UpClear has been awarded five “Best-in-Class” category distinctions by the Promotion Optimization Institute (POI) in their 2024 Consumer Goods Enterprise Planning & Retail Execution (EPx) Vendor Panorama:  

1. TPx User Experience  
2. Internal Collaboration 
3. TPx Analytics, Dashboarding, Reporting 
4. TPx for Tier 2 & 3 Organizations and/or Tier 1 International Geos 
5. RGM for Tier 2 & 3 Organizations and/or Other Tier 1 International Geos  

POI Background 

POI is an organization that connects manufacturers, retailers, solution providers, and industry leaders to enhance enterprise planning and the promotion and distribution of consumer goods. They present insights and guidance for professionals in sales, marketing, and merchandising in the consumer goods sector. The distinctions are detailed below.  

Best-in-Class Distinction Breakdown 

TPx User Experience (UX) 

This category evaluates the TPx user experience (UX) for how it drives engagement and adoption with users, increases total business visibility and reduces administrative burden for the enterprise planner.  

Internal Collaboration 

This category assesses how the solution facilitates cross-functional company engagement to leverage insights across business units.   It measures how holistic enterprise planning capabilities are with a desired outcome being increased buy-in from internal partners. 

TPx Analytics, Dashboarding, Reporting

The solutions are evaluated on how well they are designed to enable effective decision-making and timely action by helping users quickly understand insights and trigger the most appropriate initiatives. They look at how the systems deliver the user experience by integrating ergonomic and graphical elements within a cohesive interface.  

TPx for Tier 2 & 3 Organizations/Or Tier 1 International Geos

This category evaluates how the solution utilizes templatized processes or streamlined capabilities and configuration providing simplicity and quicker implementations for companies that fall into POI’s definition of Tier 2 and Tier 3 and Tier 1 companies in international geographies.  

RGM for Tier 2 & 3 Organizations/Or Other Tier 1 International Geos

This category assesses how well the solution delivers RGM capabilities specifically designed for quicker implementation with companies that fall into POI’s definition of Tier 2 and 3 and Tier 1 international geographies. 

How to Get the Report

If you would like access to the full POI 2024 Consumer Goods Enterprise Planning & Retail Execution Vendor Panorama, please visit the POI website, poinstitute.com 

About UpClear 

UpClear makes software used by Consumer Goods brands to improve the management of sales & trade spending. Its BluePlanner platform is an integrated solution supporting Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning, and Revenue Growth Management.