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Build What’s Next with Cloud Solutions

Build What’s Next with Cloud Solutions

From cost control to competitive edge, we help you deploy cloud strategies that scale with your vision.

All at no cost to you.

560+

Cloud Customers Supported

across migration, virtualization, and infrastructure optimization

82

Customer Net Promoter Score

driven by a reputation for superior results and world class support

$1 Billion+

Annual Technology Spend

currently under management across 1000+ customers

Solution Overview

Create Cloud Strategies That Scale with Your Vision

The cloud is more than infrastructure — it’s a growth engine. But without the right plan, it’s easy to overspend, underperform or fall short of your goals.

That’s where UPSTACK comes in. As your cloud advisor, we help you define a cloud strategy that aligns with your business and then source the right solutions to support it.

From public and private cloud to hybrid and multicloud environments, we simplify every decision with deep expertise, real benchmarks and zero vendor bias.

Whether you’re modernizing applications, reducing costs or scaling globally, we help you build a cloud foundation designed to move with your business, not hold it back.

[UPSTACK’s] project management team’s ability to handle the complexities and challenges that came along with only having a little over a month to complete the project [spanning] 28 sites and 300+ users was truly commendable. They assisted with all aspects of the project, from scoping, system design, implementation, porting and finally, real-time, go-live support. The UPSTACK team was instrumental in us successfully meeting this goal…

Scott Thompson
IT Director, ARSA

What Leading Enterprises Look for in Cloud

01

Cloud Architecture Fit

Align infrastructure to current needs and future growth. UPSTACK helps you evaluate public, private, hybrid, and multicloud options by use case.

02

Cost Visibility & Control

Reduce waste and manage spend. We assess current usage, right-size resources, and benchmark pricing across platforms.

03

Resilience & Recovery

Protect operations and data with built-in business continuity. UPSTACK designs for redundancy and sources automated backup and disaster recovery solutions.

04

Performance & Accessibility

Ensure secure, high-speed access for distributed teams. We advise on platform choices, regional availability, and user access requirements.

05

Security & Compliance

Safeguard sensitive data and meet regulatory demands. UPSTACK identifies security gaps, recommends hardened configurations, and vets provider compliance.

06

Scalability & Flexibility

Adapt quickly without costly rework. We guide platform and architecture choices that support seamless scale as your needs evolve.

07

Integration & Interoperability

Connect cloud services with your existing environment. We assess vendor compatibility, APIs, and ecosystem fit to minimize friction.

08

AI & Automation Readiness

Support advanced workloads like analytics and machine learning. UPSTACK identifies providers optimized for AI and future innovation initiatives.

Cloud Advisory Services

Experts In Delivering a Comprehensive Cloud-based Solution

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 service ensures you select the right technology at the right price, protecting your bottom line.
Existing Infrastructure Assessment
Mission-Critical Application Requirements
Cost-Benefit Analyses
Security & Compliance Assessment
Deployment Readiness
Vendor Solution Comparison
Risk Mitigation
Long-Term Strategy Alignment

See what’s working — and what’s getting in your way

We take a deep dive into your current infrastructure to understand what workloads, applications, and data you have and assess which workloads are cloud-ready, which require modernization, and which would benefit by staying on prem. We identify potential savings through right-sizing and uncover potential risks while building out a phased and prioritized migration plan in the cloud/hybrid model that best suits your business needs.

Map cloud design to real workload needs

Not all applications are created equal, nor are the clouds that run them. We assess each app’s requirements for performance, availability, security and compliance, then recommend architectures that keep them running smoothly and securely without overbuilding.

Make cloud investments with eyes wide open

We evaluate all available options—public, private, hybrid and multicloud—across cost, performance, risk and ROI. Using real benchmarks and market intelligence, we help you make informed trade-offs and avoid overbuying.

Don’t let cloud complexity become a security liability

We review your current cloud environments for gaps in identity, encryption, access control, data handling and segmentation. Then, we deliver recommendations based on industry best practices and regulatory needs like HIPAA, SOC 2, GDPR, etc.

Prevent costly surprises before launch

Before you commit to a provider or plan, we evaluate everything from application dependencies and network requirements to regional availability, support SLAs and implementation timelines, so your rollout stays on track.

Find the provider that fits

We break down key differences in vendor capabilities, pricing models, SLAs and support structures so you can select the right match for your business and technical goals. Our side-by-side analysis is based on real deployment outcomes, not theoretical feature lists.

Avoid lock-in, downtime and unexpected costs

We help you design resilient cloud environments with built-in failover, diversified providers and flexible terms. That includes contract guardrails, portability planning and cost containment strategies to future-proof your investments.

Make today’s cloud decisions support tomorrow’s growth

Your cloud environment should scale with your business, not slow it down. We design for long-term success — supporting evolving apps, global expansion, AI adoption and shifting security requirements with the goal of avoiding costly rearchitecting later.

Cloud Advisory Services

Experts In Delivering a Comprehensive Cloud-based Solution

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 service ensures you select the right technology at the right price, protecting your bottom line.

Existing Infrastructure Assessment

See what’s working — and what’s getting in your way

We take a deep dive into your current infrastructure to understand what workloads, applications, and data you have and assess which workloads are cloud-ready, which require modernization, and which would benefit by staying on prem. We identify potential savings through right-sizing and uncover potential risks while building out a phased and prioritized migration plan in the cloud/hybrid model that best suits your business needs.

Mission-Critical Application Requirements

Map cloud design to real workload needs

Not all applications are created equal, nor are the clouds that run them. We assess each app’s requirements for performance, availability, security and compliance, then recommend architectures that keep them running smoothly and securely without overbuilding.

Cost-Benefit Analyses

Make cloud investments with eyes wide open

We evaluate all available options—public, private, hybrid and multicloud—across cost, performance, risk and ROI. Using real benchmarks and market intelligence, we help you make informed trade-offs and avoid overbuying.

Security & Compliance Assessment

Don’t let cloud complexity become a security liability

We review your current cloud environments for gaps in identity, encryption, access control, data handling and segmentation. Then, we deliver recommendations based on industry best practices and regulatory needs like HIPAA, SOC 2, GDPR, etc.

Deployment Readiness

Prevent costly surprises before launch

Before you commit to a provider or plan, we evaluate everything from application dependencies and network requirements to regional availability, support SLAs and implementation timelines, so your rollout stays on track.

Vendor Solution Comparison

Find the provider that fits

We break down key differences in vendor capabilities, pricing models, SLAs and support structures so you can select the right match for your business and technical goals. Our side-by-side analysis is based on real deployment outcomes, not theoretical feature lists.

Risk Mitigation

Avoid lock-in, downtime and unexpected costs

We help you design resilient cloud environments with built-in failover, diversified providers and flexible terms. That includes contract guardrails, portability planning and cost containment strategies to future-proof your investments.

Long-Term Strategy Alignment

Make today’s cloud decisions support tomorrow’s growth

Your cloud environment should scale with your business, not slow it down. We design for long-term success — supporting evolving apps, global expansion, AI adoption and shifting security requirements with the goal of avoiding costly rearchitecting later.

Solutions Expertise

Cloud

Our tenured cloud experts help you evaluate and source the right architecture for every workload, user and business goal.

Cloud Backup & Disaster Recovery

E

Automated, policy-based backup as a service (BaaS) and disaster recovery as a service (DRaaS) for data protection, compliance and business continuity

Desktop as a Service (DaaS)

E

Secure, virtual desktop environments for hybrid and remote workforces, delivered from cloud infrastructure with centralized control

Hybrid Cloud

E

Integrated public and private environments for seamless workload mobility, governance and optimization across cloud and legacy systems

Infrastructure as a Service (IaaS)

E

Flexible cloud infrastructure that's ideal for migrating legacy systems, running high-performance workloads or deploying AI applications

Multi-Cloud

E

A strategic mix of services from multiple cloud providers that's built for flexibility, resiliency and vendor independence

Private Cloud

E

Dedicated infrastructure hosted on-premises or in third-party data centers, offering complete control and consistent performance for regulated environments

Public Cloud

E

On-demand compute, storage and services from hyperscalers like AWS, Azure and Google Cloud that are ideal for app modernization and scalability

Software as a Service (SaaS)

E

Subscription-based cloud applications for collaboration, customer support, sales management, accounting, project tracking and human resources and more

Vendor Expertise

Deep Knowledge Across All Major Cloud 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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24/7 Support, Anytime, Anywhere

Managing multiple strategic technology vendors is complex and time-consuming, often involving numerous account managers, frequent turnover, and multiple portals—all of which create inefficiencies and slow issue resolution. UPSTACK simplifies this by serving as your single point of contact for all vendors, providing one dedicated customer success team and a unified portal for all your information. We eliminate the administrative burden, optimize your vendor relationships, and free your teams to focus on high-priority business initiatives.

OUR TECHNOLOGY

Manage All Your Projects, Vendors, Contracts, and Technology Inventory in One Platform

Reclaim your time and focus on what matters most.

Our suite of advanced, proprietary tools empowers both our clients and our team to efficiently manage every aspect of their technology investments. From initial procurement to ongoing maintenance, these tools simplify complex processes and improve overall management.
With real-time visibility into contract terms, renewal dates, and spending, plus intuitive dashboards and automated alerts, users can track performance, identify cost-saving opportunities, avoid compliance risks, and make smarter, data-driven decisions to maximize technology value.
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Solutions for Every Team

From finance and procurement to IT and security, UPSTACK helps unify priorities across teams—delivering clarity, control, and cost savings where it matters most. Whether you're optimizing spend, accelerating tech deployment, or reducing risk, UPSTACK delivers tailored support that scales with your business goals.

Finance

Gain real-time visibility into IT spend, improve forecasting, and control costs without slowing down innovation.
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Procurement

Streamline vendor selection, negotiate better terms, and consolidate contracts with one trusted partner.
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IT & Security

Deploy the right solutions faster with strategic guidance, technical expertise, and post-sale support.
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TESTIMONIALS

What Our Clients Are Saying

Latest from UPSTACK

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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.

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