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CCH OEM Vendor - API Quick Start Guide
Legacy
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Legacy | New | |||||||||||||||||
Pre-Agreement Documentation & Initial Outreach | ||||||||||||||||||
OEM Program Overview One-page or webpage summary covering program benefits, features, and partnership terms. – | External | Written | It exists - needs updating.
Sales GuideOEM One Page.pptx
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Sales Guide (Net New OEM) Talking points, pricing, and benefits specifically for OEM ISVs. – | Internal | written | TBD ETA 11/22/24 | |||||||||||||||
Transition Guide: (OEM Conversion) How to transition from legacy to new. Additional features and benefits of full CCH license – | External | written | TBD ETA 11/22/24 | |||||||||||||||
Sales Enablement Training: Teach Partner sales team to sell UC in their product. – | External | written | TBD Q1 2025 | |||||||||||||||
Standard OEM Agreement A legal template with clear licensing terms, updated by the legal team. Michael Maggio legal | External | Written |
| TBD | ||||||||||||||
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? Legal | Internal | Written | No Change | TBD | ||||||||||||||
OEM Federated Data License It needs to be incorporated in agreements. | External | Written
Legal Review agreement with team. | External | No Change | TBD | |||||||||||||
Initial Document Setup List of starting Authority Documents (IDs, names) for each ISV, referenced in the OEM agreement. Customer Success & Sales | Internal | writtenTBD | In CCH account 26775 20241112_OEM Framework Families.xlsx
| In CCH account 26775 | ||||||||||||||
Onboarding and Account Configuration Guide | ||||||||||||||||||
Onboarding Deck Product Management
Customer Success &
| External | Written | ETA 12/2/24 https://support.unifiedcompliance.com/cch-oem-vendor-api-quick-start-guide
| Net New Needed. ETA 12/2/24 NextGen OEM Vendor - API Quick Start Guide
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Cobranding Guidance | TBD Leverage Amazon info. See Mack | TBD Leverage Amazon info. See Mack | ||||||||||||||||
Account & Subscription Setup & Management Guide Step-by-step guide for creating, configuring, and maintaining OEM partner accounts within UC’s systems (CCH or other systems), detailing the process for Sales and Dev. CS, Sales, Dev/Product | Internal | Visual & Written | OEM Federated Data License It needs to be incorporated in agreements.
| Legal Review agreement with team. | External | TBD | ||||||||||||
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? | Legal | Internal | Written | TBD | ||||||||||||||
CCH
| NextGen OEM Vendor - Set up Steps
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OEM Partners API Guide Step-by-step guide for generating API keys and accessing data via API endpoints. Development & Support | External | Written | ||||||||||||||||
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. | External | Visual & Written | TBD ETA 11/22/24 | |||||||||||||||
Sample Customer Journey for API Access Simple outline for an ISV OEM 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 | TBD Low Priority | TBD Low Priority | ||||||||||||||
FAQs Commonly asked questions to guide OEM partners through their journey. Customer Support & Product Management | External | Written | TBD API Quick start Guide what endpoints will i be able to see what happens to save builds? Can I have CCH and OEM license? Meet after Thanksgiving Holiday? | TBD | ||||||||||||||
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 OperationsMark Redding Aubrey Bousley Alexander Y Wong | External & Internal | Written | TBD | |||||||||||||||
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 * SalesDorothy Hunt | Internal | Visual & Written | Written TBD | Written TBD | ||||||||||||||
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