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Legacy
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Legacy | New | |||||||||||||||
Pre-Agreement Documentation & Initial Outreach | ||||||||||||||||
OEM Program Overview (outgoing UC Sales guide to partners). One-page or webpage summary covering program benefits, features, and partnership terms. – | External | Written |
| OEM One Page.pptxSales 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 11/22/24OEM-Onboarding-Deck.pptx | |||||||||||||
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.
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
| In CCH account 26775 | ||||||||||||
Onboarding and Account Configuration Guide | ||||||||||||||||
Onboarding
| External | Written | ETA 12/2/24 https://support.unifiedcompliance.com/cch-oem-vendor-api-quick-start-guide
| Net New Needed. ETA 12/2/24 New (NextGen) OEM Partner - 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 | Legacy (CCH) OEM Partner - Set up Steps
| New (NextGen) OEM Partner - 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 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. | 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. | Internal | Visual & Written | Written TBD | Written TBD | ||||||||||||
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