Upland Qvidian Customer Roadshow · Source: Company information and management (1) Based on the...
Transcript of Upland Qvidian Customer Roadshow · Source: Company information and management (1) Based on the...
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Upland QvidianCustomer RoadshowOrlando
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Welcome
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You are in good company
#QvidianRoadshow
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Agenda Time Topic Room8:00-9:00 AM Registration & Breakfast Blue Spring & Foyer
9:00-9:45 AM Upland and Qvidian Update Blue Spring
9:45-10:30 AM Qvidian Product Roadmap Blue Spring
10:30-11:00 AM Break
11:00-11:45 AM Customer Story | Panduit• Lisa Grabowski, Global Proposal Team
“And Now for Something Completely Different”
Blue Spring
11:45-12:45 PM Networking lunch Blue Spring & Foyer
12:45-1:45 PM Featured Speaker | Strategic Proposals• BJ Lownie, CPP APMP Fellow, Managing Director & Principal
Consultant“TITLE TBD”
Blue Spring
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AgendaTime Topic Room1:45-2:00 PM Break
2:00-2:45 PM Breakout Sessions (Choose One)• #1 | RFP Best Practices, Kelly Hangbers• #2 | Automating Security Questionnaires, DDQs & More, Debbie O’Meara and Stacey Gerred
• #1 | Rainbow Spring• #2 | Blue Spring
2:45-3:00 PM Break3:00-3:45 PM Breakout Sessions (Choose One)
• #1 | Content Management Best Practices, Michael Heffelfinger• #2 | Extending Qvidian Through Salesforce Integration, Leah Hooper
• #1 | Rainbow Spring• #2 | Blue Spring
3:45-4:00 PM Break4:00-4:45 PM Customer Training Session (Choose One)
• #1 | Folder Security, Debbie O’Meara• #2 | A Quick Win with PowerPoint, Stacey Gerred
• #1 | Rainbow Spring• #2 | Blue Spring
4:45-5:00 PM Closing Remarks Blue Spring5:00-6:00 PM Qvidian Cocktail Reception Blue Spring & Foyer
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Upland Overview
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Enterprise Work Management Cloud Software
Project and IT Management
Workflow Automation
Digital Engagement
30+Industry
Solutions
4,000+Customers & Growing
Source: Company information and management(1) Based on the mid-point of our guidance range for the year ending December 31, 2018 as disclosed in the May 9, 2018 Form 8-K, plus Q1 gross pro forma revenue from the
InterFAX acquisition. (2) Year-over-year recurring revenue growth based on the mid-point of our guidance range for the quarter ending 6/30/2018 as disclosed in the May 9, 2018 Form 8-K.
HeadquartersAustin, TexasStarted 2012
14SaaS
Applications
100%Customer Success Commitment
$138MMRevenue(1)
60%Revenue Growth(2)
UPLDCustomer-focused, growing via M&ARussell
2000 Index
450k+Global Users
Upland Software at a Glance
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Workflow Automation
AccuRouteFileBoundInterFAXQvidian
RO InnovationUltriva
Digital Engagement
ClickabilityLeadLander
Mobile MessagingRightAnswers
Project & IT Management
ComSciEclipse PPM
PowerSteeringRightAnswers
Tenrox
Upland Product Family: Overview
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Project & IT Management
Workflow Automation
Digital Engagement
Project & PortfolioManagement
Risk ManagementLean Six Sigma/
Process ExcellenceNew Product Development PPM
Professional ServicesAutomation (PSA)
Knowledge Management (KM)for IT SupportIT Governance
IT Cost ManagementTime & Expense Management
Upland Product Families: Use Cases
RFP & Sales Proposal AutomationCustomer Reference Automation
Security & Due Diligence QuestionnairesDocument, Forms, & Process AutomationAccounts Payable/Receivable Automation
Human Resources AutomationHealthcare Records Management
Contract Process AutomationEducation Workflow Automation
Government Document ManagementSecure Document Capture, Fax, & Distribution
Enterprise-class Cloud Fax PlatformElectronic Kanban
Collaborative Supply Portal
Application-to-PersonMobile Messaging
Mobile & Text MarketingWeb Content Management
Website VisitorAnalytics & Reporting
Customer EngagementOptimization
Knowledge Management (KM) for Customer Service
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Upland Acquires RO Innovation
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35% of the 80 largest US technology companies utilize the
RO Innovation Platform
Historically 65% of customers are
Referrals
Facts
9 of the world’s 10 largest software companies use RO Innovation’s SaaS platform
3565 % %90%
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Quest’s
RO Enablement Platform
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Sample of RO Customers
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Upland’s Sales Enablement Vision
Read Sean Nathaniel’s blog, "A Vision for More Tightly Integrated Sales Workflows" here: bit.ly/UplandROblog
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Qvidian Updates
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+ Rapid deployment to AWS leveraging Upland experience and expanded operations resources
+ 30% increase in development and UX resources to deliver UI and UX improvements in 2018
+ Leverage portfolio of proven technology to add best in class capabilities to the Qvidian solution
Qvidian Acceleration Powered By Upland
© 2018 Upland Software, Inc. 17 | Company Confidential
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Upland Qvidian Organizational Update
© 2018 Upland Software, Inc. 18 | Company Confidential
+ Tony DeLollis – Sr Director of Engineering
+ Dan Montoya – Director of Support
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Key Facts
AWS Migration Update
© 2018 Upland Software, Inc. 19 | Company Confidential
+ Migration started: Feb 22+ Migrated to date: 898 clients+ Data hosted in AWS: 3.5 TB + Migrations happening through August
Key Benefits+ Faster platform+ Built from the ground up+ Improved database architecture+ Updated disaster recovery (DR)+ Superior environment monitoring+ Future-proofed for scalability+ Continued commitment to security
process, procedures and controls
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Qvidian and You | Partnered for Success
Innovation
• RFPs in Word and Excel• Proactive sales proposals• Content management
& compliance• SOWs• Security questionnaires• DDQs• PPTs
Integration
• CRM• Content stores• Configure, price, quote solutions
Investment
• Stability and Performance• Development expansion• UI/UX• Partnerships• Thought leadership• Customer success• New hosting infrastructure
Continuous Improvement
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Customer Success
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© 2018 Upland Software, Inc. 22 | Company Confidential
Customer-DrivenInnovation
High-Touch CustomerSuccess Program
Exceptional Global Support
Enterprise Cloud Platform
Quality-Focused R&D
Expert ProfessionalServices 100% CUSTOMER
SUCCESS
One unified operating model sets the foundation for customer success.
GOAL
(Value + Experience)
MEASUREMENTNet Promoter
Score
Customer-DefinedValue
Customer Relationship
Depth
Financial Strength
Annual EmployeeSurvey
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Customer Success Program
© 2018 Upland Software, Inc. 23 | Company Confidential
100%
Premier Success Plans
Executive Outreach
Quarterly Virtual User Conferences
Customer Success Manager or
Representative
Product Feedback
Loop
Onboarding and Training
Onboard Adopt Optimize Expand
Customer Success
Net Promoter
Score
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Customer Experience Survey Results
“How likely is it that you would recommend Upland Software to
a friend or colleague?”
Thank you for participating!
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+ Continue simplifying the user experience and make Qvidian faster
+ Enhance in-product Help and provide more free resources• Training, guides, best practices, etc.
+ Continue improving Technical Support and resolve issues rapidly
+ Strengthen collaboration with Customer Success Managers
Survey Themes and Plans to Address
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© 2018 Upland Software, Inc. 26 | Company Confidential
+ Your Customer Success Manager+ Your champion for driving adoption & best practices+ Pulse Checks & Business Reviews+ Escalations
+ Get involved in Product Design & Development+ Focus Groups, feedback sessions, Beta programs
+ Adoption Webinar Series+ “Responding to RFPs: Workflow & Automation”+ “Content Management Best Practices”
+ Open Q&A Every Tuesday & Thursday+ Schedule on Community
Customer Success Programs
?
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+ Redesigned interface• Fresh look and feel• Collapsible menu• Updated Home page
+ New content• Role-based landing pages• New videos
Qvidian Help Center
© 2018 Upland Software, Inc. 27 | Company Confidential
Aug
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+ Collapsible menu
Navigation: Menu
© 2018 Upland Software, Inc. 28 | Company Confidential
+ Search with filter
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Home
Home page
© 2018 Upland Software, Inc. 29 | Company Confidential
+ Tiles• Getting started• Role-based topics• Videos• Training
+ What’s new• Links• Video
+ Support information
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Getting StartedFeatures
© 2018 Upland Software, Inc. 30 | Company Confidential
+ Getting started basics+ Where do I start
• New to your team • New Qvidian instance• Inherited an existing instance
+ Additional resources
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Roles
Role – based Topics
© 2018 Upland Software, Inc. 31 | Company Confidential
+ RFP Writers and Managers+ Proposal and PPT creators+ SME+ Content Managers+ Administrators
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Training Information
Training
© 2018 Upland Software, Inc. 32 | Company Confidential
+ QU courses+ Open Q&A sessions
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New Videos
Videos
© 2018 Upland Software, Inc. 33 | Company Confidential
+ Updated User Interface+ Projects
• Overview• Searching • Editing an RFP• Collaboration
+ Library References + Architecture – Table of Contents
creation
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New Videos
Videos & Help Content – Coming in Q4
© 2018 Upland Software, Inc. 34 | Company Confidential
+ Content Review Jobs• Creating• Managing• SME ‘how to’
+ Merge Codes Overview
Updated Help Topics+ User Experience Refresh – Homepage, Admin+ Analytics & Reporting+ New Features
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Services Update
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University Training
RFP Management On-Demand
Foundations Online Guided Learning (OGL) or Virtual Instructor-Led Training (VILT)
Advanced Content Mgmt Virtual Instructor-Led Training (VILT)
Advanced Architecture Online Guided Learning (OGL)
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+ Current Offerings• Qvidian Foundations (VILT and OGL)• Advanced Content Management (VILT)• Analytics Standard Dashboards• RFP Management On Demand
+ New Course - Q3 2018• Advanced Architecture (OGL)
+ New One Time Only Courses - Q4 2018• Moving from Library to Projects (VILT)• Content Management for RFPs (VILT)
Qvidian University Roadmap
© 2018 Upland Software, Inc. 37 | Company Confidential
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+ Consulting Service Package• Two seats to Adv. Content Management, document type refresh, style template refresh, library audit,
8 hours of remote consulting/training
+ New Document Type Service Package• Half-day remote strategy session, 1 document type, prepare, load and associate 250 pieces of
content, create and deliver custom training to support the new document type, 4 hours of remote consulting
New Services Packages
© 2018 Upland Software, Inc. 38 | Company Confidential
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+ Training Service Package• 2 seats to Qvidian Foundations, 2 seats to Adv. Content Management, 4 seats to RFP Management,
6 hours of remote hourly training
+ Training and Consulting Service Package – Lite• 2 seats to Foundations Online Guided Learning, 2 seats to Adv. Content Management, 4 hours of
remote consulting/training
New Services Packages
© 2018 Upland Software, Inc. 39 | Company Confidential
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Poll Question
© 2018 Upland Software, Inc. 40 | Company Confidential
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Best Practices• In-Product Help
• Search: Best Practice
• Open Q&A
• Every Tuesday and Thursday
• Community
• Newsletter
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Product Roadmap Update
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Wrap Up
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To our speakers, THANK YOU!
Lisa Grabowski, Panduit
BJ Lownie, Strategic Proposals
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+ Stay tuned for our post-Roadshow email• Review our Boston Roadshow event by responding to our brief survey• Download some of the presentations from today’s event
to use what you’ve learned
+ Keep tabs with us online• Qvidian.com | access Blogs, eBooks, Case Studies, and Thought Leadership pieces• Follow us on Twitter @UplandQvidian, and find us on LinkedIn for regular updates
• Check out the Qvidian Community
Let's Continue the Conversation...
© 2018 Upland Software, Inc. 45 | Company Confidential
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+ Montreal: October 3
On the road…Did your colleagues miss out today? Only one more stop on the 2018 tour, and space is very limited. Spread the word!
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+ 20% off any University course+ Coupon code “Roadshow2018”+ Register here:
https://uplandsoftware.com/qvidian/qvidian-resources/university/
Qvidian University | Exclusive Roadshow Offer
© 2018 Upland Software, Inc. 47 | Company Confidential
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+ Qvidian partnering with Strategic Proposals to develop and deliver• Best practice webinar series• Whitepapers and Blog posts• Value-added services
+ Stay tuned for dates and offers
Thought Leadership
© 2018 Upland Software, Inc. 48 | Company Confidential
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+ Check-in outside Blue Spring/Rainbow Spring Foyer+ Breakfast at 8:00am+ Training begins at 8:30am
• Hands-on training, bring your laptop
+ Two sessions• RFP (Michael Heffelfinger and Debbie O'Meara) - Rainbow Spring• Content Management (Leah Hooper) - Blue Spring
+ Lunch at 12:00pm - Foyer
+ Training restarts at 1:00pm• Workshop style training
+ Concludes at 3:30pm
University Training Day – Logistics
© 2018 Upland Software, Inc. 49 | Company Confidential
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Thank You!
Let’s head to the foyer for some beverages, hors d’oeuvres, and conversation!