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

Peer review evidence (same sources as the product rating summary)

"...Our call center agents have benefited by following procedures for transactional inquiries as well as maintenance inquiries...." Peer review by Leanne H, MSC Team Lead
"...Employees are happily adopting the habit of consulting the Panviva knowledge management system as their first point of reference...." Case Study MoneyMe
"...Desert Financial has seen big improvements in customer experience, employee engagement and day to day operations...." Case Study Desert Financial

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.

Panviva Customer wins, Customer success stories, Case studies

What makes Panviva ideal for Helpdesk Management?

How can Panviva optimize your Knowledge Management Workflow?

What makes Panviva ideal for Engagement Management?

Why is Panviva the best choice for Onboarding?

How can Panviva enhance your Collaboration process?

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.

CUSTOMERS TESTIMONIALS
Panviva testimonial

Lisa Angst

Project Manager

Western Health Advantage

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

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
CUSTOMERS TESTIMONIALS
Panviva testimonial

Lisa Angst

Project Manager

Western Health Advantage

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

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
 

PPG Industries - Manufacturing - Very Large

Pittsburgh, USA

ComSci helped PPG Industries improve IT cost visibility. Managers now track spending and validate charges with dashboards. The solution replaced a legacy system, making data more accurate and easy to... use. PPG uses ComSci modules for billing, demand management, and analytics. This led to better control of IT consumption and reduced overall spend.

 

Fortune 100 financial services firm - Financial Services - Very Large

New York, USA

Upland ComSci helped a Fortune 100 financial services firm allocate $50 million in IT expenses to the right business lines. The firm used ComSci to gain detailed IT financial insight and improve cost... transparency. Senior leaders now use ComSci data to make critical business decisions. The tool enabled real-time, consumption-based conversations and streamlined data gathering. Managers can now accurately forecast technology costs and approve projects with confidence.

 

A large retail brokerage and bank - Financial Services - Very Large

Upland ComSci helped a large retail brokerage and bank gain full visibility into IT costs. The firm struggled with unclear technology cost allocation and rising regulatory expenses. ComSci provided a... single, holistic view of IT spend, enabling better collaboration between IT and business units. Reporting that once took six months now takes one day. The bank can now make strategic decisions with accurate, unified data.

 

Immediate Media Co. - Media Production - Large

London, UK

Immediate Media Co. used Upland Adestra to personalize emails for BBC Good Food consumers. Personalized emails led to a 6.5% higher click-through rate. Users were 133% more likely to click on persona...lized content. There were 49% more sign-ins from those who clicked through personalized emails. Page views increased by 13%.

 

Salem Five Bank - Banking - Medium

Salem, USA

Salem Five Bank uses Panviva to train new contact center agents faster. The bank faces a tough job market for skilled agents with banking experience. Panviva helps new hires learn complex processes q...uickly. This reduces the time it takes for agents to become competent on the phones. The learning curve for new recruits is much shorter with Panviva.

 

Zimmer Radio, Inc. - Media Production - Medium

Joplin, USA

Zimmer Radio, Inc. used Second Street to run a "Mutt Madness" contest during March basketball season. The contest drove over 2,000 participants and 200 photo entries. Cornerstone Animal Hospital, the... sponsor, gained 600+ new email subscribers and saw a $20,000 year-over-year sales increase. Zimmer Radio earned $2,500 in sponsorship revenue and grew its own email list. Social media and email marketing were key to the campaign's success.

Upland Panviva for Contact Centers

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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 43 Badges in G2’s Fall 2026 Market Reports

Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.

Partnership

Upland Software and Carahsoft Partner to Expand Public Sector Impact

Upland Software has partnered with Carahsoft Technology Corp. to expand its reach in the public sector. Carahsoft will act as Upland's Master Government Aggregator, distributing Upland's knowledge management and contact center solutions through various government procurement channels. This partnership aims to enhance service delivery and compliance for government agencies by leveraging Upland's AI-powered technologies.

Financial

Upland Software Reports Second Quarter 2026 Financial Results

Upland Software announced its financial results for Q2 2026, reporting a total revenue of $49.1 million, an 8% decrease from the previous year due to divestitures. The company recorded a GAAP net loss of $35.3 million, primarily due to a non-cash goodwill impairment. Upland also issued guidance for Q3 and the full year of 2026, anticipating further revenue declines.

Awards

Upland Software Named in the 2026 Gartner Magic Quadrant for Customer ...

Upland Software has been recognized in the 2026 Gartner Magic Quadrant for Customer Service Knowledge Management Systems. This recognition highlights Upland's expertise in AI-powered knowledge management, particularly through its RightAnswers platform, which aids large organizations in delivering accurate information efficiently.

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