Chicago, 60601, IL,
United States
Spaulding Ridge
Spaulding Ridge, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Spaulding Ridge collaboration with software players such as Anaplan, DocuSign and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Spaulding Ridge | Oracle | Oracle NetSuite ERP | ERP Financial | ERP Financial Management |
| Spaulding Ridge | Anaplan | Anaplan Quota Planning | Configure Price Quote (CPQ) | SPM |
| Spaulding Ridge | Anaplan | Anaplan Integrated Business Planning | Integrated Business Planning | SCM |
| Spaulding Ridge | Anaplan | Anaplan Compensation Planning | Compensation Management | HCM |
| Spaulding Ridge | DocuSign | Docusign IAM | Intelligent Document Processing | Content Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Cognizant | Professional Services | 349800 | $19.7B | United States | Anaplan | Anaplan Compensation Planning | Compensation Management | 2020 |
In 2020 Cognizant implemented Anaplan Compensation Planning, the Apps Category "", to support sales planning, associate attainment tracking, reporting, and incentive compensation management. The engagement with Spaulding Ridge concentrated on sales and finance process areas across the US and the global organization, and targeted consolidation of fragmented spreadsheet processes while improving governance.
Anaplan Compensation Planning was configured as a set of refreshed planning models that embedded sales planning, attainment tracking and incentive calculation workflows for the 2022 planning cycle. Configuration included model orchestration for quota allocation, attainment data capture and standardized reporting templates, aligning planning inputs with compensation engines and finance reporting views. The deployment leveraged Anaplan model modularity to separate planning logic from reporting artifacts, enabling iterative model refreshes ahead of the 2022 cycle.
Deployment used the Anaplan cloud model environment to centralize calculation and version control while supporting distributed data stewardship across sales operations and finance teams. Operational scope included US and global sales and finance functions, with model ownership and data stewardship assigned to cross-functional teams to manage ongoing updates. No specific third party system integrations were declared in the engagement notes.
The project emphasized governance and process changes, instituting a regular model refresh cadence and tighter controls around attainment data and incentive rule definitions to improve tracking and auditability. The refreshed Anaplan models were prepared for the 2022 planning cycle and intended to institutionalize improved tracking and governance across compensation and sales planning workflows.
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Flexera | Professional Services | 2000 | $400M | United States | Anaplan | Anaplan Quota Planning | Configure Price Quote (CPQ) | 2024 |
In 2024 Flexera implemented Anaplan Quota Planning using Anaplan Territory & Quota capabilities to streamline territory alignment and quota assignments for its GTM sales organization. The deployment positioned Anaplan Quota Planning at the center of quota modeling and territory configuration, and it explicitly leverages the Territory & Quota Apps Category for sales planning and allocation workflows.
The implementation built modular Anaplan models for territory mapping, quota assignment logic, and allocation rules, with configuration emphasizing centralized quota calculations and scenario-based adjustments. Functional capabilities implemented included territory alignment, quota distribution calculations, role based access for planners, and automated quota rollups to support consistent GTM decisioning.
Implementation work was done in partnership with Spaulding Ridge and Anaplan, and the rollout targeted Flexera sales operations and GTM teams across regional selling units. Operational coverage focused on quota setting and territory assignment processes within the sales organization, and the project connected model outputs into existing sales planning consumption patterns.
Governance changes included standardized quota assignment workflows, approval gates inside the Anaplan models, and a controlled cadence for quota updates and territory realignments. The initiative delivered faster time to value, reduced manual work, and improved quota accuracy and equity across regions as stated by the implementation team.
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Flowserve | Manufacturing | 16000 | $3.6B | United States | DocuSign | DocuSign CLM | Contract Lifecycle Management | 2023 |
In 2023 Flowserve implemented DocuSign CLM to automate contracting across its global manufacturing operations, applying Contract Lifecycle Management to a company with operations in over 50 countries and a complex sales and legal footprint. The initiative responded to a documented reliance on email, snail mail, spreadsheets and phone calls for contracts, which created rework, missed renewals and pricing erosion according to legal operations leadership. Dundi Thompson, project manager in legal operations, framed contracts as valuable assets and led the push to centralize contract management.
DocuSign CLM was configured to automate the full contract lifecycle, including template based agreement generation, centralized document collaboration and native e signature orchestration. The implementation embedded DocuSign CLM inside Salesforce so sales users could generate and manage agreements from the CRM, preserving user workflows and reducing context switching. The solution established a single repository for contract authoring and negotiation, improving visibility into status and expiration windows.
The deployment integrated DocuSign CLM with the organization s existing Salesforce environment and extended the company s prior use of DocuSign e signature, with Spaulding Ridge serving as the system integrator for the rollout. Sales teams were prioritized in the initial phase, enabling reps to produce sales agreements with a single click and collaborate on documents in one central spot within Salesforce. Legal operations and sales were the primary business functions impacted, with cross functional collaboration enabled by the CLM platform.
Governance and process change were driven by legal operations, which centralized workflows and reduced reliance on emails and spreadsheets for approvals and renewals. Embedding DocuSign CLM in Salesforce served as a control point to standardize agreement templates and streamline sales contracting workflows. The phased approach, starting with sales, enabled rapid adoption inside the operational system of record.
The implementation delivered measurable business outcomes reported by the customer, bringing greater speed and visibility to contracts and increasing profit margins by 30 percent.
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Manufacturing | 16000 | $3.6B | United States | DocuSign | Docusign IAM | Intelligent Document Processing | 2024 |
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Retail | 55000 | $14.7B | United States | Anaplan | Anaplan Integrated Business Planning | Integrated Business Planning | 2022 |
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Buyer Intent: Companies Evaluating Spaulding Ridge Services
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