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Wolfgang Hall - Uptomize

Wolfgang Hall - Uptomize

We are helping nonprofits so they can help others more effectively

Uptomize is a consulting and business process implementation company headquartered in Redlands, California, with a focus on helping nonprofit and field services organizations.

How we support nonprofits:

Outreach and Fundraising

  • Donation Management
  • Grant Management
  • Campaign Automation
  • Email Outreach
  • Social Media Outreach
  • SMS Outreach
  • Surveys

Events and Services

  • Event Management
  • Planning and Projects
  • Support desk
  • Appointments
  • Field Services
  • Fleet Management

Accounting

  • Fund Accounting
  • Invoicing
  • Expenses
  • e-Signature 
  • Documents
  • Timesheets

Connecting and Educating

  • Website builder
  • Forum
  • Live Chat
  • Blogs
  • eLearning

Productivity

  • Voice over IP (VOIP)
  • Discuss
  • Approvals
  • Knowledge

Human Resources

  • Employee management
  • Time Off
  • Recruitment
  • Appraisals
  • Referrals

Sales and Shopping

  • Sales
  • Point of Sale
  • eCommerce 
  • Subscriptions
  • Rentals

Inventory & Manufacturing

  • Products and Inventory
  • Manufacturing
  • Maintenance
  • Warehouse Management
  • Purchasing

GIS

  • GIS integration in Odoo
  • GIS-based analysis
  • Private Web Mapping
  • Public Web Mapping (sharing your data online)


How we support Field Services Organizations:

Uptomize offers solutions for Field Service companies based on Odoo.

The Uptomize team has decades of experience implementing field services solutions and optimizing business processes. Every customer has unique requirements and processes.  Our emphasis is to clearly understand your business needs prior to implementing.  We will help you to reach go-live fast while minimizing customizations.


Up-FSM includes these services and apps:

Services:

  • Comprehensive needs assessment
  • Workflow documentation
  • Implementation Plan and Budget
  • Implementation and Training
  • Validation and Optimization
  • Go-live and Support


Core Apps related to FSM

  • Sales
  • Subscriptions
  • Rentals
  • Project Management
  • Planning
  • Timesheets
  • Support desk
  • Appointments
  • Field Services
  • Fleet Management
  • Products and Inventory


Optional Apps

  • CRM
  • Marketing Automation
  • eCommerce (online shopping)
  • Website builder
  • Live Chat
  • Blogs
  • eLearning
  • Point of Sale
  • Approvals
  • Knowledge


Inventory & Manufacturing
  • Manufacturing
  • Maintenance
  • PLM
  • Quality
  • Warehouse Management
  • Purchasing

Accounting
  • Invoicing
  • Expenses
  • e-Signature 
  • Documents

Human Resources
  • Employee management
  • Time Off
  • Recruitment
  • Appraisals
  • Referrals

What we do for our customers:

  • Requirement and process evaluation workshop:  Successful Odoo implementations are based on a solid understanding of your real needs. 
  • Odoo Implementation: We work with you to set up Odoo with a focus on minimizing expensive customizations and maximizing usefulness for your team.
  • Odoo Training: Our training is focused on the use of Odoo for nonprofit work.
  • Odoo Support: We are there for you when you need us.  


About Uptomize:

Uptomize has two missions: 

1) Support quality implementations and best practices in field services based on 20 + years of industry expertise

2)  Enable nonprofit organizations to serve their target groups more effectively for the greater good.  We strongly believe in emphasizing social aspects over commercial gain.  

About Founder and President Wolfgang Hall:

Uptomize’s founder Wolfgang Hall has worked for over 20 years on optimizing field services organizations. He worked with a large variety of companies on FSM projects, including: Schindler Elevator, Sears, Sempra Energy, FedEx, United Site Services, Waste Management, Colorado Springs Utilities, IBM/Maximo, SAP, Click Software, and CalAmp.

Wolfgang has a long history of supporting and volunteering for non-profits and held many different positions on boards, including president and treasurer. 

In his career he provided business optimization, implementation and consulting services to many Fortune 500 companies, as well as smaller commercial and non-profit organizations.  In  2017 he joined one of the leading Odoo USA partners and focussed entirely on Odoo implementations.  His earliest certification was in Odoo V12.  

He retired in early 2013 from Open Source Integrators as VP of Operations to focus entirely on Uptomize and supporting organizations that help others. 

We are here to inform, educate, and support.  We believe in a healthy blend of commercial and open-source technology to implement affordable and flexible management decision systems.

The Uptomize team.

References

California Association for Play Therapy
California Association for Play Therapy Health / Social Welfare / Pharmaceutical
The California Association for Play Therapy, a non-profit organization, is a state branch of the Association for Play Therapy, chartered in 1993.
NAMI San Bernardino Area
NAMI San Bernardino Area Other Services
Informing, Educating, and Supporting people with mental illness and their families
Wolfgang Hall - Uptomize
Wolfgang Hall - Uptomize Manufacturing / Maintenance
Uptomize supports the community with training, consulting, and implementation services.
We have over 20 years of experience in Field Services Management (FSM) optimization. Our staff has implemented Odoo for small to very large companies since 2017.
We serve two main sectors:
- Field Service Management
- Nonprofits
We advance the capacity and management abilities of nonprofit and services organizations to maximize the public good.