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How to Upgrade to Pivotal SIX in Four Months          and Live to Tell the Tale        Bryan Belanger – Vice President of ...
•   About UBM TechInsights•   “Pivotal” Role in the organization•   Why Upgrade?•   Our Strategy•   Lessons Learned•   Fut...
TechInsights – A Global PresenceA global professional servicesorganizationHighly organized and focused on             Otta...
Enabling Effective IP                       Management   • IP Services   • Patent Brokerage (Sale)              • Business...
A “Pivotal” Role at TechInsightsMore than a                Finance &                             BillingCRM…              ...
Forecasting
Quoting
Enabling decisions…• Confidential graphic removed
Enabling decisions…• Confidential graphic removed
Running version 5.9 WAMMerger of three distinct entities (Canada, US, China)– 2009/2010Global performance challengesEmbrac...
Our Strategy – From the Ground Up
Our Strategy – From the Ground Up
Our Strategy – From the Ground Up
Our Strategy – From the Ground Up
Lesson # 1: The Business
Lesson # 2
Lesson # 4Lesson # 4:
2011 / 2012             2012 / 2013•   Re-engineering of     • Mobility / App    processes             • Thin Client•   Ma...
UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale
UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale
UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale
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UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale

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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.

Published in: Technology, Business
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  • 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.
  • Processes supported: Lead Gen, Quoting, Pricing, Project Initiation, Sourcing, MarketingSecurity mechanism, FOPFully integrated
  • Workflow based task pads
  • Sneak peaks at basic forms and task pads posted on internal wikiLoading secondaries, important design decision
  • Buy inInvolve users“Preview”Not a technology project
  • Satellite servers(client vs server side tasks; improves performance)SP9 debacleAgents…
  • Don’t 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
  • Don’t under estimate trainingInvolve the userVideo based training modules
  • SourcingQRPardot
  • Transcript of "UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale"

    1. 1. How to Upgrade to Pivotal SIX in Four Months and Live to Tell the Tale Bryan Belanger – Vice President of Information Systems - UBM TechInsights
    2. 2. • About UBM TechInsights• “Pivotal” Role in the organization• Why Upgrade?• Our Strategy• Lessons Learned• Future State• Questions
    3. 3. TechInsights – A Global PresenceA global professional servicesorganizationHighly organized and focused on Ottawaclients needs and success, with; Munich 40+ years of combined technical analysis Over 19,000 reference analysis reports Austin Throughput of over 1500 programs per Warsaw year Over one hundred thousand patents handled over the years – work on over 200 IP cases per year TokyoCapabilities from silicon to software Montpellierto mobile electronic systems340 highly experienced and energeticemployees “Skilled in the Art of ShanghaiTechnology” ™
    4. 4. Enabling Effective IP Management • IP Services • Patent Brokerage (Sale) • Business Intelligence • Technical Intelligence • Technical Intelligence• IP Services • IP Services• Technical Intelligence • Business Intelligence• Business Intelligence• Patent Brokerage (Buy) • IP Services • Patent Brokerage (Buy)
    5. 5. A “Pivotal” Role at TechInsightsMore than a Finance & BillingCRM… Reporting ProjectIt’s a & Search MgmtProductivity PivotalPlatform Product Websites Library Parts Library
    6. 6. Forecasting
    7. 7. Quoting
    8. 8. Enabling decisions…• Confidential graphic removed
    9. 9. Enabling decisions…• Confidential graphic removed
    10. 10. Running version 5.9 WAMMerger of three distinct entities (Canada, US, China)– 2009/2010Global performance challengesEmbrace the power of the new toolImprove internal processes
    11. 11. Our Strategy – From the Ground Up
    12. 12. Our Strategy – From the Ground Up
    13. 13. Our Strategy – From the Ground Up
    14. 14. Our Strategy – From the Ground Up
    15. 15. Lesson # 1: The Business
    16. 16. Lesson # 2
    17. 17. Lesson # 4Lesson # 4:
    18. 18. 2011 / 2012 2012 / 2013• Re-engineering of • Mobility / App processes • Thin Client• Marketing • CRM Culture Tool Automation Pack• Website Integration• eMarketing
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