Upland PSA

Delivery & Financial reporting

Standard and configurable reporting across utilization, delivery performance, billing and project-level financial outcomes

Resource & Capacity Management

Define and manage talent pool skills, assign resources to engagements, forecast capacity and adjust allocations based on staffing demand / utilization

Security & Identity Management

role-based access control & SSO integration

Project and Engagement management

Manage project scope, milestones, tasks, and deliverables throughout the engagement lifecycle from kickoff to closure.

Time Tracking

Includes time tracking or recording, automatic timer, and timesheets.

Auditability & Change History

Comprehensive audit controls for changes to projects, engagements, financial records, resource allocation, controls and billing data

Mobile Access

The solution can be easily accessed by employees through a dedicated native application or HTML5 access.

Billing & Invoicing

invoice generation & management, billing based on time, expenses, milestones or fixed fee

Expense Management

Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.