Transcription
Upland QvidianCustomer RoadshowOrlando
Welcome
You are in good company#QvidianRoadshow
AgendaTimeTopicRoom8:00-9:00 AMRegistration & BreakfastBlue Spring & Foyer9:00-9:45 AMUpland and Qvidian UpdateBlue Spring9:45-10:30 AMQvidian Product RoadmapBlue Spring10:30-11:00 AM Break11:00-11:45 AM Customer Story Panduit Lisa Grabowski, Global Proposal Team“And Now for Something Completely Different”Blue Spring11:45-12:45 PM Networking lunchBlue Spring & Foyer12:45-1:45 PMBlue SpringFeatured Speaker Strategic Proposals BJ Lownie, CPP APMP Fellow, Managing Director & PrincipalConsultant“TITLE TBD”
AgendaTimeTopic1:45-2:00 PMBreak2:00-2:45 PMBreakout Sessions (Choose One) #1 Rainbow Spring #1 RFP Best Practices, Kelly Hangbers #2 Blue Spring #2 Automating Security Questionnaires, DDQs & More, Debbie O’Mearaand Stacey GerredBreak2:45-3:00 PMRoom3:00-3:45 PMBreakout Sessions (Choose One) #1 Content Management Best Practices, Michael Heffelfinger #2 Extending Qvidian Through Salesforce Integration, Leah Hooper #1 Rainbow Spring #2 Blue Spring3:45-4:00 PMBreak4:00-4:45 PMCustomer Training Session (Choose One) #1 Folder Security, Debbie O’Meara #2 A Quick Win with PowerPoint, Stacey Gerred #1 Rainbow Spring #2 Blue Spring4:45-5:00 PMClosing RemarksBlue Spring5:00-6:00 PMQvidian Cocktail ReceptionBlue Spring & Foyer
Upland Overview
Upland Software at a GlanceEnterprise Work Management Cloud SoftwareUPLDRussell2000 Index450k GlobalUsersCustomer-focused,growing via M&A14SaaSApplicationsHeadquartersAustin, TexasStarted 201230 IndustrySolutionsSource: 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 theInterFAX 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.Project and 00 100%Customers & GrowingCustomer Success Commitment 138MM60%RevenueRevenue Growth(1)(2)
Upland Product Family: OverviewProject & SciEclipse ndInterFAXQvidianRO InnovationUltrivaClickabilityLeadLanderMobile MessagingRightAnswers
Upland Product Families: Use CasesProject & ject & PortfolioManagementRFP & Sales Proposal AutomationCustomer Reference AutomationSecurity & Due Diligence QuestionnairesDocument, Forms, & Process AutomationAccounts Payable/Receivable AutomationHuman Resources AutomationHealthcare Records ManagementContract Process AutomationEducation Workflow AutomationGovernment Document ManagementSecure Document Capture, Fax, & DistributionEnterprise-class Cloud Fax PlatformElectronic KanbanCollaborative Supply PortalApplication-to-PersonMobile MessagingRisk ManagementLean Six Sigma/Process ExcellenceNew Product Development PPMProfessional ServicesAutomation (PSA)Knowledge Management (KM)for IT SupportIT GovernanceIT Cost ManagementTime & Expense ManagementMobile & Text MarketingWeb Content ManagementWebsite VisitorAnalytics & ReportingCustomer EngagementOptimizationKnowledge Management (KM)for Customer Service
Upland Acquires RO Innovation
Facts90%9 of the world’s 10 largestsoftware companies use ROInnovation’s SaaS platform65%Historically 65% ofcustomers areReferrals35%35% of the 80 largest UStechnology companies utilize theRO Innovation Platform
RO Enablement PlatformQuest’s
Sample of RO Customers
Upland’s Sales Enablement VisionRead Sean Nathaniel’s blog, "A Vision for More Tightly Integrated Sales Workflows" here: bit.ly/UplandROblog
Qvidian Updates
Qvidian Acceleration Powered By Upland Rapid deployment to AWS leveraging Upland experience andexpanded operations resources 30% increase in development and UX resources to deliver UIand UX improvements in 2018 Leverage portfolio of proven technology to add best in classcapabilities to the Qvidian solution17 Company Confidential 2018 Upland Software, Inc.
Upland Qvidian Organizational Update Tony DeLollis – Sr Director ofEngineering18 Company Confidential Dan Montoya – Director of Support 2018 Upland Software, Inc.
AWS Migration UpdateKey FactsKey Benefits Migration started: Feb 22Migrated to date: 898 clientsData hosted in AWS: 3.5 TBMigrations happening through August19 Company Confidential 2018 Upland Software, Inc.Faster platformBuilt from the ground upImproved database architectureUpdated disaster recovery (DR)Superior environment monitoringFuture-proofed for scalabilityContinued commitment to securityprocess, procedures and controls
Qvidian and You Partnered for SuccessInnovationIntegrationInvestment RFPs in Word and Excel Proactive sales proposals Content management& compliance SOWs Security questionnaires DDQs PPTs CRM Content stores Configure, price, quote solutions Continuous ImprovementStability and PerformanceDevelopment expansionUI/UXPartnershipsThought leadershipCustomer successNew hosting infrastructure
Customer Success
One unified operating model sets thefoundation for customer success.GOALHigh-Touch CustomerSuccess ProgramExpert ProfessionalServices100%CUSTOMERSUCCESS(Value Experience)Customer-DrivenInnovationExceptional GlobalSupport22 Company ConfidentialQuality-FocusedR&DEnterprise CloudPlatform 2018 Upland Software, Inc.MEASUREMENTNet CustomerRelationshipDepthAnnual EmployeeSurvey
Customer Success Program100%Customer SuccessQuarterlyVirtual UserConferencesNetPromoterScoreOnboard23 Company ConfidentialPremierSuccess PlansCustomer SuccessManager orRepresentativeAdoptProductFeedbackLoopOptimize 2018 Upland Software, Inc.Onboardingand TrainingExpandExecutiveOutreach
Customer Experience Survey Results“How likely is it that you wouldrecommend Upland Software toa friend or colleague?”Thank youfor participating!
Survey Themes and Plans to Address 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
Customer Success Programs 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”?26 Company Confidential Open Q&A Every Tuesday & Thursday Schedule on Community 2018 Upland Software, Inc.
AugQvidian Help Center Redesigned interface Fresh look and feel Collapsible menu Updated Home page New content Role-based landing pages New videos27 Company Confidential 2018 Upland Software, Inc.
Navigation: Menu Collapsible menu Search with filter28 Company Confidential 2018 Upland Software, Inc.
Home pageHome Tiles Getting startedRole-based topicsVideosTraining What’s new Links Video Support information29 Company Confidential 2018 Upland Software, Inc.
Getting StartedFeatures Getting started basics Where do I start New to your team New Qvidian instance Inherited an existing instance Additional resources30 Company Confidential 2018 Upland Software, Inc.
Role – based TopicsRoles RFP Writers and Managers Proposal and PPT creators SME Content Managers Administrators31 Company Confidential 2018 Upland Software, Inc.
TrainingTraining Information QU courses Open Q&A sessions32 Company Confidential 2018 Upland Software, Inc.
VideosNew Videos Updated User Interface Projects OverviewSearchingEditing an RFPCollaboration Library References Architecture – Table of Contentscreation33 Company Confidential 2018 Upland Software, Inc.
Videos & Help Content – Coming in Q4New Videos Content Review Jobs Creating Managing SME ‘how to’ Merge Codes OverviewUpdated Help Topics User Experience Refresh – Homepage, Admin Analytics & Reporting New Features34 Company Confidential 2018 Upland Software, Inc.
Services Update
University TrainingRFP ManagementOn-DemandFoundationsOnline Guided Learning (OGL) or VirtualInstructor-Led Training (VILT)Advanced Content MgmtVirtual Instructor-Led Training (VILT)Advanced ArchitectureOnline Guided Learning (OGL)
Qvidian University Roadmap 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)37 Company Confidential 2018 Upland Software, Inc.
New Services Packages 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 ofcontent, create and deliver custom training to support the new document type, 4 hours of remoteconsulting38 Company Confidential 2018 Upland Software, Inc.
New Services Packages 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 ofremote consulting/training39 Company Confidential 2018 Upland Software, Inc.
Poll Question40 Company Confidential 2018 Upland Software, Inc.
Best Practices In-Product Help Search: Best Practice Open Q&A Every Tuesday and Thursday Community Newsletter
Product Roadmap Update
Wrap Up
To our speakers, THANK YOU!Lisa Grabowski, PanduitBJ Lownie, Strategic Proposals
Let's Continue the Conversation. 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 eventto 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 Community45 Company Confidential 2018 Upland Software, Inc.
On the road Did your colleagues miss out today? Only one more stop on the2018 tour, and space is very limited. Spread the word! Montreal: October 3
Qvidian University Exclusive Roadshow Offer 20% off any University course Coupon code “Roadshow2018” Register ources/university/47 Company Confidential 2018 Upland Software, Inc.
Thought Leadership Qvidian partnering with Strategic Proposalsto develop and deliver Best practice webinar series Whitepapers and Blog posts Value-added services Stay tuned for dates and offers48 Company Confidential 2018 Upland Software, Inc.
University Training Day – Logistics 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 3:30pm49 Company Confidential 2018 Upland Software, Inc.
Thank You!Let’s head to the foyer for some beverages, hors d’oeuvres, and conversation!
Enterprise-class Cloud Fax Platform. Electronic Kanban. Collaborative Supply Portal. Application-to-Person Mobile Messaging. Mobile & Text Marketing. Web Content Management. Website Visitor Analytics & Reporting. Customer
