UpClear
52 Case Studies
A UpClear Case Study
King’s Hawaiian, the family-owned maker of the #1 branded dinner roll in the U.S., faced a fragmented Trade Promotion and Deduction process driven by decentralized, nonstandard spreadsheets. After an RFP process they selected UpClear’s BluePlanner for its end-to-end TPM coverage, forecasting flexibility and user-friendly design to provide integrated, real-time promotion tracking and streamlined deduction processing.
UpClear implemented BluePlanner using a rapid 80/20 template approach and a pilot-first deployment, rolling the system out to the sales team in three months and to brokers shortly after. The UpClear solution centralized forecasting, promotional planning and deductions, eliminated over 300 spreadsheets, cut average deduction reconciliation time to 7 days (removing about 5 emails per deduction), sped planning from months to weeks, and delivered clearer, real-time reporting and workflow control.