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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

OEM-Onboarding-Deck.pptx

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

Legacy (CCH) OEM Partner - Set up Steps

Legacy (CCH) OEM Partner - API Quick Start Guide

OEM One Page.pptx

Legacy

View file
nameOEM Model.pdf

...

Needs REviewNeeds updating As of 12/3/24

Jody is updating

legal

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

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.

Initial Document Setup

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

Customer Success & Sales

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

, Sales, Dev/Product

ETA 11/22/24

customer’s

Artifact

Audience

Type

Status, Link/Location

Legacy

New

Pre-Agreement Documentation & Initial Outreach

Sales Brief

  • Sales

Info

Isn’t needed for partners in flight, for new sales reps, new clients

Internal

Doesn’t exist

As of 12/3/24

Doesn’t exist

As of 12/3/24

Solution Brief

OEM Program Overview (outgoing UC Sales guide to partners).

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

–

Info

Isn’t needed for partners in flight, for new clients

External

Written

OEM One Page.pptx

Status
colourYellow
title

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

Needs updating As of 12/3/24

Jody is updating

First Partner Call Talking Points

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

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

Info

Isn’t needed for partners in flight, for new sales reps, new clients

External

Written

Doesn’t Exist

As of 12/3/24

Doesn’t Exist

As of 12/3/24

Standard OEM Agreement

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

  • includes FDL language

  • Legal - Marcelo

External

Written

View file
nameUCF OEM Reseller Agreement (Updated 2024-12-12 DH).docx

Current version as of 12/12 - still have a couple of points and questions to clarify.

Status
colourGreen
titleCompleted

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

TBD

Internal

Written

No Change

External

No Change

TBD

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

External

Written

View file
nameOEM Reseller Agreement (Updated w-FDL 11-25.24).docx

Archived OEM Agreement versions - do not use.

-TBD

View file
nameFINALUSEFederated Data License.pdf
Federated Data License

Onboarding and Account Configuration Guide

Partner Onboarding Deck

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

  • CCH Entitlement Overview

  • Cobranding Guidance

  • Transition Guide - Legacy to New

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

  • Comparison between Legacy and New

  • Schema Guide for Data Migration

External

written

OEM-Onboarding-Deck.pptx

ETA In progress as of 12/23/24

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

Status
colourYellow
titleNeeds REview

Net New Needed.ETA

(will clone Legacy and remove some slides)

As of 12/23/24

New (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

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.

  • CS

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

  • co-branding (will be in Onboarding deck)

Marketing - Amanda

CS - Dorothy Hunt

External

TBD

Leverage Amazon info. See Mack

etc 12/10/24

/wiki/spaces/MAS/pages/2650898433

TBD

Leverage Amazon info. See Mack

etc 12/10/24

OEM Partners API Guide

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

External

Written

Legacy (CCH) OEM Partner - API Quick Start Guide

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

New (NextGen) OEM Partner - API Quick Start Guide

Support Article in creation as of 12/3/24

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)

Will need updates based on scope change (i.e. leveraging legacy IDs in nextgen) as of 12/3/24

Support Article in creation as of 12/3/24

FAQs

Commonly asked questions to guide OEM partners through their journey.

External

Written

TBD

Sample Customer

API Quickstart Guide

what endpoints will i be able to see

what happens to save builds?

Can I have CCH and OEM license?

as of 12/3/24 Still needs to meet

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

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

External & Internal

WrittenTBD

Not created

as of 12/3/24

Not created

as of 12/3/24

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

...

Content Providers

Resources

...

Content Provider agreement template (signed with redistribution rights and compensation requirements)

Content Provider subscription plan/add-on set up.

Content Provider account set up including CP designation in our backend for entitlement verification that UC has rights to redistribute their content and for usage reporting. Yes, an organization can be a Content Provider, ISV, and a reseller.

Content Provider entitlement set up in our backend for entitlement verification which ISVs and customer accounts are entitled to receive redistributed Content Provider content.

Content Provider renumeration based on subscription content usage.

Content Provider usage reporting by subscription plan with associated accounts, by AD with associated accounts and by Accounts with associated ADs.

Resources:

Legacy

View file
nameUCF OEM Partnership Program Overview .pdf

View file
nameOEM Model.pdf