UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale

Download UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale

Post on 20-Oct-2014

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Learn how this complex, global organization uses Pivotal at the core of its entire business processes and hear the story of how they upgraded to Pivotal 6 in just four months! With operations scattered around the world, find out how they pulled this off successfully.

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PowerPoint Presentation

How to Upgrade to Pivotal SIX in Four Months and Live to Tell the Tale

Bryan Belanger Vice President of Information Systems - UBM TechInsights

About UBM TechInsightsPivotal Role in the organizationWhy Upgrade?Our StrategyLessons LearnedFuture StateQuestions

TechInsights A Global Presence

Ottawa

Munich

Austin

Warsaw

Tokyo

Shanghai

Montpellier

A global professional services organizationHighly organized and focused on clients' needs and success, with;40+ years of combined technical analysisOver 19,000 reference analysis reportsThroughput of over 1500 programs per yearOver one hundred thousand patents handled over the years work on over 200 IP cases per yearCapabilities from silicon to software to mobile electronic systems340 highly experienced and energetic employees Skilled in the Art of Technology

UBM TechInsights is the preeminent firm for the provision of sophisticated information and advice to technology companies. Our foundation of technical expertise and analysis tools, combined with years of experience on all aspects of the IP / Technology Lifecycle allow us to deliver the highest ROI to the client. Our leadership position is sustained by our commitment to the upmost integrity, and the ongoing investment and acquisition of knowledge and capabilities necessary to meet our clients evolving needs. If you need assistance in managing your most complex technology or IP challenges, turn to UBM TechInsights for assured results. Visit www.ubmtechinsights.com.

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Enabling Effective IP Management

Business IntelligenceTechnical Intelligence

IP Services Business Intelligence

IP Services Patent Brokerage (Buy)

IP Services Technical Intelligence Business Intelligence Patent Brokerage (Buy)

IP Services Patent Brokerage (Sale) Technical Intelligence

A Pivotal Role at TechInsights

More than a CRM

Its a Productivity Platform

Processes supported: Lead Gen, Quoting, Pricing, Project Initiation, Sourcing, MarketingSecurity mechanism, FOPFully integrated

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Metrics

Forecasting

Inventory

Quoting

Workflow based task pads

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Enabling decisions

Confidential graphic removed

Enabling decisions

Confidential graphic removed

Running version 5.9 WAM

Merger of three distinct entities (Canada, US, China) 2009/2010Global performance challengesEmbrace the power of the new toolImprove internal processes

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Our Strategy From the Ground Up

Our Strategy From the Ground Up

Our Strategy From the Ground Up

Sneak peaks at basic forms and task pads posted on internal wikiLoading secondaries, important design decision

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Our Strategy From the Ground Up

Lesson # 1: The Business

Buy inInvolve usersPreviewNot a technology project

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Lesson # 2

Satellite servers(client vs server side tasks; improves performance)SP9 debacleAgents

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Lesson # 3: S..C..O..P..E..

Dont bite off more than you can chewFocus, focus, focusStick to your guysCommitmentData Import and Cleanup using SSIS; Manage orphaned records; Sourcing and Quotation process improvements

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Lesson # 4:

Lesson # 4

Dont under estimate trainingInvolve the userVideo based training modules

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Pivotal...The Future

2011 / 2012Re-engineering of processesMarketing AutomationWebsite IntegrationeMarketing

2012 / 2013Mobility / AppThin ClientCRM Culture Tool Pack

SourcingQRPardot

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