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Artifact | Audience | Type | Status, Link/Location | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Legacy | New | |||||||||||||||
Pre-Agreement Documentation & Initial Outreach | ||||||||||||||||
Sales Brief OEM Program Overview (outgoing UC Sales guide to partners). One-page or webpage summary covering program benefits, features, and partnership terms.
| External | Written |
| |||||||||||||
Solution Brief Transition Guide: (OEM Conversion) How to transition from legacy to new. Additional features and benefits of full CCH license
| External | written | ||||||||||||||
First Customer Call Deck | Written | |||||||||||||||
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.
| 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?
| Internal | Written | No Change | Template in hubspot.
| ||||||||||||
OEM Federated Data License It needs to be incorporated in agreements.
Review agreement with team. | External | No Change | Addendum in Contracts | |||||||||||||
Initial Document Setup List of starting Authority Documents (IDs, names) for each ISV, referenced in the OEM agreement.
| 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
| ||||||||||||
Partner Marketing
Marketing - Amanda | TBD Leverage Amazon info. See Mack etc 12/6/24 | TBD Leverage Amazon info. See Mack etc 12/6/24 First Customer Call Deck Marketing - Amanda | Written | |||||||||||||
Public Customer References Marketing - Amanda | ||||||||||||||||
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.
| Internal | Visual & Written | Legacy (CCH) OEM Partner - Set up Steps
| New (NextGen) OEM Partner - Set up Steps
| ||||||||||||
OEM Partners API Guide Step-by-step guide for generating API keys and accessing data via API endpoints.
| 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 | ||||||||||||||
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.
| 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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