Enhancing Workforce Budgeting with Anaplan Integration

Challenge:

The client faced significant limitations in workforce budgeting due to the existing Enterprise Data Warehouse (EDW). The EDW provided only general cost data, making it impossible to drill down into employee-level details. This lack of granularity created challenges in planning workforce costs accurately, especially when handling sensitive salary data.

The client needed a robust solution to enable precise workforce cost budgeting while safeguarding sensitive information.

Solution:

To address these challenges, a Workforce Budget Model was developed to ensure accurate reporting and planning at the individual employee level. The solution included:

Consolidated workforce data at granular level, including costs, from the HRMS into Anaplan, enabling detailed planning and analysis.

Leveraged Anaplan for its flexibility and scalability in workforce budgeting

Consolidated workforce data, including costs, from the HRMS into Anaplan, enabling detailed planning and analysis.

Restricted access to sensitive salary information, ensuring data confidentiality using Anaplan’s selective access. Only a select group of authorized users could view and manage this information.

Also, incorporated new employee expense records into the budget model, accounting for salaries, benefits, and other workforce-related costs, ensuring alignment with growth projections across multiple locations.

Outcome:

The implementation of the Workforce Budget Model resulted in transformative improvements:

The client achieved detailed workforce budgeting and forecasting based on granular data, leading to better alignment with organizational growth projections.

With a clear view of workforce costs and planning across various locations, the client was able to allocate resources more efficiently.

The HR team, as the primary end users, gained a powerful tool for managing workforce budgets, allowing them to streamline planning and decision-making processes.

Due to the success of the Anaplan approach, the budgeting process, which initially started with the US region, was further expanded to MX, CA, APAC, and EMEA.

Enhancing Workforce Budgeting with Anaplan Integration

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