Upland Software, Inc. · NASDAQ:UPLD

Upland Software — Technical Presentation (March 2017)

21 slides from Upland Software's technical presentation, Mar 7, 2017

  1. Slide 1: Deep-Dive into the Financial Planner

    DEEP-DIVE INTO THE FINANCIAL PLANNER Aidin Mohsenin, Director of Customer Success Eric Demers, Senior Solution Consultant March 7, 2017

  2. Slide 2: Today's Speakers

    TODAY’S SPEAKERS Aidin Mohsenin, Director of Customer Success Eric Demers Senior Solution Consultant 2 / Company Confidential / © 2017 Upland Software, Inc.

  3. Slide 3: Housekeeping

    HOUSEKEEPING Type in your question here Click Send 3 / Company Confidential / © 2017 Upland Software, Inc.

  4. Slide 4: Agenda

    AGENDA + Who is this for? + Why do financial planning? + Key elements + What you will see in Tenrox: + Basic Financial Planning + Intermediate Financial Planning + First Steps + Q&A 4 / Company Confidential / © 2017 Upland Software, Inc.

  5. Slide 5: Why Have This Conversation?

    WHY HAVE THIS CONVERSATION? 5 / Company Confidential / © 2017 Upland Software, Inc.

  6. Slide 6: Why Do Financial Planning?

    WHY DO FINANCIAL PLANNING? + In short: numbers matter + No one like surprises + Compliance and necessity + Ownership 6 / Company Confidential / © 2017 Upland Software, Inc.

  7. Slide 7: Poll: How Mature Is Your Current Financial Planning Process?

    POLL: HOW MATURE IS YOUR CURRENT FINANCIAL PLANNING PROCESS? 1. Mature: automated processes; high visibility into risk 2. Immature: labor-intensive; error-prone 3. Planning to start doing it soon 4. Someone else is taking care of it 5. Financial what? 7 / Company Confidential / © 2017 Upland Softwar

  8. Slide 8: You're Probably Already Doing Financial Planning

    YOU’RE PROBABLY ALREADY DOING FINANCIAL PLANNING On-the-fly, under pressure commitments! … are they backed up by easily accessible numbers? 8 / Company Confidential / © 2017 Upland Software, Inc.

  9. Slide 9: Financial Planning Is Not an Event… It's a Process

    FINANCIAL PLANNING IS NOT AN EVENT… IT’S A PROCESS Sales PSO Finance The Professional Services Lifecycle Pipeline Billing Planning Actuals 9 / Company Confidential / © 2017 Upland Software, Inc.

  10. Slide 10: Elements of a Mature Financial Planning Process

    ELEMENTS OF A MATURE FINANCIAL PLANNING PROCESS Forecast Monitor Adjust 10 / Company Confidential / © 2017 Upland Software, Inc.

  11. Slide 11: Tenrox Financials: A Primer

    TENROX FINANCIALS: A PRIMER + Without Financial Planner: + With Financial Planner: 11 / Company Confidential / © 2017 Upland Software, Inc.

  12. Slide 12: Demo: Basic Financial Planning

    DEMO: BASIC FINANCIAL PLANNING + Translating a project’s resource plan into a financial plan + Forecasting and monitoring project cost and revenue + Determining the project’s estimate at completion 12 / Company Confidential / © 2017 Upland Software, Inc.

  13. Slide 13: A Question of Maturity

    A QUESTION OF MATURITY + Financial Planning doesn’t live in a vacuum + Higher compliance on work plans, timesheets drives higher ROI 13 / Company Confidential / © 2017 Upland Software, Inc.

  14. Slide 14: Demo: Intermediate Financial Planning

    DEMO: INTERMEDIATE FINANCIAL PLANNING + Different recognition methods + Switching to cheaper resources 14 / Company Confidential / © 2017 Upland Software, Inc.

  15. Slide 15: Poll: What Are the Biggest Risks to Your Financial Plans?

    POLL: WHAT ARE THE BIGGEST RISKS TO YOUR FINANCIAL PLANS? 1. Inaccurate Estimation 2. Resource Turnover 3. Internal/External Resource Availability 4. Other: [_______________________________] 5. I don’t even know! 15 / Company Confidential / © 2017 Upland Software, Inc.

  16. Slide 16: Where Can I Start?

    « WHERE CAN I START? » + Possible challenges: + Resource Management is not automated + Time tracking compliance issues + Low appetite for change + Start simple, keep them separate! 16 / Company Confidential / © 2017 Upland Software, Inc.

  17. Slide 17: Demo: First Steps

    DEMO: FIRST STEPS + No work plan 17 / Company Confidential / © 2017 Upland Software, Inc.

  18. Slide 18: Poll: Can Your Organization Benefit From Better Financial Planning?

    POLL: CAN YOUR ORGANIZATION BENEFIT FROM BETTER FINANCIAL PLANNING? 1. Yes 2. No 18 / Company Confidential / © 2017 Upland Software, Inc.

  19. Slide 19: In Summary

    IN SUMMARY + Financial Planning is all about avoiding surprises + Key elements + Forecast + Monitor + Adjust + Crawl-Walk-Run process in Tenrox 19 / Company Confidential / © 2017 Upland Software, Inc.

  20. Slide 20: EEE

    EEE upland [enrox

  21. Slide 21: For more information, contact your CSM

    For more information, contact your CSM, or [email protected]

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