Workday Finance Implementation – Testing & Go-Live Support

The University of Washington’s Workday Finance implementation, where our Test Lead ensured QA and successful go-live.

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Understanding the Challenge

Implementing a comprehensive financial system like Workday Finance within a large institution like the University of Washington presented a unique set of challenges. The university required a seamless transition that not only integrated critical financial data and processes but also ensured accuracy, compliance, and user adoption from day one. The key challenge was to meticulously test complex workstreams such as Core Data Hierarchy Management and Mobile Asset Scanning, identify and rectify defects efficiently, and provide robust support to guarantee a stable go-live with minimal disruption to ongoing operations.

Key Contributions & Outcomes

Our team delivered significant contributions throughout the Workday Finance Implementation, ensuring a successful transition:

End-to-End Testing & Go-Live Support: We led the comprehensive testing efforts for both the Core Data Hierarchy Management and Mobile Asset Scanning workstreams. Our rigorous validation ensured that both systems were defect-free and fully prepared for production deployment. We also provided immediate and dedicated post-launch support to guarantee system stability and facilitate user adoption.

Requirements Gathering & Test Planning: We collaborated closely with various stakeholders to meticulously gather and refine business requirements. This intensive effort led to the development of detailed user stories, comprehensive use cases, and precise test cases, ensuring that all testing activities were perfectly aligned with the university’s business expectations and needs.

UAT & Regression Testing Coordination: We meticulously planned and executed multiple cycles of user acceptance testing (UAT), functional validation, and regression testing. Through structured test execution and efficient issue resolution, we built strong user confidence in the system’s readiness for deployment.

Test Management & Traceability: Effective management of requirement traceability was achieved using Azure DevOps. This crucial step ensured that every test case was directly linked to a specific business requirement, providing complete transparency and completeness across the entire development lifecycle.

Defect Management & Issue Resolution: We spearheaded regular triage meetings and maintained close collaboration with the development teams. Utilizing tools such as Jira and Azure DevOps, we efficiently logged, tracked, analyzed, and resolved defects, ensuring prompt and effective issue resolution.

Project Management Support: Our team provided essential support in project planning, diligent execution tracking, and effective stakeholder communications. This ensured that all testing activities remained perfectly aligned with the overall project timelines and critical go-live targets, contributing to a cohesive project flow.

The Workday Finance Implementation project was a strategic initiative undertaken by the University of Washington. The primary objective was to transform the university's financial systems through the adoption of the Workday Finance platform. Our role as the Finance Test Lead was crucial in ensuring the quality assurance and successful go-live of key workstreams within this significant transformation.
Our involvement as the Finance Test Lead spanned a dedicated period from July 2022 to July 2023. During this time, our efforts were primarily focused on the critical workstreams of Core Data Hierarchy Management and Mobile Asset Scanning. This encompassed ensuring robust testing, successful deployment, and providing essential post-deployment support to facilitate a smooth transition for the university's financial operations.

Where It Took Them

Thanks to a rigorous and well-executed testing strategy, the University of Washington successfully deployed key financial workstreams on the Workday platform. The transition experienced minimal post-launch issues, and our efforts significantly contributed to a stable implementation, leading to improved data accuracy and more efficient asset management processes across the institution.

Case Details

01. Launch : July 2022 

02. Client: University of Washington

03. Scope: 1 Year

04. Solution:
Strategic transformation of financial systems through Workday Finance, with a focus on quality assurance and successful go-live of Core Data Hierarchy Management and Mobile Asset Scanning workstreams, including post-deployment support.

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