Don’t miss the opportunity to learn how Apttus partners are using the Excel UI, instead of their CRM system UI, to work in CRM. In this demo jam, see first-hand how partners use X-Author to build the most innovative apps to help their customers and their own business. You’ll walk away with an understanding of the possibilities when the power of CRM and Excel are combined.

1. #AccelerateQTC
Lucid Infosystems / Appirio
May 3, 2017
X-Author Partner Spotlight:
Innovative Applications for Excel & CRM

2. #AccelerateQTC
Lucid Infosystems / May 3, 2017
The Power of X-Author
Using X-Author to Bridge from Desktop to Cloud

3. Chief Architect
David Mosher
david@lucidinfosystems.com
• 14 year veteran of Salesforce implementations including Sales
Cloud, Marketing Cloud, and Service Cloud as well as many
AppExchange apps such as Apttus
• CS, UC Berkeley and MBA, Santa Clara University
Our Solutions, Our Experience, Your Success

4. Accelerate Business Growth - Grow faster with services offered by Lucid Infosystems.
Learn more about our offerings and how we deliver solutions to our customers:
www.lucidinfosystems.com
Portfolio | Program | Product
Management
Salesforce APTTUS
Solutions
E2E Implementations
Business Process Re-Engineering
& Product Selection
SWAT Team
Support Services
Change Management
Training & Comms
Quality Assurance
Assessments
Apps Development
Integrations
Our End-to End-Solutions…
Lucid Infosystems delivers professional end-to-end solutions and personalized services through niche
solutions that make a difference. We help you with critical and complex Salesforce & Apttus QTC
implementations.

5. X-Author – How it Works
5
X-Author for Excel transforms Microsoft Excel
from a standalone desktop tool into Cloud
• Applications can be built easily
• Work in the flexible Excel user interface
• Quicker for Data Loading
• Excel templates can be used to create and update
Cloud data while users are working offline

6. Lucid X-Author Apps: Solutions
Hi-Tech
Healthcare
Education
Non Profit

7. Agile
Waterfall Iterative
Hybrid
Project
Planning
Estimation
Project
Monitoring
Risk
Management
Change
Management
Reporting
Project
Closure
Decision
Analysis
Resolution
Issues &
Risk Analysis
Training
Development
Resource
Management
Process
Improvement
Configuration
Management
Reviews,
Audits
Discovery
Overview
Helps Project/Scrum teams to
interact in an efficient way
throughout the Project life cycle
by creating and tracking below
with few simple clicks,
 Business & IT Requirements
 Traceability Matrix
 Test Planning
 Test Documentation
 Test Scripts (Manual/Automation)
 Defects mgmt. through
lifecycle
 Reporting Dashboards
 Click-to-Chat
Benefits

8. Overview
Allows companies to run portfolio/program/project based on waterfall,
hybrid and agile methodologies maintaining consistent management for
project artifacts & reporting across organization.
 Automatically create just in time tasks for each team member in Cloud
 Provides both Gantt and List Views with risk reflected in “traffic light” colors
 Drill down epics, stories
 Drill down to releases and sprints
 Provides Kanban view for team meetings in the Cloud
Benefits
 Aligns IT with the Business
 Aligns team members
 Reminds team members what they need to do at each step of the way to
avoid missed tasks and timely execution

9. Overview
Helps Nonprofit teams to forge relationships with new donors and manage
their information with a familiar user interface and environment.
 Migrate donor data
 Track donations
 Easy to use for volunteers to capture information
 Dashboards to show trend in donations
 Short learning curve
 Offline functionality

10. Overview
Helps event organizers (Non Profit Org or Enterprise) to gather event
data on the spot and upload it into Salesforce. Dynamic reports for
campaign related statistics can be created.
 Upload attendee data
 Get event statistics
 Dashboards to analyze events
 Manage multiple events
 Duplicates check

11. Non Profit Customer
“Lucid Event Management helped us achieve 30% additional
leads conversion by tailoring the solution to our custom needs and
enabling smooth integrations.
Donor App boosted Overall business up to 50% by effectively
managing donor information and enabling active communication
solutions.
“
”
Customer Testimonials
Case Manager helped
to reduce 50% of
operational cost and
increase productivity.
Higher Education Customer
High-Tech Customer
Increased overall quality by reducing 70%
post production issues/defects by effectively
managing all quality related artifacts using
Lucid Quality Tracker in integration with PLM
tracker.
“
”
“
”
”
Helped to achieve 3x
Revenue growth by using
Lucid PLM tracker to bring
in complete visibility to
PPM process alignment.
“
”
Bio-Medical Customer

12. • Done as a Quick Start Guide
• Simple & Self-Serve
• Available on Kindle device to
download right now
Be the Hero in your organization
and get started today!
Contact:
info@lucidinfosystems.com
sales@lucidinfosystems.com
All About
X-Author for Excel

13. Lucid Infosystems Core Team @ Accelerate 2017
Surekha Chikoti
Solution & Delivery
Surekha@lucidinfosystems.com
David Mosher
Chief Architect
David@lucidinfosystems.com
Praveen Thorlapati
Business Development & Operations
Praveen@lucidinfosystems.com
Sheila DuBrow
Change Leader
Sheila@lucidinfosystems.com
Ken Matusow
Tech Strategist & Sales
Ken@lucidinfosystems.com
Lorene Conner
Customer Relations
Lorene@lucidinfosystems.com
info@lucidinfosystems.com
www.lucidinfosystems.com
Lucid Infosystems LLC
Phone : 408-689-2590 | 650-814-4119 | 408-661-8059
Keerthi Vasishtha
Product Manager – X Author
Keerthi@lucidinfosystems.com

14. #AccelerateQTC
Hassan Syed / May 3, 2017
Appirio’s Community Lightning Bolt Solution

15. QUOTE-TO-CASH SOLUTIONS DIRECTOR
APPIRIO SOLUTIONS TEAM
Hassan Syed

16. Appirio-at-a-Glance
16

17. What We Deliver: An Exceptional Worker Experience
17
Knowing your
workers & what they
expect from
technology
Allowing for
modern, flexible
styles of working
Delivering proactive
insights to decision
makers
An exceptional
worker experience

18. Appirio WorkerX Experience Solution
18
CONSUMER-GRADE NEW WAYS PEOPLE WORK ELIMINATE BARRIERS
Mobile
Surveys
Worker Productivity
Employee
Communications
Worker Loyalty
Social Intranet
Collaboration
Worker Engagement
Data
Toolkit
Customer
Satisfaction
Advanced Case
Disposition
Worker Productivity
1 2 3

19. Community Lightning Bolt
WorkerX - Improve employee loyalty,
enhanced worker productivity and increase
customer satisfaction.
Solution Components:
1. Mobile Survey (App Cloud)
2. Employee Communications
(Marketing & App)
3. Collaboration Template (Community)
4. Data Integration & Migration Toolkit
(Asset)
5. Advance Case Disposition (Service &
Community)

20. DineEquity was created from a foundation
established by IHOP® - an American icon to our
guests and a franchising company focused on
providing strategic, visionary leadership for our
franchisees, unparalleled opportunities for our
team members, and enhancing value for our
shareholders. By bringing Applebee's®
together with IHOP in November 2007, we made
a bold, new commitment to our brand-
revitalization abilities and to the power of
franchising. DineEquity has successfully made
our two businesses more powerful and more
successful than either brand could have been
apart. As reported by Nation's Restaurant
News, Applebee's and IHOP are the category
leaders in casual and family dining.
One of the largest full-service dining companies in the world
3,700 IHOP & Applebee’s Restaurants
19 Countries Served
200,000 workers
99% Franchised-system

21. Targeted communications
Platform for mission critical data
Store collaboration
Improved worker productivity
Reduced business response time
Increased franchise engagement
DineEquity faces a unique challenge in engaging with the workforce that represents their great brands.
They don’t employ the workers and over 400 franchisees own their 3700+ locations. The workers are
the customer facing representation of their brand. They needed a solution that would allow them to
close the loop between the stores and HQ so that they could have greater visibility into franchise
operations and performance. The consistent execution across individual stores is the key driving rapid,
profitable growth for the franchise.

22. Multi-Brand Worker
Experience
Acquisitions of various brands over time resulted in
disparate, unstable systems (5 different multiple
platforms including home grown) and processes
Challenge
Establishing a Single System of Record with
Salesforce Service Cloud and implemented
standardized processes for Franchisee
Management (400 Franchisees, supporting 200k
team members)
Solution
Single source of truth for more accurate and
quicker reporting; Faster turnaround for
Franchisee approvals, Improved ease of use for
Workers and included Automation; Stable platform
for capability expansion
Results

23. RICH
CONTENT
Franchise Communications Bolt Solution
USER-SPECIFIC BRANDING
Dashboard & Promotions Topic Detail & Chatter Cases & Assessments
Appirio Franchise Bolt Solution

24. © 2016 Appirio, Inc. - Confidential
Franchise Bolt Demo

25. #AccelerateQTC
Lucid Infosystems / Appirio
May 3, 2017
X-Author Partner Spotlight:
Innovative Applications for Excel & CRM