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What is Upland PSA?

Implementing effective capacity planning and utilization strategies is crucial for optimizing workload efficiency and increasing profitability. By harnessing insights derived from data, you can significantly improve your service operations and strengthen your organization's financial health with the aid of PSA-integrated analytics. Emphasizing the customer experience is vital, and this can be achieved by combining professional service automation with proposal automation, knowledge management, and analysis of customer sentiments. Upland PSA transforms the project delivery landscape for service-oriented businesses, guaranteeing a smooth transition from the initial engagement with clients to long-term success. Our all-encompassing software suite encompasses essential features for meticulous timesheet and expense management, project oversight, customer invoicing, and financial control. Additionally, it offers tools for proposal automation, knowledge management, and gathering customer feedback. With this integrated strategy, you can prioritize customer satisfaction and foster favorable results from the very beginning, laying down a solid groundwork for enduring partnerships. Ultimately, this approach not only enhances operational efficiency but also reinforces your commitment to delivering exceptional value to your clients.

What is ServiceNow Resource Management?

Implement meticulous planning to maximize resource efficiency and accelerate the timely completion of projects. Gain access to a centralized platform that provides essential information on resource requests and allocations. You can create detailed plans through the Resource Management application or start them from any specific project, demand, or task. Monitor the hours dedicated to your daily activities and easily submit your timesheets in a streamlined manner. Resource Management seamlessly integrates with Strategic Portfolio Management, ensuring that your entire organization is coordinated in pursuit of remarkable results. Explore solutions to your questions and understand how ServiceNow can revolutionize your business through cutting-edge digital workflows. When workflows operate without interruption, remarkable experiences come to life. The Now Platform introduces an intelligent strategy for managing workflows across diverse sectors, heralding a transformative era for both employee and customer engagement. Witness how the Now Platform acts as the bedrock for the digital workflow transformation, enabling organizations to flourish in a constantly changing environment. Additionally, this innovative approach not only enhances operational efficiency but also fosters a culture of continuous improvement throughout the organization.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
ServiceNow
ServiceNow Strategic Portfolio Management

Integrations Supported

Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
ServiceNow
ServiceNow Strategic Portfolio Management

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upland Software

Date Founded

2012

Company Location

United States

Company Website

uplandsoftware.com

Company Facts

Organization Name

ServiceNow

Date Founded

2003

Company Location

United States

Company Website

www.servicenow.com/products/resource-management.html

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Categories and Features

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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