Published on February 21, 2014
Drive strategy. Accelerate results. cloud-based program & portfolio management software Presentation Title Presenter Names ETC. Month Day, Year
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 2 Presentation Name
A Proven Market Leader Leader Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services A recognized innovator in PPM since 1998. Visionary Magic Quadrant for Integrated IT Portfolio Analysis Applications Leader, SaaS IT PPM MarketScape: IT Project and Portfolio Management Innovator Enterprise Project Portfolio Management Vendor Landscape Winner Best of SaaS Showplace Certified Stage-Gate Ready Certified by Stage-Gate International 3 Presentation Name
Unmatched Flexibility Manage Any Portfolio, Program, or Project Type Run IT Like a Business Empower Business or Enterprise PMOs 4 Presentation Name IT PMO NPD Improve Product Portfolio Value PEX Drive Process Excellence Program Results
An End-to-End Cloud Solution • • “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 • 5 Presentation Name Highly flexible and configurable – APM, ITSM, Waterfall, Agile, EPPM (Not just IT) Sophisticated analytics and financial tracking
True 100% Cloud PPM Infinite Scalability Proven Security Global Availability 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 6 Presentation Name Platform Neutrality World-class Hosting
Rapid Speed-to-Value Most clients are live in <6 weeks Thanks to our flexibility, ease-of-use, “Enterprise Cloud” delivery, and proven deployment methodology 7 Presentation Name • • • 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
Phased, “Sweet Spot” Deployment CRAWL Demand capture Basic Prioritization Project Governance Simple budget, cost and benefit tracking Reporting and Portals Standard dashboards and portfolios Value Achieved: 8 Presentation Name 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%
PMO Express Overview The only cloud PPM solution for small PMOs looking to adopt a top-down, portfolio management approach. The average PMO Express saves more than 25% of the cost of a similar scale enterprise deployment. Provides a “Sweet Spot” best practice configuration based on PowerSteering’s 15 year track record of empowering project management offices at global organizations. Clients can typically be up and running in a day or two - and generating results in the first week! • • • • • 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 9 Presentation Name
Integrate To Any Data Source • • • • • Portfolio visibility Demand management Investment selection Resource assignment Reporting & analysis INTEGRATION PLATFORM Pre-built Connectors | Published APIs, XML, & Web Service | Direct GUI & Batch Imports / Exports IT Management • Project Updates (Agile – tasks/sprints) • Issue, Risk, Bug Updates • Tickets 10 Presentation Name Project/Work Mgmt • Project Definition/plan • Tasks/milestones • Assignments • Resource Mgmt EPR/Financials • Actual Cost • Project Budgets • Task definition HR Database • User profiles • Certifications • Skills Authentication • LDAP • Single Sign-On • Active Directory
Enabling Top-Down Governance Obtain top-down visibility into all work & investment to improve alignment with business strategy. Optimize delivery by balancing work requests & proposed projects vs. the active portfolio. Roll-up data without requiring granular tracking of all resources & tasks. Drill into details of underlying portfolios & projects at a click. 11 Presentation Name
Program & Strategy Management 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. 12 Presentation Name Get at-a-glance visibility into status & KPIs of underlying projects.
Managing Your Entire Portfolio IT Applications & Services are also unique data objects with distinct attributes & workflows, and can be managed as portfolios. Dashboards can be configured to include any KPI or column, with threshold indicators. Manage budget and compliance performance targets Each action can automatically launch a related workflow or project. 13 Presentation Name
Demand Management Assess proposals and demand in context of in-flight projects to optimize your portfolio. Easily include/exclude projects to see effect on overall portfolio. 14 Presentation Name Assess and prioritize demand based on any customer criteria.
Powerful Project & Resource Mgmt 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 Resource Histogram shows real-time changes to resource availability as project schedule changes are made. 15 Presentation Name Make on-the-fly changes to project schedules & immediately see the effect on resources.
Financial Management Flexible financial worksheet captures costs & benefits. Multiple versions can be locked once audited, and provide full history log and variance reporting. Calculate & track advanced financial analytics such as NPV, EVA, or any custom formula. Costs & benefits can be allocated across BUs & programs. 16 Presentation Name Set thresholds that trigger automated alerts and/or Dashboard indicators.
“ We consider our use of PowerSteering to provide a competitive advantage over other organizations. 17 Presentation Name ”
“ 18 Presentation Name PowerSteering enables our PMO to realize efficiencies throughout the entire project life cycle. ”
“ PowerSteering users were consistent in their assessment of the product’s usability, configurability, excellent reporting and support. 19 Presentation Name ”
“ PowerSteering has brought unprecedented transparency, accountability and oversight to the Highways Agency. 20 Presentation Name ”
“ 21 Presentation Name An effective combination of feature strength and low barrier of entry. ”
About Upland Advantages: Scale, Breadth, Focus and Financial Strength 1,200 Enterprise Clients, 300,000+ active users in 50 plus countries 250+ employees 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. 22 Presentation Name 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 Cloudbased IT Project & Portfolio Management Services
A Comprehensive Product Family Program & Portfolio Management Project Management & Collaboration • Top-down governance process • High-level tracking & visibility • Alignment & prioritization • Capacity & financial forecasting • 23 Presentation Name • • • 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
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