Don’t Just Work, Work Smart.
cloud-based enterprise project, portfolio and work management
June 2014
Agenda
Engagement & Project Objectives
Team Introductions & Upland EPM Live Overview
Deployment Approach & Responsibility Matrix
Statement of Work Deliverables
Product Overview
Next Steps
2
Team Introductions
Customer Team Roles
Executive Sponsor – The project’s executive champion should participate and support the initiative
from the beginning, through go-live and beyond.
Project Manager– This person partners with the Upland project manager to lead the implementation
and make sure the project tasks and overall timeline are on track.
Business / Functional SME’s – These resources will need to participate in initial deployment to
represent their respective teams business requirements
One or more Power Users – These users help make sure your project will meet the needs of the end
users, including management. We also recommend that you use power users as first-line support. To
fill that role, consider training these users first and then providing more in-depth training.
Application Administrators– This person should be involved throughout the implementation and
afterward. It’s important that the administrator understand the business processes and requirements
from managers and users.
One or more trainers – Trainers need to identify relevant materials from EPM Live or develop custom
training materials (such as quick-reference guides). You’ll need materials both for the initial
implementation to on-board new users and once the application is live, for remediation or for new
functionality
System Administrators– (for on-premise deployments only) this person should be involved
throughout the implementation and afterward. It’s important that the system administrator understand
the technical backend and archiving requirements for the system.
4
Upland Family of Cloud Work Management
Applications
5
Program &
Portfolio
Management
Project
Management &
Collaboration
• Top-down
governance
process
• High-level
tracking &
visibility
• Alignment &
prioritization
• Capacity &
financial
forecasting
•
•
•
•
Project and
work execution
Multiple
planning tools
Social
collaboration
platform
Dynamic
resource
planning
Professional
Services
Automation
Online
Timesheets &
Billing
Workflow &
Document
Automation
IT Financial &
Business
Management
• Manage cost &
billing rules
• Charge back &
invoicing
• Tight integration
to CRM and
Financials
• Time and
expense tracking
• Time Tracking &
Approval
• Project Costing
& Budgeting
• Leave Time
Accrual & Usage
• Project Billing
• T&E Expense
Reporting
• Define workflows
and integrate with
business systems
• Capture content
from any source
& turn docs into
data
• Automatically
index documents
• IT service and
product costing
• Consumption
and demand
visibility
• IT budgeting and
forecasting
• “What If” financial
analysis
Product Features
Portfolio Management
Align Work with Strategic Objectives
 Align resources and
investments with
strategic objectives
 Review your
comprehensive,
real-time project
portfolio information
to ensure effective
decision making
 Determine optimal
portfolio with
budget and business
constraints
7
Governance & Workflow
 Define multiple
workflows to
standardize,
communicate, and
enforce the
governance
framework across the
organization
 Define workflows for
consistent
governance controls
8
Schedule Management
 Manage work from
simple work items
to large programs
 Deliver work on
time and on budget
 Build Work Plans
Using Web-based
Planner
 Manage Backlogs
Using Agile Planner
9
Gain Visibility and Control
Across All Work
Work Management
 Increase the
effective working
time
 Increase team
members’
ownership and
accountability of
this process
 Increase control
over the execution
of work
 Managers have
more visibility into
work priorities
10
Manage and Track All Your Work
Demands In Your Organization
Financial Management
11
Financial Analysis
Determine Optimal Budget Under
Business Constraints
 Understand budgets
and actual spending
 Compare current
Investments against
forecasted & actual
performance
 More accurately
monitor of finances
 Integrate with other
Financial Systems
12
Resource Forecasting
13
Resource Management
Get People Working On The Right Work At The Right
Time
 Analyze and assign
resources to work
based on skill,
availability, and
location
 More accurately
forecast staffing
needs
 Understand current
and long-term skill
gaps
 View strategic
resource utilization
14
Reporting
 Gauge overall
progress of the
various work
investments
throughout their
lifecycle
 Identify trends over
time to understand
and improve your
business
 Review
comprehensive, realtime information to
ensure effective
decision making
15
Make The Right Decisions On Data You Can Trust
Communities
All Work,
All Process, One
Platform
16
Project
Management
Office
Communities allow
users to focus only on
their data and their
processes
New Product
Development
IT
Planning &
Control
Application
Lifecycle
Management
Integration
Connect Your External Line-of-Business Data
& Applications
17
Social Collaboration
Keeping Everyone Informed & Up-to-Date
18
Statement of Work Deliverables
Item
Quantity
Considerations/Description
Quick Start Implementation Services:
QuickStart Build-To-Order
Deployment Services
Fixed cost scope
Includes kick-off meeting, BTO Questionnaire
workshop (Requirements and Design),
configuration on SaaS, Testing
Installation Services
Fixed cost scope
Pre-Installation meeting; Installation of EPM Live
EPM Live Enterprise
Annual Subscription
Pilot:
25 Full Users
60 Team Members
Named users
Development License
10 Full User Dev/test user
licenses
Software:
Premier Success Package
Training
EPM Live University
Full access
Premier Support
Web site support plus…
24/7 Telephone Support
Accelerated Response Time
Live Technical Q&A
Quarterly Health Checks
19
Named users
What’s Included in a QuickStart?
20
What's Included:
Quick Start Configuration
Project Center
Modify up to four (4) existing fields and two (2) existing views
Timesheets
Activate standard features and options
Project Schedule Templates
Add up to four (4) Project Schedule templates in the Project Schedules Library
Security
Seven(7) Out of the Box Permission Groups to account for: Visitors, Team Members, Project
Managers, Resource Managers, Portfolio Managers, Executives, and Administrators
Resource Roles
Add/Modify up to ten (10) existing Roles
Departments
Add/Modify up to ten(10) existing Departments
Cost Type (Enterprise Only)
Modify up to three (3) existing Cost Types for Estimates/Budget, Actuals, and Resource Plans
Cost Categories (Enterprise Only)
Add/Modify up to ten (10) existing Labor cost categories
Resource Center
Modify up to two (2) attributes
Populate up to 25 Resources into Resource Pool
Calendar
One (1) existing Monthly Calendar
Communities
Out of the box Communities for Projects and “My Workplace”
Engagement Overview and Project Objectives
EPM Live Build-to-Order Process
EPM Live Consultants will help you:
 Choose your Apps
 Design Apps for your Business Needs
 Configure your Apps
Service Management
22
Program Management
Project Prioritization
Project Changes
Recommended Deployment Approach
CRAWL




Demand capture
Basic Prioritization
Project Governance
Simple budget, cost
and benefit tracking
 Reporting and Portals
 Standard dashboards
and portfolios
Value
Achieved:
23
50%
WALK
 Sophisticated
prioritization
 Advanced portfolios,
dashboards
 Intricate measures
 Detailed financial
tracking
 Capacity Management
30%
RUN
 Detailed project cost
estimation
 Project scheduling
 Detailed task
management
 Full blown Resource
Management
 Detailed cost tracking
20%
23
Deployment Approach
Based on internal best practices, and over 10 years of experience, the Upland Services
PMO follows a five-phase framework, structured to deliver continual improvement.
Plan
Configure &
Prototype
Architect
Test
Post
Deployment
Support
Project Kick-Off
User Acceptance
Testing (Client)
Configuring
and Testing
End User
Training
24
Deploy
Requirements,
Design &
Documentation
Validate Scope
Configuration
Review and
Acceptance of
Deliverables
Go Live
Transition to
Product Support
Maintaining
Support, Training,
and Health
Checks by CSM
Upland University
Upland New Online Learning Management System
 Access user guides
 Watch videos ondemand
 Register for webinars
 Participate in live Q&A
sessions
Knowledge at your fingertips
25
25
Customer Portal
Better Service through Self Service
26
Next Steps
Next Steps
28
•
Schedule Requirements Gathering
•
Develop Training Plan
•
Develop Pilot Strategy
Thank you!
Upland Mission:
To revolutionize the way organizations
plan, manage and execute
30
work.