Professional Services

Professional Services committed to delivering the most value from your software investment in the shortest possible time.

Once our professional services team is engaged on your project, they are dedicated to the successful planning, configuration, integration, launch, administration and maintenance of FileBound to help your business achieve great things.

During the vision to value phase, our consultants, architects and certified partners may lead an onsite workshop to review your vision, goals, metrics, resources, and dependencies. The resulting outcome will be a comprehensive implementation schedule tailored to your needs so that the project stays on course and meets all of your expectations.

Implementations

We’re here to keep the transition as simple as possible for our customers. From turn-key to fully customized deployments, we have a deployment package that meets your needs.

Technical Services

Our technical services can lighten your workload during the integration and installation of FileBound. We offer a range of services to make sure you get up and running quickly, including integrating to other internal, third-party and external solutions, having access to custom reports, and migrating any legacy data.

Post Deployment

Once you’re live, our FileBound Partners will continue being your hands-on partner. Whether it’s through maintenance programs, ongoing advisory services or regular health checks, our professional consultants are always available to lend their expertise.

Take a Deeper Look at Upland’s Customer Success Program for FileBound Customers

DATASHEET

FileBound Overview

Upland’s FileBound delivers document and workflow automation applications that improve...


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CASE STUDY

RDO Equipment Co.

RDO Equipment Co. implemented Upland’s FileBound document and workflow automation to manage...
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VIDEO

FileBound for Tomorrow’s Workplace

We've all heard it before: "do more, with less"...


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