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- Customer Onboarding
- / - **7-day check-in** — Automated Mautic email at day 7: "How is it going?" with link to feedback f... the customer is active (logged in ≥ 3 times, has at least one framework mapped), initiate a conversio... //erp.unicis.tech|Dolibarr]] * The customer has at least one framework mapped in the platform * Th
- EU Project Delivery
- agement ===== Trigger ===== This process starts at the beginning of each active EU project reporting... ===== Steps ===== - **Deliverable mapping** — At the start of each project period (or quarter), Ks... corecard metric]] in OpenProject. Any deliverable at risk goes on the [[pub:company:traction#issues_li
- Platform Release
- a set of features/fixes is ready to ship — either at the end of a planned sprint or when a critical fi... All in-scope PRs reviewed and merged to ''main''. At least one reviewer per PR (Peter or designated re... , PDF, HTML) renders correctly \\ * REST API (at ''/api-docs'') returns correct responses \\ *
- Core Processes
- s if you do not have write access) - Add a note at the bottom of the page with the date and what cha... trix]] so they can review Processes are reviewed at minimum once per year at the Annual Planning Session, and whenever a major tool change affects the wo
- Invoicing & Billing
- Commission ==== - **Commission calculated** — At the end of each month, Predrag reviews partner-re... ndard subscriptions. This process will be updated at that point. * All financial records are confide
- Support Resolution
- ===== > 🔄 **Status: Draft** — Review and approve at next Quarterly Session. [[pub:processes:start|←