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Document Lifecycle Automation Solutions for Businesses on the Move

Combine disparate, disjointed business processes into streamlined lifecycles that capture data and content, automate workflows, and offer strategic insights based on intelligent analytics to help your organization remove bottlenecks and improve efficiency, all while ensuring your critical data is secure and compliant to standards across all industries. Upland Document Lifecycle Automation empowers organizations to focus on high-value goals that boost business performance instead of getting lost in the process details of comprehensive content management and maintenance.

Document Lifecycle Automation

digitize icon
chevron Digitize
Digitize to safeguard data while taking compliance, security, and accessibility into account.
organize icon
chevron Organize
Intuitive, straightforward organization is critical for a successful digital transformation.
automate icon
chevron Automate
Automate workflow reviews and approvals to drive ROI by streamlining lifecycles while ensuring audit readiness.
integrate icon
chevron Integrate
Leverage content across systems, reduce human error, and eliminate duplicates while ensuring a single system of record.
Optimize
Pair system analytics with team feedback to expose and alleviate process hurdles to optimize your systems to full efficiency.
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chevron Archive
& Dispose
Origination through end of life, archival and disposal tools help ensure you have access to needed data while mitigating risks.

Upland Document Lifecycle Automation Solutions

Empower your back-office staff, improve your bottom line

Vendor Management

Want negotiation power when it comes to your vendors? Real-time, concrete insights into your spend and ROI? Upland provides centralized vendor management with analytics that cover all the details when it comes to contracts, statements of work (SOWs), purchase orders (POs), and payments.

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Contracts Management

Reduce time to revenue with a low-code CRM integration that automatically builds contracts while simultaneously kicking off the review and approval process. Track contract amounts, key clients, and use Upland Analytics to ensure bottlenecks aren’t keeping revenue from hitting your bottom line.

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Employee Management

Imagine having compliance and automation from the first application through offboarding and all the daily management, annual assessments, and archiving in between. Upland allows you to capture, track, and report on the entire employee lifecycle.

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Legal Matter Management

Seamlessly ingest and extract data from any legal document via any network-enabled device, and then automatically process and securely store that data to multiple destinations, including your matter-centric DMS.

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Eliminate costs and securely organize resources

Employee Management

From applications and onboarding, through daily management, annual assessments, and offboarding Upland allows you to capture, track, and report on the entire employee lifecycle.

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Legal Matter Management

Securely and seamlessly ingest and extract data via OCR from any legal documents and from any network-enabled device, then automatically process and store in specific client and matter-centric folders in their final destination.

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Uncover measurable ROI, from start to finish

RFP Automation

Tailor content, boost collaboration, and reduce proposal response times. Automation is the engine that allows your proposal and sales teams to quickly prepare eye-popping RFP responses that differentiate your organization and win more business. That extra time saved means your teams can create more proactive proposals and win more deals.

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Sales Proposal Automation

Creating a persuasive sales proposal means tailoring every answer to specific client need. Getting that done, without reinventing the wheel every time, is about intelligent automation and a flexible, accessible content library. With Upland, be confident that your team delivers high-quality, proactive proposals with best-in-class winning content.

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Customer Reference Management

Ditch the days of running your customer reference program in a spreadsheet and make it world class. With Upland’s full-service platform for managing a robust customer reference program, efficiently manage, protect, and leverage the voice of the customer in sales and marketing activities to impact revenue in a buyer-preferred, trusted format.

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Security and Due Diligence Questionnaires

As security concerns loom larger, the volume of security and due diligence questionnaires has increased dramatically. Upland allows you to stimulate collaboration with technical, information security, sales, and product teams through intelligent workflows, allowing you to be confident your response is current and compliant.

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Volunteers of America Southeast Louisiana

Volunteers of America Southeast Louisiana harnessed Upland to simplify accounts payable processes, eliminate the paper trail, and grant staff more time to help the people they serve.

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Document Lifecycle Automation by the Numbers

A rising portion of critical business remains outside content management systems.

 

– AIIM. The State of Intelligent Information Management. 2018.

Organizations who see Digital Transformation as a core part of their strategy to deal with disruption.

 

– AIIM. The State of Intelligent Information Management. 2018.

Organizations who believe that something needs to change and that they must modernize their information management strategy.

– AIIM. The State of Intelligent Information Management. 2018.

Speak to an Upland Solution Expert

Contact us today to arrange a consultation to learn more about Upland’s Document Lifecycle Automation solution suite.