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Where I work in Workday Finance

The areas of Workday Finance where I work, from the first workshop to the weeks after go-live.

Implementation support

A functional lead for Workday Financial Management, from requirements to go-live.

What it covers: Stakeholder workshops and requirement gathering
Financial data model and ledger design
Configuration of Record to Report, banking, assets, customers and suppliers
Business process and security design
Testing support, cutover and handover

Financial data model review

A structured look at how your ledger accounts, worktags and hierarchies support the reports you need.

What it covers: Review of ledger accounts, worktags, custom organizations and hierarchies
Check of balancing rules and intercompany behaviour
Gap analysis against management, statutory and tax reporting
A target model and a sequence for getting there

Multi-book and statutory reporting

Parallel reporting under US GAAP, IFRS and Local GAAP without a spreadsheet in the middle.

What it covers: Ledger and book design
Account mapping across frameworks
Automated adjustment journals
Close steps for each book on a shared calendar

Data conversion and integrations

Clean opening data and reliable interfaces with the systems around Workday.

What it covers: Source-data analysis and mapping to Workday structures
Load templates, trial loads and reconciliation of opening balances
EIB, iLoad, Workday Studio and API-based interfaces
Support for inbound and outbound files

Reports and dashboards

Reports finance teams use in the close and in management meetings.

What it covers: Custom, composite and matrix reports
Executive dashboards
Source-to-GL drill-down for audit traceability
BIRT business documents such as customer invoices

Close, controls and automation

A period close that is repeatable and an audit trail that is already there.

What it covers: Automated journals for revenue, accruals, intercompany and assets
Bank statement reconciliation set-up
Approval workflows, escalation rules and notifications
Security roles, segregation of duties and custom validations

Testing, go-live and hypercare

Disciplined testing and a calm cutover.

What it covers: Unit testing, SIT and UAT coordination
Defect triage and root-cause analysis
Go-live planning and cutover activities
Hypercare and production stabilization

Training and knowledge transfer

Finance users who can run the system without calling the project team.

What it covers: End-user training sessions
Job aids and user guides
Configuration and process documentation
Mentoring for junior consultants

Questions about any of these areas?

Send me a note and I'll reply.