Artifact | ResponsbilityResponsibility | Audience | Type | Status, Link |
|---|---|---|---|---|
Pre-Agreement Documentation & Initial Outreach | ||||
OEM Program Overview One-page or webpage summary covering program benefits, features, and partnership terms. | Marketing & SalesAmanda Dorothy Hunt | External | Written | Exists - needs updating. |
Sales Guide: Talking points, pricing, and benefits specifically for OEM ISVs. | Internal | written | ||
Transition Guide: How to transition from legacy to new. Additional features and benefits of full CCH license | External | written | ||
Sales InternalEnablement Training: | External | written | ||
Standard OEM Agreement A legal template with clear licensing terms, updated by the legal team. | Legal | External | Written | |
Initial Document Setup List of starting Authority Documents (IDs, names) for each ISV, referenced in the OEM agreement. | Customer Success & Sales | Internal | written | |
Onboarding and Account Configuration Guide | ||||
Onboarding Deck
| Customer Success & Product Management | External | Written | Old Deck |
Account & Subscription Setup Guide Step-by-step guide for creating and configuring OEM vendor accounts within UC’s systems (CCH or other systems), detailing the process for Sales and Dev. | Sales Operations & Customer Success | Internal | Visual & Written | |
Account and Subscription Management Flowchart Visual documentation outlining the lifecycle from new account creation through renewal, including roles and system interactions. | Product Management | Internal | Visual | |
UC Federated Data License Setup Instructions for assigning Federated Data Licenses within the OEM account, defining access permissions and entitlements.Product Management & Customer Success What can we share from IP-restricted documents? | Legal | Internal | Written | |
OEM Federated Data License Instructions for Partners setting up FDL. | Legal | External | ||
API Key Provisioning and Documentation Step-by-step guide for generating API keys. | Development & Support | External | Written | |
Account and Subscription Management Flowchart Visual documentation outlining the lifecycle from new account creation through renewal, including roles and system interactions. | Product Management | Internal | Visual | |
Entitlement overview Define data types each ISV can access, like Authority Documents, Citations, Tagged Mandates, and Common Controls. | Customer Success & Product Management | External | Written | |
Sample Customer Journey for API Access Simple outline for an ISV customer’s end-to-end experience, covering account setup, API key access, and documentation handoffs. Use OEM Demo account. | Customer Success & Product Management | External | Visual | |
Schema Guide for Data Migration Visual and text documentation of the new data structures for each API endpoint, especially for transitions from old to new IDs and structures. | Development & Product Management | External | Visual & Written | |
FAQs Commonly asked questions to guide OEM partner’s partners through their journey. | Customer Support & Product Management | External | Written | |
Billing, Invoicing, and Reporting | ||||
Financial Reporting and Invoicing Guide Template and instructions for billing, invoicing, and financial reporting, tailored for OEM ISV partners. | Finance & Sales Operations | External | Written | |
Cross-Functional Collaboration and Handoff Processes | ||||
Handoff Summary Key handoff points for each team (e.g., Sales, Dev, Finance), including communication tools, points of contact, and role responsibilities. | Customer Success & Product Management * Sales | Internal | Visual & Written | |
...