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Customer Onboarding
24 Hits, Last modified: 8 days ago
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
24 Hits, Last modified: 8 days ago
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
22 Hits, Last modified: 8 days ago
**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
9 Hits, Last modified: 8 days ago
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
2 Hits, Last modified: 8 days ago
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
2 Hits, Last modified: 8 days ago
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