Case Study: Plaid improves headcount planning with ChartHop

How Plaid Improved Org Planning and Collaboration During Massive Scale with ChartHop

Plaid, a financial technology company, needed a better way to manage headcount planning after its people data was scattered across spreadsheets and inboxes. Working with ChartHop and its people operations platform, Plaid sought a single source of truth to track open roles, approvals, compensation, and workforce changes more efficiently.

With ChartHop, Plaid centralized planning data, compared headcount plans against its ATS, used audit history to monitor changes, and created scenarios to support reorganizations before rolling them out companywide. The result was faster, more collaborative planning with fewer meetings, easier downstream recruiting operations, and greater confidence in workforce decisions thanks to always-up-to-date data.

Plaid

Dan Beksha

Head of Strategic Planning