Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Conference Presentation (August 2016)
28 slides from Upland Software's conference presentation, August 2016
Slide 1: Tenrox 2016 R1 Release
TENROX 2016 R1 RELEASE August 2016
Slide 2: Today's Speakers
TODAY’S SPEAKERS Kevin Sequeira General Manager & Director of Product, Tenrox Elizabeth Darauay Technical Trainer, Tenrox 2 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 3: Housekeeping
HOUSEKEEPING Raise Hand Type in your question here Click Send 3 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 4: Overview
OVERVIEW + This latest release includes features that improve the user experience: + Many new enhancements focused on User Experience (UX) and User Interface (UI) + A redesigned Expense Module + A brand new Web Based Upland Project Planner + Customer-driven feature additions + Improved performance f
Slide 5: Our Focus
OUR FOCUS Eliminate Technical Performance & Customer Driven Debt Scalability Innovation 5 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 6: 2016 R1 Feature Set
2016 R1 FEATURE SET Feature Eliminate Scalability & Customer Driven Technical Debt Performance Innovation Upland Project Planner a a a Expense Redesign a a a Improvement of Lists Pages a a UX Standardization a Customer Enhancement Requests a 6 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e
Slide 7: 2016 R1 Feature Set
2016 R1 FEATURE SET Feature Eliminate Scalability & Customer Driven Technical Debt Performance Innovation Introduction of Session Timeout a a Application Initialization a a Upland Integration Manager a Intacct Integration a a REST API Updates a a Database Optimization a a Upland Analytics Engine Upd
Slide 8: Features
FEATURES 8 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 9: Upland Project Planner (UPP)
UPLAND PROJECT PLANNER (UPP) + State of the Art GANTT Tool + Web-Based + Seamlessly Synchronized with Tenrox + Captivating User Experience + High Performance + Quality and Maintainability + Create Projects in Work Breakdown Structure (WBS) + Schedule Resources Against Project Activities + Monitor Pr
Slide 10: UPP-Tenrox Integration
UPP-TENROX INTEGRATION Tenrox Resource Management Upland Tenrox Project OBS/WBS Planner Tenrox Timesheet 10 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 11: Expense Reporting
EXPENSE REPORTING + Completely Redesigned Look & Feel! + Intuitive & Improved User Experience + Easily Glance at Expense Report Information & Any Awaiting Action + Preview Receipts & Notes in One View + Consolidated View + Enter and Review Expense Reports on Single Screen + Side by Side Interface Pr
Slide 12: UI / UX Enhancements
UI / UX ENHANCEMENTS 12 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 13: UI / UX: Messages
UI / UX: MESSAGES + New Action-Based Confirmation Messages: + Successful Save + Warnings + Errors + Information + More Informative Warning and Validation Messages + Copy to Clipboard 13 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 14: UI / UX: Grids
UI / UX: GRIDS + Improved List Pages with Excel Export & Search Configuration Capabilities + Clearer Drag and Drop + Improved Context Menu 14 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 15: UI / UX: Loader
UI / UX: LOADER + Improved Loader 15 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 16: UI / UX: Session Timeout
UI / UX: SESSION TIMEOUT Addition of Session Timeout Warnings after a period of system inactivity refines the user experience, especially with the added option to extend the session. 16 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 17: Client Enhancement Requests (ER)
CLIENT ENHANCEMENT REQUESTS (ER) Upland Community Platform 17 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 18: ER: Administrative
ER: ADMINISTRATIVE + New Email Notification Options for Recipients + Application of Resource Management Terminology + Can Now Move User Defined Fields from Tab to Tab + Ability to Remove User Defined Field Date Values 18 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 19: ER: Resource Management
ER: RESOURCE MANAGEMENT + More Information Shown for Work Plan Booking + New Copy Additional Skills Option 19 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 20: ER: Timesheet
ER: TIMESHEET + New Timesheet Template Options + Prevent any manual creation of Holiday entries + Set Automated Holiday Entries Read-Only + Set Timesheet Notes and Leave Request as Read-Only 20 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 21: ER: Financials
ER: FINANCIALS + Option to Re-Send Invoice Emails 21 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 22: ER: Tenrox Mobile
ER: TENROX MOBILE + New Ability to Select Unassigned Tasks in Creating Time Entries in Timesheet Mobile 22 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 23: ER: Concur Integration
ER: CONCUR INTEGRATION + New Configuration Options Introduces Support for: + Import Allocations on Expenses from Concur + Import Itemized Expenses from Concur + Connected List Mappings in Concur integration + Import Expenses in Report Currency from Concur 23 ©2016 Upland Software, Inc. C o m p a n y
Slide 24: Integrations
INTEGRATIONS + Introduction of Upland Integration Manager, powered by Dell Boomi + Allows for configurable integrations to a variety of Upland products and 3rd Party Systems + AR Integration with Intacct 24 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 25: Architecture Improvements
ARCHITECTURE IMPROVEMENTS In every release, we strive to upgrade the underlying Tenrox technology to improve the platform’s performance: + Update of the Javascript Library + Decommission of Legacy Tables in the Database + Addition of New Endpoints to the REST API Web Services + Update of the Upland
Slide 26: Demonstration
DEMONSTRATION + UPLAND PROJECT PLANNER + EXPENSE REPORTING + UI / UX ENHANCEMENTS + ENHANCEMENT REQUESTS 26 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 27: Demonstration
DEMONSTRATION + ENHANCEMENT REQUESTS Set Automated Holiday Entries as Read-Only Prevent manual creation of Holiday entries Additional Email Template Recipients Terminology to Resource Management Project Information for Work Plan Bookings Copy Additional Skills Move UDF from Tab to Tab
Slide 28: Contact Info Release Webpage
CONTACT INFO RELEASE WEBPAGE Phone http://uplandsoftware.com/tenrox/2016-r1/ + Direct: 450-688-3444 + Toll free (US and Canada): 855-944-PLAN Email + [email protected] Website + www.tenrox.com 28 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
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