Talk To The r5i.io Team
Discuss migration, integration requirements, and rollout planning.
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Most Common Engagement Requests
Sessions are structured around delivery scenarios from the r5i.io docs so recommendations are execution-ready.
Platform Suite Rollout
Plan phased rollout for invoicing, subscriptions, CRM, and reporting in one coordinated program.
Commerce & Ordering Expansion
Scope multi-channel commerce, restaurant ordering flows, and fulfillment dependencies across channels.
Integration Program
Design API and webhook integrations across payment gateways, accounting systems, and delivery providers.
Retention & Lifecycle Automation
Define subscription lifecycle, loyalty, and churn-reduction workflows tied to measurable outcomes.
Integration Priorities We Scope Early
We align module rollout with your ecosystem to prevent rework in billing, order routing, and reporting.
Payments
Commerce
Accounting
Delivery
What Happens After The First Session
Recommendations are translated into an implementation plan with onboarding and measurable success checkpoints.
Session Scope & Architecture Draft
We translate your priorities into a proposed module and integration architecture with phased scope boundaries.
Onboarding & Configuration Plan
You receive a setup and onboarding sequence covering configuration, data migration, and integration checkpoints.
Team Enablement
Role-based onboarding and working sessions ensure operations teams can run workflows immediately after launch.
Success Reviews
Post-launch reviews focus on adoption, performance metrics, and optimization priorities for the next phase.
Session Outcome Preview
Most sessions end with a concrete module map, integration blueprint, and phased launch outline.
Module Fit Map
Recommended module sequence based on your current systems and immediate constraints.
Integration Blueprint
A concrete integration approach covering payment, accounting, commerce, and fulfillment dependencies.
Launch Plan
Phased rollout milestones with scope boundaries, risks, and ownership for each phase.
What To Bring Into The First Session
Arrive with this context and we can map modules, integrations, and rollout phases in one working session.
Implementation Phases
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Discovery & Fit Mapping
Align business goals, workflow constraints, and module priorities before rollout.
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Configuration & Integration
Configure core modules and connect payment, accounting, commerce, and delivery systems.
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Go-Live & Enablement
Transition teams to production workflows with guided onboarding and measurable rollout targets.
Discovery Checklist
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Current Systems
List current commerce, CRM, billing, and reporting tools and where handoffs break down.
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Operational Bottlenecks
Highlight workflow constraints that impact conversion, fulfillment speed, billing accuracy, or retention.
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Integration Priorities
Identify required systems such as Stripe, PayPal, QuickBooks, Shopify, and delivery providers.
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Timeline & Stakeholders
Share rollout deadlines, team owners, and approval boundaries so implementation sequencing is realistic.