A large education institution partnered with us to implement Workday Financial Management in order to modernize its finance operations and improve financial visibility across departments. Legacy financial systems and manual processes limited transparency, slowed reporting, and increased administrative effort. Our goal was to deliver a unified, cloud-based financial management platform that improved accuracy, streamlined processes, and supported better financial decision-making.
Business Challenge:
1. Disconnected financial systems across departments and entities 2. Manual budgeting, accounting, and reporting processes 3. Limited real-time financial visibility for leadership 4. Increasing compliance and audit requirements
Our Approach:
We delivered an end-to-end Workday Financial Management implementation tailored to the needs of an education institution: 1. Finance Process Assessment: Analyzed current-state finance operations and designed optimized future-state workflows 2. Workday Configuration: Implemented core financial modules including General Ledger, Budgeting, Expenses, and Procurement 3. Data Migration: Cleaned and migrated historical financial data to ensure accuracy and continuity 4. Integrations: Integrated Workday with student systems, payroll, and third-party applications 5. Training & Change Management: Enabled adoption through role-based training and user support
Results
1. Improved financial transparency with real-time reporting and dashboards 2. Faster budgeting and close cycles through streamlined processes 3. Enhanced compliance and audit readiness 4. Reduced administrative effort for finance and department teams