Define data ownership, access, authentication, segregation, privacy, payment security, retention, backups, logs, and third-party support rights.
U.S.-based · Global reach
POS Optimization
The POS sits at the center of sales, pricing, menu configuration, cash, discounts, labor, reporting, and integrations. Cole reviews architecture, permissions, buttons, modifiers, revenue centers, tenders, exception reporting, training, and close procedures. We remove configuration gaps that slow service, distort reporting, or create opportunities for error and loss.
How we help
Senior expertise.
Practical execution.
We combine transaction analysis with direct observation of ordering, production, payment, close, and manager review. Configuration changes are documented and tested before release, permissions reflect actual roles, and exception reports are paired with a clear management routine so the system becomes a control tool rather than merely a register.
Audit menu hierarchy, revenue centers, taxes, service charges, prices, modifiers, combos, coursing, routing, tenders, discounts, and reporting.
Align role permissions, manager overrides, refunds, voids, comps, no-sales, drawer access, deposits, gift cards, and offline procedures.
Test order entry, kitchen display or printing, payment, online ordering, loyalty, delivery, inventory, payroll, and accounting integrations.
Protect PCI responsibilities, user identity, passwords, device security, network separation, customer data, retention, and vendor access.
Document configuration, change approval, testing, release, rollback, outage, business-continuity, and support-escalation procedures.
Train teams by role and establish daily closes, tender reconciliations, exception review, access review, and data-quality monitoring.
Details that protect the work
What clients cannot afford to discover too late.
Requirements vary by jurisdiction and operating model. We identify the dependencies early, assign ownership, maintain the evidence, and coordinate licensed specialists wherever professional authority is required.
Review PCI responsibilities, employee and customer data, incident notification, acceptable use, vendor security, and contract exit provisions.
Test integrations, reconciliations, error handling, outages, offline operation, recovery, release approval, rollback, and business continuity.
Document human review, change control, permissions, periodic access reviews, training, incident response, and evidence retention.
When to bring us in
Before a decision.
During a transition.
When performance slips.
Build or launch
Get the structure, economics, people, systems, and controls right before opening or expansion.
Fix or stabilize
Step into an urgent gap, stop leakage, restore accountability, and protect the business.
Improve or grow
Strengthen the operating platform before scaling, transacting, refinancing, or adding leadership.
Flexible engagement
Focused project
A defined issue, deliverable, timeline, and implementation plan.
Fractional leadership
Hands-on senior ownership without adding a permanent full-time executive.
Ongoing advisory
Regular operating review, decision support, accountability, and governance.
Step in where it matters