People strategy & governance
Integrated regional bank
1
system of record for HR
−38%
cycle time on headcount reporting
+22 pts
performance cycle completion
Client context
A full-service bank faced overlapping regulatory expectations, a fragmented HR stack after two acquisitions, and board pressure to tie people costs to revenue per FTE and risk outcomes.
The challenge
Policy and payroll sat in one system, performance and succession in spreadsheets, and hiring in another tool. Month-end headcount reconciliations consumed the people team; leaders could not see one employee record from offer letter to last day.
What we changed
A phased cutover: single employee record, role-based access aligned to the risk org chart, performance and goals on the same profiles as recruitment, and executive dashboards fed from one data model, not exports. AI Stories were used to summarize pipeline health and review completion for EXCO.
Impact
Board and regulators receive consistent people metrics from a governed source
Recruiters and line managers work off identical job and grade data
Succession and critical-role coverage visible in the same view as hiring funnel
Reduced manual reconciliation between HR, finance, and internal audit
"We stopped debating which spreadsheet was right. Careersome is where we run the people operating model, not where we paste numbers for the board pack."
Chief People Officer