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The Client
A large regional health insurance provider partnered with our team at multiple stages of its Workday journey. Before committing to the software, the organization was evaluating whether Workday was the right fit and needed an unbiased, experienced advisor to help them work through concerns and make an informed decision.
Overview
The Planet Group established a relationship built on trust by assisting our client with guidance from the very start of their HCM journey.
This included:
- Neutral advisory support for their HCM selection process, ultimately landing on Workday
- Software development through counsel with our CFO
- Staffing 9+ resources to support Workday roll-out
This early support helped them address key objections and move forward with confidence.
The Challenge
After go-live of their new Workday implementation, our client realized they needed support for continued post-production services to ensure everything was set up right. They turned to their trusted advisor, The Planet Group, for long-term post-production advisory and optimization.
Post-Production Advisory
Our post-production advisory included a dedicated Senior Workday Architect that provided three detailed assessments in:
- Talent and Performance
- Request Framework
- Reporting (department functionality and setup)
These assessments helped our client understand how to structure teams, what skills they needed internally, and how to establish futurestate best practices.
Ongoing Advisory Across Their Workday Journey
Our team has provided continuous strategic advice, including lessons learned, payroll partner guidance, and recommendations on what would work best for them, not us.
The Results
Informed Software Decision-Making
Our early, unbiased advisory work directly addressed the client’s concerns and helped them move forward with Workday with confidence.
Strong Client-Side Support During Implementation
We ensured the client was fully represented in discussions with Workday and supported their responsibilities across multiple modules.
Structured Recommendations Through Formal Assessments
Three assessments provided clear direction on reporting, giving the client a blueprint for building out internal capabilities.
Trusted Long Term Partnership
From preselection to postproduction, the client relied on us for candid advice, functional expertise, and strategic guidance across their evolving Workday needs.
Why It Matters
This engagement demonstrates the value of a partner who can support the entire Workday lifecycle—from evaluating whether to purchase the software to optimizing the tenant years after go-live. Our client benefitted from a team willing to provide honest guidance, deep Workday expertise, and flexible support as their needs evolved.
