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Track O: Partner Ecosystem

Priority: LOW-MEDIUM — Scale via partners Agent: partner-onboarding, ecosystem-mapping Sprint Range: S8-S10 Reference: docs/market/09-go-to-market-strategy.md (partner types, economics)

Status Summary​

Progress: 0% (0/19 tasks)

SectionTitleStatusTasks
O.1Partner Program FoundationPending0/4
O.2Integration MarketplacePending0/7
O.3Developer API & SDKPending0/4
O.4Partner Analytics & OperationsPending0/4

O.1: Partner Program Foundation​

Sprint: S8 | Priority: P1 | Depends On: I.5 Goal: Tiered partner program with onboarding, enablement, and deal registration

  • O.1.1: Design partner tier structure
    • Silver: <5 referrals/yr, 15% fee, basic enablement
    • Gold: 5-15 referrals/yr, 18% fee, co-marketing, dedicated support
    • Platinum: >15 referrals/yr, 20% fee, joint roadmap, early access
  • O.1.2: Build partner onboarding workflow
    • Flow: application → review → approval → training → certification
    • Agreement: electronic partner agreement with revenue share terms
    • Environment: partner environment provisioning
  • O.1.3: Create partner enablement materials
    • Product training: certification program (online, self-paced)
    • Technical: integration training
    • Compliance: domain training (FDA, HIPAA for QMS consultants)
  • O.1.4: Implement deal registration system
    • Registration: lead registration to prevent channel conflict
    • Protection: deal protection (90-day exclusive)
    • Attribution: revenue attribution tracking

O.2: Integration Marketplace​

Sprint: S8-S9 | Priority: P2 | Depends On: C.5, O.1 Goal: App marketplace with certification program and analytics

  • O.2.1: Build marketplace infrastructure
    • Listing: name, description, category, screenshots, pricing
    • Installation: OAuth-based, tenant-scoped permissions
    • Reviews: rating system
  • O.2.2: Create integration categories
    • ERP: SAP, Oracle, NetSuite connectors
    • LIMS: LabWare, STARLIMS connectors
    • CMMS: Maximo, Fiix connectors
    • Communication: Slack, Teams, email
    • Analytics: Tableau, PowerBI
  • O.2.3: Implement integration certification program
    • Review: security, performance, compliance compatibility
    • Badges: Bronze, Silver, Gold certification
    • Recertification: annual requirement
  • O.2.4: Build marketplace analytics
    • Usage: installation counts, active usage, uninstall rates
    • Revenue: share tracking (if paid integrations)
    • Engagement: developer engagement metrics
  • O.2.5: Create integration vendor portal
    • Self-service: vendor registration and listing management
    • Assets: screenshot, video, and documentation upload
    • Analytics: vendor-facing usage analytics dashboard
    • Support: vendor support ticket management
  • O.2.6: Implement integration sandbox environment
    • Provisioning: on-demand sandbox tenant for integration testing
    • Data: seed data with realistic QMS scenarios (WOs, deviations, CAPAs)
    • Validation: automated integration test suite execution
    • Certification: automated pre-certification checks before submission
  • O.2.7: Build integration dependency management
    • Compatibility: version compatibility matrix per integration
    • Breaking changes: automated notification when API changes affect integrations
    • Migration: integration migration guides for major version updates
    • Health: integration health monitoring (error rates, latency, availability)

O.3: Developer API & SDK​

Sprint: S9 | Priority: P2 | Depends On: C.5, F.2 Goal: Developer portal, SDK packages, and developer community

  • O.3.1: Build developer portal
    • Docs: interactive API documentation (try-it-now)
    • SDK downloads: TypeScript, Python
    • Sandbox: development environment
  • O.3.2: Create API partner program
    • Registration: developer registration and API key management
    • Rate limits: usage tiers
    • Webhooks: management console
  • O.3.3: Implement SDK packages
    • TypeScript SDK: typed client for all API endpoints
    • Python SDK: for data science/analytics integrations
    • CLI: admin operations tool
  • O.3.4: Build developer community
    • Forum: developer forum or Discord
    • Samples: sample applications and templates
    • Events: hackathon and innovation challenge program

O.4: Partner Analytics & Operations​

Sprint: S10 | Priority: P2 | Depends On: O.1-O.3 Goal: Partner performance dashboards, payment processing, and co-selling tools

  • O.4.1: Build partner performance dashboard
    • Revenue: attribution, pipeline contribution, deal velocity
    • Tier tracking: qualification monitoring
    • Satisfaction: customer satisfaction from partner-sourced deals
  • O.4.2: Create partner payment processing
    • Commission: calculation per deal
    • Schedule: monthly or quarterly payments
    • Tax: documentation (1099 for US partners)
  • O.4.3: Implement partner relationship management
    • JBR: Joint Business Review scheduling and tracking
    • MDF: Market Development Fund allocation and ROI
    • Surveys: partner satisfaction surveying
  • O.4.4: Build co-selling tools
    • Pipeline: shared visibility
    • Proposals: joint proposal generation
    • Analysis: win/loss by partner involvement

Updated: 2026-02-14 Compliance: CODITECT Track Nomenclature Standard (ADR-054)