Tray Embedded Teams

Tray Platform & Embedded

Professional Services

Maximize your ROI with Tray

At Tray.io, we care deeply about the success of our customers. We've designed our onboarding professional services plans and offerings to ensure that every customer is successful with Tray. We help expedite your onboarding process and become a Tray expert through our train-the-trainer services methodology. Or, we can even build your Workflows for you. Tray Professional Services is here to help all customers ranging from non-experienced to expert Automator's create and manage Workflows.

Onboarding Plans - Platform & Embedded

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Starter

Starter

  • Dedicated Professional Services Technical Consultant / Solutions Architect to assist you with your initial onboarding.
  • 4 Hours
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Foundations 1

Foundations 1

  • Dedicated Professional Services Technical Consultant/ Solutions Architect to assist you with design and co-delivery of your initial Workflow.
  • 20 Hours
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Foundations 2

Foundations 2

  • Dedicated Professional Services Technical Consultant / Solutions Architect to guide you through enablement, design, and co-delivery of your initial Workflow.
  • 40 Hours

The Details

Overview

Upfront onboarding plans are designed to enable you to become a Tray expert, regardless of your technical experience. Plans range from a Starter onboarding, for those with API experience, to a robust Foundations 2, that provides hands-on guidance, training, and co-design services to help create your first Workflow.

Plans

Each onboarding plan is tailored to your specific use case and technical experience. Our team designed each option for two different user personas; Build it Myself or Build it With Me. Our plans provide the technical experience needed to enable you to gain a quicker ROI.  

Guidance

Exclusive access to a 1:1 onboarding with Tray technical experts to provide you with enablement, best practices, and co-design services for a quicker time to value. 

Technical Consultant

Work with a pro that gets to know you and your organization’s needs through a co-development, train-the-trainer engagement. 

Tray Academy access

Self-paced training via online tutorials with videos, gifs, and step-by-step instruction with Tray.io automation experts.

Optional

Onboarding packages are highly encouraged but are not required by Tray customers. 

Custom

Do you prefer a custom statement of work (SOW) to either co-develop or implement your workflows for you? Our custom scoping and SOW’s will provide you with the total hours we estimate is needed to complete your Workflow(s). 

Custom Engagements – SOW

Tray offers custom design services to create or co-deliver your custom Workflows. We’ll work with you to scope out the level of effort estimated to create or co-deliver your custom Workflow through a formal Statement of Work (SOW). Each SOW will include the following:

1. Estimated hours for level of effort to design, develop, and/or co-develop Workflow(s)

2. Estimated hours for level of effort to design and develop a Custom Connector (if our robust library doesn’t already have your desired Connector)

3. Tray Project Management, if recommended

4. T&C’s

Hit your target with the Tray.io platform
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Tray Platform & Embedded Success Plans

At Tray.io, we care deeply about the success of our customers. That’s why our success plans are designed to ensure that every customer has access to advisory and design services throughout their journey with Tray. Success Services are optional, recurring, advisory hours for as long as you decide to have our experts by your side.

Success Plans

Database Checks

Advisory & Design Services

Advisory & Design Services

  • Assistance per quarter with a Solutions Architect to assist with enablement, design, and Tray best practices
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Advisory, Design & Delivery Services

Advisory, Design & Delivery Services

  • Assistance per quarter with a Solutions Architect to assist with enablement, design, best practices, and implementations

The Details

The Details

Overview

Recurring, quarterly time, with a technical expert as needed to help you maximize your ROI with Tray. Success Services is designed to provide quicker time to value for our Customers, regardless of your use cases or experience. 

Guidance

Exclusive access to 1:1 engagements with Tray technical experts to provide you with enablement, best practices, and design services. Plus delivery if the Delivery plan is purchased.

Solutions Architect

Work with a pro that knows you and your organization’s needs. With this consistent relationship, you’ll get advice that is uniquely tailored to you.

Tray Academy access

Self-paced training via online tutorials with videos, gifs, and step-by-step instruction with Tray.io automation experts.

Virtual Consulting

Build your dream automation with expert advice and design reviews from our solutions architecture and technical consultant teams.

Ongoing Services

Whether you have how-to questions or just need a quick design answer, our technical specialists provide you expert answers, unique to you.

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