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.
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UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell the Tale
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. • About UBM TechInsights
• “Pivotal” Role in the organization
• Why Upgrade?
• Our Strategy
• Lessons Learned
• Future State
• Questions
3. TechInsights – A Global Presence
A global professional services
organization
Highly organized and focused on Ottawa
clients' 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 Tokyo
Capabilities from silicon to software Montpellier
to mobile electronic systems
340 highly experienced and energetic
employees “Skilled in the Art of Shanghai
Technology” ™
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. A “Pivotal” Role at TechInsights
More than a Finance &
Billing
CRM…
Reporting Project
It’s a & Search Mgmt
Productivity Pivotal
Platform
Product
Websites
Library
Parts
Library
10. Running version 5.9 WAM
Merger of three distinct entities (Canada, US, China)
– 2009/2010
Global performance challenges
Embrace the power of the new tool
Improve internal processes
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.
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