In this case study we will show you how we created a Headcount planning application. Together with FP&A and HR we developed a position based model instead of a headcount based model, making the integration with the HR system more smooth and being able to analyze the capacity available, the open positions and the transfers.

1. Position Planning
Eije Wiersema
Co-owner & Consultant at Sonum International
eije.wiersema@sonum-int.com

2. Some general information
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To make sure there are no background noises, all attendees are put to
mute
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If you have an urgent question or problems with the connectivity please
raise your hand and someone will help you as soon as possible
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You can post questions via the chat area, we will try to answer all
questions at the end of the presentation
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Thank you for attending

3. Why position planning?
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Positions rather then names
Straight forward
Less maintenance
More reliable
Updated HR system from planning system

4. Introduction Sonum International
Mission
• Creating truly value adding planning & costing processes
• Eliminate non-value adding activities in traditional budgeting & costing
processes
• Implement technology as a strong enabler for this change
• Over 15 years of experience in the field
Services
• Business process (re)design and change management
• Planning & costing model (re)design
• Planning & costing information architecture
• Software selection
• Software implementation
• Project recovery

5. Experience

6. Famous obstacles in Headcount Planning
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Synchronisation issues
Frequent transfers/relocations of employees
Workload
Poor performance
Reapplying for budget

7. Traditional HR Planning
Budget
Total budget = 5
Actuals
Total budget = 3?

8. DEMO
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Managing one Position
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Central Parameters
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New Hires
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Overviews

9. Prerequisites
A position planning model will add most value if the following prerequisites are
present:
• Separate model for direct personnel expenses  modular set up
• HR system that supports position management
• Not the urge to copy your transactional HR Model.
Financial
Model
Sales /
Demand
HR
CAPEX

10. Position Planning
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Less maintenance
Never lose your budget
Improved accuracy and alignment with the business.

11. Thank you!
www.sonum-int.com or www.sonum-int.de
eije.wiersema@sonum-int.com