Revolutionizing K-12 Processes: Intuitive Applications & Workflow Automation
Skyward iCon 2018
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Agenda+ Customer Engagement+ Product Announcements+ V7.4 Update+ Business Announcements
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Your Presenters
Laurie VanDoezelaarFileBound
Practice Director
Nancy WilliamsRapid City Area Schools
Business Analyst
Donna LaforetFileBound
Manager, Professional Services
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The Upland Solution: Work Smarter
Work Smarter with Solutions that Are:+ Purpose-built+ Cloud-based+ Mobile-ready+ Deeply integrated + Easy to implement+ Highly scalable+ User-driven UX/UI+ Enterprise-grade
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About Upland
Purpose-Built Enterprise Work Management Solutions That Deliver Powerful Results+ Team collaboration+ Managing projects and costs+ Automating workflows + Engaging prospects and customers
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Manage your organization’s projects, professional workforce, and IT costs.
Real time productivity optimization, collaboration, and functional automation across your organization’s value chain.
Effectively engage with your customers, prospects and community via the web and mobile technologies.
Upland Product Family: Overview
Project and ITManagement
Digital Engagement
Workflow Automation
TenroxEclipsePPMPowerSteeringComSciRightAnswers(for IT Support)
QvidianFileBoundAccuRouteUltriva
Mobile MessagingClickabilityLeadLanderRightAnswers (for Customer Service)
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Upland Product Family: Solutions
Lean Six Sigma/Process ExcellenceProject & Portfolio ManagementProfessional Services AutomationRisk ManagementIT GovernanceIT Cost ManagementNew Product Development PPMTime & Expense ManagementKnowledge Management for IT Support
RFP and Sales Proposal AutomationEnterprise Content ManagementAccounts Payable/Receivable AutomationHuman Resources AutomationHealthcare Records ManagementContract Process AutomationEducation Workflow AutomationGovernment Document ManagementElectronic KanbanCollaborative Supply PortalSecure Document Process Automation
Application-to-Person Mobile MessagingMobile & Text MarketingWeb Content ManagementWebsite Visitor Analytics & ReportingKnowledge Management for Customer Service
Project and ITManagement
Digital Engagement
Workflow Automation
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Why Customers Choose UplandAward-Winning Cloud ProductsYou get the award-winning cloud solution that’s purpose-built for your business need, not bloated suites or costly on premise software. We make your best-of-breed strategy a reality.
Customer Success CommitmentAt Upland, customer success means you achieve the value you expect from our software and are delighted by the experience. Our entire UplandOne business platform is built around it.
The Scale & Resources to DeliverUpland is a financially strong, growing, publicly-traded company (symbol UPLD on the NASDAQ Global Market) with the scale and resources needed to invest in your success.
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The FileBound Solution
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Nancy WilliamsRapid City Area Schools
Business Analyst
28 Schools | 13,320 Students
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©2017 Upland Software, Inc.
How We Got Started
Outlined Goals & Provided Training
Reviewed CUM Folders
Designed Buckets
Identified Rights
Rewrote policy
SOLUTION DEVELOPMENT
Met with Assistant Superintendent and IT Director
Customer since 2012
Met with High School Registrars Installed Software
and Scanners
Solution Follow-up and Ongoing
Customer Success
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-Rapid City Area Schools
“…looked at ways to eliminate paper and streamline processes in the district for years. Using Upland solutions, we are moving towards our goal of a paperless district.”
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Manual Paper Routing
Lost Time & Increased Costs
Processing Bottlenecks
+ +Lack of Process Visibility
+
Rapid City Area Schools
Workflow Challenges
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Rapid City Area Schools ExamplesExternal+ Bus Request+ Family Access Request+ Request for Records+ Food Service Refund
Internal+ Employee Contracting+ App Request + Capital Outlay+ Capital Project+ Pre-Travel Request+ RtI+ IT Orientation+ And more!
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Results | Rapid City Area Schools
+ Time Savings
+ Information pre-filled using Student or Employee Record
+ Required information is filled out
+ Routing is correct
+ Reportable
+ Available to public and internal
BENEFITS
+ Integration to SIS
+ Reduction of paper
+ Time Savings
+ Student Records Readily Available
+ CUM Folders “Shuffle” Eliminated
+ Access From Computer Based on Security
+ Integrates with Excel
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The FileBound Platform
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Process Automation+ Easy to design & deploy+ Drag and drop+ Inline integrations+ Robust capability
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Forms Creator & Forms Portal+ Easy to design & deploy
+ Controlled access
+ Responsive
+ Offline
+ Built in analytics
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End User Interaction For Approving InvoicesWorkspace
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Analytics+ Configurable
dashboards
+ Out of the box
+ Intelligent insights
+ Comprehensive
+ Real-time productivity
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Skyward Integration
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Skyward Integration
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Demo
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Thank you!For more information please contact:
Laurie [email protected]