Monthly Archives

August 2020

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How Partnering with SMEs and Creative Communications Led to a Successful Workday Implementation

By | Change Management, Communications, Learning | No Comments

What is Workday?

Workday is a cloud-based solution that brings people and financial data together into a one-stop shop. With one source for financial, people, and operational data, everyone can access real-time information when and how they need it. It allows for better reporting and analytics and for data to be smart which allows companies to make better business decisions.

The Workday platform enhances the firm’s ability to streamline and improve processes, workflow, communications, and notifications. Workday also provides additional reporting and dashboard capabilities. As Workday states on their website: “We build on a flexible foundation that enables us to continually broaden our technology platform. From machine learning and extensible frameworks to analytics and more, we are working to bring you increasing intelligent and personalized experiences.” [i]

What did implementing Workday mean for the company?

My first experience with the Workday program was as a CARA consultant working with a global professional services client. I was a Communications/Organizational Change Management (OCM) Specialist for the client’s global Phase I implementation of Workday. Moving to this platform was a HUGE change, but a much-needed change to stay up to date on the most current technology and to offer their customers the most modern and efficient experiences.

And with change comes fear, excitement, anxiety, and a lot of other emotions for the staff that will be using it. The implementation of Workday at this client brought about many thoughts and questions.

The employees were right to ask these questions, because Workday would change how they did their jobs. It was the job of the OCM, Communications, Training, and many other teams to positively relieve some of the anxiety and fears.

One of the biggest changes for the client was decommissioning seven programs and SharePoint sites that hundreds of people worked in and used every day. These sites/programs were managed by different members of the various departments at the client, i.e. Finance, HR, Accounting, Training, etc. Workday’s capabilities would replace, or in some cases, combine, the information in these legacy programs and convert the data to an easier and more accessible way.

Image of woman asking questions of how workday would change her job
Source: J. Hojnacki

“… if you remember that your SMEs are your partners and you are creative in your communications, you can make any project successful.”

Who helped with decommisioning the legacy programs/sites?

The decommissioning of these programs/sites was a HUGE & DELICATE undertaking. As you can imagine, when you work with programs day-in and day-out you become very efficient and comfortable with how you do your work, but where does growth, opportunity, and challenge come in when you are in a stagnant environment like this for a long period of time?

That is what my team had to learn by working with the subject matter experts of each of the discontinued programs/sites. Working with SMEs can be a very delicate and savvy process, but if you remember these 10 tips, you will be successful…


Source: J. Hojnacki

How did the team communicate about Workday?

In my experience, anytime a company wants to make large impactful changes, it is important to focus the communications on the EMPLOYEE…really hone in on the WIIFM (What’s in it for me). This project was different, in that we had to create very specialized and separate communications for all the different business units who would be working in Workday. For instance, the HR staff didn’t need to know where, how or when to pull certain financial reports and the Financial team didn’t need to know about onboarding and training. So, our communications plan was HUGE and very detailed. But it was the holy grail to keep all the messaging in order and on time. We worked hand-in-hand with the Training department on this implementation, because in many cases, the training was customized per business unit, as well. We had to ensure that the communication and the dates correlated correctly with what training was being offered to whom, when and where. The SMEs played a key role when it came to communications, as well. They were part of the communication review process to ensure the context of the messages were correct and going to the right groups of people. These communications were imperative to the success of the rollout of Phase I of Workday, but how did we keep staff interested in messages about this new program… VARIETY! We had to keep the communication pieces short, concise, engaging, and different, so the audience would pay attention to them. We utilized several different communication methods and vehicles…

  • Emails
  • Intranet articles on internal website
  • Workday SharePoint site
  • Videos (Leadership messages, animated short stories, how-to videos, etc.)
  • Infographics
  • Electronic Newsletters
  • Surveys/Results
  • Webcasts
  • Podcasts
  • Interactive PowerPoints

Getting the right methods and vehicles was just one piece of the work that had to be done, we also had to make the messages ease the anxieties of this systemwide change, get the staff excited about Workday, highlight the benefits of this new program from a personal and professional point of view and motivate them to want to learn and embrace this new way of working. Workday was an enormous investment that the client made to enhance the services that they offer to their clients, but also, how they could make the work easier, more efficient and collaborative for the staff.

I have worked on many large systemwide initiatives like this in my career of 20+ years, and I find that if you remember that your SMEs are your partners and you are creative in your communications, you can make any project successful!

[i] Workday website: https://www.workday.com/en-us/why-workday/our-technology/core-technology.html?wdid=enus_ws_itov_wdrcard2_wd_wd_web_17.1574

Announcing our 2020 Q2 PURE Award Winners!

By | Announcements, PURE Award Winners | No Comments

We are pleased to announce our 2020 Q2 winners of the PURE Service Award, Jane Brent, Nelle Hanley, Jashonte Tate, and Traci Bance.

Jane Brent is a Learning and Development, and Change Management Professional with over 20 years of business experience. Jane is an expert in the design, development, and delivery of adult learning initiatives, succession planning models, and leadership competency models.

Jane’s project manager, shared the following comments:

“Jane added value in our team meetings by acting as a consultant to other areas of the business. In her project, Jane incorporated general principles of adult learning that lined up well with the company. Everyone liked working with Jane; she has added true value with other team members.”

Nelle Hanley, Jashonte Tate, and Traci Bance are being recognized for a project they worked on together. During the pandemic, this group of CARA consultants were tasked with taking a highly visible and important executive instructor-led training workshop and transforming it into virtual instructor-led training in less than a month. As a cohesive team, Nelle, Jashonte, and Traci worked together to deliver on the client’s request. They supported each other and leveraged their strengths to create and support a program involving thousands of participants and stakeholders. The results were undeniable and received strong praise from the client’s organization.

Nelle, Jashonte, and Traci’s project manager shared the following comments:

“Very innovative experience and tremendous generosity from so many involved. This is what makes us great! Keep up the great work. It was an excellent session and I really appreciated the preparedness of the faculty for the classes I attended.”

THANK YOU, Jane, Nelle, Jashonte, and Traci for consistently demonstrating CARA’s PURE values, delivering the highest quality of service, and exceeding our clients’ expectations.

CARA’s PURE Service Program provides a unique way to measure success and evaluate how well our consultants’ service delivery meets our clients’ needs. CARA’s service delivery process is based on the PURE service philosophy and consultants are reviewed quarterly based on how well they demonstrate our PURE values: Professionalism, Understanding, Responsibility and Excellence. CARA’s consultants are nominated based on client feedback, PURE evaluations, and team interaction with the consultants. After careful consideration of each candidate, CARA selects the PURE award recipients. The PURE award program is the foundation of CARA’s culture, aligning us with our clients’ and consultants’ values in service excellence.