An Efficient Approach to Open Role Management

Case Studies

The Situation

A global investment bank operated a manual recruitment process involving hundreds of managers without end-user reporting or auditing capabilities

With tens of thousands of employees across five continents, the client had no automated Open Role Management process in place and was spending too much time and money attempting to juggle human resources, budgets, open roles and the recruitment process. As a result, the bank engaged a consultancy to achieve several outcomes:

  1. Develop an architecture that would break down business silos
  2. Allow business leaders greater visibility into the human capital part of the enterprise
  3. Build flexibility into the recruitment process
  4. Implement strategic workforce initiatives around workforce planning

After a brief engagement and poor experience with the consulting firm and their implementation of Anaplan, the client ended their arrangement to look for support elsewhere. Lionpoint was recommended to the client by Anaplan and brought in to run a proof of concept using the platform, demonstrating our experience and allowing the client to clearly understand Anaplan’s agile planning capabilities across the enterprise.

Lionpoint’s proficiency in financial services, subject matter expertise in workforce and HR planning, and large number of in-house Anaplan experts (also known as Master Anaplanners) were instrumental in the client choosing Lionpoint as its partner.


The Approach

Breaking down business silos to achieve a centralized, agile open role management platform with built-in security and audit capability

To avoid the possibility of performance and scalability issues associated with the initial infrastructure, Lionpoint revised the existing Anaplan architecture to provide the client with a centralized, enterprise-grade open role management platform that is flexible and agile and works across business silos. Headcount and open role processes were able to be streamlined and protected by Anaplan’s built-in security and auditing governance around information access and change histories. The system’s functionality was designed to incorporate initial in-scope reports, with the understanding that additional elements could be added at a later date, without significant time or cost impacts.

The system brought together budgets, a roster of available individuals, open roles, recruiters, and the finance and HR functions into a single platform, for enhanced visibility and a seamless process. The platform also allowed our client to measure, manage, and report the reduction in run rate spend specifically around workforce planning, and make strategic decisions as the company embarked on the very difficult process to achieve its targets.


The Impact

Providing business leaders with consolidated information for HR and finance, allowing more informed decision making to take place

As a direct result of the improved architecture and automated processes, our client was able to:

  • Reduce roster reconciliation time by approximately 80%
  • Gain clear, real-time visibility into the myriad of elements in the recruitment process
  • Consolidate information for business leaders into a single platform from which more informed decisions could be made
  • Forecast the impact of hiring decisions at the business unit, aggregate division, and enterprise-wide level.

Anaplan enabled the client to implement efficiency initiatives, as part of their commitment to investors. Business leaders have been able to utilize Anaplan’s scenario planning and forecasting capabilities to see, in real-time, the impacts of potential decisions and their outcomes, across parameterization, localization, and workforce automation initiatives.

Following the impressive results of Anaplan for open role management, and the proficiency of the Lionpoint team, the client extended its engagement with Lionpoint to deliver a number of ongoing Anaplan-based projects.