When businesses rely on Cin7 Core to manage inventory, sales, purchasing, and integrations, efficiency and accuracy are critical. Over time, however, many companies encounter challenges—data inconsistencies, integration gaps, or under-utilised features—that slow down operations. This is where a Cin7 system review becomes invaluable.
But how long does such a review take, and what happens during the process? Cin7 Core System Review is designed to deliver actionable insights within just five business days. Here is what you can expect.
Kick-Off and Information Gathering
The review starts with a discovery session. Your team is asked to outline your top challenges and business aspirations. This ensures the consultants understand what matters most to you—whether that is reducing manual work, improving stock accuracy, or optimising workflows.
At this stage, you will also provide access to your Cin7 system so the consultants can begin analysing your setup. The focus is on creating a shared understanding of your current situation.
System Efficiency Assessment
On the second day, the consultants dive into your Cin7 Core configuration. They look at how your modules are set up, whether processes are aligned with best practices, and if inefficiencies are holding you back.
This includes evaluating:
- Inventory management workflows for accuracy and automation.
- Sales and purchasing processes for efficiency.
- User roles and permissions to ensure security and usability.
By the end of this phase, the consultants have identified key areas where the system may not be running at its full potential.
Data and Integration Review
Data integrity is the backbone of any inventory system. On Day 3, the review focuses on identifying inconsistencies in stock levels, mismatched records, or reporting issues.
Consultants also assess integrations with other systems, such as accounting platforms (Xero, QuickBooks), e-commerce stores, 3PLs, or EDI connections. Weak integration points are flagged because they often lead to manual work, errors, and wasted time.
Drafting Insights and Recommendations
By the fourth day, consultants have gathered enough evidence to build a clear picture of your system’s performance. They begin drafting recommendations tailored to your business goals.
Typical recommendations might include:
- Configuration changes to streamline workflows.
- Training opportunities to help staff make the most of advanced features.
- Integration adjustments to eliminate bottlenecks.
- Process redesigns to align technology with growth objectives.
This step ensures you will receive not just a list of problems but a practical plan to resolve them.
Final Report and Feedback Session
The process concludes with a detailed report, usually delivered alongside a feedback session. During this session, consultants walk you through their findings, explain the reasoning behind each recommendation, and answer any questions from your team.
You will leave the review with a clear roadmap—highlighting quick wins, long-term improvements, and steps to future-proof your Cin7 system.
Conclusion
A Cin7 system review does not need to drag on for weeks or months. In just five business days, businesses can gain a comprehensive understanding of their system’s strengths and weaknesses, along with a tailored set of recommendations for improvement.
For companies seeking to streamline operations, eliminate inefficiencies, and unlock the full potential of Cin7 Core, a focused, five-day review offers clarity and direction without disrupting day-to-day business.
