Case study
PPS Consulting India gave the finance and accounting function of a global business one view of its whole workforce: employees, contractors and outsourced teams on one org chart, with costs, budget against actual, and scenario planning. The CFO's team used it in the annual budget and to find supplier overlaps across regions, which improved vendor terms.
One org chart
for every employee, contractor and outsourced team, with costs, budget against actual, and scenarios
Workforce data sat in several places: the HR system (Dayforce), the finance system (NetSuite) and the vendors' own systems. Leadership had no single picture of who worked in the function, across full-time staff, contractors and outsourced teams, or of what it all cost.
During budgeting there was no way to model a change and see its effect on cash flow and profit. Even the org chart was kept inconsistently, in SharePoint and elsewhere.
Market research on workforce planning tools and a choice of OrgChart Now, checked against Dayforce, NetSuite and the vendor platforms for integration by connection or by upload.
Processes to bring employee, contractor and subcontractor data into one place, with integrations where possible and manual uploads where needed, structured for budget against actual comparisons of headcount and cost.
Department org charts with their resource costs rolled up, scenario planning to test different resourcing models, and views built for the CFO, the Director of Finance and the executive team.
Support for leadership in using it for workforce planning across regions, and in spotting supplier overlaps and resource synergies.
Where the data lived
One model, in OrgChart Now
What leadership uses it for
It is if:
With the PPS Backbone Review: four weeks, a fixed fee of ₹1,50,000 to ₹3,50,000 plus GST and expenses, one fix working by the end, and a plan with owners and measures that is yours to keep, whether or not we build it with you.
How the Review works100+ artifacts
8 master SOPs, 13 policies, 24 SOPs, 45+ trackers, role playbooks and hiring packs
Relevant if you are growing a project business and every approval still comes to you.
642 hours
leading the office through a finance and accounting transformation with a budget above US$5 million
Relevant if you have an internal team that takes requests from across the business and can't say yes to all of them.
90 days
from naming owners to the company's own team running the weekly cadence
Relevant if you are taking over a family business and the way it runs still lives with the founding generation.
Running now
Across Upwork and direct contracts, including the people on our project teams.
It keeps one model of the organisation that several systems feed, shows it as an org chart with costs attached, and lets you test a change before you make it. A spreadsheet can do parts of that, but not reliably across HR, finance and vendor data at once.
Here, yes: we researched the options, chose OrgChart Now, and checked that it would connect to Dayforce, NetSuite and the vendor platforms.
What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.
Book a discovery callFree, no obligation, and under an NDA if you prefer.
Or write to consult@ppsconsulting.biz WhatsApp +91 93246 21840 (opens in a new tab)
