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Outcome Tracking: Continuous Program Measurement | Sopact

Outcome tracking is the continuous measurement of what changes for participants. Close the Formation Gap — built in Sopact Sense for nonprofit programs.

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April 21, 2026
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Use Case

Outcome Tracking: Continuous Measurement That Proves Program Change

A workforce program collects baseline confidence scores in January, exit scores in June, and follow-up employment data in December. By the time the December data arrives, the January cohort has moved on, the program model has changed, and the director is asked why outcomes dipped in April — a question the data simply cannot answer. This is The Formation Gap: the invisible period between when a participant outcome begins forming and when traditional event-based tracking systems can detect it.

Last updated: April 2026

Outcome tracking exists to close that gap. Done well, it converts a sequence of disconnected surveys into a continuous signal of participant change — the kind funders now expect and boards increasingly demand. Done with legacy tools, it produces snapshots that look like evidence and behave like archaeology.

Outcome Tracking — Use Case

Continuous outcome tracking, not event-based snapshots.

Participant change forms gradually. Most tracking systems only see it at program start and end — long after the window for course-correction has closed. Sopact Sense closes that window by treating every wave as one continuous signal.

What continuous tracking sees that event-based tracking misses.

The Formation Gap
10 8 5 3 0 WK 0 WK 3 WK 6 WK 9 WK 12 FOLLOW-UP Participant confidence (1–10) INVISIBLE FORMATION PERIOD BASELINE EXIT
Continuous outcome tracking
Event-based tracking (only endpoints)
The Formation Gap · Ownable Concept

The Formation Gap is the invisible period between when a participant outcome begins forming and when traditional tracking systems can detect it.

Outcomes form gradually — across weeks of sessions, cohorts of support, and months of practice. Event-based tracking captures only the endpoints, so the information that matters most for decisions (where change is accelerating, stalling, or reversing) is systematically invisible. Continuous outcome tracking closes the gap. Event-based tracking widens it.

80%
Evaluation time lost to cleanup
with event-based stacks
4
Connected waves per participant
baseline · mid · post · follow-up
1 ID
Persistent across every touchpoint
no re-matching, ever
Minutes
From response to live dashboard
not quarterly reports

What is outcome tracking?

Outcome tracking is the continuous measurement of changes in participants' knowledge, skills, behaviors, or conditions over time using persistent participant identifiers. It links baseline assessments to mid-program, post-program, and follow-up data for the same individual — answering whether a program produced change, not just whether activities were delivered. Without persistent IDs and a shared data dictionary, outcome tracking collapses into disconnected snapshots that cannot be compared across waves.

What is outcomes tracking?

Outcomes tracking and outcome tracking mean the same thing — "outcomes" is the plural form used when a program measures multiple changes simultaneously (for example, confidence, skill, and employment status). The method is identical: assign persistent IDs, measure at defined intervals, and connect every response from the same person into one continuous record. Platforms that treat each survey wave as an isolated event do not support outcomes tracking in any meaningful sense.

What is continuous outcome tracking?

Continuous outcome tracking is outcome measurement that runs as a live signal rather than as a set of discrete events. Each response flows into a participant's connected record the moment it arrives, themes emerge from qualitative data as it is collected, and dashboards update in real time. The opposite — event-based tracking — waits for a cohort to finish, exports disconnected files to a spreadsheet, and reconciles records manually. Continuous tracking closes The Formation Gap; event-based tracking widens it.

What is outcome measurement tracking?

Outcome measurement tracking is the full practice that combines outcome measurement (defining what change looks like) with outcome tracking (capturing that change across time for specific individuals). Measurement without tracking produces definitions that are never verified. Tracking without measurement produces data that has nowhere to land. Both must be designed together, which is why a shared indicator framework and a locked data dictionary have to exist before the first survey goes out.

What is outcomes tracking software?

Outcomes tracking software is a platform category purpose-built to collect, link, and analyze participant outcome data across multiple waves in a single system. It differs from generic survey tools (SurveyMonkey, Google Forms) by enforcing persistent participant identity, and from general BI tools (Tableau, Power BI) by supporting mixed-method analysis — quantitative scores and qualitative reflections together, linked to the same person. Sopact Sense is an AI-native outcomes tracking platform designed around continuous signal rather than event-based reporting.

Six Principles

How continuous outcome tracking actually works.

The pattern behind every program that proves outcomes cleanly — and the six places where event-based tracking fails before analysis even begins.

01
Identity

Assign persistent IDs at first contact

Every respondent carries one unique identifier from enrollment through final follow-up. Without it, Wave 1 and Wave 4 are two disconnected datasets that cannot be compared — no matter how carefully names match.

Matching by name and email after the fact loses 15–25% of participants per wave.
02
Dictionary

Lock outcome indicators before collection

Define every outcome field — name, scale, validation rule, IRIS+ code, Output vs Outcome classification — before the first survey goes out. Version every change. Retrofitted definitions produce retrofitted findings.

Mid-cycle definition changes create permanent comparison gaps in the data.
03
Cadence

Design for four waves, not two

Baseline, mid-program, post-program, and follow-up (30/90/180 days). Two-wave designs produce a delta; four-wave designs produce a trajectory. The trajectory is what program managers need to course-correct.

Skipping mid-program check-ins forfeits the only intervention window you have.
04
Mixed Methods

Pair every number with a "why"

A confidence score moving from 3 to 8 is a finding. The paragraph that explains it is the actionable part. Every key quantitative outcome needs at least one paired open-ended question, analyzed as a first-class data source.

Qualitative data archived separately from quantitative is qualitative data lost.
05
Continuity

Analyze continuously — not quarterly

Responses flow into connected participant records as they arrive. Themes surface from qualitative data in real time. Dashboards update live. Quarterly cleanup cycles widen the Formation Gap; continuous analysis collapses it.

A quarterly cleanup cycle is a structural guarantee that insights arrive too late to act.
06
Action

Close the loop from insight to intervention

Outcome data has value only if it changes decisions. Mid-program alerts flag participants needing extra support. Cohort comparisons inform curriculum for the next wave. Follow-up signal shapes alumni services. Tracking without action is archiving.

Reports that nobody reads are the same cost as reports nobody can act on.

Step 1: Why most outcome tracking fails — The Formation Gap

Participant outcomes form gradually. A workforce participant's confidence does not jump from 3/10 to 8/10 at the moment a program ends — it climbs across the twelve weeks in between. A case-managed client does not stabilize housing on the final day of service — stability emerges over months of navigated appointments, small decisions, and setbacks. Traditional event-based tracking captures only the endpoints of these trajectories, which means the most decision-relevant information — where change is accelerating, stalling, or reversing — is systematically invisible.

The Formation Gap shows up in predictable ways. Program managers ask "how did cohort B perform compared to cohort A?" and get an answer six months after cohort B ended — too late to change delivery for cohort C. Funders ask "what proportion of participants sustained their outcome at six months?" and receive an answer that combines people who gained and lost employment into a single average, because the follow-up was never linked back to baseline. Boards ask "which program design elements drive the strongest outcomes?" and the analyst cannot answer, because the program change log was never connected to the participant data.

Closing the gap requires four things in sequence — a participant ID that persists from first contact to final follow-up, a locked data dictionary that prevents the Definition Drift, a survey cadence that captures formation rather than just endpoints, and an analysis layer that runs continuously rather than on quarterly export cycles.

Step 2: Designing connected outcome tracking — the four-wave model

Every effective outcome tracking system is built on the same backbone: four waves of data collection, all connected to the same participant ID. The waves are not interchangeable, and skipping any of them breaks the evidence chain.

Wave 1 — Enrollment and baseline. Assign the persistent ID, capture demographics at the point of collection (never retrofitted later), and record baseline measures for every outcome the program intends to change. Pair every quantitative scale with one open-ended reflection that explains the starting point. This is where pre/post survey architecture lives or dies.

Wave 2 — Mid-program check-in. Capture progress signals at the midpoint — confidence, skill, engagement, any leading indicator that predicts the final outcome. Flag participants whose trajectory is off-track while there is still time to intervene. Mid-program data is the single largest differentiator between programs that improve and programs that merely describe themselves.

Wave 3 — Post-program measurement. Mirror the baseline instrument so shifts are computed automatically. Add new instruments that capture immediate outputs — credential earned, employment secured, service accessed — while keeping the persistent ID intact. This wave produces the delta that most funders ask for, but the delta only matters if the participant's starting point was captured in Wave 1.

Wave 4 — Follow-up at 30, 90, and 180 days. The sustainability wave answers whether change held. Outcomes that were real at Wave 3 but absent by day 180 indicate a program that delivers moments rather than trajectories. Outcomes that held or grew indicate sustained change. Legacy survey tools treat Wave 4 as a separate project; connected outcome tracking treats it as the closing of a loop opened at intake.

Step 3: Program outcomes tracking in practice — three nonprofit archetypes

Three nonprofit archetypes

However your program is shaped — the Formation Gap opens in the same place.

Multi-program, partner-delivered, single-cohort. The tools change; the break point doesn't. Here's where event-based tracking fails — and how continuous tracking closes it.

Twelve programs, four states, one reporting cycle. Every program manager uses different survey tools, builds different instruments, and reconciles data at a different cadence. The HQ evaluation team inherits the mess — and the Formation Gap compounds across every program simultaneously.

01
Intake

Each program enrolls

Different forms, different fields, different IDs

02
Delivery

Programs run in parallel

No shared measurement cadence

03
Report

HQ compiles manually

Formation Gap × 12 programs

Traditional stack

Twelve programs × twelve survey tools × zero shared identity.

  • Program managers pick their own tools — Google Forms, SurveyMonkey, Qualtrics, spreadsheets
  • Participant IDs are local to each program; cross-program analysis requires manual matching
  • HQ evaluation gets PDFs quarterly; cohort-to-cohort trends are impossible
  • Funder reporting cycle consumes 80% of the evaluation team's calendar
  • Change in any indicator requires coordinating twelve teams
With Sopact Sense

One identity layer, twelve instrument sets, live dashboards per program.

  • Persistent participant IDs issued centrally; every program inherits the same identity schema
  • Instrument sets vary per program; the data dictionary is enforced centrally
  • Cross-program analysis is one filter, not a reconciliation project
  • HQ, program managers, and funders see their own views of the same live data
  • Indicator changes version automatically; historical data remains comparable

HQ funds the program, sets the outcome framework, and is on the hook to the funder — but implementation happens at twenty partner organizations. Partners submit quarterly reports in their own formats. HQ reconciles after the fact and discovers two partners measured "completion" differently.

01
HQ frames

Outcomes defined upstream

Framework shared in a PDF

02
Partners collect

Twenty implementations

Twenty local interpretations

03
HQ reconciles

The Definition Drift arrives

Outcomes incomparable at roll-up

Traditional stack

A framework in a PDF cannot enforce itself.

  • HQ distributes an outcome framework; partners build their own instruments to match
  • Partners use different tools, indicator names, and thresholds for the same outcome
  • Quarterly submissions arrive in incompatible formats; HQ rebuilds the dataset every cycle
  • "Completion rate" means one thing at Partner A and something different at Partner B
  • Outcome roll-ups across partners are approximations, not comparisons
With Sopact Sense

One shared instrument, one enforced dictionary, partner-level dashboards.

  • HQ builds the instrument once; partners deploy it with local contact enrollment
  • Dictionary definitions and IRIS+ codes are enforced at submission — no interpretation drift
  • Partner-level dashboards are live; HQ gets the roll-up automatically
  • "Completion" means the same thing across every partner, by design
  • Outcome comparison across partners is apples-to-apples from day one

One program, one clearly defined cohort, deep relational work with every participant. The infrastructure need is smaller — but the Formation Gap is sharper, because every individual outcome counts. Losing even 10% of participants between waves breaks the evidence for the cohort.

01
Enroll

30 participants, baseline captured

Identity set, dictionary locked

02
Deliver

12-week intensive, weekly signal

Mid-program check-ins flag risk

03
Follow-up

30 · 90 · 180 days

Sustainability, not snapshot

Traditional stack

Two surveys, a spreadsheet, and hope.

  • Baseline in Google Forms, exit in SurveyMonkey, matched by email at the end
  • No mid-program signal — the intervention window closes before anyone knows it opened
  • Follow-up is a separate project planned after exit; response rates collapse
  • Qualitative reflections live in a Google Doc; quantitative data in a sheet
  • Final report is built in Word the week before the funder deadline
With Sopact Sense

Four connected waves, continuous signal, report-ready on day one of exit.

  • Persistent ID from enrollment — every wave auto-links to the same participant profile
  • Mid-program check-ins trigger alerts for participants showing a dip in leading indicators
  • Follow-up surveys pre-scheduled at enrollment; automated reminders drive response
  • Qualitative reflections themed continuously alongside quant scores
  • Funder evidence pack is live the moment the cohort exits — no assembly phase

Same break, different shape. Continuous outcome tracking is the single architectural change that closes the Formation Gap in every nonprofit archetype — multi-program, partner-delivered, and single-cohort.

See the nonprofit solution

Program outcomes tracking looks different depending on how a nonprofit is organized, but the underlying break is always the same: fragmented tools cannot sustain a participant identity across the full lifecycle. The scenario above shows how the Formation Gap manifests in multi-program, partner-delivered, and single-cohort contexts — and how a continuous pipeline closes it in each case.

Step 4: Comparing outcome tracking approaches

Approach comparison

Outcomes tracking software, side by side.

Three approaches most nonprofits encounter — and the four risks each one handles (or doesn't) before data reaches analysis.

Risk 01

Identity fragmentation

Baseline and follow-up land in separate datasets with no reliable way to link the same person across waves.

15–25% of participants lost per wave to name/email matching errors.
Risk 02

Formation invisibility

Only endpoints measured; the trajectory between baseline and exit — where intervention is still possible — is invisible.

Mid-program course-correction becomes impossible.
Risk 03

Qualitative orphaning

Open-ended reflections archived in a separate system from quantitative scores; the "why" behind the numbers gets lost.

Findings cannot explain themselves.
Risk 04

Reporting lag

Quarterly cleanup cycles delay insight by 6–10 weeks; by the time the report lands, the cohort has moved on.

Insights always arrive too late to act on.
Outcome tracking platforms

Survey stacks, case management, and continuous outcome tracking.

Capability Survey stack (Google Forms + SurveyMonkey) Case-management platform (Apricot, Penelope) Sopact Sense
Section 01

Identity & continuity

Persistent participant ID

Same ID across every wave

None

Each form creates a new response ID; cross-wave linking is manual.

Per-program

Client IDs within a program; cross-program identity requires custom work.

Native, from first contact

Enforced across every wave, instrument, and program.

Cross-wave linking

Baseline → mid → exit → follow-up

Manual matching

Analysts match by name/email; 15–25% loss per wave.

Within system only

Works if every instrument lives inside the CMS; external surveys break the chain.

Automatic

Every response attaches to the participant profile by ID — no reconciliation.

Multi-program identity

Same person across programs

Not supported

Programs operate as silos; no shared identity layer.

Requires configuration

Possible with custom setup; often per-program identity by default.

One person, many programs

Cross-program outcomes are one filter, not a data-integration project.

Section 02

Mixed-method capture

Qualitative linked to quantitative

Same-profile "why" with every number

Separate systems

Open-ended questions live in one tool, scales in another.

Linked, rarely analyzed

Notes fields exist but are rarely themed at scale.

First-class, themed continuously

Intelligent Cell reads each response; Intelligent Column themes across the cohort in real time.

Document & media uploads

Work samples, transcripts, artifacts

Not supported

File upload is limited or paywalled in most survey tools.

File attachment

Stored but not analyzed; viewed one at a time.

Upload + auto-analyze

Uploaded artifacts scored and themed alongside survey data.

Section 03

Analysis & reporting

Pre/post delta computation

Automatic outcome shift per participant

Manual in spreadsheet

Analyst exports, matches, computes; 6–10 weeks per cycle.

Reports module

Canned reports; custom deltas require report builder training.

Automatic, per participant, live

Every response updates the delta in real time.

Continuous analysis cadence

Insight while cohort is still active

Quarterly at best

Cleanup cycle blocks insight until after export.

Depends on configuration

Dashboards exist; refresh cadence varies widely.

Live — minutes from response to dashboard

Formation Gap collapses from months to hours.

Funder-ready exports

Evidence packs, IRIS+ mapped

Word + copy-paste

Report is built manually from multiple exports every reporting cycle.

Built-in reports

Standard reports available; custom funder formats require configuration.

AI-assembled, IRIS+ aligned

Evidence pack generated from live data; ready the day cohort exits.

The difference is not features on a list — it is whether the system treats outcomes as a continuous signal or as a series of one-off reporting events.

See full impact measurement comparison

Close the Formation Gap. See every wave connected, every qualitative reflection themed, every delta live — in a 20-minute walkthrough.

Book a walkthrough

The table above separates the three outcome tracking approaches most nonprofits encounter: stitched-together survey tools (the default), specialized case-management systems (deep but siloed), and continuous AI-native platforms like Sopact Sense. The practical difference is not features on a list — it is whether the system treats outcomes as a continuous signal or as a series of one-off reporting events.

Step 5: Client outcome tracking and enterprise outcome tracking

Client outcome tracking is the social-services variant of outcome tracking, used by case-managed programs where each participant is called a client and progress is tracked across individualized service plans. The same four-wave model applies, but the cadence is often more frequent — a housing-support client may be measured weekly or monthly rather than only at enrollment and exit. The persistent ID requirement is even more critical in this context because the same client may move between services, providers, and funding streams during a single tracking period.

Enterprise outcome tracking applies the same discipline across a multi-program or multi-site organization. A nonprofit running twelve programs across four states does not need twelve outcome tracking systems; it needs one system that supports twelve instrument sets under a single participant-identity layer, with segmentation at the analysis layer rather than at the platform layer. This is the point where spreadsheet-stitched tracking stops working at all — the reconciliation cost grows quadratically with the number of programs, and within eighteen months the organization is buying a dedicated outcome tracking platform to replace the patchwork.

Step 6: Common outcome tracking mistakes and how to avoid them

Treating each survey wave as a separate project. Most tracking failures begin here. If your baseline survey lives in Google Forms and your follow-up lives in SurveyMonkey, you have two disconnected datasets regardless of how carefully you matched participants by name. Track waves inside a single platform with persistent IDs.

Defining outcome indicators after data is collected. Retrofitted definitions produce retrofitted findings. Lock your outcome data dictionary before the first survey goes out, version every change, and document how historical values map to new ones.

Collecting quantitative data only. A confidence score moving from 3 to 8 is a finding; the reason it moved is what makes it actionable. Every key outcome metric should have one paired open-ended question, and qualitative responses should be analyzed with the same rigor as quantitative ones.

Waiting for cohort completion to analyze. The Formation Gap is worst when analysis is a quarterly event. Continuous analysis — Intelligent Cell reading each response as it arrives, Intelligent Column surfacing themes across the cohort in real time — collapses the gap from months to hours.

Confusing outputs with outcomes. Outputs count what the program delivered ("500 training hours delivered"). Outcomes measure what changed for participants ("78% secured employment within 90 days"). Funders increasingly pay for outcomes, and boards increasingly ask for them. Programs that report outputs as outcomes are audited more tightly every year.

Frequently Asked Questions

What is outcome tracking?

Outcome tracking is the continuous measurement of changes in participants' knowledge, skills, behaviors, or conditions over time using persistent participant identifiers. It links baseline assessments to post-program results and follow-up evidence for the same individual, producing the delta that proves a program created change. Most survey tools do not support persistent identity by default.

What is outcomes tracking?

Outcomes tracking is the plural form of outcome tracking, typically used when a program measures several distinct changes at once — for example, a workforce program tracking confidence, technical skill, and employment status in parallel. The methodology is identical: persistent IDs, defined intervals, and connected waves.

What is the value of outcomes tracking?

Outcomes tracking turns activity into evidence. It answers whether program participants actually changed — and it answers that question with a delta, not an anecdote. For funders, this is the difference between accountability (money was spent) and impact (money created change). For program managers, it is the difference between reporting and course correction.

What is continuous outcomes tracking?

Continuous outcomes tracking is outcome measurement that runs as a live signal. Each response flows into a participant's connected record immediately, themes surface from qualitative data as it is collected, and dashboards update in real time. Event-based tracking, by contrast, waits for a cohort to finish and reconciles files manually during quarterly reporting.

What is the Formation Gap?

The Formation Gap is the invisible period between when a participant outcome begins forming and when traditional event-based tracking systems can detect it. Because outcomes form gradually (a client's confidence, skill, or stability climbs across weeks and months), systems that only measure at program start and end systematically miss the formation trajectory — and miss the window where intervention is still possible.

What solutions can help us systematically track case outcomes and performance metrics?

Case outcome tracking requires four elements: persistent client IDs carried across every service touchpoint, a locked indicator framework that separates outputs (services delivered) from outcomes (changes experienced), survey or assessment waves scheduled at meaningful intervals, and an analysis layer that combines quantitative and qualitative data. Sopact Sense provides all four out of the box; generic survey tools provide none of them.

Which tools allow tracking multiple outcome measures in one place?

Tools that track multiple outcome measures in one place must enforce participant identity across instruments. Generic survey tools (SurveyMonkey, Google Forms, Typeform) do not — each survey produces an isolated dataset. Dedicated outcome tracking platforms (Sopact Sense, Social Solutions Apricot, Penelope) do, though they vary widely in qualitative analysis capability and continuous-signal support. Sopact Sense is the AI-native option built on continuous outcome tracking rather than event-based reporting.

What is client outcome tracking?

Client outcome tracking is outcome tracking applied in case-managed social services contexts — housing support, behavioral health, re-entry, family services. Each participant is a client with an individualized service plan, and outcomes are measured at a higher frequency (weekly or monthly) rather than only at enrollment and exit. Persistent client IDs are especially critical because clients often move between services and funding streams during a tracking period.

What is enterprise outcome tracking?

Enterprise outcome tracking is outcome tracking applied across a multi-program or multi-site organization. A single nonprofit running many programs needs one tracking system with many instrument sets under a unified identity layer — not a separate tracking solution per program. Segmentation happens at the analysis layer, not at the platform layer.

How much does outcome tracking software cost?

Dedicated outcome tracking platforms like Sopact Sense start around $1,000 per month for small to mid-size nonprofits, with full AI-native analysis included. Case-management-first platforms (Apricot, Penelope) range from $3,000 to $10,000 per month and often charge per client. Generic survey tools are cheaper ($25–$200 per month) but do not qualify as outcome tracking software because they lack persistent identity.

How often should we track outcomes?

At minimum: enrollment, mid-program, post-program, and one follow-up wave (30, 90, or 180 days, depending on the outcome domain). High-frequency contexts — case management, behavioral health, ongoing coaching — often add weekly or monthly pulses. The cadence question is secondary; the identity-and-linkage question is primary. A weekly pulse with no persistent ID is noise. A quarterly measurement with a persistent ID is signal.

How does Sopact Sense handle outcome tracking differently from legacy tools?

Sopact Sense assigns persistent unique IDs at first contact, links every wave to the same participant profile automatically, runs continuous AI analysis across quantitative and qualitative data as it arrives, and produces live dashboards that update in real time. Legacy survey tools treat each wave as a standalone event; Sopact Sense treats the four waves as one continuous pipeline, so the data is analysis-ready the moment it arrives.

Is outcome tracking only for nonprofits?

No. Impact funds track investee outcomes, foundations track grantee outcomes, training providers track learner outcomes, CSR programs track community outcomes. The methodology is identical across ICPs — what changes is the participant noun (client, grantee, investee, learner) and the indicator framework. The persistent-identity and continuous-signal requirements do not change.

Close the Formation Gap

Outcome tracking that actually tracks — not just tallies endpoints.

Sopact Sense is the data collection origin system for nonprofit outcome tracking. Persistent participant IDs, locked dictionaries, and continuous AI analysis — from first contact to six-month follow-up, all in one pipeline.

  • One participant ID across every wave and every program
  • Mid-program signal while there's still time to intervene
  • Qualitative reflections themed continuously alongside quant scores
  • Funder-ready evidence pack on the day the cohort exits
IRIS+ aligned · AI-native · open stack
Pillar 01 · Identity

Persistent participant ID

Issued at first contact, carried across every wave. Zero re-matching — cross-wave linking is automatic by design.

Pillar 02 · Continuous signal

Formation visible as it happens

Every response flows into live dashboards. Themes surface from qualitative data in real time. No quarterly cleanup cycle.

Pillar 03 · Course-correction

Insight while you can still act

Mid-program alerts flag participants off-track. Cohort comparisons inform curriculum before the next wave starts.

One pipeline — from first enrollment to 180-day follow-up — powered by Claude, OpenAI, Gemini, watsonx.