API/Integration Partner Onboarding Guide

Welcome to the Foundation Software API Integration Partner Onboarding Program. This guide covers the full lifecycle for integrating with Foundation Software APIs, from early assessment through ongoing support.

Overview

The onboarding process is divided into seven phases designed to ensure secure, successful integrations.

Onboarding Phases

Phase 1: Commercial Evaluation

During this phase, Foundation Software will gather detailed information about your project and desired usage of its APIs and review it all from both a business and technical perspective to ensure we are in alignment with Foundation's business ecosystem as well as technology and security alignment in the API usage.

Once we work through this phase with you and reviews are completed, we can move forward with your project. Once approved at the business and technical levels, you will be assigned an IT Account Manager that will be your key point person and contact between your team our our team as we help you build out your solution and get it successfully launched into production. The IT Account Manager will be guiding your team through the entire process to help ensure the success of your solution.

Outcomes:

• • ✅ Move forward with available capabilities
• ⚠️ Identify required enhancements or scope changes
• ❌ Decide not to proceed

Phase 2: Provisioning Sandbox & Credentials

In this phase, we will be provisioning a sandbox account for your team to develop against. We will also setup all credentials, including API subscription keys etc. at this time. We will also issue instructions on how to get into our Development Portal to access documentation so you can be getting familiar with the APIs and usage while the sandbox provisioning is taking place.

Outcomes:

• ✅ A dedicated test environment is provisioned for your team, with verified API access.
• ✅ Instructions on how to sign up and access the Development Portal for API reference and usage documentation.

Phase 3: Technical Kick-off Meeting

Once your sandbox and credentials have been setup and verified, the IT Account Manager will schedule a kick-off meeting with our teams, which will include a dedicated Project Manager and Technical Lead assigned to you that are experts on the platform and APIs your solution will be developed against.

Outcomes:

• ✅ Teams are introduced.
• ✅ Lines of communication are established.
• ✅ Solution is reviewed to make sure we're in alignment and a project plan established.
• ✅ You are up and running and able to make calls in your sandbox environment.
• ✅ Ensure the Development Portal is accessible to you and you are directed to the proper API documentation for your solution.
• ✅ Schedule a cadence for on-going developer support meetings to get questions answered and help while developing out your solution.

Phase 4: Developer Support

This will be an ongoing sync up meeting with the teams to go over any unanswered questions or technical issues you may be experiencing, as well as making sure our project plan is on schedule and make any adjustments necessary.

Outcomes:

• ✅ General developer support from our Technical Lead and your developer(s).
• ✅ Project Manager ensures we are on target with the plan, or we make adjustments where necessary.

Phase 5: Testing & Evaluation

Once development of your solution is complete, the assigned Project Manager will schedule a Technical review of your solution. This may be an online meeting with your Technical Lead assigned, and possibly Quality Assurance and/or Security team members from Foundation Software depending on the complexity of the solution and areas the it touches in the underlying system. There may be iterations for this process until our review team passed off the solution to move forward.

Outcomes:

• ✅ Solution reviewed in general by a Foundation team based on the complexity and usage of the APIs in the solution.

Phase 5: Launch & Post-launch Support

Once testing has passed, the IT Account Manager will schedule a launch meeting with team members where we will issue production keys to move your solution to live production. Our teams will be available to help troubleshoot and ensure several successful runs of your API based solution during this phase.

Outcomes:

• ✅ Issue production key(s) to your team and plan the go-live to production.
• ✅ Foundation team will support you during this phase through several live iterations until we all feel its at a stage to transition you to general support.

Phase 6: Support Transition

Your IT Account Manager will schedule a Support Transition meeting to go over the solution and identify any gaps or issues that need to be addressed and make sure you are trained on the general support process, including any change requests going forward. A follow-up meeting will be established on an agreed cadence to check in with you once n a while to make sure your solution is still running as expected, as well as go over any API changes or enhancements that could help you.

Outcomes:

• ✅ Go over any issues or gaps in your solution and make sure issues have been created to get them resolved.
• ✅ Go over the general support process and how it works.
• ✅ Go over change management for APIs.
• ✅ Schedule an on-going meeting cadence to check on your overall solution health and cover any API changes and enhancements that could help you out.

Getting Started

If you have not yet started the onboarding process, contact the WorkMax support team at

• Phone- (844) 967‑5629
• Email- support@WorkMax.com