Uptake
600 W Chicago Ave #350,
Chicago, 60654, IL,
United States
Chicago, 60654, IL,
United States
1 312-242-2200
Professional Services
Uptake Technographics
Uptake Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Uptake and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Uptake employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Uptake has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2018, Greenhouse ATS for Applicant Tracking System in 2017, Olark Live Chat for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Uptake is running and its propensity to invest more and deepen its relationship with Tipalti , Sage , Expensify 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 Uptake revenues, which have grown to $100.0 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 Uptake 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.
Uptake Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tipalti | Legacy | Tipalti Invoice Management and Bill Processing System | AP Automation | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Uptake implemented Tipalti Invoice Management and Bill Processing System to automate accounts payable during a period of rapid growth from roughly 300 to 800 employees. This deployment is categorized as AP Automation and was focused on stabilizing finance operations as Uptake scaled internationally while preserving cash visibility and control.
The implementation concentrated on core AP Automation capabilities, including automated invoice capture and processing, bill payment orchestration, workflowed approvals, and enhanced compliance controls. Tipalti Invoice Management and Bill Processing System was configured to centralize data collection and management from vendor invoices, enabling finance to reduce manual data entry into the companys ERP and to standardize approvals and audit trails.
Operationally the solution was fully integrated with Uptakes Sage Intacct ERP to deliver an end to end accounts payable flow from invoice ingestion through payment settlement and ledger posting. The rollout targeted the finance organization and accounts payable function, providing a single path for invoices and payments that supported more frequent payment runs. This integration enabled a shift in payments cadence, moving from bi monthly to weekly payments to improve cash flow forecasting.
Governance changes accompanied the technical deployment, instituting more rigorous compliance controls and formalized approvals to increase transparency and auditability of payables. Processes were made documentable and auditable, and financial reporting was elevated by making payment and invoice data more accessible to the accounting team.
Outcomes explicitly reported include annual time savings of 600 hours, reduction of repetitive monthly manual processing that previously consumed roughly two weeks per month, the ability to scale financial operations without adding headcount, improved cash flow forecasting through weekly payments, and a reduced manual burden that allowed finance to focus on strategic work.
|
|
|
|
|
ERP Financial | ERP Financial Management |
|
2018 | 2018 |
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2018 | 2018 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017 Uptake implemented Greenhouse ATS as its Applicant Tracking System to centralize recruiting operations for its HR and talent acquisition teams. The deployment established Greenhouse ATS as the primary system for job posting, applicant tracking, interview scheduling, and offer management across Uptake’s recruiting workflow.
Configuration focused on standard Applicant Tracking System capabilities, including structured job requisition templates, candidate pipeline stages, interview kits, and offer approval workflows. The implementation leveraged Greenhouse ATS configuration to enforce role-based access for recruiters and hiring managers, and to standardize scoring and evaluation across interview panels.
Uptake integrated Greenhouse ATS with its public careers experience using Greenhouse MX on their website, enabling seamless candidate capture from job pages into the Greenhouse pipeline. Operational ownership rested with Talent Acquisition, with upstream interactions from hiring managers for requisition approval and downstream handoff to HR operations for onboarding documentation.
Governance centered on formalizing sourcing to hiring workflows and embedding Greenhouse ATS processes into hiring governance, including defined stage gates and structured interview workflows to improve consistency in hiring decisions. The rollout emphasized configuration of pipeline stages and permissions within Greenhouse ATS to align recruiting operations with Uptake’s internal hiring processes.
|
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Uptake deployed Olark Live Chat on its public website. Uptake implemented Olark Live Chat as a Chatbots and Conversational AI solution to provide real-time conversational engagement on www.uptake.com, embedding a web chat widget and an agent console for live operator interactions. The deployment is focused on web channel engagement and customer-facing touchpoints rather than backend system changes.
Configuration work emphasized widget placement, session routing rules, automated message prompts, and transcript capture to support follow-up workflows, aligning with standard Chatbots and Conversational AI functional patterns. Operational ownership was aligned with digital and customer-facing teams within Uptake's professional services organization, using Olark Live Chat to support customer service and commercial inquiry handling. Chat transcripts and session metadata are incorporated into internal workflows for escalation and case management.
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2020 | 2020 |
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2021 | 2021 |
|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2017 | 2017 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2011 | 2011 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Signing | Content Management |
|
2022 | 2022 |
|
|
|
|
|
Web Content Management | Content Management |
|
2017 | 2017 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2020 | 2020 |
|
|
|
|
|
IT Service Management | ITSM |
|
2018 | 2018 |
|
SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Configure Price Quote (CPQ) | SPM |
|
2017 | 2017 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2019 | 2019 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2017 | 2017 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2015 | 2015 |
|
IT Decision Makers and Key Stakeholders at Uptake
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Uptake Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Uptake Technographics
Uptake is a Professional Services organization based in United States,
with around 800 employees and annual revenues of $100.0 million.
Uptake operates a diverse technology stack with applications such as
Tipalti Invoice Management and Bill Processing System, Greenhouse ATS and Olark Live Chat,
covering areas like AP Automation, Applicant Tracking System and Chatbots and Conversational AI.
Uptake has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Tipalti, Greenhouse and Olark.
Uptake recently adopted applications including
DocuSign eSignature in 2022, Microsoft Power BI in 2021 and Adobe Marketo in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Uptake’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Uptake’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 Uptake technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.