Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Tenrox 2015 R1 Customer Webinar
24 slides from Upland Software's conference presentation, Jul 20, 2015
Slide 1: Tenrox 2015 R1 Customer Webinar
Run smoothly. Change quickly. Achieve more. Cloud-based enterprise work management software Tenrox 2015 R1 Customer Webinar Tenrox Product Management 20th July, 2015
Slide 2: Tenrox 2015 R1 – What’s New
Tenrox 2015 R1 – 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 R1
TENROX 2015 R1 by upland
Slide 6: Guiding Principles
Guiding Principles y Vs CUSTOMER’ DRIVEN INNOVATION ALITY PNITIATIVES STABILITY SCALABILITY Ps Tenrox ~~, ; F | by upland
Slide 7: Highlights of the Release
Highlights of the Release • GA Release : July 15th 2015 • New Modules o Project Status Reporting (PSR) o Product Central • Enhancements o Upland Analytics o Financial Planner o Project Team Enhancements o Auto Save Timesheet Notes o New Grid Control o Infrastructure and Architecture • Updated Integr
Slide 8: Quick Links
Quick Links • Press Release o http://www.tenrox.com/press-release/2015-07-15-customer- driven-innovation-highlighted-in-latest-version-of-uplands- professional-services-automation-application • Release Webpage o http://www.tenrox.com/en/solutions/Tenrox2015-R1.htm • Release Notes o http://upland.scr
Slide 9: Feature Overview
FEATURE OVERVIEW by upland
Slide 10: Project Status Reporting (PSR) Module
Project Status Reporting (PSR) Module • Highlights o Allows Project & Portfolio managers to easily track time-phased status’ of their projects. o Ability to Configure Key Performance Indicators (KPIs). o Period Locking & Archiving Capabilities o Track late updates of those who report to you (Group /
Slide 11: Project Status Reporting (PSR) Module
Project Status Reporting (PSR) Module 11
Slide 12: Product Central Module
Product Central Module • Highlights o Define Time Phased Product billing rules. o Facilitates Quick Invoice and Rev Rec and reduces Revenue Leakage. o If Enabled, Product Billing Feature becomes Read-Only. o Reporting on consumed & remaining quantity and amount for each rule. • Availability o Custom
Slide 13: Product Central Page
Product Central Page Tenrox by upland (Rea Ashton, Mark - Administrator Entries > Products > Product Central New ffDelete Refresh Approve Entries Export to Excel 2 View: All Projects BA Project: Campus Project Product | # Units Unit Price] Total Amount] Billable - April 2015 May 2015 | June 2015 | =
Slide 14: Upland Analytics Enhancements
Upland Analytics Enhancements • Addition of a brand new visualization layer allows people to create impressive looking reports. • New Views: o Charge Entry o Product Entry o Product Entry Rules o Expense Entry Basic o Expense Entry Extended o Expense Report Summary o Project Status Report 14
Slide 15: Upland Analytics Enhancements
Upland Analytics Enhancements 15
Slide 16: Financial Planner & Project Team
Financial Planner & Project Team • Financial Planner o Enhanced View Options: o Billable Time row and Billable POC (Percentage of completion) row have been added to the Time Section o Forecast Revenue using Billable POC or Total POC on a project • Project Team o Forecast Rate Engine o Current Suppor
Slide 17: Financial Planner
Financial Planner Back | Refresh | Export To Excel | Override Template & Forecast Settings Billing Financial Planner Period: 4 02/28/2015 |[02/26/2016 |» View: [Combined El currency: [client Currency s(US0) FJ Baseline: |Current iv} Budget Summary Time (hrs) Cost (USD) Billable (USD) Non-Billable (U
Slide 18: Project Team Changes
Project Team Changes ray fenrox by upland upland Tenrox iL Administrator, Master - Administrat f ® _Setup> Work> Projects > Project Edi: 1 j General Options Tasks Milestone WorkPlan [@OERRCrMs Budget C Billing Financial Planner Back | Refresh | New | Delete | Assign | ProjectLeave Time td] Resource
Slide 19: Timesheet Notes Auto-Saved
Timesheet Notes Auto-Saved 19
Slide 20: New Grid Control
New Grid Control • Improved controls and a cleaner User Interface for the grids. o Modified column terminology design o Links on pages being altered to button o Search controls moved to right-hand side of page o Modified context menu o Enhanced sorting o Modified column selection design o Enhanced d
Slide 21: Infrastructure & Architecture
Infrastructure & Architecture • SSO available for Tenrox Mobile for iOS, Windows Phone and Android devices. • Currency Exchange API has updated list of supported currencies based on ISO4217. • Updated Exchange Rate Engine. 21
Slide 22: Updated Partner Integrations
Updated Partner Integrations • Accounting Systems: • SAGE ERP 300 2014 • Microsoft Dynamics GP 2015 • Customer Relationship Management (CRM): • Microsoft CRM Online 2015 • Project Management: • Microsoft Project 2013 22
Slide 23: Q &A
Q &A 23
Slide 24: Enterprise Work Management
Enterprise Work Management Run smoothly. Change quickly. Achieve more. 24