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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of UpClear BluePlanner Integrated Business Planning Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Back to Nature Consumer Packaged Goods 25 $50M United States UpClear UpClear BluePlanner Integrated Business Planning Integrated Business Planning 2024 n/a In 2024 Back to Nature implemented UpClear BluePlanner Integrated Business Planning in the United States, initiating the project in October 2024 to standardize account and promotional planning workflows. The deployment centered on UpClear BluePlanner Integrated Business Planning and established bottom-up account plans and end-to-end planning-to-execution workflows consistent with the Integrated Business Planning category. The implementation configured functional modules for account planning, promotional planning and payments, and included an ERP interface to SAP to support accruals and reconciliation and to improve financial visibility. Promotions capability reached go-live in March 2025 and the payments integration went live in July 2025, creating a staged rollout sequence from planning pilot to operational promotion execution. Operational coverage focused on sales and finance functions across the United States, with governance that formalized planning-to-execution orchestration and aligned account-level planning with financial accrual and reconciliation processes.
Blue Diamond Growers Consumer Packaged Goods 1800 $1.6B United States UpClear UpClear BluePlanner Integrated Business Planning Integrated Business Planning 2020 n/a In 2020, Blue Diamond Growers deployed UpClear BluePlanner Integrated Business Planning in the United States to centralize planning, improve sales operations and control trade spend. The project started and went live in 2020, establishing a single planning platform intended to align sales, finance and operations. The implementation emphasized a Planning module go live, with configuration of sales operations workflows and trade spend management capabilities. BluePlanner was later extended with settlement and analytics components, creating a consolidated repository for customer investment data and profitability analysis and enabling faster fiscal year planning cycles. Operational coverage focused on United States operations, and the deployment instituted cross functional alignment among sales, finance and operations through standardized planning cadence and settlement workflows. Integrations and progressive configuration work connected planning outputs to settlement and analytics processes, improving visibility of customer investment and profitability and providing governed processes for trade spend decisions.
Tata Consumer Products Consumer Packaged Goods 3040 $1.7B India UpClear UpClear BluePlanner Integrated Business Planning Integrated Business Planning 2024 n/a In 2024 Tata Consumer Products US completed Phase 1 of an UpClear BluePlanner Integrated Business Planning TPM and account planning deployment in the United States. The project deployed UpClear BluePlanner Integrated Business Planning as a central planning layer to align commercial planning and promotional management. The implementation concentrated on TPM, account planning, demand forecasting and trade spend capabilities inside BluePlanner, enabling account level plan creation, promotional spend tracking and forecast alignment to produce cross functional planning insights. UpClear BluePlanner Integrated Business Planning was used to connect account planning, forecasting and trade spend processes within a single application framework. Rollout was executed as a phased deployment with Phase 1 focused on the United States, targeting commercial, trade operations and finance functions to improve planning cadence and visibility. The initiative sought faster, more detailed visibility and control over trade spending and to enable integrated planning between sales, finance and trade operations.
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