Cutover
The 4-week migration plan
What CannAgent onboarding actually looks like — 12 milestones across 4 weeks, the same checklist Doug runs at Green Life Cannabis + Seattle Cannabis Co. No vendor jargon; no ‘your dedicated success manager will be in touch’ — just the work, in order.
Why this is published
Most POS vendors hide the cutover plan until you’ve signed. We publish ours because the operator deciding whether to switch deserves to know what week 3 looks like. The same 12 milestones below drive the in-app checklist on /admin/leads/[id] when a real customer transitions to the onboarding stage. Updating one updates the other; no drift.
Week 1 · Data + access
We pull your existing POS data, verify the row counts, and provision admin access for you + your lead staff. No surprises on day one of week two.
Data export requested from prior POS
Email the vendor for a CSV of products + customers + loyalty + transaction history.
Data export received + verified
Spot-check the row counts + confirm no PII leaked through unredacted columns.
Doug + lead staff have admin access
cannagent_admin cookie set on the operator’s laptop; password manager has the env-var bundle.
Week 2 · Config + dry run
Catalog imported, tax rules locked in, register hardware tested end-to-end. Sandbox dry-run with YOUR data — not a generic demo.
Catalog imported + tax rules verified
Per-state excise + sales/use + local-option rates locked in; cross-check against last week’s receipts.
Register hardware setup + tested
iPad + receipt printer + cash drawer + scanner on the LAN; one full cart cycle clears end-to-end.
Sandbox dry-run with operator-data
Operator’s actual catalog in a sandbox; lead staff rings 10 sample transactions; variance reviewed.
Week 3 · Training + parallel
Staff training session per shift. Parallel-shadow day where CannAgent runs alongside the old POS. Compliance dry-run for recall + sale-to-minor + surveillance.
Staff training session complete
60-minute on-site session per shift; budtender + lead + manager skin walks + WSLCB-coded-gate reminders.
Parallel-run day done (shadow mode)
One full open-to-close day on CannAgent in shadow alongside the old POS; reconciliation matches.
Compliance dry-run (audit log + recall + ID-scan)
Synthetic recall walk-through, sale-to-minor block test, surveillance-retention probe — all pass.
Week 4 · Cutover
End-of-day Monday cutover so Tuesday opens clean. Day-7 standup confirms the dust has settled. We’re still on daily check-ins for the full first week.
Cutover at end-of-day Monday
Final reconciliation on the old POS; new POS becomes the source-of-truth Tuesday open.
Tuesday open — no in-flight transactions
First customer at 9 a.m. clears on the new system; no fallback to the old register needed.
Day-7 post-cutover standup
Daily 10-min standup for 7 days complete; weekly cadence kicks in for next 3 weeks.
Read deeper
- /guides/pos-migration-playbook — the long-form deep-dive these 12 milestones come out of. Migration timing, the ‘why end-of-day Monday’ decision, what to tell staff during the parallel-shadow day.
- /pricing — what the 4-week cutover costs (the setup-fee line item) and how it scales with store count.
- /case-studies — operator-named accounts that completed the cutover (Green Life Wenatchee, Seattle Cannabis Co), with concrete before / after metrics.
Ready to talk through your cutover?
The demo call is where we map your specific data + staff roster + cutover-Tuesday window into the 12-milestone plan above. Fixed scope at the end of that call.
This page renders 12 milestones; same source as the in-app checklist. Updates ship via PR — every line reviewed before it lands.