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

"Panviva is able to provide that step-by-step guide to our employees about how to use each application." - Angela Beitelman

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 facilitate 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?

22+ more Business Use Cases

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

Angela Beitelman

Director of Customer Service and Audit

Health Alliance

Panviva is able to provide that step-by-step guide to our employees about how to use each application. Testimonial By Angela Beitelman
Panviva testimonial

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
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
CUSTOMERS TESTIMONIALS
Panviva testimonial

Angela Beitelman

Director of Customer Service and Audit

Health Alliance

Panviva is able to provide that step-by-step guide to our employees about how to use each application. Testimonial By Angela Beitelman
Panviva testimonial

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
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

Case Studies

Food & Beverages

CASE STUDY Nestlé

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

Information Technology and Services

CASE STUDY Sage

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Consumer Services

CASE STUDY HomeServe

HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business support. They aimed to enhance business processes and cus...tomer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.

Publishing

CASE STUDY Boone Newspapers Inc.

Boone Newspapers Inc., a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped t...heir structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.

Mechanical or Industrial Engineering

CASE STUDY DRA Global

DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced decision-making. The company, with over 4,500 staff, faced chall...enges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.

Manufacturing

CASE STUDY Trane Technologies

Trane Technologies improved supply chain visibility and collaboration with Upland Ultriva. They reduced inventory and improved order fill and on-time delivery rates. The company managed over $750 mil...lion in annual material spend through the Collaborative Supply Portal. They transitioned to a lean production model, reducing unnecessary inventory and optimizing storage costs.

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

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.

Awards

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Partnership

Upland Software Expands Cloud Fax Partnership with Konica Minolta in Major Tech Integration Deal

Upland Software strengthens its cloud fax services by partnering with Konica Minolta for a significant technology integration.

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