Overview
Welcome to CoolR! This document provides a comprehensive overview of your onboarding journey. Once hardware is deployed in-market, onboarding can be approached at three progressive levels based on the scale and scope of your operations.
Integration Level
Simplified
Once the device is successfully installed on an asset:
- Images are captured and sent to the CoolR system.
- The system can process images even if a Planogram (PoG) is not yet assigned.
- You will be able to view images, but no analysis will be available without PoG data.
Intermediate
For basic image analysis and insights, the following steps are required:
- Create product entries in the system.
- Create and assign Planograms (PoGs) to assets.
- Once PoGs are assigned, the system starts generating in-store merchandising analysis (e.g., compliance, presence, stock status).
Advanced
For enterprise or large-scale deployments:
- Manual data uploads become impractical.
- Choose between:
- CSV Import for bulk data upload
- API Integration for seamless, automated data flow
API integrations typically take 3 to 6 weeks to complete, depending on business process alignment and verification steps.
Learn more about API Integrations
High-Level Onboarding Workflow
This overview outlines how you'll start using CoolR solutions in your organization:
- CoolR receives your Master Data (locations, assets, products, pricing, PoGs, packshots, and users)
- Master Data is set up in the CoolR platform
- Assets are deployed and cameras retrofitted (if required)
- System starts capturing images
- CoolR Playbook is configured to meet your business needs
- You access insights and reports through CoolR Playbook
- Receive alerts with key actions and recommendations
High level Timeline & Milestones
This section outlines the week-by-week timeline for onboarding, the key milestones, and the associated actions for a successful CoolR implementation. The timeline is contingent upon the final agreement with the client and the size of the project.
| Week | Milestone | Activity | Actions |
|---|---|---|---|
| Approval | Review the CoolR documentation to understand timelines and define success criteria. | - Sign up to participate in the project. - Set date for intro call | |
| 1 | Intro Call | Meet the team, get your questions answered, and understand the full process. Review success in other markets and the data needed to run the service (e.g. outlets, assets, products, users, planograms). | - Prepare Masterdata |
| 1-2 | Masterdata Preparation | Select participating outlets, align stakeholders from Sales, Trade Marketing, and D&T, and appoint a project lead for daily operations. | - Submit your Masterdata. - Set up your team. |
| 2 | Review Call | Upload the provided master data and verify its accuracy. Identify the key metrics you want to track in your market. | - Propose merchandising KPIs. - Arrange delivery of cameras. |
| 2-3 | Camera Delivery | CoolR will ship the devices to the designated contact and address in your market. | |
| 3 | Kick-off Session | CoolR will conduct an in-person kick-off to demonstrate the platform, train your team on camera installation, and define collaboration workflows. This typically includes a recurring weekly video call and regular communication via email. Success criteria will be jointly agreed to guide project outcomes. | - Agree merchandising KPIs. - Complete installation training. - Test access to CoolR mobile app. - Test access to CoolR Playbook. - Visit selected outlets. |
| 3-6 | Installations | The CoolR mobile app displays nearby stores for the installer. Follow the step-by-step wizard to pair the camera to the outlet and place it inside the cabinet door; remote support is available to assist with any on-site issues. | - Install cameras |
| 3-6 | Data Collection (baseline) | CoolR begins collecting data as soon as the cameras are activated, analyzing asset images against the planogram with high accuracy. We then finalize the engagement strategy to enable the field operations team to act on these insights. | - Evaluate baseline performance. - Prepare alert emails |
| 6 | Enable Alerts | CoolR will implement sales rep alerts to drive behavioral change by highlighting outlets needing action, supported by images for verification. Alerts include KPI failure duration and auto-close when images indicate improvement. | - Switch on alerts |
| 7 onwards | Data Collection (live) | The project is now live, with data collection and rep alerts underway. During this phase, we’ll optimise technology, planograms, and messaging, while monitoring live data against baseline to assess behavioural impact on market performance. | - Prepare final report |
| Last week | Final Review | CoolR will deliver a final report evaluating service performance against success criteria, covering merchandising KPIs, missed opportunities, planogram improvements, and sales rep alert effectiveness. | - Decide on further expansion |
References
VistaZ Installation Guide
Architecture Overview
Integration Overview
Privacy & Policy
Summary
CoolR's onboarding approach balances flexibility and structure, allowing teams to scale smoothly from setup to full analytical insights. With proper planning, training, and integration, your teams can start driving measurable results right from launch.
Contact your CoolR Account Director for personalized onboarding support or scheduling training sessions.