Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Summer Fun with PSA webinar (August 2015)
20 slides from Upland Software's conference presentation, Aug 12, 2015
Slide 1: Summer Fun with PSA
Run smoothly. Change quickly. Achieve more. Cloud-based enterprise work management software Summer Fun with PSA Eric Demers, Senior Solution Consultant Aidin Mohsenin, Tenrox Practice Lead August 12, 2015
Slide 2: Today's Speakers
Today’s Speakers Aidin Mohsenin Tenrox Practice Lead Eric Demers Senior Solution Consultant 2
Slide 3: Housekeeping
Housekeeping To submit a question: Raise Hand Type in your Click Send question here 3
Slide 4: Agenda
Agenda • Why a Webinar on PSA Basics? • Target Audience • 3 Low Hanging Fruits • Quick Time-to-Value • Audience Q&A 4
Slide 5: Poll: Are you using a PSA solution currently?
POLL: ARE YOU USING A PSA SOLUTION CURRENTLY?
Slide 6: The Best Time to Start: Yesterday
The Best Time to Start: Yesterday Value Realized Time 6
Slide 7: The Second Best Time to Start: Now!
The Second Best Time to Start: Now! Resource Utilization Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Consultants Business Analysts Project Managers 7
Slide 8: The PSA Lifecycle
The PSA Lifecycle Plan & Forecast Opportunity / Projects Execute & Track Accessible Anywhere Workflow-Engine Integrate Bill, Invoice, Chargebacks & Rev. Rec. Analyze & Report 8
Slide 9: The PSA Lifecycle
The PSA Lifecycle 2 Plan & Opportunity / Forecast 1 Execute & Projects Track 3 Integrate Bill, Invoice, Chargebacks & Rev. Rec. Analyze & Report 9
Slide 10: Tracking Project Time
TRACKING PROJECT TIME 7 | Tenrox by upland
Slide 11: Resource Allocation
RESOURCE ALLOCATION 7 | Tenrox by upland
Slide 12: Resource Management
Resource Management Resource Utilization Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Consultants Business Analysts Project Managers 12
Slide 13: Exchanging Data with 3rd Party Systems
EXCHANGING DATA WITH RD 3 PARTY SYSTEMS
Slide 14: Simple Integration
Integration Oy a : _-.- “S38 Tenrox by upland upland
Slide 15: Simple Integration
Simple Integration On 5 salesforce : - pect “S38 Tenrox by upland upland
Slide 16: Deployment
Deployment Value Realized Time 16
Slide 17: Deployment: Value Realized
Deployment Value Realized Time 17
Slide 18: Summary
Summary • Tenrox is a very flexible PSA solution, but the complexity doesn’t need to be enabled on day one • For quick results, focus on: o Capturing time, and iterate on the requirements o Getting visibility into resource allocation o Simple, non-transactional integrations • Although crucial to PSA
Slide 19: | Tenrox
| Tenrox by upland 19
Slide 20: Contact Us
Contact Us: Phone: – Direct: 450-688-3444 – Toll free (US and Canada): 855-944-PLAN (7526) Email: [email protected] Website: www.tenrox.com Connect with us: @tenrox Tenrox Company: Tenrox 20
Upland Software — Summer Fun with PSA webinar (August 2015) on 6ix