Professional Services Automation Solutions Suite

Professional Services Innovation

Upland’s Professional Services Automation (PSA) solution suite transforms services delivery from sales proposal to project success—the only knowledge-enabled platform that augments services automation with sales enablement and customer experience management, including proposal automation, customer reference management, voice of the customer, and insights-driven business intelligence.

DRIVING REAL CHANGE FOR COMPANIES LIKE:

Modernize Your Services Organization with an Innovative PSA Platform

Excelling in a dynamic and competitive professional services market means streamlined sales execution, flawless project delivery, and deep customer engagement from bid to bill. Upland’s Professional Services Automation platform is the only PSA solution that combines the best of proposal automation, resource and project management, knowledge management, collaboration, customer sentiment and reference management, and built-in business intelligence.

Win more quicker, manage for profit, and deliver excellence.

Proposal
Automation

Create winning sales proposals and be more responsive to customer requests with proposal automation and customer reference management.

Resource
Optimization

Proactively manage your workforce capacity and project demand and gain visibility into project allocations and financial forecasts to ensure optimal resource utilization and project profitability.

Project &
Financials

Plan, launch, and track project delivery and budgets in real time to reduce revenue leakage, accelerate customer billing, maximize cash flow, and ensure overall project success.

Knowledge
Management

Deliver knowledge into the hands of your employees to encourage collaboration, keep projects on track, and ensure resources and projects are aligned with corporate governance requirements.

Customer
Experience

Create a feedback loop to engage, capture, process, present, and act on customer and employee sentiment to drive meaningful change for greater project success. Automate the collection and development of customer references.

Strategic
Insights

Gather tangible insights into project and business performance with interactive dashboards that provide real-time data visualization, helping to monitor trends, identify gaps, and make strategic decisions before they impact the bottom line.

Upland Professional Services Automation Solutions

Automate project delivery and maximize revenue with professional services automation

Timesheets and Expense Capture, plus Project Billing

Reduce revenue leakage and accelerate invoicing with centralized time and billing software. Capture and track time and expenses from anywhere. Accelerate approvals via a highly configurable workflow engine. Connect to third-party systems to increase billing accuracy.

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Resource Management

Services organizations that can efficiently manage and optimize their people according to skills, availability, and utilization will experience a positive impact on project delivery face an increase in profitability, and higher customer satisfaction.

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Project Management

Plan, track, and deliver billable projects with powerful cloud-based project management software. Automate project creation, centralize all aspects of planning and execution, and gain up-to-date timelines on project status, tasks, budgets, and forecasts to keep your projects on target for delivery and your customers in the know.

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Project Financials

Gain 360-degree insight into the financial health of your services organization’s project financial management. Forecast revenue pipeline, monitor cash flow, align budgets to delivery and build a predictable model for success.

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Go beyond PSA to accelerate growth and deepen customer engagement

Proposal and SOW Automation

By automating proposal management, services organizations will experience superior alignment between sales and delivery teams, including an increased ability to respond to RFPs and SOWs, consistent repeatable proposals, and greater consistency between execution and delivery.

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Knowledge Management

A PSA solution that delivers knowledge into the hands of your employees gives them the information they need to encourage collaboration, keep projects on track for on-time, on-budget delivery with the highest quality, while ensuring resources and projects are aligned with corporate governance requirements.

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Customer Reference Management

Services organizations with deep customer engagement experience greater retention and loyalty, while opening up opportunity for new customer acquisition. Customer reference management activates the process by automating the collection and development of customer references.

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Customer Experience Management

Create a feedback loop to engage, capture, process, present, and act on customer and employee sentiment to drive meaningful change for greater project success.

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