Case Study: Workday Upgrade and Release Management

At a Glance

The Client, a HealthCare Tech Leader, engaged Jade Global, a trusted Workday partner, to perform a comprehensive impact analysis on the automatically available features in their Workday Release 2024 R2 upgrade. With a tight, one-week timeframe, Jade Global identified, tested, and documented relevant features, ensuring a smooth transition with no disruption to the client’s employee management operations through dedicated Workday post-implementation support.

About the Client

The client is a healthcare communications and technology company dedicated to improving patient outcomes through data-driven insights. With a strong reliance on digital platforms like Workday, the client needed to ensure that the 2024 R2 upgrade would seamlessly integrate with existing operations critical for employee management.

Business Requirements

The client sought a detailed assessment of the automatically available features within their enabled functional areas in the Workday 2024 R2 upgrade. This evaluation was necessary to:

Ensure that these features do not negatively impact existing functionalities.
Identify and address any potential issues before the features are moved to production.
Complete the assessment within the limited timeframe to avoid disruptions in business-as-usual operations.

Solutions from Jade Global

Jade Global delivered a structured solution to address the needs of the HealthCare Tech Leader effectively.

Feature Segmentation: Jade consultants extracted the "What's New with Workday?" report, identifying and segregating automatically available features from those requiring setup. We further filtered these by module to focus on the client’s focused functional areas.
Feature Count and Prioritization: Our consultants categorized and assessed the total number of features, pinpointing those most pertinent for the client. A calculated daily testing target was set to ensure all critical features were reviewed within the deadline.
Progress Tracking and Reporting: Daily summary reports were provided to the client detailing the number of features tested, module-wise breakdowns, testing progress, and any features impacting their Workday setup. These daily updates maintained transparency and allowed for quick adjustments if needed.

Business Challenges

The HealthCare Tech Leader faced the challenge of evaluating new, automatically available features in the Workday 2024 R2 upgrade. The assessment had to be completed within a one-week timeframe, immediately before Workday’s set production go-live date. The tight timeline was compounded by the need to onboard consultants unfamiliar with the client’s unique environment and to evaluate ten functional areas under these constraints.

Business Benefits

Through a focused, systematic approach, Jade Global provided the HealthCare Tech Leader with comprehensive insights into the Workday upgrade’s potential impacts. Jade’s recommendations helped the client mitigate risks associated with the new features, ensuring a smooth transition into production. The post-go-live support reinforced operational integrity, allowing them to proceed with confidence in their upgraded environment.

Client Speaks

Jade Global’s expertise in Workday release management gave us the confidence we needed for a smooth transition. They handled everything from testing to post-implementation support, ensuring no disruptions to our operations.