Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Corporate Update (January 2016)
23 slides from Upland Software's corporate update, January 2016
Slide 1: Tenrox 2015 R2 Customer Webinar
Run smoothly. Change quickly. Achieve more. Cloud-based enterprise work management software Tenrox 2015 R2 Customer Webinar Tenrox Product Management January 2016
Slide 2: Tenrox 2015 R2 – What's New
Tenrox 2015 R2 – What’s New 2
Slide 3: Today's Speakers
Today’s Speakers Kevin Sequeira General Manager & Director of Product Management Eric Demers Senior Solution Consultant 3 3
Slide 4: Housekeeping
Housekeeping To submit a question: Raise Hand Type in your Click Send question here 4
Slide 5: Tenrox 2015 R2
TENROX 2015 R2 ray Tenrox by upland
Slide 6: Guiding Principles
Guiding Principles y VS CUSTOMER DRIVEN INNOVATION ALITY INITIATIVES TABILITY ALABILIT —_— m~ : 7 | Tenrox by upland
Slide 7: Highlights of the Release
Highlights of the Release o GA Release : Dec 17th 2015 o New Features Impersonation (Beta) o Enhancements and Improvements Tenrox APIs Timesheet Module Mobile Application Financial Planner Resource Management Module Architectural Changes o Updated Integrations 7
Slide 8: Quick Links
Quick Links o Press Release o http://tenrox.com/press-releases/tenrox-by-upland-cloud- professional-services-automation-announces-new-release/ o Release Webpage o http://tenrox.com/2015-r2/ o Release Notes o http://upland.screenstepslive.com/s/TenroxEducation/m/51692/l/ 473793-feature-release-notes-
Slide 9: Feature Overview
FEATURE OVERVIEW ray Tenrox by upland
Slide 10: New! Impersonation (Beta)
New! Impersonation (Beta) • Highlights o Ability to assume the identity of another user and navigate through the tool as that person o Benefits include: Better views of use-cases and configured access rights Improved ability to troubleshoot problems and better support the end-user base 10
Slide 11: Impersonation (Beta)
Impersonation (Beta) AB. Administrator, master - Administrator Update Profile Picture Switch User (Beta) Ten rox You are impersonating another user. Any actions performed will be logged as theirs. Learn More. AZ. smith, sean - standard user yet Entries > My Timesheet > Smith, Sean Update Profile Pic
Slide 12: Tenrox APIs
Tenrox APIs • Highlights o Allows customers to input and extract data from Tenrox to better automate processes that currently require manual intervention o Users can effortlessly interact with the Tenrox user interface, through newly published REST APIs o Enables the development of seamless integrat
Slide 13: Timesheet Module Improvements
Timesheet Module Improvements • Empowers the Project Workforce by enhancing the User Experience and helping users make the right decisions with reliable information o Changes include: Simplified administration of timesheet templates: rule inheritance model Added granularity: assigning template m
Slide 14: Timesheet Module Improvements
Timesheet Module Improvements 14
Slide 15: Timesheet Module Improvements
Timesheet Module Improvements 15
Slide 16: New Mobile Enhancements
New Mobile Enhancements • Improving the User Experience on Tenrox Mobile o Cleaner view of expenses o Easily and quickly upload expense receipts o View PDF attachments directly in the app o Ability to assign tasks via the mobile app o Quick View of receipts, facilitating the approval process 16
Slide 17: Mobile app
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Slide 18: Financial Planner
Financial Planner o Improved performance o Improved error trapping and notification for end-users 18
Slide 19: Resource Management Module
Resource Management Module o More effective reporting: Planned Non-Working hours available in the legend o View hours that are marked as non-working hours on an individual’s calendar 19
Slide 20: Architectural Changes
Architectural Changes o Introduction of a globalized stylesheet o Upgrade of our .NET Entity Framework to the latest version o Workflow Viewer from Silverlight to HTML5 o Ability to view workflow statuses in non-IE browsers 20
Slide 21: Updated Partner Integrations
Updated Partner Integrations o Accounting Systems: QuickBooks Online 2016 QuickBooks Desktop 2016 21
Slide 22: Q&A
Q&A = 7 ay lenox by upland
Slide 23: Enterprise Work Management
Enterprise Work Management Run smoothly. Change quickly. Achieve more. 23