Partner Programs Management

ZINFI’s Partner Programs Management module, a core component of the ONBOARD zone, is a high-density workflow automation engine designed to act as the Single Source of Truth (SSoT) for channel partner nurturing. This SaaS-native application leverages a low-code architecture to solve the complexities of manual partner onboarding and multi-tier program scaling. By implementing automated program flows and task dependencies, the system eliminates administrative friction and accelerates time-to-market for new partners. The platform supports sophisticated metadata-driven configurations for program hierarchies, ensuring a consistent, efficient enablement experience.

Partner Programs Management module

Streamlined Partner Onboarding Flow

Automate and manage every step of your partner onboarding and enablement journey with clarity and control.

Configure program flows by account, contact, or accreditation type.
Track partner progress across levels and tasks in real-time.
Reward partners with badges, benefits, and profile upgrades.

Reduces administrative overhead and accelerates partner onboarding by automating program setup and assignment.

Manage Program Levels and Tasks

Gain complete control over the partner engagement cycle with a detailed, dashboard-based view.

Define a hierarchy of Program Levels and Tasks.
Configure program levels and tasks based on partner type.
Automatically assign and upgrade partners via programs.

Improves operational efficiency by providing a clear, structured framework for partner management.

Clone and Assign Programs

Quickly replicate any existing program to save time and ensure consistency across your channel ecosystem.

Clone a program with all levels, tasks, and completion access.
Assign programs to partners and track their enrollment status.
Ensure program consistency by creating new programs from old ones.

Reduces administrative overhead and accelerates partner onboarding by automating program setup and assignment.

Set Dependencies for Programs

Ensure a structured and sequential process by defining dependencies between program levels and tasks.

Create dependencies between programs to ensure sequential completion.
Set task dependencies so certain tasks must be completed first.
Organize programs and tasks for enhanced collaboration and efficiency.

Increases program completion rates by guiding partners through a logical, step-by-step workflow.

Automate Task Completion

Automatically mark tasks as complete when partners meet predefined requirements, reducing manual updates.

Auto-complete asset tasks when assets are co-branded or approved.
Auto-complete content library tasks when content is viewed or downloaded.
Auto-complete contract tasks when the contract is signed.

Saves administrative time and improves data accuracy by automating progress tracking for key activities.

Review and Manage Partner Progress

Get a detailed view of a partner’s progress and easily manage their sessions.

Change the progress status of any program level or task.
View a summary of an enrolled partner’s program progress.
Access a detailed view of a partner’s progress in a session.

Reduces manual effort and provides an accurate, real-time view of partner engagement and performance.

Frequently Asked Questions

How does ZINFI handle multi-tier partner program hierarchies?

ZINFI allows administrators to define granular program levels and task hierarchies using a logic-driven configuration engine.

Can partner tier upgrades be automated based on task completion?

Yes. The module utilizes automated triggers. Once a partner meets predefined criteria, the system can automatically upgrade their profile status.

Is the platform scalable for organizations with thousands of partners?

Absolutely. The SaaS-native architecture is built for high-concurrency and global scale.

How does the system ensure data integrity when cloning programs?

When a program is cloned, the system replicates the underlying architectural metadata, including task dependencies and access controls.

Can we integrate these programs with third-party CRM or LMS systems?

ZINFI is designed with an API-first approach, allowing for seamless integration with major CRM platforms and SCORM-compliant LMS.

Partner Programs Management