Client Stories

What real implementations look like

Not case study summaries. The actual problems, what we built, and what changed. Every engagement is different — these give you a real sense of the work.

Client details shared with permission. Suggested quotes pending final approval where noted.

Renaissance

A commission engine for 550+ sellers across North America and Global — with territory modeling, daily attainment reporting, and dispute resolution all in one place. Going on four years.

Renaissance is one of the largest education SaaS companies in the world, with roughly $3 billion in annual sales. When they came to PlanFlamingo, their compensation process was largely manual — manageable in a spreadsheet world, but increasingly untenable at 350–400 North American sellers and growing.

We built their commission calculation engine in Anaplan for the North America team first, covering account executives, CS teams, and SDRs across the full range of plan structures — multi-tier logic, accelerators, overrides, and everything in between. Attainment tracking updates daily, so reps always have a current view of where they stand. We then extended the same infrastructure to their Global team, which added another 150–200 sellers across additional territories and plan structures.

On disputes: Full visibility into commissions surfaced disputes that had previously gone unresolved. Rather than treat this as a problem, we built a structured dispute management workflow directly into the model — so every dispute has an owner, a resolution path, and a closed-loop outcome. The process that used to happen over email now lives in the same place as the commission calculations themselves.

We also built their territory and quota modeling — account segmentation, territory mapping and balancing, and a quota-setting framework that connects capacity assumptions to achievable targets before plans go live. PlanFlamingo has been managing and evolving the Renaissance Anaplan environment for over four years.

"PlanFlamingo has been a fantastic partner in developing our integrations, models, and pages. Due to these efforts, the tool received the highest feedback score on our annual compensation survey and has made our commissions process exponentially more efficient, enabling us to implement our strategic vision."
Jack McLaughlin — VP of Sales Operations, Renaissance Learning
MeridianLink

Revenue forecasting rebuilt from averages to actual contract logic — 12,500 contracts modeled, and a forecast cycle that went from quarterly to twice a month.

MeridianLink is a SaaS company serving financial institutions. Before this engagement, their revenue forecast was built on a straightforward methodology: average volumes by product category, average rates by category, then adjustments up or down by a percentage. It looked reasonable. But it didn't reflect how their business actually works.

MeridianLink's revenue is contract-driven. Every customer has a specific contract with minimum commitments, tiered usage rates, and group-level thresholds that determine billing — and no two contracts are quite the same. The percentage-based model couldn't see any of that. It produced a number, but not one grounded in the actual billing logic their finance team understood.

We rebuilt the revenue model in Anaplan to replicate MeridianLink's NetSuite contract logic at the individual contract level — 12,500 contracts in total. The model ingests contract data, applies minimum commitments, runs usage through the tiered rate structure for each customer, and produces a forecast that uses the same math as their billing team.

The result is a fundamentally different view of their business. Finance can now distinguish committed revenue from overage revenue. They can see usage trending by customer — which means the product team can proactively reach out when a customer's volumes are declining, before it hits the forecast. And because the model is fast and accurate enough to trust, they've moved from quarterly forecast updates to running it twice a month.

As the model matured, we also worked with MeridianLink to redefine how they measure and report ARR. With contract-level data now flowing through the model, the team was able to move from a high-level ARR approximation to a definition grounded in actual contract terms — committed minimums, active tiers, and renewal visibility. That shift gave finance and the board a more accurate picture of recurring revenue and how it's growing.

Riverview LLP

Seven years of accumulated Anaplan complexity, rebuilt from first principles — and a team that can finally run their own planning model.

Riverview LLP had been on Anaplan for seven years. In that time, the model had grown around their business rather than with it — logic layered on logic, workarounds built on workarounds. It worked, mostly. But finding data in it was hard, understanding it was harder, and making changes was something only a specialist could do. The team had stopped trying.

We migrated Riverview from Anaplan to Pigment — not just a platform swap, but a full rebuild of how their planning works. We started from first principles: what does this business actually need to model? The result is a unified Pigment environment covering cattle projection, P&L, feed production, labor, balance sheet and cash flow, CapEx and debt, and project management — all in one place, all connected.

The most significant change wasn't in the platform — it was in who can use it. On Anaplan, the model was effectively inaccessible to the people it was meant to serve. In Pigment, the Riverview team navigates it themselves. They know where their data is. They can make changes. They've connected the AI functionality to their planning workflows. The model went from something that existed for compliance to something people actually rely on.

This engagement is a good illustration of something we see often: the platform isn't always the problem, but the architecture is. Seven years of Anaplan wasn't wasted — it meant Riverview knew exactly what they needed. Starting clean, in the right place, made all of it work.

Riverside Insights

A full commission model in Pigment, live for Q1 — built and delivered in four weeks. The fastest implementation we've ever run.

Riverside Insights needed a commission model live in time for Q1. That meant a four-week window from kickoff to go-live — the tightest timeline we've worked within. We built it in Pigment.

The speed was possible largely because of Pigment's native integration architecture. Riverside Insights had their data in Snowflake, and Pigment's point-and-click connector meant the data pipeline was up in hours, not weeks. No middleware, no IT bottleneck, no integration project running alongside the build. We could focus on the model.

Pigment's AI features were central to the delivery. For a 50-person sales team, the ability to use Pigment's AI Modeler to build and validate logic quickly — without requiring a large model development cycle — meaningfully compressed the timeline. We weren't just moving fast; we were building with a platform designed for it.

The model went live on schedule, and the Riverside Insights team was able to use it from day one — no extended handoff required.

Trusted by enterprise teams
Renaissance North America Renaissance Global MeridianLink Riverside Insights Riverview LLP Upwork

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