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

AccuRoute
Secure document capture, fax, and distribution solution for server and cloud

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

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FileBound
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

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InterFAX
Enterprise-class cloud fax platform with secure document distribution

How it helps:
Delivers secure, cloud-based messaging solutions, including enterprise cloud fax and secure document distribution, to meet rigorous industry compliance standards. Enables a smooth migration from on-premises fax to a secure, auditable cloud fax and distribution solution.

Key business value:
Enables businesses to communicate easily and more cost-effectively through use-case specific, secure document distribution and enterprise cloud fax capabilities that are fully compliant with Health Insurance Portability and Accountability Act (HIPAA), Payment Card Industry Security Standards (PCI), and International Organization for Standardization (ISO) 27001. Offers a wide range of API’s for developers to integrate cloud fax into software applications such as order processing, travel management, and other workflow-intensive systems.

Primary Industries:
Financial Services, Retail Branch Communications and Loan Processing, Healthcare, Travel, Food Delivery

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Qvidian
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

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RO Innovation
Customer Reference and Sales Enablement

How it helps:
RO Innovation simplifies the management of customer references, turning the advocacy of satisfied customers into highly effective sales assets.

Key business value:
RO Innovation helps accelerate sales cycles, provides the intelligence to drive smarter marketing spend, and enables Customer Success, Sales, and Marketing organizations to deliver correct, timely content throughout the buying process.

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

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Ultriva
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

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