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Resources:

Legacy

View file
nameOEM Model.pdf
View file
nameUCF OEM Partnership Program Overview .pdf

OEM

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

Review agreement with team.

Initial Document Setup

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

Onboarding

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

  • CCH Entitlement Overview

  • 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

    TBD

    Low Priority

    Artifact

    Audience

    Type

    Status, Link/Location

    Legacy

    New

    Pre-Agreement Documentation & Initial Outreach

    Sales Brief(question)


    • 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
    titleNeeds REview

    Needs updating As of 12/3/24

    Jody is updating

    OEM One Page.pptx

    Solution Brief (question)

    Transition Guide:

    (OEM Conversion)

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

    External

    written

    OEM-Onboarding-Deck.pptx

    First Customer Call Deck

    Written

    Sales Enablement Training:

    Teach Partner sales team to sell UC in their productNeeds 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

    TBD

    Q1 2025

    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


    External

    Written

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

    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

    view-

    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.

    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

    External

    No Change

    Addendum in Contracts

    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

    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

    Writtenwritten

    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

    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

    Marketing - Amanda

    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

    • 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.


    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)

    External

    Visual

    TBD

    Low Priority

    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

    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

    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

    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