Customer Confirmation Sessions, Round 2
The project team and stakeholders alike have been incredibly busy the past couple of weeks with Round two of Customer Confirmation Sessions. As of the time of this post, we’ve had eight out of the twelve scheduled sessions, and the difference between these sessions and what we saw in the first round is really notable. The demos the team has shared reflect improvements made on the Workday Financials tenant since the first round – those are improvements based on questions and suggestions that our stakeholders had in the first round of sessions and afterward, too, when our Change Leaders shared the basics of the sessions with their teams. Once this latest round of Customer Confirmation Sessions has wrapped, we’ll be providing videos for Change Leaders to do road shows with their teams.
You can see slides from the sessions, as well as the pre-read materials for each session, out on the Community. We’ll keep adding to that page as the sessions progress, including the addition of survey data that captured the feedback of attendees immediately after each session. The Community behind NetBadge; if you have any trouble accessing the link, contact Brandi Van Ormer and she'll be happy to get you right in!
Visit the Community to see CCS #2 materials.
FDM Insight
The first CCS session was “Cross-Functional Topics,” and it focused pretty heavily on an overview of the FDM as it stands right now. Highlights of FDM info in that session include key decisions that have already been made, such as our current department assignments in HCM being replaced by Cost Center org assignments for all UVA employees, and the fact that the program and activity worktags will be optional segments available to schools and units for internal reporting purposes.
We've summed up FDM info as it stands right now; see this blog post for more info.
Budgeting in the Future State
The Adaptive Team has been working hard to get ready this summer to build the third version of Adaptive Planning; this is the one that will integrate with Workday Financials when we go live next year. The team has gathered 378 user stories from the UVA community to help them shape Adaptive to fit UVA’s needs. You may be wondering what the difference is between the budget you’ll see in Workday vs. the budget you’d see in Adaptive Planning? The difference is that Workday will have only the annual budget, while Adaptive will have multiple versions of the budget that you can compare/contrast. Workday is where you’ll go for day to day operational activities, and will be the source for transactional details – while adaptive will be the source for past, current, and future budget data. Read more on the blog.
Reporting in Workday Financials
The FST team has put together a video that gives you insight into reporting functionality in Workday. In the online community, you can see this short video that walks you through some of the future reports. It’s only twelve minutes -- check it out!
Training Update
We have a fresh training update for you, as well! This update breaks down the different ways we’ll deliver Workday Financials training. The Training Team is planning everything from online courses and quick reference guides, to classroom and zoom training, to office hours and beyond. Learn more in this post on the blog.
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