Making workforce planning strategic by eliminating bottlenecks and improving collaboration

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Introduction

Fleetio provides cloud-based fleet management software that enables organizations to efficiently track, analyze, and improve their fleet operations. Their platform offers features such as vehicle and equipment tracking, maintenance management, parts inventory, and driver assignments, all accessible through a centralized dashboard.e and facility operations. Their platform empowers teams to manage work orders, track assets, and improve productivity, helping organizations operate more efficiently and reduce downtime.

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Challenge

Managing headcount planning at Fleetio was a complex and inefficient process. The company relied on spreadsheets, Notion, Slack, and email to track headcount requests and approvals, leading to frequent errors, misalignment, and a lack of visibility. Leadership tried to maintain structure through a quarterly review process, but last-minute changes and one-off requests often bypassed the system entirely. The process was manual, inconsistent, and time-consuming, preventing people leaders from having real-time insight into hiring plans. Ultimately, Fleetio needed a more strategic, integrated solution that provided transparency, reduced administrative burden, and allowed leadership to make more informed workforce decisions.

Pain-points

• Lack of visibility
• Inconsistent tracking
• Finance-HR misalignment
• Scattered tools
• Approval bottlenecks
• Time-consuming process

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Solution

Fleetio partnered with CandorIQ to transform its headcount planning process, replacing manual spreadsheets with a centralized, automated system. By integrating approvals, visibility, and compensation data into one platform, Fleetio gained real-time insight, improved collaboration between HR and Finance, and streamlined decision-making across the organization.

Key features

• Headcount requests & tracking
• Headcount scenario plans
• HR system integrations
• Reporting & analytics
• Org charts

Results

Increased Visibility

CandorIQ provided real-time access to headcount data, eliminating reliance on scattered tools.

Streamlined Approvals

Centralized requests and workflows reduced bottlenecks and improved decision-making speed.

Improved Accuracy

Automation reduced human error, ensuring up-to-date and reliable workforce planning data.

Strategic Workforce Planning

Better tracking and reporting transformed headcount planning from reactive to proactive.

Saved Time & Resources

Eliminating manual spreadsheets and ad-hoc requests freed up leadership and HR for higher-value work.