Solutions Partner Credentials

About Credentials

A credential is something that you earn from Mochadocs, such as a certification or accreditation, that validates a certain area and level of expertise.

Individuals earn certifications, while organizations can earn both certifications and accreditations. Any qualified individual can earn a certification, and today an organization must be a Mochadocs solutions partner in good standing in order to apply for accreditation.

When we know what expert knowledge and skills you or your organization has, we can better connect you with the right customers through our matching programs, like the new programs we’re piloting like Partner Scaled Onboarding.

What is a Certification?

Mochadocs - Contract Data Management - Graduation Hat Mochadocs Icon

Mochadocs certifications are for individuals and tell the market what type of knowledge a person has.

Individuals must take training and pass an assessment to demonstrate that they have learned the relevant material to a high degree of proficiency.

We have generally available certifications, as well as ones available for partners and providers only.

What is an Accreditation?

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Mochadocs accreditations are for solutions partner organizations that support the success of Mochadocs customers at the highest levels of quality, service, and strategic insight.

Organizations must demonstrate that they have the expertise, capacity, and practical experience needed to serve customers with complex technical and business needs.

Accreditations are more rigorous than certifications — they have a set of prerequisites and often require practical application, like a role play exercise.

	Discription	Status
Mochadocs Onboarding Accreditation	Accredited partners have proven experience successfully onboarding new customers on our Mochadocs Team and Enterprise products.	Closed Next application window opens February 23, 2024
Mochadocs CLM Implementation Accreditation	Accredited partners have proven experience successfully delivering large scale, complex implementations of the Mochadocs CLM platform	Closed Next application window opens February 23, 2023
Mochadocs Custom Integration Accreditation	Accredited partners have proven experience successfully extending the Mochadocs CLM platform through integrations and custom development	Closed Next application window TBA
Mochadocs Platform Enablement Accreditation	Accredited partners have proven experience driving high user adoption rates through customized training and change management engagements	Closed Next application window TBA
Mochadocs Data Migration Accreditation	Accredited partners have proven experience migrating data from legacy CLM platform(s) to Mochadocs.	Closed Next application window TBA
Mochadocs Solutions Architecture Design Accreditation	Accredited partners have experience designing, configuring, and customizing complex and innovative solutions to solve advanced customer use cases across Mochadoccs's CLM platform suite.	Closed Next application window TBA
Mochadocs Customer Training Accreditation	Partners are accredited to deliver Mochadocs customer training.	Closed Next application window TBA

Which Accreditation is right for you?

With four unique accreditations it can sometimes be difficult to understand which one is the best fit for your organization. Since Accreditations are about validating a partner's experience with a specific type of customer or type of engagement, we recommend using the following guidelines to determine where it makes sense for you to focus your efforts.

	Skills/differentiators	CLM Implementation	Onboarding	Platform Enablement	Custome Integration
Customer Lifecycle Stage	pre-sale/sale, handoff, discovery, implementation, onboarding, go-live/support	All pre-sale through go-live	Onboarding	Live	Live
Ideal Customer Size		300+ Contract Creation users, 30+ Contract management Full users from at least two different departments	n/a	Team 20+ full users	n/a
Communication	stakeholder management, relationships, rapport-building	Moderate Importance	Moderate Importance	High Importance	Less Importance
Strategy & Planning	long-term success planning, preparing for scale	High Importance	Less Importance	Moderate Importance	Less Importance
Process & Change Management	defining & streamlining CLM processes, automating workstreams	High Importance	Moderate Importance	Moderate Importance	Moderate Importance
Training & Adoption	tailored enablement, front-end user adoption	Moderate Importance	High Importance	High Importance	Less Importance
Data & Architecture	migration, integration options, product expertise	High Importance	Moderate Importance	Less Importance	High Importance
Custom Development	custom integrations, APIs, web app development	Less Importance	Less Importance	Less Importance	High Importance

Accreditation Office Hours

Accreditation Office Hours is a virtual event dedicated to helping Mochadocs Solutions Partners understand how to validate their advanced expertise and sophisticated skills through getting accredited.

Join Mochadoccers from the Academy team, Customer Success team, and Partner team to learn about the different accreditations offered, understand what it takes to get accredited, and review the application process.

During Accreditation Office Hours, you can expect to:

Learn the difference between accreditations and certifications
Get an understanding of each available accreditation
Review criteria requirements and gain access to prerequisite checklists
Gain knowledge about the accreditation process
Understand benefits of being an accredited partners
Have time to ask questions and get them answered live

How to Become a Solutions Partner?

Accreditation Campfire Chats

Accreditation Campfire Chats is a virtual event dedicated to helping Mochadocs Solutions Partners by provid ing clarity on specific accreditations.

Join Mochadocs SMEs to dive into specific accreditation details. During Campfire Chats you can expect to:

Understand the ideal customer profile
Learn how to put together a compelling submission
Gain knowledge about what our judges want to see in your submissions
Have time to ask questions and get them answered live

Prerequisites

Make sure your organization has all of the certifications needed to apply.

The list of accreditation prerequisite certifications represents the standard list of certifications a solutions partner must achieve if they wish to apply for an accreditation. These certifications validate the baseline knowledge and foundational skills solutions partners need to own in order to be qualified candidates for the accreditation process.

Before applying, partners should verify that they have at least 3 certified users for each of the prerequisite certifications, selected from a team of no more than 5 people.
For accreditation specific prerequisites, we require 2x certifications awarded across a team of up to 5 people.
Be an approved Mochadocs Solutions Partner in good standing with Mochadocs

How can a Solutions Partner become accredited?

To apply for accreditation, your team must first be at the Platinum, Diamond, or Elite tiers. They must also review the coursework and casework requirements before submitting their application. Check out the links below to learn more:

Mochadocs Onboarding Accreditation
Mochadocs CRM Implementation Accreditation
Mochadocs Custom Integration Accreditation
Mochadocs Platform Enablement Accreditation

How does the dealine for the application process work?

The deadline provided for each accreditation refers to the first round of the application process. We won’t accept any new applications after the window closes but will continue to process applications that were submitted on-time. All partners who apply by the deadline will receive a final decision within approximately 60 days.

What if my organization doen't have enough people to meet the certification requirements?

Each Accreditation requirements are determined based on an in-depth capacity and capability modeling to ensure the highest standards of service delivery.

For instance, when working with upmarket or enterprise-level customers, we would expect to see a team managing their implementation or onboarding processes just to handle the scope and complexity appropriately.

How do the prereuisites work?

The certification prerequisites must be met by a group of 1-5 people at the partner organization. You can divide the prerequisites among this group to meet the total requirements, but please be sure to not include more than 5 individuals. Here are some examples of how you can split the prereqs among your team:

Persons 1, 2, and 3 complete the Contract Creation Implementation certification
Persons 3, 4,and 5 complete the Contract Signing and Authorization Implementation certification
Persons 2, 3, and 5 complete the Contract Management certification

Does becoming accredited mean my company will automatically be included in matching programs?

No. While accreditations and other credentials (tier, certifications) each have their own inherent benefits, like differentiation in the marketplace, becoming accredited doesn’t mean you’ll automatically be included in matching programs. Instead, partners are invited to participate in matching programs on a case-by-case basis.

What regions will these accreditations be available in?

Accreditations are available in English to partners regardless of region.

Please note: Applications and any supporting documents must be submitted in English to be considered.

What languages will accreditations be available in?

Accreditations are available in English to partners regardless of region.

We applied for the accreditation previously and didn't pass. When can we re-apply?

Partners who applied but didn’t receive an accreditation during the an certain year application window may reapply during any next year window.

What happens if my company downtiers?

You must be at the Platinum, Diamond, or Elite tiers to apply for and receive an accreditation. Our team will reach out with next steps if you downtier from Platinum after receiving the accreditation.

How long does it takes to apply for an accreditation?

The learning path site estimates that it takes approximately 30-35 hours to complete the prerequisites if you haven’t yet completed any of the certifications prior to applying.

If you’ve already completed a certification, you can subtract the total number of hours it took to complete from the estimated 35. Check out the website linked above to learn how many hours each certification is estimated to take.

Please note: Because we ask for artifacts that you should’ve already produced for customer engagements, it's our hope that it will take you less time to assemble. For example, you may only need to tweak an existing project plan or integration doc to include the required data points (size of company, etc.).

Are Solutions Providers eligible to apply for accreditations?

No. At this time, solutions providers aren’t eligible to apply or participate in accreditations.

Please note: The Mochadocs Solutions Partner Program has two levels: solutions provider and solutions partner. Be sure to use these links to learn more about each

What if we acquire another accredited Solutions Partner? Do we share accreditations?

If a partner fully acquires another partner and becomes a single brand entity, all accreditations will be granted to the acquiring company.

If a partner is only a fiscal partner (acquired but separate entities maintained), then individual partner entities retain their accreditations but none are shared.