Case Study: 50,000-employee Financial Services Company achieves accurate monthly workforce planning and optimized staffing costs with Visier Workforce Planning

Planning for Profitability to Support Growing Customer Demand

A 50,000-employee financial services firm faced growing customer demand and needed to staff globally with a mix of full-time employees and contractors while maintaining profitability. Workforce planning was decentralized and driven by Finance using spreadsheets, which led to inconsistent processes, version control problems, manual errors and an inability to run reliable monthly forecasts.

The company leveraged its existing Visier Workforce Analytics and implemented Visier Workforce Planning under a new director to create a governed, distributed monthly planning process that engaged VPs, directors and managers. The integrated solution unified data from multiple HR systems, improved plan accuracy, enabled easy sharing, supported scenario modeling (e.g., contractors vs. FTEs), and aligned hiring and budget decisions—resulting in better-matched talent to demand and more effective use of workforce spend.