Understand
The partner program worked — but it ran by hand. Agreements went back and forth over email, signatures were chased one reminder at a time, and partners, deals and resources lived in spreadsheets and inboxes. It scaled with effort, not with software.
- The audience
- The program admins running onboarding, and the partner organisations — several people per company — signing agreements and managing their own teams.
- The baseline
- Manual onboarding — agreements emailed for signature, deals tracked in a sheet, reminders sent by hand, resources scattered across drives.
- The groundwork
- The program's shape was already clear — partners, agreements, deals, resources. The job was to give it a real, self-serve system, not to invent the process.