Upland Qvidian Customer Roadshow...Source: Company information and management (1) Based on the...

Upland QvidianCustomer RoadshowBoston | June 26, 2018

Welcome

You are in good company

#QvidianRoadshow

AgendaTime Topic Room8:00-9:00 AM Breakfast & Registration International AB

9:00-9:45 AM Upland and Qvidian Update | Karen Meyer & Jeff Weil, Upland Qvidian, Sean Nathaniel, Upland Software International AB

9:45-10:45 AM Qvidian Product Roadmap | Karen Meyer, Karen Letendre, Rajesh Radhakrishnan, Upland Qvidian International AB

10:45-11:15 Break

11:15-12:00 PM Customer Story, Questar Assessment | “Great Lengths for Great Content”Leif Ueland, Director of Proposal System Effectiveness International AB

12:00-1:00 PM Networking lunchAugust Release Preview - Karen Letendre, Rajesh Radhakrishnan International AB

1:00-1:45PM

Breakout Sessions (Choose One)• #1 | Review of Latest Qvidian Releases | Michael Heffelfinger, Upland Qvidian• #2 | Extending Qvidian Through Salesforce Integration | Helen Atkinson, Upland Qvidian

• #1 | International AB• #2 | Wellesley

Agenda Time Topic Room1:45-2:00 PM Break

2:00-2:45 PM

Breakout Sessions (Choose One)• #1 | Review of Latest Qvidian Releases | Michael Heffelfinger, Upland Qvidian• #2 | Automating Security Questionnaires, DDQs and More | Helen Atkinson, Upland Qvidian

• #1 | International AB• #2 | Wellesley

2:45-3:00 PM Break

3:00-3:45 PM

Customer Story, Change Healthcare | “Overcoming Merger Challenges as a Proposal Team”Tracy Warren, Director, Enterprise Proposal ManagementAmanda Olson, Proposal Analyst

International AB

3:45-4:00 PM Break

4:00-4:45 PM Customer Story, Eaton Vance Management |“Applying Best Practices to Qvidian”Monica McGillicuddy, Content Database Manager International AB

4:45-5:00 PM Closing Remarks International AB

5:00-6:00 PM Qvidian Cocktail Reception International AB Foyer

Upland Overview

Enterprise Work Management Cloud Software

Project and IT Management

Workflow Automation

Digital Engagement

48% 30+$136MMRevenue(1) Revenue Growth(2) Industry Solutions

4,000+Enterprise Clients and

Growing

UPLD

Source: Company information and management(1) Based on the mid-point of our guidance range for the year ending 12/31/2018 as disclosed in the March 22, 2018 Form 8-K, plus Q1 pro forma revenue from Interfax acquisition. (2) Year-over-year recurring revenue growth based on the mid-point of our guidance range for the quarter ending 3/31/2018 as disclosed in the March 8, 2018 Form 8-K.(3) Based on company estimates

Headquarters Austin, TexasStarted 2012 Acquisitive Growth Company Acquisitions to Date17

14SaaS

Applications

100%Customer Success

Commitment

Upland Software at a Glance

© 2018 Upland Software, Inc. 7 | Company Confidential

Project & IT Management

Digital Engagement

Workflow Automation

Purpose-Built Enterprise Work Management Solutions That Deliver Powerful Results

The Upland Solutions: Work Smarter


+ Team collaboration+ Managing projects and costs+ Automating workflows+ Engaging prospects and customers


Workflow Automation

Digital Engagement

Manage your organization’s projects, professional workforce, and IT costs.

Optimize, automate, and secure document intensive workflows across

your enterprise and supply chain.

Effectively engage with your customers, prospects and

community via the web and mobile.

Project & Work Management

Portfolio Management (PPM)

Professional Services Automation (PSA)

KM for IT Support

IT Financial Management (ITFM)

Upland Product Family: Overview

Secure Document Capture & Fax

Document & Workflow Automation

RFP and Proposal Automation

Supply Chain Collaboration

Enterprise Mobile Messaging

CMS

Website Lead Management

KM for Customer Service



Workflow Automation

Digital Engagement

Manage your organization’s projects, professional workforce, and IT costs.

Optimize, automate, and secure document intensive workflows across

your enterprise and supply chain.

Effectively engage with your customers, prospects and

community via the web and mobile.

Eclipse PPM

PowerSteering

Tenrox

RightAnswers (IT Support)

ComSci

Upland Product Family: Overview

AccuRoute

FileBound

InterFAX

Qvidian

Ultriva

Mobile Messaging

Clickability

LeadLander

RightAnswers (Customer Support)


Customer Success


TenroxEclipse PPM

PowerSteeringComSci

RightAnswers

Award-Winning Cloud Products

Customer Success Commitment

The Scale and Resources to Deliver

You get a trusted, 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.

At 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.

Upland 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.

Delivering 100% Customer Success



Customer-DrivenInnovation

High-Touch CustomerSuccess Program

Exceptional Global Support

Enterprise Cloud Platform

Quality-Focused R&D

Expert ProfessionalServices 100% CUSTOMER

SUCCESS

One unified operating model sets the foundation for customer success.

GOAL

(Value + Experience)

MEASUREMENTNet Promoter

Score

Customer-DefinedValue

Customer Relationship

Depth

Financial Strength

Annual EmployeeSurvey

Customer Success Program


100%

Premier Success Plans

Executive Outreach

Quarterly Virtual User Conferences

Customer Success Manager or

Representative

Product Feedback

Loop

Onboarding and Training

Onboard Adopt Optimize Expand

Customer Success

Net Promoter

Score

Qvidian Updates

+ Rapid deployment to AWS leveraging Upland experience and expanded operations resources

+ 30% increase in development and UX resources to deliver UI and UX improvements in 2018

+ Leverage portfolio of proven technology to add best in class capabilities to the Qvidian solution

Qvidian Acceleration Powered By Upland


Key Facts

AWS Migration Update


+ Migration started: Feb 22+ Migrated to date: 898 clients+ Data hosted in AWS: 3.5 TB + Migrations happening through August

Key Benefits+ Faster platform+ Built from the ground up+ Improved database architecture+ Updated disaster recovery (DR)+ Superior environment monitoring+ Future-proofed for scalability+ Continued commitment to security

process, procedures and controls

Upland Qvidian Community• Forums

• News & Updates

• How-To Videos

• Knowledge Base

• Webinars

• Contact Support

Qvidian and You | Partnered for Success

Innovation

• RFPs in Word and Excel• Proactive sales proposals• Content management

& compliance• SOWs• Security questionnaires• DDQs• PPTs

Integration

• CRM• Content stores• Configure, price, quote solutions

Investment

• Development expansion• UI/UX• Partnerships• Thought leadership• Customer success• New hosting infrastructure

Continuous Improvement

Services Update

University Training

RFP Management On-Demand

FoundationsOnline Guided Learning (OGL) or Virtual Instructor-Led Training (VILT)

Advanced Content Management

Virtual Instructor-Led Training (VILT)

+ Current Offerings• Qvidian Foundations (VILT and OGL)• Advanced Content Management (VILT)• Analytics Standard Dashboards• RFP Management On Demand

+ New Courses - Q3 of 2018• Advanced Architecture (OGL)

+ New Courses - Q4 of 2018• Moving from Library to Projects (VILT)• Content Management for RFPs (VILT)

Qvidian University Roadmap


+ Consulting Service Package• Two seats to Adv. Content Management, document type refresh, style template refresh, library audit,

8 hours of remote consulting/training

+ New Document Type Service Package• Half-day remote strategy session, 1 document type, prepare, load and associate 250 pieces of

content, create and deliver custom training to support the new document type, 4 hours of remote consulting

New Services Packages


+ Training Service Package• 2 seats to Qvidian Foundations, 2 seats to Adv. Content Management, 4 seats to RFP Management,

6 hours of remote hourly training

+ Training and Consulting Service Package – Lite• 2 seats to Foundations Online Guided Learning, 2 seats to Adv. Content Management, 4 hours of

remote consulting/training

New Services Packages


Wrap Up

+ Stay tuned for our post-Roadshow email• Review our Boston Roadshow event by responding to our brief survey• Download some of the presentations from today’s event

to use what you’ve learned

+ Keep tabs with us online• Qvidian.com | access Blogs, eBooks, Case Studies, and Thought Leadership pieces• Follow us on Twitter @UplandQvidian, and find us on LinkedIn for regular updates

• Check out the Qvidian Community

Let's Continue the Conversation...


+ Chicago: August 9 (University Training August 10)

+ Orlando: September 19 (University Training September 20)

+ Montreal: October 3 (University Training October 4)

On the road…Did your colleagues miss out today? Don’t worry, there are three more stops on the 2018 tour. Spread the word!

+ 20% off any University course+ Coupon code “Roadshow2018”+ Register here:

https://uplandsoftware.com/qvidian/qvidian-resources/university/

Qvidian University | Exclusive Roadshow Offer


+ Check-in outside Wellesley Room+ Breakfast at 8:00am+ Training begins at 8:30am

• Hands-on training, bring your laptop

+ Two sessions• RFP (Ryan Halliday) - Wellesley Room• Content Management (David Bellemore) - International D

+ Lunch at 12:00pm+ Training restarts at 1:00pm

• Workshop style training

+ Concludes at 3:30pm

University Training Day – Logistics


Thank You!

Upland Qvidian Customer Roadshow...Source: Company information and management (1) Based on the...

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Transcript of Upland Qvidian Customer Roadshow...Source: Company information and management (1) Based on the...