Phases of Implementation

Workday HCM implementations generally follow these key phases:

1. Plan
   1. Set goals and objectives: What are you specifically trying to achieve with this implementation? (e.g., improve data accuracy, streamline processes, enhance reporting)
   2. Assemble your Workday team: Include executive sponsors, IT, HR, and key stakeholders from across the organization.
   3. Evaluation and selection: If you need to select a Workday implementation partner, carefully research and choose a reputable one with relevant experience.
   4. Define timeline and budget: Create a realistic schedule with milestones and set a detailed budget.
2. Architect
   1. Business process review: Conduct a thorough analysis of your existing HR processes. Identify areas for improvement and those that align well with Workday functionality.
   2. Workday design: Map your improved processes to Workday’s capabilities, configuring the system where necessary.
   3. Identify integrations: Determine which external systems need to interface with Workday (e.g., payroll providers, benefits platforms).
3. Configure
   1. Build out Workday: Configure the modules you’re implementing (core HR, payroll, benefits, etc.) based on the design decisions from the architect phase.
   2. Data migration: Plan for the careful extraction, cleansing, and loading of your legacy data into Workday. This is a complex and critical task.
   3. Testing: Rigorously test all configurations, integrations, and data. This includes unit testing, integration testing, and user acceptance testing.
4. Deploy
   1. Change management: Communicate frequently and transparently with your entire organization throughout the project. Highlight the benefits of Workday and address concerns.
   2. Training: Develop comprehensive training plans with role-specific materials for all users. Explore different methods like self-paced, instructor-led, and hands-on simulations.
   3. Go-live: Deploy Workday into your production environment. Be prepared for potential issues and have support on hand.
5. Support
   1. Hypercare: Provide intensive support post-launch to quickly address unexpected issues and user questions.
   2. Ongoing optimization: Regularly review your Workday processes and data. Look for areas to continuously improve the way you use Workday.
6. Key Considerations
   1. Change Management: Don’t underestimate the impact on your users. Proactive communication, thorough training, and continued support are key.
   2. Data Quality: The success of your Workday system depends on accurate and clean data. Prioritize data review and cleansing during your implementation.
   3. Customization vs. Configuration: Workday is highly configurable. Minimize customizations whenever possible to simplify maintenance and future upgrades.
   4. Testing: It’s crucial to invest time and resources in thorough testing to avoid significant issues down the line.
   5. Post-Implementation Support: Plan for ongoing maintenance and optimization. Consider a support model with your partner, Workday directly, or a combination.