Neil Marchant
Workday HCM, FINs, Adaptive and Salesforce
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About
1. Project Initiation & Governance
Define project scope for Workday (HCM, Financials, Payroll, etc.) and Salesforce (Sales/Service/Marketing Cloud)Establish governance model, steering committee, and escalation paths
Identify business owners (HR, Finance, Sales, IT) and technical leads
Align project goals with business transformation objectives
2. Requirements & Solution Planning
Coordinate business process workshops (HR, Finance, Sales Ops, Customer Support)Manage functional requirements documentation:
Workday: business processes, security roles, integrations
Salesforce: objects, workflows, automation, reporting
Ensure requirements traceability and sign-off
Plan integration architecture (Workday ↔ Salesforce ↔ middleware like MuleSoft/Boomi)
3. Project Planning & Delivery
Build detailed project plans (Agile, Waterfall, or Hybrid)Define milestones
Workday tenant setup & configuration
Salesforce org setup & customization
Data migration & integration development
Testing, UAT, and deployment
Manage dependencies between HR, Finance, Sales, and IT teams
Coordinate vendors, SI partners, and internal resources
4. Execution & Team Coordination
Lead daily standups, sprint planning, and status meetingsTrack configuration and development progress:
Workday: BP frameworks, condition rules, calc fields
Salesforce: flows, Apex, validation rules, Lightning pages
Remove blockers and manage cross-system dependencies
Ensure adherence to security and compliance requirements
5. Data Migration & Integrations
Oversee data mapping and cleansing:Employee, org, compensation (Workday)
Accounts, contacts, opportunities, cases (Salesforce)
Manage integration testing
Real-time and batch integrations
Error handling and reconciliation
Validate data accuracy and business sign-off
6. Testing & Quality Assurance
Plan and manage:Unit testing
System Integration Testing (SIT)
User Acceptance Testing (UAT)
Track defects and ensure timely resolution
Validate end-to-end business scenarios across both platforms
7. Change Management & Training
Develop change management and communication plansCoordinate training for HR, Finance, Sales, and Support users
Manage adoption metrics and readiness assessments
Support cutover planning and go-live communications
8. Monitoring, Reporting & Risk Management
Track budget, scope, and timelineIdentify and mitigate risks (data, integrations, adoption, compliance)
Provide executive-level status reporting
Manage change requests and scope creep
9. Go-Live & Post-Production Support
Lead cutover activities and production deploymentCoordinate hypercare support
Ensure issue resolution and stabilization
Transition to operations/support teams
Experience
Worked in Financial Services, Start Up, Manufacturing and Real Estate.
