4
Case Study
Global Asset Manager: HR Workforce Planning
How a 2,800-person asset manager moved from two-week consolidation cycles to real-time workforce visibility with Anaplan.
How a 2,800-person asset manager moved from two-week consolidation cycles to real-time workforce visibility with Anaplan.
The client
A global asset management firm with 2,800 employees operating across multiple jurisdictions. The HR and Finance teams needed better visibility into workforce costs and headcount planning to support the firm's growth strategy.
The challenge
The firm's workforce planning processes were manual and time-consuming. Consolidating headcount and cost data across regions took two weeks, and ad-hoc queries from leadership could take up to two weeks to answer. HR and Finance operated in silos, making integrated people planning nearly impossible.
Two-week cycle to consolidate workforce data across all regions and entities.
Leadership questions about workforce took up to two weeks to answer.
No integrated view of headcount planning and financial impact.
Unable to model restructuring or growth scenarios quickly.
What we did
We implemented an Anaplan workforce planning solution that connected HR data with financial planning, enabling real-time visibility into people costs and capacity across the organisation.
Position-level planning with role hierarchies, reporting lines, and location tracking.
Salary, bonus, and benefits modelling with automatic financial rollup.
What-if scenarios for restructuring, growth, and compensation changes.
Self-service dashboards for HR and Finance leadership.
The results
Workforce consolidation moved from a two-week manual process to real-time automated reporting. Leadership queries that previously took two weeks can now be answered in 3-4 days, with many available self-service. HR and Finance now operate from a single source of truth for all people planning.
What they said
"For the first time, we have a single view of our people costs that both HR and Finance trust. The ability to model scenarios quickly has been invaluable as we navigate growth and organisational changes."
Let's talk about your planning challenges. References available on request.