Tag Archives: Workday

Optimising Your Experience at Workday Rising 2023

Workday Rising EMEA is one of the most anticipated events in the Workday calendar. With so much to see and do, it can be hard to know where to begin, especially if it is your first time attending Workday Rising.

In this blog post, we cover everything you need to know about Workday Rising to get the most from your experience. 

1. Book your sessions in advance

Because there are so many great sessions and events offered at Workday Rising, it’s easy to get overwhelmed and miss out on things you’re interested in. The sessions offered at Workday Rising cover a range of topics, and by booking in advance, you can ensure you get to attend the ones that are most relevant to you. Keep in mind that popular sessions fill up fast, so it’s important to act quickly.

2. Balance your time

With so many speakers to hear from it may be tempting to fill your whole day with sessions, but we recommend caution. Take the time to check out the exhibitor hall, network and talk with your peers in the room. 

3. Connect with Workday Partners and exhibitors 

With so much Workday expertise under one roof, you’ll be able to have your burning Workday questions answered. The Preos team will be in the expo hall to talk all things Workday optimisation and on hand to offer any support. You can book a 1-2-1 with our team ahead of time to ensure you have dedicated time to discuss your challenges.

Book a complimentary one-to-one consultation at Workday Rising. 

To help you address any Workday challenges we are offering one-to-one consultations with our Workday experts to solve your specific needs. Contact us to book a time.

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4. Use your lunch break to network

During Workday Rising, there will be many networking opportunities. But one of the most conducive times to network is during lunchtime. Resist the temptation to rush off to find food alone or to catch up on emails. Instead, grab your lunch and sit beside a stranger, or better still, someone who attended the same session as you. Strike up a conversation and see what you can learn from them. 

 5. Attend brain dates

Brain dates are sessions dedicated to connecting people with similar interests. Sign up to attend these sessions and leverage that time to meet new people, learn, and even find a resolution to a challenge you might be having. 

6. Engage in social activities

Workday Rising isn’t just about attending sessions, networking is one of the main benefits. Be sure to take advantage of social activities to connect with other attendees throughout the event. 

7. Create your personalised LinkedIn QR code

Make connecting with your newfound contacts a breeze by having your own unique LinkedIn QR code ready to use. Whether you choose to print it on a business card or save it as your phone home screen, this handy tool allows your new connections to scan and instantly find you.

8. Have fun!

Last but not least, don’t forget to enjoy yourself while attending Workday Rising. There will likely be plenty of opportunities for socialising outside of formal events – take advantage of them! Take some time to explore Barcelona. Try new restaurants, visit historical sites, and enjoy all that the city has to offer. 

Curious to learn more about Preos as a Gold Sponsor at Workday Rising 2023? Discover how our team is leading the charge in Workday Optimisation and how you can connect with us at the event.  

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Boosting Workday User Adoption: 7 Effective Strategies That Deliver Results

Bringing Workday into your organisation can lead to some transformational benefits. But realising them is entirely dependent on the successful adoption of the platform. And that’s not always a walk in the park.

Any major shift within a company – whether it’s introducing new software or reimagining team structures – requires change management. Simply put, change management refers to the tactics and methods implemented to ensure change is executed seamlessly and with minimal business disruption.

It’s a battle fought on several fronts. There are psychological considerations as well as practical ones – from getting people on board with the very idea of something different to delivering the training required to get the most from new software.

In this article, we use our experience guiding companies through successful change management initiatives to share some top tips for getting the most from your Workday investment.

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Tip 1: Reduce complexity

Any fans of needlessly complicated things in the room?

Didn’t think so.

Complexity can be a huge barrier to the adoption of any new solution, and Workday is no exception. It’s not uncommon to see organisations with numerous customisations in their Workday deployment that make using the platform a daunting prospect for employees and managers alike.

If this sounds familiar, take a step back. It’s important to remember that people will only have so much patience when trying to use a new tool. In fact, the natural reaction when things get complicated is to head for the hills and revert to tried and tested methods. Which probably means welcoming back your old friend, Excel.

With that in mind, the first step to successful change management isn’t really about change management at all – it’s about optimising the configuration of your system and processes and keeping things simple.

In our experience, there are lots of reasons a Workday implementation can be overcomplicated, like regulatory measures or just a basic misunderstanding of how the product works. Or attempts to transpose the way things were done previously directly into the system.

The good news is that in nine out of ten cases, it’s easy for a trained eye to see where things can be simplified to make the management and use of your platform far easier – and people far more likely to embrace it.

Tip 2: Establish exactly where and how Workday could be deployed

When deploying Workday, you need to give some serious thought to who in your organisation you want to use it, and what for.

The amount of change it can introduce in people’s lives can vary dramatically, and not all change will be viewed as positive. Finding the right use cases is a must. If you ask people to use the platform for things that add complexity rather than reduce it, you’ll likely encounter some major problems with adoption.

So, step two is to thoroughly assess the roles in your organisation that could benefit from Workday – and then, more specifically, the individual tasks people in those roles can use the platform for.

The best place to start with this is to consider the reason you chose Workday in the first place. This approach will also ensure that you integrate the right data within the platform, which is one of the biggest reasons adoption fails.

Once you’ve identified these core processes, it’s important that you continue to search for other use cases and benefits for different user groups. After all, the greater the adoption the greater your ROI. Each use case will be different, but the most important element is to understand where initial resistance comes from, and remove those obstacles as quickly as possible.

Of course, there are some instances where people will have to use Workday whether they like it or not, because it’s what’s best for the organisation.

For example, a common complaint from senior managers is having to create job requisitions or initiate job change transactions. As this is something that’s only done once a year or so, it can take a long time to complete – all while taking the manager away from more value-adding activities.

In situations like this, your focus should be on making it as easy as possible to complete the task in Workday. It must be simpler than calling or emailing HR. Getting this right requires the right support structure with local points of contact and champions to help managers use the system.

Book a complimentary Workday User Adoption Strategy Session.

Book your complimentary 30-Minute Personalised Strategy Session with our Workday user adoption expert today and make immediate progress towards increasing Workday user adoption at your organisation. 

CONTACT US

 

Tip 3: Demonstrate the benefits to encourage adoption

As a general rule, people are resistant to change. And asking people to change the way they work is notoriously difficult.

This will be especially true of certain demographics in your workforce – namely those that have been in their position a long time and are used to a particular way of doing things. After all, we all get attached to the things we’re familiar with. Even if those things are spreadsheets.

An even bigger problem arises when people feel the tools you’re giving them are adding to their workload. So, it’s vital to make the benefits of Workday clear – both personal and organisational – to every single person who will use it.

One way of doing this is to reframe the idea of having more things to do. Workday should be seen as enabler rather than a burden – something that provides direct access to the tools people need to get things done without having to ask anyone for help.

Essentially, Workday should never feel like it’s adding more work to already full plates. It should only ever help people to work smarter and more efficiently. But this has to be communicated effectively. Language around the solution should be positive, it should focus on the benefits of the platform and, if possible, those benefits should be shown not told.

For example, in the past we’ve encouraged companies to share short videos of senior team members using Workday to accomplish simple tasks on their mobile devices. This is a quick and easy way of showing a wide audience the efficiency it can bring to otherwise complicated processes.

Tip 4: Identify your early adopters and Workday advocates

Another important element of driving adoption is finding the people who can help accelerate uptake – those most likely to embrace change.

Digital natives, for instance, are generally more eager to adopt new technologies than Gen X. So start with those easy wins, and have them share their success stories far and wide to encourage others.

One technique we’ve seen implemented successfully is to identify key influencers within the organisation; the people your workforce listens to and takes its lead from. These may not automatically be the people in charge – although it’s important to note that all change should be led from the top, and your leaders should be aware whose voices carry the furthest in your organisation. Regardless, it’s important to cast a wide net with your stakeholder mapping to identify where advocacy and influence really come from.

Once you’ve identified these agents of change, and made Workday a central part of their role, they can become evangelists for the platform.

In the past, we’ve helped these individuals make Workday a part of their career path. And we’ve developed internal Centres of Excellence, where those with an appetite for the platform can continue to develop and refine its use for the good of the organisation.

The main point here is that if you choose people of influence who are already eager to adopt the solution, and provide them with the support needed to thrive, they will inevitably bring others along for the ride with them.

Not only will your advocates be more convincing to their peers than messages passed down from management, but they can also help with some essential local and cultural knowledge, understanding the best way to share ideas with the wider workforce to encourage adoption.

For example, in Japan we used Manga cartoons to engage employees to complete their day-one tasks following the launch of a new feature. Every company culture is different, and those with boots on the ground will have a better sense of it than anyone.

Tip 5: Remove pain points with timely, flexible training

Providing the right training is perhaps the most important aspect of removing barriers to adoption.

Often, we see training that only covers the “happy path” – how things should work when all goes according plan. But what happens when things go wrong? Because if there’s ever a certainty in life, it’s that something, at some point, will go wrong.

If people have to resort to calling support or finding answers from others in the organisation when this happens, you’ll quickly find the limits of their patience. Which is why robust and flexible guidance is imperative.

Training must be tailored to specific roles and activities, and delivered in easy-to-digest modules that use human language and not technical terms to communicate ideas. And, vitally, it must be accessible on demand, so people can resolve problems and learn new skills quickly.

It’s also important to remember that people learn in vastly different ways, so be sure to use a combination of e-learning, quick reference guides, videos, and simulations to make it as easy as possible for people to absorb information in the way they feel most comfortable.

Tip 6: Focus on continuous improvement

When it comes to Workday, change management isn’t a once-and-done activity. In part because the platform itself is improved and updated so regularly.

Keeping up with the changes can feel like the infamous task of painting the Forth Bridge: Once you’re done, it’s time to start over. But the rewards are worth the effort. So, it’s important that training and optimisation are continuous activities to prevent people from falling behind and getting lost in new features.

It’s also imperative that you conduct regular housekeeping activities. If data isn’t integrated with Workday, or if it’s done so incorrectly, the results the platform delivers will be inaccurate. And if the results are inaccurate, then you won’t achieve the business outcomes you were looking for.  

To avoid this, you need regular checks and balances in place to make sure Workday is being used correctly and people are getting the results they expect – and, of course, that your organisation is getting the most value from its investment.

In addition, you must have a living and breathing governance structure, with clear ownership of processes, the system, data, and knowledge management. This is key to creating a culture of continuous improvement.

Think about rewarding ideas and proactivity in this area. A little acknowledgement can go a long way in building adoption, advocacy, and ownership.

Tip 7: Measure success

Of course, there’s no point in continually moving forward if you’re not clear on the impact your actions are having. The final step of your change management program is to regularly measure the success you’ve achieved and identify areas for improvement.

Success will look different for everyone, so it’s best to start by reminding yourself why you adopted Workday to begin with. What efficiencies were you trying to achieve? Are your KPIs being met? And most of all, are your people happy?

The importance of this last point can’t be overstated. Really listen to the people in your organisation who use Workday (they almost always have plenty to say). Find out what their pain points are and make a visible effort to address them. You may even want to create a group for your power users to share optimisation ideas.

If your people feel like you’re working alongside them to make their lives easier, they’re far more likely to get on board.

Want to learn more?

As a Workday partner, we provide optimisation services to organisations of all sizes, delivering the guidance, training, and support to help you get the most from your investment.

A big part of our service offering is change management. In fact, we recently helped one company achieve a 97% Workday adoption rate within a week of go-live.

If you’d like to learn more about how we can help your organisation navigate change, get in touch.

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How to manage divestments in Workday

Workday recently celebrated its 18th birthday with a customer base in excess of 10,000. As Workday’s popularity grows, so do the mergers, acquisitions, and divestments that occur among its customer base.

Managing these transactions can be challenging, but it’s becoming a growing requirement for those managing Workday systems.

At Preos, we have helped many organisations navigate mergers, acquisitions, and divestments. We previously discussed in a blog how each M&A situation requires a unique solution. Divestment also requires you to take a strategic approach with similar considerations.

It’s important to carefully assess the situation and ask:

What is the size of the divestment?

The size and scale of the divested entity will dictate the data and system requirements needed for the transaction. 

When divesting a niche area of your business with a limited number of employees, the need to think of system-to-system data transfers would not be appropriate. However, there is a requirement to reliably extract the data meaning a clear data extraction approach must be taken. 

Conversely, if a significant proportion of your organisation is being divested, or the employee count is large, the need for system-to-system data transfer must be addressed.

What form does the deal take? 

The structure of the transaction will be a crucial factor in planning and executing the divestment. The form of the deal will likely be dictated by the buyer, whether it’s a private equity deal, IPO, or acquisition by another organisation. 

  • Private Equity
    If the transaction is primed as a private equity deal, it is likely the divested entity will require medium-term use of systems provided by the parent company (typically using a TSA). This is typically followed by either data transfer to a net new system or, in the case of Workday customers, a copy or build to a new tenant.
  • IPO
    A transaction centred on an IPO is likely to follow the same pattern as a PE transaction with system support being required before separation.
  • Purchase by another organisation
    If the entity is being acquired by another organisation, the form of separation can take many shapes. 

    If the number of employees involved in the transaction is low, it may require a set of custom reports to deliver data to the acquiring organisation on or around the divestment date. 

    For larger employee populations involving significant employee numbers, there may be a prolonged period of maintaining the separated population within the parent company system before a separation.  

The scenarios discussed above are not comprehensive, but whichever form the transaction takes, the requirements of the deal will inform the approach. The sale of the deal leads to another significant area of focus, regulatory requirements.

What are the regulatory and legal requirements?

Regulatory and legal requirements are also essential to consider, as any divestment will likely go through some form of regulatory process which will further guide the approach taken. The technical responses to the regulatory requirement will dominate the approach taken, including the need to consider:

  • Separation of data
    There will be a need to separate data within your existing system, typically using logical separation and security controls. Usually, this will become a requirement upon announcement of the deal.
  • Data Purging
    Once a deal is complete, it is critical to consider the need to purge data transferred to the new owner. Understanding the data footprint and implementing a clear strategy should be in your early plans.

What is the timeline?

Likely, the previously mentioned areas of size, scale, deal formation and regulatory requirements will have already defined many aspects of your approach. However, the timeline is an important strategic and tactical consideration. It is critical to understand what is realistic, the amount of effort required in the various approaches and the business need.

Conclusion:

As with M&A, there is not one correct approach or answer to how divestments should be managed within Workday. 

However, the lenses discussed above and the timeliness with which an organisation reviews and understands the environment of the divestment will contribute to the success of the separation and ongoing success of both organisations.

At Preos, our team of experts have significant experience in successfully guiding numerous organisations through the complexities of mergers, acquisitions, and divestments. Let us help you navigate the path ahead with confidence and ease.

Contact us today to see how we can support you to ensure a successful outcome.


Image (c) by Ronald carreño from Pixabay