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- Customer Onboarding
- trial signup is confirmed — either via the unicis.tech signup form (Mautic notification) or via a direct... x// - **Account created in [[https://erp.unicis.tech|Dolibarr]]** — Create a new third-party (Tiers) record in [[https://erp.unicis.tech|Dolibarr]] for the organisation. Link the contact... subscriber record. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Qualification check (day 1–2)*
- Invoicing & Billing
- us: Draft** — Will be updated when billing.unicis.tech is live. [[pub:processes:start|← Back to Core Pr... - **Invoice generated** — [[https://erp.unicis.tech|Dolibarr]] generates the recurring invoice automa... ws before sending. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Invoice sent** — [[https://erp.unicis.tech|Dolibarr]] sends the invoice by email to the cust
- Partner Onboarding
- ned but not yet fully operational. billing.unicis.tech and the partner programme are in development. Upd... a polite decline. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (CRM record)// - **Discovery call** ... tegration needs. \\//Tool: [[https://cloud.unicis.tech|Nextcloud Talk]], Nextcloud Calendar// - **Part... standard Partner Agreement ([[https://erp.unicis.tech|Dolibarr]] document template). Agreement covers:
- Platform Release
- es, Upgrade Notes. \\//Tool: Sveltia CMS / unicis.tech/admin// - **Tag and release** — Peter creates t... s live on the SaaS instance. Checks status.unicis.tech shows no incidents. Verifies Grafana metrics are nominal. \\//Tool: status.unicis.tech, Grafana// - **Release blog post published** — ... Predrag publishes the release blog post on unicis.tech. Post follows the [[pub:company/communications#wr
- EU Project Delivery
- ts via the portal. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (time tracking), EU project portal// ... & Tenders, PPMI, etc.) * **[[https://erp.unicis.tech|Dolibarr]]** — time tracking for financial report