Case Study: Upstream USA achieves flexible, unified planning and real-time analytics with Jedox

Upstream plans to expand its Jedox instance to over 200 new users

Upstream USA is a growing national nonprofit that partners with health centers to expand equitable access to contraceptive care. As they scaled, Upstream struggled with manual Excel-based processes, fragmented data across Sage Intacct, Salesforce, Paycom and other sources, and the need for a flexible budgeting approach that could also support HR planning and deeper BI and reporting.

With guided implementation of Jedox, Upstream unified and mapped data across systems, built custom input forms and workflows, and adopted a self-service model to deploy and maintain planning and reporting. In under nine months they redesigned budgeting, automated Board reports, standardized Salesforce analytics, and unlocked real-time, transaction-level insights—freeing time for decision-makers and driving more data-driven planning across the organization.

Upstream USA

Jarid Siegel

VP of Data & Technology