Employee Retention & Talent Insights Partnership
Presented by Fulcrum | October 2025
About Fulcrum
Fulcrum is a strategic talent consultancy that helps companies attract, engage, and retain exceptional people through embedded recruitment, workforce analytics, and data-led insight.
We partner with ambitious Australian businesses to build long-term capability - combining hands-on delivery with predictive talent intelligence that drives measurable improvement in hiring quality and employee retention.
No commissions. No hidden agendas. Just transparent, evidence-based work designed for sustainable growth.
Background & Context
Opal has identified early attrition — particularly within the first 12 months of employment — as a significant challenge.
Over recent months, Fulcrum has provided ongoing predictive retention insights to Opal as part of our broader workforce analysis. These insights have already helped Opal identify and retain key performers before they disengaged, allowing leaders to act early and preserve team stability.
In several instances, indicators surfaced in Fulcrum's data ahead of internal engagement surveys, enabling timely, discreet interventions that prevented potential turnover within critical teams.
The success of this work has demonstrated the value and accuracy of predictive retention analytics in Opal's environment. This proposal outlines how we can now formalise that capability into an ongoing, structured partnership.
Our Proposed Solutions
1. Fortnightly Predictive Retention Insights
Objective
To proactively identify employees showing early indicators of attrition risk, enabling targeted action and informed retention decisions.
Approach
- Combine live workforce data, digital activity signals, and market intelligence to monitor potential disengagement trends.
- Refresh insights fortnightly to ensure accuracy and timeliness.
- Maintain strict confidentiality and agreed governance protocols.
Deliverables
- A concise, actionable report highlighting emerging retention risks and priority focus areas.
- A 15-minute stand-up with Fulcrum consultants to discuss findings, recommendations, and next steps.
- Secure delivery of data and commentary under mutual NDA.
Value
By identifying early attrition indicators, Opal can act before issues escalate — protecting critical knowledge, maintaining productivity, and avoiding the estimated $64,000 cost of replacing a single employee.
2. Quarterly Talent Intelligence & Competitor Benchmarking
Objective
To give Opal a clear understanding of its talent position in the market and identify areas of opportunity or vulnerability relative to competitors.
Approach
- Quarterly reports analysing talent movements, hiring trends, and retention benchmarks across comparable organisations.
- Insight into where competitors are expanding, losing people, or adjusting pay and skill priorities.
Deliverables
- A detailed quarterly report with benchmarking data and strategic commentary.
- Optional presentation of key findings for leadership or HR.
Value
Provides an external lens on Opal's workforce health, enabling data-driven decisions on retention, internal mobility, and workforce planning.
Cost & Implementation
Service Fee
$4,995
+ GST per month
Initial Commitment
12 months
Ensures consistent data baselining, continuity of insight, and alignment with subscription data sources.
Implementation Phase
6 weeks
Fulcrum will begin with a structured six-week implementation phase to integrate data sources, align reporting cadence, and establish baseline retention metrics. This ensures that ongoing insights are accurate, consistent, and immediately actionable.
Includes:
- Fortnightly Predictive Retention Insights
- Quarterly Talent Intelligence & Benchmarking (included as an integrated value component)
Confidentiality & Data Governance
Given the sensitivity of workforce information, Fulcrum proposes a mutual NDA between both parties. All data will be handled in accordance with agreed privacy and governance standards. Insights are delivered only to nominated stakeholders and discussed through controlled channels.
Proven Impact
Fulcrum's predictive insights have already supported Opal in retaining key talent, validating internal performance data, and reducing unplanned turnover. By acting on early signals — often before engagement surveys flag disengagement — Opal has been able to stabilise high-performing teams and protect continuity in business-critical areas.
This work has shown that predictive retention intelligence can move beyond theory into measurable, real-world impact.
Why Fulcrum
Strategic partnership
We operate as an extension of your People team — not as an external vendor — providing the analytical layer that traditional engagement surveys or recruitment tools miss.
Trusted by leading companies
From digital and property to FMCG and industrial sectors, Fulcrum partners with forward-thinking organisations to reduce turnover, strengthen capability, and build data-driven hiring and retention frameworks.
Evidence-based insight
Every recommendation is anchored in live data — not assumptions — giving People Leaders and Executives the confidence to act early and decisively.
"Fulcrum's use of workforce intelligence has helped us retain key staff and take action before issues surfaced. Their insights have directly strengthened team stability and saved significant recruitment costs."— Michael Petersen, Founder & CEO | Pivotus
Next Steps
01
Agreement & NDA
Formalise partnership and confidentiality terms.
02
Ramp-Up Phase (6 weeks)
Baseline data, calibrate reports, schedule cadence.
03
Go Live
Begin fortnightly reporting and stand-ups, with first quarterly benchmark delivered in Month 3.