Work That Speaks for Itself

Challenge

A regional health system was migrating from a legacy HRIS to Workday with a hard go-live deadline tied to a fiscal year cutover. Their internal team had limited Workday experience and their SI partner needed senior HCM configuration support.

Approach

Embedded with the SI delivery team to own core HCM configuration — org structure, job profiles, business process design, and supervisory hierarchy. Led requirements workshops with HR and IT stakeholders and managed configuration through three testing cycles.

Outcome

Delivered on schedule with zero critical defects at go-live. Post-launch audit found configuration aligned to plan documents with no remediation required. Client's internal team was trained and capable of managing ongoing changes independently.

Challenge

A financial services firm had a failed open enrollment the prior year — employees were unable to complete elections due to eligibility rule errors and broken enrollment events. With OE six weeks away, they needed an experienced Benefits specialist to diagnose and fix the configuration.

Approach

Conducted a full audit of existing benefit plans, eligibility rules, and enrollment event configuration. Identified 14 distinct configuration errors across three benefit groups. Rebuilt the enrollment event structure from scratch, corrected all eligibility rules, and ran parallel testing with HR before opening enrollment to employees.

Outcome

Open enrollment completed successfully with 98% employee participation. Zero eligibility errors reported during the enrollment window. The client now has a documented configuration baseline and a repeatable OE process.

Challenge

A global manufacturer had been live on Workday for two years but was experiencing significant manual workarounds in HR operations — particularly around position management, compensation changes, and manager self-service. Their internal team lacked the bandwidth to address the backlog.

Approach

Performed a structured configuration audit across HCM, Compensation, and Manager Self-Service. Prioritized issues by business impact and tackled them in three sprint cycles. Redesigned key business processes to eliminate approval bottlenecks and reconfigured manager self-service to reduce HR intervention.

Outcome

Reduced HR manual intervention on routine transactions by an estimated 60%. Manager self-service adoption increased from 40% to 85% within 90 days of changes going live. The internal team was equipped with documentation to maintain the improvements.

Challenge

A retail company discovered significant errors in their Workday ACA configuration during an internal audit — measurement period settings were incorrect, affordability calculations were off, and prior-year 1095-C data had not been properly validated before filing.

Approach

Audited the full ACA configuration against current IRS requirements and the client's workforce structure. Corrected measurement period and stability period settings, rebuilt affordability calculations, and worked with the client's payroll team to reconcile and correct prior-year data.

Outcome

ACA configuration brought into full compliance ahead of the next reporting cycle. Prior-year data reconciled with no IRS penalty exposure identified. Client now has a documented ACA configuration guide and annual review checklist.