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UpMetrics
What Is UpMetrics?
UpMetrics provides impact organizations with the only data reporting and analytics tool that incorporates both quantitative and qualitative data sources. We work with clients across the public, private and social sectors that want to collect, analyze and use data to define their narrative, inform long-term planning and evaluate their impact.
Who Uses UpMetrics?
UpMetrics serves impact organizations across the private, social and public sectors, including foundations, nonprofits and impact investors.
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UpMetrics
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Reviews of UpMetrics
Alternatives Considered:
Strengthening Organizational Capacity and Storytelling
Comments: Working with UpMetrics has been wonderful! Their team is hands on and supportive while also adept at listening to and responding to clients' tailored needs and priorities. That collaborative and flexible approach has been essential to my organization's ability to not only create impactful dashboards, but to ensuring an effective and clear rollout and training across all our teams.
Pros:
UpMetrics stands out as product because of the holistic offerings it provides to organizations. In addition to being a highly effective data system, UpMetrics has become an essential knowledge management and collaboration tool across our nationwide teams. UpMetrics is now our one stop shop for managing internal and external organizational data, gleaning critical learnings and best practices from our programs, and telling and visualizing the "so what" of our work. Equally importantly, UpMetrics has become a crucial lever for building our staff's capacity to engage with and learn from data.
Cons:
No major issues or areas of dissatisfaction have come up for us. There are small tweaks we've shared, eg. around our preferences for how we'd like data visualized that are not currently available. Nothing out of the ordinary though for a growing company and unique product offering. More importantly, I have been impressed by UpMetrics' openness to discussing our ideas for evolving the product to meet ours and other clients' ongoing needs.
Data lovers unite!
Comments: Our organization has grown tremendously over the last 10 years, and UpMetrics has been invaluable to helping us track and visualize the short and long term outcomes of our Theory of Change. We have a great deal of reporting to do as a non-profit and the platform and data integration process that we've been able to collaborate on has made my job a million times easier to report now on our programs and impact.
Pros:
The UpMetrics platform provides my organization with a very easy way to see, analyze and report out on a multitude of data we collect. From attendance and demographic data, and our annual program surveys. There are so many ways to filter the information, that we can really dig deeper into the data to uncover trends and understand our participant's experience in program. I really appreciate how the staff at UpMetrics are responsive to our needs and have taken the time to really create a unique platform tailored to our organization.
Cons:
Not necessarily a con, but we have not tapped into the Goals or Stories sections yet.
Alternatives Considered:
Review of Platform
Comments: The overall experience has been overall positive with Upmetrics. I appreciate the level of dedication that the staff gave in the beginning. We are a small nonprofit with limited capacity, and the individual support that Upmetrics provides is truly beneficial.
Pros:
The impact profile is great to send to potential donors or individuals interested in our impact results. It's simple and clean. I also like how we can easily modify how we show our impact results. I also think the stories feature is an asset to the platform. We are often saving our testimonials on a word doc but this feature helps us store this information and grab quotes when needed.
Cons:
We are still in the process of integration. The software itself isn't difficult. However, molding it to our data structure is somewhat difficult.
Tons of Information!
Comments: We are answering many questions in our school and athletic department. We have readily available data to show to prospective students and/or stakeholders in our community regarding the successes and breakdowns of our athletic department. We know understand areas of focus and attention in developing 3-5 year plans for our department. We see when individual programs need to be addressed and worked with pending the data.
Pros:
The dashboard of information that UpMetric provides us serves us in many ways. We analyze this data for targeting certain feeder schools. I use this in evaluating my head coaches in regards to attendance records and academic success of their program and student-athletes. The cleanliness of the product is great, easy to read, and interactive.
Cons:
If I want to switch something around or see new data, I cannot do it myself on the dashboard. I can, to a certain extent. But I normally would have to speak to my rep and get it handled. Which is very easy and a seamless process because of the relationship we have built and the responsiveness of their team.
Data and graphics for public health
Comments:
Very positive experience with both the app and the tech support.
Our project is spread over two states, 6 counties, 10 schools. This app helped us move from a paper evaluation design to web-based and paperless. That was a major improvement in efficiency for both data collection and analysis. I don't think we have seen all the benefits yet.
Pros:
We are a small implementation staff for a project to dissuade middle school students from starting use of tobacco products, especially vaping. The funder of this project hired UpMetrics to evaluate all of their grant projects. This provided us with a great evaluation tool which far exceeds the data collection and graphics we could have developed on our own. UpMetrics staff helped us shift from paper data instruments to on-line. We have students and teachers who are providing pre and post surveys from their cell phones direct to the data platform. UpMetrics staff has been very accessible to help us design and improve our survey instruments.
Cons:
Because this is my first experience with this type of evaluation platform, I don't have good basis for comparison. So far I have mainly used the data tab. I have not yet worked with metrics or impact profile tabs.
