Panviva: Use-Cases, Insights and Reviews | 2025 Cuspera

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Knowledge Management - Connect, Collaborate and Communicate

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

"Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes." - Lisa Angst

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 does Panviva facilitate Helpdesk Management?

How does Panviva address your Knowledge Management Challenges?

What benefits does Panviva offer for Engagement Management?

What benefits does Panviva offer for Onboarding?

What solutions does Panviva provide 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
Lisa Angst Project Manager Western Health Advantage	Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes. Testimonial By Lisa Angst
Sarah Winn Quality Lead Telstra	Panviva allowed us to determine a single source of truth for our operations. We removed the ambiguity for Asset Management. Testimonial By Sarah Winn
Heather Morrow Enterprise System Specialist II GM Financial	Driving consistency is a big deal for us. Panviva simplifies the authoring process. Our content authors love how easy it is to use. They are excited to work with it. Testimonial By Heather Morrow

CUSTOMERS	TESTIMONIALS
Lisa Angst Project Manager Western Health Advantage	Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes. Testimonial By Lisa Angst
Sarah Winn Quality Lead Telstra	Panviva allowed us to determine a single source of truth for our operations. We removed the ambiguity for Asset Management. Testimonial By Sarah Winn
Heather Morrow Enterprise System Specialist II GM Financial	Driving consistency is a big deal for us. Panviva simplifies the authoring process. Our content authors love how easy it is to use. They are excited to work with it. Testimonial By Heather Morrow

Case Studies

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.

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.

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.

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.

Upland Panviva for Contact Centers

Peers used Panviva for helpdesk management and knowledge management

Panviva Competitors

More Panviva Alternatives...

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

Awards 08/09/2025

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

Product 18/08/2025

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 01/08/2025

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 24/06/2025

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.

More Panviva News...

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