Kognitiv

Solution: DESRI engaged Kognitiv in 2021 to automate hierarchy consolidation and the reporting around it, applying effective-dating and sub-elimination logic so that mid-year ownership moves keep net income attributed to the correct parent hierarchy. Kognitiv applied its CloseCoda and data consolidation tooling, which it describes as built specifically for consolidating hierarchies using Workday Financials data.

Results: The published case study describes automating effective-dated, sub-eliminated trial balance reporting in place of the prior manual Excel process; it does not state quantified outcome figures.

Solution: Crossroads brought in Kognitiv for Workday project management and advisory services, adding a client-side project manager plus integration, payroll and three HCM advisory consultants. Kognitiv's HCM advisor identified the root-cause blocker and further configuration issues on day one, then rebuilt and re-ran end-to-end test scenarios to separate valid results from those needing retest, later sweeping all scenarios and surfacing additional defects.

Results: Crossroads is live on Workday and has implemented over 100 enhancements in its first 120 days on the system, with Kognitiv continuing ad hoc post-production support while the internal team stabilises and prepares for annual processes.

“Kognitiv's flexibility and commitment, including long hours and calls, were crucial for the project's success.”

Solution: Kognitiv delivered a training plan aligned to the deployment timeline and to current and future roles, running sessions inside Select Milk's own tenant and covering navigation, core concepts, business process practice, the worker experience and routine maintenance. Kognitiv also configured the tenant for changed requirements, completed end-to-end testing and tailored the security model, with each company trained separately to avoid sharing confidential information.

Results: After go-live Kognitiv continued on data conversion, custom reporting and integrations before handing support to Workday governance and internal system triage. The case study does not publish quantified post-go-live outcome figures.

“Kognitiv has quickly become our go-to service partner for everything Workday! During a very challenging systems implementation they came to our rescue, consistently providing exceptional service by listening to our concerns and promptly responding with resolutions.”

Solution: Kognitiv built a custom automation workflow that extracted GL data from the parent tenant, normalised cross-tenant configuration differences such as reference ID changes, and translated the amounts into journals loaded by EIB year by year against their original journal sources. A parallel automation extracted attachment files to an SFTP site organised for matching, after which a script iterated through the loaded journals and attached them. Kognitiv also built automated GL validation tools and attachment count reports.

Results: TaxAct went live on the planned date. All seven years of detailed financial data sit in the new Workday tenant as conversion journals with attachments reachable by drill-down, removing the need for an external repository or external links for supporting documents.

“Very thankful for the innovative minds at Kognitiv for our Workday Financial Implementation. They stepped in and saved the day for our implementation to go live without delays. They were able to bring automation to load years of historical data accurately, with attachments at a critical time in our project”