Project & Financial

Management

Unlock Project
and Financial
Success
Upland’s Project and Financial
Management solution suite
enables enterprises to align
projects to strategy and drive
improved cost control, by
providing a centralized
framework for demand
management, resource
optimization, project delivery,
and nancial oversight.

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Go From Strategy to Reality with Comprehensive Portfolio

Project Management, IT Financial and Telecom Management
Digital business transformation is reinventing business. In order to align execution with
corporate strategy and vision, proactive enterprises require enhanced nancial visibility,
resource capacity balanced against demand, and faster time to market of digital products.
Upland’s Project and Financial Management Solution Suite helps organizations to drive this
digital transformation by improving cost transparency, delivering meaningful insight, and
tracking performance against organizational goals.

Project and Financial Management Lifecycle

STRATEGIC PROCESS
ALIGNMENT AUTOMATION

Centralize your projects, resources Implement repeatable processes to

and nancials into a single source
of truth to gain greater control,
visibility and compliance in
portfolio and nancial
performance.
deliver and execute standardized
projects and gain maximum
organizational e ciencies.

FINANCIAL VALUE
MANAGEMENT REALIZATION

Capture, manage and augment Gain deep insight into performance

your nancial metrics from IT, on project portfolios and nancials
Cloud, Telecom and Projects to gain to drive strategic transformation
strategic insights on usage, within your organization.
utilization and rationalization.

Upland Project and Financial Management Solutions

Project and Portfolio
 Management (PPM) Solutions

ITFM Cloud: Technology Business

Management (TBM) Solutions

ITFM Cloud: Telecom Expense

Management (TEM) & Enterprise Digital Footprint

Align strategy and execution with uni ed project portfolio

management software

Enterprise Project Management O ce (EPMO)

Manage accountability, compliance, and nancial visibility. Provide insight to any

investment, portfolio, program, project, resource, and work type. Enable fact
based business decisions related to project capacity and delivery.

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Continuous Improvement

Prioritize Continuous Improvement, process improvement, Lean, or Six Sigma

projects. Centralize, track, and promote programs that reduce waste, cut
expenses, and track bene ts. Provide true cost savings to the organization.

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Enterprise IT

Drive digital transformation and support the strategic objectives of the business.
Consolidate and oversee the deployment, costs, and usage all projects and
portfolios. Leverage IT Financial Management to provide a single source of truth.

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New Product Development

Prioritize projects and accelerate time to market. Establish a process for Ideation
and concept development. Manage the complete project delivery life cycle.

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IT PMO

Run IT like a business with holistic project management including demand

management, resource utilization, project execution. Achieve comprehensive
project and IT nancial oversight.

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Mergers & Acquisitions

Supports M&A programs from pre-merger to integration to post-merger

activities. Manages each stage of the M&A process. Provides global visibility on
the performance of this strategic activity.

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Knowledge Management for Project Portfolio Management

(PPM)

Promotes a collaborative and integrative approach to the creation, capture,

organization, and use of intellectual assets. Ensure their maintenance and
relevance at every stage of transformation. Supports and delivers better
adoption, maturity evolution, and higher levels of employee retention and
satisfaction.

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Project and Financial Management by the Numbers

 IT and Telecom Spend Tracked

Active IT Projects Under Management

 Digital and Physical Assets
Under Management

POPULAR RESOURCES

Case Studies
Webinars
White Papers

CASE STUDY

PepsiCo
CASE STUDY

Johnson Controls

CASE STUDY

PPG Industries
 Speak to an Upland Solution Expert
Contact us today to arrange a consultation to learn more about Upland’s
Project & Financial Management solution suite.

Consult a Solution Expert

Contact Upland
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