List of Upland Panviva Customers
Austin, 78701-3788, TX,
United States
Since 2010, our global team of researchers has been studying Upland Panviva 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 Panviva for Customer Support 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 Panviva for Customer Support include: National Australia Bank, a Australia based Banking and Financial Services organisation with 39240 employees and revenues of $13.55 billion, Sentara Health, a United States based Healthcare organisation with 34000 employees and revenues of $13.20 billion, AvMed, a United States based Insurance organisation with 600 employees and revenues of $850.0 million and many others.
Contact us if you need a completed and verified list of companies using Upland Panviva, 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 Panviva 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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AvMed | Insurance | 600 | $850M | United States | Upland Software | Upland Panviva | Customer Support | 2013 | n/a |
In 2013, AvMed implemented Upland Panviva to provide business process guidance for member-facing contact centre and healthcare plan operations, aligning a knowledge-first approach with its Customer Support tooling. Upland Panviva was positioned as a guidance and knowledge-management layer to reduce agent error and standardize member interactions in the United States.
The deployment emphasized Panviva SupportPoint as the primary module, delivering contextual knowledge and step-by-step process guidance directly within agent workflows. Configuration focused on scripted guidance, searchable knowledge articles, and process checklists to support CRM and contact centre use cases relevant to healthcare member support processes.
Operational integration centered on embedding Upland Panviva into contact centre workflows and CRM-facing desktops, supporting both member support teams and plan operations staff. The implementation covered member-facing support functions and associated operational touchpoints, with content and guidance tailored to healthcare plan service scenarios.
Governance was organized around centralized knowledge management and process ownership, enabling controlled updates to guidance and consistent agent adherence to scripted workflows. Vendor materials cited that using Upland Panviva helped reduce errors and improve member service, reflecting outcomes tied to improved frontline guidance and operational consistency.
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National Australia Bank | Banking and Financial Services | 39240 | $13.6B | Australia | Upland Software | Upland Panviva | Customer Support | 2013 | n/a |
In 2013 National Australia Bank implemented Upland Panviva to deliver just-in-time business process guidance and knowledge management for its contact centre operations. The deployment targeted Customer Support workflows, embedding Upland Panviva SupportPoint guidance within agent-facing processes to surface scripting, decision trees, and compliance checklists during customer interactions.
The implementation used the Upland Panviva SupportPoint knowledge-management capabilities to codify CRM and contact-centre procedures, enabling contextual guidance tied to common banking transaction types. Configuration focused on role-based guidance and process templates, with content organized for rapid retrieval at the point of service and ongoing editorial controls to keep guidance current.
Operationally the solution was concentrated in NABs contact centre and customer support environment across its Australian banking operations, aligning agent desktop flows to standardized process steps. Integrations were oriented toward CRM and contact-centre workflows to ensure guidance appeared within interaction handling sequences and supported consistent case progression and resolution.
Governance centered on knowledge ownership and process standardization to strengthen compliance controls and reduce handling variability. Reported outcomes included improved agent handling times and better adherence to compliance processes due to the embedded guidance provided by Upland Panviva, reinforcing its role in NABs Customer Support technology stack.
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Sentara Health | Healthcare | 34000 | $13.2B | United States | Upland Software | Upland Panviva | Customer Support | 2013 | n/a |
In 2013 Sentara Health implemented Upland Panviva in the Customer Support category to deliver workflow driven guidance to clinicians and contact center staff in the United States. The deployment centered on Panviva SupportPoint knowledge management to surface just in time procedures and scripted guidance tied to clinical process areas and contact center interactions. The implementation explicitly targeted patient and member interaction workflows to standardize guidance for frontline staff.
Panviva SupportPoint was configured to author and publish task oriented knowledge objects, context sensitive decision support, and procedural walkthroughs that clinicians and contact center agents access during case handling. Configuration work focused on mapping clinical procedures and contact center scripts into searchable, role based guidance and enabling version control and approval workflows for clinical content. These functional capabilities align with Customer Support use cases for knowledge management and guidance orchestration.
Operational governance emphasized knowledge editorial control, role based access, and workflow stewardship for clinical and contact center teams, with content owners responsible for ongoing maintenance of procedures and scripting. The implementation positioned Upland Panviva as the central knowledge layer supporting frontline patient and member engagement. The primary stated outcome was improved patient and member interactions through just in time procedural guidance delivered by Upland Panviva in the Customer Support context.
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