Embracing Change | Upland Solutions for Remote Work  

remote workBy John Hewitt, Director of Business Development 

For the last several years, industry experts have talked a lot about the trending remote workforce, the new digital era, the future of work. Global events in 2020 have sped up the transition, and the demand for technologies and solutions to enable work from anywhere has skyrocketed. Check out our SVP and General Manager Karen Cummings’ recent blog on the topic. 

Many current Upland clients started their digital transformation journey well before 2020. In the past several months, we’ve talked with them about their ability to quickly adapt and maintain full business continuity merely from having invested in electronic records and digitizing workflows. 

Here are a few ways Upland Document Workflow Cloud’s solutions are helping organizations across industries adapt processes to meet current business demands, whether they’re based in a brick and mortar office or their home office: 


  • Compliant Communications | Secure, HIPAA and PHIPA compliant cloud fax communications enable fast, reliable services to patients while ensuring the security of personally identifiable information (PII). 
  • Payments and Vendor Management | Streamlined workflows, online forms, and eSignature capture for medical claims processing, invoices, and vendor documentation mean faster payments and services. 
  • Employee Lifecycle Management | From applications to contracting, onboarding, annual reviews, and terminations, HR staff is supported each step of the way. 


  • Increased Accessibility | From the mailroom to case management, we enable access to digital records, ensuring attorneys and staff have fast, secure access to critical documents from anywhere.  
  • Digital Records Management | Scan to legal Document Management Systems such as iManage, NetDocuments, and more eliminates manual data entry and speeds up case matter management and court e-filing processes. 
  • Cost Savings | Elimination of onsite and offsite records storage frees up real estate, increases accessibility, and empowers staff to focus on billable time instead of hunting for documents. 

Financial Services 

  • Streamlined Processe| From contract management to loan processing, HR employee management, and beyond, our solutions create transparent, accessible, and auditable document trails. 
  • Compliance | Our capture, fax, and document automation processes are compliant to financial regulations such as SEC 17(A), Sarbanes-Oxley, and Level 1 PCI DSS standards, among other regulatory mandates. 
  • Simplified Content | Comprehensive, user-friendly interface for content capture and routing makes reliable document-intensive processes a breeze for busy branch staff.  


  • Enhanced Student Services Our solutions simplifstudent cumulative file management, helps manage online enrollments and transcript requests, and ensures key staff is aware of student health, safety, or learning needs. 
  • Vendor and Resource Requests | From grant and funding requirements, to vendor selection and contracting, to equipment, resource, or event space requestseverything can be accomplished online with our solutions, in one centralized location. 
  • Faculty and Volunteer Management Our solutions track every step around digital personnel files, including background checks, annual staff contracting, onboarding, ongoing training, employee reviews, and terminationsand provides online forms and e-Signature capabilities. 


  • Project Management Streamline procurement and contract bidding, project authorizations, and create transparent processes to keep projects and funding moving in the right direction. 
  • Enhanced Communications Our solutions allow for the reliable and secure exchange of information between civic departments and provides citizens easy access to items like property recordscity council transcripts, or emergency updates. 
  • Streamlined Services | Online forms and payment portals allow citizens to submit requests, voice feedback and concerns, request or register for services, or quickly pay for items like parking tickets or utilities. 

Although 2020 has introduced challenges, the events of this year also create the opportunity to grow and make your organization more vital and resilient. The Upland Document Workflow Cloud team is committed to helping you find solutions, and we have the products and expertise needed to get you moving quickly. 

From arming employees by introducing them to solutions needed to work remotely, to walking them through strategies to put those solutions to work for their specific business needs, we’re here to help. Reach out to us today to learn more about Upland Document Workflow Cloud’s solutions or schedule a brief demo of our product capabilities. 

John Hewitt is the Director of Business Development at Upland Document Workflow Cloud.  He has more than 35 years of experience working with solutions providers and resellers in the managed services space working with a wide range of vertical markets. 

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