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Amplify Your Mission: Elevate Your Nonprofit with Cutting-Edge Digital Marketing Strategies
By Marianna Caputo |
In an era where digital presence is more than just a luxury, nonprofits are increasingly recognizing the necessity of a robust digital marketing strategy. With the digital landscape evolving rapidly, staying informed on the latest trends and tools is crucial for organizations aiming to maximize their impact. Through strategic use of digital tools and a …
Cultivating Lifelong Supporters: Innovative Strategies for Nonprofit Donor Retention
By Marianna Caputo |
The landscape of nonprofit fundraising is evolving, and in this dynamic environment, the significance of donor retention cannot be overstated. Cultivating lifelong supporters is not just about securing donations; it’s about building enduring relationships. Research indicates that the probability of receiving a donation from an existing donor is 60-70%, compared to a mere 5-20% likelihood …
Cultivating Lifelong Supporters: Innovative Strategies for Nonprofit Donor Retention Read More »
How Generative AI Revolutionizes Nonprofits
By Marianna Caputo |
Dear Upic Solutions Partners, By now, almost everyone has used generative AI for fun and work. My first use case was to entertain my impatient son over a year ago as we envisioned silly songs together with Chat GPT. Today, I use it daily in countless ways to help me focus on what is important …
Honored as a Pioneer 250 MSP on the 2023 MSP 500 List
By Angie Gudino |
Celebrating Innovation and Excellence in Managed Services Upic Solutions is thrilled to announce our recognition as a Pioneer 250 Managed Service Provider (MSP) on the prestigious 2023 MSP 500 List by CRN. This acknowledgment underscores our unwavering commitment to providing innovative and comprehensive IT solutions, particularly tailored for the non-profit sector. A Commitment …
Honored as a Pioneer 250 MSP on the 2023 MSP 500 List Read More »
Empowering Nonprofits: Upic Solutions and Microsoft Join Forces to Offer Affordable Surface Laptops
By Angie Gudino |
A Powerful Partnership for Positive Change Upic Solutions, a leader in providing innovative solutions to nonprofits, has joined forces with Microsoft to bring about positive change in the nonprofit sector. This partnership aims to equip nonprofit organizations with the tools they need to thrive in today’s digital landscape. Affordable Access to Cutting-Edge Technology Through this …
Happy Holidays from Upic!
By Angie Gudino |
The Holiday season is upon us. As we look back on what we are thankful for here at Upic, we want to say that we are thankful for YOU! Our local United Ways. Thank you for allowing us to partner with you as you continue to work to improve the communities that we live and …
Upic Microsoft Training – Upcoming Sessions
By Angie Gudino |
Upic continues to provide training on Microsoft products. New users and experts alike will find new tips and tricks to excel at the tools we all use daily. This training series is free for all staff to join and learn how to maximize the use of the Office 365 ecosystem. We are recording sessions and …
Upic Solutions Gives Back to the Community
By JR Howard |
At Upic Solutions, we believe in the importance of giving back to our local communities. On July 11, 2023, our Upic team embarked on our annual Community Day, which saw us joining forces to make a positive impact in the Cincinnati/Northern, KY area. This year, we had the privilege of volunteering at two remarkable organizations: …
It’s Conference Time!
By Don Bayne |
As I am getting ready for this year’s Great Rivers 2023 Conference – themed “Oh, the places we’ll go” – it reminds me of all the locations I have visited over my 22 years attending these United Way conferences, and all the impressive United Way people I have met each time. In a couple weeks, …
Upic Holiday Hours – 2022
By Angie Gudino |
The Holiday season is upon us. As we look back on what we are thankful for here at Upic, we want to say that we are thankful for YOU! Our local United Ways. Thank you for allowing us to partner with you as you continue to work to improve the communities that we live and …
Performance Management
By Brianne Waugh |
It’s time for performance reviews, hooray! Said no one, ever. But, why not? Why is this time of year so dreaded by employees and managers alike? Maybe it’s because your performance review process involves your employees spending countless hours recapping minute details of their work in the last year. Or, maybe it’s the pages upon …
Upic Training Partnership with Microsoft – Upcoming Sessions
By David Burley |
Upic continues to provide training on Microsoft products. New users and experts alike will find new tips and tricks to excel at the tools we all use daily. This training series is free for all United Way staff to join and learn how to maximize the use of the Office 365 ecosystem. We are recording …
Upic Training Partnership with Microsoft – Upcoming Sessions Read More »
Upic Investing Into the Future of United Ways
By David Burley |
Over the past year, Upic has focused on transforming and expanding the software and services that we provide to the United Way network. We have listened to our partners and built expanded solutions to meet your needs based on your feedback. We appreciate your input and hope you will keep it coming! Here is a …
Integrated Online Giving Is Here!
By Don Bayne |
Integrated Online Giving powered by Salesforce.org Elevate® that allows you to create giving pages for various causes and campaigns. You can create campaigns where donors can easily donate online. Giving can be one-time or recurring. Best of all it integrates with CRM Lite – the leading CRM for United Ways! Come see us at one …
Giving Back and Feeding our Community
By JR Howard |
As the pandemic continues to increase food insecurity throughout our communities, Upic remains committed to helping eliminate food deserts and transform lives. We helped assemble 816 power packs at the #FreestoreFoodbank, helping to feed children on the weekends and throughout the holidays. If you are looking for a great place to donate or volunteer please …
Upic Week 2021 Reflections!
By JR Howard |
Although I had hoped we would be having Upic Week, our annual all-team meeting, in-person in 2021 Covid had other plans. As we continue to prioritize the health and safety of our team and their families, we elected to have Upic Week virtually once again! I owe a special thank you to the Upic engagement …
Happy Holidays from Upic!
By Angie Gudino |
The Holiday season is upon us. As we look back on what we are thankful for here at Upic, we want to say that we are thankful for YOU! Our local United Ways. Thank you for allowing us to partner with you as you continue to work to improve the communities that we live and …
Email Deliverability – Get into inboxes
By David Burley |
Email marketing is a proven and effective digital marketing technique. However, establishing an email marketing campaign that delivers results is not a walk in the park. The process requires establishing content that will land in the inbox of the targeted users instead of the junk folder. People rarely check the email content on their junk …
Upic Celebrates Its 50th CRM Lite Implementation!
By Don Bayne |
October 18, 2021 – In November, Upic Solutions will reach a key milestone as it implements its 50th CRM Lite system within the United Way network. Upic’s CRM Lite is a powerful donor relationship management system that gives United Way teams new campaign insights, pledge and payment reporting, and dashboards providing real-time information into their …
Upic Celebrates Its 50th CRM Lite Implementation! Read More »
Virtual Upic Week is here!
By Angie Gudino |
Upic will be holding our annual team meeting October 25th – 28th, we will be operating our normal hours of 8AM-8PM Eastern with reduced staffing during these periods each day: Monday, October 25: 3PM-6PM Eastern Tuesday, October 26: 1PM-3PM Eastern Wednesday, October 27: 1PM-4PM Eastern Thursday, October 28: 3PM-5PM Eastern Should you call and get …
Email Deliverability – List Maintenance
By David Burley |
A key component for effective email deliverability requires establishing and maintaining list hygiene on targeted email contact lists. List hygiene ensures the removal of inactive email users, thus ensuring the targeted emails are delivered to the respective audiences. How do we ensure list hygiene for email deliverability? The following are essential steps for maintaining a …
Need an easy button for HR?
By JR Howard |
Leaders in organizations often talk about the thoughts that keep them awake at night, things like: Am I using the best practices to retain my workforce in today’s competitive environment? Am I doing the right things for the growth and development of my team to keep pace with increasing organizational demands? Are my practices compliant …
PrintNightmare Vulnerability Response
By Patrick Bennett |
On July 1, 2021 Microsoft announced a Windows Print Spooler Remote Code Execution Vulnerability and then released an emergency patch on July 6, 2021. Upic Solutions has applied the emergency patch to all Virtual Office servers and local Windows systems that Upic manages. Upic has also disabled the Windows Print Spooler on all servers not …
United Way of Greater Lima Implements Effective Remote Campaigns During Pandemic, Increasing Companies by 10%
By Ariana Eborn |
OVERVIEW The United Way of Greater Lima in Ohio fights for the health, education, and financial stability of the people in their community. Founded over 100 years ago, the non-profit works with partner agencies and programs focused on the improvement of lives in Allen County. President and CEO, Derek Stemen, recently joined the non-profit and …
See Upic Connect at the Operational Excellence in a New Normal Conference
By David Burley |
Upic Connect Demo During the United Way Respond, Recover, Reimagine, Rebuild: Operational Excellence in a New Normal conference, we will be providing demos of Upic Connect, the CRM Lite platform for small-to-mid size United Ways. We hope you will visit us at our booth to say hi and join us at one of our scheduled …
See Upic Connect at the Operational Excellence in a New Normal Conference Read More »
Technology for a Remote Workforce
By David Burley |
Probably like many of you, we’ve been working on modernizing our tools and processes to operate even more effectively as a remote team. All of our systems for our United Way partners function remotely, but we still have a few internal processes to modernize. One of those is our Accounts Payable process — and today …
Modernize Donor Engagement with Upic Connect powered by Salesforce
By David Burley |
Upic Connect Demo During the United Way Respond, Recover, Reimagine, Rebuild: Donor Engagement in a New Normal conference, we will be providing demos of Upic Connect, the CRM Lite platform for small-to-mid size United Ways. We hope you will visit us at our booth to say hi and join us at one of our scheduled …
Modernize Donor Engagement with Upic Connect powered by Salesforce Read More »
Upic and the Virtual VITA Program
By David Burley |
BACKGROUND United Way Suncoast supports and operates the VITA (Volunteer Income Tax Assistance) program for the Tampa Bay area. VITA is a national program helping to ensure billions of dollars in tax returns are returned to individuals in communities across the United States. For 50 years, people with disabilities, lower income or limited English speaking ability have relied on VITA …
Virtual Upic Week a Success!
By JR Howard |
We completed our first ever virtual Upic Week! For most of the team this was also our first virtual conference. While we missed seeing each other in-person, putting the health and safety of our team first will always be my guiding light. Thank you to the Upic Engagement Committee who planned an amazing event full …
Supporting Remote Teams
By David Burley |
With many people being faced with having to work remotely during these unprecedented times; United Ways are looking for tools that can help them meet the increased demand of collaborating with internal and external contacts. Microsoft Teams is the perfect tool that combines chatting, meetings, calls and collaboration from anywhere. What do I need to …
Upic COVID-19 (Coronavirus) Response
By David Burley |
What Upic is Doing Upic has a robust Enterprise Risk Management framework to support the response to known and unknown risks that may occur. The ongoing global COVID-19 event falls under this umbrella. We understand our role as a critical part of your United Way team, and wanted to share what we have done and …
UPIC SOLUTIONS ACQUIRES UNITED WAY SOFTWARE PROVIDER CASCADE DATA SOLUTIONS
By Nancy Bohman |
Fort Mitchell, KY– Upic Solutions, the leading technology shared services provider for United Ways, has acquired Cascade Data Solutions, a software firm also servicing United Ways. The acquisition brings non-profit and United Way expertise along with United Way customers together under one company. “This acquisition furthers our strategy of serving as a trusted partner, helping …
UPIC SOLUTIONS ACQUIRES UNITED WAY SOFTWARE PROVIDER CASCADE DATA SOLUTIONS Read More »
'Tis The Season
By Angie Gudino |
Greetings from Upic! The Holiday season is fast approaching. As we look back on what we are thankful for here at Upic, we want to say that we are thankful for YOU! Our local United Ways. Thank you for allowing us to partner with you as you continue to work to improve the communities that …
Meet Upic at the 2019 United Way Finance, Talent and Technology Forum
By David Burley |
Stop by and meet the Upic Team in Ft. Lauderdale next week at the United Way Finance, Talent and Technology Forum. J.R., David, Heather, Gloria, Jim and Brianne will be there to learn, share and grow with the network. We look forward to learning about your challenges and how our Shared Services can help with …
Meet Upic at the 2019 United Way Finance, Talent and Technology Forum Read More »
Engaged, Empowered, and Volunteering!
By JR Howard |
People often ask me how do I know if I have an engaged and empowered team? I believe the true mark is if the team is doing things together outside of work. I am extremely proud of the team and culture at Upic, especially when it shines out in the community while we are volunteering. …
Critical Windows Update – August 13, 2019
By David Burley |
On Tuesday, August 13, Microsoft released critical security patches for Windows. According to release notes and further media by Microsoft, the patches are needed to protect from a remote code execution (RCE) vulnerability and should be applied as soon as possible. These vulnerabilities allow an attacker to run arbitrary programs on a computer, without needing …
Philanthropy at Upic Solutions
By David Burley |
With the completion of Upic’s annual all-team meeting, Upic Week, we are proud to announce the successful launch of Salesforce.org Philanthropy Cloud (SPC) with our team! For the third campaign in a row, Upic associates have achieved the monumental goal of 100% participation in our campaign! I would like to thank our team for not …
Windows XP, 7 and 8 End of Life
By Patrick Bennett |
With security and feature updates being released at a blazing pace by Microsoft to keep up with security threats and modern business needs, it’s critical that computers accessing Upic infrastructure are kept on modern, supported Operating Systems. We plan on deprecating support for unsupported Operating Systems in January of 2020, which will result in systems …
Upic Engage 2019
By JR Howard |
Come join us for the first annual Upic Engage – designed to help local United Ways engage, impact, and grow in their community, donors, and United Way network connections. Immerse yourself in two days of sharing best practices, meeting new faces, and celebrating the good work being done today. We are working on an incredible …
Learning, training, certifying on Salesforce™
By JR Howard |
Congratulations to Eric Seller for becoming Upic’s first Salesforce Certified Administrator. Our team has been hard at work not only deploying solutions the United Way network can use on Salesforce, but also on becoming platform experts. Our goal is to have a least 20% of our Upic team certified by the end of …
Email not synchronizing on your mobile device?
By Patrick Callahan |
Microsoft recently made some changes to push the adoption of the Outlook app on mobile users. This could cause some synchronized accounts to fail. If you are having trouble resuming mail sync, please remove the account, reboot your device, and then add the account back. You may receive an email from Microsoft that looks like …
New Feature in Virtual Office!
By Patrick Callahan |
You may have noticed a new pop up recently when logging into Upic’s Virtual Office. Microsoft has released a new application called Teams that will replace Skype For Business. In order to help you stay current; Upic has begun to include access to the new Microsoft Teams application within Virtual Office! The application includes the …
Upic Partners with Salesforce™
By David Burley |
Upic has been hard at work over the last few months working to become a Registered Salesforce Consulting Partner. “With the changes happening in the non-profit space and United Way network we felt it was important to partner with a company that not only is the leading provider of cloud-based software, serving over 39,000 non-profits, …
Great Rivers Conference 2019, Upic to present NPSP
By Patrick Callahan |
We are so excited to be a part of the Great Rivers Conference for 2019 and host the Live United Lounge with United Way of Central Illinois and Kishwaukee United Way on Feb. 21st, 8-10pm. Come see our presentation on NPSP on Feb 19th at 3:15pm, Salesforce as your Donor Management System. Upic is a …
Great Rivers Conference 2019, Upic to present NPSP Read More »
Upic's Modernization of United Way Platforms
By David Burley |
As we look back at a very successful 2018 for Upic, we wanted to share our vision of the future. The future is cloud-first platforms that are easily accessible, secure, and meet your needs. We are working hard to ensure cloud-native platforms supporting the direction of the United Way network are available for you when …
Living United and Giving Back
By JR Howard |
The Upic team continues to get out into the Cincinnati community and give back. Thank you to Strategic HR for inviting us to their food packing event! Our goal was to pack 12,000 meals for those in need. We ended up packing over 14,500 meals and had a blast doing it!
Vishing, Facebook and Credit Freezes
By Patrick Bennett |
Yesterday, I covered the risks of phishing and a few steps that can be taken to greatly improve account security. We continue to bring up phishing as an area of concern, as it is the most common breach point for an organization. Today I’ll cover another type of attack, called vishing, that is on the …
Don't become a phish!
By Patrick Bennett |
Phishing has become more common and more sophisticated on the internet as users and attackers become more savvy. While the standard Nigerian Prince (aka Nigerian 419 scam) is still present, most people are aware of it and no longer fall for it. E-mail filters catch these with high certainty, and even those that make it …
Team Building and Serving Our Community
By JR Howard |
Not only is our Upic team hard at work supporting our United Ways during campaign season, but we also take time to volunteer. Our team was hard at work at the Freestore Foodbank, packing over 2400 meals for those in need.
Dennis Renschler Joins the Upic Board of Directors
By JR Howard |
We are very excited to announce that we have added another new board member, Dennis Renschler. We continue to bring in people who know the United Way business, to help us to continue to improve our organization and keep us on the leading edge! Dennis Renschler, Metro United Way
Upic Week is here!
By Angie Gudino |
Upic will be holding our annual team meeting July 23rd – 27th. During this week Member Services help desk will be staffed from 8AM-8PM Eastern at a reduced capacity, should you get voicemail please leave a message and we’ll get back as soon as possible. We recommend sending non-urgent requests by email to answercenter@upicsolutions.org. The …
Security Alert for Small Office / Home Office – VPNFilter
By David Burley |
On May 23 and further updated on June 6, Cisco announced the discovery of a malware attack targeting small office and home office network devices. This malware gives the attacker the ability to read your internet traffic, steal passwords, spread more malware and to disable the device. This threat has been verified by numerous third-parties, …
Security Alert for Small Office / Home Office – VPNFilter Read More »
United Way Southeast Regional Conference – Gatlinburg
By David Burley |
Eric and I (David) are at the United Way Southeast Regional Conference in Gatlinburg, TN. Come visit us and say hi! We’d love to meet you and discuss how Upic can help you engage with your donors, or solve your technology challenges. We did some sight seeing on our way here, visiting the birthplace of …
United Way Southeast Regional Conference – Gatlinburg Read More »
Upic Kickoffs National Volunteering Week Early!
By JR Howard |
The Upic team was busy at work Friday helping Habitat for Humanity build housing for those in need in our community. We enjoyed working side-by-side with the new home owner and the team at Habitat for Humanity!
Keeping your computer protected
By Patrick Bennett |
In today’s risky environment it is more important than ever to keep your computer up to date. The two most important ways to protect your computer system and your United Way are by keeping Anti-Virus software up to date and keeping Windows Updates current. If your organization uses Upic Desktop Managed Services, doing those things …
Need help integrating Philanthropy Cloud with your Donor Managment System
By robintek |
We can help! As UWW and Salesforce.org announce the coming Philanthropy Cloud, Local United Ways may be wondering how to integrate data in to their local system We currently are handling this integration for a number of our members and are happy to work with you to embrace these exciting changes and focus on engaging …
Need help integrating Philanthropy Cloud with your Donor Managment System Read More »
Upic Gives Back
By JR Howard |
Upic goes to work every day helping support local United Ways and their mission, but did you know we also passionately and actively engaged in giving back to our community. Checkout out our mascot for a hint of what is next.
Fundraising for Impact Summit 2018
By David Burley |
The Upic team will be at the United Way Fundraising for Impact Summit in Houston next week. We encourage you to stop by and say hi, or discuss ideas to improve donor engagement. We’ve been working on new ways to engage with individuals through Facebook ads and other media, and would love to learn what …
Great Rivers 2018
By David Burley |
Upic will be at the 2018 Great Rivers Conference, come visit us and meet the Upic team. We’re excited to be holding the session “Where did my donors go? Reconnecting with Lost Donors on Facebook”. During the session we’ll share our learnings from our use of the Facebook ad platform to reconnect with lost donors, …
United Way NPG and DSOG Meetings
By David Burley |
The Upic team is at the United Way NPG and DSOG meetings this week. We’re excited to learn more about how DSOG and Rubicon can transform United Way giving and engagement. If you are in Alexandria and would like to meet and discuss these projects with the Upic team, reach out and let us know. …
Meltdown and Spectre Vulnerabilities
By Patrick Bennett |
Last week information was released on a set of vulnerabilities that have been collectively named Meltdown and Spectre. Initial reports were that only systems running Intel processors were impacted, but as more information was released we learned that just about every computer with a processor in it from the last 20 years is impacted by …
Mac OSX High Sierra Vulnerability
By David Burley |
UPDATE (Nov 30, 2017): Apple has released a fix for this vulnerability, and it is available to update from the App store. Yesterday, a vulnerability was reported to Apple and the rest of the world, impacting users running Mac OS High Sierra (10.13.x). This vulnerability allows anyone with access to the system to login as …
Upic Gives Thanks at the Freestore Foodbank
By David Burley |
Tuesday Morning, a contingent from Upic went to the Freestore Foodbank to help with the annual Thanksgiving Food Distribution. Hunger is a problem that continues to impact the community all year long, and we’ll continue to work with the Freestore Foodbank and other area nonprofits to ensure everyone has access to a safe source of …
Donor Engagement – Dealing with Donor Churn
By robintek |
Donor Churn is an interesting statistic, but doesn’t tell the whole story, If we instead look at the dollars tied to those lost donors, we can get a clearer picture of how it will affect our campaigns. If we combine this with growth rate of retained donors and new gifts, we can now start projecting …
Wi-Fi Vulnerability
By Patrick Bennett |
A vulnerability in wireless networking, commonly referred to as Wi-Fi, was disclosed to the public today. This vulnerability allows an attacker near you to impersonate the network and get your system to connect to their network instead. There is no fix for this at present, but there are steps you can take to reduce your …
Learning, engaging, celebrating, and giving back – ComSpark 2017
By JR Howard |
The Upic team spent the last two days with 2000+ technology workers and 150+ companies in our region learning, engaging, celebrating, and giving back. We participated in panels, hosted round-tables, mentored college and high school students, and networked with thought leaders from around the region tackling the latest issues and hot topics in innovation and …
Learning, engaging, celebrating, and giving back – ComSpark 2017 Read More »
Vision 2020
By JR Howard |
From our CEO To our stakeholders, In the 16 years we have been doing business, helping United Ways grow, adapt, and evolve has been the driving force behind everything we do at Upic. Technology is only useful if it enables United Ways to transform the way they engage with donors, empower employees, optimize operations, and …
Constituent Engagement with Facebook Ads
By David Burley |
To paraphrase the famous bench ad, “Facebook advertising works!” At Upic, we need to market just like any other business. We started digital marketing prior to the United Way Finance, Talent and Technology Management Forum, and want to share some of what we’ve learned. Our key takeaway thus far is that we’ve been able to …
Credit Card Skimmers
By David Burley |
Credit card skimmers are devices that steal your credit card magnetic stripe information, which are then used by criminals. One common location of the skimmers are at gas stations, where there are many credit card readers, no attendant nearby, and lots of transactions. The skimmers come in many forms, but one of the most commonly …
Equifax Breach
By David Burley |
News reports have been flooding in with coverage of the recently revealed Equifax breach. As Equifax is one of the “big three” credit reporting agencies, this is a large incident impacting all Americans — whether or not your data was stolen. While they are still researching the scope and extent of the breach, it is …
Community Connect: Speaker request for a Workplace Campaign Rally
By robintek |
Check out our latest video on how to make a speaker request for a Workplace Campaign Rally.
Bob Berdelle and Tina MacVeigh Join the Upic Board of Directors
By JR Howard |
We are excited to announce that we have added two new board members. They will both bring fresh and diverse perspectives and expertise with technology and United Way operations. Bob Berdelle, United Way Worldwide (retired) Tina MacVeigh, United Way of Greater Cincinnati (Chief Strategy Officer)
Hurricane Irma Planning – Upic Update
By JR Howard |
I have had a lot of you ask about our Florida employees, so here is an update. I am thankful that all of our Upic employees in Florida have elected to evacuate and are safe and sound out of harms way. We do have several United Way partners in Florida and we have been busy helping them …
ePledge Security and Browser Compatibility
By David Burley |
At Upic, we host ePledge campaigns for many United Ways across the country, and we take security seriously. We continuously make improvements to our systems and configuration to support industry best practices, securing data while at rest in our data centers and while “at flight” on the way to them. One topic which has …
Upic Team Giving Back to our Community
By JR Howard |
Upic goes to work every day helping support local United Ways and their mission, but did you know we are also passionately and actively engaged in giving back to our community. Checkout our latest team volunteering event at the Freestore Foodbank. We packed and sorted nearly 2000 pounds of food. Ok it was 1974 pounds, did …
Why we Live United at Upic
By JR Howard |
In a time when we seem more divided than ever, I like to remind people that not everyone is that way. People often ask me what does the United Way do? I think the PSA below, that United Way Worldwide has provided, answers that question. Please take 60 seconds of your day to watch and …
How come everytime I come to the desert it rains?
By JR Howard |
David and I have arrived at the Western Regional Conference in Las Vegas (ok it is really Henderson). Stop by our table and say hi! We are looking forward to an exciting week of learning, networking, and catching up with all our United Way friends.
Community Connect: Workflows Demonstration for ADT Members
By robintek |
When a donor gives enough to join the Alexis de Tocqueville Leadership Group, your Major Gifts officer wants to know immediately to reach out and thank them. In this video, Eric demonstrates how Community Connect can be configured to notify the Major Gifts officer by email when there is a new Leadership Group member. This …
Community Connect: Workflows Demonstration for ADT Members Read More »
Upic Team Meeting
By David Burley |
Upic will be hosting it’s annual team meeting the week of July 24 to July 28. During that week Member Services help desk will be staffed from 8AM-8PM Eastern at a reduced capacity, should you get voicemail please leave a message and we’ll get back as soon as possible. We recommend sending non-urgent requests by …
Security Awareness Training
By Patrick Bennett |
Security awareness is increasingly important in today’s digital world. According to Forbes (2016), the cost of cybercrime is expected to reach $2 trillion by 2019. There is a tremendous need for companies both large and small to protect themselves against cyber threats. Through its partnership with KnowBe4, Upic offers United Ways comprehensive defense against cyber …
WannaCry Ransomware
By Patrick Bennett |
Today there was a large increase in ransomware attacks on computers across the globe, where hackers lock data up and hold it for ransom. The attack targeted computers that weren’t updated against a vulnerability with an available fix. This is one reason why many United Ways choose to host their data on Upic’s Virtual Office, …
Upic Customer Appreciation Reception at 2017 Andar Users Conference
By David Burley |
Upic Customer Appreciation Reception Wednesday, May 3, 2017, 6:00pm-8:00pm Appetizers and Refreshments While you’re in the Cincinnati Ohio area for the 2017 Andar Conference, join Upic Solutions for a reception with appetizers and refreshments on Wednesday, May 3, 2017 from 6:00pm-8:00pm. The reception will be held at Thirsty’s Oasis , a Sports Bar & Grill …
Upic Customer Appreciation Reception at 2017 Andar Users Conference Read More »
Giving Back
By David Burley |
Over the past year, JR and I have discussed how we can help communities directly, giving back in our own unique way. At Upic Solutions we help United Ways accomplish their mission every day. The work we do helps impact communities across the country indirectly. When we have our company all-hands meeting this summer, we’re …
We are excited about Upic's new Community Connect CRM!
By JR Howard |
David, Jim, Andrew, and I just returned from the Fundraising for Impact Summit and are very excited with the reaction and ideas around the new CRM product we announced at the conference: Upic Community Connect. We were able to meet and demo to many of our United Way friends from across the country, and some new …
We are excited about Upic's new Community Connect CRM! Read More »
Looking for an Email Marketing Transformation?
By JR Howard |
Upic Solutions has partnered with ClickDimensions to bring the best Email Marketing and Marketing Automation to Community Connect. ClickDimensions is 100% integrated with our Community Connect solution and provides you with powerful tools to connect with your donors. Please see the video below for additional information.
See Why Community Connect is powered by Microsoft Dynamics 365
By JR Howard |
I believe Microsoft’s CEO, Satya Nadella, says it best in this video, “The dream always has been, how can we transform how work is done.” We are helping United Ways with their Digital Transformation by transforming donor engagement and campaign management through the use of Community Connect powered by Dynamics 365. Digital Transformation is the profound and accelerating …
See Why Community Connect is powered by Microsoft Dynamics 365 Read More »
Introducing Upic Community Connect CRM
By David Burley |
Upic Solutions Helps United Ways with New Community Connect CRM February 1, 2017 Upic Solutions, the leading technology and services company who supports only United Ways, announces the release of Upic Community Connect, built around Microsoft Dynamics 365. Upic Solutions, a Microsoft Cloud Solutions Provider, is leveraging years of experience in cloud technology, applications, …
Andar Integration Changes
By David Burley |
Helix recently announced plans to add additional security and data integrity measures to Andar. While much is still unknown about these plans, Upic will be communicating with Helix and the Andar CAB to better understand and inform the Upic community how these changes will affect them. As the security of donor data and integrity of Andar …
Upic Improves ePledge Performance by Nearly 50%
By Craig Irvin |
In early 2016 we embarked on a journey to help measure and improve the performance of ePledge through the use of industry standard tools. Our primary tools were CA Blazemeter, Apache JMeter, New Relic and Google Analytics which helped to simulate and record ePledge performance characteristics during our stress tests. We shared these results at the Andar …
Upic Million Step Challenge
By JR Howard |
Now that campaign season is in full swing and our team is starting to feel like they are chained to their desk, we are launching our million step challenge starting October 1st! We have equipped each team member with a Fitbit and signed everyone up to a Fitbit group to share our progress. Our goal …
United Way Finance, Talent and Technology Management Forum
By David Burley |
JR, Jim and I traveled to Orlando to meet with friends, new and old at the United Way Finance, Talent and Technology Management Forum. We were able to meet with United Ways, big and small, from across the country. In those conversations there were a few common areas of interest: Risk Management, Business Intelligence (BI), …
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Upic's Next Generation Cloud Platform
By David Burley |
Upic created its first cloud data center in 2001, allowing United Ways to share resources and efficiencies not otherwise attainable. In the 15 years since, we have iterated and improved upon that concept resulting in our current 4th generation cloud data center. We engineered and built our second generation data center before Amazon (2006), Microsoft …
Protecting your United Way from the latest [Cisco] vulnerability
By David Burley |
On August 17, 2016, Cisco announced a high severity vulnerability for Cisco ASA firewalls. The discovery of the vulnerability is an interesting read, but I’ll let them cover the story and not rehash it here. No patch is available yet, but by following IT best practices the risk to your systems will be minimized. As …
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United Way Western Regional Conference Welcomes Upic with a Rainbow!
By JR Howard |
Jim Mead and I have arrived at the United Way Western Regional Conference in Albuquerque. Stop by our table and say hi!
New mobile- & tablet-friendly website
By Andrew Woten |
Upic Solutions announces the launch of our new mobile- and tablet-friendly website at UpicSolutions.org. The site is designed to be consumed from a desktop PC, a mobile phone, or a tablet with equal ease. We chose WordPress for is ease of use and rich features. UpicSolutions.org was created with “responsive web design,” which will make …
JR Howard named new Upic CEO
By Patrick Callahan |
July 30, 2015 On behalf of the Board of Directors of Upic Solutions (Upic), Karen Mathison, Board Chair and President & CEO of United Way of Greater Toledo has announced the appointment of Mr. Josh R. “J.R.” Howard III, MCSE to the position of Chief Executive Officer effective August 17, 2015 J.R. has served as …
Want to connect to Virtual Office?
By Patrick Callahan |
Perhaps you received a new tablet or mobile device as a graduation gift. Connect to Upic Virtual Office by downloading our free 2X Client software. Visit our virtual office download page for step by step instructions.
Updating your Upic Outlook profile
By Patrick Callahan |
Contributor: Craig Irvin Now there is a simple way for you to update your Upic Outlook profile, which makes it easier to connect with 20% of the United Way staff across the USA via our Global Outlook Directory. Within the Upic network, you now have the ability to view free/busy calendar schedules and create contacts …
Now Serving 20% of United Way Technology Market
By Patrick Callahan |
Members of the United Way Western Information Network (UWWIN) have collectively decided to join the Upic Solutions information/technology collaboration serving the United Way market in the U.S.A.