expertise

Make Better Tech Decisions, Faster

Unbiased knowledge and know-how to improve investment ROI

Expertise Overview

UPSTACK’s expertise powers faster, more confident IT decision-making. Our advisors bring decades of hands-on experience across enterprise infrastructure, cloud, and connectivity—paired with deep knowledge of the vendor landscape. The result: streamlined procurement, lower risk, and stronger returns from every investment.

Expertise Benefits

UPSTACK’s expertise delivers measurable value in these key areas:

Technical Expertise

Our advisors bring decades of experience architecting complex infrastructure, cloud, and network solutions. We help you align technology strategy with business goals—accelerating decision-making while reducing costly missteps.

Vendor Solution Expertise

We continuously evaluate technologies from hundreds of providers across categories. This unmatched market visibility ensures you’re choosing the right-fit solution for your needs, budget, and risk profile.

Vendor/Project Management

From solution selection to deployment, we manage vendor timelines, communications, and accountability. This reduces execution risk and ensures projects stay aligned with enterprise performance objectives.

IT Compliance

UPSTACK’s advisors understand the regulatory frameworks that govern enterprise IT. We help you identify and implement solutions that support HIPAA, SOX, PCI, and zero-trust standards—protecting your business and accelerating audit-readiness.

Vendor Issue Resolution

When issues arise, we serve as your escalation partner and advocate. Our team helps reduce downtime, preserve end-user experience, and hold vendors accountable to their commitments.

Legal & Pricing Negotiation

With visibility into thousands of contracts and price points, UPSTACK helps you secure favorable terms and enterprise-grade protections. We support you through every negotiation to improve cost efficiency and reduce long-term risk.

Our Advisory Services

Avoid Costly Tech Mistakes & Overpriced Contracts

Up to 75% of technology investments fail due to poor solution choices, and nearly 90% of IT contracts are overpriced. Our unbiased, data-driven advisory ensures you select the right technology at the right price, protecting your bottom line.

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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.

Colocation & Hybrid Cloud

UPSTACK brings in experts to help you source, deploy, and optimize your infrastructure in secure, connected, and cost-effective data centers.

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Internet Connectivity

UPSTACK helps you plan and source all your connectivity needs – from broadband and dedicated internet to cloud direct connections and more.

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Wide-Area Networking

UPSTACK helps you source SD-WAN solutions that improve network performance, redundancy and security while reducing costs and complexity.

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Cloud & Network Security

UPSTACK specializes in sourcing cybersecurity solutions from leading providers for all company sizes. We help you evaluate solutions for end-to-end prevention and detection.

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Customer Experience

UPSTACK helps you leverage CCaaS solutions to reduce costs and IT workloads, and compete in today’s work-from-anywhere (WFA) environment.

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Cloud

UPSTACK guides your evaluation of cloud strategies—public, private, or hybrid—optimizing performance, cost, and compliance across leading providers.

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AI & Machine Learning

UPSTACK connects you with AI and ML partners to drive automation, streamline operations, and build a scalable, future-ready data strategy.

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Our execution Services

68% of Tech Team’s Time Is Spent on Essential but Time-Consuming Tasks – We Are Experts in These Tasks

Vendor escalations. Contract renewals. Service issues.

These routine tasks drain IT bandwidth. UPSTACK takes them off your plate—managing vendors, tracking changes, resolving problems, and keeping everything moving. We handle the details so your team can focus on what matters most.

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Vendor Expertise

Deep Knowledge Across Thousands of Solutions and Hundreds of Vendors

With our comprehensive know-how, we help you explore and select from thousands of solutions across hundreds of vendors.

Solutions Discovery

We streamline the process of discovering solutions by matching your unique needs with the most relevant and effective technology options available.

Vendor Scoring

We deliver clear, data-driven vendor scores informed by thousands of successful engagements to help you quickly identify the best technology partners.

Pricing & Contract Insights

AI agents trained on our data to deliver transparent pricing and contract insights, ensuring you secure the best terms and value for your technology investments.

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TESTIMONIALS

What Our Clients Are Saying

“UPSTACK's expertise has been instrumental in ensuring that we keep our operations running smoothly and efficiently. Their insights and strategic approach have not only streamlined our processes but also empowered our team to focus on our core objectives.”

Leading Document Management Platform

Lead Business Operations Manager,

“Stacey and her team are outstanding to work with. They are able to work on complicated situations—from billing audits to telecom challenges like SD-WAN and Internet connectivity. They are a full-service operation.”

SVP, Information Technology, Kilroy Realty

Stan Low

“Kelly and team have organized and streamlined our service ordering process, saving the company money. She transitioned critical life safety services without downtime and upgraded internet to support heavy security monitoring. I can’t imagine doing this on my own.”

Real Estate Investment Trust

Director of Technology Integration,

"The experience and the ability to help with the procurement process have been invaluable. We have had considerable savings and faster deployment times with UPSTACK."

Director, Infrastructure & Cybersecurity, Whataburger

Charles Schuetz

“UPSTACK provides us the highest possible value, with a dedicated team committed to our success and who are truly vested in providing great solutions to meet our goals.”

Information Security & Technology Engineering, Nationally Recognized Grocer

Vice President

"UPSTACK [has] proven to be an indispensable asset for our [technology] needs over the years; without them providing their assistance, it would have been a much tougher road to navigate. We highly recommend them for their knowledge and expertise."

Enterprise Infrastructure, Leading Industrial-Goods Company

Director

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.