Headcount management
Headcount planning
Operational excellence

Invoca boosts productivity and collaboration by 50%

Productivity gains for Finance and Talent teams
Reduction in manual Budget vs Actuals reporting
Daniel Fulmer, Finance Director at Invoca, has felt the pain and frustration of headcount management at a growing company. He’s also experienced the weight being lifted, thanks to improved collaboration, visibility, and control into the process. In January 2023, Daniel and his team implemented TeamOhana’s headcount management platform. Learn about how why Daniel chose to implement a headcount management tool, what his new process looks like, and how much time Invoca is saving with an integrated platform.
Forecasts outdated as soon as they were finished - no real-time forecasting
Budget variance was a black hole
Hours and hours a month spent reconciling headcount spreadsheets
Difficulty planning recruiter capacity

One full-time resource dedicated to headcount, and still not getting it quite right

The headcount planning and management process at Invoca was painful. It involved a lot of information flowing between a lot of people and systems, with no single source of truth for data or insights.

At a high level, Daniel and his team faced three major challenges with their headcount management process.

  • Manual and disjointed process: Multiple systems, spreadsheets, and communication platforms, leading to fragmented information and inefficiencies.
  • Lack of real-time data: Spent hours each month exporting and reconciling data from various sources, often resulting in incomplete or outdated information.
  • Limited visibility and collaboration: Hiring managers, recruiters, and finance teams lacked comprehensive visibility into headcount-related information, such as approved roles, budgets, and start dates. This lack of visibility caused communication gaps, delays, and the potential for errors or misunderstandings between departments.

How the headcount process worked

We had our master spreadsheet that had every role that we approved in our plan. It was dynamic, so as a new employee was hired, or someone left the company, we added their information, created backfills, closed out roles.

To get the information needed for forecasting and reporting, Invoca's Finance team relied on exports from Namely (HRIS) and Greenhouse (ATS), as well as one-off notes from channels like email and Slack. Typically, these one-off notes were related to future terminations, which affected the forecast but couldn't be input in Namely until the term had happened.

Then, Finance needed to meet with recruiters and HR business partners to try and track everything related to hiring.

Meanwhile, there were separate spreadsheets for each of the business owners, so that they could have visibility into their department's hiring without seeing the data of other departments.

In order to reconcile their budget and forecast, the Finance team would then have to import the master spreadsheet into their budgeting tool, Planful. This was a major import in itself, and it took time to get the spreadsheet prepped for proper upload.

While all this is happening, there would be promotions and other employee changes going on, and all of those were handled in different ways.

All in all, we had dedicated one full time employee, a Finance analyst, completely to headcount management just because of how much manual work it was.
Our solution

From disconnected spreadsheets to a collaborative, real-time system

Recognizing the need for an automated solution that would streamline their headcount management process, Invoca decided to implement TeamOhana's headcount management platform.

The team's time is the most restricted asset we have. If you can find a tool that automates manual work you do on a regular basis, our CFO Mike DiFilippo wants to invest in it so you can put your time elsewhere.

With TeamOhana, Daniel and his team can now plan, hire, manage, and report from a single source of truth for headcount data. They no longer need to spend time exporting and manually updating data across multiple systems and spreadsheets.

In addition, because the platform was designed for collaboration, Talent, HR business partners, and department leaders can track hiring in real time, analyze and design their orgs, and quickly track current and future employee data like compensation, level, hire date, and more. This enables the entire company to collaborate in a single source of truth for greater efficiency and trust.

Key workflows

Approvals for all budget-impacting changes

Before TeamOhana, new headcount and change requests came through multiple channels and required vetting. Sometimes, unapproved headcount or changes would occur and affect the forecast. Now, every incremental and change request follows an automated approval flow before Talent can begin working on it.

Headcount reconciliation

It would typically take a Financial Analyst between 4-8 hours to reconcile a master headcount spreadsheet, pulling together counts and costs for current employees, pending starts, future terms, and approved hires. With TeamOhana, all of that work is automated, reducing time spent to zero.

Internal transfers

Internal transfers can be one of the most complex workflows for Finance teams to execute manually, since it involves three separate headcount openings for a single person. Invoca now initiates TeamOhana's internal transfer workflow and the platform takes care of the entire process.


For some employee changes, like terminations, information came through email and Slack because they wouldn’t have been updated in Namely yet, but it affected our numbers.

Future terminations used to be a challenge because they were tracked and documented in disjointed channels, since the HRIS system could not account for terminations on a future date. But TeamOhana can. Now, Invoca's team simply enters the termination date and TeamOhana writes the data to the HRIS at the appropriate time, so Finance gets their forecast correct and HR runs a smooth offboarding process.

Impact & results

TeamOhana saves time and drives 50% productivity increase

Replaced spreadsheets

  • Single source of truth for all current and future headcount data
  • 100% compliance in budget-impacting changes going through TeamOhana Approval Desk

Saved time

  • 50% productivity gains through standardized workflows and a single source of truth for headcount
  • 50% reduction in low-value work managing headcount

Trustworthy data

  • Fully automated budget and forecast for finance and budget owners
  • Real-time hiring plan status for budget owners
  • 100% reduction in manual reporting on budget vs. actuals
TeamOhana has saved us a ton of time and made our planning process a lot smoother, especially coming into a new fiscal year in February.

Today, Invoca is using TeamOhana as the single source of headcount information, and it's given them confidence in the accuracy of the data they use to plan and forecast.

The new analyst they brought in to backfill the person who used to manage headcount is now spending zero time on headcount. He's doing completely other things that drive business value.

It's been a big help for the Talent team, as well, because it has smoothed over the friction that would arise between their team, Finance, and hiring managers. Everyone is now on the same page, and it's eliminated the mess of unnecessary back-and-forths to get aligned.

Other benefits of the platform include:

  • Audit history for tracking changes so they can follow headcount if it changes roles throughout its hiring cycle.
  • Hiring Manager tools, such as the dynamic org chart, which provides insights into org structure that department leaders never had before
Productivity gains for Finance and Talent teams
Reduction in manual Budget vs Actuals reporting

Curious how TeamOhana can help you? Talk to us.

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