UpClear Takes Five Enterprise Planning Best-in-Class Distinctions from Promotion Optimization Institute 

UpClear has been awarded five “Best-in-Class” distinctions by the Promotion Optimization Institute (POI) in their 2022 Enterprise Planning (EPx) Vendor Panorama: 

TPx Users Experience 
Headquarters Analytics & Insights 
Internal Collaboration 
TPx for Tier 2/3 and Tier 1 International Geographies 
RGM for Tier 2/3 and Tier 1 International Geographies 

The Promotion Optimization Institute brings together manufacturers, retailers, solution providers, analysts, academics, and other industry leaders to advance the industry for profitable growth.  The announcement of the Best-in-Class distinctions follows their extensive vendor capability evaluations, including UpClear’s platform: BluePlanner. 

The term “EPx” is used to describe business systems used by Consumer Goods manufacturers in four main categories: Trade Promotion Management (TPM), Trade Promotion Optimization (TPO), Integrated Business Planning (IBP) and Revenue Growth Management (RGM).  “TPx,” another phase used in the report, is generally used to describe the combination of TPM, pre-post ROI, and what-if scenario planning.   

Pam Brown is the Chief Commercial Officer of the Promotion Optimization Institute. “At POI we believe there are some significant functionality differentiators that merit mention as a group. We are pleased to highlight vendor best-in-class distinctions to draw attention to how critical these specific capabilities are to CPG manufacturers.”  

The POI EPx Best-in-Class accolades closely follow another UpClear award in 2022, the company’s ninth consecutive listing on Inc. 5000.  The POI EPx Panorama report details information on capabilities across more than 22 functionality distinctions.  You can access the full 2022 EPx Vendor Panorama as a member of the Promotion Optimization Institute.    

More about UpClear’s EPx Best-in-Class Distinctions 

TPx User Experience (UX) 

Recognizes solutions with a user experience that best drives engagement from users, increases total business visibility and reduces administrative burden for the enterprise planner.   

Headquarters Analytics & Insights 

Acknowledges vendors with the best headquarters pricing & promotion analytics and optimization capabilities.  

Internal Collaboration 

Identifies capabilities that deliver the best cross-functional company engagement.  This is defined as the ability to leverage enterprise insights across business unit through holistic enterprise planning capabilities.  The outcomes driven by these characteristics are increased buy-in from internal partners, visibility across the enterprise, one version of the truth, and efficient & effective people, processes, and capabilities.  

TPx Tier 2 & 3 Organizations &/or Other Tier 1 International Geo 

POI defines “Tier 1” as Consumer Goods Manufacturers with revenue over $1B, “Tier 2” as revenue between $250M and $1B, and Tier 3 as companies with revenue up to $250M.  This award recognizes platforms for TPM and TPO (i.e. “TPx”) that stand out because their utilization of templatized process, streamlined capabilities, and configuration that facilitates simplicity and quick implementations for companies in these tiers and/or geographies. 

RGM Tier 2 & 3 Organizations &/or Other Tier 1 International Geos 

Using the aforementioned tier definitions, this award identifies vendors with RGM solutions focused on the needs of Consumer Goods companies in in these tiers and/or geographies that can be deployed quickly.  Using templating and configuration, these RGM capabilities are typically focused on robust pricing and promotion optimization needs.  As described by POI, “the sweet spot here is ‘solid, just enough’ RGM capabilities that are fast to deploy.” 

About UpClear 

UpClear makes Revenue Management software used by Consumer Goods brands around the globe. Its BluePlanner platform is an integrated solution supporting Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning, and Revenue Growth Management. 

UpClear serves global and regional brands in over 25 countries across North America, Europe and Asia. 

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