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Tray Platform

Professional services

Long-term professional services to accelerate your automation journey

Our professional services offerings are designed to rapidly implement and deliver automation across your organization. Our experts take on the heavy lifting for you so that you can quickly maximize your success with the Tray Platform.

QuickStart Packages

Tray QuickStart Packages maximize your investment in automation and will drastically reduce your time-to-value.

Development support

Partner with a solutions architect to help you build out and configure new automation use cases, share best practices, and ensure every automation is delivering maximum value to your organization.

    Tray makes the most complex processes easy

    Our engagements typically consist of the following components:

    • Scoping: Using a structured agenda, our consultants will gather your business requirements. We will uncover the systems that you wish to integrate and the processes that you intend to automate. We will establish success metrics for the project.

    • Configuration: Once scoping is complete, a consultant configures the Tray Platform to your exact business requirements.

    • Project management: consultants manage the project timeline and deliverable end-to-end. 

    • Data validation: We validate the integrity of the data flowing across your systems.

    • User acceptance testing: You and your team verify that workflows are working as expected.

    • Knowledge transfer: Learn best practices that will prepare you and your team to maintain or enhance your workflows yourself.

    What’s the difference between a Tray Success Plan and Professional Services?

    Professional Services offerings deliver production-ready workflows based on your requirements, while Success Plans offer guidance, support, and education so that you can learn how to build workflows on the Tray Platform on your own.

    If I want to purchase Professional Services, is a Success Plan required?

    Yes, we do require customers to invest in success plans alongside professional services offerings. Once implementation projects are completed, it’s common for customers to ask for ongoing product support and guidance post-implementation. This ongoing support is exactly what Success Plans provide our customers.


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