Upaya Counseling
2001 S Hanley Rd Suite 195,
Brentwood, 63144, MO,
United States
Brentwood, 63144, MO,
United States
1 408-899-4577
Professional Services
Upaya Counseling Technographics
Upaya Counseling Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Upaya Counseling and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55 Upaya Counseling employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Upaya Counseling has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, My Live Chat for Chatbots and Conversational AI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Upaya Counseling is running and its propensity to invest more and deepen its relationship with Oracle , My Live Chat , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Upaya Counseling revenues, which have grown to $9.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Upaya Counseling intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Upaya Counseling Tech Stack and Enterprise Applications
Upaya Counseling ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Upaya Counseling implemented Oracle NetSuite ERP as its ERP Financial solution for finance and accounting functions. The implementation covered a U.S. based professional services practice with approximately 55 employees and centralized core financial controls for billing, accounts receivable, accounts payable, general ledger and financial reporting.
Deployment was executed on Oracle NetSuite's cloud SaaS architecture and configured with a consolidated chart of accounts, role based access controls, and approval workflows for invoice and payment processing. Functional modules implemented included general ledger, accounts payable, accounts receivable, fixed assets management and revenue billing routines consistent with ERP Financial systems, and governance followed a finance led rollout with staged configuration, user role definition, and process documentation to support ongoing operational control.
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Upaya Counseling AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| My Live Chat | Legacy | My Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018 Upaya Counseling implemented My Live Chat on its public website. My Live Chat serves as the organization’s Chatbots and Conversational AI layer to capture visitor messaging, initiate conversational triage, and present staff availability for real time engagement.
The deployment centers on a website embedded chat widget and the My Live Chat operator console, enabling live agent responses, canned replies, and automated initial prompts consistent with Chatbots and Conversational AI functionality. Configuration emphasizes scripted intake flows and message routing to front desk personnel, with chat transcript capture and timestamping for record keeping and follow up.
Operational coverage is focused on client facing functions such as intake, appointment inquiries, and basic client support across Upaya Counseling’s United States operations. Governance practices documented for the My Live Chat rollout include standard response templates and agent handover rules to preserve triage consistency, and no external system integrations beyond the website embed are specified.
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Upaya Counseling Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Upaya Counseling implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. Google Workspace (Formerly Google G-Suite) is referenced on the company website and serves as the primary productivity and collaboration layer for the organization’s approximately 55 employees in the United States.
The deployment leverages core Google Workspace capabilities, including Gmail for hosted email, Google Calendar for scheduling, Google Drive for cloud storage, Google Docs and Sheets for collaborative document editing, Google Meet for video conferencing, and the Google Admin console for centralized administration. Configuration emphasizes centralized account provisioning, group-based access controls, and mobile device management to support clinical and administrative workflows, reflecting standard Collaboration application operational patterns.
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Upaya Counseling CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2014 | 2014 |
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CRM | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Upaya Counseling PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2020 |
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Upaya Counseling IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Upaya Counseling
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Architect & Co-Founder | Manager | Finance | |
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NetSuite Consultant | Project Manager | Manager | Finance | |
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NetSuite Developer | Manager | IT | |
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Head of Services & Support | Director | Finance | |
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VP Sales and Marketing | VP | Marketing | |
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Head of EPM Services | Director | Finance | |
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Apps Being Evaluated by Upaya Counseling Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upaya Counseling IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upaya Counseling digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Upaya Counseling Technographics
Upaya Counseling is a Professional Services organization based in United States,
with around 55 employees and annual revenues of $9.0 million.
Upaya Counseling operates a diverse technology stack with applications such as
Oracle NetSuite ERP, My Live Chat and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Upaya Counseling has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, My Live Chat and Google.
Upaya Counseling recently adopted applications including
Akamai CDN in 2021, Cloudflare CDN in 2021 and Oracle NetSuite SuiteCommerce in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upaya Counseling’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Upaya Counseling’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Upaya Counseling technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.