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Core Processes

16 Hits, Last modified: 8 days ago

uments 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... d operates across time zones. > 📌 **Rule:** If a process is not documented here, it does not officially ex... dly and it is not here, document it. ---- ===== Process Index ===== ^ Process ^ Owner ^ Status ^ Page ^

Process Template

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====== Process Template ====== //Copy this page when creating a new Core Process. Replace all placeholder text in [brackets].// [... es:start|← Back to Core Processes]] ---- ===== [Process Name] ===== ==== Purpose ==== [Why does this process exist? What problem does it solve? One or two sente

Partner Onboarding

5 Hits, Last modified: 8 days ago

r Onboarding ====== > 🔄 **Status: Draft** — This process is defined but not yet fully operational. billing... ki** — CEO / Visionary ===== Trigger ===== This process starts when a prospective partner expresses forma... ocesses:customer_onboarding|Customer Onboarding]] process, noting the referring partner in [[https://erp.un... unicis.tech|Dolibarr]]// ===== Output ===== The process is complete when: * The Partner Agreement is si

Customer Onboarding

2 Hits, Last modified: 8 days ago

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

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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

Invoicing & Billing

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ki** — CEO / Visionary ===== Trigger ===== This process starts when: (a) a customer subscription is due f... barr]] invoicing for standard subscriptions. This process will be updated at that point. * All financial

Platform Release

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**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

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mmunity & Integrations ===== Trigger ===== This process starts when a support request arrives — via FreeS