OEM Program
- Vicki McEwen
- Dorothy Hunt
Artifact | Audience | Type | Status, Link/Location |
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Legacy | New |
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Pre-Agreement Documentation & Initial Outreach |
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Sales Brief
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 |
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Solution Brief OEM Program Overview (outgoing UC Sales guide to partners). One-page or webpage summary covering program benefits, features, and partnership terms.
Isn’t needed for partners in flight, for new clients | External | Written | Needs updating As of 12/3/24 Jody is updating | Needs updating As of 12/3/24 Jody is updating |
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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.
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 |
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Standard OEM Agreement A legal template with clear licensing terms, updated by the legal team.
| External | Written |
 Current version as of 12/12 - still have a couple of points and questions to clarify. | Completed  Archived OEM Agreement versions - do not use. -TBD |
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Federated Data License |
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Onboarding and Account Configuration Guide |
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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 CCH OEM Partners API Quick Start Guide Needs REview | Net New Needed. (will clone Legacy and remove some slides) As of 12/3/24 New (NextGen) OEM Partner - API Quick Start Guide In Progress |
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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 Updating | In CCH account 26775 |
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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 Needs Trial
| New (NextGen) OEM Partner - Set up Steps Needs Trial |
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Sales Enablement Training Teach Partner sales team to sell UC in their product.
| External | written |
| TBD Q1 2025 |
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Partner Marketing
Marketing - @Amanda CS - @Dorothy Hunt | External |
| TBD Leverage Amazon info. See Mack etc 12/10/24 https://unifiedcompliance.atlassian.net/wiki/spaces/MAS/pages/2650898433 | TBD Leverage Amazon info. See Mack etc 12/10/24 |
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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 | New (NextGen) OEM Partner - API Quick Start Guide Support Article in creation as of 12/3/24 |
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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 |
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FAQs Commonly asked questions to guide OEM partners through their journey.
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| 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 |
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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 |
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Billing, Invoicing, and Reporting |
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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 |
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Cross-Functional Collaboration and Handoff Processes |
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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 |
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Success Stories |
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Public Partner References CS - @Dorothy Hunt Marketing - @Amanda |
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Potential Additional Prerequisites |
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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?
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| Internal | Written | No Change | Template in hubspot. 
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Content Providers
Resources
ContentProviderDistribution.pptx
PlantUML - https://UCFNextgen.ai/public/plantuml/956
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Content Provider agreement template (signed with redistribution rights and compensation requirements) |
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Content Provider subscription plan/add-on set up. |
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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. |
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Content Provider entitlement set up in our backend for entitlement verification which ISVs and customer accounts are entitled to receive redistributed Content Provider content. |
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Content Provider renumeration based on subscription content usage. |
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Content Provider usage reporting by subscription plan with associated accounts, by AD with associated accounts and by Accounts with associated ADs. |
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Resources:
https://unifiedcompliance.atlassian.net/wiki/spaces/MAS/pages/2465267730
https://unifiedcompliance.atlassian.net/wiki/spaces/MAS/pages/2650898433
- template
- UC official as of 12/4/24 (needs to be put up on UC site)
Legacy
