Looking for practical, face-to-face training that helps your team get more from Uptick?
We’ve launched OnTrack ESM—a dedicated training and consulting arm created specifically to support ESM companies using Uptick. Led by accredited partners with real operational experience, OnTrack is where you’ll find high-impact workshops, expert guidance, and hands-on support designed to save time, reduce admin, and boost team confidence.
See the full offering:
I’m Jess, and my primary goal is to empower your business to harness the full potential of the Uptick system. By providing personalised, expert guidance, I can support transforming your organisational practices, making them more efficient, productive, and profitable.
With 8 years of industry leadership experience across various ESM companies and a pivotal role in Uptick's executive team, I'm intimately familiar with the daily challenges you navigate and how to overcome them. I am well equipped to provide the comprehensive training and operational support you need to maximise your use of Uptick and drive success.
Who am I?
WHAT’S THE POINT?
I get it: Uptick is powerful! It is so powerful that it can be daunting to look into ways to use it differently or even know that there is another way of doing things. Learning what upgrades have occurred and how to best work with the latest updates takes some effort. While sometimes it can seem more straightforward to let sleeping dogs lie, if you do not continually upgrade your internal systems and flows, you can easily get left behind in a competitive marketplace. It pays to remain efficient with internal administration to reduce overheads and improve customer delivery - this is where Ontrack ESM Accelerated Training can help.
HOW DOES IT WORK?
I follow a structured process to ensure commitment and an alignment of goals:
Initial consultation to understand how Uptick can meet your operational needs, challenges and goals.
I will conduct a comprehensive assessment to understand your operations, workflows and processes.
We will analyse existing data and performance metrics; I will then provide a customised plan to outline the strategies and actions that will address any identified challenges and improve your operational efficiency.
Check in regularly and review with to ensure you are getting the maximum value and benefit from Uptick.
My approach is highly personalised and adaptable. I recognise that a one size fits all approach is unrealistic, so I offer multiple options:
Comprehensive hands-on support. Depending on the need, it can be a day here and there to get things happening or a longer-term partnership.
Recommendations for improvement, with documented training tools for self-sufficient progress
WHO WOULD BENEFIT?
Any company using Uptick! Honestly, the pace in which upgrades are made to the system and the day to day responsibilities of running an ESM business means that it is impossible to dedicate the time, attention or internal resources to staying on top of all that Uptick has to offer and how to implement it into your day to day operations to get better results. Having the support from an unbiased external party to review your processes allows for a fresh perspective.
I take all the hard work out of the implementation, whether that be understanding how to accurately utilise a function, large data importing/exporting from the system, the creation of training materials or the direct upgrade of your processes. This means you can focus on the important things like wowing your existing clients or driving your business to gain new ones. Whether you are brand new to Uptick or are part of the OG users, there are potential options for greater efficiency left on the table. I know this from my direct experience on both sides of the Uptick fence.
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