Case Study Fleetio

Making workforce planning strategic by eliminating bottlenecks and improving collaboration

UpKeep Company Logo
Logistics SaaS
Industry
300+
Employees
Distributed
US-Based

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.

"CandorIQ completely transformed our headcount planning. What used to take weeks of back-and-forth in spreadsheets and Slack can now be done in hours—with full visibility for everyone involved."

Image of Kirsty Walls
Leslie Hurley
VP, People

Value Of CandorIQ

$500k
Defining levels & finding redundancies saves $500k+ on headcount (annually)
WeeksHours
Headcount approvals process reduced to hours
Better Data
Increased data accuracy

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

Scattered tools

Inconsistent tracking

Approval bottlenecks

Finance-HR misalignment

Time-consuming process

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

Reporting & analytics

Headcount scenario plans

Org charts

HR system integrations

Results

Increased Visibility

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

Strategic Workforce Planning

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

Streamlined Approvals

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

Saved Time & Resources

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

Improved Accuracy

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

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