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- Customer Onboarding
- rts when a new trial signup is confirmed — either via the unicis.tech signup form (Mautic notification) or via a direct outreach that results in a trial account... //erp.unicis.tech|Dolibarr]] and continue nurture via Mautic only. \\//Tool: [[https://erp.unicis.tech|... ked (day 2–3)** — Send a personal welcome message via email (FreeScout) offering a 30-minute onboarding
- EU Project Delivery
- nija assigns the task in OpenProject and notifies via Matrix (#eu-projects channel). \\//Tool: OpenProj... review** — Draft shared with consortium partners via the project's communication channel (email or pro... - **Submission** — Final deliverable submitted via the EU project portal (e.g., PPMI, Funding & Tend... th the project's financial controller and submits via the portal. \\//Tool: [[https://erp.unicis.tech|D
- Invoicing & Billing
- id after 14 days, Predrag sends a manual reminder via FreeScout. If unpaid after 30 days, escalate to a... / email// - **Payment sent** — Commission paid via Wise. Marked in [[https://erp.unicis.tech|Dolibar... / - **Submission** — Financial report submitted via the EU project portal. Confirmation saved in Next
- Partner Onboarding
- formal interest in the Unicis partner programme (via contact form, direct outreach, or referral). ===... . Predrag confirms and begins customer onboarding via the [[pub:processes:customer_onboarding|Customer
- Support Resolution
- s process starts when a support request arrives — via FreeScout (email), Discord (#support), Matrix, or... s are centralised in FreeScout. Requests arriving via Discord or Matrix are copied to FreeScout by Alex
- Core Processes
- ate and what changed - Notify the process owner via [[pub:company/communications#matrixelement|Matrix