Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Agnesian HealthCare Case Study Webinar (November 2016)
26 slides from Upland Software's conference presentation, Nov 10, 2016
Slide 1: Case Study Webinar: Agnesian HealthCare
CASE STUDY WEBINAR: AGNESIAN HEALTHCARE “Eclipse has helped us to standardize our project tracking and reporting mechanisms, and provided us with a platform for further PMO practice improvement and resource engagement.” Danny Hanson, Supervisor – IS Project Management Office
Slide 2: Go To Webinar
GO TO WEBINAR Adjust your audio settings Ask a question 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: Introductions
INTRODUCTIONS + Danny Hanson, Supervisor - IS Project Management Office (Agnesian HealthCare) + BA in Computer Science, MBA (emphasis in Healthcare Management), MCPM + PMI Certified Project Management Professional + HIMSS Certified Professional in Healthcare Information and Management Systems + Neil
Slide 4: Agenda
AGENDA +About Us +Agnesian HealthCare PPM Solution Case Study + Challenges + Eclipse PPM Solution + Benefits +Product Demo +Question and Answer 4 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 5: Upland Software Overview
UPLAND SOFTWARE OVERVIEW + Leading provider of cloud-based Enterprise Work Management software + Supporting over 1,600 customers and 225,000 global users + IPO in 2014 + Headquartered in Austin, Texas 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: What We Do
WHAT WE DO We provide Cloud Solutions across the enterprise enabling amazing customer outcomes in: + PROJECT & IT FINANCIAL + WORKFLOW + DIGITAL MANAGEMENT AUTOMATION ENGAGEMENT Manage your organization’s Real time productivity optimization, Effectively engage with projects, professional collaborati
Slide 7: The Eclipse PPM Product
THE ECLIPSE PPM PRODUCT + Software as a Service + 300+ Implementations + 30,000+ Users + 98%+ Renewal Rates + Implementation Scores average 9.5 out of 10 + 98/108 Gave an NPS score of 9 or 10 out of 10 + 82% of customer surveys result in 10/10 customer satisfaction + 9.8/10 Customer support satisfac
Slide 8: Our Customers
OUR CUSTOMERS 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: About Agnesian HealthCare
ABOUT AGNESIAN HEALTHCARE + Non-Profit Integrated Healthcare System + ~3,500 employees + 3 Hospitals, Multiple clinics, additional care services including long term care, skilled nursing facilities, laboratory, pharmacy, and medical devices. + IS Project Management Office – 3 PMs + Also have PMs in
Slide 10: Need/Challenge
NEED/CHALLENGE + Prior to Eclipse + Documentation primarily occurring in Excel/Word/Project/OneNote + Attempted a SharePoint site, but found maintenance too cumbersome + Tried to collaborate and share templates/best practices, but much left up to the PM + Key pain points + Centralized tracking of pr
Slide 11: Eclipse PPM by Upland Software
ECLIPSE PPM BY UPLAND SOFTWARE + Reasons for selecting Eclipse + Onsite training/implementation + ‘Eclipse Go’ Mobile App + SSO/LDAP Bind Capability + Excel Reporting/Dashboard Functionality + How we’re using Eclipse + Utilize Portfolio Summary view for weekly project overview/update meetings + Gene
Slide 12: Benefits
BENEFITS + Key benefits company received from using Eclipse PPM + Dashboard availability to review current project statuses, and upcoming project efforts. + Excel reporting for PM status updates, Upcoming Milestones, Recently completed Milestones, etc… + Standardization of PM issue/risk tracking and
Slide 13: Poll
POLL What do you see as the biggest challenge to implementing a successful PMIS? 1. Lack of leadership-level buy-in 2. Inconsistent system expectations 3. Lack of flexibility in process and approach 4. Difficulty in finding the right people with the right skills to run it 5. Other 13 ©2016 Upland So
Slide 14: Weekly Review Dashboard
WEEKLY REVIEW DASHBOARD + Custom ‘Portfolio Summary’ dashboard view + Reviewed every Monday afternoon + PMO, IS Leadership, Other Project Stakeholders + Lists all active projects, grouped by Project Manager + Schedule, Status, Health Indicators, and Project Type + Count of Open Issues/Risks + Free-t
Slide 15: Weekly Review Dashboard
WEEKLY REVIEW DASHBOARD 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: Weekly Review Dashboard
WEEKLY REVIEW DASHBOARD 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: Upcoming Milestones Report
UPCOMING MILESTONES REPORT + Custom Excel Report + Project Name, Task Name (Milestones Only), Planned Start, Planned End, Project Manager, Notes + Created Custom ‘Non-Project Events’ schedule for major events that may impact project timelines or resourcing + Conditional Formatting on Date Fields + R
Slide 18: Upcoming Milestones Report
UPCOMING MILESTONES REPORT 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: High Priority Issues/Risks Report
HIGH PRIORITY ISSUES/RISKS REPORT + New report designed to increase visibility of High Priority Issues and Risks + Includes open Issues/Risks with a Severity of “1 – High” + Excludes any closed issues/risks, regardless of their severity. + Sort by Issue/Risk Status + Conditional Formatting on ‘Last
Slide 20: High Priority Issues/Risks Report
HIGH PRIORITY ISSUES/RISKS REPORT 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: Poll
POLL What would be your first priority in a PMIS implementation? 1. Standardizing collection and reporting of project issues, risks, and budget 2. Tracking and forecasting resource time and allocation 3. Creating portfolio views into overall project executions (intersecting timelines, strategic plan
Slide 22: Product Demo
upland Sw EclipsePPM PRODUCT DEMO
Slide 23: Our Approach
OUR APPROACH C SOON • Broad Resource Capacity Planning B • Advanced Prioritization • Expansion of Portfolio (breadth and depth) ONE MONTH • Single Place for All Projects • Consistent Approach to Project Management A • Executive Reporting and Dashboards • Improve Project Selection and Prioritization
Slide 24: Implementation Overview
IMPLEMENTATION OVERVIEW B ONE MONTH Week 4 • Core User Training ON-SITE (3 days) • Workshop • Fine-Tune Configuration Weeks 2-3 • Finalize Documentation • Objectives Workshop Week 1 • Configuration and Admin Training ON-SITE (2½ days) • Process and Documentation Overview A TODAY 24 ©2016 Upland Soft
Slide 25: Questions?
upland Sw EclipsePPM QUESTIONS?
Slide 26: Thank You!
THANK YOU! For more information visit • www.eclipseppm.com • Future Webinars • Product Demos • White Papers For Questions or Comments: • Neil Stolovitsky: NStolovitsky@uplandsoftware.com • Rob Straume: rstraume@uplandsoftware.com For Questions or Comments about Agnesian HealthCare: • Danial Hanson:
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