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Governance layer (14 docs): - MASTER_OPERATING_PROMPT.md — operating constitution (five planes, six tracks, policy classes) - docs/ai-operating-model.md — five-plane architecture (Decision/Execution/Trust/Data/Operating) - docs/dealix-six-tracks.md — six strategic tracks (Revenue/Intelligence/Compliance/Expansion/Operations/Trust) - docs/governance/execution-fabric.md — OpenClaw execution plane deep dive - docs/governance/trust-fabric.md — trust plane with contradiction engine + evidence packs - docs/governance/saudi-compliance-and-ai-governance.md — PDPL/ZATCA/SDAIA/NCA live controls - docs/governance/technology-radar-tier1.md — Core/Strong/Pilot/Watch/Hold classification - docs/governance/partnership-os.md — alliance lifecycle management - docs/governance/ma-os.md — M&A corporate development lifecycle - docs/governance/expansion-os.md — geographic and vertical growth - docs/governance/pmi-os.md — post-merger integration framework - docs/governance/executive-board-os.md — executive decision surfaces - docs/execution-matrix-90d-tier1.md — 90-day sprint execution plan - docs/adr/0001-tier1-execution-policy-spikes.md — 8 architectural decisions Backend (3 models, 6 services, 8 API routes): - Contradiction Engine — detect/track system conflicts - Evidence Pack System — tamper-evident audit proof with SHA256 - Saudi Compliance Matrix — live PDPL/ZATCA/SDAIA/NCA controls - Executive Room — unified executive decision surface - Connector Governance — integration health monitoring - Model Routing Dashboard — LLM provider metrics - Forecast Control Center — actual vs forecast across tracks - Approval Center — enhanced approval queue with SLA Frontend (9 components): - Executive Room, Evidence Pack Viewer, Approval Center - Connector Governance Board, Saudi Compliance Dashboard - Actual vs Forecast Dashboard, Risk Heatmap - Policy Violations Board, Partner Pipeline Board Tooling: - scripts/architecture_brief.py — preflight validation (40/40 checks pass) - Updated CLAUDE.md and AGENTS.md with governance references https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
111 lines
3.7 KiB
Markdown
111 lines
3.7 KiB
Markdown
# Partnership OS — Alliance Lifecycle Management
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> **Parent**: [`MASTER_OPERATING_PROMPT.md`](../../MASTER_OPERATING_PROMPT.md)
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> **Plane**: Decision + Execution | **Tracks**: Expansion, Revenue
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> **Version**: 1.0 | **Status**: Canonical
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---
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## Overview
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The Partnership OS manages the full lifecycle of strategic alliances — from scouting to co-sell optimization. Every partnership commitment is a Class B action requiring human approval.
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---
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## Partnership Lifecycle
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```
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SCOUT → EVALUATE → NEGOTIATE → ONBOARD → MANAGE → OPTIMIZE → RENEW/EXIT
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```
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### Phase 1: Scout
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- **Input**: Market signals, ecosystem gaps, customer requests
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- **AI Role**: `ecosystem_mapper.py` identifies potential partners
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- **Output**: Partner prospect list with strategic fit scores
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### Phase 2: Evaluate
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- **Input**: Partner prospect list
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- **AI Role**: `deal_matcher.py` scores strategic fit
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- **Output**: `PartnerFitScoreCard` (structured)
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### Phase 3: Negotiate
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- **Input**: Approved partner candidates
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- **AI Role**: `deal_negotiator.py` drafts term proposals
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- **Human Role**: Reviews and approves terms (Class B)
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- **Output**: Term sheet (versioned)
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### Phase 4: Onboard
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- **Input**: Signed agreement
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- **Execution**: Activation playbooks, system integration, training
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- **Output**: Partner activated in system
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### Phase 5: Manage
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- **Input**: Live partnership
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- **Monitoring**: Partner scorecards, contribution margin, health signals
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- **Output**: Monthly partner performance report
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### Phase 6: Optimize
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- **Input**: Performance data
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- **AI Role**: Co-sell/co-market recommendations
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- **Output**: Optimization playbook
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---
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## Partnership Types
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| Type | Description | Approval Level |
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|------|------------|---------------|
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| Referral | Lead exchange, commission-based | Manager |
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| Distribution | Resale rights, channel partner | Director |
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| Technology | API integration, co-development | VP |
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| Strategic | Joint ventures, co-investment | C-Level |
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| Government | Public sector partnerships | C-Level + Legal |
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---
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## Code Mapping
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| Component | File | Purpose |
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|-----------|------|---------|
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| Ecosystem Mapper | `services/strategic_deals/ecosystem_mapper.py` | Partner discovery |
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| Deal Matcher | `services/strategic_deals/deal_matcher.py` | Fit scoring |
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| Deal Negotiator | `services/strategic_deals/deal_negotiator.py` | Term drafting |
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| Deal Room | `services/strategic_deals/deal_room.py` | Negotiation workspace |
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| Channel Compliance | `services/strategic_deals/channel_compliance.py` | Channel governance |
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| ROI Engine | `services/strategic_deals/roi_engine.py` | Partnership ROI |
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| Strategic Deal Model | `models/strategic_deal.py` | Data model |
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| Strategic Deals API | `api/v1/strategic_deals.py` | API endpoints |
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---
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## Structured Outputs
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- `PartnerFitScoreCard` — strategic alignment, revenue potential, risk assessment
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- `PartnerTermSheet` — economics, obligations, SLAs, exit clauses
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- `PartnerScorecard` — monthly performance, contribution margin, health
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- `PartnerActivationChecklist` — integration steps, training, go-live criteria
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---
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## GCC-Specific Considerations
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| Factor | Requirement |
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|--------|------------|
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| Saudization | Partners must meet Saudization quotas for joint operations |
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| Local partner mandate | Some sectors require Saudi partner (>51% ownership) |
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| CR verification | Commercial Registration must be verified before activation |
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| Arabic agreements | All partnership agreements must be available in Arabic |
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| PDPL data sharing | Data sharing between partners requires PDPL consent |
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---
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## KPIs
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| Metric | Target |
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|--------|--------|
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| Partner-sourced revenue | >15% of total |
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| Time to activate (days) | <30 |
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| Partner satisfaction score | >4.0/5.0 |
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| Co-sell deal conversion | >25% |
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| Partner churn rate | <10% annual |
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