Canix Onboarding Roadmap: Steps to Cannabis ERP Success

November 6, 2023
 Min Read

Canix is a leading cannabis ERP software that supports cultivators, manufacturers, and distributors in 27 states and 6 countries. The company’s main goal is to empower the cannabis industry by providing innovative, mission-critical technology that leads to increased company profitability and more fulfilling work lives. We work closely with each of our customers to ensure their success because our success depends on theirs.

We understand that business data is crucial, and so is time. Therefore, we take great care to protect data during the transition period and strive to reduce implementation time as much as possible. A seamless onboarding experience is essential to ensure businesses unlock the full potential of Canix. However, because every cannabis business has unique requirements, the onboarding and implementation timeline can range from 4 weeks to 6 months.

Understanding the Onboarding Timeline: Factors at Play

When starting the Canix onboarding process, it's important to understand that the timeline isn't a one-size-fits-all scenario. Several critical factors can shape, extend, or condense the onboarding experience. Recognizing these variables will not only help set realistic expectations but also ensure a smoother integration of our ERP solution into your operations. Let's delve into the most influential factors:

  1. Company Size and Complexity: We often recommend a phased approach for multi-facility organizations. Choosing which facilities to roll out first should consider their data readiness, documented SOPs and resource availability
  2. Process Documentation: Having existing SOPs in place is key for an effective rollout. In advance of implementation, compile any existing workflows or documentation that show how your process works today.
  3. Data Cleanliness: Ensuring clean compliance and facility data prior to connecting Canix leads to smoother implementations with less time required for cleaning up after the fact.
  4. Resource Availability: To move quickly, your team needs to be available during the onboarding process. Live meetings, video training, data collation, etc. This is the leading factor in any delayed implementation.
  5. Clear Success Criteria: The success of any implementation relies on clearly defined goals. Understanding the metrics that you want to improve, and what the future state looks, are critical more measuring the return on your investment.
  6. Buy-in: Making sure your team is bought in rolling out a new process and then benefits to the business is critical. This process, and the above considerations, will likely disrupt your business in the short term. Make sure everyone knows why, and that it’s going to be worth it!

Understanding these factors and proactively addressing them can greatly impact the efficiency of your onboarding process. Remember, the goal isn't just to onboard quickly but effectively. The Canix team is committed to adjusting and adapting to each company's unique requirements, ensuring that the transition to our ERP solution is as smooth and beneficial as possible.

Overview of Canix’s Training Steps

  1. Kickoff Call
  2. Cultivation Training
  3. Packaging Training
  4. Manufacturing Training
  5. Sales Training
  6. Accounting Training
  7. Recurring meetings

Under ideal circumstances, implementation can be completed in as little as 1 month. However, it’s important to consider that the duration of implementation can vary depending on factors such as the size of the project, its complexity, and the level of preparedness. It’s important to take into account these considerations in order to ensure a successful onboarding process.

After the Initial Setup: Ensuring Long-Term Success

Long-term success after implementation is the outcome of meticulous effort, consistent communication, transparent discussions, and a robust support infrastructure. It is crucial to establish recurring success meetings between your key stakeholders and your CSM to ensure alignment with your objectives.

Users should also take advantage of the various support resources after the onboarding process, including the Help Desk and the support team.


To achieve the best results with Canix, a thorough onboarding process is crucial. We understand that every business is unique and requires a tailored approach to implementing our ERP solution effectively. We work closely with each of our customers to ensure their success. Our goal is to empower people in the cannabis industry by providing innovative, mission-critical technology that leads to more fulfilling work lives.

To ensure long-term success, we encourage businesses to stay in touch with the Canix team for updates, support, and further training. We also advise our clients to provide feedback for continuous improvement and to take advantage of the resources available after onboarding, such as support channels, tutorials, and community forums.

If you're interested in learning more about Canix or starting your onboarding journey, please get in touch with us for a demo.

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