Page Comparison

Sales Enablement Training:

Teach Partner sales team to sell UC in their product.

• Sales -Sonny Crouse

• CS -Dorothy Hunt

TBD

Template in hubspot.

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

• Leadership - Dorian Cougias Michael Maggio

• Finance - Alexander Y Wong

• Legal - Marcelo

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.

• CS - Dorothy Hunt

• Sales - Aubrey Bousley

Internal

written

In CCH account 26775

20241112_OEM Framework Families.xlsx

In CCH account 26775

20241112_OEM Framework Families.xlsx

Onboarding and Account Configuration Guide

Onboarding

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 Overview

• Comparison between Legacy and New

• Cobranding Guidance

• Step-by-step guide for creating, configuration, maintaining

• Schema Guide for Data Migration

• CS -Dorothy Hunt

• Marketing -Amanda

• Engineering - Mark Redding

External

Writtenwritten

OEM-Onboarding-Deck.pptx

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

• Cobranding Guidance

Marketing - Amanda

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

Public Customer References

Initial Document Setup

List of starting Authority Documents (IDs, names) for each ISV, referenced in the OEM agreement.

• CS - Dorothy Hunt

• Sales - Aubrey Bousley

Internal

written

In CCH account 26775

20241112_OEM Framework Families.xlsx

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.

• CS - Dorothy Hunt

• Sales - Aubrey Bousley

• Engineering/Product - Mark Redding Vicki McEwen

Internal

Visual & Written

Legacy (CCH) OEM Partner - Set up Steps

Lucid Chart

New (NextGen) OEM Partner - Set up Steps

Lucid Chart

Sales Enablement Training

Teach Partner sales team to sell UC in their product.

• Sales -Sonny Crouse

• CS -Dorothy Hunt

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.

• Engineering/Product - Mark Redding Vicki McEwen

• Support - Damaris Iglesias

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.

• Engineering/Product - Mark Redding Adam Vercimak Vicki McEwen

External

Visual & Written

Transition From Legacy (CCH) to New (NextGen)

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

Low Priority

FAQs

Commonly asked questions to guide OEM partners through their journey.

• CS - Dorothy Hunt

• Support - Damaris Iglesias

• Product - Vicki McEwen

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.

• Sales -Aubrey Bousley

• Finance -Alexander Y Wong

• Engineering/Product - Mark Redding Vicki McEwen

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.

• CS -Dorothy Hunt

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?

• Leadership - Dorian Cougias Michael Maggio

• Finance - Alexander Y Wong

• Legal - Marcelo

Internal

Written

No Change

Template in hubspot.