SmartRoutes Onboarding Process

You have decided to go with SmartRoutes - Woohoo, great decision!

At SmartRoutes, we believe that a smooth onboarding process sets the stage for long-term success. Our hands-on, collaborative approach ensures that your team gets the most out of our platform from day one. 

This guide will walk you through the key steps of onboarding so you know exactly what to expect.

Key Stages:

Book an Onboarding Session

Schedule an onboarding session at a time that suits you. Invite key team members to join so that we can discuss your specific use case, explore essential features, and plan for integrations.

Kickoff Session

This first session is all about understanding your needs. We discuss:

• Your operational goals
• Current routing processes
• Integration requirements
• Data preparation

Hands-On Testing

In the first 1-2 weeks, you’ll upload test data and generate routes for about a week. This phase allows us to identify any inconsistencies or issues early and refine your setup.

Following Sessions

We review your progress and fine-tune your setup, including:

• Configuring essential features (e.g., scanning, custom fields)
• Troubleshooting any data inconsistencies
• Discussing potential integrations with your IT team

Final Review & Go Live

In the last session, we confirm that everything is functioning as expected. We iron out any final issues and ensure your team is ready to use SmartRoutes confidently.

Most teams go live within 2 to 4 weeks, but this can vary depending on your data complexity and integration needs. Our goal is to get you up and running as efficiently as possible.

Benefits of Onboarding

Working with us throughout the onboarding process is key to ensuring a smooth roll-out and maximizing the value of SmartRoutes for your business. 

Our collaborative approach means that your team gets the support and training needed to fully understand the platform and integrate it seamlessly into your operations.

Ready to Get Started?

Our onboarding team is here to support you every step of the way. We take a hands-on, collaborative approach to ensure a smooth transition, and our support team is always accessible during and after onboarding. 

Contact us today to book your first session!

Didn’t answer your question?

You can see our other guides here or contact support at support@smartroutes.io.