Planning for Profitability to Support Growing Customer Demand
公司规模
1,000+
地区
- America
国家
- United States
产品
- Visier Workforce Planning
- Visier Workforce Analytics
技术栈
- Workforce Analytics
- Human Capital Management Systems
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
技术
- 分析与建模 - 预测分析
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
- 人力资源
服务
- 系统集成
- 培训
关于客户
The customer is a large financial services company with 50,000 employees. The company operates globally and employs a mix of full-time employees and contractors to maintain profitability. The organization faced challenges in workforce planning due to the use of spreadsheets, which led to inconsistencies, manual errors, and difficulties in version control. The Finance department primarily drove workforce planning, partnering with various business groups that had their own processes and timelines. The company aimed to match staffing levels with growing customer demand and sought to implement a more efficient and accurate workforce planning process.
挑战
The organization needed to match staffing levels with growing demand from customers, including both employees and contract staff around the globe. It had been using spreadsheets to build people strategy and workforce plans. However, planning with spreadsheets made it difficult to establish a consistent process, keep track of versions, and ultimately, ensure the workforce could meet its new goals as it evolved. Workforce planning was driven largely by the Finance department. Analysts in Finance partnered with business groups, which in turn had their own processes, calculations, and timelines for creating plans. When the organization tried to create a consolidated plan, the results were chaotic—due to differences in data, manual errors, and version control issues. The organization wanted to do monthly forecasting, but it proved to be too difficult.
解决方案
The organization hired a director to lead capacity planning and people strategy and decided to implement Visier Workforce Planning. The company already used Visier Workforce Analytics to provide leaders with self-service workforce analytics, offering a unified view of data from multiple workforce data sources. The new planning director saw the value of integrating a planning solution with the workforce analytics solution. The company used Visier to implement a workforce planning process with the right level of governance and rigor. The planning director built relationships with Finance leaders and connected larger groups into the consolidated planning environment within Visier. Using Visier as the single source of truth for workforce information, the director worked with each group to refine their headcount plans each month. More than 100 vice presidents, directors, and managers throughout the organization now use Visier Workforce Planning to capture their headcount needs. The planning director creates a top-level plan in collaboration with each vice president, who then delegates further sub-planning to several directors, who in turn assign managers in their reporting line to refine the plan even more. This layered process of refinement increases the accuracy of the workforce plan exponentially as information is collected from deeper and deeper levels of the business.
运营影响
数量效益
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.
相关案例.
Case Study
Real-time In-vehicle Monitoring
The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”
Case Study
Safety First with Folksam
The competitiveness of the car insurance market is driving UBI growth as a means for insurance companies to differentiate their customer propositions as well as improving operational efficiency. An insurance model - usage-based insurance ("UBI") - offers possibilities for insurers to do more efficient market segmentation and accurate risk assessment and pricing. Insurers require an IoT solution for the purpose of data collection and performance analysis
Case Study
Smooth Transition to Energy Savings
The building was equipped with four end-of-life Trane water cooled chillers, located in the basement. Johnson Controls installed four York water cooled centrifugal chillers with unit mounted variable speed drives and a total installed cooling capacity of 6,8 MW. Each chiller has a capacity of 1,6 MW (variable to 1.9MW depending upon condenser water temperatures). Johnson Controls needed to design the equipment in such way that it would fit the dimensional constraints of the existing plant area and plant access route but also the specific performance requirements of the client. Morgan Stanley required the chiller plant to match the building load profile, turn down to match the low load requirement when needed and provide an improvement in the Energy Efficiency Ratio across the entire operating range. Other requirements were a reduction in the chiller noise level to improve the working environment in the plant room and a wide operating envelope coupled with intelligent controls to allow possible variation in both flow rate and temperature. The latter was needed to leverage increased capacity from a reduced number of machines during the different installation phases and allow future enhancement to a variable primary flow system.
Case Study
Automated Pallet Labeling Solution for SPR Packaging
SPR Packaging, an American supplier of packaging solutions, was in search of an automated pallet labeling solution that could meet their immediate and future needs. They aimed to equip their lines with automatic printer applicators, but also required a solution that could interface with their accounting software. The challenge was to find a system that could read a 2D code on pallets at the stretch wrapper, track the pallet, and flag any pallets with unread barcodes for inspection. The pallets could be single or double stacked, and the system needed to be able to differentiate between the two. SPR Packaging sought a system integrator with extensive experience in advanced printing and tracking solutions to provide a complete traceability system.
Case Study
Transforming insurance pricing while improving driver safety
The Internet of Things (IoT) is revolutionizing the car insurance industry on a scale not seen since the introduction of the car itself. For decades, premiums have been calculated using proxy-based risk assessment models and historical data. Today, a growing number of innovative companies such as Quebec-based Industrielle Alliance are moving to usage-based insurance (UBI) models, driven by the advancement of telematics technologies and smart tracking devices.
Case Study
MasterCard Improves Customer Experience Through Self-Service Data Prep
Derek Madison, Leader of Business Financial Support at MasterCard, oversees the validation of transactions and cash between two systems, whether they’re MasterCard owned or not. He was charged with identifying new ways to increase efficiency and improve MasterCard processes. At the outset, the 13-person team had to manually reconcile system interfaces using reports that resided on the company’s mainframe. Their first order of business each day was to print 20-30 individual, multi-page reports. Using a ruler to keep their place within each report, they would then hand-key the relevant data, line by line, into Excel for validation. “We’re talking about a task that took 40-80 hours each week,” recalls Madison, “As a growing company with rapidly expanding product offerings, we had to find a better way to prepare this data for analysis.”
