Santa Maria City Council
March 19, 2024

Data Conversions Lead

This resource is a seasoned data consultant with 25+ years of experience in configuring, developing, and deploying HCM, Payroll, Financial, and Student applications. In addition to his 20 years of independent consulting experience in PeopleSoft, he also has eight (8) years of Workday data conversion experience, with over two (2) of those years leading the data conversion teams on the client side and passing data to multiple Workday Partners. This experience on the client side gives him a clear and unique understanding of what it takes to convert data from legacy systems to Workday.

Consulting Experience
Workday
Implementation

Data Conversion Consultant
Organized and Coordinated the Build activities from planning to deploy across the various Workday HCM, FIN, and Student functional areas for multiple Workday implementations.

Experience includes:

• Managing and coordinating all the build-related activities and tasks across the different Workday modules ensuring the timely completion of the build • Developing and managing the build project schedule and ensuring the completion of configuration and data conversion tasks
• Facilitating the daily build calls during the various build phases • Documenting data conversion issues and working with cross functional team to provide solution for each issue
• Providing Data Validation reports to ensure quality of data being converted into Workday.
• Developing report metrics to show issue resolution statistics.

Workday
Implementation

Data Conversion Lead
Served as the Data Conversion Lead on multiple Workday implementations.

Experience includes:
• Collaborating with the client’s data conversion team to extract data from their legacy systems and format into the appropriate templates for loading into Workday.
• Loading the Core HCM, compensation, benefits, recruiting, talent, Payroll, Financials, and Student data using various implementation tools (Web Services, ETL tools, iLoads, EIBs, Advanced Load and Migration Recipes) • Facilitating the daily build calls with the clients and fellow Collaborative consultants during the various build phases.
• Managing and coordinating the workload and forecast of the data team for each project.

Data Conversion Lead

Client-Side Experience
Data Conversion Manager
Responsible for extracting all data from PeopleSoft HCM and Payroll for loading into Workday. Led design sessions with the client to map data between the legacy systems and Workday. Led and attended design sessions with the Workday partner to map data from legacy systems to Workday.

Designed, developed and supported PeopleSoft HCM and payroll extract scripts.

Senior Consultant
Designed, developed, and supported a Workday HR to PeopleSoft Payroll and a Workday HR to PeopleSoft ELM interface system, including an extensive error recycle process. Developed data extracts to convert PeopleSoft HR/Payroll data for 50,000 teammates to Workday iLoad format.

Industries
• Retail
• Manufacturing
• Legal
• Utility
• Entertainment/Media
• Healthcare
• Banking/Financial Services
• Insurance
• Aerospace
• Higher Education
Skills Summary
Workday

• Human Capital Management (HCM)
• Student Data Conversion
• Data Conversion & Configuration
Migration (via Object Transporter
(OX), EIB, iLoad, Migration Recipe,
Advanced Load)
• Cross Functional Data Conversion

• Human Capital Management (HCM)
• Data Conversion & Configuration
Migration (via Object Transporter
(OX), EIB, iLoad, Migration Recipe,
Advanced Load)
• Cross Functional Data Conversion

PeopleSoft • Human Capital Management (HCM)
• Benefits Administration
• Payroll for North America
• Time and Labor

• PS Query/Reporting
• Enterprise Learning Management
• PeopleTools
• Recruiting Solutions

Relevant
Software
• PeopleSoft
• Clover ETL
• Smartsheet
• SharePoint

• MS Office (Excel, OneNote,
Outlook, PowerPoint, Project, Word,
Access)

Global

• 20+ Countries • Cross-Cultural Knowledge Transfer
Engagement
Experience
• Discovery & Gap Analysis
• Project Planning & Strategy
• Design/Solutions Review
• Knowledge Transfer
• Data Conversion/Validation
• Testing (Unit, End-to-End, Smoke,
User Acceptance, Parallel)
• Demonstrations/Presentations
• Train-the-Trainer
• Job Aid Development
Data Conversion Lead

Programming
Languages
• PL/SQL
• Java
• COBOL
• PeopleCode
• C++
• Visual Basic
Other Accomplishments
Education • DeVry, B.S., Management Information Systems, Phoenix, AZ • DeVry, A.S., Accounting, Phoenix, AZ

Training

• Workday HCM Services Core
• Workday Student Services Core
• Workday Student Records
• Cynergy™ Methodology
Certifications • Workday Student Records
• Workday HCM
• Advanced Reporting
• Prism

Financial Functional Architect , CPA

This resource is a Directo r in the Financials Consulting practice. Workday-certified in Foundation Data Model (FDM), Financials, Grants and Reporting, and has partnered with clients through multiple phases of implementations to deliver solutions for their requirements. This resource has implemented Workday Financials with multiple public sector clients, provided insight and solutions in Pre-Delivery and Strategy phases for government, higher education, professional services, and healthcare clients, as well as served in an oversight role for all financial areas. This resour ce brings 15+ years of accounting experience in financial services, banking, and public accounting to projects as well as a deep knowledge of GASB, FASB, GAAP, and fund accounting and also manages a team of dedicated functional leads and consultants at Collaborative Solutions providing supervisory support and project oversight.

Consulting Experience
Workday
Implementation

Foundation Data Model (Lead)
Provided functional leadership and oversight on eight Workday implementation projects in the area of Foundation Data Model.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for large audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Developing unique solutions to meet client needs, leveraging the suite of finance functionality, and optimizing security configuration to support various service delivery models
• Managed team through project deliverables, client meetings and presentations

Workday
Implementation

Financial Accounting (Lead)
Provided functional leadership and oversight on two Workday implementation projects in the area of Financial Accounting.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for large audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Guiding clients through the functional setup needed to support complex data conversion requirements, including transactional and organizational history, and supporting the validation of data from various legacy systems • Overseeing Unit Test scenario development and execution and partnering with clients throughout all phases of testing including End-to-End, Smoke, User Acceptance, and Parallel Testing
• Strategizing cutover plans and rollout activities for initial, cross -platform, and Phase 2 deployments
• Developing roadmap strategy and update plan for future functionality

Financial Functional Architect

Workday
Implementation

Budget (Lead)
Provided functional leadership and oversight on two Workday implementation projects in the area of Budget.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Configuring client requirements in Workday both with and without Adaptive Insights

Workday
Implementation

Grants Management (Lead)
Provided functional leadership and oversight on two Workday implementation projects in the area of Grants Management.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area(s) of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Configuring client requirements in Workday and ensuring that all federal and state reporting requirements are met
Client-Side Experience
Controller
Oversaw the daily operations of local government finance department. • Supervised accounts payable, procurement, general ledger, payroll, banking, and financial reporting staff
• Created and maintained relationships and improved financial processes for other organizations within the County such as local authorities and volunteer fire departments • Produced quarterly and annual financial reports
• Responsible for all areas of Workday implementation for Finance and Payroll

Accountant
Assigned to various types of clients and engagements in a busy accounting firm. • Performed comprehensive audit tests on cash, accounts receivable, fixed assets, accounts payable, debt and numerous income statement accounts
• Conducted audits of government and higher education clients to analyze, do cument and assess clients’ internal control systems
• Prepared all types of tax returns including individual, corporate, trust and nonprofit Industries
• Local Government
• Banking
• Higher Education
• Public Accounting

Financial Functional Architect

Skills Summary
Workday • Banking and Settlement
• Business Assets
• Customer Accounts
• Expenses
• Financial Accounting

• Procurement
• Supplier Accounts
• Time Tracking
• Organizations and Worktags
• Business Processes
Engagement
Experience

• Design/Solutions Review
• Knowledge Transfer
• Demonstrations
• Documentation
• Testing
• Data Conversion

Relevant
Software
• MS Office (Excel, OneNote, Outlook,
PowerPoint, Project, Word)
• Smartsheet
• SharePoint
Other Accomplishments
Education • Western Carolina University, MAcc, Accounting, Asheville, NC University of North Carolina, BA, Mathematics, Chapel Hill, NC

Training • Workday Financials Services Core
• Workday Advanced Reporting
Consulting Core
• Workday FDM Certification

• Collaborative Cynergy™
Methodology
• Workday Grants Management

Presentations • Workday Altitude 2019 – Presenter

Recognition &
Awards

• Collaborative Solutions Instant Impact Award (2019)

Certifications • Workday Finance Certified (2020R2)
• Workday Grants Certified (2020R2)
• Workday Reporting Certified (2020R2)
• Workday FDM Certified (2020R2)

HCM Functional Architect

Bobby is a well -rounded, knowledgeable Director in the Consulting Services practice who has played a pivotal role deploying Workday on both Launch and Workday Your Way implementations. Project experience includes domestic and international Workday implementations that span across a wide variety of industries. In addition to his Workday experience, Bobby has supported numerous mergers, acquisitions, dispositions, and reorganizations while working for a multinational conglomerate. Bobby also has project management experience in the areas of strategic development, economic development, public relations, and not-for-profits. Bobby’s robust work experience is coupled with a strong educational background as he was a top performing graduate of the University at Albany’s MBA program where he focused his studies in Human Resource Information Systems.

Consulting Experience
Workday
Implementation

Functional Architect
Provided cross-functional leadership and oversight across all HCM functional areas on various Launch implementations: Experience includes:
• Architecting optimal cross-functional solutions and configuration strategy while maintaining awareness of cross-product touch points and impacts • Driving consistency across all phases of the XCELERATE™ and CYNERGY™ implementation methodologies and ensuring the quality of the deliverables for functional areas
• Partnering with the cross-functional team and advising on functional considerations for project approach, change management, training • Serving as the escalation point for functional issues

Workday
Implementation

Cross-Functional (Lead)
Led both Phase I and Phase II global HCM implementations with customers operating in over 50 countries. Experience includes:
• Supporting architect, configuration, testing, and deployment for all areas of the global implementation.
• Managing several aspects of data conversion, including iLoads and EIBS. • Leading Planning, Discovery, Design and Solutions Review sessions for global audiences

Workday
Implementation

Talent & Performance (Lead)
Led both Phase I and Phase II implementations configuring Performance Reviews, Performance Improvement Plans, Disciplinary Actions, Goal Management, and Talent. Partnered with the customers throughout all phases of the project, including Design, Solutions Review, End-to-End Testing, User Acceptance Testing, and Deployment.

Workday
Implementation

Compensation (Lead)
Core Compensation lead with experience implementing international configuration for both Phase I and Phase II implementations. Partnered with various leads to support Phase II implementations of Advanced Compensation and the HCM Functional Architect

optimization of core compensation. The optimization included enhancements to existing business processes, condition rules, and calculated fields.

Workday Cross-Functional
Advised 3 production customers in the areas of Talent, Performance and Reporting. Experience incudes:
• Analysis and enhancement to review processes.
• Implementing new Workday functionality for an existing customer. This included an analysis of the current configuration, recommendations for implementing the solution, and configuration to allow the customer to test the new functionality.
• Consulting the customer on best practices, provided process documentation, and guided customers through testing.

Customer-Side Experience
Mergers & Acquisitions
Responsible for supporting the successful transitions of US and Global mergers, acquisitions, dispositions, and reorganizations in the areas of benefits administration, human resources, payroll, and compensation. Developed PeopleSoft and Oracle systems knowledge, then helped to design databases within these systems to track project activity. Lead the design and development of a new company site/library that eliminated waste and inefficient processes by roughly 85%, thus creating a more effective and efficient platform.

Federal & State Grant Coordinator
Served as a liaison between the State of New York and a local government to identify potential areas for economic growth. Managed a two-million-dollar budget that was used for the economic development of roughly 40 projects. The projects consisted of housing rehabilitation for low-to- medium income households, microenterprise start-ups, and the rehabilitation/reuse of existing commercial properties to enhance the quality of life in the surrounding economy.

Human Resource Analyst
Analyzed market trends and researched industry specific white-papers pertaining to Human Resource Information Systems, change management, and HR delivery then developed a questionnaire to distribute to HRIS SaaS customers. The questionnaire was designed to identify the best practices, strengths, and weaknesses of the current HRIS SaaS environment. Questionnaire data was then combined with additional research to develop a white paper with a unique perspective on the future of the HRIS SaaS environments.

Industries
• Education & Government
• Healthcare
• Nonprofit
• Manufacturing
• Banking & Financial Services
• Consumer Packaged Goods
• Retail
• Hospitality
• Technology Services

HCM Functional Architect

Skills Summary
Workday

• Human Capital Management
• Talent & Performance Management
• Business Process Design
• Reporting & Calculated Fields
• Compensation
• Onboarding
• Condition Rules

• Staffing Models
• Reporting
• Organization Structure
• Security
• Data Conversion (iLoad, EIB, OX,
Solution)

Engagement
Experience
• Data Validation
• Configuration
• Demonstrations/Presentations
• Knowledge Transfer

• Job Aid Development
• End User Training
• Testing (Unit, End-to-End, Smoke,
User Acceptance, Parallel)

Relevant
Software
• Oracle
• PeopleSoft
• SuccessFactors
• MS Office Suite
• Excel VBA
• SQL
• Excel VBA
• HTML
• Central Desktop
• SharePoint
Other Accomplishments
Education • University at Albany, MBA, Human Resource Information Systems, Albany, NY • University at Albany, BA, Communications and Business, Albany, NY

Training • Workday HCM Certified
• Workday Talent & Performance
Management Certified
• Workday Core Compensation
• Collaborative Cynergy™
Methodology
• Collaborative XCELERATE™
Methodology

• General Electric Change
Acceleration Process (CAP)
• General Electric LEAN

Recognition &
Awards
• 2016 Collabie Award: Rising Star
• 2017 Collabie Award: Miyagi
• 2018 Collabie Award: MVP
• 2021 Collabie Award: Secret Sauce

Certifications • Workday HCM Consulting Core
• Workday Talent & Performance Management Consulting Core • Workday Core Compensation
• Workday Medium Enterprise Certification

Integrations Lead

This resource has over seven (7) years of integration consulting experience. As an Integration consultant, he has been a key resource on many system implementations and has a significant amount of experience leading his team and client s through all stages of the project lifecycle. He has experience leading both HCM and FINs/full platform implementations. He holds Workday certifications in Integrations and Studio.

Along with his project leadership experience, he has a very strong technical background, acting as a driving force in his client ’s overall integration architecture , including integrations with middleware . He has experience developing integrations with various tools and many different functional areas within Workday. This allows him to often leverage previous experiences when designing and developing new solutions. He has led multiple Phase 1 and Phase 2 implementations and possesses strong technical and communication skills.

Consulting Experience
Workday
Implementation

Integrations Lead Consultant
Provided Integrations leadership on six Workday large-scale implementations for US and global clients.

Experience includes:
• Leading a team of integration consultants to design, develop and support integrations for various functional areas, including HCM, Financials, Payroll, Benefits, and Recruiting
• Strategizing and providing guidance on overall system architecture and enhancing existing processes
• Setting standards in place for both the client and the implementation team to ensure consistency and organization across project deliverables. • Assisting team with design and build details for various integrations to ensure a quality product and that best practices are followed
• Guiding client resources on integration development and maintenance to ensure that client is setup for success
• Influencing key project decisions and implementation timeline • Maintaining integrations tracker and providing status updates to client leadership on a weekly basis
• Conducting weekly status calls with project team and managing project timeline • Leading all phases of the project from initial planning phase through post- production support
• Planning and architecture of Middleware integration solutions with Workday • Completing Delivery Assurance reviews and instructing clients on Workday best practices for integration development
• Performing integration tenant migrations

Integrations Lead

Workday
Implementation

Integrations Consultant
Served as Principal Consultant on five (5) Workday implementation projects across multiple industries for US and global clients.

Experience includes:
• Building multiple Payroll, Benefits, Financials and Recruiting integrations using Enterprise Interface Builder, Cloud Connect, and Workday Studio • Leading and participating in integration design sessions with client and third- party vendors
• Creating integration design documents, unit testing scenarios, and operations guides
• Mentoring client resources on various integration tools and providing knowledge transfer for clients to take over maintenance of integrations • Performing integration tenant migrations
• Supporting End-to-End and User Acceptance testing

Planet
Hollywood
International

IT Helpdesk
Performed in IT help desk role for two years.

Experience includes:
• Working with IT team to troubleshoot various tech issues throughout the company
• Writing scripts for automating administrative tasks
• Solving problems with hardware and OS performance
Industries
• Consulting
• Technology
• Steel
• Energy
• Higher Education
• Insurance
• Manufacturing
• Mass Media
• Food and Beverage
Skills Summary
Workday • Reporting & Calculated Fields
• Integrations
• RaaS
• Document Transformation
• Migration Tools (iLoad/OX)
• SOAP/REST Web Services

• Business Process Design
• Enterprise Interface Builder
• Cloud Connect for Benefits
• Payroll Interface
• Workday Studio
• Configurable Security
Global • 3 countries

Engagement
Experience
• Integration Development
• Gathering Requirements
• Integration Testing
• Functional Design
• System Architecture
• User Acceptance Testing
• Post-Production Support
• Knowledge Transfer
• Strategy/Planning
• Business Development
Integrations Lead

Relevant
Software
• MS Suite (Excel, Visio, OneNote,
Outlook, PowerPoint, Project, Word)
• SOAP UI
• SAP

• oXygen XML Editor
• Workday Studio
• WinSCP
Programming
Languages
• SQL
• XML/XSLT
• Powershell

Other Accomplishments
Education • University of Central Florida, B.S., Information Technology, Orlando, FL

Training • Workday HCM Services Core
• Workday Integration Basics
• Workday Studio Training
• Collaborative Cynergy™ Methodology

Certifications • Workday Integrations (W22-36)
• Workday Studio (W24-36)

OC&T Lead

This resource is a senior member of the Organizational Change & Training team with 10+ years of professional experience in change management, training, and client services. They have a Bachelor of Education from the University of Georgia and a Bachelor of Applied Scien ce with an emphasis in Organization and Human Resource Management from Santa Fe College. This resource is experienced in change management and training for Workday Talent and Performance Management, Benefits, Absence and Time Tracking, Advanced Compensation, Onboarding, Financials, and HCM and serves as the Workday Recruiting lead for the Organizational Change & Training team. In this role, they have worked with clients like the University of Southern California, the University of Nevada at Las Vegas, Flori da Virtual School, Emerson College, Campbell’s, and Mass Mutual Insurance. This resource has produced software -based videos for client s and has developed and delivered comprehensive training programs. With each new project, they are dedicated to a superior level of commitment, professionalism, and client advocacy.

Consulting Experience
Workday
Implementation

Organizational Change & Training (Change Architect)
Served as Organizational Change & Training Change Architect on five implementation projects covering various Workday HCM and Financials modules.

Experience includes:
• Providing leadership and project oversight
• Conducting client check-ins at various stages of the project to ensure that milestones are being met
• Providing quality assurance reviews of change management, communications, and training materials
• Supporting the client relationship and acting as a link between the project resources and executive sponsors

Workday
Implementation

Organizational Change & Training (Lead)
Served as Organizational Change & Training Lead on multiple implementation projects covering various areas of Workday, including: HCM, Financials, Advanced Compensation, Recruiting, Talent and Performance Management, Absence and Time Tracking, Payroll, and Benefits.

Experience includes:
• Creating Change Impact Assessment to document current state versus future state in the areas of company processes, culture, and system design and then use that information to identify areas of high impact for change • Collaborating with the client’s Change Management Lead to create a strong Communications Plan and execute the activities as prescribed in the project timeline
• Organizing and advising a Change Champion Network to help garner support and awareness throughout the organization and assess feedback as it is provided throughout the lifecycle of the project

Change Architect

• Developing training strategy materials such as the Training Needs Assessment, Curriculum Plan, and Development Plan to systematically identify and track the audiences in need of training, and the appropriate method(s) for delivering training to these groups
• Co-Delivering instructor-led classroom training sessions with the client’s Change Management and Training Leads

Workday
Implementation

Training (Lead)
Provided training leadership and oversight on several Workday implementation projects in the areas of Recruiting, HCM, Absence & Time Tracking, Talent & Performance Management, Benefits, and Payroll.

Experience includes:
• Consulting on the training strategy, approach, and communications for end- user training plans
• Creating all training planning documents, including a comprehensive Training Needs Assessment and Curriculum Plan for each end-user role • Spearheading the development of all training materials, including job aids, practice activities, videos, webinars, PowerPoint training decks, and guided demonstrations
• Delivering instructor-led training sessions to end-users, including global audiences
• Delivering web-based training sessions to end-users
• Providing guidance on project timelines, estimates, and forecasts • Serving as internal Quality Assurance Lead for all training materials • Advising on the strategy for, and executing the necessary system preparation for successful Instructor-led training sessions and Train-the-Trainer sessions • Conducting end-user adoption surveys and evaluations and using metrics to advise on reinforcement activities

Workday
Implementation

Training
Served as Organizational Change & Training Principal on multiple Workday implementation projects in the areas of Recruiting, Talent & Performance Management, HCM, Advanced Compensation, Financials, Absence & Time Tracking, and Benefits.

Industries
• Higher Education
• Government
• Consumer Packaged Goods
• Retail
• Hospitality
• Nonprofit
• Healthcare & Insurance
• Financial Services
• Technology

Change Architect

Skills Summary
Workday • Human Capital Management
• Financials
• Organizations
• Business Processes
• Self-Service (ESS/MSS)
• Mobile
• Recruiting
• Absence
• Time Tracking
• Talent and Performance
Engagement
Experience
• Team Lead
• Impact Analysis & LOE Estimates
• Cynergy™ Methodology
• Client Relations
• Strategy & Planning
• Change Management Strategy
• Change Impact Assessments
• Stakeholder Assessments
• Readiness Assessments
• Communications Planning
• Change Champion Networks
• Training Strategy
• Training Needs Assessments

• End-User Training
• Job Aid Development
• Demonstrations & Presentations
• Business Process Design
• Script writing and software-based
video production
• Curriculum Design
• End-User Training and
Documentation
• Power-User Training and
Documentation
• Business Communications

Relevant
Software
• MS Office (Excel, Outlook,
PowerPoint, Word)
• Smartsheet
• Adobe Captivate
• SharePoint
• Box
Other Accomplishments
Education • Santa Fe College, Bachelor of Applied Science, Organization Management & Human Resources, Gainesville, FL
• University of Georgia, Bachelor of Education, Social Science Education, Athens, GA

Training • Workday HCM Services Core
• Workday Practical
• Prosci® Methodology

• Collaborative Cynergy™
Methodology

Presentations • “Change Management and Training Overview”, Regional User Group (RUG) Conference, Orlando, FL, 2016

Recognition &
Awards
• Collaborative’s MVP Award, 2016

Certifications • Workday HCM Certification (W23-32)
• Prosci® Certified Change Practitioner

Time Tracking/Payroll Lead

This resource has 20+ years of experience with a variety of HCM, Payroll, and Time and Attendance Applications. She has over 9 years of Workday experience focusing on the Absence Management and Time Tracking modules. Over the past several years she has served in the roles of P roject Manager, Business Analyst, Team Lead and Consultant. Throughout her career, her primary focus has been on supporting various financial and HCM applications. She has experience working with 3 rd party vendors and consultants implementing various software packages as well as extensive Business Process Design work and union environment knowledge. She brings her deep business understanding along with her strong system configuration experience to help deliver industry leading solutions for clients in the dynamic world of SaaS.

Consulting Experience
Workday
Implementation

Cross Functional (Lead)
Provided functional leadership and oversight on multiple Workday implementation projects in the areas of Absence Management, Time Tracking & Payroll Interface.

Experience includes:
• Managing all phases of the Xcelerate and Cynergy™ implementation methodology and ensuring the quality of the deliverables for area(s) of responsibility
• Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Developing unique solutions to meet client needs across 40+ countries, leveraging the suite of global HCM functionality and optimizing security configuration to support various service delivery models • Guiding clients through the functional setup needed to support complex data conversion requirements, including transactional and organizational history, and supporting the validation of data from various legacy systems • Overseeing Unit Test scenario development and execution and partnering with clients throughout all phases of testing including End-to-End, Smoke, User Acceptance, and Parallel Testing
• Strategizing cutover plans and rollout activities for initial, cross-platform, and Phase 2 deployments
• Developing roadmap strategy and update plan for future functionality

Workday Partner Product Lead – Time Tracking
Served as product lead for Workday ecosystem since 2013. This includes serving as subject matter expert for time tracking product to entire ecosystem, presenting annually on knowledge sharing sessions and participating in product roadmap discussions.

Time Tracking/Payroll Lead

Workday Delivery Assurance Reviewer – Time Tracking & Absence Performed delivery assurance reviews for over multiple time tracking implementations. Provided guidance on best practices and functionality to ensure successful product go-lives.

Industries
• Nonprofit
• Legal
• Insurance
• Healthcare
• Financial
• Retail
• Real Estate
• Services
• Education
• Manufacturing
• Technology
• Software
• Risk Assurance
• Oil & Gas
• Consumer Packaged Goods
• Telecommunications
Skills Summary
Workday • Human Capital Management
• Data Conversion & Configuration
Migration (iLoad, OX, EIB, Solution)
• Business Processes
• Configurable Security
• Payroll
• Payroll Interface
• Integrations – Payroll
• Absence Management

• Time Tracking
• Organizations
• Extensibility
• Reporting & Calculated Fields
• Self-Service (ESS/MSS)
• Mobile
• Projects
• Integrations – Time Tracking
Global • 40+ countries, including US, Canada, APAC, EMEA, LATAM • Conducted local design sessions, data gathering, and knowledge transfer and user training

Languages

• English

Engagement
Experience
• Data Conversion
• Needs Assessment
• Gap Analysis
• Testing
• Strategy/Planning

• Business & Technical Process
Documentation
• End User Training
• Process Re-Engineering
• Knowledge Transfer
Relevant
Software
• MS Office (Excel, OneNote, Outlook,
PowerPoint, Project, Word)
• Smartsheet

Other Accomplishments
Education • University of Phoenix: BS Business Management

Time Tracking/Payroll Lead

Training • Workday HCM
• Workday Absence Management
• Workday Time Tracking
• Workday Onboarding
• Workday Medium Enterprise

• Workday Delivery Assurance
• Workday Report Writer
• Workday Calculated Fields
• Collaborative Cynergy™
Methodology

Presentations • Workday Time Tracking Knowledge Sharing Sessions

Certifications • Workday HCM
• Workday Absence Management
• Workday Medium Enterprise

• Workday Time Tracking
• Workday Delivery Assurance
Associations • Workday Product Lead – Time Tracking
• Workday Delivery Assurance Reviewer – Time Tracking

City of Santa Maria
Enterprise Resource Planning (ERP) Software
and Implementation Services
November 14, 2022

Collaborative Solutions, LLC. Proprietary & Confidential 179

Appendix C: Additional Information

SAMPLE DA FORM (Cannot be Contracted)
ORDER FORM # Agreement Number

DELIVERY ASSURANCE (FIXED FEE)
Customer Name City of Santa Maria ("Customer")
Workday Entity Name ("Workday")
MSA Effective Date Parent Agreement Effective Date
Order Effective Date The later of the dates beneath the parties’ signatures below.

Order Term End Date TBD
Currency USD
Total Consulting Fees $$

Consulting Engagement Type
Delivery Assurance Checkpoints Reviews
Delivery Assurance Project Management Reviews

Products
Learning, Recruiting, Time Tracking, Financial Accounting, Customer Accounts, Grants Management, Procurement, Projects, Customer Contracts, Financial Planning, Prism Analytics

Number of Prism Use Cases 3

Customer Contact
Information
Billing Contact
Contact Name
Street Address
City/Town,
State/Province/Region
Zip/Postal Code
Country

Phone/Fax # Phone: Fax:

Email (Required)

This agreement (along with the tables above and Addendum attached hereto, this “Document”) is entered into as of the Order Effective Date listed above and is subject to and governed by the primary Service subscription agreement (the “MSA”) between the Workday customer listed above (“ Customer”) and the Workday entity listed above (“ Workday”). In the event of a conflict between the terms of this Document and the terms of MSA, the terms of this Document shall prevail with respect to the subject matter hereof.

All capitalized terms not otherwise defined herein shall have the same meaning as in MSA. This Document is only valid and binding on the parties when executed by both parties and is further subject to the additional terms in Addendum A attached hereto.

Workday may extend the Order Term with respect to Workday's Delivery Assurance services without Customer’s consent and at no additional cost to Customer, to the extent reasonably determined by Workday to be necessary or appropriate to perform the Delivery Assurance services.

Consulting Services and Scope. This Document describes Workday’s Delivery Assurance consulting services (“Delivery Assurance” or “DA”) that
Workday shall perform for Customer. Any service, deliverable, feature, or functionality not expressly identified in Addendum A is not in the scope of this Document.

Fees and Payment. Workday will perform the Delivery Assurance on a fixed fee basis. The Total Consulting Fees as set forth above shall be invoiced upon execution of this Document. The fixed fee amount does not include related travel and expenses. Expenses shall be invoiced on a monthly basis as incurred. Invoices are due in accordance with the MSA. All remittance advice and invoice inquiries can be directed to [email protected].

Termination. Unless terminated in accordance with this Section, this Document automatically terminates upon the earlier of: (i) completion of the Delivery Assurance services provided hereunder, or (ii) the termination of the MSA. Either party may terminate this Document for cause on the same terms as it may terminate the MSA for cause. Upon receipt of any notice of termination, Workday shall immediately cease performance of the Delivery Assurance services and Customer shall pay Workday within thirty (30) days after the date of termination for all Delivery Assurance services performed by Workday (included partially completed services) and travel and living expenses incurred up to the cessation of such services.

Notwithstanding any other provision to the contrary, termination or breach of this Document hereunder by either party for any reason shall not terminate nor give that party the right to terminate the MSA or any Order Forms thereto.

IN WITNESS WHEREOF, this Document is entered into as of the Order Effective Date, defined above.

City of Ventura Workday, Inc.

Signature Signature

Name Name

Title Title

Date Signed Date Signed

ADDENDUM A ADDITIONAL TERMS – DELIVERY ASSURANCE

1. General
As part of Workday’s Delivery Assurance services, Workday shall validate that Customer’s deployment of the Service, as performed by a Workday services partner (“Partner”), follows the Workday deployment methodology and configuration standards. Workday is not responsible for the acts or omissions of any Partner or Customer personnel hereunder. As between the parties, Customer is responsible for Partner’s compliance with this Document.

2. Description of Delivery Assurance Services

2.1 Checkpoint Reviews . Partner’s consultant(s) and project manager responsible for Customer’s deployment of the Service (collectively, the “ Partner Deployment Team ”) shall review the configured application (and applicable integrations and reports developed by the Partner Deployment Team or Workday) and provide output from applicable tools to the Workday team using a method specified by the Workday team. The Workday team will review provided output and tools and provide feedback to Partner’s consultant(s). Partner’s project consultant shall be responsible for resolving any issues identified during the review, including any issues identified by Workday. For any issues that cannot be resolved, the Partner Deployment Team shall follow Workday’s issue resolution process. A Partner project consultant shall review the checkpoint outcomes with Customer.

2.2 Project Management Reviews.
(a) Plan Review. Workday shall review Partner’s project planning documents drafted during the Plan stage and the cutover plans detailing Customer’s transition to the Service to determine whether the defined scope, tasks, and timelines are reasonable and align to the Workday deployment methodology. (i) Workday’s Project Initiation Checkpoint is a detailed review for adherence to the Workday deployment methodology, an achievable schedule, and appropriate resourcing based upon scope and schedule.
(ii) The Cutover Plan review is a detailed review of the cutover plan and associated activities. This review shall help confirm that all important areas have been addressed to support a successful cutover to production and roll out of Customer’s deployment of the Service in Production. (b) Periodic check-in calls. Workday shall conduct scheduled calls with the Partner Deployment Team and Customer to discuss the overall state of the deployment and determine if the project is continuing to meet expected timelines and activities.
(c) Deployment Readiness Reviews. Workday shall evaluate deployment/operational readiness at the end of each stage leveraging the Workday delivered review template. (d) Steering Committee. Workday shall participate in Steering Committee meetings. (e) Other Activities. Workday shall participate in additional project -related activities, such as project status meetings, as needed.

3. Conditions

3.1 The parties understand and agree that the reviews and other services provided under this Document shall be performed 100% offsite, unless expressly agreed by the parties in writing. Any onsite work shall be pre-agreed to by both parties in writing.

3.2 Customer is responsible for the timely coordination of its internal and Partner resources and shall facilitate regular participation of the Workday team in regular Steering Committee meetings. If Customer’s actions or responsibilities hereunder are delayed or impact Workday’s ability to perform the services for any reason, Customer understands and agrees that Workday may delay services, a Change Order may be required, and additional fees may be due.

3.3 The fees due under this Document are based on the deployment scope described in this Document and only cover work performed during the Order Term. Any changes to the scope may impact both the time required to complete the reviews and the total Fees. If Customer desires any changes to the scope, the additional work shall be subject to a separate agreement between the parties. This Document is noncancelable and Fees are non-refundable.

3.4 Workday may use Workday certified subcontractors to perform some or all of the services performed hereunder.

3.5 Neither the SLA nor Service Credits apply to this Order Form.

4. Ownership
The recommendations, ideas, techniques, know-how, designs, programs, development tools, processes, integrations, enhancements, reviews, guidance, and other technical information provided or developed by Workday in the course of performing the activities contemplated by this Document, or co-developed by the parties hereunder, including all Intellectual Property Rights pertaining thereto are Workday Intellectual Property Rights and Workday Confidential Information. Workday reserves all rights in the content and related Intellectual Property Rights not expressly granted to Customer herein.

5. Warranty and Disclaimer
This Document is for consulting services rather than the Service. Accordingly, the warranties and related remedies in the MSA regarding the Service are inapplicable. Instead, Workday warrants that it shall perform its obligations set forth in this Document in a professional and workmanlike manner. As Customer’s exclusive remedy and Workday’s sole liability for breach of the foregoing warranty, Workday shall correct deficiencies at no additional cha rge to Customer, provided Customer gives written notice to Workday which describes any deficiencies within thirty (30) days of the performance of the deficient services. In the event Workday is unable to correct the identified deficiencies after good-faith efforts and at a commercially reasonable cost, Workday shall refund Customer prorated amounts paid for the defective portion of the services provided under this Document.

NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THE AGREEMENT, EXCEPT AS

EXPRESSLY PROVIDED HEREIN AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE

LAW, WORKDAY MAKES NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED,

STATUTORY, OR OTHERWISE, AND SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES,

INCLUDING ANY WARRANTIES OF TITLE, NONINFRINGEMENT, MERCHANTABILITY, OR FITNESS

FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SERVICES PROVIDED UNDER THIS DOCUMENT.

CONTINUOUS VALUE SERVICES
1 collaborativesolutions.com
WHAT ARE CONTINUOUS VALUE SERVICES (CVS )?
Deliver exceptional customer support through quality leadership, partnership and services to enable customers to realize the full potential and value of Workday.

WHY COLLABORATIVE FOR CVS?
Leading global provider of Workday full platform post-production services with true flexibility and a knowledge- transfer approach proven to drive customer self-sufficiency. Offers also include strategic roadmapping, governance post-deployment services, and comprehensive Workday Organizational Change & Training Services to make the most of your Workday investment.

High-Value Target Consulting
ƒ Average of 15 years consulting experience
ƒ Average of 5 years Workday experience
ƒ Tenured Financials partner with 100+ unique Workday
Financials customers
Cutting-Edge Workday Partner
ƒ Workday Cloud Platform Fast Follower
ƒ Prism Early Workday Partner
ƒ Early Implementation Partner of Adaptive Insights
No Start up Fees, Locked-in Rates
ƒ No fees to begin services
ƒ Locked-in rates for term of service (1-3 years)
ƒ No penalties or limits on how hours are leveraged
Scalability of Service
ƒ Focus on flexibility
ƒ Shift hours as your demands may change
ƒ Full platform Squads team: support post-production
projects & unplanned assistance requests
Global Presence
Flexible Options For Medium And Large Enterprise Customers Organizational Change & Training
Strategic Services
Higher Education, Government, & Healthcare Experience
Flexible, on-demand support for
what you need, when
you need it
Lean-On Services The blueprint to maximizing your

Workday investment

for continuous growth
Tenant Analysis & Plan
Drive executive engagement with

pre-built strategic KPIs
Advanced Report
Dashboards & Analytics
Deploy new and existing
Workday products &
functionality
Mergers & acquisitions
Divestitures

PHASE X & BUSINESS

EVENT SUPPORT

PACKAGESAPPLICATION MANAGED

SERVICES (AMS)
Continuous Value Services
2 collaborativesolutions.com

ABOUT COLLABORATIVE SOLUTIONS
Collaborative Solutions is a leading global Finance, HR, and Student transformation consultancy, and the longest- tenured Workday partner. Collaborative has a 98% customer satisfaction rating with over 625 customers and 100 Workday-named Product Leads. The consultancy is considered an undisputed alternative to the “Big Four” and has more years of experience per consultant compared to the ecosystem average.* Collaborative Solutions has deployed in over 125 countries, and is based in the Washington, D.C. metro area, and has offices throughout North America, Europe and the Asia-Pacific region. *Source: Workday Partner Scorecard

CUSTOMER SNAPSHOT
Medium Enterprise Large Enterprise
Retail
Education &
Government
Professional
Services &
Government
Contracting
Healthcare
Financial
Services

Report Writer Dashboards Discovery Boards Worksheets Slides OfficeConnect (Financial Management)
Properties The original Workday reporting
tool. Can accommodate many
different reporting use cases,
including tabular and summarized
data.

A container that allows you to
organize and display relevant,
actionable business intelligence
in a single place.

A visual data analysis tool available
within Workday that allows you to
perform ad hoc analysis with a drag
and drop interface.

A spreadsheet tool within Workday that will
allow you to work with live secure data, with
the ability to share and collaborate across
your organization.

A presentation tool that enables you
to share data insights, create
narrative, and provide relevant context
around your Workday data.

A Microsoft Excel add-in that will
allow you to login using your
Workday credentials and query on
Financial Data. Using it, you can
build reports utilizing a curated
portion of your Workday Financial
Data Model.

Example Use Cases HCM:

Headcount Trends
Staffing Events
Financials:

Statutory Reporting
​​​Revenue Plan vs. Actual
HCM:

HR Executive Dashboard
Workforce Composition
Financials:

Accounts Receivable Action
Items
Business Asset Operations
HCM:

Skills Gaps
Benchmarks
Training Effectiveness
Expense analysis

Financials:

Past Due Receivables by Root Cause
DSO Drivers
Ledger Balance Analysis
HCM:

Model Compensation Changes

Financials:

Invoice Management
Cash Flow
GL Reconciliation
Joining data not connected by the object
model
HCM:

Talent Reviews
Financials:

Quarterly Business Reviews
Sharing summarized data with users
that don't have access to the details
Financials:

Ad Hoc Reporting
Connection to Workday Data Access all delivered data sources and Prism data sources.

Connects to Workday data
through Report Writer reports
that have been enabled as
worklets.

Access most Indexed data sources
and all Prism data sources.

Connects to Workday data through Report
Writer reports, mainly Advanced, Matrix and
Composite.

Connects to Workday data through
Worksheets and People Analytics.

Any data within a Worksheets
workbook can be brought into a
Slides presentation, including live
data from a Report Writer report.

Data from People Analytics can be
exported to Slides.

Only works with the Financial
Reporting and Analytics Data
Model.

Recommended Report
Developer
Centralized report developers Centralized report developers Centralized report developers, Analysts
Centralized report developers, Analysts Centralized report developers, Analysts
Accountants, FP&A Analyst
Typical Report Consumer Employees, Managers, Analysts Analysts, Managers, Executives Analysts, Managers, Executives Employees, Managers, Analysts Analysts, Managers, Executives, Employees
Accountants, FP&A Analyst
Security to Create View and Modify access to the
Custom Report Creation
(2237$88) domain and access to
the specific data sources.

View and Modify access to the
Set Up: Tenant Setup -
Worklets (2229$1533) domain.

View and Modify access to the
Discovery Boards: Create
(2229$3763) domain, Drive
(2229$3579) domain, and access to
the specific data sources.

View and Modify access to the Worksheets
(2229$2861) and Drive (2229$3579)
domains.

To pull in data from a Report Writer report,
user must also have access to the report.

View and Modify access to the Slides
(2229$3703) and Drive (2229$3579)
domains. To pull in or refresh data
from a Worksheets workbook, user
must also have View and Modify
access to the Worksheets
(2229$2861) domain and access to
the workbook. To include data from
People Analytics, user must have
View and Modify access to the View:

People Analytics (2229$4167)
domain.

User must have installed
OfficeConnect on their machine,
have access to the Access
Workday Financials OfficeConnect
(2229$5682) domain, and one of
the domains securing journal line
data.

Leverages the Drive sharing model.

Can be shared with Can View or Can
Edit access with individual users or
security groups.

For Can View access, the user or
group must have View and Modify
access to the Drive (2229$3579)
domain and at least one of the data
sources used in the board.

For Can Edit access, the user or
group will need the same access in
addition to View and Modify access to
the Discovery Boards: Create
(2229$3763) domain.

Leverages the Drive sharing model. Can be
shared with Can View, Can Comment, or
Can Edit access with individual users,
security groups, or via a link. In all cases,
the end user must have View and Modify
access to both the Worksheets
(2229$2861) and Drive (2229$3579)
domains.

Leverages the Drive sharing model.

Can be shared with Can View or Can
Edit access with individual users,
security groups, or via a link. In all
cases, the end user must have View
and Modify access to both the Slides
(2229$3703) and Drive (2229$3579)
domains.

Sharing Can be shared with individual
users or with security groups. Can
only select users or security
groups that have access to the
data source used in the report.

Dashboards are tied to domains
and any security group with
access to the domain will have
access to the dashboard.

Review the Drive FAQ for more details around access and sharing in Drive. Reports are Microsoft Excel files and can be shared through all
channels used for sharing files.

Report Writer Dashboards Discovery Boards Worksheets Slides OfficeConnect (Financial Management)
How can the report be
accessed?
Can be accessed through the
Search bar, as a worklet on a
dashboard, or through a direct
URL. Can be added to the Home
screen as a worklet.

Can be accessed through the
Search bar or as a worklet on
the Home screen.

Can be accessed through the Search
bar, Drive or a direct URL. Can be
added to the home screen as a
worklet. Visualization from a Discovery
Board cannot be added as a worklet to
Dashboard.

Can be accessed through the Search bar,
Drive or a direct URL. Cannot be added to
the home scene as a worklet. Charts created
within a workbook cannot be added as a
worklet to a Dashboard.

Can be accessed through the Search
bar, Drive or a direct URL. Cannot be
added to the home scene as a
worklet. Charts created within a
presentation cannot be added as a
worklet to a Dashboard.

Cannot be access through the
tenant. User must open the file on
their machine with Microsfot Excel
for full functionality.

Worksheets respects a user's contextual
security when live data is brought in or
refreshed.

After that, however, all users will see all data
within the workbook, regarless of their
access to the data.

Review the administrator guide for more
information on Worksheets' collaborative
security.

To ensure a user only sees data they have
access to, you can leverage the Workbook
Templates feature.

Allows you to take action on
instances
Yes, full access to related actions. Yes, full access to related actions.

Yes. Can open instances in new
window where you can take full action.

No related actions from a viz.

Yes. Can open instances in new window
where you can take full action. No related
actions from a workbook.

No actionability in Slides. Provides a link for accessing journal line details. Can take action from
within Workday.

Allows you to view the details
of summary data
Yes, group bys and detailed data is
configured on each Matrix Report.

Yes, group bys and detailed
data is configured on each
Matrix Report.

Yes. Group bys and detailed data
fields are configured at the business
object level and apply to all Discovery
Boards
Yes, can view details of pivot tables, but
group bys and detailed data from Matrix
reports are not accessible.

No ability to drill into the details. Yes, can view details for journal line summaries only.

Can include data external to
Workday
No*
Possible with subscription to
Prism
No*
Possible with subscription to
Prism
No*
Possible with subscription to Prism
Yes
Use cases should be limited to the
guidelines set forth in the Worksheets
performance FAQ
Yes
Either through linking to external data
from Worksheets or added directly to
Slides
OC - Yes
Data Source - No
Supports multi-instance
fields
Yes Yes No Yes Yes No
Supports fields from a
related business object
Yes Yes No Yes Yes No
Calculated Field limitations None None See Admin Guide None None N/A - Calculated Fields are not supported in the Financial Reporting
and Analytics Data Model.

Can combine multiple data
sources into a single report
Yes*
Composite Reports Only
Yes*
Composite Reports Only
No*
Not in a single visualization, but
visualizations within a single sheet can
be based on different data sources
Yes Yes - from Worksheets No
Can join data not connected
by the object model
No No No Yes Yes - from Worksheets No
Can be scheduled for
delivery
Yes No No No No No
Can support down stream
Business Processes
(Embedded Analytics) and
Integrations (Report-as-a-
Service, RaaS)
Yes No No No No No
Allows end users to add
comments on the data
No No No Yes Yes Yes
Available on Mobile Yes Yes No Yes - View Only No No.

A saved workbook can be viewed in
Mobile, but there is no ability to
connect to Workday or refresh from
Mobile.

Additional Considerations
What data will the report
recipient see?
The values returned will be
determined by the user’s
contextual security.

All worklets on the dashboard
will return data based on the
user's contextual security.

For visualizations where the user has
access to the data source, the values
returned will be determined by the
user's contextual security.

For visualizations where the user does
not have access to the data source,
they will not see that particular viz.

All users will see all data within the
Slides presentation, regarless of their
access to the data.

To refresh data from a Worksheets
workbook, the user must have access
to the workbook.

Data from People Analytics cannot be
refreshed, and must be re-exported.

OfficeConnect will respect the
user’s access to the data when a
refresh occurs.

When a user opens the excel file,
they will see all the data in the last
state it was saved, unless the option
“Always clear data upon save” is
selected. If this option is selected,
the model elements will remain in
place, but the data itself will be
cleared, forcing the user to perform
a refresh.

Report Writer Dashboards Discovery Boards Worksheets Slides OfficeConnect (Financial Management)
Migration support OX2.0 OX2.0 OX2.0 Export/Import
Live Data will need to be manually
reconnected unless custom report has same
WID in target and source tenant.

No migration support. The Financial Reporting and
Analytics Data Model configuration
will be migratable with OX2.0. Once
migrated, existing workbooks will be
able to connect to the new target
tenant.

Exclusive Chart Types: Heatmap
KPI
Scatterplot
Waterfall
Anything supported in Excel
Sample Plan City of Santa Maria
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
1 100%

Anchor Dates (Manual Dates) *** DO NOT CHANGE
335d 01/16/23 04/26/24
2 100%

Onboarding
75d 03/06/23 06/17/23
6 100%

Plan
30d 03/20/23 04/28/23
11 100%

Architect & Configure
180d 01/16/23 09/22/23
17 100%

Test
100d 09/25/23 02/09/24
22 100%

Deploy
26d 02/12/24 03/18/24
26 100%

Post Production Support
30d 03/18/24 04/26/24
29 100%

Full Platform Implementation
301d 03/08/23 05/01/24
30 100%

Customer Onboarding and Project Preparation Stage
53d 05/01/23 07/12/23
31 100%
Onboarding Activities
18d 06/19/23 07/12/23 2
32 100%
Sales to Service Transition Meeting
1d 06/19/23 06/19/23 2
33 100%

Strategy to Delivery Transition Meeting (if
applicable)

1d
05/01/23 05/01/23
6 34 100%

Initial Contact with Customer

0.5d 05/01/23 05/01/23 6
35 100%

Customer CS "Welcome" Email

0.5d
05/01/23 05/01/23
6 CS Engagement
Manager
Activity
36 100%

Prepare Agenda for On-Site 2-3 day Planning
Meeting

0.5d
05/01/23 05/01/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
37 100%

Pre-Planning Documentation Collection
13d 06/03/23 06/20/23
38 100%

Workday Discovery Documents

0.1d
06/03/23 06/03/23
CS Engagement
Manager
Deliverable
39 100%

Prepare Customer Contact and Logistics
Document

1d
06/20/23 06/20/23
CS Engagement
Manager
Activity
40 100%

Project Setup
18d 06/03/23 06/27/23
41 100%

Customer Success to request GMS Tenant and
Coordinate with Customer PM

1d
06/03/23 06/03/23
Workday Activity
42 100%

Customer Submit Request on Customer Portal
for Scorecard and Assigning Project Manager

1d
06/03/23 06/03/23
Customer
Project
Manager
Activity
43 100%

Establish Cynergy™ Collaboration Project
Tools Suite
3d 06/03/23 06/06/23
44 100%

Stand Up CS Project Site with Project
Assets during SOW review meeting with
Leads

3d
06/03/23 06/06/23
CS Engagement
Manager
Activity
45 100%

Submit Salesforce request for new Cynergy -
Implementation Management System (CIMS)
project site to be created

1d
06/27/23 06/27/23
46 100%

Smartsheet Project Workspace with plan
and build toolkit

1d
06/27/23 06/27/23
47 100%

Schedule Internal Team Kickoff Meeting

1d
06/03/23 06/03/23
CS Engagement
Manager
Activity
48 100%

Workday Training (Customer)
1d 06/27/23 06/27/23
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
49 100%

Workday Training Plan Matrix - Provide
Workday training matrix (Community) for
Customer to plan training

1d
06/27/23 06/27/23
Customer
Project
Manager
Deliverable
50 100%

Plan Stage - Plan the Project
66d 07/13/23 10/12/23 30
51 100%

Complete CS Project Start-Up Tasks
56d 07/13/23 09/28/23
CS Engagement
Manager
52 100%

Confirm Project Resources

1d
07/13/23 07/13/23
CS Engagement
Manager
Activity
53 100%

Review and Confirm Baseline Project Plan in
SmartSheet

56d
07/13/23 09/28/23
CS Engagement
Manager
Activity
54 100%

CS Internal Project Kickoff Meeting

0.5d
07/14/23 07/14/23
52, 42 CS Engagement
Manager
Meeting
55 100%

Complete OC&T Project Kickoff Checklist

1d
07/13/23 07/13/23

CS OC&T
Consultant
Activity
56 100%

Customer Planning Tasks
1d 07/13/23 07/13/23
57 100%

Confirm and Provide list of Customer Project
Resources and SMEs and Time Allocations

1d
07/13/23 07/13/23
Customer
Project
Manager
Deliverable
58 100%

CS Planning Tasks

0.25d 07/13/23 07/13/23
59 100%

Request Empty Foundation Implementation
Tenant

0.25d
07/13/23 07/13/23
Activity
60 100%

Review current Foundation Tenant Data
Collection Templates

0.25d
07/13/23 07/13/23
61 100%

Draft Project Governance Documentation
66d 07/13/23 10/12/23
62 100%

Confirm Project Scope and Assumptions

56d
07/13/23 09/28/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
63 100%
Create Project Charter

56d
07/13/23 09/28/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
64 100%

Confirm Project Meeting Cadence and
Attendees (Status Meetings, Steering
Committee)

56d
07/13/23 09/28/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
65 100%

Develop Tenant Management Plan

56d
07/13/23 09/28/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
66 100%

Discuss and Document Change Control
Process

0.25d
07/13/23 07/13/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
67 100%

Develop Issue/Risk/Decision Log Tracker
(SharePoint site)

1d
07/13/23 07/13/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
68 100%

Conduct preliminary issues log and risk
identification and qualitative analysis for project
as listed in project charter

3d
09/29/23 10/03/23
63, 67 CS Engagement
Manager
Customer
Project
Manager
Deliverable
69 100%

Customer to Inform Legacy Vendors/New
Vendors of Project Timelines and Gain Vendor
Approval and Buy In

56d
07/13/23 09/28/23
Customer
Project
Manager
Activity
70 100%

Customer to Inform Integration Vendors of
Project Timelines and Gain Vendor Approval
and Buy In (Requirements/Sample Files if
possible)

56d
07/13/23 09/28/23
Customer
Project
Manager
Activity
71 100%

Data Conversion, Validation and Testing
Strategy Planning
66d 07/13/23 10/12/23
72 100%

Data Validation and Conversion Strategy
66d 07/13/23 10/12/23
73 100%

Provide and Discuss Draft Data
Conversion and Data Validation Strategy
Template

56d
07/13/23 09/28/23
CS Data
Conversion
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
74 100%

Develop Data Conversion and Data
Validation Strategy (including Due Dates
of Data for All Builds, effective dates,
preliminary time frames for Parallel
Testing)

10d
09/29/23 10/12/23
73 CS Data
Conversion
Consultant
Customer
Project
Manager
Deliverable
75 100%

Confirm Meeting dates for Planning the Project
and the Architect & Configure Phase

1d
07/13/23 07/13/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
76 100%

Present Draft Project Plan, Project Charter,
Agenda Template, Status Report Template,
Issue/Risk/Decision Log Template

1d
07/13/23 07/13/23
CS Engagement
Manager
Deliverable
77 100%

Prepare Kick Off Presentation

1d
07/13/23 07/13/23
78FS -7d CS Engagement
Manager
Deliverable
78 100%
Hold Project Kickoff Meeting

0.5d
07/13/23 07/13/23
9 All CS Team
Members
All Customer
Team
Members
Meeting
79 100%

Organizational Change & Training Preparation
Tasks
3d 07/14/23 07/18/23
80 100%

Initial OC&T Kickoff meeting with Customer
OC&T Lead(s) and Core Team

1d
07/14/23 07/14/23
57 CS OC&T
Consultant
Customer
OC&T Lead
Meeting
81 100%
Draft Change Management Strategy and
Timeline Framework

2d
07/17/23 07/18/23
80 CS OC&T
Consultant
Customer
OC&T Lead
Deliverable
82 100%

WD DA Review Project Checkpoints
56d 07/14/23 09/29/23 DA Checkpoint
83 100%

WD DA Checkpoint: Deliver DA Overview with
Workday Delivery Assurance Manager

55d
07/14/23 09/28/23
76 CS Engagement
Manager
DA Checkpoint
84 100%

WD DA Checkpoint: Project Initiation
Checkpoint

55d
07/14/23 09/28/23
76 CS Engagement
Manager, WD
Delivery Assurance
Customer
Project
Manager
DA Checkpoint
85 100%

Determine Configuration or Compliance DA
requirements and communicate to the team

1d
09/29/23 09/29/23
83 CS Engagement
Manager
86 100%

Plan Stage Sign Off
5d 10/04/23 10/10/23 91FS -5d
87 100%

Customer Sign Off: Plan Stage Deliverables
5d 10/04/23 10/10/23
88 100%

Baseline Charter

5d
10/04/23 10/10/23
76 Customer
Project
Manager
Sign-Off
89 100%

Baseline Project Plan

5d
10/04/23 10/10/23
76 Customer
Project
Manager
Sign-Off
90 100%

Plan Stage Sign-Off Document

1d
10/04/23 10/04/23
Customer
Project
Manager
Sign-Off
91 100%

Plan Stage - Plan the Architect & Configure Phase
64d 07/13/23 10/10/23 30
92 100%

Architect & Configure Stage Preparation
64d 07/13/23 10/10/23
93 100%

Functional Preparation Tasks
17d 07/13/23 08/04/23
94 100%

Foundation Data Model (FDM)
17d 07/13/23 08/04/23
95 100%
Prepare Design Companion Guides
5d 07/13/23 07/19/23
96 100%

Prepare Configuration Design
Workbooks
5d 07/13/23 07/19/23
97 100%
Prepare Data Collection File Layouts
5d 07/13/23 07/19/23
98 100%

Load Design Companion Guides and
Configuration Workbooks to Project Site
and Communicate to Customer PM
0 07/19/23 07/19/23 95
99 100%

Conduct Architect & Configure Planning
Meetings (including Workset plans)
1d 07/20/23 07/20/23 98
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
100 100%

Prepare Workset Agenda/Calendar and
Attendees
2d 07/20/23 07/21/23 99SS
101
100%

Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
2d 07/20/23 07/21/23 99SS
102 100%

Complete FDM Sessions and Make
Necessary Configuration Updates
07/13/23
103 100%

Customer complete FDM Workbooks
and prepare FDM Data
10d 07/24/23 08/04/23 101
104 100%
Build Foundation Tenant

11.55d 07/13/23 07/28/23
105
100%

Foundation Tenant is completed with
data load from FDM and completed FDM
Configuration
07/13/23
106 100%

HCM
15d 07/13/23 08/02/23
107 100%

Core HCM
15d 07/13/23 08/02/23
108 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
109 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
110 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
111
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
112FS -5d CS Functional
Consultant
Deliverable
112
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
113 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
112SS CS Functional
Consultant
Deliverable
114
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
108, 109,
110
CS Functional
Consultant
Activity
115
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
112FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
116 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
115FF CS Functional
Consultant
117 100%

Benefits
15d 07/13/23 08/02/23
118 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
119 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
120 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
121
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
123FS -5d CS Functional
Consultant
Deliverable
122
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
123 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
123SS CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
124
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
118, 119,
120
CS Functional
Consultant
Activity
125
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
123FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
126 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
125FF CS Functional
Consultant
127 100%

Time Tracking & Absence
15d 07/13/23 08/02/23
128 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
129 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
130 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
131
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
132FS -5d CS Functional
Consultant
Deliverable
132
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
133 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
132SS CS Functional
Consultant
Deliverable
134
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
128, 129,
130
CS Functional
Consultant
Activity
135
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
132FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
136 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
135FF CS Functional
Consultant
137 100%

Compensation
15d 07/13/23 08/02/23
138 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
139 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
140 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
141
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
142FS -5d CS Functional
Consultant
Deliverable
142
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
143 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
142SS CS Functional
Consultant
Deliverable
144
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
138, 139,
140
CS Functional
Consultant
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
145
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
142FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
146 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
145FF CS Functional
Consultant
147 100%

Talent
15d 07/13/23 08/02/23
148 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
149 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
150 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
151
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
152FS -5d CS Functional
Consultant
Deliverable
152
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
153 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
152SS CS Functional
Consultant
Deliverable
154
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
148, 149,
150
CS Functional
Consultant
Activity
155
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
152FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
156 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
155FF CS Functional
Consultant
157 100%

Recruiting
15d 07/13/23 08/02/23
158 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
159 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
160 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
161
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
162FS -5d CS Functional
Consultant
Deliverable
162
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
163 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
162SS CS Functional
Consultant
Deliverable
164
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
158, 159,
160
CS Functional
Consultant
Activity
165
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
162FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
166 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
165FF CS Functional
Consultant
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
167 100%

Payroll
15d 07/13/23 08/02/23
168 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
169 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
170 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
171
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
172FS -5d CS Functional
Consultant
Deliverable
172
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
173 100%
Prepare Workset Agenda/Calendar
and Attendees

15d
07/13/23 08/02/23
172SS CS Functional
Consultant
Deliverable
174
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
168, 169,
170
CS Functional
Consultant
Activity
175
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
172FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
176 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
175FF CS Functional
Consultant
177 100%

Financials
15d 07/13/23 08/02/23
178 100%

Financial Accounting
15d 07/13/23 08/02/23
179 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
180 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
181 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
182
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
183FS -5d CS Functional
Consultant
Deliverable
183
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
184 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
183SS CS Functional
Consultant
Deliverable
185
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
179, 180,
181
CS Functional
Consultant
Activity
186
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
183FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
187 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
186FF CS Functional
Consultant
188 100%

Budgets
15d 07/13/23 08/02/23
189 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
190 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
191 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
192
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
193FS -5d CS Functional
Consultant
Deliverable
193
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
194 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
193SS CS Functional
Consultant
Deliverable
195
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
189, 190,
191
CS Functional
Consultant
Activity
196
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
193FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
197 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
196FF CS Functional
Consultant
198 100%

Procurement
15d 07/13/23 08/02/23
199 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
200 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
201 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
202
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
203FS -5d CS Functional
Consultant
Deliverable
203
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
204 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
203SS CS Functional
Consultant
Deliverable
205
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
199, 200,
201
CS Functional
Consultant
Activity
206
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
203FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
207 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
206FF CS Functional
Consultant
208 100%

Grants & Endowments
15d 07/13/23 08/02/23
209 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
210 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
211 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
212
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
213FS -5d CS Functional
Consultant
Deliverable
213
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
214 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
213SS CS Functional
Consultant
Deliverable
215
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
209, 210,
211
CS Functional
Consultant
Activity
216
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
213FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
217 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
216FF CS Functional
Consultant
218 100%

Projects
15d 07/13/23 08/02/23
219 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
220 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
221 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
222
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
233FS -5d CS Functional
Consultant
Deliverable
223
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
224 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
233SS CS Functional
Consultant
Deliverable
225
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
219, 230,
231
CS Functional
Consultant
Activity
226
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
233FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
227 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
236FF CS Functional
Consultant
228 100%

Business Assets
15d 07/13/23 08/02/23
229 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
230 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
231 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
232
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
233FS -5d CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
233
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
234 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
233SS CS Functional
Consultant
Deliverable
235
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
239, 230,
231
CS Functional
Consultant
Activity
236
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
233FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
237 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
236FF CS Functional
Consultant
238 100%

Banking & Settlement
15d 07/13/23 08/02/23
239 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
240 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
241 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
242
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
243FS -5d CS Functional
Consultant
Deliverable
243
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
244 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
243SS CS Functional
Consultant
Deliverable
245
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
239, 240,
241
CS Functional
Consultant
Activity
246
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
243FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
247 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
246FF CS Functional
Consultant
248 100%

Supplier Accounts
15d 07/13/23 08/02/23
249 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
250 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
251 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
252
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
253FS -5d CS Functional
Consultant
Deliverable
253
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
254 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
253SS CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
255
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
249, 250,
251
CS Functional
Consultant
Activity
256
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
253FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
257 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
256FF CS Functional
Consultant
258 100%

Customer Accounts
15d 07/13/23 08/02/23
259 100%

Prepare Design Companion Guides

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
260 100%

Prepare Configuration Design
Workbooks

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
261 100%

Prepare Data Collection File Layouts

2d
07/13/23 07/14/23
CS Functional
Consultant
Deliverable
262
100%

Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM

1d
07/27/23 07/27/23
263FS -5d CS Functional
Consultant
Deliverable
263
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)

15d
07/13/23 08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
264 100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees

15d
07/13/23 08/02/23
263SS CS Functional
Consultant
Deliverable
265
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)

5d
07/17/23 07/21/23
259, 260,
261
CS Functional
Consultant
Activity
266
100%

Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site

8d
07/21/23 08/02/23
263FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
267 100%

Review Configuration Design
Workbooks provided from Customer

3d
07/28/23 08/02/23
266FF CS Functional
Consultant
268
100%

Integration Planning Preparation Tasks
(Reference Integration Tracker for Detailed
Progress)
64d 07/13/23 10/10/23
CS Integrations
Consultant
269 100%

Discovery
64d 07/13/23 10/10/23
270
100%

Schedule Introductory Meeting with
Customer

2d
07/13/23 07/14/23
CS Integrations
Consultant
Customer
Technical
Lead
Meeting
271 100%

Conduct Introductory Meeting with
Customer

2d
07/24/23 07/25/23
270FS
+5d
CS Integrations
Consultant
272 100%

Preparation for Integrations Architect
Planning meeting
12d 07/26/23 08/10/23
CS Integrations
Consultant
Activity
273 100%

Create Integrations Tracker

5d
07/26/23 08/01/23
271 CS Integrations
Consultant
Deliverable
274 100%

Create Integrations Discovery
Document

5d
07/26/23 08/01/23
271 CS Integrations
Consultant
Deliverable
275 100%

Create Design Standards and Best
Practices

5d
07/26/23 08/01/23
271 CS Integrations
Consultant
Activity
276 100%

Distribute standards and best
practices to the project team

1d
08/02/23 08/02/23
275 CS Integrations
Consultant
277 100%

Tailor Design Document for
Customer

5d
08/03/23 08/09/23
276 CS Integrations
Consultant
Deliverable
278 100%

Tailor Integrations Architect &
Configure Planning meeting

1d
08/10/23 08/10/23
277 CS Integrations
Consultant
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
279
100%
Conduct Integrations Architect &
Configure Planning meeting (Review
Integrations Inventory Scope/Discovery
Docs, Schedule Design Sessions,
Review design template, Discuss Best
Practice, etc…)

2d
07/13/23 07/14/23
CS Integrations
Consultant
Customer
Technical
Lead
Meeting
280
100%

Customer load sample integration
reports/vendor docs/requirement
specifications/sample files content to
sFTP (Not project site)

4d
09/29/23 10/04/23
70 Customer
Technical
Lead
Activity
281 100%

Requirements/sample files received from
Customer

4d
10/05/23 10/10/23
280 CS Integrations
Consultant
Deliverable
282 100%

Vendor Contact

5d
07/17/23 07/21/23
270 CS Integrations
Consultant
Activity
283 100%

Customer Required Training
10d 07/13/23 07/26/23 49
284
100%

Finalize Training Attendees

3d
07/14/23 07/18/23
57 Customer
Project
Manager
Activity
285 100%

Complete ODE: Staffing Model Overview

1d
07/19/23 07/19/23
284 Customer
Project Team
Activity
286 100%

Complete ODE: Understanding Profiles,
Positions, & Staffing

1d
07/19/23 07/19/23
284 Customer
Project Team
Activity
287 100%

Complete ODE: Business Process Overview

1d
07/19/23 07/19/23
284 Customer
Project Team
Activity
288 100%

Complete ODE: Configurable Security
Overview

1d
07/19/23 07/19/23
284 Customer
Project Team
Activity
289 100%

Fundamentals Training

10d
07/13/23 07/26/23
285FF Customer
Project Team
Activity
290 100%

Build Foundation Tenant

11.55d 07/13/23 07/28/23
291 100%

Grant Implementer Access to Empty
Foundation Tenant

0.25d
07/13/23 07/13/23
59FS -2d Workday Activity
292 100%

Build Plan for Foundation Tenant

1.5d 07/13/23 07/14/23
293 100%

Conduct Foundation Tenant Build Planning
Internal Meeting

0.25d
07/13/23 07/13/23
291 Workday Meeting
294 100%

Conduct Foundation Tenant Build Planning
Customer Meeting

0.25d
07/14/23 07/14/23
293FS
+1d
Workday Meeting
295 100%

Customer to gather/extract hire worker data
from legacy system

11.1d 07/13/23 07/28/23
60 296
100%
Customer to validate/correct pulled data

11d
07/13/23 07/28/23
Customer
Data
Conversion
Lead
Activity
297
100%
Customer to Submit data to sFTP site and
Inform CS

0.1d
07/28/23 07/28/23
296 Customer
Data
Conversion
Lead
Deliverable
298
100%
CS to Build Foundation Tenant (Pre-configured
CS Tenant/or customer configuration if
provided)

0.1d
07/28/23 07/28/23
297 Workday Activity
299
100%

Conduct Foundation Tenant Build Post-Mortem
using the Post-Mortem Build Review Meeting
Template

0.1d
07/28/23 07/28/23
298 Workday Meeting
300 100%

Architect & Configure Stage
105d 10/11/23 03/05/24 91
301 100%

Iterative Design/Configure
80d 10/11/23 01/30/24
302 100%

Workset A (5 weeks)
25d 10/11/23 11/14/23
303 100%

HCM/Absence/Payroll/Time Tracking
25d 10/11/23 11/14/23
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
304 100%
Data Load
10d 10/11/23 10/24/23
305 100%
Integration Wave
5d 10/25/23 10/31/23 304
306 100%
Reporting Wave
5d 11/01/23 11/07/23 305
307 100%
Workset A Playback
5d 11/08/23 11/14/23 306
308 100%

FIN
25d 10/11/23 11/14/23
309 100%
Data Load
10d 10/11/23 10/24/23
310 100%
Integration Wave
5d 10/25/23 10/31/23 309
311 100%
Reporting Wave
5d 11/01/23 11/07/23 310
312 100%
Workset A Playback
5d 11/08/23 11/14/23 311
313 100%

Workset B (5 weeks)
50d 10/11/23 12/19/23
314 100%

HCM/Absence/Payroll/Time Tracking
25d 11/15/23 12/19/23
315 100%
Data Load
10d 11/15/23 11/28/23 307
316 100%
Integration Wave
5d 11/29/23 12/05/23 315
317 100%
Reporting Wave
5d 12/06/23 12/12/23 316
318 100%
Workset B Playback
5d 12/13/23 12/19/23 317
319 100%

FIN
45d 10/11/23 12/12/23
320 100%
Data Load
10d 11/15/23 11/28/23 312
321 100%
Integration Wave
5d 11/29/23 12/05/23 320
322 100%
Reporting Wave
5d 12/06/23 12/12/23 321
323 100%
Workset B Playback
5d 10/11/23 10/17/23 323
324 100%

Workset C (6 weeks)
75d 10/18/23 01/30/24
325 100%

HCM/Absence/Payroll/Time Tracking
30d 12/20/23 01/30/24
330 100%

FIN
30d 10/18/23 11/28/23
331 100%
Data Load
10d 10/18/23 10/31/23 323
332 100%
Integration Wave
5d 11/01/23 11/07/23 331
333 100%
Reporting Wave
5d 11/08/23 11/14/23 332
334 100%
Workset C Playback
10d 11/15/23 11/28/23 333
335 100%

OC&T
1d 10/11/23 10/11/23 Meeting
336 100%

Architect & Configure Workshops - OC&T

1d
10/11/23 10/11/23
91 CS OC&T
Consultant
Customer
OC&T Lead
Meeting
337 100%

Schedule Internal Full Team Design Review
Meeting after Workset Playback Sessions

1d
11/29/23 11/29/23
334 CS Engagement
Manager
Meeting
338 100%

Document Design Requirements
50d 10/11/23 12/19/23
339 100%

Integrations Connectivity & Design
Requirements
50d 10/11/23 12/19/23
340
100%

Connectivity

50d
10/11/23 12/19/23
281,
301SS
CS Integrations
Consultant
Customer
Technical
Lead
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
341 100%

Design
48d 10/11/23 12/15/23
342 100%

Prepare Integrations Design Documents

5d
10/11/23 10/17/23
281,
340SS
CS Integrations
Consultant
Deliverable
343
100%
Conduct design sessions - Review
Integration Design Document With
Customer/Vendor

6w
10/18/23 11/28/23
342 CS Integrations
Consultant
Deliverable
344 100%

Document Integration Designs

5d
11/29/23 12/05/23
343 CS Integrations
Consultant
Deliverable
345 100%

Prepare Unit Test Strategy and
Scenarios

5d
11/29/23 12/05/23
343 CS Integrations
Consultant
Deliverable
346 100%

All questions to the vendor have been
answered

10d
11/29/23 12/12/23
343 CS Integrations
Consultant
Activity
347 100%

Internal QA review of Integration Design

3d
12/13/23 12/15/23
346 CS Integrations
Consultant
QA Checkpoint
348 100%

Deliver Design Documents to Customer

1d
12/13/23 12/13/23
346 CS Integrations
Consultant
Deliverable
349 100%

Integration Design signoff (stating ready
for build)

3d
12/13/23 12/15/23
346 CS Integrations
Consultant
Sign-Off
350 100%
Sign off received from Customer

1d
12/14/23 12/15/23
349FF CS Integrations
Consultant
Sign-Off
351 100%

Document Functional Design Requirements
20d 10/11/23 11/07/23
352 100%

HCM
20d 10/11/23 11/07/23
353 100%

Core HCM
20d 10/11/23 11/07/23
354 100%

Complete Requirements Documents

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
355 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
354SS CS Functional
Consultant
Deliverable
356
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
354SS CS Functional
Consultant
Customer
Project Team
Deliverable
357 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
356 CS Functional
Consultant
Customer
Project Team
Sign-Off
358 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
357 CS Functional
Consultant
359 100%

Benefits
20d 10/11/23 11/07/23
360 100%

Complete Requirements Document

5d
10/11/23 10/17/23
#REF CS Functional
Consultant
Deliverable
361 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
360SS CS Functional
Consultant
Deliverable
362
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
360SS CS Functional
Consultant
Customer
Project Team
Deliverable
363 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
362 CS Functional
Consultant
Customer
Project Team
Sign-Off
364 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
363 CS Functional
Consultant
365 100%

Absence
20d 10/11/23 11/07/23
366 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
367 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
366SS CS Functional
Consultant
Deliverable
368
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
366SS CS Functional
Consultant
Customer
Project Team
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
369 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
368 CS Functional
Consultant
Customer
Project Team
Sign-Off
370 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
369 CS Functional
Consultant
371 100%

Compensation
20d 10/11/23 11/07/23
372 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
373 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
372SS CS Functional
Consultant
Deliverable
374
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
372SS CS Functional
Consultant
Customer
Project Team
Deliverable
375 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
374 CS Functional
Consultant
Customer
Project Team
Sign-Off
376 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
375 CS Functional
Consultant
377 100%

Talent
20d 10/11/23 11/07/23
378 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
379 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
378SS CS Functional
Consultant
Deliverable
380
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
378SS CS Functional
Consultant
Customer
Project Team
Deliverable
381 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
380 CS Functional
Consultant
Customer
Project Team
Sign-Off
382 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
381 CS Functional
Consultant
383 100%

Recruiting
20d 10/11/23 11/07/23
384 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
385 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
384SS CS Functional
Consultant
Deliverable
386
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
384SS CS Functional
Consultant
Customer
Project Team
Deliverable
387 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
386 CS Functional
Consultant
Customer
Project Team
Sign-Off
388 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
387 CS Functional
Consultant
389 100%

Time Tracking
11d 10/11/23 10/25/23
390 100%

Complete Requirements Documents

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
391 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
390SS CS Functional
Consultant
Deliverable
392
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
390SS CS Functional
Consultant
Customer
Project Team
Deliverable
393 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

1d
10/18/23 10/18/23
392 CS Functional
Consultant
Customer
Project Team
Sign-Off
394 100%

Update configuration in Foundation
Tenant

5d
10/19/23 10/25/23
393 CS Functional
Consultant
395 100%

Payroll
20d 10/11/23 11/07/23
396 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
397 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
396SS CS Functional
Consultant
Deliverable
398
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
396SS CS Functional
Consultant
Customer
Project Team
Deliverable
399 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
398 CS Functional
Consultant
Customer
Project Team
Sign-Off
400 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
399 CS Functional
Consultant
401 100%

Data Conversion
2d 10/11/23 10/12/23
402
100%

Identify Data Conversion and
Validation Reports Needed

2d
10/11/23 10/12/23
CS Data
Conversion
Consultant
Customer
Data
Conversion
Lead
Activity
403 100%

Financials
20d 10/11/23 11/07/23
404 100%

Financial Accounting
20d 10/11/23 11/07/23
405 100%

Complete Requirements Documents

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
406 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
405SS CS Functional
Consultant
Deliverable
407
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
405SS CS Functional
Consultant
Customer
Project Team
Deliverable
408 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
407 CS Functional
Consultant
Customer
Project Team
Sign-Off
409 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
408 CS Functional
Consultant
410 100%

Budgets
20d 10/11/23 11/07/23
411 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
412 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
411SS CS Functional
Consultant
Deliverable
413
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
411SS CS Functional
Consultant
Customer
Project Team
Deliverable
414 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
413 CS Functional
Consultant
Customer
Project Team
Sign-Off
415 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
414 CS Functional
Consultant
416 100%

Procurement
20d 10/11/23 11/07/23
417 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
418 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
417SS CS Functional
Consultant
Deliverable
419
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
417SS CS Functional
Consultant
Customer
Project Team
Deliverable
420 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
419 CS Functional
Consultant
Customer
Project Team
Sign-Off
421 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
420 CS Functional
Consultant
422 100%

Grants
20d 10/11/23 11/07/23
423 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
424 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
423SS CS Functional
Consultant
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
425
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
423SS CS Functional
Consultant
Customer
Project Team
Deliverable
426 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
425 CS Functional
Consultant
Customer
Project Team
Sign-Off
427 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
426 CS Functional
Consultant
428 100%

Projects
20d 10/11/23 11/07/23
429 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
430 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
429SS CS Functional
Consultant
Deliverable
431
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
429SS CS Functional
Consultant
Customer
Project Team
Deliverable
432 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
431 CS Functional
Consultant
Customer
Project Team
Sign-Off
433 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
432 CS Functional
Consultant
434 100%

Business Assets
20d 10/11/23 11/07/23
435 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
436 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
435SS CS Functional
Consultant
Deliverable
437
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
435SS CS Functional
Consultant
Customer
Project Team
Deliverable
438 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
437 CS Functional
Consultant
Customer
Project Team
Sign-Off
439 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
438 CS Functional
Consultant
440 100%

Banking & Settlement
20d 10/11/23 11/07/23
441 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
442 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
441SS CS Functional
Consultant
Deliverable
443
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
441SS CS Functional
Consultant
Customer
Project Team
Deliverable
444 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
443 CS Functional
Consultant
Customer
Project Team
Sign-Off
445 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
444 CS Functional
Consultant
446 100%

Supplier Accounts
20d 10/11/23 11/07/23
447 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
448 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
447SS CS Functional
Consultant
Deliverable
449
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
447SS CS Functional
Consultant
Customer
Project Team
Deliverable
450 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
449 CS Functional
Consultant
Customer
Project Team
Sign-Off
451 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
450 CS Functional
Consultant
452 100%

Customer Accounts
20d 10/11/23 11/07/23
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
453 100%

Complete Requirements Document

5d
10/11/23 10/17/23
CS Functional
Consultant
Deliverable
454 100%

Prepare Draft Unit Test Log

2d
10/11/23 10/12/23
453SS CS Functional
Consultant
Deliverable
455
100%

Review Key Decision Tracker and
Requirements Document with
Customer

5d
10/11/23 10/17/23
453SS CS Functional
Consultant
Customer
Project Team
Deliverable
456 100%

Customer Signs Off Key Decision
Tracker and Requirements Document

10d
10/18/23 10/31/23
455 CS Functional
Consultant
Customer
Project Team
Sign-Off
457 100%

Update configuration in Foundation
Tenant

5d
11/01/23 11/07/23
456 CS Functional
Consultant
458 100%

Data Conversion
2d 10/11/23 10/12/23
459
100%

Identify Data Conversion and
Validation Reports Needed

2d
10/11/23 10/12/23
CS Data
Conversion
Consultant
Customer
Project Team
Activity
460 100%

Organizational Change & Training
8d 10/12/23 10/23/23
461 100%
Update Change Impact Assessment

5d
10/12/23 10/18/23
335 CS OC&T
Consultant
Activity
462
100%
Update initial stakeholder/sponsor
identification and assessments, as
appropriate

3d
10/12/23 10/16/23
335 CS OC&T
Consultant
Customer
OC&T Lead
Activity
463 100%
Develop initial Change Impact
Assessment readout

3d
10/19/23 10/23/23
461 CS OC&T
Consultant
Deliverable
464 100%
Draft customer-specific OC&T Strategy
and Timeline

3d
10/19/23 10/23/23
461 CS OC&T
Consultant
Deliverable
465 100%

Design Reports Needed
9d 11/08/23 11/20/23
466 100%

Review Workday Standard Reports and
Data Sources

2d
11/08/23 11/09/23
351 CS Functional
Consultant
Activity
467
100%

Develop List of Custom Reports Needed
(Customer to provide sample reports if
possible)

2d
11/10/23 11/13/23
466 CS Functional
Consultant
Customer
Reporting
Lead
Activity
468 100%

Review Customer Custom Report List and
Provide Input

2d
11/09/23 11/10/23
467FS -3d CS Functional
Consultant
Activity
469 100%

Develop Report Design Document

3d
11/13/23 11/15/23
468 CS Functional
Consultant
Deliverable
470
100%

Reports Design Signoff

5d
11/08/23 11/15/23
469FF CS Functional
Consultant
Customer
Reporting
Lead
Sign-Off
471
100%

Determine Reports Development approach
with CS Available Hours and Customer
team member

3d
11/16/23 11/20/23
470 CS Functional
Consultant
Customer
Reporting
Lead,
Customer
Project
Manager
Activity
472 100%

Assess Architect & Configure Stage Impacts
10d 11/14/23 11/28/23
473
100%

Assess and Review Requirements Impacts (if
any)

5d
11/15/23 11/21/23
334SS CS Engagement
Manager
Customer
Project
Manager
Activity
474
100%

Evaluate Deployment to Determine ECT/Grid
Qualification and Production Readiness Service
Level/Process (Refer to Community Link in
Notes)

5d
11/14/23 11/21/23
473FF CS Engagement
Manager
Customer
Project
Manager
Activity
475
100%

Prepare Change Orders Per Final
Requirements

5d
11/14/23 11/21/23
473FF CS Engagement
Manager
Customer
Project
Manager
Activity
476
100%

Customer Sign off on Change Orders -
Architect & Configure Stage

5d
11/22/23 11/28/23
475 CS Engagement
Manager
Customer
Project
Manager
Sign-Off
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
477
100%

Update Project Plan, Timeline, Tenant
Management Plan, and Financials Workbook
with Change Order Impact

5d
11/21/23 11/28/23
476FF CS Engagement
Manager
Customer
Project
Manager
Activity
478 100%

Finalize Testing Strategy
8d 10/11/23 10/20/23
479
100%

Provide sample Test Strategy Documentation
and Review with Customer Test Lead

0.5d
10/11/23 10/11/23
CS Engagement
Manager
Customer
Project
Manager,
Customer
Testing Lead
Deliverable
480 100%

Document Testing Strategy Key Decisions

3d
10/11/23 10/13/23
CS Engagement
Manager
Customer
Test Lead
Activity
481
100%

Prepare Draft Testing Timeline with Resources

5d
10/16/23 10/20/23
480 CS Engagement
Manager
Customer
Test Lead;
Customer
Project
Manager
Activity
482
100%

Customer Complete Test Strategy Documentation

5d
10/23/23 10/27/23
478 Customer
Project
Manager,
Customer
Testing Lead
Deliverable
483
100%

First Draft:Testing Timeline w/ Resources

2d
10/25/23 10/27/23
482FF Customer
Testing Lead;
Customer
Project
Manager
484 100%

Testing Tools Review (Part 1)

1.25d 10/23/23 10/24/23 478
485
100%

Review Cynergy™ Testing Tools: Test Log,
Issue Log & Testing Metrics, Change Request
Form, Variance Tracker

0.25d
10/23/23 10/23/23
CS Engagement
Manager
Customer
Testing Lead
486 100%

First Draft Updates: Test Log

1d
10/23/23 10/24/23
485 CS Engagement
Manager
Customer
Testing Lead
487 100%

Preparing for Test (Part 1)
75d 10/25/23 02/06/24
488 100%
Second Review: Test Strategy

5d
11/15/23 11/21/23
473SS CS Testing Lead Customer
Testing Lead
Activity
489 100%
Second Draft: Testing Timeline w/ Resources

1d
11/27/23 11/28/23
477FF CS Testing Lead Customer
Testing Lead
Activity
490 100%

Testing Tools Review (Part 2)
55d 11/21/23 02/06/24
491 100%

First Draft Updates: Issue Log

5d
11/21/23 11/28/23
477FF CS Testing Lead Customer
Testing Lead
Deliverable
492 100%

First Draft Updates: Change Request Form

5d
11/21/23 11/28/23
477FF CS Testing Lead Customer
Testing Lead
Deliverable
493 100%

Final Updates: Test Log

5d
01/31/24 02/06/24
301,
477FF
CS Testing Lead Customer
Testing Lead
Deliverable
494 100%

Prepare Test Scenarios (Smoke)
7d 10/25/23 11/02/23
495 100%

Develop & Document Test Scenarios
(Smoke)

5d
10/25/23 10/31/23
351FS -
10d
CS Testing Lead Deliverable
496 100%
Review Test Scenarios (Smoke)
1d 11/01/23 11/01/23 495 CS Leads Activity
497 100%
Provide Scenarios to Customer (Smoke)
1d 11/02/23 11/02/23 496 CS Testing Lead Deliverable
498 100%

Organizational Change & Training

5.5d 10/24/23 10/31/23
499 100%

Review first iteration of customer-specific
OC&T Strategy and Timeline

0.5d
10/24/23 10/24/23
464 CS OC&T
Consultant
Customer
OC&T Lead
Activity
500 100%
Revise & Finalize OC&T Strategy and Timeline

3d
10/24/23 10/27/23
499 CS OC&T
Consultant
Customer
OC&T Lead
Deliverable
501 100%
Review first Change Impact Assessment
readout with Customer

0.5d
10/24/23 10/24/23
463 CS OC&T
Consultant
Customer
OC&T Lead
Meeting
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
502
100%
Review first iteration of Communications Plan
with Customer

0.5d
10/27/23 10/27/23
499FS
+3d,
501FS
+3d

CS OC&T
Consultant
Customer
OC&T Lead
Meeting
503 100%
Review first iteration of Training Needs
Assessment with Customer

0.5d
10/27/23 10/27/23
501FS
+3d

CS OC&T
Consultant
Customer
OC&T Lead
Meeting
504
100%
Review first iteration of Change Champion
Network Plan with Customer

0.5d
10/30/23 10/30/23
499FS
+3d,
502SS
+1d

CS OC&T
Consultant
Customer
OC&T Lead
Meeting
505 100%

Start initial communications/teaser campaign,
as defined in Communications Plan

0.25d
10/30/23 10/30/23
502 CS OC&T
Consultant
Customer
OC&T Lead
Activity
506 100%

Work with Customer to define Production Dress
Rehearsal Strategy

5d
10/24/23 10/31/23
499 CS OC&T
Consultant
Customer
OC&T Lead
Activity
507
100%

Customer Sign Off on Initial OC&T
Documentation

0.25d
10/31/23 10/31/23
500FF,
501FF,
502FF,
503FF,
504FF,
506FF

CS OC&T
Consultant
Sign-Off
508 100%

Prepare for Data Conversion in Architect &
Configuration Tenant
11d 01/10/24 01/24/24
509
0%
Customer to Complete Data Conversion and
Data Validation Strategy Document

1d
01/10/24 01/10/24
301FS -3w CS Data
Conversion
Consultant
Customer
Project
Manager
Deliverable
510
0%

Develop Build Tracker for Tenant Build

5d
01/11/24 01/17/24
509 CS Data
Conversion
Consultant
511
0%

Determine Effective Date for Data Pull

1d
01/11/24 01/11/24
509 CS Data
Conversion
Consultant
Customer
Project
Manager
512 0%

Request Configuration Tenant

0.1d
01/11/24 01/11/24
301SS,
510SS
CS Engagement
Manager
513 0%

Grant Implementer Access to Configuration
Tenant

0.1d
01/12/24 01/12/24
512FS
+1d
CS Engagement
Manager
514 0%
Develop data pull scripts and test/clean
up/update for final pull

10d
01/11/24 01/24/24
511FS -1d Aimee Shyn,
Robert Bonini
515
0%

Schedule Daily Data Conversion Meetings

1d
01/18/24 01/18/24
510 CS Data
Conversion
Consultant
Aimee Shyn,
Robert Bonini
516
0%

Conduct Configuration Tenant Build Planning
Internal Meeting

0.25d
01/18/24 01/18/24
510 CS Data
Conversion
Consultant
Meeting
517
0%

Conduct Configuration Tenant Build Planning
Customer Meeting

0.25d
01/19/24 01/19/24
516FS
+1d
CS Data
Conversion
Consultant
Customer
Project
Manager
Meeting
518

Build Configuration Tenant
84d 10/11/23 02/05/24
519

Data Delivery & Conversion
84d 10/11/23 02/05/24
520 0%
Customer to gather/extract worker data from
legacy system

5d
01/24/24 01/30/24
508FS -1d Customer
Project Team
Activity
521 0%
Customer to validate/correct pulled data

4d
01/31/24 02/05/24
520 Customer
Project Team
Activity
522 0%
Customer to Submit data to sFTP site and
Inform CS

0.1d
02/05/24 02/05/24
521FF Customer
Project Team
Deliverable
523 0%
CS to Build Configuration Tenant

15d
10/11/23 10/31/23
CS Functional
Consultants
Deliverable
524
0%

Customer Performs Rolling Validation of
Transaction Data (Occurs During Daily Build
Meetings)

7d
10/16/23 10/24/23
523SS
+3d
Customer
Project Team
Activity
525 0%

Request Copy of Tenant for Validation
Activities

0.25d
10/30/23 10/30/23
523FS -2d CS Engagement
Manager
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
526 0%

Provide access to Configuration Tenant for
Customer Data Validation

0.25d
11/01/23 11/01/23
523, 525 CS Engagement
Manager
Activity
527 0%
Customer Completes Data Validation of
Configuration Tenant after Build is Complete

5d
11/01/23 11/07/23
526SS Customer
Project Team
Activity
528
0%

Document Issues from Build

13d
10/19/23 11/07/23
523SS,
527FF
CS Data
Conversion
Consultant
Customer
Project Team
Activity
529
0%

Conduct Configuration Tenant Build Post-
Mortem using the Post-Mortem Build
Review Meeting Template

0.25d
11/08/23 11/08/23
527, 528 CS Data
Conversion
Consultant
Meeting
530
0%

Customer Signs Off of Configuration Tenant
Build and Data Validation

0.1d
11/07/23 11/07/23
527FF Customer
Project
Manager
Sign-Off
531

WD Customer Success Touchpoint
3d 11/08/23 11/13/23
532
0%

Customer to watch 'Pillars of Success' video
series

3d
11/08/23 11/13/23 529
Customer
Project
Manager
533

WD DA Review Checkpoints
3d 12/13/23 12/15/23
534
0%
WD DA Checkpoint: Integration Design
Approach Review

3d
12/13/23 12/15/23
344FS
+1w
WD Delivery
Assurance, CS
Integrations
Consultant
DA Checkpoint
535
0%

WD DA Checkpoint: Foundation Data Model
Review

3d
12/13/23 12/15/23
404FS
+5w
WD Delivery
Assurance, CS
Financials Lead
DA Checkpoint
536
0%

WD DA Review: Time Tracking Architect
Review (performance testing regarding Large
Enterprise Time Tracking)

3d
12/13/23 12/15/23
404FS
+5w
WD Delivery
Assurance, CS
Time Tracking Lead
DA Checkpoint
537
0%

WD DA Preparation: Authentication Review -
customer to answer questions in the Scorecard

1d
12/13/23 12/13/23
404FS
+5w
CS Engagement
Manager
Customer
Project
Manager
538

Finalize Configuration Tenant Build

87.25d 10/11/23 02/09/24
539

HCM
5d 02/02/24 02/09/24
540

Core HCM
5d 02/02/24 02/09/24
541 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
542 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
541FF
CS Functional
Consultant
Activity
543 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
542FF CS Functional
Consultant
Sign-Off
544 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
541FF CS Functional
Consultant
Activity
545 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
544FF CS Functional
Consultant
Deliverable
546
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
541FF CS Functional QA
Leads
QA Checkpoint
547

Benefits
5d 02/02/24 02/09/24
548 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
549 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
548FF
CS Functional
Consultant
Activity
550 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
549FF CS Functional
Consultant
Sign-Off
551 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
548FF CS Functional
Consultant
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
552 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
551FF CS Functional
Consultant
Deliverable
553
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
548FF CS Functional QA
Leads
QA Checkpoint
554

Absence Management
5d 02/02/24 02/09/24
555 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
556 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
555FF
CS Functional
Consultant
Activity
557 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
556FF CS Functional
Consultant
Sign-Off
558 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
555FF CS Functional
Consultant
Activity
559 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
558FF CS Functional
Consultant
Deliverable
560
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
555FF CS Functional QA
Leads
QA Checkpoint
561

Compensation
5d 02/02/24 02/09/24
562 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
563 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
562FF
CS Functional
Consultant
Activity
564 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
563FF CS Functional
Consultant
Sign-Off
565 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
562FF CS Functional
Consultant
Activity
566 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
565FF CS Functional
Consultant
Deliverable
567
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
562FF CS Functional QA
Leads
QA Checkpoint
568

Talent
5d 02/02/24 02/09/24
569 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
570 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
569FF
CS Functional
Consultant
Activity
571 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
570FF CS Functional
Consultant
Sign-Off
572 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
569FF CS Functional
Consultant
Activity
573 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
572FF CS Functional
Consultant
Deliverable
574
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
569FF CS Functional QA
Leads
QA Checkpoint
575

Recruiting
5d 02/02/24 02/09/24
576 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
577 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
576FF
CS Functional
Consultant
Activity
578 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
577FF CS Functional
Consultant
Sign-Off
579 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
576FF CS Functional
Consultant
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
580 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
579FF CS Functional
Consultant
Deliverable
581
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
576FF CS Functional QA
Leads
QA Checkpoint
582

Time Tracking
5d 02/02/24 02/09/24
583 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
584 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
583FF
CS Functional
Consultant
Activity
585 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
584FF CS Functional
Consultant
Sign-Off
586 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
583FF CS Functional
Consultant
Activity
587 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
586FF CS Functional
Consultant
Deliverable
588
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
583FF CS Functional QA
Leads
QA Checkpoint
589

Payroll
5d 02/02/24 02/09/24
590 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
591 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
590FF
CS Functional
Consultant
Activity
592 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
591FF CS Functional
Consultant
Sign-Off
593 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
590FF CS Functional
Consultant
Activity
594 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
593FF CS Functional
Consultant
Deliverable
595
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
590FF CS Functional QA
Leads
QA Checkpoint
596

Integrations
5d 02/02/24 02/09/24
597 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Integrations
Consultant
Customer
Project Team
Activity
598 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
597FF
CS Integrations
Consultant
Activity
599 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
598FF CS Integrations
Consultant
Sign-Off
600 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
597FF CS Integrations
Consultant
Activity
601 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
600FF CS Integrations
Consultant
Deliverable
602
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
597FF CS Functional QA
Leads
QA Checkpoint
603

Conversion
5d 02/02/24 02/09/24
604
0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Data
Conversion
Consultant
Customer
Project Team
Activity
605 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
604FF
CS Integrations
Consultant
Activity
606 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
605FF CS Integrations
Consultant
Sign-Off
607 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
604FF CS Integrations
Consultant
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
608 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
607FF CS Integrations
Consultant
Deliverable
609
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
604FF CS Functional QA
Leads
QA Checkpoint
610

Financials

87.25d 10/11/23 02/09/24
611

Financial Accounting
5d 02/02/24 02/09/24
612 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
613 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
612FF
CS Functional
Consultant
Activity
614 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
613FF CS Functional
Consultant
Sign-Off
615 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
612FF CS Functional
Consultant
Activity
616 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
615FF CS Functional
Consultant
Deliverable
617
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
612FF CS Functional QA
Leads
QA Checkpoint
618

Budgets

87.25d 10/11/23 02/09/24
619 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
620 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
619FF
CS Functional
Consultant
Activity
621 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
620FF CS Functional
Consultant
Sign-Off
622 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
619FF CS Functional
Consultant
Activity
623 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
10/11/23 10/11/23
623FF CS Functional
Consultant
Deliverable
624
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
619FF CS Functional QA
Leads
QA Checkpoint
625

Procurement
5d 02/02/24 02/09/24
626 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
627 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
626FF
CS Functional
Consultant
Activity
628 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
627FF CS Functional
Consultant
Sign-Off
629 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
626FF CS Functional
Consultant
Activity
630 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
629FF CS Functional
Consultant
Deliverable
631
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
626FF CS Functional QA
Leads
QA Checkpoint
632

Grants
5d 02/02/24 02/09/24
633 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
634 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
633FF
CS Functional
Consultant
Activity
635 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
634FF CS Functional
Consultant
Sign-Off
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
636 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
633FF CS Functional
Consultant
Activity
637 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
636FF CS Functional
Consultant
Deliverable
638
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
633FF CS Functional QA
Leads
QA Checkpoint
639

Projects
5d 02/02/24 02/09/24
640 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
641 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
640FF
CS Functional
Consultant
Activity
642 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
641FF CS Functional
Consultant
Sign-Off
643 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
640FF CS Functional
Consultant
Activity
644 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
643FF CS Functional
Consultant
Deliverable
645
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
640FF CS Functional QA
Leads
QA Checkpoint
646

Business Assets
5d 02/02/24 02/09/24
647 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
648 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
647FF
CS Functional
Consultant
Activity
649 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
648FF CS Functional
Consultant
Sign-Off
650 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
647FF CS Functional
Consultant
Activity
651 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
650FF CS Functional
Consultant
Deliverable
652
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
647FF CS Functional QA
Leads
QA Checkpoint
653

Banking & Settlement
5d 02/02/24 02/09/24
654 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
655 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
654FF
CS Functional
Consultant
Activity
656 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
655FF CS Functional
Consultant
Sign-Off
657 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
654FF CS Functional
Consultant
Activity
658 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
657FF CS Functional
Consultant
Deliverable
659
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
654FF CS Functional QA
Leads
QA Checkpoint
660

Supplier Accounts
5d 02/02/24 02/09/24
661 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
662 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
661FF
CS Functional
Consultant
Activity
663 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
662FF CS Functional
Consultant
Sign-Off
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
664 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
661FF CS Functional
Consultant
Activity
665 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
664FF CS Functional
Consultant
Deliverable
666
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
661FF CS Functional QA
Leads
QA Checkpoint
667

Customer Accounts
5d 02/02/24 02/09/24
668 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Functional
Consultant
Customer
Project Team
Activity
669 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
668FF
CS Functional
Consultant
Activity
670 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
669FF CS Functional
Consultant
Sign-Off
671 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
668FF CS Functional
Consultant
Activity
672 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
671FF CS Functional
Consultant
Deliverable
673
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
668FF CS Functional QA
Leads
QA Checkpoint
674

Integrations
5d 02/02/24 02/09/24
675 0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Integrations
Consultant
Customer
Project Team
Activity
676 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
675FF
CS Integrations
Consultant
Activity
677 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
676FF CS Integrations
Consultant
Sign-Off
678 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
675FF CS Integrations
Consultant
Activity
679 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
678FF CS Integrations
Consultant
Deliverable
680
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
675FF CS Functional QA
Leads
QA Checkpoint
681

Conversion
5d 02/02/24 02/09/24
682
0%

Complete configuration based on
requirements

2d
02/07/24 02/09/24
1089 CS Data
Conversion
Consultant
Customer
Project Team
Activity
683 0%
Conduct Design Unit Test

5d
02/02/24 02/09/24
523,
682FF
CS Integrations
Consultant
Activity
684 0%

Sign off on Design Unit Test

0.1d
02/09/24 02/09/24
683FF CS Integrations
Consultant
Sign-Off
685 0%

Finalize Unit Test Documentation

5d
02/02/24 02/09/24
682FF CS Integrations
Consultant
Activity
686 0%

Update Unit Test Log in Smartsheet and
Communicate

0.25d
02/08/24 02/09/24
685FF CS Integrations
Consultant
Deliverable
687
0%

Internal DA Review of Configuration
Tenant for Each applicable Functional
Area

1d
02/08/24 02/09/24
682FF CS Functional QA
Leads
QA Checkpoint
688

Initiate Customer Knowledge Transfer

87.25d 10/11/23 02/09/24
689
0%

Create Knowledge Transfer Schedule

1d
10/11/23 10/11/23
538SS CS Engagement
Manager
Customer
Project
Manager
Activity
690
0%

Begin Functional Knowledge Transfer during
Configuration Tenant Unit Testing

5d
02/02/24 02/09/24
538FF CS Functional
Leads
Customer
Functional
Leads
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
691

Integrations Build & Unit Test
95d 10/25/23 03/05/24
692

HCM
95d 10/25/23 03/05/24
693 0%
Build the integrations (coding/Configuration)
in Configuration Tenant

35d
01/08/24 02/23/24
350FS
+3w
CS Integrations
Consultant
Activity
694 0%

Schedule DA Integration Build Review

0.1d
02/21/24 02/21/24
693FS -3d CS Integrations
Consultant
Activity
695
0%

Internal QA Review of Integrations

10d
02/21/24 03/05/24
693FS -3d CS Integrations
Consultant, CS QA
Lead
QA Checkpoint
696
0%
Unit Test Integrations

5d
02/26/24 03/01/24
693 CS Integrations
Consultant
Customer
Technical
Lead
Activity
697

Develop Integration Operations Guide(s)
(per integration)
95d 10/25/23 03/05/24
698
0%

Customer Preview Operations Guide(s)

5d
02/26/24 03/01/24
693 Customer
Technical
Lead
Activity
699
0%

Integration Developer review Operations
Guide(s) with customer in preparation for
Test Stage (Initial Knowledge Transfer
for Integrations)

2d
03/04/24 03/05/24
698 CS Integrations
Consultant
Customer
Technical
Lead
Activity
700
0%

Validate Functional Test Plan includes
Integration Scenarios

5d
10/25/23 10/31/23
929SS
+10d
CS Integrations
Consultant
Customer
Technical
Lead
Activity
701
0%

Timelines and Expectations for E2E and
Parallel Testing have been
Communicated to Vendors

15d
11/01/23 11/21/23
700 CS Integrations
Consultant
Customer
Technical
Lead
Activity
702

Financials
42d 01/08/24 03/05/24
703 0%
Build the integrations (coding/Configuration)
in Configuration Tenant

35d
01/08/24 02/23/24
350FS
+3w
CS Integrations
Consultant
Activity
704 0%

Schedule DA Integration Build Review

0.1d
02/21/24 02/21/24
703FS -3d CS Integrations
Consultant
Activity
705
0%

Internal QA Review of Integrations

10d
02/21/24 03/05/24
703FS -3d CS Integrations
Consultant, CS QA
Lead
QA Checkpoint
706
0%
Unit Test Integrations

5d
02/26/24 03/01/24
703 CS Integrations
Consultant
Customer
Technical
Lead
Activity
707

Develop Integration Operations Guide(s) (per
integration)
95d 10/25/23 03/05/24
708
0%

Customer Preview Operations Guide(s)

5d
02/26/24 03/01/24
703 Customer
Technical
Lead
Activity
709
0%

Integration Developer review Operations
Guide(s) with customer in preparation for
Test Stage (Initial Knowledge Transfer for
Integrations)

2d
03/04/24 03/05/24
708 CS Integrations
Consultant
Customer
Technical
Lead
Activity
710
0%

Validate Functional Test Plan includes
Integration Scenarios

5d
10/25/23 10/31/23
929SS
+10d
CS Integrations
Consultant
Customer
Technical
Lead
Activity
711
0%

Timelines and Expectations for E2E and
Parallel Testing have been Communicated
to Vendors

15d
11/01/23 11/21/23
710 CS Integrations
Consultant
Customer
Technical
Lead
Activity
712

Customer Confirmation Session Preparation
15d 01/12/24 02/02/24
713 0%

Finalize Customer Confirmation Session
Agenda

5d
01/12/24 01/19/24
538FF -3w CS Functional
Leads
Deliverable
714
0%

Schedule Customer Confirmation Sessions

5d
01/19/24 01/26/24
713 CS Engagement
Manager
Customer
Project
Manager
Activity
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
715
0%

Prepare/Review/Rehearse Customer
Confirmation Session Presentations

5d
01/26/24 02/02/24
714 CS Functional
Leads
Customer
Functional
Leads
716

Conduct Customer Confirmation Sessions

19.5d 10/11/23 11/07/23
717

HCM
19d 10/11/23 11/06/23 Meeting
718 0%

Customer Confirmation Sessions - Core
HCM

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
719 0%

Customer Confirmation Sessions - Benefits

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
720 0%

Customer Confirmation Sessions - Absence
Management

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
721 0%

Customer Confirmation Sessions -
Compensation

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
722 0%

Customer Confirmation Sessions - Talent

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
723 0%

Customer Confirmation Sessions -
Recruiting

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
724 0%

Customer Confirmation Sessions - Time
Tracking

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
725 0%

Customer Confirmation Sessions - Payroll

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
726
0%

Customer Confirmation Sessions -
Conversion

19d
10/11/23 11/06/23
16 CS Data
Conversion
Consultant
Customer
Project Team
Meeting
727

Financials
19d 10/11/23 11/06/23 Meeting
728 0%

Customer Confirmation Sessions - Financial
Accounting

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
729 0%

Customer Confirmation Sessions - Budgets

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
730 0%

Customer Confirmation Sessions -
Procurement

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
731 0%

Customer Confirmation Sessions - Grants

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
732 0%

Customer Confirmation Sessions - Projects

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
733 0%

Customer Confirmation Sessions - Business
Assets

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
734 0%

Customer Confirmation Sessions - Banking
and Settlement

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
735 0%

Customer Confirmation Sessions - Supplier
Accounts

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
736 0%

Customer Confirmation Sessions -
Customer Accounts

19d
10/11/23 11/06/23
16 CS Functional
Consultant
Customer
Project Team
Meeting
737
0%

Customer Confirmation Sessions -
Conversion

19d
10/11/23 11/06/23
16 CS Data
Conversion
Consultant
Customer
Project Team
Meeting
738

OC&T

0.5d 11/07/23 11/07/23 727SS Meeting
739 0%

Deliver OC&T Strategy Readout Session

0.5d
11/07/23 11/07/23
727 CS OC&T
Consultant
Customer
OC&T Lead
Meeting
740

Update Design Documentation & Tenant from
Customer Confirmation Session, Customer Sign Off -
Configure & Customer Confirmation Session Unit Test
10d 11/06/23 11/20/23
741 0%

Schedule CS Internal Full Team Design Review
Meeting Post Customer Confirmation Sessions

1d
11/07/23 11/08/23
716 CS Engagement
Manager
Meeting
742

HCM
10d 11/06/23 11/20/23
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
743

Core HCM
10d 11/06/23 11/20/23
744
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
718 CS Functional
Consultant
Customer
Project Team
Activity
745
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
744FF CS Functional
Consultant
Customer
Project Team
Activity
746
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
744FF CS Functional
Consultant
Customer
Project Team
Activity
747
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
746FF CS Functional
Consultant
Customer
Project Team
748 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
747FF CS Functional
Consultant
Customer
Project Team
749
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
748FF CS Functional
Consultant
Customer
Project Team
Deliverable
750
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
749FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
751

Benefits
10d 11/06/23 11/20/23
752
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
719 CS Functional
Consultant
Customer
Project Team
Activity
753
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
752FF CS Functional
Consultant
Customer
Project Team
Activity
754
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
752FF CS Functional
Consultant
Customer
Project Team
Activity
755
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
754FF CS Functional
Consultant
Customer
Project Team
756 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
755FF CS Functional
Consultant
Customer
Project Team
757
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
756FF CS Functional
Consultant
Customer
Project Team
Deliverable
758
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
757FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
759

Absence Management
10d 11/06/23 11/20/23
760
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
720 CS Functional
Consultant
Customer
Project Team
Activity
761
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
760FF CS Functional
Consultant
Customer
Project Team
Activity
762
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
760FF CS Functional
Consultant
Customer
Project Team
Activity
763
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
762FF CS Functional
Consultant
Customer
Project Team
764 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
763FF CS Functional
Consultant
Customer
Project Team
765
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
764FF CS Functional
Consultant
Customer
Project Team
Deliverable
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
766
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
765FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
767

Compensation
10d 11/06/23 11/20/23
768
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
721 CS Functional
Consultant
Customer
Project Team
Activity
769
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
768FF CS Functional
Consultant
Customer
Project Team
Activity
770
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
768FF CS Functional
Consultant
Customer
Project Team
Activity
771
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
770FF CS Functional
Consultant
Customer
Project Team
772 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
771FF CS Functional
Consultant
Customer
Project Team
773
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
772FF CS Functional
Consultant
Customer
Project Team
Deliverable
774
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
773FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
775

Talent
10d 11/06/23 11/20/23
776
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
723 CS Functional
Consultant
Customer
Project Team
Activity
777
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
776FF CS Functional
Consultant
Customer
Project Team
Activity
778
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
776FF CS Functional
Consultant
Customer
Project Team
Activity
779
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
778FF CS Functional
Consultant
Customer
Project Team
780 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
779FF CS Functional
Consultant
Customer
Project Team
781
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
780FF CS Functional
Consultant
Customer
Project Team
Deliverable
782
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
781FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
783

Recruiting
10d 11/06/23 11/20/23
784
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
723 CS Functional
Consultant
Customer
Project Team
Activity
785
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
784FF CS Functional
Consultant
Customer
Project Team
Activity
786
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
784FF CS Functional
Consultant
Customer
Project Team
Activity
787
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
786FF CS Functional
Consultant
Customer
Project Team
788 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
787FF CS Functional
Consultant
Customer
Project Team
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
789
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
788FF CS Functional
Consultant
Customer
Project Team
Deliverable
790
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
789FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
791

Time Tracking
10d 11/06/23 11/20/23
792
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
724 CS Functional
Consultant
Customer
Project Team
Activity
793
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
792FF CS Functional
Consultant
Customer
Project Team
Activity
794
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
792FF CS Functional
Consultant
Customer
Project Team
Activity
795
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
794FF CS Functional
Consultant
Customer
Project Team
796 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
795FF CS Functional
Consultant
Customer
Project Team
797
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
796FF CS Functional
Consultant
Customer
Project Team
Deliverable
798
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
797FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
799

Payroll
10d 11/06/23 11/20/23
800
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
725 CS Functional
Consultant
Customer
Project Team
Activity
801
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
800FF CS Functional
Consultant
Customer
Project Team
Activity
802
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
801FF CS Functional
Consultant
Customer
Project Team
803 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
802FF CS Functional
Consultant
Customer
Project Team
804
0%

Post Updated Unit Test Log and
Requirements Document to Project Site
and Communicate

1d
11/17/23 11/20/23
803FF CS Functional
Consultant
Customer
Project Team
Deliverable
805
0%

Design Sign Off - Customer sign off on
updated Requirements Documentation
for End to End Tenant Build

0.1d
11/20/23 11/20/23
804FF CS Engagement
Manager
Customer
Project
Manager
Sign-Off
806

Conversion
10d 11/06/23 11/20/23
807
0%

Document Refinements & Update
Requirements Documentation from
Customer Confirmation Sessions

10d
11/07/23 11/20/23
726 CS Data
Conversion
Consultant
Customer
Project Team
Activity
808
0%

CS Complete Configuration in
Configuration Tenant Based on
Requirements

10d
11/06/23 11/20/23
807FF CS Integrations
Consultant
Customer
Project Team
Activity
809
0%

Refine Unit Test Documentation as a
Result of Customer Confirmation
Sessions

10d
11/06/23 11/20/23
807FF CS Integrations
Consultant
Customer
Project Team
Activity
810
0%

Conduct Unit Testing on updated
configuration based on Customer
Confirmation Sessions

0.1d
11/20/23 11/20/23
809FF CS Integrations
Consultant
Customer
Project Team
811 0%

Sign off on Updated Configuration
Tenant Unit Testing

0.1d
11/20/23 11/20/23
810FF CS Integrations
Consultant
Customer
Project Team
%
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on Start Date End Date Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
812
0%