Partner Onboarding and Training¶
This document explains how to onboard a new partner to the ConnectSoft Partner Program. It is written for ConnectSoft team members onboarding partners and for partners going through onboarding.
Partner onboarding ensures partners understand ConnectSoft products, processes, and standards. Effective onboarding sets partners up for success and ensures quality delivery.
Important
Onboarding is critical for partner success. Invest time in thorough onboarding to ensure partners understand Factory, platforms, and ConnectSoft standards.
Onboarding Phases¶
Phase 1: Introduction¶
Duration: 1 week
Activities: - Initial partner meeting - ConnectSoft overview presentation - Partner program introduction - NDA and agreement signing
Deliverables: - Signed NDA - Signed partner agreement - Partner profile created
Phase 2: Sandbox Access¶
Duration: 2-3 weeks
Activities: - Sandbox environment setup - Factory access configuration - Platform tenant provisioning - Initial training modules
Deliverables: - Sandbox access granted - Factory access configured - Platform tenants provisioned - Training modules completed
Phase 3: First Project¶
Duration: 4-8 weeks
Activities: - First joint project identified - Project kickoff and planning - Factory run execution - Platform integration - Project review and feedback
Deliverables: - First project completed - Quality standards validated - Feedback and improvements - Certification eligibility
Phase 4: Certification¶
Duration: 1-2 weeks
Activities: - Certification assessment - Quality review - Certification exam - Certification granted
Deliverables: - Partner certification - Certified partner status - Enhanced access and benefits
Required Training Modules¶
| Module | Content | Duration/Format | Required For |
|---|---|---|---|
| Factory Overview | Factory capabilities, agents, execution flow | 2 hours / Online | All partners |
| Templates & Libraries | Microservice template, ConnectSoft.Extensions.* libraries | 3 hours / Online + Hands-on | Implementation partners |
| Platforms | Identity, Audit, Config, Bot platforms | 4 hours / Online + Hands-on | Platform specialists |
| Architecture Patterns | Clean Architecture, DDD, event-driven | 2 hours / Online | All partners |
| Delivery Standards | Quality standards, testing, CI/CD | 2 hours / Online | All partners |
| Documentation & Processes | Documentation style, ADR/BDR process | 1 hour / Online | All partners |
Training Format¶
Online Training: - Self-paced video modules - Interactive exercises - Quizzes and assessments - Certificate of completion
Hands-On Training: - Live workshops - Sandbox exercises - Real project practice - Mentor support
See: Getting Started with Factory for Factory training.
See: Getting Started with Platforms for platform training.
Access and Environment Setup¶
Sandbox Environments¶
Factory Sandbox: - Isolated Factory instance - Test Azure DevOps project - Sample templates and libraries - Training exercises
Platform Sandboxes: - Identity Platform test tenant - Audit Platform test tenant - Config Platform test tenant - Bot Platform test tenant (if applicable)
Repository Access¶
Access Levels: - Public Repos - Open source templates and libraries - Partner Repos - Partner-specific repositories - Documentation - Full documentation access
Access Management: - Azure DevOps access configured - GitHub access (if applicable) - Documentation site access - Support portal access
Communication Channels¶
Channels: - Slack - Partner Slack workspace - Email - Partner email distribution list - Meetings - Regular partner meetings - Support Portal - Partner support portal
First Joint Project¶
Project Selection¶
Ideal First Project: - Small to medium complexity - Clear requirements - 4-8 week timeline - Low risk, high learning value
Project Support¶
ConnectSoft Support: - Architecture review and guidance - Factory run support - Platform integration support - Quality review and feedback
Partner Responsibilities: - Project management - Requirements gathering - Factory run execution - Code delivery and testing
Success Criteria¶
Project Success: - [ ] Project delivered on time - [ ] Quality standards met - [ ] Customer satisfaction achieved - [ ] Learnings captured - [ ] Certification eligibility confirmed
See: Partner Playbook - Factory Projects for project guidance.
Related Documents¶
- Partner Program Overview - Partner program overview
- Partner Program Levels - Partner levels
- Delivery Standards and Quality Control - Quality standards
- Partner Playbook - Factory Projects - Factory project guidance
- Getting Started with Factory - Factory training
- Getting Started with Platforms - Platform training