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B2B · resellers, providers, vendorsIllustrative example

Partner onboarding

Document collection, review, and go-live without the weeks of email.

Who it serves

Companies that bring on resellers, providers, or vendors and lose weeks chasing documents and approvals.

  • Web: application steps, document checklist, and review queue
The problem

What goes wrong
without it.

Onboarding a partner means a checklist in someone's head, attachments in three inboxes, and a partner who has no idea where they stand.

What the product would do

  1. A guided application that saves progress and asks only for what applies.
  2. Document collection with expiry tracking and automatic reminders.
  3. A review queue with owners, due dates, and the reasons for each decision.
  4. A partner view of status that makes the 'any update?' email unnecessary.
  5. Credential issuance and a go-live checklist when review completes.

Decided before any screen

  • The states a partner can be in, who can move them, and what evidence each transition requires.
  • Which checks are automated and which must be a person, recorded as such.
  • What the partner sees versus what the reviewer sees, from the same record.
Why it suits the method

Specified once.
Built in parallel.

A workflow with explicit states, documents, and roles. Each stage is a bounded specification; the partner view and the reviewer view are verified against the same transitions.

Want to see this in practice? Let’s discuss your use case and explore relevant products I’ve built.

Start with the problem,
not the proposal.

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