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Customer Success

Workday Financial Management Success Hub

Welcome to the Workday Financial Management Success Hub 

This Success Hub provides Customer Success related resources and information that have been curated for you. These resources support you in achieving your business goals and realizing maximum value from Workday products and services. Regardless of your experience level, these tailored resources are here to help you along the way.

Helpful Resources

Need resources specifically for the Workday Financial Management Administrator? We’ve got you covered:

Workday Financial Management Administrator Home Page

Browse through content related to product configuration. Access administrator documentation and training; product strategy roadmaps; service update notes; and featured videos on enhancements.

Workday Administrator Guide

Your how-to instruction manual for Workday Financial Management. The Workday Administrator Guide step-by-step instructions for setting up features and configurations from a technical perspective.

Discussion Forums

Post questions, provide answers, or simply start a general conversation about the Workday Financial Management product and features.

Support

Workday Financial Management Named Support Contacts (NSCs) are able to submit a Workday Support case online 24/7. Our Support Organization ensures that specific roles can create or view Workday-related cases. Named Support Contacts can create cases for Product Support defects, Instance Management requests, Customer Care, and Training-related inquiries.

Find more information on role-based tasks:

Customer Stories

As one of the largest U.S. commercial property and casualty insurance companies, CNA’s rigid and complex network of legacy finance systems required significant customization. They selected Workday to eliminate the need for customizations, become more agile, gain access to real-time data, and accelerate the close process.

CNA consolidated 5 legacy systems into 1 cloud-native system that delivered real-time financial insight! Workday enabled CNA to: 

  • Save 30% on annual spend on the finance system
  • Improve IT efficiency by 27%
  • Reduce ledger accounts by 59%


"No company changes financial systems for fun. Knowing there was a path, vision, and a great partner with Workday was critical to the decision to make a change." — Vice President of Accounting & Reporting, CNA. 

Read more about how Workday served as a transformational financial management system for CNA. Take it even further and discover how other customers have achieved great success with Workday Financial Management.

Thought Leadership

Learn from experts about the latest insights, innovation, and shaping trends that can help deepen your understanding. 

Workday Briefing Series

Designed to help you maximize value from Workday. Workday leadership and successful Workday customers share important considerations as you plan for the future.

How AI and ML Are Powering the Future of Work

Learn how we’ve embedded AI and ML into the very core of the Workday platform, delivering unrivaled business adaptability and competitive advantage to our customers. 

CIO Insights on Accelerating Finance Transformation

In this eBook, learn 7 areas where IT teams can focus their efforts to help finance become more agile and keep up with change.

Events and Webinars

Join an upcoming live session or replay a webinar to gain insights that enable you to get the most value from your product.

Next Level Webinars

Learn tips on how to deploy and use features in our Next Level webinars. These sessions are for everyone - project teams, subject matter experts, or anyone wanting to learn more about Financial Management functionality.

Finance Webinars

The Workday Live - Webinar Series is a recurring product series designed to give you a closer look at Workday. We cover a range of topics across Finance, Accounting, Planning, Analytics, and more.

Looking Forward with Workday

Take an inside look into where we’re headed. This webinar series demonstrates how Workday can support your organization as you respond to the changing needs of your business.

 

Related Resources

Services

We’re here to help you determine which Subscription Offering best suits your needs. For more information, contact your Account Executive. If you're unsure who your main contact is, contact a Named Support Contact within your Organization.

Workday Financial Management User Group

Collaborate with new and existing customers using the Workday Financial Management user group. Join the user group to stay up to date on the conversation and receive regular product updates directly in your inbox. 

Workday Success Plans

Workday Success Plans can help you close the gap with comprehensive expertise, support, and education at every stage of your journey with Workday, and embrace the opportunities that emerge during times of change.

Workday Expenses Adoption Guide

Use this Adoption Guide to get the most out of your Workday Expenses investment, including resources, success stories, demos, and deployment options. 

Product

Financial Management