Challenge
The organization faced significant limitations with Workday’s reporting tools, which lacked the flexibility to meet their growing needs. The rigid frameworks prevented seamless integration with external and historical datasets, creating blind spots in financial and workforce analytics. Decision-making was hindered as leaders were unable to gain a unified view of critical metrics.
Manual processes compounded these issues. Teams spent countless hours consolidating and reconciling data from multiple sources, which slowed down reporting workflows and increased the risk of errors. The absence of enriched, holistic data made it difficult to perform predictive analytics or support strategic workforce planning.
Additionally, the infrastructure was ill-equipped to handle future growth or advanced analytics initiatives, such as workforce optimization and predictive modeling. Addressing these challenges was vital to unlocking the organization’s full potential and achieving its strategic objectives.
Solution
The institution partnered with Technology Partners to design and implement a comprehensive data reporting solution. This initiative began with the creation of a unified data ecosystem using Databasin and a top-tier Databricks implementation in Azure. By integrating Workday data with over 10 external and historical sources, the organization gained a single, reliable source of truth.
Custom reporting frameworks were developed to provide actionable insights into financial and HR data. Intuitive dashboards and workflows offered leaders a consolidated view of key metrics, streamlining decision-making processes. To empower non-technical users, the solution included a no-code environment, enabling easy configuration of data workflows and reducing reliance on IT teams.
A future-ready platform was also established, equipped to support predictive analytics, workforce optimization, and advanced Generative AI (GenAI) applications. These improvements ensured the organization could scale its analytics capabilities as its needs evolved.
Results
The modernized reporting solution achieved transformative results. A unified view of financial and workforce metrics allowed leaders to make informed decisions faster and with greater confidence. By automating data reconciliation and reporting workflows, the organization saved over 8,000 hours annually, significantly improving operational efficiency.
This project exemplifies how data-driven solutions can transform operational efficiency and strategic decision-making. We’re thrilled to have empowered our client with tools that are as forward-thinking as they are impactful.
Jake Gower
Service Line Manager, Technology Partners
Strategic advantages emerged through the deployment of predictive analytics. Workforce forecasting models helped reduce staff turnover by 13%, addressing a critical pain point. Additionally, the platform’s scalable infrastructure positioned the enterprise as a leader in GenAI-driven analytics, identifying seven new deep analytics use cases for future implementation.
These results underscore the value of a unified, scalable reporting system in driving efficiency and strategic impact.
Key Outcomes
- Unified reporting integrated data from 10+ external sources, delivering a single source of truth.
- Automation saved over 8,000 hours annually, enhancing operational efficiency.
- Predictive analytics reduced staff turnover by 13%, supporting workforce stability.
- Scalable infrastructure identified seven advanced GenAI analytics use cases.
