Finance and Compliance Committee F-4 September 20-21, 2018 Page 1 of 1

INFORMATION ITEM #4 Finance and Human Resource Modernization Initiative

(Stacy Pearson/Matt Skinner) TO ALL MEMBERS OF THE BOARD OF REGENTS SUBJECT: Modernization Initiative: Overview of WSU’s Workday

Implementation Approach SUBMITTED BY: Stacy Pearson, Vice President, Finance & Administration BACKGROUND INFORMATION: See attached PowerPoint Presentation.

O N E U N I V E R S I T YSeptember 2018

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AGENDA

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Brief Introductions & Qualifications of Deloitte / Workday

Project Approach and Timeline

WSU Stakeholder and SME Engagement

Project Governance

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CLOUD LEADERSHIP IN HIGHER EDUCATION

4Workday Confidential

One unified system for Finance, HCM, and

Student

Designed for engagement

Configurable to support changing needs

Built-in, actionable analytics

APPLICATIONS THAT DRIVE INSTITUTIONAL IMPACT

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GLOBAL FIRM, LOCAL FEEL

US $38.8B 263,900 150+ 60 900 80+

Revenue Headcount Countries and Territories

Current Deloitte professionals

graduated from WSU

Washington-based

professionals

Deloitte staff focused on serving

State of Washington

projects

WORLDWIDE – DTTL ORGANIZATION

A globally connected network of 47 member firms in more than 150 countries and territories

Largest professional services firm in the world (based on global

revenues and headcount)

Serving 80 percent of the world’s largest organizations and

the most prestigious higher education institutions

1,167+

Workday certified practitioners

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ENSURE• Largest Workday HCM /

Payroll Cloud implementation in Higher Education

• More full lifecycle Workday projects than any partner in the Workday ecosystem

EMBRACE• Implemented Workday

Financials, for Workday

• Only partner currently approved to prime Workday Planning, Learning and Student

• 1st “Financials First” implementation of Workday in any industry

ENCOURAGE• 1st Higher Ed single

deployment go-live of Workday HCM-Payroll and Financials

• Strong Workday/Deloitte, CEO-to-CEO relationship based on a 16-year relationship

• Multi-year Titanium Workday Partner

T H E D E L O I T T E

DIFFERENCE

END result… = Success+

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ERP IMPLEMENTATION JOURNEY MAP

PLANCONFIGURE & PROTOTYPE

TEST

Project kick-off

Review of crit ical business processes

Review of COA/f inancial report ing structure

Init iate WSU stakeholder

adopt ion through socializat ion plan

Analysis and decision making enabled in design

Conf idence in WSU

implementat ion strategy and plan

University-wide foundat ional design

Future-state impact on campus community

comes to life

Software conf igurat ion

Successful test ing of University

administrat ive processing

Administrator t raining and knowledge

transfer

Conf idence gained from test ing

WSU embraces new experience

DELOITTE

WSU

ARCHITECT DEPLOY

WORKDAY CHECKPOIN T

WORKDAY CHECKPOIN T

PRE-PLAN NING, PLAN , ARCHITECT CON FIGURE AN D PROTOTYPE, TEST DEPLOY, SUPPORT

PRE-PLANNING

End user trainingTransit ion supportDocumentat ion

Ensure cont inuity of universit y operat ions

Embrace modern, scalable and standardized processes to support growth

End cost ly inefficient and ineffect ive processes

Encourage data-enabled decision making and budget management

WSU’s Journey to the E4

Organizat ional change management and communicat ions

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PROJECT APPROACH

2018 2019 2020

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Sept

Oct

Nov De

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Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

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Nov De

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Jan

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Mar

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May

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Pre-Planning

ArchitectPlan

Discovery & PreparationDesign

Prototype 1(Convert & Build)

Prototype 2(Convert & Build) System Integration

Testing (SIT)

Payroll ParallelUAT

DeploySupport

Data Conversion

Integrations (Design, Development, and Testing – Workday and Legacy Systems)

Change Management, Communications and Training

Project Kick-Off

Business Process Design Sign-off

Go-Live July 1, 2020

Update 32 Update 33 Update 34

Pre-Planning

IMAGINE DELIVER RUN

Plan Architect Configure and Prototype Test Deploy Support

Project Work Plan

Business Process and Configuration Workbooks

Interfaces End User Training

Materials

Service Desk and Support

Strategy

Final Engagement

Report

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Each stakeholder has a clear role in the governance and decision-making process; outstanding decisions and/or issues will be escalated to the appropriate role listed below for resolution.

PROGRAM GOVERNANCE: ROLES & DECISION RIGHTS

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CHANGE MANAGEMENT FRAMEWORK

ES S EN TIAL ELEMEN TS

DEFINE PURPOSEDefine the business future and create the conditions for leader-led change

DESIGN FOR IMPACTCreate a change roadmap with targeted interventions per community segment

DEVELOP CAPABILITYDefine a learning framework to build capability for the future skillsets

DRIVE THROUGH PERFORMANCEConduct workforce transition to prepare communities for new ways of working

Deloitte’s change framework fosters Workday adoption

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FOSTERING STAKEHOLDER ADOPTION OVER TIME

AWARENESSGeneral knowledge of program goals and efforts

UNDERSTANDINGHigh-level understanding of program implications and changes

SUPPORT & BUY-INIndividuals are receptive to working with and implementing changes

COMMITMENTIndividuals are actively involved in and contribute to project goals and efforts

OWNERSHIPIndividuals acknowledge that they own project efforts and create innovate ways to support them

Adop

tion

Time

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HLO

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The ultimate goal of our change management approach is to foster the right level of adoption among affected stakeholders groups at the right time

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QUESTION AND ANSWER

Deloitte | WSU ERP Orals Presentation