Upserve
10 Dorrance St.,
Providence, 2903, RI,
United States
Providence, 2903, RI,
United States
1 855-664-3887
Professional Services
Upserve Technographics
Upserve Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Upserve and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Upserve employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Upserve has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Salesforce Field Service (ex ClickSoftware) for Field Service Management in 2015, Amazon SageMaker for ML and Data Science Platforms in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Upserve is running and its propensity to invest more and deepen its relationship with Oracle , Salesforce , Amazon Web Services (AWS) 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 Upserve revenues, which have grown to $20.0 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 Upserve 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.
Upserve Tech Stack and Enterprise Applications
Upserve ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Intuit Quickbooks Enterprise | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
Upserve implemented Oracle NetSuite ERP in 2016, migrating from Intuit Quickbooks Enterprise to introduce a scalable ERP Financial platform. The Oracle NetSuite ERP deployment was targeted at centralizing core financial management and supporting both internal and external reporting requirements as the business grows.
Configuration focused on standard ERP Financial modules including general ledger, accounts payable, accounts receivable, revenue management, and financial reporting. The implementation emphasized chart of accounts redesign, period close automation, and role based access control to align accounting workflows with audit and reporting needs.
The solution followed a cloud SaaS deployment model consistent with Oracle NetSuite ERP, consolidating transactional ledgers and reporting layers. Operational coverage centered on finance and accounting functions across the company, providing a single source of truth for revenue recognition and statutory reporting.
Governance was adjusted to centralize financial process ownership, standardize month end close procedures, and enforce configuration driven controls for compliance and reporting. The move from Intuit Quickbooks Enterprise to Oracle NetSuite ERP enabled Upserve to position its finance systems to scale and meet expanding internal and external reporting requirements.
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Upserve ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Field Service (ex ClickSoftware) | Field Service Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Upserve implemented Salesforce Field Service (ex ClickSoftware) as its Field Service Management solution. The deployment used Field Service Lightning within Upserve's Salesforce org and was configured to support work order management, scheduling and dispatch, and mobile technician workflows. The initiative included building an internal Technical Field Service team by hiring and boarding two employees to operate scheduling, onsite service execution, and technician enablement. Configuration work focused on service appointment orchestration, work order lifecycle configuration, and role based access controls within Salesforce.
Operational scope centered on field operations and service delivery, embedding the Field Service Management platform into customer support and technical operations functions. Governance and rollout combined hiring and onboarding processes with configuration driven process definitions for dispatch, escalation, and technician tasking. Training and boarding of the two technicians was paired with mobile enablement in Field Service Lightning to support on site work management. The narrative links Upserve Salesforce Field Service (ex ClickSoftware) Field Service Management to the company's internal technical field service function.
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Upserve AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SageMaker | ML and Data Science Platforms | AI Development | n/a | 2016 | 2017 |
In 2016, Upserve implemented Amazon SageMaker under the ML and Data Science Platforms category to operationalize restaurant customer forecasting. The deployment used Amazon SageMaker to build and host predictive models that estimate the total number of customers who will walk through a restaurant's doors in a night, enabling restaurateurs to better prep and plan their staffing for that night. The effort leveraged Amazon Web Services machine learning capabilities and focused on delivering productionized forecasts tied to nightly operations. Upserve positioned the Amazon SageMaker implementation as part of its restaurant analytics and operations support offering.
Implementation included ML and Data Science Platforms capabilities such as data ingestion of historical customer patterns, feature engineering, model training pipelines, model hosting, and batch scoring to produce nightly forecasts. Forecast outputs were routed into operational scheduling and planning workflows to inform staffing decisions, with models operationalized for repeatable nightly predictions. Governance emphasized embedding forecast outputs into restaurant planning processes and controlling model refresh and deployment cadence. The configuration prioritized actionable, operational forecasts for restaurant operations rather than exploratory analytics.
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Upserve AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2016 | 2016 |
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Upserve Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Upserve CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2023 | 2023 |
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Account Based Marketing, Sales Engagement | CRM |
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2016 | 2016 |
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Customer Data Platform | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Partner Relationship Management | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Upserve ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incident Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2016 | 2016 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Upserve TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Upserve PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Upserve 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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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Database Management | IaaS |
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2014 | 2014 |
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Upserve CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Upserve
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Vice President, Engineering | VP | R&D | |
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Director Software Engineering | Director | IT | |
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VP Engineering | VP | R&D | |
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Vice President of Product Managemen | VP | R&D | |
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Director, Platform Engineering | Director | IT | |
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Manager, Infrastructure Engineering | Manager | Finance | |
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SVP Head of Operations | VP | Operations | |
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Director, Customer Support Operations | Director | Customer Service | |
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Senior Manager, Business Applications & Operations | Manager | IT | |
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Finance Manager, Deal Desk | Manager | Finance | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Upserve Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upserve IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upserve digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Upserve Technographics
Upserve is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
Upserve operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Salesforce Field Service (ex ClickSoftware) and Amazon SageMaker,
covering areas like ERP Financial, Field Service Management and ML and Data Science Platforms.
Upserve has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Salesforce and Amazon Web Services (AWS).
Upserve recently adopted applications including
6sense Account Engagement Platform in 2023, Okta Identity Cloud in 2021 and LiveChat in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upserve’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Upserve’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 Upserve technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.