PowerSteering Hosting/Cloud Investments

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1 Do the right work. Do the work right. cloud-based project, portfolio and work management software PowerSteering Hosting/Cloud Investments Sean Nathaniel, VP of Product Development 9/17/2013

2 How to Participate in Today s Webinar You will be muted avoid background noise, but please ensure you are muted on your phones. Questions can be sent directly to Sean Nathaniel A recording will be sent out within a few days. 2

3 Introduction Sean Nathaniel Vice President Product Development Sean is responsible for translating Upland s product vision into cloud applications that deliver world-class reliability, scalability, and performance. Most recently, Sean was CIO of Enterprise Software Developer Marex Group, Inc., where he led the innovative product development and technology operations team. He was responsible for the strategy and execution of the product vision, delivery of Cloud services and led a range of service teams including technical support, training, project implementation and professional services. In addition, Mr. Nathaniel was responsible for global sales and distribution channels outside North America. Software Development Quality Assurance Cloud Operations Enterprise Systems 3

4 Company Overview The largest provider of cloud-based software for project, portfolio and work management Our Vision: To revolutionize the way organizations plan, manage and execute work Our Products: The only family of award winning cloud applications that cover the entire work span from strategic planning to task execution 1,200 Enterprise clients with 300,000 active users in 50+ countries The only Cloud provider with 3 products in the Gartner PPM magic quadrant Backed by $3.9B Austin Ventures Proven management team 250+ employees Strong sales growth & profitability HQ in Austin, TX with regional offices in San Diego, Lincoln, Cambridge, Montreal and London. 3 Products Magic Quadrant for Cloud-Based IT PPM 5 Stars Time & Billing Systems 4

5 A Comprehensive Family of Cloud Applications Project Portfolio Management SharePoint Project & Work Management Professional Service Automation Workflow & Document Automation Top-down Project & Portfolio (PPM) solutions for managing IT and Business PMOs. Enterprise Work Management and Project & Portfolio (PPM ) solutions built on Microsoft SharePoint. Workflow-driven Professional Services Automation (PSA) and project workforce management solutions. Cloud software for workflow automation and document management. 5 Can be deployed separately or as integrated solutions to enable end-to-end visibility from strategic planning & analysis to execution-level productivity & collaboration.

6 Delivery Strategy Product Delivery Strategy

7 Upland Product Delivery 1. The delivery organizations reports under one VP, to ensure that quality is a priority throughout the delivery chain 2. The quality bar is set high from development through service delivery 3. Continuous innovation is part of delivering quality 4. Best in class partners, services and equipment are key ingredients to delivering quality 5. We include our customers in our quality journey 6. We have a plan for our quality journey 7

8 Software Development Quality Agility Predictability 1. Quality focused development processes 2. Balanced prioritization processes 3. Predictable delivery schedules JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Service Pack Service Pack Service Pack Service Pack Major Release Major Release Software patches will be provided as needed. 8

9 Quality Assurance Quality Performance Scalability 1. Quality scorecard 2. Automated Performance & Load Testing 3. User scenario testing 9

10 Cloud Operations Quality Availability Security 1. Quality Service 2. Best in class design and infrastructure 3. Security Focus Montreal Chicago San Diego 10

11 Delivery Strategy PowerSteering Cloud Strategy

12 Optimal Location 12

13 Data Center Data Center Co-located at Tier IV Equinix Internet Business Exchange (IBX) Center in Chicago, IL Patented multilevel security system Data center equipment managed by Upland Employees SSAE16 Audited Processes by Deloitte & Touché LLP Fully redundant equipment and components within data center Backup Nightly offsite backups Connectivity Patented route control technology used to select best routing path over 11 major bandwidth suppliers for optimal responsiveness. Akamai Web Application Accelerator Security and Vulnerability Testing Daily vulnerability tests performed by MacAfee 13

14 70% of Equipment Refreshed Best of Breed 14

15 Cloud Operations Upland Cloud Operations Center Monitoring Global availability and responsiveness monitoring Node, system and component monitoring using Nagios & Cacti Resources Grow cloud ops team from 3 to 15 Addition of senior resources to the team - Monitoring 15

16 Delivery Strategy Cloud Strategy Timeline

17 Timeline Added RAM to improve performance Moved DNS to multi-homed geographically distributed DNS service. Equipment purchase for new data center First set of customers in new data center. JUNE AUGUST OCTOBER DECEMBER MAY Added Senior Resource JULY Added Web Servers and segregated large clients SEPTEMBER Adding Storage Capacity & more Web Servers NOVEMBER V10 Over 30% of R&D on stability & automated performance tests completed. APRIL 2014 New Upland data center New PowerSteering Version New patented route control technology 70% of equipment refreshed 4 New Monitoring Systems New Cloud Operations Center Larger Cloud Operations Team 17

18 Meet the User Conference IMPACT 2013 San Diego, CA November 6-8 Join Hotel Del Coronado, San Diego Main Event: November 7 th & 8 th Pre-conference Training: November 6 th * Keynotes from prominent thought leaders Open Q&A sessions with product experts Preview of upcoming product roadmap Customer success stories 200+ Attendees expected 18

19 Do the right work. Do the work right. cloud-based project, portfolio and work management software THANK YOU

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