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Core Processes
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of the tools involved. Documenting processes is not bureaucracy — it is how Unicis delivers consisten... across time zones. > 📌 **Rule:** If a process is not documented here, it does not officially exist. If you are doing something repeatedly and it is not here, document it. ---- ===== Process Index ===
Platform Release
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/Tool: Unicis staging environment// - **Release notes drafted** — Predrag drafts release notes in Markdown (Sveltia CMS). Structure: summary paragraph, What's New, Bug Fixes, Known Issues, Upgrade Notes. \\//Tool: Sveltia CMS / unicis.tech/admin// ... '), publishes the GitHub Release with the release notes, and triggers the deployment pipeline. \\//Tool
Customer Onboarding
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— either via the unicis.tech signup form (Mautic notification) or via a direct outreach that results i... email with getting-started link. Predrag receives notification in Matrix (#sales channel). \\//Tool: Ma... ng_strategy|Ideal Customer Profile]], proceed. If not, note in [[https://erp.unicis.tech|Dolibarr]] and continue nurture via Mautic only. \\//Tool: [[https:
EU Project Delivery
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nder, Ksenija assigns the task in OpenProject and notifies via Matrix (#eu-projects channel). \\//Tool:... e in OpenProject and updates the project tracker. Notifies Predrag for financial/reporting records if t... le when projects are added or completed.// ===== Notes / Exceptions ===== * **Confidential delivera... Store these in a restricted Nextcloud folder; do not publish publicly. * **Platform deliverables:**
Partner Onboarding
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🔄 **Status: Draft** — This process is defined but not yet fully operational. billing.unicis.tech and th... ideal customer profile. If qualified, proceed. If not, send a polite decline. \\//Tool: [[https://erp.u... ustomer_onboarding|Customer Onboarding]] process, noting the referring partner in [[https://erp.unicis.... **Decap CMS** — website partner directory ===== Notes / Exceptions ===== * This process will be si
Process Template
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producing the right result consistently. They are not necessarily the person who executes every step. ... me] — [what it is used for in this process] ==== Notes / Exceptions ==== [Any edge cases, exceptions,
Support Resolution
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rsation. GitHub Issues that are support requests (not bug reports) are also logged. \\//Tool: FreeScout... ugs: Peter reviews and schedules a fix. Alexander notifies the customer of the expected fix timeline. \
Invoicing & Billing
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ect portal** — grant financial submissions ===== Notes / Exceptions ===== * Once billing.unicis.tec