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Workday implementation

Workday Implementation: Business Process Capture & Training

Program Leadership · Business Process Capture · Curriculum Development

Leading finance-track training for UF's Workday rollout — coordinating SMEs across six pods, capturing business processes as source material, and building 67 deliverables for tens of thousands of employees.

  • Facilitation
  • Project Leadership
  • Workday
A team mapping business-process diagrams, a tracked pipeline, and Workday training deliverables — a course and instruction guides.Facilitation

The Problem

UF's move to Workday means tens of thousands of employees must learn entirely new finance processes — and the training has to be built from scratch, accurately, before go-live.

Design Story

I lead training development across the FIN workstream's pods — Banking & Settlement, Business Assets, Capital Projects, Expenses, Financial Accounting, and Gifts & Endowments — capturing each business process and turning it into courses and guides. I also took on additional pods during a team transition.

Complexity

The source material doesn't exist yet: it has to be captured from SMEs demonstrating live processes. The work spans dozens of interdependent deliverables, multiple modalities, and many stakeholders, all against a hard go-live timeline.

Organize the chaos. Get the right people and time on the calendar, capture each process at the source, and turn recordings into a structured curriculum of online courses, virtual ILTs, micro-learnings, and instruction guides — keeping SMEs engaged and the plan visible the whole way.

The Designed Solution

A coordinated capture-to-curriculum pipeline: schedule recurring pod sessions, identify and record every relevant business process, and develop the corresponding training — 15 courses (10 online, 4 virtual ILT, 1 micro-learning) and 51 instruction guides across FIN02–FIN07 — anchored by the Customer Confirmation Sessions that align stakeholders on scope and flow.

Design Decisions

  • Ran Customer Confirmation Sessions (CCS) to align SMEs and leaders before building.
  • Used business-process recordings as the single source of truth for every course and guide.
  • Tracked the entire program in a curriculum tracker by pod, modality, and status.

The Result

A structured, in-flight training program covering UF's finance future-state.

Impact

Preparing tens of thousands of employees for a major institutional transition — recognized in recommendations for organization and leadership across multiple pods.

Outcome

In progress — deliverables moving from capture to draft to review against the go-live timeline.

Business-Process Artifacts

Banking pod — Customer Confirmation Session deck · PowerPointOpen in OneDrive ↗
Create a Journal Event — instruction guide · WordOpen in OneDrive ↗