Leading Non-Banking Financial Company Transforms Workforce Planning with GenXAI’s Anaplan Solution

~$500M Revenue Supported 10,000+ Employees Planned 100+ Departments Aligned

THE CHALLENGE

The manual processes slowing down workforce decisions.

A non-banking financial company (NBFC) engaged in consumer finance and commercial lending — including two-wheeler financing, loyalty customer loans, loans against property, working capital loans, and machine loans — faced critical workforce planning challenges limiting its ability to scale.

Manual, Excel-Based Workflows: Difficult to track versions and final copies of the plan

Multicurrency & Geographic Complexity: Planning spanned multiple currencies, countries, and geographic regions

Limited Planning Agility: Lack of simulation or what-if analysis capabilities

Granularity Gaps: No employee ID (position) level planning

THE GENXAI SOLUTION

How we transformed workforce planning.

A tailored Anaplan solution designed specifically for the organization’s workforce planning requirements.

Driver-Based Workforce Planning

•Workforce demand planning by line of business
•Evaluation of internal workforce supply
•Driver-based headcount and cost modeling

Workflow & Approvals

•Workflow and approvals built for new headcount requests
•Tracking of requested headcount through hiring

Reporting & Simulation

•Data collaboration and simulation reporting to see cost impact by employee band, pay grade, and country
•Role-based access enabled through workflow
•Month-on-month outlook reporting with actual vs. plan headcount and cost comparison
•Staffing pyramid dashboard by month, country, and band

THE RESULTS

Measurable impact at enterprise scale.

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Reduced Lead Time to Plan and Report Headcount by Group

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Improved Data Quality Through Automated Data Load & Workflow

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Simplified Architecture Across the Organization

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Enabled Employee-Level Planning

Enterprise-Scale Impact

The solution now supports workforce planning across ~$500M in revenues, ~10,000+ employees, 100+ departments, and 100+ branches.

The GenXAI Advantage

Our specialized expertise delivered outlook/AOP headcount and cost analysis by cost center, month, and business unit — with role-based workflow access and staffing pyramid dashboards enabling greater transparency and faster, more confident workforce decisions.

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