CONNECT

PARTNER PORTAL
(For Internal Use ONLY)

QUICK LINKS:

ORDER FORM TEMPLATES


HIGH-LEVEL INFO

PARTNERSHIP OVERVIEW

InterOperate is a Workflow Automation through System Integration focused company
(We do integrations all day, everyday)

We are partnered with the MediaValet team as your outsourced integration partner for any connectors that are not built internally.

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MediaValet and the InterOperate team have been working together in several different capacities for over 7 years, see the latest press release on the "In the Press" section!

COMMUNICATION

Internally we use Slack, the channel #inter-operate-mediavalet is open to everyone for visibility and used for general Q&A

Client specific internal discussions have their own channel.
(See Sales Process step 2 below)

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PRO TIP

Partner Manager Steve Outterbridge can also help answer general partner Q&A directly. Always Slack @mention the necessary people to ensure they get an alert.

CLIENT CALLS

We are always excited to hop on a call with your client to help in any way we can!

Feel free to lean on us for anything from doing a demo, scoping complex needs, or simple Q&A.

Just ask!

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We do not expect you to be an integration expert, thats why we are here to help.

Note that we understand that in some situations with clients, it can be to early in the process to introduce a 3rd party, so feel free to refer to us as your "integration team".

To streamline scheduling, use the direct link below for availability: michael-blakely.com

TYPES OF INTEGRATIONS

Generally speaking, InterOperate can integrate MediaValet with any platform that has an API!

Package options:
Out-of-Box (Aka OOB or OOTB)
Tailored Out-of-Box
Custom Integrations

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Out-of-Box : Comes "as is", pre-packaged integrations.
(No scoping required)

Tailored Out-of-Box: Minor add-on(s) to the OOB
(Minimal Scoping suggested)

Custom: Full end-to-end custom integration that fits the clients unique workflow and use case.
(Scoping required)
^Check our “Technology” Pages to see a list of platforms we work with regularly

SALES PROCESS

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OPPORTUNITY IDENTIFIED

#Always fill out an Opportunity request form first so we can accurately track all the clients we work with together!

Note: We will never reach out to a customer without discussing internally.

(Form can be found at the top of the page under "Quick Links")

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Not sure if its an "opportunity"? These are just for tracking purposes, feel free to fill it out anyways and we can discuss internally.

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SLACK CHANNEL CREATED

We will always create a client-specific slack channel to kick-off discussions internally before ever sending any communications to client

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PRO TIP

Please do not archive a Slack channel, they are continuously needed for reference.

Always @mention the necessary people to ensure they get an alert.

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DEMO / SCOPING CALL

A Scoping call is a great opportunity for us to meet the client to dig into their integration needs, show a demo, and answer any questions.

*Only required for custom integrations

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PRO TIP

Typically a 30-60 minute call scheduled by the clients MediaValet AE/CSM, but not required to be on the call.

To streamline scheduling, use the direct link below for availability: michael-blakely.com

Note that we understand that in some situations with clients, it can be to early in the process to introduce a 3rd party, so feel free to refer to us as your "integration team".

ORDER FORM

All integrations are added as additional line items on MediaValet's standard Order Form.

The line item templates you can paste into your Order Form can be found at the top of the page under "Quick Links".


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Once the client has signed the order form, send the executed copy in the client-specific Slack channel

POST SALES IMPLEMENTATION PROCESS

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SOLD! WHAT NEXT?

New clients will need to go through at minimum 75% of their MediaValet implementation before InterOperate can get started on their integration.

Existing customers that already have their MediaValet implemented can skip to the next step.

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In order for us to be able to set the integration up in the customer's MediaValet instance, the core structure will need to be in place.

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KICK-OFF INTRO

The MediaValet Implementation/CS rep alerts @Victor Vallido in the client-specific Slack channel, then sends the templated introduction email to the customer + CC'ing:
victor@inter-operate.com

(Email template can be found at the top of the page under "Quick Links")

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Victor Vallido is InterOperate's Head of DevOps and takes lead on all client integrations.

Although their may be other Integration Developers involved, Victor will always take lead on client communication.

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IMPLEMENTATION

InterOperate goes to work implementing / building the integration and working directly with the client during this phase.

Followed by testing and always ensuring the client is happy with their integration.



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Common Integration Implementation Process:
Kick off & Use Case Analysis
Integration Workflow Analysis
Integration Mapping
Integration Development
Integration Testing
Integration Validation
Workflow Review
Launch
Handover + Follow Up
Ongoing Support

SUPPORT

We provide top-notch support for all of our MediaValet integrations!

The client is given a support ticket link during the implementation process, and can always communicate directly with us for anything.


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PRO TIP

We pride ourselves on Customer Success and always ensuring the client remains happy.

If at anytime something is not working correctly with their integration, they can submit a Support Ticket and we will remedy ASAP!

But, if they reach out to you for anything support related, feel free to redirect them back to us.

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