ubm techinsights: how to upgrade to pivotal 6.0 in 4 months & live to tell the tale
Post on 20-Oct-2014
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How to Upgrade to Pivotal SIX in Four Months and Live to Tell the Tale
Bryan Belanger – Vice President of Information Systems - UBM TechInsights
• About UBM TechInsights• “Pivotal” Role in the organization• Why Upgrade?• Our Strategy• Lessons Learned• Future State• Questions
TechInsights – A Global Presence
Ottawa
Munich
Austin
Warsaw
Tokyo
Shanghai
Montpellier
A global professional services organization
Highly organized and focused on clients' needs and success, with;
40+ years of combined technical analysis
Over 19,000 reference analysis reportsThroughput of over 1500 programs per year
Over one hundred thousand patents handled over the years – work on over 200 IP cases per year
Capabilities from silicon to software to mobile electronic systems
340 highly experienced and energetic employees “Skilled in the Art of Technology” ™
Enabling Effective IP Management
• Business Intelligence• Technical Intelligence
• IP Services• Business Intelligence
• IP Services• Patent Brokerage (Buy)
• IP Services• Technical Intelligence• Business Intelligence• Patent Brokerage (Buy)
• IP Services• Patent Brokerage (Sale)• Technical Intelligence
A “Pivotal” Role at TechInsights
More than a CRM…
Pivotal
Finance &
Billing
Project Mgmt
Product Library
Parts Library
Websites
Reporting &
SearchIt’s a Productivity Platform
Metri
cs
Forecasting
Inventory
Quoting
Enabling decisions…
• Confidential graphic removed
Enabling decisions…
• Confidential graphic removed
Running version 5.9 WAM
Merger of three distinct entities (Canada, US, China) – 2009/2010Global performance challengesEmbrace the power of the new toolImprove internal processes
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 # 3: S
..C..O
..P..E..
Lesson # 4:Lesson # 4
Pivotal…...The Future
2011 / 2012• Re-engineering
of processes• Marketing
Automation• Website
Integration• eMarketing
2012 / 2013• Mobility / App• Thin Client• CRM Culture
Tool Pack
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