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partner-integration-kit Toolkit for coordinating system integrators, OEM partners, and service vendors in manufacturing pursuits.

Partner Integration Kit Skill

When to Use

  • Pursuits requiring multi-party delivery (automation, MES, IoT, safety systems).
  • Onboarding new partners to co-sell or co-deliver solutions.
  • Preparing integration readiness reviews or partner governance cadence.

Framework

  1. Partner Matrix catalog roles (SI, OEM, distributor), competencies, certifications, territories.
  2. Integration Requirements data flows, protocols, safety/regulatory requirements, testing environments.
  3. Joint Value Narrative messaging pillars, proof points, and differentiation with partners.
  4. Enablement & Governance training plans, escalation matrix, release/change management.
  5. Performance Dashboard pipeline contribution, stage progression, delivery KPIs, CSAT.

Templates

  • Partner kickoff deck (roles, deliverables, SLAs).
  • Integration readiness checklist (systems, documentation, test cases).
  • Joint success plan with KPIs, review cadence, risk tracker.

Tips

  • Capture NDAs, data-sharing agreements, and export control docs in the same workspace.
  • Provide sandbox/demo environments to speed partner validations.
  • Pair with build-technical-bid-plan and run-deal-health-review outputs.