Orange Mountain Systems Management, Inc.

Orange Mountain Systems Management, Inc.Orange Mountain Systems Management, Inc.Orange Mountain Systems Management, Inc.

Orange Mountain Systems Management, Inc.

Orange Mountain Systems Management, Inc.Orange Mountain Systems Management, Inc.Orange Mountain Systems Management, Inc.
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FINRA

Workday HCM Implementation

  Challenge:

  • PeopleSoft HCM – not up to date with applying PUMs
  • Inefficient integration
  • Lack of management reporting and analytics
  • Minimal workflows and lack of streamlined business processes

 Results:

  • Full implementation of Workday HR – Absence Management,      Benefits, Compensation, Advanced Compensation, Core HR, Onboarding, Talent and Performance Management, Succession, Payroll, 76 integrations
  • Real-time efficient integrations
  • Improved reporting and analytics with Dashboards
  • Out of the box configured streamlined business processes
  • Automated processes with Workflows (elimination of manual processes) 


Led all phases of the Workday 29 HR implementation – Plan, Architect, Test, Deploy, and Support. Functions included Absence Management, Benefits, Compensation, Advanced Compensation, Core HR, Onboarding, Talent and Performance Management, Succession, Payroll, and 76 integrations

  • Performed advisory and project management oversight for FINRA’s milestones and deliverables to ensure Workday consulting team      delivered to plan
  • Led team of 50+ resources (30 on client side and 25 on Workday Consulting side)
  • Led vision of project – always looking forward to next major milestones and how we would achieve. Leveraged past Workday projects      experience to lead team.
  • Worked closely with client Program Manager/Director, Vice President of  Finance, and Workday’s Engagement Manager to lead all phases of implementation – Plan, Architect, Test, Deploy, and Post Production Support
  • Developed and managed overall implementation plan and      schedule, including other FINRA work streams impacted – SOX, Change Management, Kainos Automated Testing Tool, ADP, SSO and Step-up Authorization, Data Warehouse, Cutover to Production, and Post Go-Live Support
  • Created and presented weekly status to Steering Committee – CIO, SVP of IT, SVP of HR, SVP of Finance, VP of Finance, and Director of IT
  • Created and presented bi-weekly status to Business Advisory team – team members from the Business side

Workday Finance Phase 0 Planning

  Challenge:

  • Lack of documented business requirements
  • Lack of documented integrations architecture
  • Identification of Fit/Gap to Workday capabilities
  • Inadequate Financial Data Model (FDM)
  • Business Case Development

​Results:

  • Led all Phase 0 and Planning activities
  • Documented 900+ functional requirements
  • Performed Fit/Gap analysis with Workday Consulting
  • Documented 90+ integrations and overall integrations architecture
  • Performed Level of Effort analysis for Workday technology on all 90+ integrations
  • Defined Financial Data Model
  • Created high-level implementation timeframe  
  • Determined resource needs to implement
  • Determined cost savings and cost avoidance (including      identification of headcount reductions post go-live)
  • Developed and delivered Business Case to FINRA Leadership 

Workday Finance Implementation

Providing staff augmentation resources for all phases of the Workday 31 Finance implementation - Plan, Architect, Test, Deploy. Functions include General Ledger, Procurement, Business Assets, Travel and Expense, Cash Management, Projects, Supplier Management, Adaptive Insights for Planning and Budgeting, 107 integrations

  • Providing Client side Project Manager 
  • Providing General Ledger and Projects Functional Lead
  • Providing Integrations Expert
  • Providing Test Lead 

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