Streamlined roster costing delivers greater clarity and cost control

Hartley Lifecare, a disability service provider based in Canberra, sought to improve the way it managed and analyzed workforce costs. With operations that depend on effective staff scheduling and service delivery, having accurate and timely insight into roster costs was essential—but difficult to achieve.

The organization’s existing processes did not support the level of visibility and efficiency they required. Without an integrated system for modeling staff rosters and associated costs, decision-makers faced challenges in assessing workforce scenarios and their financial impacts in real-time.

This lack of streamlined processes made it harder for Hartley to respond quickly to operational needs or shifts in funding structures. It became clear that a more agile, data-driven solution was necessary to support the organization’s goals and ensure resources were allocated effectively.

To address these challenges, Hartley worked with GK Horizons, a performance management consultancy, to identify and implement a better solution. The team at GK Horizons introduced Hartley to Jedox, an adaptable planning and performance management platform that would provide the flexibility and automation they needed.

The chosen solution was designed to centralize and automate roster cost modeling, enabling Hartley to move beyond time-consuming manual calculations. With Jedox, the organization gained a dynamic environment to assess operational scenarios and make decisions with increased confidence.

Thanks to this transformation, Hartley can now:

• Adjust shifts and instantly see the financial impact, improving responsiveness and planning agility
• Identify potential compliance issues, such as overtime, in real-time, enabling proactive workforce oversight
• Plan and review rosters internally, reducing reliance on external consultants and increasing operational control

With GK Horizons’ help, Hartley was able to configure Jedox to meet its specific workforce planning needs—empowering both financial and operational teams with better tools, greater visibility, and improved control over roster-related decisions.

With Jedox in place, Hartley has gained stronger control over its workforce planning and operational decision-making. By automating roster cost modeling and integrating real-time data, the organization has significantly reduced its reliance on external consultants—resulting in tangible cost savings.

The new system also enhances internal compliance management by enabling Hartley to identify issues like overtime early and take corrective action before problems escalate. This proactive approach supports better adherence to workforce regulations.

In addition, Hartley now benefits from greater flexibility and visibility in planning. Teams can model staffing scenarios, respond quickly to operational needs, and align financial and service delivery goals more effectively. These improvements have empowered the organization to make more confident, timely decisions—while optimizing the use of both people and resources in support of its mission.

“GK Horizons implemented a roster costing solution for Hartley on the Jedox platform, making our roster planning easier.”

– Lee Cheng, Senior Manager – Finance, Hartley Lifecare