Case Study: Workday Upgrade and Release Management

At a Glance

Real Chemistry, a HealthCare Tech Leader, partnered with Jade Global, a trusted Workday partner, to optimize their Workday environment. Jade Global implemented integrations, including Greenhouse for recruiting, Flexspring for payroll, Benefits, and Okta/Azure SSO, delivered functional enhancements such as onboarding, M&A support, reports, learning updates, and dashboards, and conducted a comprehensive impact analysis for the Workday 2024 R2 upgrade to ensure a smooth transition with no disruption to operations through dedicated Workday post-implementation support. The Mass Loader automation tool helped streamlined tasks, reduce manual effort, and improve efficiency, ensuring a seamless and connected Workday experience.

About the Client

Real Chemistry is a healthcare communications and technology company dedicated to improving patient outcomes through data-driven insights. With a strong reliance on Workday, they needed to integrate Workday with third-party recruiting and payroll platforms, support Benefits and SSO configurations through Okta and Azure, enhance functional areas such as onboarding, learning, and reporting, and implement an efficient solution for mass data uploads to Workday during M&A activities, and ensure smooth transition through expert Workday 2024 R2 release management and post-implementation support.

Business Requirements

Real Chemistry required a comprehensive framework to optimize their Workday application, streamline integrations, enhance HR processes, and manage Workday release efficiently. Key requirements included:

Integrate Workday with third-party systems for recruiting and payroll to ensure seamless data flow. Implement and support Benefits integration to streamline employee benefits management.
Automate mergers and acquisitions processes so that new organizational data is updated in Workday without manual intervention.
Develop advanced reporting capabilities, including Learning, Attrition, Absence, and Sabbatical reports, to gain actionable insights into workforce performance.
Enhance dashboards to display updated country-specific policies and provide intuitive visual insights.
Perform impact analysis and testing for the Workday 2024 R2 release to ensure new features were compatible, risk-free, and smoothly transitioned into production.

Solutions from Jade Global

Jade Global implemented a comprehensive approach to address Real Chemistry’s challenges, combining integration expertise, functional enhancements, Release Management, and automation:

Seamless third-party system connections: Implemented integrations with Greenhouse for recruiting, Flexspring for payroll, ongoing Benefits integration, and Okta/Azure SSO to ensure secure and accurate data flow between systems.
Functional enhancements: Optimized core HR processes, including onboarding, learning, report creation, dashboard updates, and custom job requisition fields to improve efficiency and workforce management.
Automated M&A processes: Leveraged Jade Global’s Mass Loader automation tool to streamline data updates during mergers and acquisitions, reducing manual effort, saving time, and improving operational efficiency.

Working with Jade Global has been a true partnership. As a small but mighty HRIS team, we required specialized expertise in Workday, particularly in areas such as integrations, benefits vendor connections, advanced reporting, and security. Jade Global stepped in seamlessly, providing Workday expertise that not only brings deep functional and technical knowledge but also acts as part of our team.

Our HRIS team engages Jade for a wide range of Workday HCM needs, including integrations, Workday Studio, advanced reporting, business process maintenance, and even daily housekeeping items. Their ability to fill our gaps, guide us with best practices, and tailor solutions to how Real Chemistry operates has been invaluable.

The Jade consultants don’t just check a box; they take the time to research, advise, and deliver the proper outcomes. With Jade, we have gained more than expertise; we have gained trusted partners who are invested in our success. We look forward to continuing our collaboration as Real Chemistry grows and expands its Workday capabilities.

Shannon Leichilter

Director of HRIS, Real Chemistry