Artifact | Audience | Type | Status, Link/Location | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Legacy | New | |||||||||||||||||||
Pre-Agreement Documentation & Initial Outreach | ||||||||||||||||||||
Sales Brief
| 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.
| External | Written | Needs updating As of 12/3/24 Jody is updating | Needs updating As of 12/3/24 Jody is updating | ||||||||||||||||
First Partner Call DeckTalking 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.
| 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.
| External | Written | https://unifiedcompliance.sharepoint.com/:w:/s/CustomerSuccess/EUxLdYRBm_dPgGIX2TGV0iIBNaY4RsognimpvZdOaCjG0A?e=afA6BI
Current version as of 12/12 - still have a couple of points and questions to clarify. |
Archived OEM Agreement versions - do not use. -TBD | ||||||||||||||||
| ||||||||||||||||||||
Onboarding and Account Configuration Guide | ||||||||||||||||||||
Partner Onboarding Deck How to transition from legacy to new. Additional features and benefits of full CCH license
| External | written | In progress as of 12/3/24 https://support.unifiedcompliance.com/cch-oem-vendor-api-quick-start-guide
| Net New Needed. (will clone Legacy and remove some slides) As of 12/3/24 New (NextGen) OEM Partner - API Quick Start Guide
| ||||||||||||||||
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
| In CCH account 26775 | ||||||||||||||||
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
| New (NextGen) OEM Partner - Set up Steps
| ||||||||||||||||
Sales Enablement Training Teach Partner sales team to sell UC in their product.
| External | written | TBD Q1 2025 | |||||||||||||||||
Partner Marketing
Marketing - Amanda CS - Dorothy Hunt | External | TBD Leverage Amazon info. See Mack etc 12/10/24 | 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) 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 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 | ||||||||||||||||
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 | 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 | Written TBD | 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.
| ||||||||||||||||
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