Drive strategy. Accelerate results.cloud-based program & portfolio management software

Presentation TitlePresenter Names ETC.

Month Day, Year

2Presentation Name

Top-Down, Business-Driven PPM

PowerSteering empowers top-down portfolio management across the enterprise, with particular strengths in:

• Top-down planning & visibility

• Program & Strategy Management

• Supporting non-project portfolios, including APM and ITSM

• Financial Management & Benefits Tracking

• Comprehensive integration capabilities

3Presentation Name

A Proven Market LeaderLeaderMagic Quadrant for Cloud-BasedIT Project and Portfolio Management ServicesVisionaryMagic Quadrant for Integrated IT Portfolio Analysis Applications

Leader, SaaS IT PPMMarketScape: IT Project and Portfolio Management

InnovatorEnterprise Project Portfolio Management Vendor Landscape

WinnerBest of SaaS Showplace

CertifiedStage-Gate Ready Certifiedby Stage-Gate International

A recognized innovator in PPM since 1998.

4Presentation Name

Unmatched Flexibility

IT NPD

PMO PEX

Run IT Like a Business

Empower Business or Enterprise PMOs

Drive Process Excellence

Program Results

Improve Product

Portfolio Value

Manage Any Portfolio, Program, or Project Type

5Presentation Name

An End-to-End Cloud Solution• Highly flexible and

configurable – APM, ITSM, Waterfall, Agile, EPPM (Not just IT)

• “Enterprise Cloud” scales from 10 to 10,000+ users

• Easy to use & administer

• Strong top-down Portfolio & Program Management without requiring granular task & resource tracking

• Sophisticated analytics and financial tracking

6Presentation Name

True 100% Cloud PPM

Delivering Cloud PPM to Leading Global

Organizations For Over 15 Years

• 99.5% Uptime Guarantee

• Third Party Penetration & Intrusion Testing

• Disaster Recovery & Business Continuity Plan

• True Cloud with Instant Transparent Upgrades

• Online Data Backups

• Web Application Acceleration via Akamai

• Annually Audited to Ensure Stringent Controls

• Sandbox, Training & Development environments

• Single Sign-On fully supported

Infinite Scalability Proven Security Global Availability Platform Neutrality World-class Hosting

7Presentation Name

Rapid Speed-to-Value

• Kick-off • Pre-deployment questionnaire.• System configuration blueprint

• Validation of functionality• Train the trainer

• Test case scenarios• Validation of product functionality

• Pilot sample entries• Validation of usability of product

• Finalization of production environment data setup• Training of all users• Finalization of all project artifacts

Most clients are live in <6 weeks

Thanks to ourflexibility, ease-of-use, “Enterprise Cloud” delivery, and proven deployment methodology

8Presentation Name

CRAWL WALK RUN

Demand capture Basic Prioritization Project Governance Simple budget, cost and

benefit tracking Reporting and Portals Standard dashboards

and portfolios

Sophisticated prioritization

Advanced portfolios, dashboards

Intricate measures Detailed financial

tracking Capacity Management

Detailed project cost estimation

Project scheduling Detailed task

management Full blown Resource

Management Detailed cost tracking

50% 30% 20%ValueAchieved:

Phased, “Sweet Spot” Deployment

9Presentation Name

PMO Express OverviewThe only cloud PPM solution for small PMOs looking to adopt a top-down, portfolio management approach.

Provides a “Sweet Spot” best practice configuration based on PowerSteering’s 15 year track record of empowering project management offices at global organizations.

• Packaged offering for <30 users• Flat set-up fee provided with your own PM• Full access to all product capabilities• Bundle of online support and services• Scalable

The average PMO Express saves

more than 25% of the cost of a

similar scale enterprise

deployment.

Clients can typically be up and

running in a day or two - and

generating results in the first

week!

10Presentation Name

Integrate To Any Data Source

• Portfolio visibility• Demand management• Investment selection• Resource assignment• Reporting & analysis

• User profiles• Certifications• Skills

HR Database

• Project Definition/plan

• Tasks/milestones• Assignments• Resource Mgmt

Project/Work Mgmt

• Actual Cost• Project Budgets• Task definition

EPR/Financials

• LDAP• Single Sign-On• Active Directory

Authentication

• Project Updates (Agile – tasks/sprints)

• Issue, Risk, Bug Updates

• Tickets

IT Management

INTEGRATION PLATFORMPre-built Connectors | Published APIs, XML, & Web Service | Direct GUI & Batch Imports / Exports

11Presentation Name

Drill into details of underlying portfolios & projects at a click.

Enabling Top-Down Governance

Obtain top-down visibility into all work & investment to improve alignment with business strategy.

Roll-up data without requiring granular tracking of all resources & tasks.

Optimize delivery by balancing work requests & proposed projects vs. the active portfolio.

12Presentation Name

Get at-a-glance visibility into status & KPIs of underlying projects.

Manage Programs & Strategic Goals as unique objects with their own workflows and attributes.

Create explicit linkage of strategic goals, programs and supporting projects.

Automatically aggregate data to Program or Strategy level analytics.

Program & Strategy Management

13Presentation Name

Managing Your Entire Portfolio

Dashboards can be configured to include any KPI or column, with threshold indicators.

Each action can automatically launch a related workflow or project.

IT Applications & Services are also unique data objects with distinct attributes & workflows, and can be managed as portfolios.

Manage budget and compliance performance targets

14Presentation Name

Demand Management

Assess and prioritize demand based on any customer criteria.

Easily include/exclude projects to see effect on overall portfolio.

Assess proposals and demand in context of in-flight projects to optimize your portfolio.

15Presentation Name

Powerful Project & Resource Mgmt

Resource Histogram shows real-time changes to resource availability as project schedule changes are made.

Make on-the-fly changes to project schedules & immediately see the effect on resources.

Drag-and-drop interface allows user to easily select, reorder, and resize columns

Projects/work can be included or excluded from totals at a click, for ad hoc “what-if” analysis on schedule & resource impacts

16Presentation Name

Flexible financial worksheet captures costs & benefits. Multiple versions can be locked once audited, and provide full history log and variance reporting.

Set thresholds that trigger automated alerts and/or Dashboard indicators.

Calculate & track advanced financial analytics such as NPV, EVA, or any custom formula.

Costs & benefits can be allocated across BUs & programs.

Financial Management

17Presentation Name

We consider our use of PowerSteering to provide a competitive advantage over

other organizations.

“

”

18Presentation Name

PowerSteering enables our PMO to realize efficiencies

throughout the entire project life cycle.

“

”

19Presentation Name

PowerSteering users were consistent in their assessment

of the product’s usability, configurability, excellent

reporting and support.

“

”

20Presentation Name

PowerSteering has brought unprecedented transparency,

accountability and oversight to the Highways Agency. ”

“

21Presentation Name

An effective combinationof feature strength

and low barrier of entry.

“”

22Presentation Name

About Upland

The largest provider of cloud-based

enterprise software for project,

portfolio, and work management.

Vision:

To revolutionize the way

organizations plan, manage and

execute projects & work.

Advantages: Scale, Breadth, Focus and Financial Strength 1,200 Enterprise Clients, 300,000+

active users in 50 plus countries

250+ employees

Strong sales growth & profitability

Backed by Austin Ventures, a $3.9B

fund

Major offices in Austin, Boston,

Montreal, Omaha, San Diego, & the UK

The only company with 3 products in

Gartner’s Magic Quadrant for Cloud-

based IT Project & Portfolio

Management Services

23Presentation Name

A Comprehensive Product Family

Project Management & Collaboration

• Project and

work execution• Multiple

planning tools• Social

collaboration

platform• Dynamic

resource

planning

Professional Services

Automation

• Manage cost &

billing rules• Charge back &

invoicing• Tight integration

to CRM and

Financials• Time and

expense tracking

Program & Portfolio

Management

• Top-down

governance

process• High-level

tracking &

visibility• Alignment &

prioritization• Capacity &

financial

forecasting

Workflow & Document

Automation

• Define workflows

and integrate with

business systems• Capture content

from any source

- turn docs into

data• Automatically

index documents

IT Financial & Business

Management

• IT service and

product costing• Consumption and

demand visibility• IT budgeting and

forecasting• “What If” financial

analysis

Online Timesheets &

Billing

• Time Tracking &

Approval• Project Costing &

Budgeting• Leave Time

Accrual & Usage• Project Billing• T&E Expense

Reporting