plano | References | R+V Versicherung AG
Demand-oriented staff planning for approx. 1,000 employees
R+V Versicherung is one of the largest insurance companies in Germany, headquartered in Wiesbaden (Hessen).
Made with love - our references
R+V
Versicherung AG
Initial situation
Before the implementation of the plano WFM solution, the staff planning was done manually (among others with the help of Excel). Each group or department was planned separately, and individual agreements were made regarding employees‘ vacation planning.
In order to digitize these processes and save time and effort, plano was introduced as an innovative tool for optimal scheduling.
In 2019, the company introduced plano‘s automated and digital duty scheduling system to replace the previous manual planning of staff and maintain an optimal overview of the approximately 1,000 employees at the Wiesbaden, Hanover, Hamburg, Stuttgart and Frankfurt locations at all times.
Branche
Banks & Insurance Companies
Number of employees
approx. 16,000
plano in use for approx. 1,000 employees
plano Optimizer (Annual absence planning), plano Forecast (Service planning), plano Interfaces (SAP), plano Reporting, myplano
faster with plano.
Kay Subotsch
R+V Versicherung AG
Project goals
Simple absence planning
- Simplify absence planning
- Standardise absence planning
- Create a centralised tool for the entire area
Reliable capacity requirements planning
- Model-based calculated capacity requirement forecasts instead of fixed absence quotas
- Sufficient capacity to cover customer requirements
- Reduction of holiday/flextime during periods of low demand
Automated and fair service planning
- Automated and fair service planning (taking into account services already provided and service requests)
- Enable shift swaps for employees without the involvement of planners
Improvement
23% Time saving planning
The introduction of the plano WFM solution has largely eliminated manual efforts. This saves around 6 hours of time per month and unit.
95% Fulfilment of employee wishes
Employees express their shift wishes during the year. The shifts are then distributed as fairly and equitably as possible, taking into account the wishes and working time models and the staffing requirements, and this is done completely automatically and with a wish fulfilment rate of more than 95%.
Result
Clear, simple and fast planning
The introduction of plano has improved the overview for planners. The solution provides a good overview of shift availability or holiday planning, and therefore makes planning easier. The planning process is now much clearer, simpler and faster.
The goal: Automated and fair holiday and service planning
Not only is holiday planning now standardised and offers advantages for the individual locations thanks to cross-location planning, but service planning has also been significantly simplified for the company with plano.
This is enabled by the plano optimizer, which automatically issues a shift plan proposal. Individual adjustments are therefore rarely necessary. Employees can enter their wishes (specific shift or no shift) and swap or move their shifts later in the approved shift plan without the planner having to take action.
Precise determination of personnel requirements
R+V Versicherung uses the integrated forecast module to reliably forecast incoming volumes (e.g. telephony) and recognise capacity requirements. Planning is carried out at weekly level based on available capacities. This is followed by the creation of nationwide absence budgets and the recording of employees‘ absence requests. If these requests match the company‘s requirements, they are recorded in the shift schedules.
Improvements for planners
- Better overview for planners (e.g. of availabilities or holiday planning)
- Less manual effort
- The capacity requirement forecast provides a detailed insight into personnel deployment planning
- The forecast creates a solid basis for absence planning
Improvements for employees
- High consideration of employee shift wishes (wish fulfilment rate >95%)
- High planning reliability for employees
- More initiative and involvement of employees through independent
shift swaps - Reduction of holiday/flextime during periods of low demand
What Our Customers Say
1,000,000 users in 33 countries — How we successfully implement workforce management for our customers
We’re Here for You
