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RETAIL

Retail Results Start with the Right Tech Strategy

All at no cost to you.

RETAIL

Retail Results Start with the Right Tech Strategy

Whether in-store or online, your technology must keep pace with rising customer expectations for speed, personalization, convenience, and trust. UPSTACK helps you modernize infrastructure, enhance customer experience (CX) and increase profitability with expert technology guidance.

All at no cost to you.

YOUR TECHNOLOGY CHALLENGES, SOLVED

Outdated Tech Is Costing You Customers and Margins

Everything in retail moves fast. Experience demands, trend cycles, supply chain volatility, evolving threats, and seasonal pressures keep teams on their toes. Even the most capable retailers can be held back by outdate or unreliable technology.

Inventory blind spots lead to missed sales. Lagging point-of-sale (POS) systems frustrate both customers and employees. Legacy systems delay decision-making, strain operations, and inflate costs. Security gaps expose customer and business data.

UPSTACK helps you modernize your retail infrastructure, improve supply chain visibility, secure your systems, enhance customer experience (CX), and drive profitability.

WHY LEADING RETAIL ORGANIZATIONS CHOOSE UPSTACK

Modern retail demands fast, flexible, and secure technology. UPSTACK helps you simplify complex decisions, modernize infrastructure, and maximize the value of your IT investments—with expert guidance at no added cost.

01

Modern POS and In-Store Infrastructure

Lagging POS systems and local servers slow transactions and frustrate customers. UPSTACK helps retailers upgrade to cloud POS, optimize in-store networks (SD-WAN, Wi-Fi), and ensure reliable connectivity for high-volume environments.

02

Real-Time Inventory with IoT and Mobile Tools

Manual tracking causes errors, overstocks, and lost sales. UPSTACK integrates IoT sensors, RFID, and mobile scanning over secure networks for real-time visibility across stores, backrooms, and distribution centers.

03

Seamless Omnichannel Integration

Today’s shoppers expect frictionless experiences across digital and physical channels. We connect ecommerce, mobile apps, POS, and order systems via cloud and WAN infrastructure to support BOPIS, curbside, and aisle-based fulfillment.

04

Cybersecurity and PCI DSS Compliance

Retail is a top target for cyberattacks. UPSTACK delivers layered protection—endpoint security, firewalls, SASE, and zero-trust architectures—and helps ensure compliance with PCI DSS and evolving state privacy laws.

05

Cost Optimization and Vendor Consolidation

Retail IT budgets are stretched by tool sprawl, legacy contracts, and unmanaged services. UPSTACK conducts cost audits and vendor assessments to reduce spend across cloud, WAN, communications, and security—without compromising performance.

06

Standardized Infrastructure Across Locations

Inconsistent store-by-store tech increases cost and risk. We help retailers standardize internet, WAN, and cloud infrastructure to improve reliability and streamline IT operations across all locations.

07

Flexible, Scalable Infrastructure for Growth

Retail expansion strains internal IT teams. UPSTACK supports scalable rollouts through hybrid cloud, colocation, and managed WAN—tailored to owned-store, franchise, and pop-up models.

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.

Learn More About Advisory Services

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.

Learn More About Execution Services

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.

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

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.

Digital transformation is ever-evolving—so are we.

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