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Workday Professional Services Automation

Score9 out of 10

50 Reviews and Ratings

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What is Workday Professional Services Automation?

Workday Professional Services Automation automates the Opportunity to Cash process, connecting HCM and ERP data to match the right talent to projects, reducing manual errors and revenue leakage.

Categories & Use Cases

Media

Screenshot of Workday Professional Services Automation Create Quote
Screenshot of Workday Professional Services Automation CRM Dashboard
Screenshot of Workday Professional Services Automation Opportunity Dashboard
Screenshot of Workday Professional Services Automation Services Catalog

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Screenshot of Workday Professional Services Automation Create Quote

Most Frequent Users

Top 3 industries using Workday Professional Services Automation
Based on HG Insights installation data
View all Reviews
#1 most frequent

Professional, Scientific, and Technical Services

53.5%

46 installations of 86

#2 most frequent

Information

14.0%

12 installations of 86

#3 most frequent

Manufacturing

7.0%

6 installations of 86

Reviews

What users are saying about Workday Professional Services Automation.
View all reviews

Perspective on Workday Professional Services Automation from Acquired Small Business

Incentivized
Lonnie deMarcoView profile
VP Human Resources in Human Resources at Greenworks Lending / Nuveen Green Capital (11-50 employees employees)

Use Cases and Deployment Scope

I have had multiple experiences with using the Workday Professional Services Automation software; as a consultant, in a large Fortune 500 company, and most recently when the small FinTech company I was working for was acquired by Nuveen/TIAA. The software was used as a one-stop-shop at Nuveen/TIAA for all things HR-related: payroll, benefits administration, recruiting, performance evaluation processing, etc. Workday is a powerful tool that is a good fit for large, multi-national corporations. In my opinion, it is a more technologically advanced/flexible version of the Oracle suite I utilized in roles 10+ years ago.

Pros

  • One system to cover all HR needs
  • Multi-user database with permission control
  • Intuitive interface for end-user

Cons

  • Ability to customize to non-standard/one-off processes
  • One size fits "most situations" solution
  • Difficult to rollout across organization - great once fully implemented

Most Important Features

  • One stop shop for all HR needs
  • Automation of repetitive, tactical HR tasks
  • Multiple users with permission controls

Return on Investment

  • Eliminates the need for administrative HR support
  • Allows HR professionals to be more hands-on/consultative to organization as they are freed up from "paperwork"
  • Allows HR to quickly run reports/utilize big data to make informed decisions

Alternatives Considered

Oracle PeopleSoft HCM

Other Software Used

Oracle PeopleSoft HCM, Justworks, Paychex Flex

Easy for employees to track time and request PTO.

Incentivized
Donald LeeView profile
Senior Software Engineer in Information Technology at EAB (5001-10,000 employees employees)

Use Cases and Deployment Scope

I use workday in order to keep track of vacation/PTO time and the hours I worked. It's sort of like a timesheet, mainly used to track time and tasks done at my job.

Pros

  • Great at tracking vacation and PTO.
  • Great at easily accessing tax documents.
  • Great at tracking time.

Cons

  • None really. It's pretty easy to use.

Most Important Features

  • Shows that I have unfinished tasks to perform.
  • Tells me how much PTO I have.
  • Gives me my tax documents.
  • Shows the managing hierarchy in my company.

Return on Investment

  • Easy to ask for PTO.
  • Easy to look for tax documents.
  • Easy to manage time and tasks done.

Alternatives Considered

Salesforce CMS

Other Software Used

Salesforce CMS, Jira Software, Twilio

Workday Professional Services Automation

Incentivized
Atherve lohiaView profile
Digital Marketing Intern in Marketing at Analog Infotech (51-200 employees employees)

Use Cases and Deployment Scope

Workday Professional Services Automation is a great tool that holds all of our company files, our HR and onboarding information, payroll, and benefits. I love how easy it is to access any of these files and how much time it saves us. It's just as easy to update any of the information too. I also like that we have a full project lifecycle from start to finish because it helps us see what is going on with the project and where it is in the process.

Pros

  • Project and resource management
  • Accurately track time from anywhere
  • Increase productivity

Cons

  • Mobile application need to improved

Most Important Features

  • Financial Management
  • Make data-driven decisions.

Return on Investment

  • Empower decisions at every level.
  • Less time spend

Other Software Used

Backlsh

Workday is a Great Option for Large Organizations

Incentivized
Corinne MaloView profile
Marketing Content Manager in Marketing at H2 Brands Group (10,001+ employees employees)

Use Cases and Deployment Scope

I primarily used Workday as a central location for all things HR-related. I didn't manually have to clock in or out, but there was a time-keeping feature. It also tracked all of my vacation and sick hours and allowed me to request vacation/sick time within the portal. It also had all of my pay information and kept track of historical salary information (merit increases, bonuses, etc.). It also was extremely helpful in finding people within our organization. It had an organization tree, so you could find individuals as well as teammates on their team and supervisor/bosses, along with contact information such as their work email and/or phone number, so it was really easy to find anyone within the organization and anyone else associated with them if you needed it. Workday also housed some information about benefits and what I had enrolled in for that fiscal year.

Pros

  • Time Tracking
  • Organizational Employee Overview
  • Benefits Tracking
  • Pay/Salary History

Cons

  • More clearly defining areas within the portal.
  • More tutorial training

Most Important Features

  • Time tracking
  • HR communication

Return on Investment

  • I believe it freed up time for HR team members so employees could get what they needed rather than asking the HR team for everything.

Alternatives Considered

ADP TotalSource and Concur Travel and Expense

Other Software Used

ADP TotalSource, ChannelAdvisor, Salsify, Shopify

Easy and powerful Reporting and Multiple Workflow Approval Product and its Interface is easy and very Accessible.

Johnson MartinsView profile
.NET Software Engineer in Information Technology at JFrog (501-1000 employees employees)

Use Cases and Deployment Scope

Effective business solution with excellent workflow approval and valuable platform for easy business operations and product development platform. The easy-on data analytics in real-time via Workday Professional Services Automation is beneficial and very reliable project management software. The project planning and budgeting and even resource planning of the product are highly recommendable.

Pros

  • Task management capability.
  • Activity tracking functionalities.
  • Data visualization tools are powerful.

Cons

  • Deployment is not that easy to some non-technical users.
  • Creating reports for multiple processes.
  • Deep configuration of the functionalities.

Most Important Features

  • Automation functions are powerful.
  • Services management tools.
  • Data importing functions.

Return on Investment

  • The management of various projects workflow is amazing.
  • Production of quality and very innovative project results.
  • The effective ability to analyze multiple data from various platform.
  • Reports are clean and excellent coordination ability.

Alternatives Considered

Accelo, ADP Workforce Now and ServiceNow App Engine

Other Software Used

Ziflow, Planview Clarizen, ServiceNow App Engine

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