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.

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 eight years. As their business changed, the legacy model grew increasingly difficult to maintain and slow to evolve. The platform itself wasn't the problem — it was that years of accumulated complexity made every adjustment a project, and the team had become dependent on a Master Anaplanner to get anything done.

The rebuild was the moment to ask a bigger question: where should Riverview's planning live for the next decade? PlanFlamingo evaluated both Anaplan and Pigment side-by-side. Pigment's more flexible base architecture, easier ongoing maintenance, and native AI capabilities made it the better long-term fit for how Riverview operates. We recommended a clean-slate rebuild from first principles rather than another patch on the legacy model.

We rebuilt the entire planning infrastructure in Pigment — covering financial planning, cattle projection, P&L, feed production, labor, balance sheet and cash flow, and CapEx and debt. Historical data going back to 2013 is integrated live with the source systems. We documented the new model in plain language any team member could pick up, and trained the finance team on the logic underneath — not just how to click around.

Today the team is significantly more capable than they were on Anaplan. They're producing new reports on demand, making adjustments live as the business changes, and using real AI connected to their planning workflows — including auto-generated reporting decks that previously took weeks to assemble. They're using planning as a strategic lever, not waiting in a queue for someone else to do it.

→ Read the full Riverview case study

"I was interested in Pigment but wasn't sure if we should move off Anaplan after eight years. PlanFlamingo helped us evaluate both options honestly and make the decision with confidence. Once we committed, they helped rebuild our entire planning infrastructure from first principles. Our team is more capable than previously, and we're exploring AI capabilities we couldn't have touched."
Rick Metzger — VP of Finance, Riverview LLP
8 yrs
Of Anaplan history migrated and rebuilt from first principles (data back to 2013)
6
Planning modules unified in a single Pigment environment
AI Enabled
Real AI connected to reporting and planning workflows — including auto-generated reporting decks
What we built
Platform Migration P&L Planning Workforce Planning Balance Sheet & Cash Flow CapEx & Debt Operational Modeling
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 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.

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

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