Demand for cloud-based applications has skyrocketed in recent years with the proliferation of decentralized computing, thanks to systems like AWS. Businesses can gain major advantages by moving their operations into the cloud. Nevertheless, a successful migration is only possible if you plot out the steps you’re going to take. When it comes to Workday implementation, you’ll want to make sure you don’t skip any of these five steps.
5 Steps to Preparing for Workday Implementation
1. Define the Scope
All too often we find that companies know that there are benefits to be gained from switching to cloud-based applications, but they haven’t specified what benefits they hope to achieve. Workday specifically targets finance, HR, and strategic planning through analytics. You should first set goals in these areas. Are you looking to simplify reporting, or speed up HR processes? What will Workday do for you?
Once you’ve defined your objectives you can then outline a timeframe for your implementation. Take into consideration the time it will take to train people on the new platform. Don’t forget that Workday pushes updates twice a year and so you’re probably going to have a feature update during your transition. Finalize your budget before you proceed so that you can avoid going over in the long term.
2. Review Processes
One of the biggest mistakes when moving into the cloud is to simply copy your existing process and try to duplicate it using a cloud-based application. Working in the cloud can often simplify your processes or even make some of them redundant entirely. Your goal should be to get more agile, more responsive, and ultimately more productive. Using the same old processes, even with better technology, won’t do that.
Give your processes a thorough review after you understand what Workday can do for you. You may want to consider bringing in consultants who specialize in process optimization to help you refine your processes and get them ready for the cloud.
3. Test and Refine
Another common error is to force everyone onto the cloud and then iron out the wrinkles as you go. If you do this, your staff will find the whole experience quite frustrating. Instead, consider working with a pilot group that is willing to test and provide feedback on the new tools. Ideally, your staff should get a turnkey experience. If they’re struggling with a broken system, they’ll be reluctant to embrace it in the future.
As you get up and running, test your workflow on Workday and continue to optimize your new processes.
4. Create New Documents
Once you’ve finalized your processes and have tested out the system, you’re ready to flip the switch. But before you do, document everything. You will need new manuals, new training materials, and new tutorials. If you can have these ready when you migrate, it’ll help staff adapt smoothly.
5. Migrate Data
Finally, all you need to do is migrate your data. It can be helpful to have experts on hand as redundancies can cause issues later. Likewise, migrations open the door to data theft, which can cripple your company.
If you want the best Workday implementation possible, contact Project Genetics to schedule an appointment. We can help you get it up and running and tailored to your company’s needs.