Upland Software, Inc. · NASDAQ:UPLD
Upland Software — TSIA Webinar: PSA Crystal Ball: 3 Ways to Predict Your Service Organization's Success (June 2016)
17 slides from Upland Software's conference presentation, Jun 2, 2016
Slide 1: PSA Crystal Ball: 3 Ways to Predict Your Service Organization's Success
June 2, 2016 Webinar Presentation PSA Crystal Ball: 3 Ways to Predict Your Service Organization’s Success
Slide 2: Today's Presenters
Today’s Presenters: John Ragsdale Neil Stolovitsky VP Research, Technology and Social Sr. Solution Consultant TSIA Tenrox by Upland www.tsia.com 2
Slide 3: PSA Crystal Ball: 3 Ways to Predict Your Service Organization's Success
PSA Crystal Ball: 3 Ways to Predict Your Service Organization’s Success John Ragsdale VP Research, Technology and Social TSIA www.tsia.com
Slide 4: Professional Services Projects in Transition
Professional Services Projects in Transition PS Projects by Type PS Revenue Source 60% 5% 6% 18% 50% 50% 47% 13% 40% 30% 8% 20% 10% 49% 3% Consulting Services Implementation/Integration 0% Migration Services Custom Development Fixed Price/ Time and Materials Value-Based Repeatable Adoption Services
Slide 5: Extreme Automation Required
Extreme Automation Required • Repeatable projects represent PS Gross Margins 45% 50% of all projects, yet only 42% 40% deliver 38% of PS revenue 35% • Improving utilization rates and 31% 30% margins for repeatable projects 27% requires additional automation: 25% – Predefined process and project 20%
Slide 6: PSA Crystal Ball: 3 Ways to Predict Your Service Organization's Success
PSA Crystal Ball: 3 Ways to Predict Your Service Organization’s Success • How analyzing historical data helps optimize future service delivery • The value of streamlining sales activities with resource planning • The role “Proactivity” plays in predictive project management www.tsia.com 6
Slide 7: Analyzing Historical Data to Optimize Future Service Delivery
Analyzing Historical Data to Optimize Future Service Delivery • CRM integration Executive Dashboards, Analytics Marketing Campaign Lead 1 Automation (CRM) Mgmt Generation – Win:Loss analysis – What project profiles are being pitched? Salesforce Convert Lead to Generate Sales 2 Automation (CRM) Prosp
Slide 8: Streamlining Sales Activities With Resource Planning
Streamlining Sales PS Velocity Activities With 70 63 Resource Planning 60 Lack of automation and complex manual processes 50 49 are extending time to 40 create, sell and source new engagements. 30 19 With a shift toward value 20 realization and Customer 10 Success, PS velocity must improve. 0 Busine
Slide 9: Proactive Project Management
Proactive Project Management • When the project has ended, it is Assessing Project Success too late to fix problems • Real-time project dashboards are needed to understand: For what % of engagements do you conduct a formal project review to 70% collect lessons learned? – Projects missing milestones
Slide 10: PSA Crystal Ball: 3 Ways to Predict Your Service Organization's Success
PSA Crystal Ball: 3 Ways to Predict Your Service Organization’s Success Neil Stolovitsky Sr. Solution Consultant Tenrox by Upland www.tsia.com
Slide 11: Upland Product Family
UPLAND PRODUCT FAMILY PROJECT & IT WORKFLOW DIGITAL MANAGEMENT AUTOMATION ENGAGEMENT Manage your Real time productivity Effectively engage with organization’s projects, optimization, collaboration, your customers, professional workforce and functional automation prospects and and IT costs. across yo
Slide 12: Increased Visibility Across the Organization
INCREASED VISIBILITY ACROSS THE ORGANIZATION + Feed your PSA with strategic data from your existing systems + End-to-end visibility will allow for true forecasting + Leverage multiple data sets and make proactive decisions + Open PSA platform will provide flexibility to adapt to changing market cond
Slide 13: Cloud PSA - Extending the Strategic Vision with iPaaS
CLOUD PSA - EXTENDING THE STRATEGIC VISION WITH IPAAS + A strong PSA strategy and solution will provide the latest methods to deliver quicker access and more possibilities to mine an organization’s business data. 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: Centralize Projects in a Single System
CENTRALIZE PROJECTS IN A SINGLE SYSTEM 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: PSA Mapped to Your Business Processes
PSA MAPPED TO YOUR BUSINESS PROCESSES 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: Strategically Link Where You Are and Where You Are Going
STRATEGICALLY LINK WHERE YOU ARE AND WHERE YOU ARE GOING 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: Contact Information: TSIA
Contact Information: TSIA @tsiacommunity | 1-858-673-3041 | info@tsia.com www.tsia.com