[ CLIENT SUCCESS ]

Uptake: Getting More ROI from ERP

Industry

Professional & Business Services

Solution

Financial & Operational Systems

Client Since

2022

About Uptake

Uptake creates intelligence software-as-a-service (SaaS) that drives smarter operations for industrial businesses worldwide. Transportation companies and Federal agencies rely on them to supercharge their data insights and manage fleets using one software platform so they can make faster decisions and increase ROI. As a global, multi-entity, and multi-dimensional SaaS company, they need best-in-class solutions to maintain their leading edge in a highly competitive world.

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“BT Partners fulfilled their promises, with no surprises or issues. It’s been the best experience working with a Sage Intacct service provider.”

Steven Sleep

Controller & VP of Accounting, Uptake

The challenge

Uptake had implemented a cloud financial management platform but was not realizing its full potential due to limited support and guidance from their previous partner. The finance team struggled with slow response times, lack of strategic input, and difficulty leveraging advanced features for their SaaS business model. Steven Sleep, Controller & VP of Accounting, recalled, “I had no relationship [with the previous partner]. They would send me the invoice annually. They would respond only when I would send an email after a week asking ‘Hey, where’s my response?’”

Uptake needed a partner who could provide responsive, expert support and help them maximize the value of their technology investment. They sought to improve financial processes, gain better visibility, and support continued growth without adding unnecessary complexity or cost.

Why BT Partners?

Uptake switched to BT Partners after their previous experience fell short. They were chosen for their strong technical expertise, industry knowledge, and commitment to delivering genuine partnership rather than transactional service. Once Uptake brought BT Partners on board, they had their questions and emails answered promptly within 24 hours, getting all the functionality & capabilities the financial management software has to offer.

Uptake was hoping for a partnership with more strategic guidance than just regular maintenance. BT Partners delivered exactly that with expert advice and long-term guidance on how Sage Intacct’s functionality can make workflows easier, and more efficient, and how they can gain more robust financial reporting.

Uptake knows a good partner isn’t just in it for the money. They’ve witnessed firsthand BT Partners’ advanced technical expertise in Sage Intacct’s financial management software and have appreciated being told when an add-on solution isn’t going to provide their team with enough value for the price. Sleep sums up the partnership perfectly. “BT Partners fulfilled their promises, with no surprises or issues. It’s been the best experience working with a Sage Intacct service provider.”

The solution

Having a knowledgeable and responsive partner has assisted with countless efficiencies in financial reporting, like reducing month-end from a couple of days to only five minutes. Sleep says, “I was building out a financial reporting package and BT Partners worked with me to help create a different grouping to get the reports I needed for our board and what our investors want to see. I showed them how I was doing it manually, and they showed me how I can get that same report out of Intacct at the click of a button.” Fast access to fresh data leads to improved decision-making, cost savings, and overall better business performance. It’s a critical factor in an organization’s long-term success.

BT Partners helped navigate changes by patiently explaining new system functionality and teaching staff how to use the financial management software properly so they can become self-sufficient and create reports themselves. Before, Sleep was forced to report all the company’s revenue manually, but with the help of BT Partners, that’s all been automated. The team can post revenue entries at the end of the month in only a few minutes, as opposed to a few hours.

Results & business impact

Uptake reduced its month-end close time dramatically — from several days to just minutes for key processes. Revenue recognition, previously manual and time-intensive, is now largely automated, freeing the finance team for higher-value work.

The improved platform and support have enhanced financial visibility, decision-making, and overall efficiency. Uptake can now scale more effectively while maintaining strong financial controls and reporting capabilities

BT Partners made a major impact with their technical expertise and the company’s relationship with them has been crucial to their success. The team relies on BT Partners for Sage Intacct assistance, and when they say they’re going to deliver efficiencies or new modules and upgrades, it actually happens. Sleep adds that BT Partners plays a meaningful role in their ongoing success. “They are a partner that invests in the long-term relationship and the end product has made our business much, much, MUCH more efficient.”

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How can we assist you?

As the technology and performance enablement arm of Miller Cooper, BT Partners helps mid-market organizations drive business performance by combining strategic insight with technology that delivers clarity, visibility, and measurable results.

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