Workday Runs Your People & Finance. Everything Else Stays Disconnected.
Workday is the enterprise AI platform for managing people, money and agents. But CRM, IT service management, identity, learning, benefits administration and operational systems remain disconnected from Workday data, forcing teams to rely on manual exports, CSV uploads, custom API scripts and delayed processes that introduce errors, compliance gaps and slow time-to-productivity for every employee lifecycle event.
HR Operations & People Teams - Faster Lifecycle Execution
Automate end-to-end employee onboarding, offboarding, transfers and lifecycle events across Workday, ServiceNow, Active Directory, Okta and downstream IT systems without manual handoffs or ticket queues.
Eliminate days of manual provisioning by triggering IT access, equipment orders, benefits enrollment and training assignments the moment a Workday hire event fires.
Transform Workday workforce data into automated cross-system actions that reduce time-to-productivity from weeks to hours for every new hire.
Architects & IT - Governed Integration at Scale
Connect Workday HCM, Financials and Adaptive Planning to enterprise systems without building brittle custom middleware, Workday Studio integrations or point-to-point EIB connectors that require ongoing developer maintenance.
Govern every data flow with full audit trails, role-based access controls, field-level lineage and compliance validation across regulated industries including healthcare, financial services and government.
Scale from a single Salesforce connector to enterprise-wide Workday orchestration using the same no-code visual designer with zero infrastructure overhead.
Finance & Business Leadership - Prove Workday ROI
Prove Workday platform ROI by activating HR and finance data in every operational system within 45 days. Our approach focuses on delivering measurable outcomes that empower teams across all levels:
- - Reduce employee onboarding time by 65% by connecting Workday hire events to automated IT provisioning, benefits enrollment and training workflows
- - Eliminate 900+ hours of annual manual data reconciliation between Workday Financials, ERP and reporting systems
- - Achieve 5-8x return on Workday platform investment within the first year with enterprise-grade lifecycle automation
Automated Employee Onboarding Across IT, Benefits & Operations
Scenario: A 10,000+ employee enterprise uses Workday HCM for workforce management and ServiceNow for IT service management. Each new hire triggers 8-12 manual tasks across Active Directory, Okta, equipment ordering, benefits enrollment and training systems. IT provisioning averages 5-7 business days. Errors in role-based access and equipment allocation delay productivity and create compliance exposure.
Solution: Put It Forward detects Workday hire, transfer and termination events in real time and orchestrates downstream actions across ServiceNow, Active Directory, Okta, SAP and learning platforms. Role-based provisioning rules auto-assign applications, security groups, equipment and training based on job profile, department and location from Workday. Offboarding reverses all access within minutes of the Workday termination event.
Results: New hire time-to-productivity drops from 5-7 days to under 4 hours. IT provisioning errors decrease 90% with automated role-based access assignment. Manual onboarding tasks eliminated for HR and IT teams, freeing 30+ hours per week. Offboarding compliance gaps closed with automated same-day access revocation across all connected systems.
Workday Financial Close & Reporting Automation Across ERP Systems
Scenario: A multi-entity organization runs Workday Financials alongside SAP, Oracle and NetSuite for subsidiary or regional operations. Monthly close requires manual data exports from Workday, reconciliation spreadsheets, journal entry uploads and cross-system validation. The process takes 8-12 days per close cycle and produces frequent errors that require additional audit remediation cycles.
Solution: Put It Forward syncs Workday financial data including journal entries, cost centers, revenue recognition and budget actuals with downstream ERP, reporting and consolidation systems in real time. Automated reconciliation workflows validate cross-system balances, flag discrepancies and route exceptions to finance teams. Audit evidence is collected and timestamped automatically across every data flow.
Results: Financial close cycle compresses from 8-12 days to 5-7 days. Manual reconciliation labor reduced by 900+ hours annually. Cross-system data discrepancies decrease 85% with automated validation. Audit readiness improves with complete, timestamped lineage across every financial data flow between Workday and connected systems.
Illuminate Agent Intelligence Orchestrated Across Enterprise Systems
Scenario: An enterprise deploys Workday Illuminate agents for performance reviews, workforce planning, financial close and employee sentiment analysis. Agent outputs including staffing recommendations, anomaly flags, close automation actions and sentiment alerts remain within the Workday platform. HR, finance and IT teams in Salesforce, ServiceNow and SAP cannot act on Illuminate intelligence without manual re-entry or custom integrations.
Solution: Put It Forward connects Workday Illuminate agent outputs to downstream business systems through governed orchestration workflows. Staffing recommendations update workforce plans in SAP. Financial close actions sync to consolidation and reporting tools. Sentiment alerts trigger retention workflows in CRM. Performance recommendations route to manager dashboards. Every agent action is logged with full lineage and compliance tracking.
Results: Illuminate agent recommendations reach operational teams in minutes instead of days. Financial close automation extends beyond Workday into multi-ERP environments. Workforce planning accuracy improves with real-time Illuminate intelligence activated in SAP and planning tools. Full audit trail satisfies governance requirements for AI-driven HR and finance decisions across regulated industries.
Triggers, actions and objects spanning Workday HCM, Financials & Adaptive Planning orchestrated through Put It Forward's no-code integration designer
- Lifecycle event activation: Detect Workday hire, transfer, promotion, termination and leave events in real time and trigger automated provisioning, deprovisioning and notification workflows across IT, benefits, training and operations systems
- Financial data orchestration: Sync Workday journal entries, cost centers, budget actuals, revenue recognition and procurement data with downstream ERP, consolidation and reporting systems with automated reconciliation and exception handling
- AI-powered field mapping: Map Workday worker objects, custom fields, organization hierarchies and financial dimensions to target system schemas with 95%+ auto-match accuracy across 340+ enterprise connectors
- Illuminate agent triggers: Automatically initiate multi-step business processes when Workday Illuminate agents generate workforce recommendations, financial anomalies, sentiment alerts or close automation actions
- Governance & compliance: Enforce role-based access, validate GDPR, CCPA and SOX compliance before Workday data flows downstream, track full field-level lineage and maintain SOC 2 and ISO 27001 standards across every integration
How Workday people and finance intelligence flows through your enterprise systems with Put It Forward orchestration
- No-Code Multi-Step Workflows - Design complex Workday-to-enterprise workflows visually without Workday Studio, EIBs, custom middleware or API scripting
- Process Orchestration Across Teams - Route Workday HCM, Financials and Planning data to IT, sales, operations, compliance and reporting systems with conditional logic and role-based access
- Integrated Reporting & Analytics - Monitor every data flow between Workday and connected systems with real-time dashboards, error tracking, SLA compliance and sync health metrics
- Agent-Based Workflow Integration into Workday - Connect Illuminate agent outputs and Data Cloud insights to governed cross-system actions, automated decision workflows and operational triggers
- Scalable AI-Powered Enhancements - Add new systems, workflows and analytics in 1-2 days using the same no-code designer as your Workday environment scales across modules and regions
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
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