Drive strategy. Accelerate results.cloud-based program & portfolio management software
Presentation TitlePresenter Names ETC.
Month Day, Year
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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
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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.
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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
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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
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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
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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
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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
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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!
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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
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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.
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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
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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
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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.
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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
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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
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We consider our use of PowerSteering to provide a competitive advantage over
other organizations.
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PowerSteering enables our PMO to realize efficiencies
throughout the entire project life cycle.
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PowerSteering users were consistent in their assessment
of the product’s usability, configurability, excellent
reporting and support.
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PowerSteering has brought unprecedented transparency,
accountability and oversight to the Highways Agency. ”
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An effective combinationof feature strength
and low barrier of entry.
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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
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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