Aligning talent acquisition activities worldwide using Workday

image
  • Case Study
  • 5 minute read
  • November 08, 2024

How a large North American financial institution was able to better automate and streamline its recruiting processes across fifteen countries in ten months using Workday’s Talent Acquisition module.


Digital transformation case study

Industry: Financial Services
Today's issue: 
Digital Transformation
Country:
Canada


Introduction

Over a ten-month period, PwC Canada worked with one of the largest North American financial institutions to transform their recruitment processes using Workday’s Talent Acquisition and Candidate Engagement Management (CEM) modules. This organization saw an opportunity to replace their outdated applicant tracking system (ATS) with one that could significantly improve and streamline their recruitment processes globally, while also meeting local regulatory requirements.  

PwC worked collaboratively with its client to design and implement Workday’s Talent Acquisition and CEM modules and their associated processes, identify and embed appropriate controls and develop training for their people within an ambitious timeline. Our extensive experience with Workday allowed us to accelerate implementation activities using leading practices, while our focus on knowledge transfer from the get-go enabled our client to be well positioned to take ownership of the modules and processes once implementation was complete. Our client is now using both modules as a part of their normal business operations. 


Challenge

Our client was interested in using technology to better automate and streamline their recruitment processes across their global operations. At the time, their legacy applicant tracking system was outdated, had limited automation capabilities and was not integrated with Workday—their relatively new HCM solution. This meant that a number of recruitment activities (e.g., job requisitions, approvals, offer letters) were highly manual or required working across multiple disparate systems to complete. Other recruitment activities were conducted on a country-by-country basis using one-off processes and recruitment systems that made it difficult to analyze and report on recruitment at a global level.

In order to get the most value from their long-term commitment to the Workday ecosystem, our client was specifically interested in implementing the Workday Talent Acquisition module to drive improvements in its recruiting processes. With an ambitious ten-month timeline for implementation across its operations—which spanned fifteen countries and 120,000 people—this organization knew they would need a significant amount of assistance, particularly given the complexities associated with designing a global solution with enough flexibility to cater to local regulatory requirements.

Our extensive experience working with financial institutions and our holistic, collaborative and multidimensional approach were instrumental in this organization’s decision to work with us.


Approach

We used the New Workday Methodology to help our client move quickly and iteratively from the discovery phase of the project right through to implementation and beyond. This, combined with our highly collaborative approach, was essential for keeping transformation activities on track.

As a starting point, we brought together stakeholders from across different functions of our client’s organization in order to understand and define what they wanted to achieve both from an ROI perspective and from a benefits realization perspective. This allowed us to align transformation activities related to the implementation of Workday’s Talent Acquisition and Candidate Engagement Management modules with their desired outcomes. 

To meet our client’s tight timeframe for implementation, our approach included three dedicated workstream teams—each including subject matter specialists from PwC and knowledgeable client staff—who worked as one team to complete critical project activities. These workstreams included:

Risk & Controls (R&C)

Our R&C team worked alongside the Workday functional and technical team to apply a risk-based lens to the design of the Workday Talent Acquisition and CEM modules so that controls were considered and implemented upfront and integrated effectively. This helped our client improve their risk coverage, identify control automation opportunities and reduce the risk of costly rework and noncompliance.

Business Integration (BI)

Our BI team was focused on understanding the employee experience and moments that matter in order to better understand the services HR was delivering and their impact; this helped streamline our client’s operating model, business processes and Talent Acquisition and CEM module functionality to better support the HR needs of the business.

Organizational Change Management (OCM)

Our OCM team worked from the design phase to equip our client’s staff with the tools and training they needed to successfully use the new Talent Acquisition and CEM modules. This included designing training plans, developing both instructor-led and self-serve training assets, managing the execution and delivery of training programs in English and French and monitoring and reporting on training effectiveness and adoption. The change management program was essential for ensuring buy-in and adoption of the new processes and Workday modules across the organization.

Our approach also prioritized knowledge transfer right from the design phase so that our client would be well-positioned to confidently take over critical activities (e.g., maintenance, troubleshooting, new value creation) once the modules were fully implemented and running smoothly. This focus on knowledge transfer was critically important to our client as they wanted to avoid the transition challenges they’d experienced during their initial Workday implementation.


Impact

Our client was able to implement Workday’s Talent Acquisition and CEM modules successfully across its entire global operations within its desired ten-month timeframe. They now have a streamlined and highly standardized global recruitment process that takes advantage of significant process automation, in addition to a solution that is seamlessly integrated with their other Workday modules and HR specific solutions. The new modules and related processes have also significantly improved our client’s reporting capabilities compared to its previous ATS system by providing more consistent data and automatically generated dashboards to support analytics.

3 key factors in our client’s success

  • Collaborative across teams: There was no us and them; we worked collaboratively as one team from the discovery phase to post-production to enact the transformation successfully.

  • Highly experienced people: We brought our A team to the table—and so did our client. This gave us the combination of deep institutional expertise, Workday expertise, and transformation expertise needed to complete the project successfully within a tight timeframe.

  • Openness to change: Our client was incredibly receptive to change and firmly committed to using leading practices. Once we gained their trust, they were excited to take advantage of our experience in order to make change happen quickly yet effectively. 

Let’s keep the conversation going

We bring together a community of solvers to tackle our clients’ biggest challenges

Contact us

Aurélie Olives

Aurélie Olives

Partner; National Workday Business Unit Leader, PwC Canada

Tel: +1 905 815 6315

Sanam  Basirian

Sanam Basirian

Managing Director, Workday Alliance Leader, PwC Canada