Real-World Case Studies and Customer Success Stories with Upland adestra

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language... to find case files instantly. The firm automated document summaries and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.
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Upland BA Insight helped a Fortune 500 legal firm solve data sprawl and operational complexity. The firm unified content access... across NetDocuments and Microsoft Office 365 using AI-powered search and classification tools. Legal teams found documents faster and improved collaboration. Automated tagging reduced risk and made research more strategic. The solution boosted productivity and enabled smarter decision-making for legal operations.
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Upland BA Insight helped a Fortune 200 legal operations team save millions by unifying contract and document search. The team faced... missed deadlines and financial risk due to siloed repositories and manual processes. BA Insight provided a single, secure search across all platforms, improving compliance and security. Legal professionals gained instant access to information, reducing manual work. The solution created a scalable foundation for future AI-powered growth.
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Post & Schell used Upland AccuRoute to digitize records before moving to a smaller office. The firm integrated AccuRoute with... iManage to make documents searchable and accessible from anywhere. They reduced paper storage by 75% and improved attorney access to urgent files. Digital mail processes let lawyers get mail electronically, saving time. Attorneys now access case files from any device, increasing billable hours and efficiency.
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AccuRoute helped Post & Schell digitize 75% of its paper records before an office move. The law firm used AccuRoute... to scan and route documents, making them text-searchable and easy to access from anywhere. Attorneys now get urgent case files through a digital mailroom, improving efficiency. Integration with iManage lets lawyers find documents fast. The firm reduced paper storage needs and increased flexibility for remote work.
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SEIU used Upland Mobile Commons to grow its membership and boost political action. The union added 15,000 new members in... one year. Mobile messaging tools helped activate 1,200 volunteers in key states. SEIU members made 27,000 calls to legislators through SMS campaigns. The platform also guided voters to polling stations during the 2020 elections.
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Mobile Commons helped the National Audubon Society boost SMS-driven donations by 168%. The nonprofit added 85,000 new mobile subscribers in... 2.5 years. Targeted text messaging campaigns increased supporter engagement. The average click-through rate reached 14%. These results supported Audubon's conservation efforts. Mobile Commons empowered the organization to reach more people and drive action.
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Ocean Conservancy used Mobile Commons to improve supporter engagement. They launched interactive campaigns with targeted messaging. The nonprofit added 10,700... new subscribers. They kept 99.92% of their supporters. The average reply rate was 55.38%. This helped them grow their base and connect better with their audience.
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Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added... 40,000 new texting subscribers. Thousands of supporters signed climate petitions. Mobile messaging helped them reach more people and drive action for climate causes.
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NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This... made it easier to handle complex deals. With Altify, they closed their biggest deal ever. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.
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Kapost helped Commvault turn content into real business results. Commvault used Kapost to improve how they create and manage content.... The platform made it easier for teams to work together. Commvault saw better content performance and more value from their marketing efforts. Kapost gave them tools to make content work, not just exist.
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Kapost helped Commvault align their marketing strategy and content creation. Before Kapost, Commvault struggled with scattered content and no clear... strategy. After implementing Kapost, they saw a 30% increase in web traffic and a 20% increase in deals. Win rates rose by 15%. The platform enabled team alignment, streamlined rebranding, and improved content management. Workflows and visibility features ensured up-to-date content for all teams.
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Kapost helped Commvault align their content operations. Before Kapost, content was scattered and lacked strategy. With Kapost, Commvault streamlined workflows... and enabled team alignment. The rebrand process became seamless and efficient. Web traffic increased by 30%. Deal size grew by 20%. Win rates improved by 15%.
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Immediate Media used Upland Adestra to reduce email unsubscribes. They kept 10% of subscribers who were about to opt out.... 69% of unsubscribers shared why they left, giving the team useful feedback. Adestra’s preference centre helped Immediate Media connect with audiences for their events. The platform supported their popular lifestyle brands in reaching millions each month.
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USA Today used Upland Second Street to run a national sweepstakes with STIHL. The campaign featured HGTV stars and a... $100,000 prize. It generated $2.2M in revenue and 145,000 entries. USA Today gained thousands of new opt-ins and social followers. The interactive platform helped collect first-party data and boost engagement.
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Upland Second Street helped Federated Media run public service campaigns with the City of Fort Wayne. They used radio and... digital contests to educate the community. The campaigns brought in $13,600 in annual revenue. Engagement was high across several campaigns. Community awareness and participation increased. Federated Media captured first-party data to build stronger audience relationships.
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Immediate Media Co. used Upland Software’s Adestra to personalize emails for BBC Good Food consumers. They saw a 6.5% higher... click-through rate on personalized emails. Users were 133% more likely to click on personalized content sections. Sign-ins from email clicks rose by 49%. Page views increased by 13%. The tailored digital journey improved engagement and session duration.
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BA Insight helped a Fortune Global 500 oilfield services firm unify search across SharePoint Online, Yammer, and OneDrive. The company faced... challenges with fragmented search after moving to Microsoft 365. BA Insight’s AI-enabled platform created a single search interface, improving access to documents and boosting productivity. Staff now find information faster and avoid duplicated work. The solution increased adoption of Microsoft 365 and SharePoint Online.
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BA Insight helped a Fortune 500 oil & gas business boost efficiency with AI-powered enterprise search. Employees previously lost 20%... of work hours searching for documents across four regional systems. BA Insight delivered a centralized search interface, integrating FileNet and SQL Server, and enabling smart document assembly. Search tool usage increased by 75%. Employees now save hours each week and focus more on strategic work.
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Upland BA Insight helped a large Australian petroleum company solve major productivity issues. Workers struggled to find information, causing delays... and errors. BA Insight connected many systems into one enterprise search platform with a conversational bot interface. Employees now quickly find answers and knowledge bundles, reducing duplication and mistakes. The solution improved efficiency for both office and field workers across locations.
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Trane Technologies used Upland Ultriva to improve supply chain visibility and collaboration. They managed over $750 million in annual material... spend through Ultriva’s Collaborative Supply Portal. Trane reduced inventory by 25% and completed more than 10,000 inventory transfers between Ultriva and Oracle. The company achieved a 98% accuracy rate with RFID scans and automated processes. Upland Ultriva helped Trane move from forecast-based to lean pull production, optimizing factory management and reducing costs.
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Upland Ultriva helped Trane Technologies cut inventory by over 25%. Trane used Ultriva to improve supply chain visibility and partner... collaboration. The phased rollout included streamlining raw material supply, shifting to lean pull production, and optimizing factory management. Trane managed $750 million in annual material spend through Ultriva. The company achieved a 98% RFID scan success rate and completed over 20,000 PO transactions between Ultriva and Oracle.
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Johnson Controls used PowerSteering to manage a global Six Sigma initiative. They replaced a limited Lotus Notes tool with PowerSteering... to track projects across 300+ plants. The software helped deploy best practices, leading to significant cost savings and lower energy use. Over 250 plants adopted new sustainability practices. PowerSteering enabled regular tracking and sharing of results worldwide.
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BA Insight unified search helped a global dairy manufacturer with over $20 billion in revenue. The company struggled with scattered... data across platforms like Salesforce, Jira, Confluence, and OpenText. BA Insight integrated these systems with Azure AI Search for a single, secure search experience. Sales and project teams now access information quickly from one interface. The solution improved efficiency and decision-making across the business.
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Nestlé used RightAnswers to support thousands of IT users in the UK and Ireland. They wanted to reduce IT support... demand and improve customer experience. RightAnswers delivered a custom knowledge management platform with self-service portals and ticketing integration. Over 5,000 users now access self-service each month. 80% of IT tickets are resolved at first level. Nestlé saw cost savings and higher user satisfaction.
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Foremost Golf used Adestra to send personalized emails to their customers. They targeted emails based on golfing ability and dexterity.... This led to a 25% increase in orders compared to last year. Their UK market share grew from 64% to 70%. The first launch email had a 6.6% click-to-open rate, up from 5.4%.
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Upland Adestra helped Tapi Carpets and Floors boost post-visit conversions by 123%. The company used automated SMS reminders to keep... customers informed after home visits. SMS recipients saw a 123% lift in conversion rates. Home visit conversions increased by 6%. SMS open rates stayed high, between 90% and 95%.
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Boone Newspapers used Second Street's digital ballot solution to drive $1. 2 million in revenue in their first year. The...'Best Of' ballot program helped them grow their email database by 47,132 contacts. They saw a 1915% increase in users year over year. The company improved their sales execution and revamped their program structure. This partnership delivered strong results for their publishing business.
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Upland Adestra helped Incisive Media improve email deliverability with deliverability workshops. The marketing team learned best practices to avoid junk... folders and boost inbox placement. After implementing recommendations, open rates jumped from 9.7% to 26% and 8.8% to 24% in two campaigns. Click-through rates also rose, and both campaigns generated over 400% more leads, even with smaller lists. Incisive Media plans to repeat these workshops every six months.
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Eclipse PPM helped Georgia State University's IT PMO boost project success by 69%. The team achieved 96.6% customer satisfaction and... saw a 400% increase in demand for PMO services. The solution centralized project data, improved reporting, and enabled better resource allocation. Leadership gained visibility into project status and risks. The PMO grew from two to ten members and reached a higher maturity level.
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Eclipse PPM helped Georgia State University’s IT PMO improve project success by 69%. The PMO achieved a 96.6% customer satisfaction... rate and saw demand for its services rise by 400%. The team grew from two to ten members and moved from a 1.5 to a 4 on the Gartner maturity model. Eclipse PPM enabled better project tracking, reporting, and resource prioritization, supporting student success and strategic goals.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity. Agents now handle calls, chats, and cases in... one place. The company increased cases handled by 50%. They now meet their 3-hour SLA 100% of the time. Voice channel integration improved customer service and case resolution speed. This led to higher NPS scores for the team.
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AccuRoute CloudFAX helped a top 10 global investment bank upgrade to a centralized cloud fax system. The bank consolidated six... fax providers into one secure platform. This move enabled compliance with SEC 17(a), Sarbanes-Oxley, and Basel III. The solution digitized records, maintained existing integrations, and reduced IT burden. Users now process high-volume transactions with improved productivity and security.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Sage used Upland RO Innovation to improve its sales customer reference program. The new system helped Sage influence nearly 30%... of new sales. Sales reps now spend 85% less time searching for references. The program supports over 800 customer references and delivers 30 references per month. Sage doubled its monthly recurring revenue year over year with this approach.
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Johnson Controls used Upland’s PowerSteering to expand its Six Sigma initiative. The software helped manage 10,000 projects yearly across 300+... global sites. Over 70% of savings in one plant, nearly $1 million, came from sharing best practices. PowerSteering supported 600+ CI professionals and 1,000+ Green Belts. The platform enabled global best practice deployment, reducing costs and energy use. Regular tracking and benchmarking drove continuous improvement.
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Straumann Group cut average handling time to 3–5 minutes per call using Panviva. The company replaced a 300–400 page paper... catalog with a digital knowledge base. Agent onboarding time dropped from 3–4 weeks to just 2 weeks. Agents now recommend complete product sets, reducing callback rates. Panviva became key for opening Straumann Group’s Costa Rica facility.
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InterFAX helped a top 50 US hospital upgrade to a secure, HIPAA-compliant cloud fax system. The hospital needed fast, reliable... faxing to support growing patient needs. InterFAX integrated with their existing systems using an API, causing no service disruptions. The hybrid solution enabled 5 million additional faxes and improved patient communications. The hospital now has faster service, better audit trails, and plans to move fully to cloud fax.
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Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and... procedures. Panviva created a single place for all information. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.
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H&M Bay moved over 20 million pounds of refrigerated freight weekly. They needed reliable disaster recovery for fax communications. InterFAX... replaced their on-premise fax servers with a cloud fax solution. This eliminated server maintenance and improved system uptime. IT workload dropped and staff received faxes as PDFs in workflows. The switch brought greater reliability and efficiency for H&M Bay.
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Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team... collaboration. Insight Mapping gives Powerlink transparency with customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.
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BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.
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Upland PSA helped DRA Global automate timesheet and expense management. DRA replaced 10 spreadsheets with one unified system, saving hours... every month. The solution integrated with payroll, HR, ERP, and reporting tools. DRA improved productivity, accuracy, and governance. Real-time analytics now help spot project risks and speed up decisions.
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Informa used Upland’s Adestra to boost email engagement for their Connect Real Estate events. They applied Adestra’s testing features, like... multivariant testing and Personal Delivery Time, to improve email performance. This led to a 3.5% average increase in click-through rates. Informa also saw a 29% rise in confirmed event attendees. The team focused on making their emails stand out in crowded inboxes.
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BA Insight enabled a global telecom firm to unify search across Microsoft 365, SharePoint, and Yammer for over 100,000 employees. The company faced... challenges with hybrid environments and strict security needs. BA Insight delivered a secure, single search interface with advanced validation and active directory integration. The solution allowed a full shift to cloud, saving on infrastructure and boosting productivity. Employees now access all platforms securely from one place.
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TxMultilisting used Upland InterFAX to help patients fax medical records safely. Patients can now apply to multiple kidney transplant lists... at once. The cloud fax solution handles unlimited documents and meets HIPAA requirements. This makes the organ transplant process easier and safer for people in need. TxMultilisting built a nationwide database to connect patients with life-saving care.
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HomeServe used Upland Rant & Rave customer engagement software to improve customer experience. They analyzed customer insights, speech analytics, and... complaints data to find ways to make business processes better. HomeServe also improved the language and taxonomy in their dashboard. They made the software more visible across the company to help with strategic decisions. These steps led to a better experience for their customers.
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BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance... teams now access all SOPs and regulatory guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.
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BA Insight for mining helped a large multinational mining company analyze hundreds of thousands of PDF soil sample documents. The company struggled... with slow, costly, and inaccurate research to find new mining opportunities. BA Insight’s AutoClassifier used AI and machine learning to tag and organize documents by location and content type. This made it easy for decision makers to find valuable information fast. The company gained better visibility into mining sites and improved decision making.
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