5 Steps to Preparing for Workday Implementation

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.  

Corporate CPR Episode 21: Redefining Employee Benefits Strategies with Peter Nieves

Peter Nieves serves as Chief Commercial Officer for WIN Fertility. 

He is responsible for products and clients, including setting and executing WINFertility’s commercial strategy, initiatives, and earnings growth. 

Peter has 27 years of experience building businesses in employer consulting, population health management, and virtual care services. 

His experiences include P&L management, business planning, partnership development, acquisition optimization, client growth, leadership, building and mentoring high-performing teams, and data analytics and digital enhancements to operations and member experience.

On the show today, we discuss why compensation and benefits are vital tools in managing today’s workforce. 

Key Takeaways. 

  • Strategies for attracting and retaining a diverse workforce via employee benefits. 
  • WIN Fertility’s policies. Offering unlimited time off, fertility benefits, and adoption options have benefited the organization’s management. 
  • Why working from home is just as beneficial and productive as working in an office. 
  • The impact of offering virtual support as a way of taking care of your employees. 
  • How family building programs lead to a happier and more productive workforce. 

Connect with Peter

LinkedIn – https://www.linkedin.com/in/peter-n-nieves-0906575/ 

Website – https://www.winfertility.com/ 

Back on Track: 4 Steps to Project Recovery

Recently, it was estimated that 36% of business projects fail. Trillions of dollars are invested into projects every year, so that’s a lot of money being wasted. Most projects run into trouble towards the end of the project and it becomes challenging to right the ship. When it’s realized that a project is going off track, how do you recover it? Read on to learn the important steps for project recovery!

Back on Track: 4 Steps to Project Recovery

1. Create a Special Team

The first step is to create a special team tasked with recovery. This is a team composed of folks outside of the current project. Think of this team as an internal audit. Their goal is to do an independent evaluation of the project, conduct critical assessments, and execute the recovery process. As they will be stepping on toes, it’s important to have a good mix of personalities to minimize personnel issues. Buy-in from the current project team is key.

2. Start From the Top

Projects that follow the methodologies outlined by the Project Management Institute generally have a project charter with an outlined mission, objectives, and success criteria. These project artifacts must be reviewed and validated. It’s expected that some elements may need to evolve to match any new learnings since the project started. It’s also anticipated that any modifications will require approval.

3. Perform a Critical Assessment

A well-thought-out assessment is efficient, accurate, and minimizes project distractions. During the assessment, all critical project artifacts will need to be reviewed and project team members will need to be interviewed. Project artifacts in this step usually include the project plan, budget and associated metrics, estimate and pricing details, contract, and project organization chart.
The employees critical to the interviews include the project manager, sponsor, stakeholders, members of the project management office (if applicable), contractors, vendors, customers, and project team members. The goal of these interviews is to determine the exact status of the project, as well as any risks, issues, and opportunities. Interviews should emphasize confidentiality and open-ended questions.
Once the assessment is complete, the data should be analyzed and a list of findings and action items must be created. Then answer the most important question: is recovery possible? If so, move on to the next step.

4. Plan and Recover the Project

Once recovery is deemed possible, an extended team will need to be curated and the recovery process will start. It’s expected the focus now is on not failing. In addition, the recovery process will be subject to intense scrutiny, tight controls, and higher frequencies of communication and monitoring. The recovery plan must also take into consideration employee morale, personnel problems, and leadership issues. Patience, constant monitoring, and regular feedback are significant events during recovery.
Failing projects are recoverable. However, experience is necessary to turn them around. Do you need assistance in getting your project back on track? Check out Project Genetics today and meet with seasoned experts who can recover your troubled project! We help customers every day with project delivery. We are 100% committed to project success and can help you get your project back in line with your organization’s goals.

Corporate CPR Episode 20: What’s Next for Diversity, Equity, and Inclusion?

Corporate CPR Episode 20: What’s Next for Diversity, Equity, and Inclusion?

Noa Gafni is the Executive Director of the Rutgers Institute for Corporate Social Innovation and a Social Innovation Fellow at the University of Cambridge. 

She began her career as an entrepreneur, founding a social network for women in 2005.

After completing her MBA, Noa joined the World Economic Forum as a Global Leadership Fellow and the Head of Communications for the Global Shapers Community. Shortly after leaving the World Economic Forum, Noa launched Impact Squared, which works with social causes to elevate their message, motivate people to act, and evaluate their impact.

Noa is passionate about the intersection between social impact and diversity, equity, & inclusion (which she calls inclusive impact).

Today’s show delves into how organizations can become more inclusive in their hiring process, alongside the numerous benefits of embracing diversity.

Key Takeaways

  • What’s next for diversity, equity, and inclusion?

  • Is there a real skills gap, or are we judging individuals based on subjective standards?

  • How lack of diversity impacts company growth and employee culture.

  • The value proposition for reducing our reliance on “shortcuts” like tapping our networks.

Connect with Noa:

Website – https://ricsi.business.rutgers.edu/ 

LinkedIn – https://www.linkedin.com/in/noagafni/ 

Twitter – https://twitter.com/noagafni 

Is Your Organization Failing at Project Delivery?

Recently, it was estimated that projects have only a 64% success rate. In Australia alone, an average of $5.4 billion was being wasted on abandoned and poorly executed projects. The warning signs are there when a project is on rocky grounds. Yet, management is often the last to know that a project is headed for failure. What are the signs of project delivery failure and what can be done to stop this situation? Read on to learn more!

5 Signs Your Organization Is Failing at Project Delivery

 

1. Poor Communication

 

If core project team members aren’t talking to each other, that’s a bad sign. And if the project team is not talking to leadership or the stakeholders, that’s an even worse sign. Project status meetings and steering committee meetings can be scheduled to enforce communication.

A project manager with excellent meeting management skills is also key. In addition, it’s important to create an environment where negative news is accepted so participants are not fearful to relay issues and risks.

2. Disinterest

 

Does this sound familiar? People are late to or absent from meetings. Meeting attendees are quiet. People aren’t paying attention or distracted by their phones instead of focusing on the meeting. This is one of the earliest signals that your project is doomed to fail.

Healthy projects have active engagement, high participation, and a generally positive environment. This can be accomplished through robust project management and strong support and buy-in from leadership.

3. Overtime

 

A direct sign that a project is failing is when employees are working too much overtime. This indicates that the project has not been estimated correctly, too many unanticipated issues have been encountered, and the current project management style is not a good fit. A side effect of overtime is a decline in employee health.

A smoothly running project should have little to no schedule overruns. A change in project management and well-thought-out mitigation plans for project issues and risks will help resolve this issue.

4. Missed Milestones

 

One of the clearest signs that a project is in trouble is when a milestone is missed. Unfortunately, by this time it’s too late. While due dates can sometimes be missed, missing them in a big way (weeks off track) or missing too many milestones indicates the project is on the wrong path. If the first milestone is missed, it’s time to evaluate the current project management and leadership to see if a change is required.

5. Scope Creep

 

Another warning sign of project failure is when the project scope expands with no realignment to the project plan. This impacts project deliverables, due dates, and execution details. Scope creep is a common issue on projects and can quickly lead to other warning signs like overtime, poor communication, and missed milestones. It’s important to have an experienced project manager and effective decision-makers on the project to keep scope creep in check.

Are you concerned about your organization’s ability to execute on projects? Visit Project Genetics today to learn more about successful project execution! Our proprietary process puts the right person on the job from day one. Clients love our no-nonsense approach because we are 100% committed to project success. We get things done on time, every time, and on every project!

Is Your Organization Failing at Project Delivery?

Recently, it was estimated that projects have only a 64% success rate. In Australia alone, an average of $5.4 billion was being wasted on abandoned and poorly executed projects. The warning signs are there when a project is on rocky grounds. Yet, management is often the last to know that a project is headed for failure. What are the signs of project delivery failure and what can be done to stop this situation? Read on to learn more!

5 Signs Your Organization Is Failing at Project Delivery

1. Poor Communication

If core project team members aren’t talking to each other, that’s a bad sign. And if the project team is not talking to leadership or the stakeholders, that’s an even worse sign. Project status meetings and steering committee meetings can be scheduled to enforce communication.

A project manager with excellent meeting management skills is also key. In addition, it’s important to create an environment where negative news is accepted so participants are not fearful to relay issues and risks.

2. Disinterest

Does this sound familiar? People are late to or absent from meetings. Meeting attendees are quiet. People aren’t paying attention or distracted by their phones instead of focusing on the meeting. This is one of the earliest signals that your project is doomed to fail.

Healthy projects have active engagement, high participation, and a generally positive environment. This can be accomplished through robust project management and strong support and buy-in from leadership.

3. Overtime

A direct sign that a project is failing is when employees are working too much overtime. This indicates that the project has not been estimated correctly, too many unanticipated issues have been encountered, and the current project management style is not a good fit. A side effect of overtime is a decline in employee health.

A smoothly running project should have little to no schedule overruns. A change in project management and well-thought-out mitigation plans for project issues and risks will help resolve this issue.

4. Missed Milestones

One of the clearest signs that a project is in trouble is when a milestone is missed. Unfortunately, by this time it’s too late. While due dates can sometimes be missed, missing them in a big way (weeks off track) or missing too many milestones indicates the project is on the wrong path. If the first milestone is missed, it’s time to evaluate the current project management and leadership to see if a change is required.

5. Scope Creep

Another warning sign of project failure is when the project scope expands with no realignment to the project plan. This impacts project deliverables, due dates, and execution details. Scope creep is a common issue on projects and can quickly lead to other warning signs like overtime, poor communication, and missed milestones. It’s important to have an experienced project manager and effective decision-makers on the project to keep scope creep in check.

Are you concerned about your organization’s ability to execute on projects? Visit Project Genetics today to learn more about successful project execution! Our proprietary process puts the right person on the job from day one. Clients love our no-nonsense approach because we are 100% committed to project success. We get things done on time, every time, and on every project!

Corporate CPR Episode 19: Succession Planning and Cultivating Talent with Land Bridgers

Corporate CPR Episode 19: Succession Planning and Cultivating Talent with Land Bridgers

Land Bridgers has over two decades of experience in the financial services industry and serves as the CEO of Integrated Financial Group (IFG). 

 

Land is passionate about empowering independent financial advisors to impact their clients in a positive way and does this by ensuring that the advisors of IFG have the resources, tools, and time to focus on what matters most: their clients. 

 

With the goal of each advisor to reach their full potential in mind, Land finds fulfillment in seeing IFG’s advisors hit their goals and targets.

On today’s show, we discuss succession planning, and how organizations can start looking into grooming their potential successors.

Key Takeaways; 

  • Organizational continuity and the importance of having a strong succession plan in place. 

  • How having a clear vision, strong corporate culture, and business plan can help in grooming future leaders. 

  • How to properly outsource talent from outside. 

  • Including documentation, mentoring, and training as part and parcel of your succession planning. 

Connect with Land Bridgers. 

Website – https://integrated-financial-group.com/ 

LinkedIn – https://www.linkedin.com/in/landbridgers 

Email – LBridgers@TheBrainTrust.net

5 Signs Your Organization Could Use Agile Coaching

Organizations are adopting the Agile project methodology to accelerate delivery and improve project outcomes. However, Agile can be difficult to learn and conquer without the correct training. It’s been told that up to one-third of small companies fail with Agile. And that number can increase to two-thirds with larger-sized companies and more complex organizational structures. Luckily, an experienced coach can be the key to success! Read on to understand whether Agile coaching is a good fit for your organization!

5 Signs Your Organization Could Use Agile Coaching

1. Your Team Is Stressed Out

The symptoms are obvious. People are griping, working overtime, unsure of their roles and responsibilities, and not communicating. And it seems like the entire team is running to stand still. Employees are ready to throw in the towel. Don’t give up! This is completely normal as a team learns the Agile ropes and adjusts to the process. A coach can step in, identify the gaps, and right that ship!

2. You Spend More Time Fixing Than Building

We’ve all heard the story. The fix list continues to pile up and there’s no end in sight. The development list falls to the wayside as the priorities shift. If you find yourself in a situation where you’re constantly delaying the delivery of new development, then something needs tweaking. An adjustment in work quality is needed to reduce the number of breakages. An Agile coach can help!

3. You Keep Missing Deadlines

Perhaps you missed one deadline. That’s fine, but then another one gets missed. And another. And pretty soon, you’ve failed to meet your customer’s or stakeholders’ expectations. Bring in an Agile coach! Usually, this can be fixed by creating better collaboration and matching proper skill sets to roles. An outside perspective can assist with these sensitive areas and put you on the right path.

4. Everything Seems to Be Moving Too Slowly

With Agile sprints, it can almost seem like everything is moving too fast or too slow. The Agile methodology is intended to tap into deep work and focus. Progress will seem to grind down as this happens, creating tension. This is normal. Agile requires a gradual adoption of the new mindset. An Agile coach can renormalize the team to move you towards a better cadence.

5. Your Team Feels Disconnected From the Bigger Picture

One of the goals of Agile is to break bigger project work into smaller chunks. This falsely puts the perception of work on a smaller scale. It can be hard to connect to the larger vision and strategy. If the team is asking questions that indicate they don’t understand the why of what they’re doing, then it will be hard for them to make good decisions about their work. Utilize an Agile coach to reconnect the team to the bigger picture!

Are you struggling with the Agile methodology or attempting to scale with Agile, yet running into roadblocks? Take a look at Project Genetics today to connect with an expert on project delivery! We’re a proven leader in project implementation and committed to your success. We’re passionate about project victory and can help you feel more comfortable with Agile!

Corporate CPR Episode 18: Evolving and Innovating Business with Jack Killion

Corporate CPR Episode 18: Evolving and Innovating Business with Jack Killion

Our most recent podcast episode is a bit of a memorial to a wonderful spirit who joined the show to share his hard-earned wisdom with us and has since passed on. Jack Killion had a tremendous background as an entrepreneur, growth strategist, educator, and coach. His experiences included education at Yale and MIT, global business experience, and even visiting the White House 3x and meeting president Jimmy Carter face-to-face.

 

In this episode, we discuss several subjects, with the most vital takeaways being our discussions around business models, revenue diversification, and knowing when it’s time to pivot.

https://youtu.be/Z3lMnOBtSgk

Key Takeaways:

  • The importance of diversifying revenue to maintain long-term viability.

  • Why finding the right business model and building a solid team are essential to profitability and longevity.

  • How networking impacts business by generating feedback and positive relationships.

  • In any organization, there are a small number of “difference makers” who make the most significant impact.

 

Relevant Links:

Corporate CPR Episode 17. Improving Board Accountability and Corporate Governance with Douglas K. Chia

Douglas K. Chia is the sole owner and President of Soundboard Governance LLC and a Fellow at the Rutgers Center for Corporate Law and Governance.  

Mr. Chia was previously Executive Director of The Conference Board ESG Center and continues to contribute to The Conference Board as a Senior Fellow.  

He is also a Fellow at the Aspen Institute Business & Society Program, Advisor to Foresight BoardOps, and Advisory Board Member of the ESG Professionals Network and PracticalESG.com.

Tune into today’s episode as Mr. Chia and I talk about the different role(s) that a board can play in ensuring the success and growth of corporate governance. 

Key takeaways:

  • Why board members should interact and communicate more with lower-ranked employees. 
  • The role of a board in administering and overseeing organizational change. 
  • The importance of verifying information that is sourced from management. 
  • Personnel and resource management. Why CEOs that are sourced and promoted from within an organization tend to perform well. 

Connect with Mr. Chia

Linkedin – https://www.linkedin.com/in/dchia/ 

Website – https://www.soundboardgovernance.com/ 

Twitter – https://twitter.com/dougchia