revolutionizing k-12 processes...©2017 upland software, inc. manage your organization’s projects,...

Revolutionizing K-12 Processes: Intuitive Applications & Workflow Automation

Skyward iCon 2018

2C o m p a n y C o n f i d e n t i a l

©2017 Upland Software, Inc.

Agenda+ Customer Engagement+ Product Announcements+ V7.4 Update+ Business Announcements



Your Presenters

Laurie VanDoezelaarFileBound

Practice Director

Nancy WilliamsRapid City Area Schools

Business Analyst

Donna LaforetFileBound

Manager, Professional Services



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



About Upland

Purpose-Built Enterprise Work Management Solutions That Deliver Powerful Results+ Team collaboration+ Managing projects and costs+ Automating workflows + Engaging prospects and customers



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)



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



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.



The FileBound Solution

1 0C o m p a n y C o n f i d e n t i a l


Nancy WilliamsRapid City Area Schools

Business Analyst

28 Schools | 13,320 Students



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



-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.”



Manual Paper Routing

Lost Time & Increased Costs

Processing Bottlenecks

+ +Lack of Process Visibility

+

Rapid City Area Schools

Workflow Challenges



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!



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



The FileBound Platform



Process Automation+ Easy to design & deploy+ Drag and drop+ Inline integrations+ Robust capability



Forms Creator & Forms Portal+ Easy to design & deploy

+ Controlled access

+ Responsive

+ Offline

+ Built in analytics



End User Interaction For Approving InvoicesWorkspace



Analytics+ Configurable

dashboards

+ Out of the box

+ Intelligent insights

+ Comprehensive

+ Real-time productivity



Skyward Integration



Demo



Thank you!For more information please contact:

Laurie [email protected]

revolutionizing k-12 processes...©2017 upland software, inc. manage your organization’s projects,...

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