Page Comparison

Pre-Agreement Documentation & Initial Outreach

OEM Program Overview

One-page or webpage summary covering program benefits, features, and partnership terms.

Amanda Dorothy Hunt

External

Written

Exists - needs updating.

Sales Guide:

Talking points, pricing, and benefits specifically for OEM ISVs.

Dorothy Hunt

Internal

written

Transition Guide:

How to transition from legacy to new. Additional features and benefits of full CCH license

Dorothy Hunt

External

written

Sales Enablement Training:

Teach Partner sales team to sell UC in their product.

Dorothy Hunt

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

• OEM Entitlement overview
  Define data types each ISV can access, like Authority Documents, Citations, Tagged Mandates, and Common Controls.

• CCH Entitlement Overview

• Comparison between OEM and CCH

Customer Success &

Product Management

External

Written

OEM-Onboarding-Deck.pptx

https://support.unifiedcompliance.com/cch-oem-vendor-api-quick-start-guide

Account & Subscription Setup Guide

Step-by-step guide for creating and configuring OEM partner accounts within UC’s systems (CCH or other systems), detailing the process for Sales and Dev.

Sales Operations & Customer Success

Internal

Visual & Written

CCH OEM Vendor - Set up Steps

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.

What can we share from IP-restricted documents?

Dorian Cougias Michael Maggio

Legal

Internal

Written

OEM Federated Data License

It needs to be incorporated in agreements.

• Partner needs to Agree to UC Federated Data license.

  • does partner need end-user acceptance of FDL in partner app?

• Agreement to UC federated data license in APPlicaiton

  • confirm how it is in the nextgen app.

• Future: may need to support and force users to accept content provider license

Dorian Cougias Michael Maggio

Legal

Review agreement with team.

External

API Key Provisioning and Documentation

Step-by-step guide for generating API keys.

Development & Support

External

Written

CCH OEM Vendor - API Quick Start Guide

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 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