Metrc Professional Services: Streamline Compliance & Operations
New York Metrc Implementation & Operations Services
New York’s transition to Metrc introduces new operational and compliance complexity. While Flourish provides comprehensive documentation, training, and support, many teams benefit from hands-on guidance to configure workflows, validate compliance, and establish repeatable operating procedures.
Flourish offers Professional Services packages to help operators get stable, compliant, and confident in running the day-to-day quickly.
All services are delivered by the Flourish team and are backed by:
- Flourish Help Docs
https://docs.flourishsoftware.com - Flourish Hub training courses and live office hours
https://hub.flourishsoftware.com/c/implementation
What These Services Are (and Are Not)
These services include:
- Hands-on configuration and workflow validation
- Operational best practices aligned to Metrc
- SOP guidance supported by documentation and training
- Direct collaboration with the Flourish team
These services do not include:
- Custom development or feature changes
- Engineering work
Professional Services are optional, but strongly recommended for teams navigating New York Metrc workflows.
Services Packages
Best for: Teams that are live on Metrc and require assistance with setup, labeling, and core workflows.
Includes:
- Metrc fundamentals and workflow review
- Label and printing configuration
- Metrc ID mapping and validation
- Item review and Metrc item setup
- Basic outbound workflow validation
Best for: Teams that need assistance configuring and testing labels, including Metrc Retail ID.
Includes:
- Review of label maker functionality
- Dynamic field mapping
- Label design support
- Printer connectivity & troubleshooting
Best for: Teams that have the fundamentals in place but need help cleaning up, standardizing, or setting up items.
Includes:
- Documenting a naming convention
- Training on item field definitions
- Item creation import
- Item BOM creation and import
- Technical cleanup as required
Best for: Processors and cultivators.
Includes:
- Set up machines, run types, and shifts
- Metrc Processing Job assistance
- Document workflows for producing inventory
- Align with GMP expectations
Best for: Any operators that ship multiple orders per week.
Includes:
- Training on outbound processes
- Fulfillment strategies
- Web scanning
- Mobile scanning
- Order entry SOPs
- E-commerce integration support
Best for: Teams that want to improve inbound processes for intake and purchasing
Includes:
- Vendor and item review
- PO creation
- Receiving SOP support
Best for: Any cultivators
Includes:
- Metrc workflow training
- Group naming conventions
- Plant creation SOP
- General plant management SOPs
- Harvest process SOP
- Mobile scanning training
Best for: Teams that want ongoing, dedicated professional services.
Includes:
- Regularly scheduled check-ins
- A combination of services aligned with business needs
- Training as the operations phase in
