At a high level, Sortd is a platform which provides a variety of integrated tools and templates enabling organisations undergoing change to effectively manage change. Think of it as the child of Jira & Survey Monkey, with a strict upbringing by an organisational change practitioner.
The basic structure of Sortd is as follows:
- Organisation - Project A - Task 1 - Task 2 - Change 1 - Assessment 1 (e.g. Change Impact Assessment) - Change 2 - Assessment 1 (e.g. Change Impact Assessment) - Assessment 2 (e.g. Business Readiness Assessment) - Project B - Task 3 - Task 4 - Change 3 - Assessment 3 (e.g. Stakeholder Mapping)
The above structure enables a variety of reporting, tracking, and permission benefits.
The Organisation is the highest level in the Sortd structure, each user is required to join an organisation prior to using the platform. The organisation holds key data such as users, business units, and projects.
According to PMI a project is a temporary endeavor undertaken to create a unique product, service or result. Sortd has therefore taken the approach to structure all other activities under a project.
When setting up a project for the first time, users are able to choose either a predefined project template or a blank template. In the case of a predefined template, the project will be set up with a variety of tasks (including assessments) which are required at each stage of the project.
In order to enable accountability and efficiency, each project is broken down into tasks. Tasks can be linked to both a project and a change, can be assigned to a team member (and a helper if the status is 'Stuck'). Each task should contain the information needed to complete it, and can be further extended to handle standard project management functions such as time tracking.
When your organization undertakes projects or initiatives to improve performance, seize opportunities or address key issues, they often require changes; changes to processes, job roles, organizational structures and types and uses of technology. Each project can contain multiple changes, and each change can contain mulitple assessments.
Assessments are the key weapon in Sortd's arsenal. Each change may have multiple assessments depending on the exact requirements of the project.
The key assessments in Sortd are: