A guide to onboarding
Here’s everything you need to know about getting started with Sorted’s delivery experience platform.
When you choose new software, you want to know how things will work after that contract is signed. That’s why we’ve built this page; to give you an honest, behind-the-scenes look at the journey a retailer, brand or partner takes to get up and running with Sorted.
Here, you’ll find everything you need to know about the who, what, why and when of onboarding.
- The products
Find out about SortedHERO, SortedPRO and SortedREACT – and get an overview of our carrier offering. - Onboarding options
Every partner’s journey is different when it comes to getting software live, but here’s an overview of the different routes available. - Support
Who you gonna call? We’ve got an team of friendly experts ready to help. See a breakdown of our support options here. - Useful links
Find some FAQs, product use cases and a link to our industry-leading tech docs here. Plus, an intro to some of the team that you may meet throughout onboarding.
A quick intro and welcome, from our Director of Customer Enablement
The Products
Our delivery experience platform connects all the major touchpoints of the ecommerce journey and powers checkouts, carrier management and post-purchase tracking around the world. The platform hosts three core products:
Our carriers
One integration. Thousands of services, from some of the biggest global carriers.
Onboarding options
And… we’re off.
Maybe you’re a single carrier operation with direct, one to one carrier integration. Maybe you’re a multi-carrier operation, switching from an existing CMS. You might be moving from carrier hosted post-purchase tracking and comms, or moving from another provider. Or maybe you’re something in between, or something else entirely. Whatever your operations look like, getting started with the Sorted platform isn’t a headache.
There are three options available when onboarding.
Our experts will work closely with you to define the best option for you and your team, to ensure a perfect fit for your business. Regardless of which option you choose, you’ll have access to all technical documentation, integration designs and API information upfront – as well as access to our awesome support packages.
SaaS
What that means for you<
You’ll pick from our carrier service library and use any of your chosen products features from our list.
What your set-up looks like
- We’ll let you know all the info we need for your configuration and help you select your integration design.
- We’ll hold a configuration day, where we’ll spin up your environment and help with any queries. Then, you’ll be up and running. Easy.
Your trusted team
- Our technical Pre-Sales team.
- Our configuration team.
SaaS+
What that means for you
You’ll use any of your chosen products features but you may also want a carrier service we don’t currently have on platform. We’ll check if its on our roadmap and if not we can add it for you.
What your set-up looks like
- We’ll let you know all the info we need for your configuration and help you select your integration design.
- We’ll assign you a project manager, who will oversee the extra development required to agreed timelines.
- We’ll hold a configuration day, where we’ll spin up your environment and help with any queries. Then, you’ll be up and running. Easy.
Your trusted team
- Our technical Pre-Sales team.
- A dedicated project manger.
- Our configuration team.
Tailored
What that means for you
You may want features we don’t currently have on our roadmap, and potentially new carrier services too. Our technical Pre-Sales team will scope out the work and come up with a tailored solution that works perfectly for you.
What your set-up looks like
- We’ll let you know all the info we need for your configuration and help you select your integration design.
- We’ll assign you a project manager, who will manage the development and testing required to an agreed project plan.
- We’ll hold a configuration day, where we’ll spin up your environment and help with any queries or organise additional training. Then, you’ll be up and running. Easy.
Your trusted guides
- Our technical Pre-Sales team.
- Our product / technical experts.
- A dedicated project manager.
- Our configuration team.
What are the timescales and who needs to be involved?
Throughout the whole process, you’ll have the support of our team to ensure everything is running smoothly (take a look at who you might meet here). When it comes to rallying your team, each retailer and partner is different – but here are the two players we work with most commonly:
- Technical authority, to speak on behalf of IT
- Carrier authority, to work with us on the shipping and service details
Our most self-sufficient clients use our tech docs portal and integration documentation to manage the whole onboarding process – in these cases, clients are up and running within days. For clients with complexities, or instances where more consultation and professional services are required, timelines will be agreed collaboratively from the outset. Often, the onboarding journey differs, depending on the requirements from the retailer or partner – with each timeline tailored on a case-by-case basis. So the question is, how quickly can you move?
Regardless, there are some key milestones that form part of every onboarding journey… and we’re here to support at every stage.
Support
Things don’t often go wrong. But, if they do, you want the peace of mind that we’re on hand to help.
With Sorted, you get access to some of the best technical support in the industry. We offer a range of packages to suit your needs, and our team will help you choose the best option for you and your organisation.
We’ll be sure to keep an extra close eye on you as you go live, to make sure everything is working as expected and all the creases are ironed out. We provide comprehensive early life support as standard, and hypercare for our tailored clients, to ensure every partner gets the right support and the smoothest go live possible.
We’re also currently in the process of rolling out an innovative new support credit system, where credits can be used for a range of professional services, including consultancy, training or solutions architecture sessions. Watch this space (and get in touch if you’d like to hear a bit more…).
Our service desk superheros are always on hand to help. 24/7, 365 days a year
Check out our support handbook, for all the details.
Useful links
Looking for a bit more info? Here are some helpful pages that might answer your questions…
Use cases
Find out about the key client challenges our platform solves, and get some idea of the scale and flexibility of our products in practice.
Tech docs
Our free, public documentation portal is the stuff of dreams for techies. Here you’ll find our technical product guides, API information, reporting help – and tons more.
FAQs
If you have a question, the chances are it’s been asked before. We’ve put together a list of the most common questions we hear, along with some quick answers. Of course, you can always get in touch if you don’t find what you’re looking for.
Change requests
As you continue your journey with Sorted you may want to add new services to help you grow. No problem. We’re here to help.
See what we can do for you
One of our specialists will demonstrate how the Sorted platform can help you maximise final mile efficiency and provide a 5* customer experience.
