Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Conference Presentation (February 2016)
24 slides from Upland Software's conference presentation, February 2016
Slide 1: How to Leverage the Microsoft Platform for Professional Services and Make More Money
HOW TO LEVERAGE THE MICROSOFT PLATFORM FOR PROFESSIONAL SERVICES AND MAKE MORE MONEY Eric Demers, Senior Solution Consultant, Tenrox Nick Rouse, Project Manager, UXC Eclipse February 2016
Slide 2: Today's Speakers
TODAY’S SPEAKERS Eric Demers Senior Solution Consultant, Tenrox Nick Rouse Project Manager and Implementation Consultant, UXC Eclipse 2
Slide 3: Housekeeping
HOUSEKEEPING File View Help Sees) Audio OTelephone @Mic & Speakers (test) wmuTeo 4000000000 @ (=) Questions ic} | sHord - ae eal | TEnter a question for staff] * e < | | ol = Type in your sonar Click Send SORIRIE SL : Webinar 1: Il” lll question here GoToWebinar Tenrox by upland
Slide 4: Agenda
AGENDA + Who is UXC Eclipse? Who is Upland? + Quick Overview of Tenrox by Upland + A (Great!) Day in the Life of a Professional Services Project + Pipeline Management from Dynamics CRM + Resource Management in Tenrox + Document Management in SharePoint + Invoicing into Dynamics GP + Translating This
Slide 5: UXC Eclipse – Our Products
UXC Eclipse – Our Products Microsoft Products Additional Products 5
Slide 6: UXC Eclipse – Global coverage, 1 team
UXC Eclipse – Global coverage, 1 team 600+ 15 offices people GLOBALLY GLOBALLY 2,700 customers 1Worldwide GLOBALLY TEAM UXC Eclipse was awarded the 2012 ABA Preferred Employer for the IT Industry and is the leader in employee retention rate. 6
Slide 7: UXC Eclipse – Microsoft Dynamics
UXC Eclipse – Microsoft Dynamics No 1 In the top 3 THE MOST Microsoft Dynamics Microsoft Dynamics highly awarded Microsoft Dynamics partner in APAC partner globally partner 7
Slide 8: UXC Eclipse – Tenrox by Upland
UXC Eclipse – Tenrox by Upland Partnership Integration Established in 2010 With top tier systems 24 x 7 x 365 Delivered with our Support from ‘Old Fashioned dedicated team Service’ approach 8
Slide 9: Upland Overview
UPLAND OVERVIEW We provide Cloud Solutions across the enterprise enabling amazing customer outcomes in: + PROJECT & IT FINANCIAL + WORKFLOW + DIGITAL MANAGEMENT AUTOMATION ENGAGEMENT 10
Slide 10: Upland Product Family
UPLAND PRODUCT FAMILY PROJECT & IT FINANCIAL WORKFLOW DIGITAL MANAGEMENT AUTOMATION ENGAGEMENT Manage your organization’s Real time productivity optimization, Effectively engage with projects, professional collaboration, and functional your customers, prospects workforce and IT costs. automation acr
Slide 11: What Is Professional Services Automation?
WHAT IS PROFESSIONAL SERVICES AUTOMATION? Resource Management / Actuals Tracking Global Practice New Project Project Planning (Time, Expense) Management 13
Slide 12: Tenrox PSA
TENROX PSA KEY DIFFERENTIATORS PARTNERSHIPS DOMAIN EXPERTISE We wrote the book! + 20 Years of Enterprise Market Leadership + Visual Workflow-driven Architecture + Unique Timesheet Template Designer + Modular Approach for Quicker Deployments CUSTOMER SUCCESS MOBILE THOUGHT LEADERSHIP + 97% Client Ret
Slide 13: What Is PSA?
WHAT IS PSA? Pipeline of Opportunities Resource Management / Actuals Tracking Global Practice New Project Project Planning (Time, Expense) Management Billing 15
Slide 14: Integration to Dynamics CRM
_ upland "3 Johrox INTEGRATION TO DYNAMICS CRM
Slide 15: Concrete Results
CONCRETE RESULTS Assuming $1,500 250 consultants /day 80% utilization 3% cost of capital Benefits 1 week $42,000 improvement in time-to-delivery /year + customer satisfaction + project success 24
Slide 16: Integration to SharePoint
_ upland "3 Johrox INTEGRATION TO SHAREPOINT
Slide 17: Resource Management in Tenrox
RESOURCE MANAGEMENT IN TENROX
Slide 18: Concrete Results
CONCRETE RESULTS Assuming $1,500 250 consultants /day 80% utilization 3% cost of capital Opportunity Cost 10% $180,000 misforecast /year + customer satisfaction 27
Slide 19: Invoicing in Tenrox and Integration to Dynamics GP
INVOICING IN TENROX AND INTEGRATION TO DYNAMICS GP
Slide 20: Concrete Results
CONCRETE RESULTS Assuming $1,500 250 consultants /day 80% utilization 3% cost of capital Benefits 10 days $60,000 reduction in invoicing cycle /year 31
Slide 21: Tenrox and Microsoft
TENROX AND MICROSOFT + Bringing Best-of-Breed Solutions Together + CRM and GP 32
Slide 22: Conclusion
CONCLUSION Pre-Sales Delivery Finance Time-to- Forecast Time-to- deliver vs. invoice Actuals 33
Slide 23: Questions
QUESTIONS 4 tA Jenrox
Slide 24: Contact Us
CONTACT US Phone • Direct: 450-688-3444 • Toll free (US and Canada): 855-944-PLAN Email • [email protected] Website • www.tenrox.com CONNECT WITH US + @tenrox + Tenrox + Company: Tenrox 35
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