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- Customer Onboarding
- p.unicis.tech|Dolibarr]], Mautic// - **Welcome call booked (day 2–3)** — Send a personal welcome mess... mail (FreeScout) offering a 30-minute onboarding call. Use the Unicis Nextcloud Calendar link for sched... FreeScout, Nextcloud Calendar// - **Onboarding call (day 3–7)** — 30-minute call via Jitsi. Cover: their primary compliance need, which framework to start
- Partner Onboarding
- s.tech|Dolibarr]] (CRM record)// - **Discovery call** — 30-minute call to understand the partner's business, expected deal volume, and integration needs. ... - **Onboarding briefing** — 60-minute onboarding call covering: platform demo, pricing and commission m... s signed and stored * The partner has access to all necessary tools and documentation * The partner
- Invoicing & Billing
- libarr]] generates the recurring invoice automatically on the billing date (monthly or annual). Predrag... . This process will be updated at that point. * All financial records are confidential. Store only in
- Platform Release
- 0''). \\//Tool: GitHub// - **Feature freeze** — All in-scope PRs must be submitted. No new features a... \\//Tool: GitHub// - **Code review & merge** — All in-scope PRs reviewed and merged to ''main''. At
- EU Project Delivery
- of each project period (or quarter), Ksenija maps all upcoming deliverables and milestones into OpenPro
- Process Template
- is page when creating a new Core Process. Replace all placeholder text in [brackets].// [[pub:processe
- Core Processes
- process is not documented here, it does not officially exist. If you are doing something repeatedly and
- Support Resolution
- ues. ===== Steps ===== - **Ticket created** — All support requests are centralised in FreeScout. Re