Page Comparison

Legacy

New

Pre-Agreement Documentation & Initial Outreach

Sales Brief

• Sales

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.

–

• CS - Dorothy Hunt

• Marketing -Amanda , Jody

External

Written

OEM One Page.pptx

OEM One Page.pptx

Transition Guide:

(OEM Conversion)

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

–

Dorothy Hunt

External

written

OEM-Onboarding-Deck.pptx

Sales Enablement Training:

Teach Partner sales team to sell UC in their product.

–

Sonny Crouse Dorothy Hunt

External

written

TBD

Q1 2025Needs 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.

• Sales - Sonny Crouse , Aubrey Bousley

• CS - Dorothy Hunt

• Leadership - Michael Maggio

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

• Leadership - Michael Maggio

• Legal - Marcelo

External

Written

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

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

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

Internal

Written

No Change

Template in hubspot.

Archived OEM Agreement versions - do not use.

-TBD

Federated Data License

External

No Change

Addendum in Contracts

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 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

• CS -Dorothy Hunt

Mark Redding

External

Writtenwritten

OEM-Onboarding-Deck.pptx

ETA In progress as of 12/23/24

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

Net New Needed.ETA

(will clone Legacy and remove some slides)

As of 12/23/24

New (NextGen) OEM Partner - API Quick Start Guide

Cobranding Guidance

Amanda

TBD

Leverage Amazon info. See Mack

etc 12/6/24

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

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

• 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

• Engineering/Product - Mark Redding Vicki McEwen

• Support - Damaris Iglesias

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.

• Engineering/Product - Mark Redding Adam Vercimak Vicki McEwen

External

Visual & Written

External

Visual

TBD

Low Priority

TBD

Low Priority

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.

• CS - Dorothy Hunt

• Support

• - Damaris Iglesias

• Product - Vicki McEwen

External

Written

TBD

API Quick start Quickstart 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

as of 12/3/24 Still needs to meet

TBD

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.Mark Redding

• Sales -Aubrey Bousley

• Finance -Alexander Y Wong

• Engineering/Product - Mark Redding Vicki McEwen

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.

• 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.

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.