UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale

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” ™

http://images.google.ca/imgres?imgurl=http://www.wvu.edu/~intlprog/faculty_led/faculty_led_files/pic_china_shanghai_skyline.jpg&imgrefurl=http://www.wvu.edu/~intlprog/faculty_led/su_china_business.htm&h=579&w=829&sz=37&hl=en&start=7&um=1&tbnid=9ngszCumv0JPUM:&tbnh=101&tbnw=144&prev=/images?q=Shanghai&um=1&hl=en&sa=N













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

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

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

UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale

Technology

Transcript of UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale