How BluePlanner Enabled Tata Consumer Products to Simplify and Improve Their Annual Planning Process

Tata Consumer Products UK Limited is a UK FMCG manufacturer with a primary focus in Tea, Coffee and beverage drinks and is is part of the world’s number 2 branded tea company.  

Since 2017, UpClear has partnered with Tata UK since they launched an initial project to explore ‘best practices’ within FMCG for integrated business planning process across both functions and geographies. 

Tata UK uses UpClear’s revenue management SaaS system- “BluePlanner” -for sales planning and trade promotion management, providing the business with an integrated single solution for the organisation to plan, proactively manage and execute their revenue, trade investment and volumes efficiently and effectively. 

Their Project Manager had this to say: “BluePlanner [is] industry leading… the best fit to our UK business and gave us the opportunity to add additional functionality and even expand to other countries within our business. Our assessment found UpClear to be particularly strong in supporting our key processes, usability & accessibility, implementation methodology, cultural fit and future proofing.” Key benefits delivered are:

  • Provides commercial teams with a “one-stop-shop” to manage their customers  
  • Drives and enables efficient and effective ways-of-working and business processes   
  • Provides accurate, timely, live data, with insights empowering proactive decision making  
  • Delivers accurate projections of volume, spend and costs for latest estimates, forecasts and budgetting    
  • Enables accurate, live, financial accrual management and helps automate customer claims processes   
  • Improves ROI insights across customers, brands and categories enabling proactive decision making to drive more efficient and effective trade spend 
  • Ensures clear governance and control of spend

 “BluePlanner has provided us with a much more aligned approach to planning and reviewing our forecasts and budgets. The ability to report and review performance and forecasted costs in month has been incredibly beneficial to us as a business too. Flagging issues and opportunities earlier than we have been able to do before.”

– Commercial Strategy & Planning Manager  

As many FMCG firms are currently completing their top down and bottom up 2026 planning, the key benefits for this process include:

  • One system for the creation of bottom up annual plans including baseline volumes and promotional uplifts, including New Product Development launches 
  • Ability to review of the ROI and value of promotions and compare promotion forecasts (evaluating the profitability with or without the promotion)  
  • One system for the business to review & analyse aggregated total baseline and promotional volumes, promotional calendars and associated trade investment as well as the total aggregate revenue and trade spend for the full year

“BluePlanner is much easier to use for budgeting and forecasting than before and the level and quality of reporting is significant”

– Senior Business Manager

Want to learn more?

About UpClear

At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software—providing a single source of truth, streamlined automation, and actionable insights. 

BluePlanner Revenue Management software supports end-to-end processes, from Annual Operating Planning to Account Planning and Execution

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