Case Study: Invoca boosts productivity by 50% with TeamOhana

Invoca boosts productivity and collaboration by 50%

Invoca, a growing company, faced significant challenges with its manual and disjointed headcount management process. Using multiple spreadsheets and systems like Namely and Greenhouse led to outdated forecasts, a lack of a single source of truth, and poor collaboration between Finance, Talent, and HR teams. This inefficiency required a full-time Finance analyst dedicated solely to the arduous task of reconciling headcount data, which was often incomplete or incorrect.

To solve this, Invoca implemented the headcount management platform from TeamOhana. This provided a single, collaborative source of truth for all headcount data, automating previously manual workflows for approvals, reconciliations, internal transfers, and terminations. The results were substantial, including a 50% boost in team productivity and collaboration, a 100% reduction in manual budget reporting, and the reallocation of a full-time employee to higher-value work, saving the company a significant amount of time.

Invoca

Daniel Fulmer

Finance Director