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    Workforce Planning Redesigned With Anaplan For An Emerging IT Firm

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    case study
    • IT/ITeS
    • Anaplan
    Problem Statement Problem Statement

    The organization faced significant challenges in people management because it relied on manual and decentralized methods that heavily relied on individual expertise. Employee details were spread out in emails and spreadsheets, leading to inefficiencies, more mistakes, and delays in decision-making. As the company expanded, these cumbersome processes hindered effective resource allocation and limited visibility into critical workforce metrics such as performance and skill gaps.

    Key Challenges Key Challenges
    • Lack of a single source of truth for Demand Management.
    • Requirement Planning done majorly on spreadsheets.
    • No guidance for recruitment and skill gap assessment.
    • Manual processes with no reporting in place for mapping.
    Solution Implemented Solution Implemented
    • Role-Based Access: Restrict access for resource planning and management.
    • Centralized Repository: Link Master Employee Data with allocation status.
    • Sales and Demand Integration: Connect the sales pipeline to the demand tracker.
    • Data Automation: Streamline data flow from multiple sources.
    • Financial Tracking: Compare booked amounts from timesheets with purchase orders.
    • Utilization Visibility: Show resource utilization for the current and next two fortnights.
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    Business Impact
    • Provided 100% visibility via consolidated dashboards for resource allocation.
    • Automated 20+ Excel reports within Anaplan.
    • Reduced lost opportunities by 80% with improved demand forecasting and resource allocation.

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