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- Customer Onboarding
- a new trial signup is confirmed — either via the unicis.tech signup form (Mautic notification) or via a d... , Matrix// - **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 co... Mautic subscriber record. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Qualification check (day
- Partner Onboarding
- is defined but not yet fully operational. billing.unicis.tech and the partner programme are in development... eller, integration, or referral partners into the Unicis partner programme — from first contact to active,... spective partner expresses formal interest in the Unicis partner programme (via contact form, direct outre... geography, existing customer base, alignment with Unicis ideal customer profile. If qualified, proceed. If
- Invoicing & Billing
- **Status: Draft** — Will be updated when billing.unicis.tech is live. [[pub:processes:start|← Back to Co... g ==== - **Invoice generated** — [[https://erp.unicis.tech|Dolibarr]] generates the recurring invoice a... g reviews before sending. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Invoice sent** — [[https://erp.unicis.tech|Dolibarr]] sends the invoice by email to the
- Platform Release
- e Processes]] ---- ===== Purpose ===== To ship Unicis Platform releases consistently, with clear qualit... an (Code security scanning tool (SAST)) //Tool: Unicis staging environment// - **Release notes drafted... wn Issues, Upgrade Notes. \\//Tool: Sveltia CMS / unicis.tech/admin// - **Tag and release** — Peter crea... rsion is live on the SaaS instance. Checks status.unicis.tech shows no incidents. Verifies Grafana metrics
- EU Project Delivery
- d submits via the portal. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (time tracking), EU project porta... unding & Tenders, PPMI, etc.) * **[[https://erp.unicis.tech|Dolibarr]]** — time tracking for financial r
- Core Processes
- his section documents the Core Processes that run Unicis. A Core Process is a named, repeatable workflow t... umenting processes is not bureaucracy — it is how Unicis delivers consistent quality as the team grows, on