Implementations That Hold Up to Audit.

The organization's existing system had no native grant tracking capability. Program staff were maintaining grant budgets in spreadsheets, reconciling manually at month-end, and producing audit schedules by hand. The annual audit required weeks of preparation, and the finance team had no confidence that restricted fund balances were accurate between reporting periods.

We led a full Workday Financials implementation with a grant management configuration built around OMB Uniform Guidance requirements. The chart of accounts was redesigned to support fund accounting natively, with segment structures that tracked restricted, temporarily restricted, and unrestricted net assets separately. Grant worktags were configured to capture expenditures at the award, program, and cost category level, enabling real-time budget-to-actual reporting without manual reconciliation.

The city's legacy ERP had been heavily customized over 15 years and could no longer be upgraded. Fund accounting was inconsistent across departments, encumbrance accounting was not functioning correctly, and the annual Comprehensive Annual Financial Report required significant manual intervention to produce. The state auditor had cited the organization for two consecutive years.

We designed a Workday Financials configuration built specifically around governmental fund accounting standards. Governmental and proprietary fund types were configured as distinct accounting entities with appropriate basis-of-accounting rules. Encumbrance accounting was implemented across all purchasing workflows, and a CAFR-ready reporting framework was built natively in Workday using composite reports and financial statement templates aligned to GASB 34 requirements.

Multiple enties purchased in a a year and multiple sold off in a year, while completing a integration accross all companies in multiple regulatory envirnoments.

With an implementor on Workday Financials, HCM, and Payroll across all six entities in a phased rollout over several years, deveopled an Mergers and aquisitions process to bring on and take off enties in a changing environment.   Helped with break fixes, trained the team that was taking over, developed close processes and developed processes to access and build in regulations across several environments.