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

BA Insight helped a Fortune 500 legal firm modernize its knowledge search. The firm needed to streamline how employees found... information. BA Insight delivered enterprise search solutions for better discovery and delivery. The new system improved productivity and supported AI use cases. The legal firm now has faster, more accurate access to knowledge.
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AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give... attorneys better access to documents. AccuRoute integrated with iManage to scan, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.
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BA Insight helped a legal operations team improve risk management. The team used BA Insight for enterprise search and knowledge... management. This solution made it easier to find information and manage risk. The team saw better control and faster access to data. BA Insight supports legal teams with AI-powered search and discovery.
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Post & Schell, a law firm, digitized records to improve access to legal files. They reduced paper storage by 75%... before moving to a smaller office. AccuRoute's integration with iManage made documents text-searchable and accessible from anywhere. The firm implemented digital mailroom processes, allowing attorneys to access urgent files anytime.
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BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. This broke down data silos... and improved secure access to legal documents. Attorneys saved time by retrieving files instantly and automating document summaries. Copilot became more accurate and widely used. The firm now leads in legal AI adoption and is ready for future AI growth.
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Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy.... Kapost provided a single source of truth and improved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.
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Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It... reduced the time sales reps spent searching for references by 85%. Sage now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.
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Commvault used Kapost to align their content operation, resulting in a 30% increase in web traffic and a 20% increase in deal size. They faced challenges... with team alignment and content strategy. Kapost helped them operationalize their marketing strategy and manage their rebrand seamlessly. Workflows ensured content approval and visibility across the company.
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Altify helped NEXTDC unify their enterprise sales team with a single sales approach. The team used Altify to improve CRM... usage and communication. This led to their largest transaction ever. NEXTDC credits Altify for driving better relationships and revenue growth. The solution fit their complex, relationship-focused sales process.
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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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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with... a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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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, digitized records, and maintained existing integrations. This move ensured compliance with SEC 17(a), Sarbanes-Oxley, and Basel III. The solution reduced IT burden and improved productivity for high-volume financial transactions.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. The bank faced... challenges with fragmented data and manual processes. BA Insight unified data from CRMs, SQL databases, and market intelligence tools. Analysts now access insights faster and focus on high-value work. The platform improved productivity and deal analysis for investment banking teams.
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Mobile Commons helped SEIU add 15,000 new members in one year. SEIU used mobile messaging to boost digital engagement and... drive legislative action. The union activated 1,200 volunteers in key swing states for the 2020 election. Mobile Commons features enabled 27,000 calls to legislators and guided voters to polling stations. SEIU saw major membership growth and legislative impact with this SMS campaign platform.
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Mobile Commons helped Only One, a climate and ocean nonprofit, boost engagement with mobile messaging. In one year, Only One... sent 209,000 SMS messages and gained 40,000 new texting subscribers. The campaign mobilized thousands to sign climate petitions. Mobile Commons supported Only One's mission-driven goals with targeted mobile outreach. This digital strategy improved performance and subscriber growth.
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Mobile Commons helped Ocean Conservancy add 10,700 new subscribers. The nonprofit used segmentation to target supporter interests. They achieved a... 99.92% retention rate. The average reply rate was 55.38%. Ocean Conservancy boosted engagement with interactive text messaging campaigns. Mobile Commons' advocacy experts supported the process.
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Mobile Commons helped The National Audubon Society boost SMS-driven donations by 168%. The nonprofit added 85,000 mobile subscribers in 2.5... years. Targeted text messaging campaigns drove a 14% average click through rate. The solution increased supporter engagement and helped conservation efforts. Mobile Commons empowered the organization to reach more people and raise more funds.
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BA Insight helped a large petroleum company connect systems and improve access to information with enterprise search. The company faced... challenges with siloed data and slow information retrieval. BA Insight's enterprise search solution unified data sources and made information easy to find. Employees now access critical data faster, boosting productivity and decision-making. The solution supports enterprise AI use-cases for search and discovery.
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BA Insight helped a Fortune 500 oil and gas business improve efficiency. The company used BA Insight for enterprise search... and AI-powered knowledge management. This solution made it easier for employees to find information. The result was better productivity and streamlined operations. The business saw clear benefits from using BA Insight in the oil and energy sector.
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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 better 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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Immediate Media Co. worked with Adestra to improve email engagement for BBC Good Food consumers. They used Upland Software's Adestra... to create a personalized digital experience. This led to a 6.5% higher click-through rate for personalized emails. Consumers were 133% more likely to click on personalized content sections. There was a 49% increase in sign-ins from those who clicked through the personalized email. Page views increased by 13%.
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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 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 brought 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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Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and... to cut down on inventory and storage costs. With Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.
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Trane Technologies improved supply chain visibility and collaboration with Upland Ultriva. They reduced inventory and improved order fill and on-time... delivery rates. The company managed over $750 million in annual material spend through the Collaborative Supply Portal. They transitioned to a lean production model, reducing unnecessary inventory and optimizing storage costs.
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Johnson Controls used PowerSteering software for a Six Sigma initiative. They improved energy efficiency and reduced costs. The initiative spanned... automotive, building, and battery divisions. They deployed best practices across 300+ locations. This led to significant cost savings and reduced energy usage and GHG emissions.
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Adestra helped Informa PLC boost email engagement for their Connect Real Estate events. The team used Adestra’s testing features, like... multivariant testing and Personal Delivery Time. They saw a 3.5% average increase in click-through rates. Event attendance rose by 29%. Adestra’s email marketing tools made their emails stand out and drove more opens and clicks.
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Upland Adestra helped Immediate Media reduce email unsubscribes. They used the Preference Centre to keep 10% of subscribers who wanted... to leave. 69% of unsubscribers shared why they opted out, giving Immediate Media new insights. The email platform supports their consumer events and lifestyle brands. This improved retention and audience understanding.
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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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BA Insight gave a global dairy manufacturer a unified search experience. The company needed to improve how employees found information.... BA Insight's enterprise search solution made it easier to find documents and data. This helped teams work faster and improved productivity. The new search system supports the company's digital transformation goals.
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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 supported 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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DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced... decision-making. The company, with over 4,500 staff, faced challenges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.
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Adestra helped Foremost Golf boost orders by 25% with personalized email campaigns. The company sent thousands of tailored emails each... week for their Golf Professionals. They used customer data like golfing ability and dexterity for better targeting. UK market share rose from 64% to 70%. The first launch email achieved a 6.6% click-to-open rate, up from 5.4%.
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Upland Adestra helped Tapi Carpets and Floors increase conversions by 123%. The company used Adestra's multichannel marketing automation to improve... results. This led to a big boost in customer engagement. The case highlights the impact of marketing automation in the retail sector.
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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 improved significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.
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Boone Newspapers Inc. , a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In...their first year, they generated $1,200,000 in revenue. They revamped their structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.
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Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success... rate and 96.6% customer satisfaction. Demand for PMO services increased by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.
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Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96%... customer satisfaction. The PMO now has better project visibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.
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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. Using AutoClassifier and ConnectivityHub, BA Insight enriched and connected the firm's data across Jira and Confluence. The solution stopped hallucinations and made the chatbot reliable. Employees now trust the AI tool, work faster, and the firm maximized its AI investment.
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HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business... support. They aimed to enhance business processes and customer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.
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BA Insight helped Global Telecom give employees secure access to search across many platforms at once. The company needed a... way to find information quickly and safely. BA Insight unified search made it easy for staff to get what they need from different systems. This improved productivity and kept data secure. Employees now work faster and with more confidence.
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Panviva helped Straumann Group improve both agent and customer experience. The company used Panviva's AI-powered knowledge management for better support.... Straumann Group operates in the medical devices industry. The solution made it easier for agents to find information and help customers faster. This led to a smoother service process and higher satisfaction.
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Upland InterFAX helped a top 50 US hospital upgrade to a secure, HIPAA-compliant cloud fax solution. The hospital needed fast,... reliable faxing to handle growing patient demands and high fax volumes. InterFAX integrated with their on-premise systems using an API, enabling seamless document routing and OCR data extraction. The solution added 5 million faxes to their output and improved patient satisfaction with faster communications. The hospital now plans to move fully to cloud fax for future growth.
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Panviva helped AAA Northeast cut new agent training time in half. The company unified its knowledge base, replacing paper and... scattered files with a single platform. Agents now find answers faster, reducing call times and improving service. Panviva streamlined workflows and made updates to 3,000+ articles quick. Frontline staff handle more issues without escalation, boosting first-call resolution.
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Altify helps Powerlink, a top Australian high voltage electricity provider, improve sales by optimizing buyer interactions. Powerlink uses Altify's Account... Management features for better data quality, consistency, and teamwork. Integration with third-party apps is easy. Insight Mapping gives Powerlink full transparency with customers and helps account directors understand key decision makers. This approach boosts buyer satisfaction and helps Powerlink become a trusted advisor, leading to more revenue.
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TxMultilisting uses InterFAX cloud fax to help patients apply for multiple kidney transplant lists. They created a nationwide database for... waiting lists. Patients can safely fax medical records with unlimited documents. This helps them navigate the complex process of getting life-saving healthcare.
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BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search... solution to make finding information easier. This led to better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.
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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. The company faced... siloed information and poor AI performance, slowing research and compliance. BA Insight integrated these systems, enriched metadata, and secured access. Scientists now get fast, cross-referenced insights through Copilot. Compliance and R&D workflows are faster and more efficient. The organization turned Copilot into a high-performing, enterprise-grade AI solution.
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BA Insight for mining helped a billion-dollar multinational mining organization speed up soil sample analysis. The company struggled with slow,... costly searches through hundreds of thousands of PDF documents. BA Insight’s AutoClassifier used AI and machine learning to tag and organize documents by mining location and content type. This made it easy for users to find critical information fast. Decision makers gained better visibility into valuable mining sites and could make smarter business choices.
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InterFAX helped H&M Bay set up disaster recovery for cloud fax. H&M Bay needed a secure and reliable fax solution.... InterFAX provided cloud-based faxing for business continuity. The company improved its disaster recovery process. Fax communications stayed secure and available. H&M Bay now has a dependable fax system for critical operations.
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