Governance and Standards for Workday Software

03/07/25 • 46 min

1 Listener

In this episode of Workday Gold, Keith Bitikofer and Christian Delcid discuss chapter 10 “Governance and Standards’ of Keith’s book and delve into the intricacies of governance and standards within Workday. They explore the importance of having a clear understanding of governance, the necessity of establishing an escalation path for decision-making, and the nuances of release management and deployment methodology.
The conversation emphasizes the balance between structure and flexibility in organizational processes, aiming to enhance the effectiveness of Workday support. They delve into the intricacies of change management within Workday, emphasizing the importance of structured testing and accountability. They discuss the critical role of naming conventions for calculated fields and reports, advocating for consistency to enhance clarity and efficiency. The conversation wraps up with a focus on governance and documentation best practices, highlighting how these elements can streamline processes and improve troubleshooting efforts in a small team environment.
Takeaways
- Governance is a defined process for organizational operations.
- Lack of governance can lead to chaos and inefficiency.
- Maturity in Workday support develops in a Workday customer support team over time.
- Establishing an escalation path is crucial for effective decision-making.
- Communication is key in managing stakeholder expectations.
- Release management involves moving changes from test to production environments.
- Engaging multiple stakeholders in decision-making fosters collaboration.
- A well-defined governance model can prevent crises during critical processes.
- Testing changes at the appropriate level is crucial.
- Accountability in change management helps prevent issues.
- Limiting the number of people making changes in production is beneficial.
- Consistency in naming conventions aids in clarity and efficiency.
- Documentation is key for troubleshooting and governance.
- Effective governance can save time and headaches in the long run.
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith on LinkedIn at https://www.linkedin.com/in/keith-bitikofer/
To connect with Christian Delcid, you can find him on LinkedIn: https://www.linkedin.com/in/christiandelcid/
Keywords
Workday, governance, standards, escalation path, release management, deployment methodology, ITIL, organizational processes, software support, Workday Gold, Workday, change management, naming conventions, governance, documentation, calculated fields, integrations, report management

Previous Episode

Best Practices about Workday Student with Kristina Kelpe

In this episode of Workday Gold, Keith Bitikofer interviews Kristina Kelpe, a consultant specializing in Workday Student. They discuss Christina's journey into the Workday ecosystem, the unique aspects of Workday Student compared to other systems, the challenges of implementation, and the importance of user experience and best practices in higher education technology. In this conversation, Kristina Kelpe and Keith Bitikofer discuss the complexities of implementing Workday in higher education institutions. They explore the importance of understanding system integrations, the flexibility of Workday, and the necessity of long-term planning. The conversation emphasizes the significance of data models in integrations, collaborative reporting, and the challenges of pre-delivered reports. They also highlight the concept of phantom statuses in reporting and the need for thorough validation of data to ensure accurate outcomes.

Takeaways

Kristina Kelpe has a diverse background in higher education and technology implementation.

Workday Student is a distinct product line, not just a version of Workday for higher education.

The implementation of Workday Student typically spans 18 months to 2 years.

User experience design is critical for successful student implementations.

Workday's cloud-based system offers significant advantages over legacy systems.

A techno-functional approach is necessary for effective Workday support.

Financial aid is a complex module within Workday Student.

Workday Student impacts multiple offices within an institution, not just the registrar.

Dashboards can enhance user experience and streamline processes in Workday.

Best practices are essential for navigating the complexities of Workday Student implementation. Understanding the technology stack is crucial for schools.

Start with a minimum viable product to ease transitions.

Workday's flexibility allows for easy changes over time.

Long-term planning is essential for successful implementation.

Collaboration between functional and technical teams is key.

Data models must be embraced for effective integrations.

Validation of data is necessary to avoid errors.

Pre-delivered reports may not meet specific institutional needs.

Phantom statuses can lead to misinterpretation of data.

Continuous learning and adaptation are vital in higher education.

Keywords

Workday, Workday Student, higher education, implementation, technology, consulting, project management, user experience, dashboards, best practices, Workday, higher education, system integrations, data model, student information system, reporting, configurability, long-term planning, data governance, implementation

For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer

Connect with Keith on LinkedIn at https://www.linkedin.com/in/keith-bitikofer/

To connect with Kristina Kelpe, you can find her here: https://www.legatostrategic.com/
https://www.linkedin.com/in/kristinakelpe/

Next Episode

From Integration Consultant to Developer Relations: Nick Moores' Workday Journey

In this episode of Workday Gold, Keith Bitikofer talks with Nick Moore, head of Developer Relations at Workday. They discuss Nick's journey into the Workday ecosystem, Workday Extend, DevCon, Built on Workday, and the importance of empathy in technical communication. They explore the evolution of Workday Extend and the significance of community building among developers. The conversation also highlights the value of hands-on learning at events like DevCon and emphasizes the need for collaboration between technical and functional experts.

In this conversation, Nick Moores and Keith Bitikofer discuss the evolution of the DevCon conference, emphasizing hands-on learning experiences, partnerships, and the importance of networking for career growth. The discussion also touches on the opportunities available through the Built on Workday program and the significance of being proactive in one's career development.

If you are interested in learning more about Workday Extend, follow the Workday Developers page on LinkedIn and join the developer forum at forum.developer.workday.com—now accessible to anyone with Workday Community access.

For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer

Connect with Keith on LinkedIn at https://www.linkedin.com/in/keith-bitikofer/

To connect with Nick Moores, you can find him on LinkedIn:

https://www.linkedin.com/in/npmoores/