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Revolutionizing K-12 Processes:Intuitive Applications & Workflow AutomationSkyward iCon 2018
Agenda Customer EngagementProduct AnnouncementsV7.4 UpdateBusiness Announcements2C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Your PresentersLaurie VanDoezelaarDonna LaforetNancy WilliamsFileBoundPractice DirectorFileBoundManager, Professional ServicesRapid City Area SchoolsBusiness Analyst3C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
The Upland Solution: Work SmarterWork Smarter with Solutionsthat Are: 4C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.Purpose-builtCloud-basedMobile-readyDeeply integratedEasy to implementHighly scalableUser-driven UX/UIEnterprise-grade
About UplandPurpose-Built EnterpriseWork ManagementSolutions That DeliverPowerful Results 5C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.Team collaborationManaging projects and costsAutomating workflowsEngaging prospects and customers
Upland Product Family: OverviewProject and age your organization’sprojects, professional workforce,and IT costs.Real time productivity optimization,collaboration, and functionalautomation across yourorganization’s value chain.Effectively engage with yourcustomers, prospects andcommunity via the web andmobile ghtAnswers6QvidianFileBoundAccuRouteUltriva(for IT Support)C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.Mobile MessagingClickabilityLeadLanderRightAnswers(for Customer Service)
Upland Product Family: SolutionsProject and ITManagementWorkflowAutomationLean Six Sigma/Process ExcellenceRFP and Sales Proposal AutomationProject & Portfolio ManagementEnterprise Content ManagementProfessional Services AutomationAccounts Payable/Receivable AutomationRisk ManagementHuman Resources AutomationIT GovernanceHealthcare Records ManagementIT Cost ManagementContract Process AutomationNew Product Development PPMEducation Workflow AutomationTime & Expense ManagementGovernment Document ManagementKnowledge Management for IT SupportElectronic KanbanCollaborative Supply PortalSecure Document Process Automation7C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.DigitalEngagementApplication-to-Person Mobile MessagingMobile & Text MarketingWeb Content ManagementWebsite Visitor Analytics & ReportingKnowledge Management for CustomerService
Why Customers Choose UplandAward-Winning Cloud ProductsYou get the award-winning cloud solution that’s purpose-built for your businessneed, not bloated suites or costly on premise software. We make your best-ofbreed strategy a reality.Customer Success CommitmentAt Upland, customer success means you achieve the value you expect from oursoftware and are delighted by the experience. Our entire UplandOne businessplatform is built around it.The Scale & Resources to DeliverUpland is a financially strong, growing, publicly-traded company (symbol UPLDon the NASDAQ Global Market) with the scale and resources needed to investin your success.8C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
The FileBound Solution9C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Nancy WilliamsRapid City Area SchoolsBusiness Analyst28 Schools 13,320 Students10C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
How We Got StartedCustomer since2012Met with AssistantSuperintendentand IT DirectorMet with HighSchool RegistrarsSOLUTION DEVELOPMENTRewrote policyReviewed CUM FoldersDesigned BucketsIdentified Rights11C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.Installed Softwareand ScannersOutlined Goals &Provided TrainingSolution Follow-upand OngoingCustomer Success
“ looked at ways to eliminate paper and streamlineprocesses in the district for years. Using Upland solutions, weare moving towards our goal of a paperless district.”-Rapid City Area Schools12C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Workflow Challenges Manual PaperRouting13C o m p a n yC o n f i d e n t i a l Lost Time &Increased Costs ProcessingBottlenecksRapid City Area Schools 2017 Upland Software, Inc.Lack ofProcessVisibility
Rapid City Area Schools ExamplesExternalInternal Bus RequestFamily Access RequestRequest for RecordsFood Service Refund14C o m p a n yC o n f i d e n t i a lEmployee ContractingApp RequestCapital OutlayCapital ProjectPre-Travel RequestRtIIT OrientationAnd more! 2017 Upland Software, Inc.
Results Rapid City Area Schools Integration to SIS Time Savings Reduction of paper Information pre-filled usingStudent or EmployeeRecord Time Savings Student Records ReadilyAvailable CUM Folders “Shuffle”Eliminated Access From Computer Basedon Security Integrates with Excel15C o m p a n yC o n f i d e n t i a l Required information isfilled out Routing is correct Reportable Available to public andinternal 2017 Upland Software, Inc.BENEFITS
TheFileBoundPlatform16C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Process Automation Easy to design & deploy Drag and drop Inline integrations Robust capability17C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Forms Creator & Forms Portal Easy to design & deploy Controlled access Responsive Offline Built in analytics18C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
End User Interaction For Approving InvoicesWorkspace19C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Analytics Configurabledashboards Out of the box Intelligent insights Comprehensive Real-time productivity20C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Skyward Integration21C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Skyward Integration22C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Demo23C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.
Thank you!24C o m p a n yC o n f i d e n t i a l 2017 Upland Software, Inc.For more information pleasecontact:Laurie VanDoezelaar561.672.8350lauriev@uplandsoftware.com
Enterprise Content Management. Accounts Payable/Receivable Automation. Human Resources Automation. Healthcare Records Management. Contract Process Automation. Education Workflow Automation. Government Document Management. Electronic Kanban. Collaborative Supply Portal. Secure Document Proces
