KMWorld 2024 Is Nov. 18-21 in Washington, DC. Register now for Super Early Bird Savings!

Upland announces professional services automation solution suite

Upland Software, a provider of cloud-based enterprise work management software, has announced the launch of Upland PSA, a knowledge-enabled professional services automation platform that augments services automation with proposal automation, Voice of the Customer and employee surveys, customer reference management, and insights-driven business intelligence.

Upland PSA is the company’s first enterprise solution suite to include Upland WorkCenter, a new unified dashboard providing customers with status updates on key performance indicators across the entire solution suite.

The new PSA platform offers a new customer-centric services model that extends the traditional project delivery model to encompass the entire customer journey from prospect, to customer, to advocate. At the outset, the new solution suite helps sales and services teams deliver winning automated proposals. Once a customer has an active project, services teams mobilize by leveraging core PSA features such as automated time and billing, resource and project management, and project financials, along with access to company-wide knowledge and best practices at their fingertips.

During a project as well as upon completion, customer and employee feedback can be captured through multiple communications channels to help improve service levels and project outcomes, and automated customer reference requests can be deployed to turn customers into loyal advocates. Supporting projects, the Upland WorkCenter, a metrics dashboard, provides a centralized view of data from all Upland PSA solutions.

 Upland now provides expanded functionality to encompass the complete bid-to-bill process and delivers these core PSA capabilities:

  • Proposal Automation aligns sales and delivery teams and establishes repeatable proposal processes, so businesses can respond faster and more consistently to RFPs and SOWs.
  • Knowledge Management encourages collaboration and gives employees the information they need to keep projects on track for on-time, on-budget delivery with the highest quality.
  • Voice of Customer helps services organizations implement a feedback loop to capture, process, and act on customer sentiment for ongoing improvements to their services engagements.
  • Voice of Employee helps services organizations implement a feedback loop to capture, process, and act on employee sentiment for ongoing improvements to their services engagements.
  • Customer Reference Management captures customer experience from the best services engagements to help automate the collection, development, and deployment of winning customer references.
  • Upland Analytics enables PSA-native reporting and dashboarding across all modules so that leaders can monitor trends and gain actionable insights into their business.
  • Upland Integration Platform bridges PSA with relevant third-party enterprise applications and systems of record for a fully integrated services operation.

To learn more about Upland’s PSA solution suite, visit uplandsoftware.com/psa.

KMWorld Covers
for qualified subscribers
Subscribe Now Current Issue Past Issues