What uPerform does

uPerform is a just-in-time learning and performance support platform operated as a product brand of ANCILE Solutions, a private US-based company founded in 2006 and headquartered in Elkridge, Maryland. The platform delivers role-based training content directly inside enterprise software applications — notably electronic health records (Epic, Oracle Cerner), enterprise resource planning systems (SAP, Oracle Cloud ERP), and human capital management platforms (Workday, ServiceNow, UKG Dimensions) — and is used by half of the Fortune 100 and more than 50 healthcare systems. Named customers span UCHealth, M Health Fairview, Baylor Scott & White Health, Delta Air Lines, PepsiCo, Dow, Munich Re, and the US Army, with documented outcomes including $3M in annual savings at UCHealth and a 7%-to-87% adoption lift for the eConsent workflow at M Health Fairview.

The product architecture combines a central content authoring and delivery engine with deep, application-specific integration modules. The Workflow Recorder captures user actions inside a live enterprise application and auto-generates multi-format outputs (tip sheets, simulations, videos, courses) from a single recording. AI features introduced or expanded in 2025 — uPerform Copilot, Change Communications, Learning Pathways, Ratings & Feedback, and Amazon Polly text-to-speech — are built on third-party foundation models from Microsoft Azure OpenAI, Amazon Bedrock, and OpenAI, with explicit contractual guarantees that customer data is not used to train external models. Reporting integrates with Microsoft Power BI and Epic Signal Data, and the platform holds SOC 2 Type II (fifth consecutive year) and ISO 27001:2022 certifications on AWS infrastructure.

uPerform operates as an enterprise SaaS business with quote-based annual subscriptions priced by organization size, users, applications integrated, and feature tiers. Go-to-market is direct enterprise field sales, supplemented by the Epic Showroom marketplace listing, the SMART App Gallery, and the AWS Partner Network (Advanced Tier). Marketing is concentrated in healthcare IT events (HIMSS, ViVE, Epic XGM, AMIA, AMDIS, Arch Collaborative Learning Summit, Digital Health Rewired), annual uPerForum user summits, the KLAS Arch Collaborative partnership, and thought-leadership content. Recognition includes 2026 Best in KLAS for Training and Learning Platforms, and the company appointed its first Chief Medical Officer (Dr. Stephanie Lahr) in August 2025 to deepen clinical credibility as it expands into European markets including the UK (Cambridge University Hospitals NHS, 2024) and Finland (Apotti Oy, 2024).

Name

uPerform

Legal name

ANCILE Solutions

Website

https://uperform.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Short description

uPerform is a just-in-time learning and performance support SaaS platform that delivers role-based training content directly inside EHRs (Epic, Oracle Cerner), ERPs (SAP, Oracle), and HCM systems, serving half of the Fortune 100 and 50+ healthcare systems globally.

Ownership category

akta.pro rank

Product category

Enterprise Digital Adoption and Learning Platform

NAICS

Educational Support Services (61171), Computer Training (611420), Professional and Management Development Training (611430)

SIC

Services-Prepackaged Software (7372), Services-Educational Services (8200)

akta.pro primary industry

Incumbent Worker Training & Upskilling (EDAAAOAE)

akta.pro secondary industries

Learning Data Infrastructure & Interoperability (LRS, xAPI/LTI/OneRoster, Data Pipelines) (EDAFAFAJ), Assessments, Quizzes & Learning Analytics Tools (MPACALAK)

Keywords

• Digital adoption platform
• Just-in-time training
• EHR training software
• In-application learning
• Enterprise performance support

Headquarters

HQ city

Elkridge

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription Platform: Annual or multi-year subscription licensing for the uPerform platform based on organization size and scope of deployment. Pricing varies by number of users, applications supported, and feature tiers.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

uPerform is a SaaS just-in-time learning and performance support platform that delivers role-based training content directly within enterprise software applications, including EHRs (Epic, Oracle Cerner), ERPs (SAP, Oracle), HCM systems (Workday, UKG Dimensions), and ITSM platforms (ServiceNow). The platform combines rapid workflow recording, AI-powered content authoring, in-workflow content delivery, and analytics to accelerate user adoption, reduce training time, and minimize help desk calls for enterprise customers.

Product overview

uPerform is a unified healthcare-focused digital adoption and learning platform combining multiple modules and integrations. The core uPerform platform provides just-in-time training, content creation (via Workflow Recorder), and analytics capabilities. Specialized EHR modules (uPerform for Epic, uPerform for Oracle Cerner) provide deep workflow integration for electronic health records. Enterprise application modules (uPerform for Oracle, uPerform for SAP, uPerform for ServiceNow, uPerform for UKG Dimensions, uPerform for Workday) support ERP, HCM, and ITSM systems. Key add-on features include Learning Pathways for guided onboarding journeys, uPerform Copilot for AI-powered support, Change Communications for delivering updates in workflow, and Ratings & Feedback for content improvement. The platform operates as a SaaS solution (uPerform Cloud) with optional cloud deployment.

Differentiator

Problem solved

Functional benefit

Products and services

• uPerform Core just-in-time training and support platform that delivers role-based learning content directly within EHRs, ERPs, HCMs, and other mission-critical applications. Combines content creation, curation, and delivery capabilities in a single SaaS platform for enterprise customers and large healthcare systems.
• uPerform for Epic Specialized EHR training solution for Epic Systems providing role-based training and support content within Epic workflow including F1 Help, Main Menu Toolbar, Menu Navigator, Learning Home Dashboards, Activities, Navigators, Print Groups, Storyboards, and Epic SSO integration.
• uPerform for Oracle Cerner EHR training solution for Oracle Cerner delivering role-based training and support content directly within Cerner workflow for accelerated onboarding and reduced help desk calls.
• uPerform for Oracle Oracle ERP integration providing just-in-time training and support within Oracle Cloud applications for accelerated content creation, simplified management, and increased user efficiency.
• uPerform for SAP SAP training solution supporting SAP Fiori, S/4HANA, SuccessFactors, ECC, Ariba, BW/4HANA, Concur, and CRM with in-workflow microlearning for increased user adoption and productivity.
• uPerform for ServiceNow ServiceNow training integration delivering microlearning and support materials within ServiceNow workflow, centralizing training resources for employees and help desk agents.
• uPerform for UKG Dimensions UKG Dimensions workforce management training solution providing role-based microlearning in UKG Dimensions workflows for improved user engagement and efficiency.
• uPerform for Workday Workday HCM training integration providing customized in-application help and role-based training for accelerated onboarding and proficiency.

Quantifiable outcome

• 50% reduction in training time
• +15 more outcomes

Named customers31 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability7 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered strategic and core.

• Oy Apotti AbstrategicStrategic or Co-development Partner · 31 May 2024Finnish healthcare organization partnering with uPerform to scale EHR education program and optimize support. Pioneer collaboration in Finnish healthcare market.
• Cambridge University Hospitals NHSstrategicStrategic or Co-development Partner · 5 January 2024Pioneering NHS collaboration with Cambridge University Hospitals to optimize EPR education and scale Epic education program across the NHS trust. First major UK/NHS partnership for uPerform.
• Epic Systems (Showroom Listing)coreTechnology or IntegrationuPerform is available in the Epic Showroom marketplace where third-party vendors publish Epic-integrated applications. The platform provides deep integration for Epic training including F1 Help, Learning Home Dashboards, and in-workflow support. All Epic-related content shown is copyright Epic Systems Corporation.
• AWS (Amazon Web Services)coreTechnology or IntegrationuPerform is built on AWS infrastructure, backed by robust physical and technical security controls. AWS security protections are independently validated by multiple third-party assessments including ISO 9001, 27001, 27017 and 27018, SOC 1, 2 and 3, EU-U.S. Privacy Shield, and HIPAA.
• Microsoft Azure OpenAI Service & AI FoundrystrategicTechnology or IntegrationAI technology partnership powering uPerform's AI-powered learning features including intelligent content analysis and recommendations.
• Amazon BedrockstrategicTechnology or IntegrationAI technology partnership providing foundation model capabilities for uPerform's AI-powered content creation and learning features.
• OpenAIstrategicTechnology or IntegrationAI technology partnership enabling advanced language model capabilities within uPerform's AI-powered learning platform. uPerform requires contractual commitments that customer data is never used for model training or made available to model providers.
• KLAS Research Arch CollaborativecoreStrategic or Co-development PartnerStrategic partnership with KLAS Research Arch Collaborative, the leading authority in improving EHR experience for clinicians and establishing training guidelines. uPerform clients report higher EHR satisfaction for uPerform users vs non-users in Arch Collaborative measurements.
• CHIME (College of Healthcare Information Management Executives)strategicGTM or Marketing PartnerCHIME Foundation member, providing access to healthcare IT executive community and industry thought leadership.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Intellum: Intellum is an enterprise learning platform for customer, partner, and employee education with strong analytics — comparable to uPerform on the digital learning platform side, though less focused on in-workflow application integration.
• Userlane: Userlane provides interactive in-app guides and digital adoption tooling for enterprise software, with strong European presence — comparable to uPerform's workflow-integrated learning but more EMEA-weighted.

Direct peers

• Whatfix: Whatfix delivers in-app guidance, simulated training, and performance support for enterprise applications, serving a similar DAP buyer to uPerform across SAP, Oracle, Workday, and ServiceNow with a comparable content authoring and analytics layer.
• Apty: Apty is a Digital Adoption Platform focused on enterprise application onboarding, in-app guidance, and compliance training — a direct competitor to uPerform in the same enterprise software training category.
• WalkMe: WalkMe is a leading Digital Adoption Platform providing in-application guidance, training, and analytics across enterprise software — directly overlapping with uPerform's just-in-time, in-workflow learning proposition across ERP, HCM, and CRM systems.
• Pendo: Pendo combines product analytics with in-app guides and walkthroughs; while broader than uPerform, it targets many of the same enterprise software adoption and user onboarding use cases across SaaS applications.

Broad incumbents

• HealthStream: HealthStream is an established healthcare-focused workforce learning and credentialing platform serving hospitals and health systems — directly comparable to uPerform's healthcare training buyer, though with broader LMS and credentialing functionality.
• Relias: Relias provides healthcare workforce training, compliance, and performance solutions for hospitals and post-acute providers — overlapping with uPerform's healthcare training buyer segment, particularly for clinical and operational staff learning.
• SAP Enable Now: SAP Enable Now (formerly SAP Workforce Performance Builder) is a native SAP in-application training and performance support suite — directly competing with uPerform for SAP within the SAP-installed base of enterprise customers.
• Microsoft Viva Learning: Microsoft Viva Learning integrates learning content into Microsoft 365 and Teams workflows — overlapping with uPerform's mission-critical in-workflow training thesis for enterprises standardized on Microsoft productivity and Workday/ServiceNow stacks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/uperformapp
• YouTubeyoutube.com/channel/UCiI-EnaWck_QyWGPXNI9NsQ
• Facebookfacebook.com/uPerformApp
• LinkedInlinkedin.com/company/uperform-training-and-support

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about uPerform