Resources › Efficiency • Oct 29th 2025

Clare Rose Case Study

As the fourth generation of leadership stepped in, Clare Rose knew their outdated tools and manual processes, like defaulting new customers to weekly deliveries and dealing with constant off-day service, were unsustainable. The lack of clean data made strategic territory planning nearly impossible.By integrating Wise Systems’ Strategic Planner with Encompass, Clare Rose found the “control panel” they needed to fix their operations synergistically.Download the case study to learn the key results:
 
  • How a 120-minute implementation led to immediate, self-sufficient territory realignment.
  • The dramatic impact of exposing and correcting flawed account setup logic and volume classification issues.
  • How they brought their most costly inefficiency—high off-day deliveries—underfull control and trending toward a new industry benchmark.
See how data-driven planning can transform chaos into a flexible, efficient delivery model.

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