The kinds of problems we solve.

A growing healthcare organization was running finance on an aging ERP with heavy manual work: spreadsheet-based reconciliations, slow closes, and reporting that required IT tickets.

Led financial workstream design and configuration across FDM, Record to Report, Banking & Settlement, and Reporting — partnering with the client's accounting team so the chart of accounts and worktags reflected how they actually report.

The team went live on schedule with a foundation data model built for their reporting needs, a faster close process, and finance staff able to build their own reports.

An agency live on core financials wanted to expand into Budgets and Projects, but couldn't absorb a big-bang change alongside its fiscal-year obligations.

Designed a phased roadmap that sequenced deployments around the budget cycle, configured each module, and ran structured knowledge transfer so internal staff could own the system between phases.

Each phase landed without disrupting operations, and the agency's team was self-sufficient on the new functionality before the next phase began.

Years after a rushed go-live, the organization's worktag structure no longer matched its programs, grant reporting was manual, and users had lost trust in the numbers.

Ran a full current-state analysis, redesigned the foundation data model and accounting structure around program and grant reporting, and rebuilt key reports in Workday.

Grant and program reporting came straight out of the system, month-end manual work dropped substantially, and finance regained confidence in its own data.

After go-live, the internal team was underwater: a backlog of configuration fixes, unanswered user questions, and no bandwidth to adopt new Workday releases.

Provided ongoing production support — clearing the backlog, resolving issues at the root rather than patching, and coaching the internal admin team on each Workday release.

The backlog cleared, recurring issues stopped recurring, and the internal team took over day-to-day administration with confidence.