Artifact | Responsbility | Audience | Type |
|---|---|---|---|
Pre-Agreement Documentation & Initial Outreach | |||
OEM Program Overview One-page or webpage summary covering program benefits, features, and partnership terms. | Marketing & Sales | External | Written |
Sales Guide: Talking points, pricing, and benefits specifically for OEM ISVs. | Sales | Internal | written |
Standard OEM Agreement A legal template with clear licensing terms, updated by the legal team. | Legal | External | Written |
Initial Document Setup List of starting Authority Documents (IDs, names) for each ISV, referenced in the OEM agreement. | Customer Success & Sales | Internal | written |
Onboarding and Account Configuration Guide | |||
Account & Subscription Setup Guide Step-by-step guide for creating and configuring OEM vendor accounts within UC’s systems (CCH or other systems), detailing the process for Sales and Dev. | Sales Operations & Customer Success | Internal | Visual & Written |
Federated Data License Setup Instructions for assigning Federated Data Licenses within the OEM account, defining access permissions and entitlements. | Product Management & Customer Success | Internal | Written |
API Key Provisioning and Documentation Step-by-step guide for generating API keys. | Development & Support | External | Written |
Account and Subscription Management Flowchart Visual documentation outlining the lifecycle from new account creation through renewal, including roles and system interactions. | Product Management | Internal | Visual |
Entitlement overview Define data types each ISV can access, like Authority Documents, Citations, Tagged Mandates, and Common Controls. | Customer Success & Product Management | External | Written |
Sample Customer Journey for API Access Simple outline for an ISV customer’s end-to-end experience, covering account setup, API key access, and documentation handoffs. | Customer Success & Product Management | External | Visual |
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. | Development & Product Management | External | Visual & Written |
FAQs Commonly asked questions to guide OEM partner’s through their journey. | Customer Support & Product Management | External | Written |
Billing, Invoicing, and Reporting | |||
Financial Reporting and Invoicing Guide Template and instructions for billing, invoicing, and financial reporting, tailored for OEM ISV partners. | Finance & Sales Operations | External | Written |
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. | Customer Success & Product Management * Sales | Internal | Visual & Written |
General
Content
Integrations