RB
ROIBASE.

PARTNERSHIP ENGINEERING

Technology Stack & Partnership

Google Premier, Meta Business, Shopify Plus, Klaviyo Master Elite, Algolia, Coveo, Braze, Segment, Contentful, Amplitude, commercetools; we align your stack to growth through stack audits + RFP/POC + migration + partnership governance.

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A partnership is not a badge; it's the engineering of early roadmap access, SLA and real ROI.

Roibase turns technology partnerships into the output of an audit: doubly certified experts per platform, RFP + POC + migration playbook, revenue-share transparency and QBR discipline; instead of single-vendor dependence, we build an ROI-first composable stack. The result: less license waste, faster beta access, direct partner-manager escalation and measurable net annual savings.

Roibase perspective

METHODOLOGY

Audit -> Benchmark -> Select -> Migrate -> Activate -> Govern

Every platform decision starts with an audit, becomes objective through benchmarking, and is sustained through governance.

01

01

AUDIT

Current stack inventory; license + utilization + ROI + overlap + security exposure + vendor dependence are mapped.

02

02

BENCHMARK

RFP + 4-6 week POC + weighted scorecard for candidate vendors; price, features, APIs, SLA, roadmap, community and ROI are compared.

03

03

SELECT

Steering committee approval, TCO + risk-adjusted NPV model, contract negotiation (SLA + data portability + exit clause + revenue-share transparency).

04

04

MIGRATE

Dual-run strategy, data migration (ETL + reconciliation), process + team training, risk matrix, rollback plan; phased cutover.

05

05

ACTIVATE

Partner-manager kickoff, beta-program access, ticket + SLA onboarding, joint go-to-market, team certification; go-live + stabilization.

06

06

GOVERN

Quarterly QBR, certification matrix refresh, new feature adoption, tier upgrades, annual stack audit; continuous consolidation.

— COMPARISON

Solo agency vs certified partner vs Roibase partnership network

How the three approaches compare on access, speed, cost and governance.

DimensionSolo agencySingle-platform certified partnerRoibase partnership network
Platform access levelStandard portalPartner manager on a single platformPremier/Elite on 6+ platforms + direct escalation
Beta-program participationNoneActive on a single platformGoogle/Meta/Shopify/Klaviyo/Algolia betas in parallel
Objectivity in stack selectionPersonal preferenceRecommends their partner productRFP + POC + weighted scorecard + transparent revenue share
Certification depthMixed1-2 certifications14 active certifications + two experts per platform
Migration experienceSmall casesToward their own partner product40+ cases in multiple directions (Shopify/BC/SFCC/commercetools)
SLA + escalationTicket portalPartner SLAPartner manager + internal SLA + Slack Connect
Governance + QBRAd hoc meetingsSingle-platform QBRMonthly stack review + quarterly partnership QBR
Total annual stack costHigh + overlappingMedium + single-vendor lock-in−22% consolidated + guaranteed exit plan

PROOF

Outcomes, measured

14
Active certifications

In the Roibase team — two experts per platform; continuous renewal discipline.

40+
Migration cases

Shopify Plus, BigCommerce, SFCC, commercetools, Saleor transitions completed in the last 24 months.

−22%
Stack cost savings

SaaS + licenses + overlaps consolidated after the audit; 12-month average.

6+
Premier / Elite tiers

Google Premier, Meta Business, Shopify Plus, Klaviyo Master Elite, Algolia, Coveo.

3x speed
Beta access

Average head start on features via partner programs before public launch.

0%
Hidden commission

All revenue shares + rebates are disclosed to the client in writing; ROI preference never shifts.

WHAT WE DO

Engagement scope

Every offering is an outcome-based work package. Roibase blends strategy and execution inside a single team — no hand-offs.

01 / 10

Google Premier Partner — Ads + GMP suite

Google Ads + GA4 + CM360 + DV360 + SA360 + GMP suite; beta-program priority, partner-manager escalation channel, annual awards programs, Google Marketing Live early briefings.

02 / 10

Meta Business Partner — Advantage+ ecosystem

Advantage+ Shopping, CAPI, Marketing API, Conversions API, Business Manager + Commerce Manager; direct partner-manager channel and beta pilot selection.

03 / 10

Shopify Plus Partner — storefront + checkout

Shopify Plus migration, Hydrogen + Oxygen, Storefront API, Checkout Extensibility, Markets, B2B, Flow automations; coordinated with the Plus merchant success team.

04 / 10

Klaviyo Master Elite — CRM + CDP

Klaviyo Data Platform, advanced automations, segment builder, AI forecasting, SMS + push, Shopify + Segment + Snowflake integration; certified senior specialists.

05 / 10

Algolia + Coveo — search + merchandising

AI search, vector + semantic search, rule engine, personalization, merchandising studio; enterprise-scale deployment and query-tuning expertise.

06 / 10

commercetools + Saleor — composable commerce

MACH architecture, commercetools Frontend + checkout, Saleor GraphQL API, catalog + promotion + cart microservice deployment experience.

07 / 10

Segment + Braze — CDP + engagement

Segment source/destination, Protocols data quality, Braze Canvas + Currents; identity resolution and omnichannel lifecycle campaign engineering.

08 / 10

Contentful + Sanity + Storyblok — headless CMS

Composable content federation, editorial workflows, multilingual CDN delivery, preview + draft flow, Visual Editor integration.

09 / 10

Amplitude + Mixpanel — product analytics

Event taxonomy design, funnel + retention + cohort analysis, feature flag integration, experimentation platform setup and governance.

10 / 10

Stack audit + RFP + QBR governance

12-month roadmap, quarterly QBR, certification matrix, partnership tier tracking, revenue-share transparency, exit & data portability plan.

— BENEFITS

What you gain from partnership engineering

Roadmap access, escalation, objective selection and stack consolidation — measurable net benefits.

3x speed

Early roadmap access

Pilot Google/Meta/Shopify/Klaviyo features before public launch; learn before competitors.

24h SLA

Partner-manager escalation

A direct partner-manager channel for critical campaigns, platform outages or policy gray areas.

Weighted

Objective vendor selection

RFP + POC + scorecard; ROI + risk-adjusted NPV decisions instead of emotional preferences.

−22%

Stack consolidation

Overlapping SaaS + redundancies + forgotten licenses pruned; average 22% annual stack savings.

14 active

Deep multi-certification

Two experts per platform; uninterrupted support across vacations + departures + scale.

Guaranteed

Exit + portability assurance

Data portability, API independence and an exit plan in every contract; vendor lock-in risk minimized.

STRATEGIC PARTNERS

Local allies we trust

Alongside global partner programs, in specific domains we build long-standing partnerships with local, independent teams. The relationship is built on complementary expertise and data sovereignty, not on commission.

01 / 01

Hardal

First-party analytics & CDP partner

Our collaboration with Hardal is built on moving measurement out of global vendor dependence and into a locally auditable approach that is directly compliant with KVKK and GDPR and keeps brand data on its own soil. In retention engineering, attribution modelling and CDP design, we integrate Hardal's first-party infrastructure with Roibase's engineering discipline to build a measurement layer resilient to third-party cookie loss, iOS signal erosion and platform sandboxes.

  • First-party event stream + server-side measurement
  • KVKK/GDPR-ready data residency; raw data stays with the client
  • Joint engineering on attribution, funnel and retention models
  • No lock-in: data belongs to the client, Roibase stays as the objective architect

DELIVERABLES

What we deliver through partnership engineering

Audit -> RFP -> POC -> contract -> migration -> QBR; documented outputs land in your hands at every step.

  • Stack audit report

    Licenses + usage + overlap + ROI + risk; the entire stack mapped onto a single A3 page.

  • RFP + POC package

    Vendor shortlist, question set, POC scenario, scorecard template, scoring guide.

  • Weighted vendor scorecard

    Weighted scoring on price, API, SLA, roadmap, security, ROI; steering committee presentation.

  • TCO + NPV model

    3-year TCO, risk-adjusted NPV, payback period calculations; formatted for finance approval.

  • Contract templates

    SLA, DPA, data portability, exit clause, revenue-share transparency paragraphs ready to go.

  • Migration playbook

    Dual-run plan, ETL scripts, reconciliation reports, rollback plan, cutover checklist.

  • Team certification matrix

    Which team member is certified at which level on which platform; with a renewal calendar.

  • Partner-manager contact plan

    Direct channels to Google, Meta, Shopify, Klaviyo, Algolia and Coveo partner managers.

  • Beta-program roadmap

    List of beta features accessible over the next two quarters; pilot plan included.

  • QBR documentation

    Quarterly stack review, partnership QBR, tier progression, certification renewal report.

  • Revenue-share transparency report

    A clear table of rebates, commissions or MDF received from each partner.

  • Exit + portability runbook

    An exit plan, data extraction path and alternative vendor scenario ready for every critical vendor.

— SCOPE

What partnership engineering is — and isn't

A disciplined approach drawn in a clear line versus misleading badge marketing.

We do this

  • Audit-first approach + ROI modelling
  • RFP + POC + weighted scorecard process
  • Two certified experts per platform
  • Direct partner-manager channel + SLA
  • Dual-run migration + rollback plan
  • Quarterly QBR + certification matrix
  • Transparent revenue share + rebate reporting
  • Exit + data portability clauses in contracts

We don't do this

  • Blind attachment to a single vendor
  • Chasing badges to sell without delivering value
  • Hidden commissions / rebates concealed from the client
  • Enterprise platform selection without a POC
  • Signing contracts without an exit plan
  • Piling on SaaS without cleaning up overlap
  • Consultants with lapsed certifications
  • Going live without a defined SLA + escalation path

HOW WE WORK

Audit in the first 2 weeks -> guided path through to contract

01

Week 1 — Kick-off + goal alignment

Business goals, budget ceiling, risk appetite, time horizon; steering committee + decision criteria defined.

02

Week 2 — Stack inventory + audit

License list, utilization rate, integration map, overlap analysis, security + vendor risk scan.

03

Week 3-4 — RFP + vendor shortlist

3-5 candidate vendors, RFP question set, reference calls, community + analyst reports (Gartner/Forrester) reviewed.

04

Week 5-8 — POC + benchmark

4-6 week parallel POC, testing with real data, weighted scorecard scoring, demos + stakeholder Q&A.

05

Week 9 — TCO + NPV + decision

3-year TCO, risk-adjusted NPV, payback period, steering committee approval, contract negotiation begins.

06

Week 10-12 — Contract + setup

SLA, DPA, exit clause negotiation, partner-manager onboarding, account setup, team certification begins.

07

Week 13-20 — Migration + go-live

Dual-run, ETL, reconciliation, rollback drill; phased cutover + stabilization + hypercare.

08

Ongoing — QBR + certification renewal

Monthly stack review, quarterly partnership QBR, certification calendar, beta-program pilot selection.

— TOOLKIT

Platforms we use in the partnership stack

We work with certified expertise across media, commerce, CRM/CDP and content/search layers.

MEDIA & ANALYTICS

Google AdsGoogle Analytics 4Google Marketing Platform (CM360, DV360, SA360)Meta Ads + Advantage+TikTok AdsAmplitudeMixpanel

E-COMMERCE & COMMERCE

Shopify PlusHydrogen + OxygencommercetoolsSaleorBigCommerceSalesforce Commerce Cloud

CRM & CDP

KlaviyoBrazeSegmentmParticleHubSpotSalesforce Marketing CloudIterable

CONTENT & SEARCH & EXPERIMENTATION

ContentfulSanityStoryblokAlgoliaCoveoLaunchDarklyStatsigVWO

QUESTIONS

Frequently asked

Monthly-earlier access to platform roadmaps, direct partner-manager support, priority ticket + SLA and beta programs. In critical moments you have a voice next to your channel.

— GLOSSARY

Partnership glossary

Stack audit, RFP, POC, tier and partnership governance terms — for a shared language.

01
Premier Partner
The top tier in the Google Ads partner program; awarded annually to agencies that clear spend + certification + performance thresholds, granting beta + partner-manager access.
02
Meta Business Partner
Meta's agency + technology partner program; includes Advantage+, CAPI and Marketing API beta access plus partner-manager support.
03
Shopify Plus Partner
Shopify's enterprise-level partnership program; provides access to the Plus merchant success team, Checkout Extensibility early access, and Hydrogen + Oxygen priority support.
04
Klaviyo Master Elite
Klaviyo's top agency tier; requires Data Platform + advanced segmentation expertise and is maintained with annual certification renewals.
05
Certified Partner
An agency or expert that has passed the platform's official certification exam for a specific product + module; provides standard support and documentation access.
06
Partnership Tier
The level hierarchy in partner programs (e.g. Member -> Select -> Premier -> Elite); determined by spend + certifications + customer success thresholds.
07
Beta Access
Access to new features opened to the partner ecosystem before public launch; provides early feedback + competitive advantage.
08
Partner Manager
An account manager assigned on the platform side; handles escalation, roadmap briefings, beta pilot selection and co-marketing coordination.
09
Revenue Share / MDF
Commission, rebate or Market Development Fund received by a partner from the platform; reported transparently to the client each quarter at Roibase.
10
RFP / POC / Scorecard
Request for Proposal (question set) -> Proof of Concept (4-6 week test) -> Weighted Scorecard (weighted scoring); the objective trio for vendor selection.
11
SLA / DPA / Exit Clause
Service Level Agreement (uptime + support), Data Processing Agreement (KVKK/GDPR), Exit Clause (exit terms + data portability) — the enterprise contract trio.
12
Certification Matrix
A team x platform x certification level x validity table; kept visible with expirations, renewal dates and backup expert capacity.

— DECISION TREE

How ready are you for partnership engineering?

Let's weigh your stack audit + RFP + migration maturity with 4 quick questions.

01 / 04

Do you have a full license + utilization inventory of your current stack?

Which SaaS, which team, which license level, which renewal date — all in a single table?

— LET'S BEGIN

Is your technology stack keeping up with your growth?

With a free stack audit we surface license health + overlap + migration ROI + partnership gaps; an A3 summary + RFP readiness in your hands within 2 weeks.

Request a stack auditSee our partner certifications