Drive strategy. Accelerate results. cloud-based program & portfolio management software PowerSteering Product Roadmap Your Success Is Our Bottom Line Jay Hoskins Director of Product Management PowerSteering
Agenda How a release is born PowerSteering today Version 11 Enterprise work management / new user interface Demo Spring 2014 Fall 2014 Getting ready for V11 Other announcements Feedback Questions 2
How a release is born Quality Agility Predictability Idea Funnel JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC V11 Service Pack Service Pack Service Pack Spring Release (V12) Fall Release (V13) 3 Emergency Releases will be performed as needed.
PowerSteering today (V9.4 & V10) Scenario planning Portfolio targets Strategic analysis Easier to use Compare portfolio versions Dozens of fixes and features 4
5 Portfolio targets
6 In-line editing
7 Dashboard charts
8 Portfolio Comparison
9 Portfolio planning
Other items Retail calendar support Delegated Administrators Role based alerts Transformations include more project data Enforce sequential gate scheduling improvements 10
Up next (V11) Beta version available soon Enterprise work management cloud (Beta) UI & navigation Search History, favorites, & pinned items Customer driven improvements Bulk metric copy and lock Status reports on retail calendar schedule Scheduled reports on retail calendar schedule Performance improvements Upland analytics Mobile My Work 11
Enterprise Work Management Cloud The Upland Enterprise Work Management Cloud allows organizations to connect any supported combination of Work Management SaaS, or On-Premise applications User Devices PC Tablet Phone Services Upland Cloud Apps Program & Portfolio Management Project Management & Collaboration Professional Services Automation Document & Workflow Automation Financial & Business Management Upland Cloud Platform Integration Identity Upland Cloud Platform Mobile My Work Social Notification Workflow Analytics Upland Cloud Infrastructure Reliability Secure Disaster Recovery Sandboxes Transparent Status Certified Upland Cloud Infrastructure Scalable Upgrades 12
13 V11 user interface and navigation (Demo)
14 Upland Mobile Apps
Spring release 2014 (V12) Enterprise work management cloud V1 Customer driven enhancements Side by side display of metric values in multiple currencies on dashboard and reports Exchange rate versions for long range planning comparisons Planning automation Automated percent complete Automated status roll up Effort and actual roll ups Integrated estimate to complete Automated roll assignments Performance improvements 15
Planning automation Adding several new attributes to work Estimate to complete Effort roll up Actual roll up Revised effort Percent complete can be automatically computed if desired Project status can be automatically set higher in the work tree New estimates to complete can be approved and adjust the schedule if desired by the project manager Estimate to complete can be reported on the timesheet 16
Fall release 2014 (V13) PowerSteering page components Multi-component page layouts Responsive touch UI improvements Project management improvements User experience 17
18 Page layouts and components
Responsive Touch UI Strategy Platform Tablet Laptop Phone Desktop 19
Getting ready for version 11 Beta will be available soon (watch your announcements) Release is expected as the first release in 2014 (approximately Feb 2014) Customers who are not ready will be allowed to stay on version 10 till the second major release of 2014 (approximately in Oct 2014) Version 10 will not be supported except for severity one and approved severity two issues Customers staying back on V10 may upgrade to current production release by making a request to the service desk Anyone still on V10 for the Fall 2014 release will be upgraded to the current production version at that time (V13) 20
Major release process Preparation activities Customer Beta testing (Minimum 4 weeks) Release announcement What s new webinar Community postings Start Beta sites announced to customers Customers are granted access to beta sites for testing via a help desk request Customers with paid stage sites may now upgraded them via a help desk request Customers are granted access to detailed what s new documentation and training Customer release communications as needed Beta sites announced Release date is announced two weeks prior to the release Release NOTE: The beta test time period is a minimum of 4 weeks before the release. The period may be extended depending on customer feedback, the complexity of the release, or other factors beyond our control. 21
V11 browsers supported Full (non-mobile) browsers supported PowerSteering supports the four most popular browsers, Internet Explorer, Chrome, Safari, and Firefox. Internet Explorer -> IE10, IE9, & IE8 are supported. Chrome -> Most recent version. NOTE: Google Chrome applies updates automatically; PowerSteering makes every effort to support the most recent version, however, anomalies occasionally creep in. Firefox -> Most recent version. NOTE: Firefox applies updates automatically; PowerSteering makes every effort to support the most recent version, however, anomalies occasionally creep in. Safari -> Most recent version. Other browsers (including mobile) In most cases, other browsers provide a similar experience to the full browsers, however, they are not rigorously tested. Look for our mobile apps coming soon and better responsive design architecture later in 2014 22
Classic reports retirement Customers using legacy classic reports have been advised to move off them for the past couple of years They will be officially turned off and unavailable in the Fall 2014 release Problems with those reports between now and then will be dealt with on a case-by-case basis and they may not be fixed if the report is easily replicated by other capabilities Watch your announcements 23
Product feedback http://www.uplandideas.com/ 24
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