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Resources:

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titleNew OEM Partner Set-up Process
Lucidchart
urlhttps://lucid.app/lucidchart/0316fdb8-9949-4bc6-8e0b-ab97fe4d9d6c/edit?viewport_loc=-438%2C-48%2C3062%2C1592%2Cm-5o7ONTd-nK&invitationId=inv_2314b820-d4ae-46af-ab99-2b4e26554b54

...

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

CCH OEM Partner - Set up Steps

CCH OEM Partner - API Quick Start Guide

OEM One Page.pptx

Legacy

View file
nameOEM Model.pdf
View file
nameUCF OEM Partnership Program Overview .pdf

Artifact

Audience

Type

Status, Link/Location

Legacy

New

Pre-Agreement Documentation & Initial Outreach

OEM Program Overview

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

–

Dorothy Hunt Amanda

External

Written

OEM One Page.pptx

Status
colourYellow
titleNeeds REview

OEM One Page.pptx

Sales Guide

(Net New OEM)

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

–

Dorothy Hunt

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

–

Dorothy Hunt

External

written

TBD

ETA 11/22/24

Sales Enablement Training:

Teach Partner sales team to sell UC in their product.

–

Sonny Crouse Dorothy Hunt

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

Status
colourGreen
titleCompleted

https://unifiedcompliance.sharepoint.com/:w:/s/CustomerSuccess/EdgpyXCZgpBDl849SfpcODgBsaiwb9c9FRes1Wr8HH40uA?e=ZoRMxi

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?

Dorian Cougias Michael Maggio

Legal

Internal

Written

No Change

TBD

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

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

written

In CCH account 26775

20241112_OEM Framework Families.xlsx

Status
colourBlue
titleUpdating

In CCH account 26775

20241112_OEM Framework Families.xlsx

Onboarding and Account Configuration Guide

Onboarding

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

  • CCH Entitlement Overview

  • Comparison between Legacy and New

Dorothy Hunt Amanda

Mark Redding

External

Written

OEM-Onboarding-Deck.pptx

ETA 12/2/24

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

Status
colourYellow
titleNeeds REview

Net New Needed.

ETA 12/2/24

NextGen OEM Partner - API Quick Start Guide

Status
titleIn Progress

Cobranding Guidance

Amanda

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

CCH OEM Partner - Set up Steps

Lucid Chart

Status
colourPurple
titleNeeds Trial

NextGen OEM Partner - Set up Steps

Lucid Chart

Status
colourPurple
titleNeeds Trial

OEM Partners API Guide

Step-by-step guide for generating API keys and accessing data via API endpoints.

Development & Support

External

Written

CCH OEM Partner - API Quick Start Guide

NextGen OEM Partner - API Quick Start Guide

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.

Mark Redding Adam Vercimak Vicki McEwen

External

Visual & Written

TBD

ETA 11/22/24

Sample Customer Journey for API Access

Simple outline for an 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.

Mark 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.

Dorothy Hunt

Internal

Visual & Written

Lucid Chart

Written TBD

Lucid Chart

Written TBD

...

Content Providers

Resources

View file
nameContent Distribution for Content Creators (1).docx
View file
nameSecure Content Licensing and Distribution v2.docx

...