Gain real-time visibility into your projects. cloud-based, workflow-driven Professional Services Automation
Microsoft Dynamics Professional Services Automation Presenters: Marlon Arevian Sr. Solution Consultant Tenrox by Upland
Kevin Sequeira GM & Director, Product Management Tenrox by Upland
Agenda Corporate Overview Solution Overview
Microsoft Dynamics & Tenrox Live Demo Q&A
Microsoft Dynamics Professional Services Automation
Corporate Overview
Who is Upland? The largest cloud provider of Enterprise Work Management software 7 award winning products 275 people committed to innovation and customer success United by shared vision
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Our Family of Enterprise Cloud Applications Upland’s award-winning products meet different work management challenges, but all enable alignment, productivity, and governance.
IT Business & Financial Management
Project Management & Collaboration
Workflow & Document Automation
Web Content Management
Time & Expense Tracking
Program & Portfolio Management Professional Services Automation
Project Portfolio Management Layers Strategies
Strategy Portfolios
Program & Portfolio Management Projects
Work Execution & Collaboration
• • • • •
Strategic Plans Enterprise Architecture Innovation/Ideation New Product Development Performance Plan/Budget
• • • • • •
Objectives Initiatives Services Applications Project Types LSS
• • • • • • •
IT Projects Billable Projects Application Maintenance Service Requests Software Development To Dos Etc..
“Each Layer of the Pyramid can be mapped to a specific type of PPM provider offering products” 2013 – Maximize Value by Managing PPM Tool Proliferation Daniel Stang, Gartner Research
Built with Best of Breed PPM Applications • Visibility – High-level Tracking • Alignment & Prioritization • Top-Down Governance Process Strategy
• IT service and product costing • Consumption and demand visibility • IT budgeting and forecasting Program & Portfolio Management
• Project & Work Collaboration • Managing All Types of Work • Dynamic Resource Planning
Work Execution & Collaboration
• • • •
Time and Expense Management Resource & Project Management Project Financials Billing and Revenue Recognition
“Each layer of the pyramid require a different type of PPM product with a corresponding configuration type”
2013 – Maximize Value by Managing PPM Tool Proliferation Daniel Stang, Gartner Research
Microsoft Dynamics Professional Services Automation
Solution Overview
The Only True Workflow-Driven PSA Solution Why Tenrox?
Technology Partners
Key Benefits & Capabilities:
Key Functional Areas:
• Monitor and increase resource utilization
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Resource & Capacity Planning
• Increase control over fixed bid projects, scope change and employee-related expenditures
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Project Planning
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Revenue Management
• Implement consistent project execution best practices
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Workflow Designer
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Time Tracking
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Expense Management
•
Project Financials
• Increase project visibility, workforce productivity and operational effectiveness
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Analytics & Reporting
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Integration
• Facilitate real-time communication and decisionmaking”
•
Mobile
• Automate project compliance with labor and industry regulations
Tenrox PSA Solution
Graphical workflows based on Microsoft Workflow Foundation Strong project & resource management capabilities Extensive time-reporting and project accounting capabilities Designed to leverage your existing enterprise software investments
Built-in integration with: • • •
MS Dynamics CRM MS Dynamics GP MS SharePoint MS Project
Microsoft Dynamics Professional Services Automation
Microsoft Dynamics & Tenrox
Bid to Bill Process
Plan & Forecast Opportunity / Projects
Execute
Accessible Anywhere Workflow-Engine
Integrate
Bill, Invoice, Chargebacks & Rev. Rec. Analyze & Report
MS Dynamics & Tenrox
Bringing Together Best of Breed Solutions
Your Workforce > Your Projects > Your Financials > Real-Time Visibility
MS Dynamics CRM & Tenrox
Bringing Together Your Sales & Project Workforce
Account & Contacts
Client & Client Contact
Project
Project
User
User
KPI
KPI
MS Dynamics GP & Tenrox
Bringing Together Your Financials & Project Workforce
Manage Customers
OBS & WBS
Manage Employees
Users
Tax & Currencies
Tax & Currency Tables
Accounts Payable
Payables Payroll
Accounts Receivable Accounting (General Ledger)
Invoicing
Project Accounting
MS SharePoint & Tenrox Bringing Together your Document Management & Project Workforce
Document Management
User Authentication
Project Workspaces
Link SharePoint documents to Tenrox objects: clients, projects, tasks
Project Content Collaboration
Link Tenrox project to the project’s SharePoint workspace
Q & A Session
Please ask your questions in the “Questions” section on your GoToWebinar panel.
Contact Us: Toll free #: 855-944-PLAN (7526) Email:
[email protected]
Website: www.tenrox.com Connect with us: @tenrox Tenrox Company: Tenrox
