Success Story

Western Health Advantage keeps policies current and compliant with Upland Panviva

With Panviva, Western Health Advantage stays compliant and empowers employees.


Trouble tracking the knowledge of its employees.

With communications being circulated via email, Western Health was unable to ensure that all its call center agents were receiving the latest policy updates. Information was being stored in various databases, and the lack of consistent policy enforcement put the company at risk of compliance issues.

“Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes.” – Lisa Angst, Project Manager, Western Health Advantage


Consolidated knowledge with Panviva.

Panviva allowed Western Health to consolidate multiple databases into one and the contextual search function meant that every employee could access the most up-to-date information.


Increased visibility and confidence.

With Panviva, Western Health has increased the visibility for supervisors and reps. Call center staff now receive immediate updates, and supervisors can easily track how quickly staffers were seeing and acting on new policies. The ability to get information at their finger-tips empowered call staff and boosted the confidence of new employees.

Download the case study

More resources

Success Story
Tile manufacturer advances operations with digital forms

This large North American stone and tile manufacturer implemented Capture OnTheGo and OL Connect to boost efficiency, eliminate paper, and enable workers to easily collect essential data in the field.

Read more

Success Story
Construction company optimizes document processes

This UK-based construction business leveraged OL Connect to amplify staff productivity, optimize business operations, and maintain compliance with industry regulations.

Read more

Success Story
Window manufacturer provides superior customer service

This US-based manufacturing firm used OL Connect to enhance operations, gain order status visibility, and improve customer service response times.

Read more