Streamlined Headcount Planning for Enhanced Workforce Management

About Client

A multinational company based in the USA, which has been connecting and inspiring people around the globe with impactful meetings and events since 1937.

Challenge:

With over 1,000 employees spread across global locations, managing headcount data was critical for aligning workforce capacity with strategic objectives, optimizing operational budgets, and enabling precise employee categorization and forecasting.

However, the use of multiple workbooks and numerous sheets created a complex and inefficient process for workforce analysis. Key challenges included:

  • Fragmented Analysis: Tracking and comparing data required toggling between disparate sources, complicating workforce analysis
  • Inefficiency in Updates: Employee location changes had to be updated across multiple sheets, consuming excessive time and resources
  • High Risk of Errors: Manual data entry led to frequent errors and inconsistencies, impacting the accuracy of budgeting and resource planning

Solution:

We implemented a centralized headcount management system, addressing inefficiencies and introducing enhanced capabilities:

  • Seamlessly extracted employee headcount data from Ultipro, a global payroll software and processed in Anaplan for advanced workforce planning and budgeting.
  • Consolidated actual headcount and per-head costs into Anaplan modules enabling real-time budget comparison through custom UX pages.
  • Deployed the solution in the US first, scaling globally to ensure seamless integration and adoption across regions
  • Enhanced categorization capabilities, allowing employee data segmentation by Department, Role, Employment Type (full-time, part-time, hourly), Tenure, and Location, reducing error margins with individual segment lists.
  • Delivered monthly reports that highlighted key trends, variances, and projections, providing the HR team with actionable insights into employee count and associated costs.
  • Utilized Anaplan’s selective access control to provide regional-level access to the hierarchical list, ensuring tailored visibility and control while maintaining centralized oversight.

Outcome:

  • Reduced processing time by over 60%, from 10 business days to 3–4 days per month, saving approximately 72 business days annually.
  • Simplified analysis through customizable, multiple-view options for the HR Team.
  • Minimized errors, enabling more reliable budgeting and resource allocation.
  • Enabled HR teams to focus on strategic planning rather than manual data management.

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