Upland Workflow Automation

Upland’s Workflow Automation product family enables you to streamline, optimize, automate and secure document-intensive business processes across your enterprise and supply chain.

Our products deliver measurable business value by reducing cost, cycle time and compliance risk through automated organizational workflows, and by streamlining material workflows in manufacturing environments.

AccuRoute by Upland Sopftware

Secure Document Capture and Fax

How it helps:
All-in-one software platform for enterprise-class capture and fax that automates document-driven workflows and streamlines business processes.

Key business value:
Enables secure and compliant capture, routing and processing of documents and unlocks the value of unstructured content.

Primary Industries:
Banking & Finance, Legal, Healthcare

Learn more about AccuRoute »

Document & Workflow Automation

How it helps:
Provides user-friendly, powerful end-to-end cloud solution for document & forms management and workflow automation, with robust analytics and mobile capabilities. Automates repetitive manual workflows and improves the way work flows through the enterprise.

Key business value:
Enables effortless management of a range of business processes from beginning to end, including HR, accounts payable, contracts management, medical and student records, and other back-office processes.  Eliminates error-prone, paper-based processes, cutting costs and cycle times while supporting compliance with internal and external mandates.

Primary Industries:
Banking & Finance, Healthcare, Manufacturing, Government, Business Services, Utilities & Energy, Retail

Learn more about FileBound »

RFP and Sales Proposal Automation

How it helps:
Delivers intelligent workflows and improved sales effectiveness through a highly secure and scalable proposal automation solution. Helps organizations access and manage their content, collaborate and create documents, and track and measure outcomes.

Key business value:
Automates proposals and RFP responses, improves collaboration and productivity across the organization, reduces RFP response times, and increases revenue by efficiently building winning client-focused documents including: RFPs/RFIs, sales proposals, security and due diligence questionnaires, presentations, SOWs, and sales playbooks.

Primary Industries:
Business Services, Financial Services, Insurance, Healthcare, Technology, Telecommunications

Learn more about Qvidian »

Supply Chain Visibility, Collaboration & Execution

How it helps:
Provides a cloud-based single-source platform enabling collaboration with suppliers, sister plants, component manufacturers, distributors, and customers…all in near real-time.  

Key business value:
Provides actionable business intelligence, collaboration, and execution for all aspects of supply chain operations (including full eKanban capability), driving inventory savings of 20% – 50% of value and significant and sustainable reductions in raw material, WIP and FG inventories, stock-outs and expediting costs, as well as higher order fulfillment rates and improved customer service levels.

Primary Industries:
Industrial & Diversified Manufacturing, Healthcare, Aerospace & Defense, Energy, Automotive, Electronics, Sporting Goods, Consumer Package Goods

Learn more about Ultriva »