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Professional & Managed Services

Whether you need one-time project support or an ongoing partner, UpMetrics’ services team handles the heavy lifting of data and reporting - so you can stay focused on driving change.

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Why Work With Us

Managing impact data in-house is expensive, time-consuming, and often pulls staff away from the work they do best.

With UpMetrics Professional & Managed Services, you get:

  • 70% lower cost than hiring in-house staff (based on client averages)

  • 50% faster implementation than self-built approaches

  • A team of specialists who know impact data inside and out

 

Two Ways to Partner

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Professional Services

When you need expert support for a defined project - without the hassle of hiring full-time staff.

Best for:

  • Initial data ingestion, cleaning, and transformation
  • New dashboard setup and design
  • One-time reporting projects (e.g., annual report, grant portfolio analysis)
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Managed Services

When you want an ongoing partner to run your impact reporting function so your team can stay focused on mission delivery.

Best for:

  • Ongoing portfolio data collection and management
  • Progressive dashboard design and refinement as needs evolve
  • Continuous reporting for funders, boards, and leadership teams

Service Areas

Every organization’s data journey is different - but the challenges are familiar: messy systems, unclear metrics, time-consuming reporting. That’s where we come in. Explore our service categories below to see how we transform complexity into clarity.
Data Collection & Transformation

Data Collection & Transformation

Collecting impact data across your portfolio is hard enough - then add in scattered spreadsheets and disconnected systems. We simplify portfolio data collection, centralize it all in one hub, and transform it into accurate, structured, report-ready insights.

Reporting & Analytics

Reporting & Analytics

Having the right data is only half the battle. We design dashboards that turn raw numbers into clear, actionable stories - tailored for boards, funders, and internal teams.

Education & Training

Education & Training

Technology only works if people know how to use it. We train your team and partners to collect, submit, and analyze data correctly - building long-term confidence and capacity.

Strategic Services

Strategic Services

Without a clear framework, measurement feels like busywork. We help define what to measure, why it matters, and how to link data to strategy - so your reporting tells a compelling story.

Ready to get started?

Every organization’s needs are unique, and so is the level of support required.

Whether you’re looking for short-term guidance or ongoing managed services, we’ll tailor a plan that fits your goals and budget.

Let’s talk about the right package for your team.

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What our Partners Say

Your team is fantastic. The customer service is more like working with colleagues who care about the work and the needs of our initiative - we appreciate their enthusiasm for helping us improve the data and the story we are trying to tell.

The Markle Foundation

Matt McKeever, Senior Manager of Evaluation

Our ongoing partnership with UpMetrics has delivered lasting, positive change for our organization. They've improved how we collect, store and analyze data - enabling us to make better decisions around strategic planning and how we share our data with board members.

Just Keep Livin' Foundation

Jennifer Rizzo, Program Director
Working with UpMetrics has been such a smooth process. The team has been responsive to our unique needs, and allowed multiple opportunities for feedback, resulting in a very individualized product and experience.

The ACE Project

Susan Klumpner, Executive Director
The UpMetrics team is amazing at providing consistent support on any issue and taking the time to walk me through step-by-step how to customize our impact framework to seamlessly align with our program goals.

CHAMPS Male Mentoring

Quentin Richie, Systems Coordinator
UpMetrics' helpful, targeted coaching was great support for a smaller org like ours that lacks evaluation expertise but is desperate to grow our capacity for working toward the mission. All around *chef's kiss* beautiful!

Chicago Chess Foundation

Matthew Kearney, Executive Director
Working with UpMetrics has helped our organization level up when it comes to data management and reporting. They provided step-by-step instructions and great ideas when we didn't know how to implement or structure our data sets.

The Gray Matter Experience

Brittney Robbins, CEO