What We Do
Advisory Services & Transformation
The most complex Workday programs, the highest-stakes transformations, the moments when the right guidance matters most. Our advisory practice exists for exactly those situations. We bring senior, domain-specific expertise to the table when organizations need more than execution. They need judgment.
Schedule a ConsultationStrategic. Independent. Senior-Led.
Advisory That Goes Where Other Firms Can't
Most consulting relationships are tied to a delivery outcome. Ours is not. Our advisory practice is built for the situations where an organization needs a trusted, independent perspective rather than a vendor with a vested interest in the answer. We advise on program strategy, architecture, governance, and organizational change with full alignment to your objectives, not ours.
Whether you are preparing for a global Workday transformation, navigating an M&A event, standing up governance for the first time, or evaluating an existing program that has lost its footing, we bring the structured methodology and senior experience to help you move forward with confidence.
What We Advise On
A Practice Built Around the Hard Problems
Our advisory engagements are senior-led and scoped to your specific situation. These are the capability areas where we most commonly engage.
Global Workday Transformation
End-to-end program strategy and advisory for large-scale, multi-country, or multi-entity Workday transformations. We help organizations design the right program model, sequence workstreams intelligently, and build the governance infrastructure to sustain it.
Mergers, Acquisitions & Divestitures
Specialized advisory for organizations navigating M&A activity in a Workday environment. Whether consolidating tenants, separating business units, or integrating an acquired entity, we guide the architectural and operational decisions that determine how quickly and cleanly the transaction settles into Workday.
Independent SI Oversight
We place experienced advisory resources client-side to sit across the table from your system integrator throughout a Workday implementation. Our advisors understand how programs should be run, where risk accumulates, and how to hold an SI accountable to delivery commitments without disrupting the engagement.
Workday Governance Design
End-to-end design and administration of Workday governance processes. From change control frameworks and release approval workflows to data stewardship and security governance, we install the structures that keep your Workday environment stable, auditable, and aligned to your business over time.
Architecture Review & Assessment
A structured review of your existing Workday architecture with a documented output: an impact, risk, and cost assessment of the current state, accompanied by a menu of recommended remediation or enhancement options for your leadership team to evaluate and prioritize.
Organizational Change Management
Strategic OCM advisory for programs where adoption is the critical path. We design the stakeholder engagement model, build the communication architecture, assess organizational readiness, and lead the change program from strategy through sustainment. Available standalone or as an integrated workstream within a broader engagement.
Program Health & Recovery
For implementations that have stalled, drifted from scope, or lost stakeholder confidence, we provide an independent program health assessment with a clear-eyed view of where things stand and a practical path forward. Objective, candid, and oriented toward recovery rather than blame.
Business Case & Roadmap Development
Pre-program advisory for organizations evaluating Workday or planning the next phase of their investment. We build the business case, define the roadmap, identify sequencing dependencies, and prepare leadership for the decisions ahead. The right foundation before a dollar is committed to execution.
Protecting Your Investment
Your Advisor at the Table. Every Step of the Program.
Even well-run implementations benefit from a client-side advisor who is focused entirely on your outcomes. When an SI is managing delivery, their attention is on execution. That is exactly what you hired them for. What organizations sometimes lack is a parallel voice that is reading the program from the client's seat, asking different questions, and surfacing what leadership needs to know before decisions become difficult to reverse.
Our advisory resources fill that role. They are experienced with how Workday programs are structured, what healthy delivery looks like at each stage, and how to keep a program on track without disrupting the SI relationship. Their job is to give your leadership team independent clarity on program health, risk, and decision quality throughout the engagement.
- Embedded client-side advisor present at all key program governance forums
- Independent review of deliverables, design decisions, and milestone readiness
- Escalation support when SI commitments and client expectations diverge
- Objective program health reporting directly to your executive leadership
- Available across any system integrator, any engagement size
Who This Is Built For
- Organizations implementing Workday for the first time without internal expertise
- Clients who have experienced delivery issues on prior enterprise programs
- Boards or CFOs seeking independent confirmation of program status
- Organizations mid-implementation where confidence has started to erode
- Procurement and legal teams evaluating SI contract performance
Transactions & Structural Change
When the Business Changes, Workday Has to Keep Up
M&A activity creates some of the most complex Workday challenges an organization can face. Tenant consolidation, entity separation, data migration across organizational boundaries, and security restructuring all need to happen under time pressure and with limited tolerance for error.
Pre-Transaction Assessment
Before the deal closes, we assess the Workday footprint of both entities: configuration complexity, integration dependencies, security model conflicts, and data structure compatibility. The output is a realistic picture of what the Workday integration or separation will actually require.
Integration Strategy
For acquisitions and mergers, we develop the tenant strategy, sequencing plan, and organizational design decisions that need to be resolved before technical work begins. Including whether to consolidate tenants, run parallel for a period, or maintain separate instances with a shared integration layer.
Divestiture Separation
For carve-outs and divestitures, we design the separation approach for the Workday environment, covering data segmentation, tenant cloning or extraction, security access restructuring, and the operational cutover plan for the departing entity.
Program Oversight
We provide ongoing advisory oversight through the execution phase of an M&A Workday program, independent of the delivery SI. Our advisors track decisions, flag risks as they surface, and ensure the program stays aligned to the transaction timeline and the business intent behind it.
Built to Last
Workday Governance That Actually Works
Most organizations treat governance as a formality. A change request form, a vague approval process, a policy document that lives on a SharePoint no one reads. The result is configuration drift, security exposure, and environments that become harder to manage with every passing year.
We install governance as an operating capability. Our end-to-end governance design covers the full lifecycle of decisions that touch your Workday environment and builds the processes, accountability structures, and documentation standards that make governance repeatable without being burdensome.
- Change control framework design and implementation
- Release management and approval workflow structure
- Security governance and access review processes
- Data stewardship and data quality accountability frameworks
- RACI development for all Workday operational roles
- Escalation paths and decision authority matrices
- Governance administration and ongoing facilitation available as a managed service
When Organizations Come to Us for Governance
- Post go-live, when the deployment team has left and no one owns the process
- Before an audit where Workday access controls and change history will be scrutinized
- When configuration drift has made the environment difficult to manage
- At the start of a program, to build governance in rather than bolt it on
- Following an M&A event that disrupted existing governance structures
See What You Have. Know What to Do Next.
Architecture Review & Recommend
Organizations that have been live on Workday for a year or more often find themselves in the same position: the environment works, but not as well as it should. Reports that should take minutes to build take weeks. Integrations that break more than they run. Business processes that were configured for a version of the organization that no longer exists.
Our architecture review is a structured engagement that examines your Workday environment against best practices, your current business requirements, and your forward roadmap. The output is not a generic scorecard. It is a specific, prioritized menu of options for your leadership team.
- Full review of configuration, security, integrations, and business processes
- Gap analysis against current Workday platform capabilities
- Impact assessment: the positive business value your organization would realize by making each change
- Risk assessment: what each issue is exposing you to
- Cost assessment: what remediation or enhancement would require
- Prioritized recommendation menu: your leadership chooses what to act on
What the Output Looks Like
Every architecture review concludes with a structured findings report and a recommendation register. Each item in the register is categorized by impact, risk level, and estimated cost to address. Your team leaves with a clear picture of the current state and a set of discrete options, not a vague roadmap or a list of things that are broken with no path forward.
Reviews can be scoped by domain, by functional area, or across the full tenant depending on your priorities.
People Are the Program
Change Management That Drives Adoption, Not Just Awareness
Technology succeeds when people use it well. Our change management advisory is built around that premise. We do not deliver slide decks about change. We design and run the programs that move people from resistance to readiness.
Organizational Readiness Assessment
A structured evaluation of your organization's capacity and appetite for the change being introduced. We identify where support is strong, where resistance is forming, and what interventions will be most effective for each stakeholder group.
Stakeholder Engagement Strategy
We map the stakeholder landscape, define engagement approaches by group, and build the touchpoint plan that keeps the right people informed and invested at every phase of the program.
Communication Architecture
Message strategy, channel selection, timing, and content development across the full program lifecycle. From executive sponsorship messaging to end-user readiness communications, we build and deliver the full suite.
Training Strategy & Design
Learning program design aligned to your Workday configuration and your workforce profile. Role-based curriculum, delivery format recommendations, and coordination with your internal training team to build capability that outlasts the program.
Adoption Measurement
Defined adoption metrics, measurement checkpoints, and reporting structures that give your leadership team a real-time view of how well adoption is tracking against program milestones. No assumptions. Actual data.
Post Go-Live Sustainment
Adoption does not end at go-live. We extend the change program through the sustainment period, supporting end users, addressing adoption gaps as they surface, and transitioning the change function to your internal team on a defined timeline.
One Practice, Many Entry Points
Advisory Works Alongside Every Engagement We Run
Advisory is not a separate track. It is the lens through which every engagement we run is strengthened. Our advisory capabilities are available standalone or as an integrated layer within a Catalyst deployment, an AMS program, or a staff augmentation engagement.
With Catalyst Deployments
Advisory resources embedded as client-side owners of governance, change management, and program assurance. Your deployment runs with delivery confidence from both sides of the table.
With Managed Services
Governance administration, architecture reviews, and roadmap advisory layered into an existing AMS engagement. Your environment keeps getting better, not just supported.
With Staff Augmentation
Advisory oversight of resources placed client-side, including access to senior Area Leads when domain-level judgment is needed beyond what a single placed resource can provide.
Standalone Engagements
Architecture reviews, M&A advisory, governance design, and program health assessments scoped and delivered independently, with no requirement to hold another engagement with our team.
Bring In the Right Expertise Before the Decision Gets Made
Advisory is most valuable before a direction is locked in. Let's talk about where you are and what a structured engagement could give you.