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.

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

6. Forecasting

7. Quoting

8. Enabling decisions…
• Confidential graphic removed

9. Enabling decisions…
• Confidential graphic removed

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

11. Our Strategy – From the Ground Up

12. Our Strategy – From the Ground Up

13. Our Strategy – From the Ground Up

14. Our Strategy – From the Ground Up

15. Lesson # 1: The Business

16. Lesson # 2

18. Lesson # 4
Lesson # 4:

19. 2011 / 2012 2012 / 2013
• Re-engineering of • Mobility / App
processes • Thin Client
• Marketing • CRM Culture Tool
Automation Pack
• Website Integration
• eMarketing