CO&S Capacity Planning

Executive workforce model · 7,032 FTE · $900M AOP · Client Onboarding & Service
Monthly Business Review
Planning Horizon · Jan – Jun 2026
Portfolio Work Sample
J. Brownstein · VP Quant Analytics
Training data loaded — run models to fit estimatesRun models — sample previews appear before each model fits
Q1 2026 CO&S Capacity Committee·J. Brownstein · Quant Analytics Work Sample
10-yr history · 120 moSample data →Auto-ARIMA ARIMA(2,1,1) · 120-mo window

Hire 120 FTE by Q2 — manageable gap if reqs accelerate in EMEA KYC

The model requires 7,325 FTE against 7,032 available (-120 net gap, concentrated in EMEA KYC) to serve 139K cases/mo. 10-year backtest MAPE 2.2% and adj. R² 0.95 support staffing against the ARIMA(2,1,1) forecast driving the $900M AOP.

Model health
Demand MAPE2.2%Regression fit0.95Modeled util.91%DiD parallel trendsPass
10-yr sample · 120-mo training window · registry CO&S-CAP-2025.12 · ARIMA + OLS + DiD pipeline · auditable statsmodels spec in drill-downs
Planning sandbox

What-If Playground

Adjust planning assumptions and compare baseline vs. scenario in real time — see staffing gap, OpEx, and program impact before committing to a plan. Opportunity cost updates as you move levers.

Quick scenarios
Opportunity cost

Adjust levers to quantify trade-offs

Move volume, attrition, automation, or macro assumptions to see how staffing gap and OpEx shift against the baseline plan.

Adjust assumptions

Key levers for executive trade-offs — full controls remain in the sidebar.

Scales case volume mart and ARIMA training target vs AOP baseline.

Rolling attrition in supply exogenous matrix and headcount path.

Funnel conversion and req fill pace in supply ARIMA exog block.

3%STP capture

Straight-through processing deflection — reduces touch-case volume.

Average handle time shift — primary OLS regressor with case volume.

12%contractors

Contractor bridge FTE and open-req scaling vs permanent hires.

Macro stress on attrition and demand uncertainty bands.

Baseline vs. scenario

BaselineAOP baseline · default assumptionsApproved plan reference
ScenarioAdjust levers to previewMatches last model run
Expected case volume (Jan 26)
139K139K
No changeExpected case volume (Jan 26)
People required to meet demand
7,3257,325
No changePeople required to meet demand
Staffing gap
-120-120
No changeNet staffing shortfall vs. required
Scenario OpEx Δ
+$0M+$0M
No changeScenario labor & OpEx shift
Estimated program effect on gap
+4.33+4.33
No changeEstimated program effect on gap
Share of capacity in productive use
91%91%
No changeShare of capacity in productive use
MetricBaselineScenarioImpact / opportunity cost
Expected case volume (Jan 26)139K139K
People required to meet demand7,3257,325
Staffing gap-120-120
Scenario OpEx Δ+$0M+$0M
Estimated program effect on gap+4.33+4.33
Share of capacity in productive use91%91%

Ready to fit models

Adjust assumptions in the sidebar, then hit Run models. The pipeline pauses before each model — ARIMA, OLS, DiD, and Supply — so you can review sample rows with your current inputs.