Panviva Overview

Panviva transforms novice agents into experts using AI-powered guided knowledge management, ideal for regulated industries. The platform is offered by Upland Software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Engagement Management, as the business use cases that they have been most satisfied with while using Panviva.

Other use cases:

  • Onboarding
  • Collaboration
  • Content Management
  • Contract Management
  • Workflow Management
  • Sending & Publishing Communications
  • Conference Call Management
See all use cases See less use cases

Business Priorities

Improve ROI and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Panviva.

Other priorities:

  • Acquire Customers
  • Enhance Customer Relationships
  • Improve Consistency
  • Scale Best Practices
  • Launch New Products
  • Improve Internal Communications
See all business priorities See less business priorities

Panviva Use-Cases and Business Priorities: Customer Satisfaction Data

Panviva works with different mediums / channels such as Phone Calls. and Offline.

Panviva's features include Alerts: Popups & Notifications, and Personalization. and Panviva support capabilities include Phone Support, Email Support, Chat Support, etc. also Panviva analytics capabilities include Custom Reports, and Analytics.

Reviews

"HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in ...2009, but Panviva was viewed as so important to growth and to the customer experience that it was one of the only projects approved." - Health New England

Panviva, livepro, Shelf.io, KnowledgeOwl, Notion, etc., all belong to a category of solutions that help Knowledge Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Panviva

Top Industries

  • Hospital & Health Care
  • Financial Services
  • Insurance

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Panviva is popular in Hospital & Health Care, Financial Services, and Insurance and is widely used by Enterprise, Mid Market, and Large Enterprise.

Comprehensive Insights on Panviva Use Cases

How can Panviva enhance your Helpdesk Management process?

How efficiently Does Panviva manage your Knowledge Management?

What Are the key features of Panviva for Engagement Management?

What solutions does Panviva provide for Onboarding?

What makes Panviva ideal for Collaboration?

29 buyers and buying teams have used Cuspera to assess how well Panviva solved their Knowledge Management needs. Cuspera uses 466 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Knowledge Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England
Panviva testimonial

Jake

MoneyMe

It has been really easy to work with Upland Panviva. The resources they provided us with were great and we were able to easily get in contact with the team for seamless integration. After utilizing their knowledge management platform, we’ve noticed a visible decrease in how many questions are recei...ved from new team members. Utilizing the important updates section on the homepage has allowed us to share critical business updates.

Testimonial By Jake
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers

I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli
CUSTOMERS TESTIMONIALS
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England
Panviva testimonial

Jake

MoneyMe

It has been really easy to work with Upland Panviva. The resources they provided us with were great and we were able to easily get in contact with the team for seamless integration. After utilizing their knowledge management platform, we’ve noticed a visible decrease in how many questions are recei...ved from new team members. Utilizing the important updates section on the homepage has allowed us to share critical business updates.

Testimonial By Jake
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers

I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli

Case Studies

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Video

Upland Panviva for Contact Centers

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lightning

Peers used Panviva for helpdesk management and knowledge management

Panviva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)

Software Failure Risk Guidance

?

for Panviva

Overall Risk Meter

Low Medium High

Top Failure Risks for Panviva

Upland Software, Inc. News

Product

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

Financial

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE