List of Upland FileBound Customers
Austin, 78701-3788, TX,
United States
Since 2010, our global team of researchers has been studying Upland FileBound customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Upland FileBound for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Upland FileBound for Document Management include: Carter Lumber, a United States based Distribution organisation with 3500 employees and revenues of $2.70 billion, RDO Equipment Co, a United States based Distribution organisation with 2700 employees and revenues of $1.50 billion, Health Choice Arizona, a United States based Insurance organisation with 120 employees and revenues of $1.20 billion, AllCare Health, a United States based Healthcare organisation with 350 employees and revenues of $500.0 million, Doggett Ford South Loop, a United States based Automotive organisation with 226 employees and revenues of $300.0 million and many others.
Contact us if you need a completed and verified list of companies using Upland FileBound, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Upland FileBound customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AllCare Health | Healthcare | 350 | $500M | United States | Upland Software | Upland FileBound | Document Management | 2020 | n/a |
In 2020, AllCare Health implemented Upland FileBound as its Document Management solution to manage records and workflows across clinical operations. The deployment focused on the Utilization Management Department, including Pharmacy services, Physical Health, the prior authorization team, and Health Related Services HRS and HRSN programs.
Upland FileBound was configured to support core document management capabilities such as electronic capture and indexing, version control, retention policies, audit trails, and automated workflow orchestration for prior authorization and member correspondence. Configuration work emphasized template-driven e-forms and routed approval flows to align with utilization review, pharmacy adjudication, and member letter generation workflows.
The FileBound deployment operated alongside Business Objects for reporting and Microsoft Office tools including Visio, Word, Excel, and PowerPoint for workflow documentation and staff training. Staff experience with EZ Cap and Smartsheet was used to coordinate document intake and team-level process mapping, and Business Objects outputs were used in partnership with FileBound records to support state and federal audit deliverables.
Governance and process changes were formalized through documented workflows, policy alignment, and cross-departmental collaboration with compliance to ensure letter compliance for Medicare and Medicaid. Operational ownership included direct supervision of nurses, analysts, and pharmacy technicians, with workflow development and training established to embed the Upland FileBound Document Management processes into daily operations.
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Carter Lumber | Distribution | 3500 | $2.7B | United States | Upland Software | Upland FileBound | Document Management | 2016 | n/a |
In 2016, Carter Lumber deployed Upland FileBound as a Document Management solution. The initial implementation concentrated on payroll and human resources content capture within the companys Kent, Ohio payroll operations, with Upland FileBound positioned as the primary repository for scanned employee and payroll records.
The Upland FileBound deployment emphasized core document management capabilities including image capture and scanning, indexed storage, optical character recognition for searchable text, metadata-driven indexing, role based access controls, and retention scheduling. Operational activities recorded in source notes include scanning payroll and human resource documents into FileBound and routine use by payroll specialists to file and sort documented records, indicating configuration for intake workflows and indexed retrieval to support payroll processing.
Upland FileBound was used alongside the organizations ADP payroll system, with scanned documents retained in FileBound while payroll data entry continued in ADP. Operational coverage centered on payroll and HR functions at the Kent, Ohio site and involved typical information governance controls such as audit trails, access provisioning, and records retention enforcement configured in the Document Management environment.
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Doggett Ford South Loop | Automotive | 226 | $300M | United States | Upland Software | Upland FileBound | Document Management | 2023 | n/a |
In 2023, Doggett Ford South Loop implemented Upland FileBound for Document Management. The deployment focused on Accounts Payable and expense approval workflows across finance, parts, and service departments, establishing a centralized document repository and a consistent audit trail.
Upland FileBound was configured for document capture, automated indexing, approval routing, and secure retention to support full cycle AP operations. The system is used to review and approve employee expense reports via FileBound and to store vendor W-9s and supporting documentation, aligning document controls with month end reconciliations.
The AP organization continues to process high volume invoices using CDK Global while leveraging FileBound as the authoritative document store for invoices, vendor documents, and expense records, which enables faster retrieval during reconciliations and audit requests. Operational coverage includes Senior Accounts Payable, junior AP staff, and cross functional collaboration with finance, parts, and service teams involved in budgeting, expense tracking, and purchase order accuracy.
Governance and rollout emphasized AP process standardization, training and mentoring on Upland FileBound, and strengthened documentation practices to support internal and external audits. The implementation supported process improvements that enhanced invoice turnaround time and reduced manual errors, and FileBound became a primary control point for employee expense approvals.
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Insurance | 120 | $1.2B | United States | Upland Software | Upland FileBound | Document Management | 2016 | Instream |
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Automotive | 450 | $220M | Australia | Upland Software | Upland FileBound | Document Management | 2023 | Ellby |
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Distribution | 2700 | $1.5B | United States | Upland Software | Upland FileBound | Document Management | 2004 | On Line Imaging |
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Buyer Intent: Companies Evaluating Upland FileBound
- Carter Lumber, a United States based Distribution organization with 3500 Employees
- Scoular, a United States based Distribution company with 1400 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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