Decide What to Achieve
Design, development, and management of technical solutions can keep you busy all day, but if those solutions are not meeting business needs and strategic objectives, the end result will disappoint. As part of the project’s kick off, CapTech facilitated a two-day session to collaboratively determine project objectives, initial requirements, and high-level design decisions. We also developed key foundational planning documents that outlined the plan, milestones, deliverables, resources, and responsibilities that set expectations for the rest of the project.
Plan Ahead to Implement Change
Due to the large change impact that this initiative had across the entire company, a solid plan encompassing change management, communication, training, and resistance management was required in order to support a smooth transition to and ongoing user satisfaction with the new system. To help the client formulate an effective plan, CapTech organized an organizational change management (OCM) session to outline best practices and common pitfalls. The client used this session as a springboard to create a plan focused on awareness, desire (buy-in), knowledge, ability, and reinforcement. This plan also outlined a schedule for key messages/activities and training and established a framework for ensuring that senior leaders were engaged as active and visible sponsors of the change.
Reduce Risk, Generate Value
In development, CapTech used an agile approach to divide the project into incremental “builds” with rapid cycle times for quicker results. Each build began with a cycle of requirements, progressed to configuration, and finished with testing. Based on requirements for each build, CapTech iteratively configured the desired functionality giving frequent demonstrations to the team and stakeholders for refinement purposes. Once the configuration phase of a build was complete, the client was given the opportunity to test the system and ensure it met their specifications.
Assure User Satisfaction
Throughout User Acceptance Testing (UAT), the team held numerous knowledge transfer sessions with the client to ensure they were ready and able to maintain the system after the go-live date, with each session focused on a defined area of Workday configuration. Our lead configuration architect walked the client product owners through every piece of configuration and fielded all questions about the system, and we supported the client with all remediation of errors until they felt fully capable of managing it themselves. This approach encouraged product ownership and a seamless hand-off following CapTech’s departure.
Prior to full deployment, CapTech validated all configuration in a pre-production testing environment to make sure the system was operating as expected and that all configuration had been migrated properly. CapTech provided two weeks of post-production support after the go-live date to ensure the client was able to handle any incoming requests and was confident in their ability to maintain the system on their own.