Workday

The Transition to Workday

Workday will replace Banner finance and HR in Fall 2025

Workday will replace some of Banner as the new enterprise software platform for finance and human resources. To meet the evolving needs of its faculty and staff, W&M is modernizing its ERP to align the current business demands of the university with a technology partner and toolset that delivers the functionality and user experience that is needed by the W&M community.

About Workday

Recent Activities

Leadership & Change Network

Frequently Asked Questions

A graphic that reads "Streamlining Processes, Amplifying impact" with the Workday and William & Mary logos

Benefits of Workday

Modern and intuitive user experience
Streamlined processes
Built-in automation engine
Expanded data quality
Advanced analytics capabilities
Flexibility and scalability
Long-term cost control

Evaluation overview

Project Phases

1. Readiness & Plan

Spring 2024 - Summer 2024. Gather data, set strategies and build the initial Workday environment.
2. Architect & Configure

Summer 2024 - Spring 2025. Design, configure and test Workday, including integrations and reports.
3. Test & Train

Spring 2025. Conduct end-to-end testing, payroll parallel testing and training.
4. Deploy & Support

Summer 2025. Release the system with training and support.

Email the project team

Executive Sponsors, Steering Committee Leadership & Change Network

Executive Sponsors

Peggy Agouris, Provost
Ed Aractingi, Chief Information Officer
Tawanda Johnson, Chief Human Rescources Officer
Mike Todd, EVP of Finance & Administration

Steering Committee Leadership

Corinne Picataggi, Chair, Chief Technology Officer
Ed Aractingi, Executive Sponsor, Chief Information Officer
Alana Davis, Associate Provost & University Registrar
Tawanda Johnson, Chief Human Rescources Officer
Melanie O'Dell, Chief Financial Officer
Pete Kellogg, Chief Information Security Officer
Barbara Forth, Chief Data Officer
Andrew Crawford, Deputy Chief Information Officer
Marra Austin, Assistant VP for Supply Chain Services
Mike Todd, Executive VP for Finance & Administration
Abby Houser, Associate Budget Director

Change Network

* Steering Committee Leadership

Corinne Picataggi, Chair, Chief Technology Officer *
Ed Aractingi, Executive Sponsor, Chief Information Officer *
Alana Davis, Associate Provost & University Registrar *
Tawanda Johnson, Chief Human Rescources Officer *
Melanie O'Dell, Chief Financial Officer *
Pete Kellogg, Chief Information Security Officer *
Barbara Forth, Chief Data Officer *
Andrew Crawford, Deputy Chief Information Officer *
Marra Austin, Assistant VP for Supply Chain Services *
Bruce Aird, Advancement
Kathy Baldwin, Information Technology
Janet Balentine, Finance
Taylor Brings, Business Affairs
Ruth Erb, Finance
Greg Henderson, Student Affairs
Patty Herrera Cox, Information Technology
Abby Houser, Budget
Tarikul Islam, Finance
Karai Lockley, Athletics
Mary Lueker, Human Resources
Mike Maddalena, Business Affairs
Kimberly Momballou, Registrar
Marcus Nieves, Information Technology
Jason Pully, Information Technology
Linda Rudy, VIMS
Mindy Schuster, Finance
Dan Scianandre, Finance
Sarah Taylor, Finance
Simonne Vance, Payroll
Spencer Jenik, Budget
Erin Fryer, Information Technology
Kent Erdahl, Internal Audit

Project Leads

* Steering Committee Leadership

Andrew Crawford, Change Management Lead *
Melanie O'Dell, Finance Functional Team and FDM & Financial Accounting Lead *
Tawanda Johnson, HCM Functional Team Lead *
Abby Houser, Projects and FDM & Financial Accounting Lead
Ana Pascale, Banking & Settlement Lead
Brittany West, Benefits Lead
Connie Motley, Grants Lead
Denise Bailey, Payroll Accounting Lead
Eric Myers, Identity Management Lead
Erin Fryer, Communications Lead
Ghana Smith, Training Lead
Grace VanDivender, Compensation Lead
Ivan Lyashenko, Customer Accounts Lead
Janet Balentine, Finance Functional Team Lead, Finance Support
Jason Pully, Technical Team and Cutover Lead
Jennifer Cook, Time & Absence Lead
Jessica Newton, Business Assets Lead
Katherine Davis Small, Grants Lead
Kathy Baldwin, Conversion Lead
LaDonna Brown, Expenses Lead
Lauren Meyer, Compensation Lead
Mary Lueker, Core HCM and Time & Absence Lead
Michelle Bernal, Endowments Lead
Mike Maddalena, Projects Lead
Nick Artime, Security Lead, Community and Learning Admin
Pam Eddy, Academics Lead
Ruth Erb, Expenses Lead, Customer Accounts Lead
Sherree Walker, Business Assets Lead, Banking & Settlement Lead, Payroll Accounting Lead
Shewlyn Chen-Stewart, Integration Lead
Simonne Vance, Payroll Lead
Spencer Jenik, FDM & Financial Accounting Lead
Tratisha Hayes, Recruiting Lead

Recent Activities

Workday Newsletter - November 2024

In this issue of the newsletter, we offer an in-depth look at unit testing activities, provide details about accessing useful resources, share additional information about Workday, and more!
Project Team Feature: Joey Wermer '11

We are excited to recognize the hard work that is being done by the Workday project team.
Workday Newsletter - October 2024

It was a busy and productive summer for the Workday project team as it wrapped up the Readiness & Plan phase and launched into the Architect & Configure phase.
Phase 2 Launch: Architect & Configure

The second phase of William & Mary's project to implement Workday, known as Architect & Configure, is now underway.

See all recent activity

Frequently Asked Questions

Have a question about the transition to Workday? Email [[workdayproject]].

Why does the university need a new ERP?

W&M’s current ERP (Enterprise Resource Planning) system, Banner, and its business processes no longer allow the university to operate efficiently and deliver the services our faculty, staff, and students expect. Replacing the system gives us the opportunity to improve our business processes and services and adopt a modern system that provides our faculty and staff with best-in-class tools.

What are some of the major benefits of switching to Workday?

Workday’s modern interface is intuitive and more robust. It will make everyday activities – such as hiring and onboarding new employees and budget processing – smoother, faster, and easier.
Anyone who uses Banner now, whether an employee or a student, will benefit directly from this transition. Workday’s modern, accessible, and intuitive user experience reduces inefficiencies and workarounds common to Banner.
Workday’s suite reduces the number of software products W&M has added to Banner to conduct business over the years. Workday is constantly evolving, allowing W&M greater flexibility and the ability to scale up with changing needs.
Workday’s regular upgrades and patches will keep the system always up to date.
Better data and advanced analytics will help W&M get real-time and accurate information immediately after launch.
Workday’s built-in automation engine promotes efficiency across the university, letting employees focus on tasks with the most impact.

What is the timeline for this project?

The project to implement Workday by Fall 2025 will occur in phases.

View the project phases and timeline

How are you going to prepare the community for this change?

Transitioning from Banner to Workday will digitally transform the university’s business activities. We want our community to be as prepared as possible, and we are ensuring that everyone will receive robust training and the support they require to be successful.

The Workday Change Management team’s primary focus is on communication, training and stakeholder engagement. A change network has been formed, and the team will work directly with the change network to provide bi-directional communication between departments and the project team. Throughout the project there will be ways for the community to stay in the know, including reading the Workday newsletter and attending town halls and trainings.

How can we get more information about the project?

The Workday website serves as a hub of information and is regularly updated to keep the community posted on the project and its progress. In particular, the Recent Activities section of the website serves as an archive of the latest news, including the Workday newsletter.

Is Banner Student going away?

The university is committed to modernizing the student information system as well as the ERP supporting finance and human resources. The student information system modernization is a future phase of the ERP transformation. Students will continue to use Banner during the first phase of the project. A strategy and roadmap of the student information systems will be identified and communicated once determined.

Will employees get proper training to learn how to navigate and utilize Workday? How will training be delivered?

Yes. There is a training team, and a change management team comprised of representatives from across campus who are developing a training plan that will fit William & Mary. While the plan is still a work in progress, the community can expect how-to documentation, videos, in-person sessions, and more!

Will there be ongoing support after Workday goes live?

Yes. This is the beginning of a long partnership between W&M and Workday. Ongoing support will be crucial to the success of the employees who transition from Banner to Workday as well as those who join the community after Workday goes live.

Are we going to have Banner Student and Workday at the same time and will they talk to each other?

The modernization of the student information system is a future phase of ERP transformation. Students and Faculty will continue to use Banner during the first phase of the project (HR/Finance). A strategy and roadmap for student information systems will be communicated in the future.

What systems and tools will be replaced by Workday?

William & Mary will retire several enterprise systems as part of this transition. We are working with our vendor partners to communicate our contractual changes.

Will there be a testing/pilot period with real-world users from across the university, including faculty and VIMS?

We will have non-production tenants that are running alongside Banner to support testing. The strategy for using those efficiently and effectively is being developed now as part of the testing work stream.

How can individual stakeholders engage with the team to advocate for our user needs and functionality specifications?

There are several ways to do this. One is to reach out to your change network ambassador or project team lead (anchor link to change network row). Another is to reach out to the project team at [[workdayproject]].

What will happen with the faculty services portion of Banner?

While we continue to use Banner as our primary student information system, the faculty will engage with Banner Student to support course management, grading, and other student administrative activities the same way they do now.

The timeline seems very rushed/aggressive. Why?

After extensive discussions with Workday, other universities of similar complexity, and institutional leadership, William & Mary selected Workday’s proven Launch+ methodology, which influenced the timeline.

When and how will things change?

William & Mary users who interact with the HR and Finance components of Banner today, will interact with Workday instead to perform those tasks. Additionally, some tasks that happen in third-party administrative systems will also happen in Workday. The change management team will communicate specific changes, and the training team will recommend or require training as appropriate.

How does Workday work in comparison to Banner?

Workday and Banner both serve as ERP systems but differ significantly in their approach. Workday is a cloud-based platform that provides a unified solution for finance, HR, and student administration. Its user-friendly interface and object-model navigation will enhance operational efficiency compared to Banner’s cumbersome transaction-based navigation. Workday’s development model also brings innovation into the platform with improved business functionality, whereas Banner recommends purchasing and integrating third-party solutions to expand functionality.

Will there be an overview of Workday and how it functions?

Yes. Training paths will be designed based on your role and how you’ll interact with Workday. Training paths will start with an overview. For now, please learn more on the project website and at workday.com.

We want to hear from you!

We know this is a big change. Please feel free to send us your questions, comments, concerns, or ideas and a member of the Workday project team will get back to you.

Email the workday project team

The Transition to Workday

Workday will replace Banner finance and HR in Fall 2025

Benefits of Workday

Project Phases

1. Readiness & Plan

2. Architect & Configure

3. Test & Train

4. Deploy & Support

Executive Sponsors, Steering Committee Leadership & Change Network

ExpandAll Expand

Recent Activities

Workday Newsletter - November 2024

Project Team Feature: Joey Wermer '11

Workday Newsletter - October 2024

Phase 2 Launch: Architect & Configure

Frequently Asked Questions

ExpandAll Expand

We want to hear from you!

The Transition to Workday

Workday will replace Banner finance and HR in Fall 2025

Navigation buttons for the page

Benefits of Workday

Project Phases

1. Readiness & Plan

2. Architect & Configure

3. Test & Train

4. Deploy & Support

Email the project team

Executive Sponsors, Steering Committee Leadership & Change Network

ExpandAll Expand

Recent Activities

Workday Newsletter - November 2024

Project Team Feature: Joey Wermer '11

Workday Newsletter - October 2024

Phase 2 Launch: Architect & Configure

Frequently Asked Questions

ExpandAll Expand

We want to hear from you!