Customer stories

Product Business Settings

Panviva is popular in Hospital & Health Care, Financial Services, and Insurance industries and is widely used by Enterprise, Mid Market, and Large Enterprise.

Panviva Product Overview

Panviva transforms novice agents into experts using AI-powered guided knowledge management, ideal for regulated industries. The platform is offered by Upland Software.

How satisfied the customers are with Panviva use-cases

Reviews

"Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement." - Stephanie Swinbourne
"Now that we’ve got this ownership and feedback process, we can really maintain this program. It’s taken on a whole different approach from what we did in the past.”" - Jim Lavery

Panviva Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
Panviva testimonial

Stephanie Swinbourne

Director of the Customer Service Center

NextCare
Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Jim Lavery

Vice President of Contact Centers and Credit Services

Desert Financial
Now that we’ve got this ownership and feedback process, we can really maintain this program. It’s taken on a whole different approach from what we did in the past.” Testimonial By Jim Lavery
Panviva testimonial

Marci O’Gara

Director of Customer Service

Rocky Mountain
We have improved retention 70%. We have great numbers: going from hiring a class of 10 and keeping one to hiring a class of 10 and keeping seven. Testimonial By Marci O’Gara
CUSTOMERS TESTIMONIALS
Panviva testimonial

Stephanie Swinbourne

Director of the Customer Service Center

NextCare
Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Jim Lavery

Vice President of Contact Centers and Credit Services

Desert Financial
Now that we’ve got this ownership and feedback process, we can really maintain this program. It’s taken on a whole different approach from what we did in the past.” Testimonial By Jim Lavery
Panviva testimonial

Marci O’Gara

Director of Customer Service

Rocky Mountain
We have improved retention 70%. We have great numbers: going from hiring a class of 10 and keeping one to hiring a class of 10 and keeping seven. Testimonial By Marci O’Gara

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

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A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

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Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

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Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

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Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

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USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

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Upland Panviva for Contact Centers

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Peers used Panviva for helpdesk management and knowledge management

Panviva Competitors

Panviva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.72/5 ★

Read Reviews (64)
Analytics

3.05/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.72/5 ★

Read Reviews (64)
Analytics

3.05/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Panviva

Overall Risk Meter

Low Medium High

Top Failure Risks for Panviva

Upland Software, Inc. News

Product
 

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

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Awards
 

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

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Product
 

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

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Financial
 

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

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Financials

PRIVATE