Upland Qvidian Customer Roadshow · Source: Company information and management (1) Based on the...

Upland QvidianCustomer RoadshowOrlando

Welcome

You are in good company

#QvidianRoadshow

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

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


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


4:45-5:00 PM Closing Remarks Blue Spring5:00-6:00 PM Qvidian Cocktail Reception Blue Spring & Foyer

Upland Overview

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

Workflow Automation

AccuRouteFileBoundInterFAXQvidian

RO InnovationUltriva

Digital Engagement

ClickabilityLeadLander

Mobile MessagingRightAnswers

Project & IT Management

ComSciEclipse PPM

PowerSteeringRightAnswers

Tenrox

Upland Product Family: Overview

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

Upland Acquires RO Innovation

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%

Quest’s

RO Enablement Platform

Sample of RO Customers

Upland’s Sales Enablement Vision

Read Sean Nathaniel’s blog, "A Vision for More Tightly Integrated Sales Workflows" here: bit.ly/UplandROblog

Qvidian Updates

+ 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

Upland Qvidian Organizational Update


+ Tony DeLollis – Sr Director of Engineering

+ Dan Montoya – Director of Support

Key Facts

AWS Migration Update


+ 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

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

Customer Success


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

Customer Success Program


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

Customer Experience Survey Results

“How likely is it that you would recommend Upland Software to

a friend or colleague?”

Thank you for participating!

+ 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


+ 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

?

+ Redesigned interface• Fresh look and feel• Collapsible menu• Updated Home page

+ New content• Role-based landing pages• New videos

Qvidian Help Center


Aug

+ Collapsible menu

Navigation: Menu


+ Search with filter

Home

Home page


+ Tiles• Getting started• Role-based topics• Videos• Training

+ What’s new• Links• Video

+ Support information

Getting StartedFeatures


+ Getting started basics+ Where do I start

• New to your team • New Qvidian instance• Inherited an existing instance

+ Additional resources

Roles

Role – based Topics


+ RFP Writers and Managers+ Proposal and PPT creators+ SME+ Content Managers+ Administrators

Training Information

Training


+ QU courses+ Open Q&A sessions

New Videos

Videos


+ Updated User Interface+ Projects

• Overview• Searching • Editing an RFP• Collaboration

+ Library References + Architecture – Table of Contents

creation

New Videos

Videos & Help Content – Coming in Q4


+ Content Review Jobs• Creating• Managing• SME ‘how to’

+ Merge Codes Overview

Updated Help Topics+ User Experience Refresh – Homepage, Admin+ Analytics & Reporting+ New Features

Services Update

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)

+ 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


+ 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


+ 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


Poll Question


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, Panduit

BJ Lownie, Strategic Proposals

+ 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...


+ 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!

+ 20% off any University course+ Coupon code “Roadshow2018”+ Register here:

https://uplandsoftware.com/qvidian/qvidian-resources/university/

Qvidian University | Exclusive Roadshow Offer


+ 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


+ 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


Thank You!

Let’s head to the foyer for some beverages, hors d’oeuvres, and conversation!

Date post:	13-Oct-2020
Category:	Documents
Upload:	others
View:	0 times
Download:	0 times

Upland Qvidian Customer Roadshow · Source: Company information and management (1) Based on the...

Documents