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.

Anaplan Managed Services EdTech SaaS
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."
Joe Mark — VP of Sales Operations, Renaissance Learning
550+
Sellers across North America and Global teams
~$3B
In annual sales running through the commission model
4+
Years of implementation and managed services
#1
Highest feedback score on Renaissance's annual compensation survey
What we built
Commissions Engine Dispute Management Attainment Reporting Territory Planning Quota Modeling Managed Services
Anaplan Fintech SaaS
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.

12,500
Individual customer contracts modeled with full billing logic
2×
Per month — forecast cadence, up from quarterly
↑
Proactive customer visibility: product team can see volume trends before they impact revenue
"Before this project, our revenue forecast was based on averages — it looked reasonable but it didn't reflect how our business actually works. PlanFlamingo modeled our actual contract logic and now our forecast uses the same math as our billing team. We went from updating quarterly to running it twice a month."
Neil Evans — VP of Finance, MeridianLink
What we built
Revenue Forecasting ARR Definition & Reporting Contract Modeling NetSuite Integration Anaplan Rebuild
Anaplan → Pigment Pigment Agriculture
Riverview LLP

Full Anaplan-to-Pigment migration — financial planning, P&L, cattle projection, labor, and more. Rebuilt from first principles.

Riverview LLP had been on Anaplan for seven years. PlanFlamingo is migrating their entire planning infrastructure to Pigment — a full rebuild covering financial planning, cattle projection, P&L, feed production, labor, balance sheet and cash flow, CapEx, and project management.

Full case study coming soon — pending client review.

7 yrs
Of Anaplan history migrated and rebuilt from first principles
6
Planning modules unified in a single Pigment environment
What we built
Platform Migration P&L Planning Workforce Planning Balance Sheet & Cash Flow CapEx & Debt Operational Modeling
Pigment EdTech
Riverside Insights

Pigment commission engine for 50+ sellers — built and delivered on one of the fastest timelines we've run.

Riverside Insights needed a commission model in Pigment to support their growing sales team. PlanFlamingo built a full commission engine with native Snowflake integration — no middleware, no manual data pipelines.

Full case study coming soon — pending client review.

50+
Sellers on the platform
What we built
Commissions Engine Snowflake Integration Pigment Implementation
Trusted by enterprise teams
Renaissance North America Renaissance Global MeridianLink Riverside Insights Riverview LLP Upwork

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