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In this article, we have explained in details that what are the procedures or steps of onboarding the partner to the Su
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Partners Guide to Onboarding Success with Su The Su team is dedicated to providing PMS partners with seamless connectivity and complete transparency. To ensure a smooth and successful onboarding experience, we have developed an overview of the Su Onboarding process. This process offers a clear understanding of what partners can expect and how they can benefit from our platform. From integration setup to comprehensive training, our aim is to guide partners every step of the way, fostering strong connections and enabling efficient operations. With a focus on connectivity and transparency, we are committed to supporting our PMS partners throughout their onboarding journey.
1. Agreement signed Once the Agreement has been signed and approved. The PMS partner will be introduced to their dedicated Account Manager who will serve as the main point of contact for any queries, assistance, or further information. The Account Manager will provide ongoing support throughout the partnership and ensure effective communication between the PMS partner and our organization. 2. Sandbox access is given to PMS Partner After the agreement has been signed, the PMS partner’s request for a Sandbox environment will be promptly initiated to facilitate development and testing activities. The Sandbox environment will provide a controlled and secure space for the PMS partner to experiment, explore, and validate their integration with Su. This dedicated environment will enable the PMS partner to thoroughly test their solutions and ensure seamless compatibility before moving to the production environment. 3. PMS Partner ready for certification Once the PMS partner is ready to initiate the certification process, they will notify the Su Support team to begin the certification process, which consists of two stages.
4. Certification – review and acceptance by Su support team During the first stage, the PMS partner will undergo a thorough evaluation and testing of their integration to ensure compliance with the required standards and specifications. Upon successful completion of the first stage, the certification process will proceed to the second stage, which involves a comprehensive review and validation of the PMS partner’s solution, including any necessary adjustments or enhancements. The Su team will closely collaborate with the PMS partner throughout both stages of the certification process to provide guidance, address any queries, and ensure a smooth and successful certification experience. Stage 1:- The Test Case Sheet is sent to the PMS Partner ➔ PMS partner has to Fill in and send back the “Test Cases Sheet” once they have completed the development ➔ Su team checks the test case sheet and if all is in order a certification call is scheduled ➔ If there are several areas the Su support team highlight as undertaken by the PMS partner and reviewed again by the support team. “need further work”. These are to be Stage 2:- Once all is in order with Stage 1 a certification call will be scheduled The following will be checked during the certification call: ➔ Availability, rates and restriction flow from the PMS ➔ Booking flow from Su to the PMS ➔ Inventory rollback after the booking is posted ➔ Notification of the booking 5. Certification LIVE Once the Su Support team is satisfied that all requirements have been met and everything is in order, they will proceed to certify the PMS partner. The certification process ensures that the PMS partner’s integration meets the necessary standards and specifications. Upon successful certification, the Support team will initiate the production process, enabling the Partner to begin utilizing the integrated systems and services in a live environment. This marks the transition from testing and development to the actual implementation and operational phase.
6. Setup Production Upon the successful certification call, the PMS partner will be provided with the necessary production credentials. These credentials will grant the PMS partner access to the production environment and enable them to utilize the integrated systems effectively. 7. Partner Training with Su Team The Su Support team will schedule a call with the PMS partner to provide them with comprehensive training. During this scheduled call, the Support team will deliver detailed instructions, guidance, and demonstrations to ensure the PMS partner gains a thorough understanding of the integrated systems and their functionalities. The training session will cover various aspects, including system navigation, feature utilization, troubleshooting, and best practices. The aim is to empower the PMS partner with the knowledge and skills necessary to effectively utilize the integrated systems and maximize their benefits. 8. Go LIVE Once the PMS partner goes live, they can immediately start adding properties to the system. They can input all the necessary information and details of their properties, allowing them to effectively manage and showcase their inventory and distribution within the integrated systems. It is important to note that billing for the PMS partner will commence once they successfully map their first OTA to Su. Once the integration between the PMS partner and the OTA is established and operational, the billing cycle will begin, and the PMS partner will be charged accordingly for the services provided.