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Robotic Process Automation (RPA)

Desktop-level automation that streamlines repetitive tasks, reduces errors and improves agent productivity

About Robotic Process Automation (RPA)

Robotic Process Automation (RPA) automates high-volume, repetitive tasks across support and back-office operations. It mimics human actions like clicks, keystrokes, and copy-paste — freeing agents to focus on complex work. RPA improves speed, accuracy, and compliance while reducing costs and manual burden.

Robotic Process Automation (RPA) BENEFITS

01

Eliminate Manual Work

Automate data entry, lookups, and system updates. Reduce time spent on routine processes.

02

Improve Accuracy and Compliance

Minimize human error in repetitive tasks. Standardize execution with audit-ready logs.

03

Boost Agent Productivity

Let bots handle background tasks in real time. Help agents resolve tickets faster and with fewer clicks.

04

Enable Scalable Operations

Deploy bots without scaling headcount. Maintain performance as volumes increase.

05

Accelerate Process Improvement

Map out workflows and identify automation candidates. Continuously refine operations with data.

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OUR Solutions EXPERTISE

Data-Driven Insights from Thousands of Successful Technology Engagements

We draw on insights from thousands of completed advisory projects, using real-world transaction data to ensure you choose the ideal solution, the best-fit vendor, and secure the most competitive pricing. Whether you’re seeking data centers in niche markets, negotiating telecom contracts, or transitioning from legacy tech to next-gen, our data-driven approach gives you confidence in every decision.

Frequently Asked Questions

How is UPSTACK different from a traditional IT consulting firm?
Unlike traditional consulting firms that charge upfront fees or bill hourly regardless of outcomes, UPSTACK only earns compensation if you move forward with a solution we recommend—and even then, we’re paid directly by the vendor, not by you. That means no added cost to you, and no pressure to buy unless it’s the right fit. We also go beyond typical consultants by offering implementation support, ongoing account management, and data-driven insights to ensure you get the best value and performance across all your technology investments.
How is UPSTACK different from traditional sales agents?
Traditional sales agents typically represent a limited portfolio of vendors. UPSTACK is different—we represent you. As an independent advisory firm, we help you evaluate the full market to find the best-fit solutions for your specific needs. Our support doesn't stop at the point of sale either—we stay with you to manage your technology stack, assist with implementation, and provide ongoing strategic guidance.
If your services are free to your clients, how do you get paid?
You won’t see any upfront or out-of-pocket costs with UPSTACK. Our fees are fully reimbursed by the vendors you select. We only partner with clients we’re confident we can help, and we only get paid if you make a purchase based on our advice.
Do vendors charge me more if I work with UPSTACK?

No. Our participation doesn't increase your costs. UPSTACK acts as an outsourced extension of the vendor's sales and support organization, which reduces their cost of sale and overhead. In fact, most of our customers receive better pricing and terms than they would by going direct.

What happens if I don’t move forward with a new solution recommended by UPSTACK?
That’s perfectly fine. Our recommendations are based on your needs—not our compensation. If we assess that your current strategy is already optimized, we’ll tell you. There are never any fees or obligations for our time or guidance.
How do I know UPSTACK is truly vendor-agnostic?

Our entire model is built on transparency and trust. We have no quotas, exclusive vendor relationships, or biased incentives. With a Net Promoter Score (NPS) of 82 and a 99% client retention rate, our reputation is built on delivering results that put your interests first. We’re also happy to connect you with current clients who can speak to their experience.

Can I still work with UPSTACK if I already have a consultant or advisor?
Yes. Many consultants and advisors partner with us to access our tools, market insights, and vendor network. We’re built to complement—not replace—your existing strategy, helping you manage complexity, streamline vendor negotiations, and improve execution.
Can I license just the inventory management software without using your advisory services?
Yes. Several of our enterprise clients began by licensing our technology inventory management platform. We offer annual software subscriptions and a one-time onboarding fee for clients who want to start there.
What if I don’t need help sourcing new services but want support managing my existing vendors?
We offer vendor management at no cost for clients we assist with sourcing. If you need vendor management as a standalone service, we offer that under a cost-plus model.
Is UPSTACK financially stable?
Yes. UPSTACK is a profitable, growing company with over 220 team members. Since our founding, we’ve raised more than $350 million in capital and have become the largest technology advisory firm of our kind.
How does UPSTACK protect my data and privacy?
We take your privacy seriously (see our Privacy Policy). We never sell your data. Your information is only shared as needed to deliver our services or support your technology decisions—always with transparency and consent.

Digital transformation is ever-evolving—so are we.

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