pair role-based training with white-glove go-live support and post-launch tuning to lock in adoption and continuous improvement.

Tasks we handle

• User training (remote & on-site) tailored to finance, operations, and store teams
• Go-live weekend coordination with real-time troubleshooting
• Post-launch optimization sessions and KPI health checks

What this means for you
Managers enter counts, approve invoices, and read dashboards with confidence from day one. A smooth cut-over avoids business interruption, and ongoing tune-ups squeeze extra efficiency from the platform as your operation grows.

Ongoing Training & Support

True platform mastery comes from continuous learning and refinement. We deliver specialized workshops, database clean-ups, and custom analytics so your teams stay ahead of the curve long after implementation.

Tasks we handle

• Hourly or on-site training refreshers for any team or role
• Recipe builds and maintenance for accurate plate costing
• System clean-up work to eliminate data inconsistencies
• Menu development support tied to real-time cost analytics
• AVT (Actual vs. Theoretical) setup, tracking, and coaching
• Accounting-process refinements inside R365
• Custom financial and operational reporting
• Interactive executive & management dashboards
• Bespoke financial-package builds for lenders or investors

What this means for you
Store managers spot food-cost drift before margins slip; finance teams export lender-ready statements with a click; executives track KPIs on dashboards built around their goals. Meanwhile, scheduled clean-ups keep your database pristine so every report and forecast stays accurate.

Ready to stand up a finance and ops engine that scales with every new unit? Let’s map out an R365 Implementation and Training plan that gets you live fast, preserves data accuracy, and empowers your teams from the start—and every day thereafter.

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