Your BakeSmart Implementation Process

We've onboarded hundreds of bakeries. Here's exactly how we get you up and running.

1

Discovery & Planning

We start with a deep-dive session to understand your bakery's workflows, products, pricing, and pain points.

  • Review your current system and processes
  • Map out your product catalog and pricing structure
  • Define success metrics for your bakery
2

Data Migration & System Build

Our team migrates your data and configures BakeSmart to match how YOUR bakery operates.

  • Import products and pricing from your old system
  • Set up Cake Matrix pricing rules
  • Configure production reports and fulfillment settings
  • Import customer accounts
3

Team Training

We train your entire staff on their specific roles—front counter, production, management, drivers.

  • Front-of-house: Taking orders and using POS
  • Production: Reading production reports and managing fulfillment
  • Management: Running reports and adjusting pricing
4

Go Live & Ongoing Support

We're with you on launch day and beyond to ensure everything runs smoothly.

  • Assisted launch with live support on Day 1
  • Daily check-ins during first week
  • Ongoing support through your first month

Your First 90 Days With BakeSmart

Most bakeries are fully operational within 6 weeks, with ongoing optimization through Month 3.

Week 1-2
Discovery sessions, data migration, system configuration
Week 3-4
Product setup, pricing rules, team training sessions
Week 5-6
Go live, daily support, workflow optimization
Month 2-3
Ongoing support, advanced feature training, refinement

Everything You Get With Onboarding

Complete implementation service—we don't just give you software, we build your system for you.

Complete Data Migration

Products, customers, pricing—we move everything from your old system

Custom Product Setup

Cake Matrix pricing, wholesale menus, seasonal products—configured for your bakery

Production Report Configuration

Item Reports, fulfillment settings, and order workflows matched to your operations

POS Hardware Setup

If you're using our POS, we configure stations, receipt printers, and payment processing

Comprehensive Team Training

Role-specific training for every team member who will use the system

Assisted Launch Support

Live support on your go-live day and daily check-ins during your first week

90 Days of Implementation Support

Ongoing access to your implementation team as you optimize workflows

Implementation Investment

One-time setup fee that gets you operational faster and ensures long-term success.

Starting at $499

One-time implementation fee for first location

$499 Per additional location
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Why BakeSmart Onboarding Works

We've been doing this for 20 years. We know bakeries.

Built by Bakery Owners

Our implementation team knows bakeries because they've run them. We understand your workflows, not just the software.

We Build It For You

You don't configure the system yourself. We do it for you based on 20 years of bakery expertise.

Industry-Specific Training

We're not teaching you generic software. We're training bakers, decorators, and front counter staff on bakery workflows.

Ongoing Support

Implementation doesn't end at launch. We're with you through your first 90 days as you optimize and grow.