UpTop

BACKGROUND

Please describe your company and position.

I am the Sr. Director of Project Management of a software company 

Describe what your company does in a single sentence.

A leading cloud-based platform that automates and integrates travel, expense, and invoice management to provide organizations with real-time visibility and control over employee-initiated spending.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpTop to accomplish?

• Clarify the new buying journey and how it applies to our organization
• Identify the areas of friction on the website keeping site visitors from meeting their goals
• Deliver insights and design recommendations to support site visitor needs

SOLUTION

How did you find UpTop?

Referral

Why did you select UpTop over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned
• I worked with Uptop on a project previously

How many teammates from UpTop were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have had multiple engagements with Uptop:  

User Research and Design recommendations for our Community website to align the strategy to B2B audiences and further the engagement.  This included a series of stakeholder interviews, workshops, UX Audit, user insights and design recommendations.

User Research and Design for our marketing website to help us better support changes in the buying journey.  Taking existing research conducted by a third party, Uptop conducted a site evaluation to identify the primary pain points and UX violations keeping site visitors from completing their goals when visiting our website.  This included workshops with global field marketers, external research participant interviews, Heuristic evaluation of the website, journey mapping, and site persona development. The culmination of this engagement was design inspiration for how this new strategy could be applied to the site.

User Research and Design to narrow in on the primary areas of focus in H1 of 2025- Home Page including Navigation and Site.  UpTop conducted user research and usability studies which included card sorting and tree testing.  They produced design inspiration for the Home Page, and navigation.  

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

UpTop was a strategic partner every step of the way. They intuitively understood the complexity of our challenges and how simply providing solutions would not necessarily result in adoption of the recommendations.  They listened carefully and made recommendations that could be adopted and implemented, with significant business impact.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were exceptionally reliable and punctual; despite delays from our side, they remained flexible and collaborative in adjusting the schedule.

What was your primary form of communication with UpTop?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Uptop is a pragmatic strategic partner with a unique ability to navigate competing opinions and deliver outcomes that drive tangible business impact.

Are there any areas for improvement or something UpTop could have done differently?

no

BACKGROUND

Please describe your company and position.

I am the Product Manager of Archbright

Describe what your company does in a single sentence.

Archbright is the go-to resource for Pacific Northwest employers. At our core, we offer easy access to expert HR, safety, and legal advice through an affordable annual membership. Our focus is helping companies elevate workplace performance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpTop to accomplish?

Redesign of online member resource tool

SOLUTION

How did you find UpTop?

• Online Search
• Clutch Site

Why did you select UpTop over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from UpTop were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

UpTop exceeded our expectations with the redesign of our online resource tool for our members. This was no small task, as the tool includes a wide array of components that needed integration. Our primary goals were to improve accessibility and usability while creating an intuitive, engaging experience for our members—and UpTop delivered for us. 
Their team demonstrated their understanding our unique needs and tackled the complexities of the project with a thoughtful and collaborative approach. The result is a user-friendly platform that has already enhanced member engagement and satisfaction. We are delighted with the outcome and highly recommend UpTop for their professionalism, creativity, and dedication to delivering high-quality solutions.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

An accessible and user-friendly platform.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were timely, professional, creative, and dedicated.

What was your primary form of communication with UpTop?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their team demonstrated their understanding of our unique needs and tackled the complexities of the project with a thoughtful and collaborative approach. 

Are there any areas for improvement or something UpTop could have done differently?

UpTop was wonderful to work with.

BACKGROUND

Introduce your business and what you do there.

I’m a product manager at a company that provides a ticketing platform. We provide tools for teams, venues, and professional resellers to manage their inventory, control their distribution, and use data to empower decision-making.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

We needed help with frontend development to migrate and enhance one of our products. We were operating in two different products and wanted to centralize them into one, and we didn't have any frontend developers on staff.

SOLUTION

What was the scope of their involvement?

UpTop has worked on 4–5 projects with us, predominantly involving UI/UX design and frontend development. We've also worked on a mobile application. UpTop uses C# and has helped us update the latest version of Angular and PrimeNG. UpTop has helped us integrate our pricing tool into our platform, allowing users to control their inventory and distribution and see data points like secondary marketplace listings that can help them make decisions on how to price.

Users can also price large amounts of inventory at once and match prices on their own level.
What is the team composition?

We work with two teams from UpTop based on the project we're working on: a mobile app team and a web app team. Each team consists of 5–6 team members.

How did you come to work with UpTop?

My boss found UpTop on a ratings site, although I'm unsure which one. He chose UpTop because of their ratings, and he was also drawn to the team because he could go to their office in Seattle since he lived in Washington State.

What is the status of this engagement?

We started working with UpTop in September 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

UpTop has helped us unify our platform, and many of our competitors don't have a unified platform like ours. We've launched our own pricing tool and brought it into our product, which has separated our company from others in the space. This unified platform is super convenient and helpful for users because they can price large amounts of inventory at once. If a user has thousands of tournaments, they can match prices on their own level.

Additionally, we're excited about the mobile app that UpTop has helped us build. We've just unveiled it at a conference, and the feedback on it was incredible. Other competitors are mobile-optimized, but we're the only company with a mobile app in our space.

How did UpTop perform from a project management standpoint?

UpTop continuously keeps us on track regarding project management. We have a really good relationship with the team, and they've never missed a deadline. Sometimes, we've given UpTop minimal notice on changes or projects, and they've been able to come through with an estimate. If there is a delay, which is usually our fault, UpTop gives us a heads-up.

We have weekly calls with UpTop's teams and share a Slack channel for both projects. We communicate with every teammate, including project managers and developers.
Are there any employees from the service provider's team that you would like to give a shout-out to in this review?

Christine (UX Designer) has been helpful with the mobile app, and Michael (Director of UX) has helped with the UI design perspective. They both did a great job interviewing people and getting their feedback to incorporate it into the design and styling. Kyle (Senior Project Manager) and Craig (Head of Business) keep us on track. Lastly, I want to highlight a contracted project manager who is no longer with the team. 

What did you find most impressive about them?

UpTop feels like an extension of our company rather than a contractor. Our relationship has progressed to the point where we view them as peers. Their code is heavily embedded with ours, and we communicate constantly via Slack. We feel like we're working with our team rather than a contractor. UpTop is invested in what we’re doing, and they’re genuinely curious about the work they’ve done and how it’s perceived.

Are there any areas they could improve?

The project manager leaving was a big bummer; although he left for personal reasons, and I understand it, he was very helpful. Improving the team's stability on that side would be nice, but overall, the engagement has been amazing, and we don't have many complaints.

Do you have any advice for potential customers?

Keep the lines of communication open because this is what has benefitted us. We have a shared Slack channel and shared documents where we’re always sending ideas to each other. UpTop is always quick to respond, so you get out of your project what you put into it. Don't be shy about giving feedback to the team because they'll listen and give additional design alternatives or come up with a solution to the issue.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of product for a SaaS company in the real estate industry. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

We hired UpTop to create a mobile app that complements our web app for filing forms and real estate management. 

SOLUTION

What was the scope of their involvement?

Our team had the designs for the app, and the UpTop team handled their development. They focused on building out the app. Then, we transitioned the product back to our team after completing its initial version. We put some final touches on it and ultimately launched it. The app was compatible with iOS devices. 

What is the team composition?

We worked with 4–5 teammates from UpTop, including Craig (Head of Business). An engineering lead worked with the program manager. We also interfaced with a frontend engineer and backend engineer. 

How did you come to work with UpTop?

We interviewed a shortlist of six vendors about their capabilities, cost, and references. UpTop was one of those companies, and we chose them because of their flexibility. The team meshed well with our culture and operation style. They developed apps in much the same way as we did. 

What is the status of this engagement?

Our engagement lasted from May–October 2022. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

UpTop did a great job. This is why we’re planning to hire them again to do the Android version of the app. 

How did UpTop perform from a project management standpoint?

They had a strong project manager who kept everyone aware of the pace we were going and what deliverables were needed from our end.  They helped us keep everyone on track. 

What did you find most impressive about them?

I was impressed with UpTop’s strength, flexibility, and willingness to adapt. 

Are there any areas they could improve?

The engagement started roughly in the beginning. We were figuring out how to have two teammates work together on the project. To their credit, UpTop had a meeting with us to align what the setup would look like, and everything became better. Everyone was finally on the same page. 

Do you have any advice for potential customers?

Be clear about your expectations, roles, and responsibilities. Being structured will make your engagement with UpTop highly successful. The team itself is structured — they care about what you’re asking them to do, the outcomes you want to achieve, and the product you want to create. Moreover, continue working with them as one team. Don’t treat them like an outsourced company. Be truly collaborative. 

BACKGROUND

Introduce your business and what you do there.

I’m the director of visual marketing for a digital intelligence company that provides analytics, SEO, website optimization, and more. We have several web properties under our name.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

Back in 2018, we’d focused mostly on re-platforming our website, so a lot of things ended up getting shoehorned into a few designs. What we really wanted to do this time around was evolve the look and feel of the site to improve how customers interacted with us. That’s why we reached out to UpTop.

SOLUTION

What was the scope of their involvement? 

UpTop helped us evolve our website’s UX/UI designs to be more user-friendly. One of the main tasks involved creating a set of personas, looking at how our customers wanted to interact with us. We got that data from another vendor, and UpTop incorporated it into their designs. 

From there, they created web page templates. Rather than having a haphazard collection of designs that looked similar but were different, their team standardized the layout so that customers could better navigate the site.

All of their templates were built using Adobe Experience Manager, each corresponding to a specific content type. They even wrote a process on how to create exceptions where needed. That really simplified the process and allowed us to make web pages more efficiently.

What is the team composition? 

There were three people who worked with us on a regular basis: Craig (Senior Director of Business Development), Michael (Director of UX), Deborah (UX Designer), and Jon (Director of Program Management).

How did you come to work with UpTop?

My boss at the time had used UpTop in two of his previous roles, so that’s how I got their name. We then did discovery meetings to tell them about what we were trying to do and get their input. After meeting with a couple of other vendors, we decided to move forward with UpTop based on the work they’d done previously.

How much have you invested with them?

It was somewhere around $350,000.

What is the status of this engagement?

The project lasted from January–September 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I don’t have any quantitative metrics to compare, but it’s important to note how much our team universally accepted UpTop’s work. In the past five years, there was often a difference of opinion about how our pages should be created. However, we didn’t see any notable rejection for the new designs. People were willing to implement them.

Going forward, we hope to measure increased conversions and clickthroughs on our site as well as improvements in the bounce rate. 

How did UpTop perform from a project management standpoint?

It was fabulous because they knew what we were working on. So, if I threw something different at them, they’d remind us of our progress status and help us reprioritize. 

From a timeline perspective, I found them to be flexible and easy to work with. Even when we gave them things that needed to be done by a specific deadline, they would turn around our items on time. Our main project management tool was SharePoint.

What did you find most impressive about them?

Again, it’s the attention to detail that each individual brought. I was impressed by how well they could explain why they chose to do something a certain way, the multiple formats that they provided, and their understanding of the project plan. 

When we deviated from the plan, they would tell us, “If we do this, then we’re not going to be able to meet these items.” Then, we would work through our priorities together.

Are there any areas they could improve?

They delivered the designs through an internal SharePoint site, but it would’ve been nice to have a client-facing tool that would allow them to better organize content. Other than that, I don’t think I would’ve changed the process. 

BACKGROUND

Introduce your business and what you do there.

I'm the director of client systems at JAMS, an arbitration and mediation company. We manage arbitrations for companies and provide an end-to-end service including judges, mediators, or arbitrators to manage cases.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

They were helping us create a client portal that allowed our client to access the case information. 

SOLUTION

What was the scope of their involvement?

The biggest challenge was accommodating three different sets of clientele: arbitrators or mediators, attorneys, and paralegals or legal assistants. The portal had to be designed for usage by the three different parties.

We also hired them to be the project manager, which involved integration with a number of backend systems. While UpTop’s main goal was to design the frontend, there was quite a bit of backend integration with some of our Oracle legacy systems as well as others. I utilized one of their technical project managers to help with that integration.

What is the team composition?

I worked with the director of program management and the director of UX. He had an associate who reported to him. I was very fortunate to have one of the directors actively involved.

How did you come to work with UpTop?

My CIO did some research and selected three design companies. I reviewed each of them and had a conversation with them about our needs with the client portal environment.

The cost was a factor in our decision-making, but when it came to their capabilities, we needed to see who would work the best. UpTop did a couple of portals with past clients and had experience with those kinds of developments.

How much have you invested in them?

We spent between $50,000 to $100,000. The project manager role took up quite a bit of our spend.

What is the status of this engagement?

Everything really happened in 2019. I joined JAMS in April 2019, and we signed the contract with them by the end of summer 2019. We had our first kickoff focus group with different key people from the three user groups in October, November, and December. They designed the platform following those meetings.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We officially launched in August 2020 and now have close to 2,000 users. That number is quite significant for that short period of time. The bulk of our users are actual attorneys who are logging in to use it, which was our goal. The old timesheet design had very little usage, and that has since gone up significantly with mediators in terms of the volume of timesheets entered. In September 2020, we were way over 50% usage.

How did UpTop perform from a project management standpoint?

They were excellent. I was fortunate to have a UX director involved in the design— he was on top of everything. The team remained the same throughout the entire project, which was very important to me. They were a flexible team that met deadlines on time or early. Additionally, they were very responsive in terms of making changes or adjustments when we reached out.

What did you find most impressive about them?

They really took the time to understand the industry. It didn’t matter that they had created client portals before, this was the first time they worked within legal profession, and they approached the project with curiosity. They came up to speed extremely quickly to understand this industry and design the portal would require.

Are there any areas they could improve?

No, not really. I would have liked more updates along the way, but it all worked out. Once we got to the development phase, they started offering more regular updates.

Do you have any advice for potential customers?

My major requirement was that I had the same team dedicated to the project from beginning to end. They were able to make that work for me. That is really the key thing when working with anyone; you want some consistency.

BACKGROUND

Introduce your business and what you do there.

I am the senior director of marketing at SAP Concur where I support a small SMB market.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

We hired UpTop to help us architect a future business model. The solution would be a thriving and connected global community of SMBs. 

We wanted to bring together the power of small businesses in a digital community setting. The users would be able to view data and benchmarks, upload leadership content, and have online discussions. The participants would also get exclusive discounts from participating partners and connect with businesses who had similar interests. 

SOLUTION

What was the scope of their involvement?

It was a high-level task. We engaged with UpTop to help us architect and design the solution. They also served as an extension of our team.

The first step was really around bringing the concept for this vision to life. They met with us on-site, and we had to establish an understanding of what we were looking to do. They were able to come to us with some high-level examples of ideas we might want to consider. 

They helped us understand what the business requirements were between our current site and what we would need in order to make the digital community a reality. They did a gap analysis through a third-party and then helped turn that into business requirements. 

During the second phase, they helped us build out different versions of a prototype. They came back to us with some very high-level wireframe designs, and we went through a couple of iterations for a few months. The prototypes included tangible versions we could show to executive leadership and use to sell the product internally. During that phase, one of our senior leaders was having a hard time understanding the solution, and UpTop helped with that.

Once we started getting buy off, the focus was on business requirements, the gaps, and how we were going to host the solution. We decided to host it within our internal system, and it was critical to keep UpTop involved. They continued to work as an extension of our team and a consultant as well.

What is the team composition?

We worked with Craig (Senior Director of Business Development, UpTop). We also worked three other members from their team.

How did you come to work with UpTop?

My colleague had previously worked with Craig, and that proven experience was one of our deciding factors. I met with another company, but they were not nearly as proactive as UpTop. The UpTop team was very engaged, and they asked smart questions.

They were as invested in the success as we were. Right away, they were 100% on board, and they believed in our vision. It wasn’t just us telling them what we wanted to do—they helped us too.

How much have you invested in them?

I believe we spent around $250,000.

What is the status of this engagement?

This project went from August 2018–April 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

UpTop was absolutely crucial, they allowed us to create the site and sell it. For example, we were working with an internal corporate digital team who wanted everything homegrown. Through the trust that UpTop built, they won over the digital corporation team because that internal team realized that working with UpTop would help the project move along successfully. 

We got a tremendous amount of positive feedback from our existing SAP Concur customers on the new UX and design. It is a great way for them to connect, it provides customer value, and we have also seen a decline in support tickets and calls. Now, we are able to showcase content and thought leadership in an organized display.

However, we haven’t fully seen the true impact of the work UpTop did because we need to build out some other things first (e.g. compliance and data benchmark sharing). Our true company website certainly has its challenges, but I think the design that UpTop created has made it better.

How did UpTop perform from a project management standpoint?

I think they were outstanding. They were really strong with communication, setting expectations, and meeting crazy deadlines. We have a tendency to let things stall here internally, and they really help to keep things on track.

There were times we were communicating daily, and there were times there were weekly syncs. If someone wasn’t providing the information UpTop needed, they were very good about circling back to us to escalate it, so we always had visibility.

We never felt like we had to follow up and ask the status on something. They were very engaged and proactively asked us questions, trying to pull the information they needed from us, which we found to be very helpful. 

A beautiful thing about UpTop is that we were able to introduce them to the right people, and they would meet with them and report back. They were very thoughtful and mature. I felt everyone on the team had high emotional intelligence. They knew where they needed to tread water lightly in certain conversations with certain teams, and they completely kept the project and goal of completion in mind. 

What did you find most impressive about them?

Their speed and innovation were impressive, and they were very intuitive. We sat down and talked through the vision and idea, and they just seemed to grasp it. Even though some challenges felt really big, there was a high level of confidence that if anyone could figure it out, it would be UpTop. 

Are there any areas they could improve?

I think the communication they had was really strong. However, I think they were maybe a little frustrated with the project manager that we brought in (who is great, too). I think a takeaway for both of them was to sit down early on. Anytime there were issues, they made sure to escalate it to us to make sure that we were aware of it. They were great partners and really willing to bend over backward.

Do you have any advice for potential customers?

Future customers should be very clear with their vision and what they want. Being able to articulate what the end goal is really important. Invest a little time upfront. In the beginning, we had a couple of all-day workshops to give information upfront so UpTop could take off after that. If you are looking for a trusted, innovative partner that turns things around really quickly, I would recommend UpTop.

BACKGROUND

Introduce your business and what you do there.

I am a senior business program manager for Microsoft. I work for an inside sales division of the Commercial Growth Organization. Our centralized, global organization is digitally transforming the way we sell to and build relationships with our base of medium-sized customers by moving the technology stack to the cloud.

A medium-sized company’s cloud migration is time-consuming and requires a reliable partnership with a technology provider. Inside sales have been propped up over the last couple of years to acknowledge that the journey to the cloud requires multiple deals, project management tool transitions, and extensive, long-term support and specialization.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

When I came on board over two years ago, we were starting a sales organization from scratch. As Microsoft launched a new sales model, we hired over 2,000 sales reps over an 18-month period. My objective was to help our sales team have successful client engagements. To effectively support customers, all the new hires needed to understand our robust range of solutions from Office 365 to Dynamics, Azure, and all our cloud services.

We needed a rapid onboarding process that empowered our sales team with the confidence and capability to perform their jobs. Consistently providing our team with the content, information, and enablement to keep up with Microsoft’s changing technology was a tall order. We partnered with UpTop to figure out a way to achieve these goals.

SOLUTION

What was the scope of their involvement? 

UpTop gave us the tools to onboard new sales reps and help them excel at and love their jobs. First, we sent them our business challenge; as we rapidly expanded our team, we had between 300–700 new hires across our seven sales centers each month. Our globally centralized sales organization had the benefits of a central operations arm and budget, but the other locations did not. Rather than creating custom solutions for each center, we needed one that could work at scale.

Together, we ideated on creating a digital experience for onboarding our sales team and beyond. They explored technology options to invest in long-term with our partners across the company. To secure buy-ins and support from all our stakeholders, they completed the research upfront with in-depth due diligence. Once we were past that hurdle, which was critical to our success, we created storyboards for how the UX would look and feel. We rationalized the design, content, and hierarchy for delivery.

Based on experience, we knew that sales reps aren’t guaranteed to use tools we build like SharePoint sites or CRM apps. From the very beginning, UpTop stayed true to the belief that our sales experience needs to be innovative and engaging for our staff. Interviewing our team with quick online surveys gave them ownership for the final product. UpTop scaled that input and feedback process to synchronize with development.

UpTop ushered us through the entire design process. Working collaboratively with our stakeholder base, they developed the first version of our tool, which we called DISH (Digital Inside Sales Hub). As soon the first version went live, it managed all our marketing for sales reps and managers and included education pieces. A notable feature lets our sellers land quick-hit, live feedback throughout the entire digital experience. They are constantly developing and launching new features, functionalities, and designs. We make it a point to prioritize seller input every month when we consider what to add.

What is the team composition?

At any given time, we've worked with at least 5–6 people from UpTop. As many as 12–15 resources have worked with us during heavy quarters. We can expand and contract the team based on work coming through the pipeline. They manage everything behind the scenes, which makes it easy to work together.

How did you come to work with UpTop?

I heard about UpTop through word of mouth from a consulting firm that we’d used for strategy and change management. My boss at the time had also heard of them.

We considered a few other vendors, but UpTop showed a willingness to be agile, innovative, and genuinely collaborative from early on. They made us feel comfortable going all in. Digital experiences they’d developed for other clients demonstrated their capability. 

They hadn’t used the Azure stack much, which was a bit of a risk for us, but they learned quickly and brought in developers with that experience. About 2–3 months into the project, their designs, style, and quick adaptation confirmed they were the right partner. They had a dynamic team and depth of experience.

What is the status of this engagement?

We’ve been working together since 2016.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our most important metrics for success are usage and feedback. UpTop delivered a product that has generated excellent seller feedback and increased consumption numbers. We meet with the leadership team monthly or quarterly to review the product, roadmap, and metrics. Qualitatively, they’ve noted we are delivering the right content and value by helping the sales team perform better and drive more effective customer conversations. At a 90% consumption rate, DISH currently has the highest number of any enablement tool at our company. We feel proud of the work we’ve done.

We are so excited to continue innovating, developing, and maturing the content and UX with UpTop. We feel fortunate to have a stable relationship and will ensure that they always have a voice in our DISH product. I’ve enjoyed seeing it change from version one into its current iteration. They’re an excellent partner that’s agile about updating, expanding, and experimenting with the design. The user experience and exams are beautiful and innovative. Bringing our sales team along in the journey manifested in a final product that reflects their input, one that they can truly take ownership in.

How did UpTop perform from a project management standpoint?

UpTop embodies the spirit of collaborative partnership and understands what it means to walk alongside the customer in their journey. We have a constant feedback loop running that includes widgets in the digital experience, roundtables, chats, and weekly meetings with our sellers.

I have worked with many project management and design consulting firms over the years who claim to be the sole experts. UpTop always lets go of their egos, listen to our ideas, and incorporate our input into designs and storyboards. They're as motivated about the design and UX as we are, which is a rare and powerful experience. The quality and innovative work we've delivered speaks to the strength of our engagement. 

What did you find most impressive about them?

Microsoft is a fast-paced company with a high-intensity culture, so we are demanding clients. We set the bar very high, and UpTop continually impressed me with their quick ability to land value. We threw tons of work at them with tight timelines. Our high expectations for design innovation, user experience, quality, and uniqueness were difficult attributes to attain, yet they always found a way to deliver.

During the few times early on when they didn’t, they took our feedback well and were energized to make the right changes. I never expect them to be perfect. If expectations were unclear, timelines off, or quality or robustness subpar, they would fix it right away. 

UpTop has a wide range of capabilities. They had the rare ability to not only keep up with our speed but also bring unique and innovative ideas to the table. Their well of creativity never dried out in my experience. During the early stages of our product, they designed an excellent UX, then completely reinvented the product when we needed a refresh six months later.

Are there any areas they could improve?

For any business, it’s critical never to lose sight of the importance of operational rigor. Every couple of months we had to pause project management to make sure it was staying sound. Otherwise, things would get into a state of chaos quickly. Rushing and making extensive demands often comes with a trade-off. Accountability for maintaining processes and procedures keeps us all sane.

Do you have any advice for potential customers?

An experience as positive as ours stems from building a strong foundation for a working relationship. This step is critical when engaging any firm for a full-scale partnership and solution.

UpTop is more than capable of delivering across project management, development, and design. From the client side, they can only be as good as the vision you communicate. The crisper your ideas, the better the output will be. Mutual accountability is critical, and UpTop is excellent at driving those conversations on a regular basis. If either one of us wasn’t meeting our commitments or felt unsure about the quality, we had transparent conversations. That’s what a real partnership is about.

BACKGROUND

Introduce your business and what you do there.

I work at Microsoft. My team builds internal analytics tools that empower engineering and marketing folks to do their business. We have petabytes worth of data that we process on a regular basis. When you get to that scale, it becomes very difficult to manipulate it in Excel, etc.

We build analytics tools that allow users to take the data we have and extract insight in a digestible way so they can use it for their business purposes. We do design and development for these internal tools based on requirements from various teams and then deliver that to our customers for them to be able to make informed business decisions. I’m the senior program manager.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

The key part of the design implementation is being able to have a UI/UX design that not only looks aesthetically pleasing but also is usable. We had developers who were good at building the frontend tools, but weren’t good at design, and we had customers who had a need, but weren’t able to articulate it.

We needed to find somebody to take the customer feedback, partner with our developers, and build out the designs, redlines, and workflows for these interactions so we could build them. The hard part of this project was bridging the gap between very technical folks who can build anything while making it simple enough for sales folks to understand and use.

SOLUTION

What was the scope of their involvement?

We gave them the scope and then set up initial workshops for workflow and basic interactions. We started building out very lightweight tools like template tools in order to fake interaction.

From there, we walked through the tool with our customers and asked them to show us how they would build the report they needed without any guidance from us. With that, we were able to pick out pain points that we didn’t notice before and addressed them in the actual version. We modified to make it more intuitive for users and to achieve the objective that we wanted.

We delivered redlines to our internal development team so they could build out exactly what we were thinking. When we first started working with UpTop, we contracted out developers to help build some of the interactions in partnership with our engineers, and we actually ended up hiring one of the developers.

What is the team dynamic?

We’ve worked with two or three different designers, the last of which we’ve worked with for a year and a half. The one we ended up hiring was a frontend developer. Since we hired him, we haven’t used any more engineering resources from them. We used a copywriter as well for some of the components that required copy and content.

How did you come to work with UpTop?

There was another team at Microsoft that developed an internal portal. It was different than what we were doing, but the interactions were similar in that they required working with various organizations to give them information. We saw that portal and asked who helped design it. They referred us to UpTop.

We had worked with a couple of folks before them, but they were the first shop we hired on to run with the project. We had RFPs for a couple of other things, and UpTop is the one we chose.

How much have you invested with them?

The project has cost between $500,000 and $750,000.

What is the status of this engagement?

We started working with them in September 2015, and the relationship is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

This was a very new tool that is internal to Microsoft only and we were looking at a few dozen active users. We’ve easily tripled or quadrupled the number of users that were engaged in the tool.

Analytics tools are not easy to use because they’re required to do very complex things. Oftentimes people confused our internal tools with tools that were developed for external facing clients, meaning that our design was good enough to look professional and people understood that we were doing something for a particular purpose.

How did UpTop perform from a project management standpoint?

They have an account manager and a project manager, in addition to other individuals. It wasn’t perfect in the beginning because what we’re doing is fairly complex, so in order to make sure we were getting feedback, we checked in fairly regularly with the account manager. When things didn’t go as planned, I would send clear instructions of what I expected. They were very receptive to make sure they picked things up.

What did you find most impressive about them?

UpTop is boutique-y in a good way. They’re not a huge firm, but also not a small shop. They are very interested in the client relationship and they want to make it work.

We’ve worked with other vendors for different things and it often feels like they put an ad on Craigslist to find someone for the project. Working with UpTop is different. They give us actual employees that they’ve invested in to make sure they have the right skill sets. It didn’t feel like they were just off the street.

Are there any areas they could improve?

Design is very tough, especially when it comes to technical design. Graphic designers probably don’t go to school to design analytics tools. It took awhile to change the mentality from needing something aesthetically beautiful to needing something both beautiful and functional.

As we were building out the tool, UpTop delivered beautiful mockups, but it felt like the functionality was almost secondary. We had to sit down with them to tell them our goals and how we were going to get there, and after that, it was fine.

BACKGROUND

Introduce your business and what you do there.

Quorum Review IRB is an independent board that reviews research studies prior to them entering the clinical trial phases. We monitor these studies throughout their lifetime to make sure they meet ethical standards and that participants are being protected. I’m senior manager of client services. I’m responsible for the end-to-end client experience, ensuring the accuracy and timeliness of those documents.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with UpTop?

We wanted to revamp our portal, which is our clients’ electronic experience with Quorum. We were looking for a firm that could give us the level of expertise that our IT group didn’t have at the time.

SOLUTION

What was the scope of their involvement?

We’ve collaborated to revamp the look and feel of the portal, but not the functionality. They’ve provided us with screenshots and wireframes, but they have not done any development work for us. Since we worked with a different team last year, there is a lot of rework required.

Initially, we met over a three-day period to go through the whole process of exploration. While the whole process was new to me and felt time-consuming, I don’t believe that was UpTop’s problem. I think that was our company.

At first, we went through a lot of user stories. UpTop needed to know who our client base was and in order to do that, they needed to understand our business. We are in a niche industry, and it can get very confusing.

What is the team dynamic?

I was included in the meetings as the subject matter expert responsible for educating UpTop on what we do. At times, I was confused about who was responsible for what because I’m not an IT project manager. All of our meetings involved the complete group who was working on the project, but it was difficult for me to see who had ownership for what. There were people who made sure the project moved forward while others provided design ideas. There were some people leading the exploration phase.

How did you come to work with UpTop?

I didn’t hire them. As a key stakeholder, I was brought in after they were hired.

How much have you invested with them?

I’m not part of the budgeting so I don’t know.

What is the status of this engagement?

We started working with them in August 2016. The project was put on hold by Quorum and we didn’t pick it up again until March 2017. From then on, it was consistent for six weeks. I had many meetings with them over that time. The project is not done yet.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

UpTop delivered what they were supposed to deliver, but it hasn’t been implemented yet so I can’t give any results. I think the project is supposed to be done by the end of this year, but I think it’s being pushed back again by Quorum.

From a design perspective, I’m satisfied with what we received from UpTop. We don’t know yet how it will go with development. I really liked their team.

How did UpTop perform from a project management standpoint?

They are all very competent and communicate their expectations very well. They take the time to understand what we do, which is what took the most time at the beginning of the project. Unfortunately, our project manager in Quorum isn’t very helpful. UpTop does the best they could without much support from our project manager. They have a lot of deliverables.

What did you find most impressive about them?

I really like their work and who they are. Even though there were different people in our meetings, they all knew what their roles were and didn’t try to go outside those roles. Everything felt very mature, respectful, and professional.

Are there any areas they could improve?

It won’t be fair for me to say because we don’t have a great project manager on our side.