Workday Methodology

Megha Srivastava
1 min readApr 27, 2021

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Workday HCM is one of the leading ERP tool used by many organisations. It has been specially designed to cater almost all size of the businesses and especially companies with multiple locations.

When it comes to Workday deployment, every organization has its own standards. There is an ecosystem of expert consultants from client’s organization and consulting partners who follow a common procedure to deploy Workday applications. We call these set of procedures as ‘Workday Methodology’.

Breaking down each of the steps :

  1. Planning phase — It provides a general awareness of the project scope, structure and deliverables. It basically contains —

a)Team Assembly Charter

b) High Level plan

c)Team training

d)Kick off

2. Architect phase— It contains -

a) Initial prototype

b) Design workshop

c) Integration discovery

d) Design review and approval

e) Project plan update

3. Configure and Prototype phase— It contains -

a) Configure prototype

b) Unit testing , Validation and Configuration

c) Final build of integration and reports

4. Testing phase — It contains :

a)Create test cases and scenarios

b) System test

c) User acceptance test

5. Deployment phase — It contains :

a)Go live checklist

b)Production readiness

c)Go-live

d)Post production support

…. More to follow

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Megha Srivastava
Megha Srivastava

Written by Megha Srivastava

Workday Enthusiast ; 6+ years Workday implementation experience ; Workday HCM, Integration, Studio, CCB and CCTPP certified.

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