3 New Products to Deliver Business Intelligence Increase Reporting Power

November 14, 2018 3 minute read

Jessie Barth

Company’s second release of Upland Analytics provides key enhancements to existing integration with Professional Services Automation (PSA) application and connects powerful reporting and data visualization software with its RFP and proposal automation, Project and Portfolio Management (PPM), and Knowledge Management (KM) solutions.

AUSTIN, TexasNov. 7, 2018 /PRNewswire/ — Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based Enterprise Work Management software, today announced enhanced reporting capabilities on the existing integration between Upland Analytics and its PSA Professional Services Automation (PSA) application, as well as new integrations between Upland Analytics and three Upland products including Qvidian for RFP and proposal automation, PowerSteering for Project and Portfolio Management (PPM), and RightAnswers for Knowledge Management (KM).

Upland Analytics is built on Upland’s ComSci IT Financial Management (ITFM) application and draws on the consistent UplandOne design standard to create a consistent environment for customers. The platform provides key stakeholders with actionable business intelligence through customizable data visualization, reporting, and dashboards; real-time information sharing across organizations; and consolidated reporting from third-party data sources. Now integrated with four Upland solutions, Upland Analytics gives finance departments, project management organizations, bids and proposal teams, help desk centers, professional services organizations, and operations departments the ability to gain deep insights into their business performance and make more rapid, data-driven decisions.

“After adopting the KCS Methodology on Upland RightAnswers, we realized the need for more elaborate reporting capabilities to support those processes,” said Cheryl Wickwire, Customer Support Education & Release Manager at PointClickCare Technologies Inc. “We are excited by the powerful, user-friendly, and intuitive interface that Upland Analytics provides us with within our existing Upland solution.”

“With this release, we are excited to offer enhanced custom reporting capabilities on PSA PSA, along with new integrations of Upland Analytics with three additional Upland applications,” said Kevin Sequeira, SVP of Product Management at Upland. “This affirms our commitment to releasing customer-driven innovation that delivers measurable business value, and to connecting our solutions together through seamless integrations.”

Upland Analytics offers customers the following benefits:

  • Existing professional services users will benefit from powerful insights through more customizable reporting and KPI tracking.
  • Sales and proposal professionals can increase win rates by monitoring team performance, content usage, and project due dates to better match team member skills with assignments; create more effective sales content; and deliver higher-quality RFP responses, proposals, and other sales projects on time.
  • Project portfolio managers and executives can visualize the overall health of their portfolio, gain immediate insight into the delivery and financial status of their projects, and enable rapid corrective action for at-risk projects.
  • Enterprise IT and customer support managers and administrators can maximize the return on their investment in Knowledge Management by gaining a quick summary of key KM indicators, deep insights into the health of their knowledge base, and intelligence on platform usage and adoption across their organization.


A standard version of Upland Analytics will be available to all Upland customers on PSA, PowerSteering, Qvidian, and RightAnswers. For most Upland products, an enterprise version provides custom views, unlimited user licenses, and connectivity with third-party data sources via Upland’s Integration Platform and is included with all Upland Platinum-tier Premier Success Plans. For more information, or to schedule a demo, click here for PSA, click here for PowerSteering, click here for Qvidian, or click here for RightAnswers.

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