Optimize Workforce Strategy with Data-Driven Planning
Align HR and business leaders with real-time insights, integrated data, and agile workforce planning - built entirely on the Microsoft stack.
HR teams are accountable for talent strategy, yet lack the data and planning tools to align with business needs.
Insights come too late
By the time you spot the problem, it’s already too late to act.
Teams are out of sync
Siloed tools break assumptions and delay decisions across teams.
You’re planning with guesswork
Spreadsheets can’t adapt to change, making every forecast fragile and out of date.
Workforce Planning and Analytics—Powered by Microsoft Fabric and Power BI
We implement integrated workforce planning and analytics systems in Power BI that help HR teams align headcount plans, model labor costs, and support strategic decision-making.
Deliver real-time, decision-ready insights with Power BI.
Unify data from HRIS, payroll, and operations to create real-time dashboards on headcount, hiring, attrition, and workforce costs. Give HR and business leaders instant visibility to take action.
Unify workforce planning in one platform
Align HR, finance, and business units around shared headcount targets, labor cost assumptions, and capacity needs. Integrated models in Power BI and Fabric break silos and enable collaborative workforce planning.
Build dynamic, driver-based forecasts for headcount and labor cost
Model key workforce drivers—like attrition, hiring velocity, compensation, and productivity—and run what-if scenarios on demand. Move from annual plans to adaptive models that evolve with your organization.
Purpose-Built Capabilities for HR and People Operations Leaders
Plan with precision—see how we help HR and business teams turn workforce data into actionable, driver-based plans.
Headcount Planning & Tracking
Track actual vs. planned headcount by department, role, or location
Model hiring plans by function, region, or business unit
Visibility into open positions, time-to-fill, and backlogs
Monitor net headcount movement from hires, exits, and transfers
Real-time dashboards aligned to org structure and budget
Labor Cost Planning & Forecasting
Model salary, bonus, benefits, and taxes at employee or role level
Build cost assumptions by country, business unit, or pay grade
Forecast labor costs based on hiring plans and compensation scenarios
Visibility into cost per FTE, department, or project
Integrate labor cost planning with financial and operational models
Attrition & Capacity Planning
Forecast attrition by role, tenure, region, or historical trend
Assess workforce capacity based on planned vs. available resources
Analyze productivity impacts of churn and ramp time
Plan for backfills, talent gaps, and succession
Align capacity needs with business and operational plans
Workforce Scenario Modeling
Run what-if scenarios for hiring freezes, organizational changes, or expansion
Evaluate impact of comp changes, turnover, or role reclassification
Versioning for comparing baseline vs. adjusted workforce strategies
Tie HR scenarios directly into financial forecasts
Align workforce strategy with business risk and growth plans
HR, Finance & Business Alignment
Integrated planning models across HR, Finance, and department leaders
Shared KPIs and assumptions to align workforce and business planning
Unified view of headcount, cost, and productivity metrics
Streamlined collaboration across teams using a shared platform
Transparency and accountability in workforce-related decisions
Our process
Strategic Kickoff
Align on goals, map processes and assess your data systems.
Collaborative Design
Align on goals, map processes and assess your data systems.
Build, Refine, Test
Align on goals, map processes and assess your data systems.
Project to Platform
Align on goals, map processes and assess your data systems.
Start today and see results in the first months.
Try for yourself
Everything you need to know
Read our FAQs:
Configurability
Our solutions are fully configurable to align with your financial and operational workflows. You can define custom planning models, business rules, approval workflows, and KPIs while incorporating driver-based planning, scenario modeling, and automated calculations. With Power BI’s flexibility, you can create dynamic forecasts, tailor dashboards, and generate reports that adapt to key business drivers—ensuring more accurate, agile decision-making.
You can absolutely start small and scale over time. We often begin with a core planning model—such as budgeting or demand forecasting—and expand into other areas like workforce planning, capital expenditures, or rolling forecasts as your needs evolve. This phased approach ensures faster time-to-value with minimal disruption.
Time-to-Value
The timeline depends on the complexity of your requirements, but most clients see meaningful results within 12 weeks. We prioritize quick wins by delivering core planning capabilities first, ensuring early adoption and immediate impact.
Your team’s involvement will typically include:
- A project sponsor to guide priorities and ensure alignment with business goals.
- Key stakeholders (finance, operations, IT) to provide input on data, processes, and reporting needs.
- A dedicated point of contact to support testing and feedback.While we handle the heavy lifting, engagement from your team helps tailor the solution for maximum impact.
Performance & Scalability
Yes. Power BI and Acterys are built to handle enterprise-scale data processing. Acterys leverages an optimized in-memory engine, while Power BI’s direct query and aggregations ensure high performance on large datasets. Additionally, Azure’s cloud infrastructure supports elastic scaling, ensuring fast response times even as your data grows.
Our solutions are designed to grow alongside your company. Whether expanding planning models, increasing data volumes, or adding new users, we leverage Azure’s infrastructure to maintain performance and reliability. Power BI’s self-service capabilities also empower teams to build additional reports and analyses without relying on IT.
Data Source Integrations
We love the Microsoft ecosystem, but we support integrations with a wide range of systems, including D365, SAP, NetSuite, Salesforce, SQL Server, Snowflake, Databricks, Acumatica, JD Edwards, and more. Power BI, Azure, and Acterys provide pre-built connectors for major platforms, and we can also develop custom integrations if needed.
Data can be refreshed in real-time or on a scheduled basis, depending on your needs. Power BI supports both direct query (live connections) and import mode (cached data for performance). Acterys enables automated data synchronization between source systems and planning models, ensuring that insights remain up to date.
Security & Compliance
Security is built into every layer of our solution. We enforce role-based access control (RBAC), row-level security (RLS), and workspace permissions to ensure users see only the data relevant to them. Additionally, Power BI, Acterys, and Azure comply with enterprise security standards, including SOC 2, GDPR, and ISO 27001.
You have full control over where your data is stored. Our solution leverages your existing data infrastructure, whether on-premises or in the cloud. Power BI connects directly to your databases, data warehouses, or lakehouses, while Acterys operates within your Azure environment. This ensures your data remains secure, governed, and fully under your ownership.
User Friendliness & Adoption
If your team is comfortable with Excel, they’ll quickly adapt to Power BI and Acterys. We design the solution to be intuitive and finance-friendly, minimizing the need for IT involvement. Users can input data directly into planning models, run automated forecasts, and drill into reports with a familiar spreadsheet-like interface. However, we see the best results with teams that are well-versed in Power BI. To maximize adoption and impact, we strongly recommend investing in Power BI training—we also offer tailored training programs to ensure your team’s success.
Training & Support
We offer on-demand video tutorials and hands-on training sessions to ensure your team is confident in using the platform. Training covers everything from report navigation to advanced modeling and self-service analytics.
We offer post-implementation service packages that provide ongoing access to our team, ensuring your users get the support they need. Whether it’s troubleshooting, enhancements, or guidance on best practices, our experts are available to help you continuously optimize and expand your solution.
Ready to get started?
Book a discovery call with our team