Your seat at the table when the integrator is at theirs.
Independent Workday leadership for CFOs, CHROs, and COOs. I protect the budget, the timeline, and the people who have to live with the system on Monday — while your system integrator does the build.
Your implementation partner's project manager works for the partner. I work for you.
Four ways to protect your Workday investment.
Whether you're standing up Workday for the first time or a live program needs an independent voice in the room, I sit on your side of the table — accountable to the sponsor, not the system integrator.
SI Selection & SOW Review
Choose the right partner and sign a SOW that protects you, before the first invoice.
Client-Side Leadership Through Deployment
I represent the sponsor from Plan through Deploy and post-production support — governance, executive alignment, risk management, and the on-the-ground presence to keep the SI honest and every module on track through go-live.
TRACE Program Health Check
An independent read on a program already underway, before small problems become a rescue.
Program & Project Rescue
Brought into engagements mid-flight to reset scope, timeline, and confidence — and drive them to a successful, well-adopted launch. Recent rescue work includes a $72B AUM private equity firm and a major healthcare go-live.
Why an Independent Advisor
No conflicts
I don't resell software, take referral fees, or sell implementation work downstream. My only duty is to you.
I've worked every seat
Reporting lead, testing lead, engagement manager, project manager. I know where SI programs drift because I've been on that side.
Evidence, not opinion
Bids compared like for like, contracted scope verified in the tenant, and payroll tested on your real exceptions — before anyone calls it green.
Accountability with teeth
Acceptance criteria before work starts, named senior staff who stay, and milestone payments tied to accepted work.
Built on the TRACE Method™.
TRACE is my client-side delivery standard for Workday programs. Five pillars — Truth, Roles, Alignment, Communication, and Evidence — keep leaders informed of true status, put the right people in the room, and surface problems while they're still cheap to fix. Most programs I assess are missing two of the five.
Ways to Engage
SI Selection & SOW Review
A fixed-scope engagement after you sign with Workday: partner evaluation, proposal scoring, and a SOW with acceptance criteria, named staff, and milestone payments built in.
Client-Side Leadership
A monthly retainer at two coverage levels. Advisory: sponsor briefings, steering committee, and phase-gate reviews. Core: adds weekly SI oversight and change-order challenge.
TRACE Program Health Check
A fixed-scope, evidence-based read on a program already underway, scored across all five TRACE pillars, with prioritized recommendations and an executive readout.
Test & Go-Live Assurance
Most SOWs make testing your job. From Test through Deploy, I make sure your team tests the right things, the SI holds up its end, and go/no-go is decided on evidence.
M&A Workday Advisory
A fixed-scope read for acquirers on Workday: due diligence, tenant strategy, and Day-1 HR and payroll readiness.
Healthcare & financial services — and equally at home anywhere.
My deepest scars and sharpest instincts come from healthcare systems and high-stakes financial services programs. But Workday delivery discipline travels — I've led implementations across construction, professional services, and cancer care with the same playbook.
Healthcare Systems
Multi-hospital deployments, cancer care, and clinical operations — where adoption isn't optional and downtime isn't tolerated.
Financial Services & PE
Complex org structures, tight controls, and executive scrutiny. Stabilized a $72B AUM PE firm's program mid-flight.
Industry-Agnostic Workday Expertise
Construction, nonprofit, food & beverage, grocery, gaming, and beyond. Deep functional and technical fluency across the Workday platform.
Signature strengths clients keep returning for.
Speaks to the sponsor
Board-ready status, honest risk conversations, and language that lands with CFOs and CHROs — not just the PMO.
Adaptable under pressure
Stepping into engagements mid-flight and calibrating quickly to your team, your integrator, and your executive style.
Clear & direct
Straight-talking status, no color-coded theater, and no surprises at steering committee.
Critical thinker
Cutting through vendor spin to isolate what's actually driving timeline, cost, or adoption risk.
Certified across the Workday platform.
Workday Project ManagementWorkday LaunchWorkday HCMWorkday ReportingHave a Workday program that needs a steady hand?
Whether you're planning a new implementation or a live program has drifted off course, I'd like to hear about it.
I take on a limited number of programs at a time, so the person you hire is the person who shows up.