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  • Customer Onboarding
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Core Processes
30 Hits, Last modified: 8 days ago
====== Core Processes ====== This section documents the Core Processes that run Unicis. A Core Process is a named, repeatable workflow that produces a consistent result. Every process has a single owner, a clear set of steps, and a l
Process Template
16 Hits, Last modified: 8 days ago
====== Process Template ====== //Copy this page when creating a new Core Process. Replace all placeholder text in [brackets].// [[pub:processes:start|← Back to Core Processes]] ---- ===== [Process Name] ===== ==== Purpose ==== [Why does this pr
Partner Onboarding
12 Hits, Last modified: 8 days ago
r Onboarding ====== > 🔄 **Status: Draft** — This process is defined but not yet fully operational. billing... page when the partner programme launches. [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To onboard new reseller, integration, or re... ki** — CEO / Visionary ===== Trigger ===== This process starts when a prospective partner expresses forma
Invoicing & Billing
8 Hits, Last modified: 8 days ago
updated when billing.unicis.tech is live. [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To issue invoices accurately, collect payme... ki** — CEO / Visionary ===== Trigger ===== This process starts when: (a) a customer subscription is due f... cking, financial reporting * **Wise** — payment processing and transfers * **FreeScout** — overdue foll
Customer Onboarding
7 Hits, Last modified: 8 days ago
====== Customer Onboarding ====== [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To take a new trial signup from first conta... ki** — CEO / Visionary ===== Trigger ===== This process starts when a new trial signup is confirmed — eit... /Tool: Matrix, Discord// ===== Output ===== The process is complete when: * The customer has an active
EU Project Delivery
7 Hits, Last modified: 8 days ago
====== EU Project Delivery ====== [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To deliver EU-funded project obligations (d... EU Projects Management ===== Trigger ===== This process starts at the beginning of each active EU project... ng), EU project portal// ===== Output ===== The process is complete when: * The deliverable is submitte
Platform Release
7 Hits, Last modified: 8 days ago
====== Platform Release ====== [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To ship Unicis Platform releases consistent... **Peter Zlatev** — CTO ===== Trigger ===== This process starts when the team agrees a set of features/fix... list. \\//Tool: Mautic// ===== Output ===== The process is complete when: * The GitHub release is tagge
Support Resolution
6 Hits, Last modified: 8 days ago
iew and approve at next Quarterly Session. [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To resolve customer and community support r... mmunity & Integrations ===== Trigger ===== This process starts when a support request arrives — via FreeS... Initial draft | Predrag Tasevski | ---- [[pub:processes:start|← Back to Core Processes]] {{tag>process