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Artifact

Audience

Type

Status, Link/Location

Legacy

New

Pre-Agreement Documentation & Initial Outreach

Sales Brief


  • Sales

Internal

Doesn’t exist

As of 11/27/24 still needs review

Doesn’t exist

As of 11/27/24 still needs review

Solution Brief

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.pptx

Status
colourYellow
titleNeeds REview

As of 11/27/24 still needs review

OEM One Page.pptx

First Partner Call Deck

First call with UC team and potential partner to explain in detail offering.

Some technical and packages - takes 1-pager and provides more detail.

External

Written

Doesn’t Exist

As of 11/27/24 still needs review

Doesn’t Exist

As of 11/27/24 still needs review

Standard OEM Agreement

A legal template with clear licensing terms, updated by the legal team.

  • includes FDL language


External

Written

https://unifiedcompliance.sharepoint.com/:w:/s/CustomerSuccess/EUxLdYRBm_dPgGIX2TGV0iIBNaY4RsognimpvZdOaCjG0A?e=afA6BI

Status
colourGreen
titleCompleted

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


-TBD

Onboarding and Account Configuration Guide

Partner Onboarding Deck

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

  • Transition Guide

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

  • CCH Entitlement OverviewCCH Entitlement Overview

  • Step-by-step guide for creating, configuring, and maintaining Accounts

  • Transition Guide

  • Comparison between Legacy and New

  • Cobranding GuidanceStep-by-step guide for creating, configuration, maintaining

  • Schema Guide for Data Migration


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


New (NextGen) OEM Partner - API Quick Start Guide

Status
titleIn Progress

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

Status
colourBlue
titleUpdating

In CCH account 26775

20241112_OEM Framework Families.xlsx

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

Lucid Chart

Status
colourPurple
titleNeeds Trial

New (NextGen) OEM Partner - Set up Steps

Lucid Chart

Status
colourPurple
titleNeeds Trial

Sales Enablement Training

Teach Partner sales team to sell UC in their product.


External

written

TBD

Q1 2025

Partner Marketing

  • Website listings

  • blog posts

  • newsletter mention


Marketing - Amanda

CS - Dorothy Hunt

External

TBD

Leverage Amazon info. See Mack

etc 12/6/24

/wiki/spaces/MAS/pages/2650898433

TBD

Leverage Amazon info. See Mack

etc 12/6/24

OEM Partners API Guide

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


External

Written

Legacy (CCH) OEM Partner - API Quick Start Guide

New (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.


External

Visual & Written

Transition From Legacy (CCH) to New (NextGen)

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

Sample Partner Journey for API Access

Simple outline for an OEM Partner’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

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

Lucid Chart

Written TBD

Lucid Chart

Written TBD

Success Stories

Public Partner References


CS - Dorothy Hunt

Marketing - Amanda

Potential Additional Prerequisites

UC Federated Data License

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.

View file
nameFINALUSEFederated Data License.pdf

...