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Workday Financials Consulting

Workday Financials, led by a CPA.

Full Link helps finance teams implement, stabilize, and get real answers out of Workday: full-cycle deployments, post-production support, and the reports and dashboards your CFO actually uses.

Experience across
  • Hedge Funds & Financial Services
  • Healthcare
  • Technology

How we work

An implementation, end to end

Every Workday Financials deployment runs through the same phases. Here's what happens in each, where they usually go sideways, and where we step in.

Fully linked.

Phase 01 · Before the kickoff

Plan

Scope, timeline, team, and partner selection. The decisions made here set the budget and the pace for everything that follows.

Where it goes wrong

Finance SME time is underestimated, and the close keeps getting in the way of the project.

Where we come in

We act as finance's advocate: readiness assessment, realistic staffing plans, and backfill so your team can actually show up.

Project plan
Plan
Architect
Configure
Test
Deploy
Optimize
KickoffGo-liveHypercare

Phase 02 · Design the foundation

Architect

Foundation Data Model, worktags, chart of accounts, and business process design. This is the shape your data takes for years.

Where it goes wrong

FDM decisions get made without reporting in mind, and they're expensive to undo after go-live.

Where we come in

CPA-led FDM design, with reporting requirements defined up front so the structure answers the questions leadership will ask.

Foundation Data Model
Company
Cost Center
Region
Spend Category
Ledger Account

Worktags drive every report you'll build.

Phase 03 · Build it in the tenant

Configure & Prototype

Configuration, prototype sessions, and iterative data conversion loads, turning design decisions into a working system.

Where it goes wrong

Prototypes run on bad conversion data, so nobody trusts what they see and feedback stalls.

Where we come in

Hands-on configuration and conversion reconciliation, so every prototype is built on data finance recognizes.

Tenant build
  • Business process definitions
  • Account posting rules
  • Accounting & allocation rules
  • Security groups
  • Conversion load: iteration 3
  • Integrations

Phase 04 · Prove it ties out

Test

End-to-end testing, parallel runs, security, and user acceptance: the last chance to catch problems before they're real.

Where it goes wrong

Test scripts pass, but the numbers never get reconciled to the legacy GL.

Where we come in

Test scenarios written by accountants, and parallel reconciliations down to the penny.

Parallel reconciliation
AccountLegacyWorkdayVar.
Cash4,218,330.124,218,330.120.00
Accounts Receivable1,904,557.401,904,557.400.00
Fixed Assets7,332,010.007,332,010.000.00
Accounts Payable(2,118,904.77)(2,118,904.77)0.00

Ties out to the penny.

Phase 05 · Cutover and go-live

Deploy

Final conversion, opening balances, cutover, and the first close in Workday.

Where it goes wrong

Go-live goes fine, then the first month-end close turns into chaos.

Where we come in

Detailed cutover checklists, hypercare, and a CPA in the room for your first close.

Cutover plan
  • T-10 Final data conversion
  • T-5 Opening balances loaded
  • T-2 Legacy system frozen
  • T-0 Go-live
  • T+3 First invoices & payments
  • T+10 First close in Workday

Phase 06 · Life after go-live

Optimize

Post-production support, semi-annual releases, and the reports and dashboards that make the investment pay off.

Where it goes wrong

The SI rolls off, and reporting gaps get patched with spreadsheets.

Where we come in

Ongoing support and our specialty: reporting and dashboards your CFO actually uses.

CFO dashboard · illustrative

Days to close

4

↓ from 9

Manual JEs

-62%

vs. legacy

Reports

38

in use

Services

Where we plug in

01

Reporting & Dashboards

Our specialty.

Custom and composite reports, calculated fields, and executive dashboards built by someone who knows what a close actually needs. Numbers that tie out, with no workarounds in Excel.

  • Custom & composite reports
  • Executive dashboards
  • Calculated fields
  • Report cleanup & rationalization
02

Implementation Support

From design to go-live.

Hands-on help across a full-cycle Workday Financials deployment. We fill the gap between your SI and your accounting team so the design fits how you really close the books.

  • Design & configuration
  • Data conversion & testing
  • Cutover & go-live
  • Partner & SI augmentation
03

Post-Production Support

After the SI leaves.

Ongoing support to keep Workday running and improving: business process tuning, integrations, release reviews, and help through quarter- and year-end.

  • Business process optimization
  • Integrations
  • Release impact reviews
  • Period-end support

Why Full Link

Finance people who know Workday.

A CPA, not just a configurator

Accounting experience means we understand the why behind every journal, allocation, and report, and we speak your controller's language.

Senior-only, every time

The person you meet is the person doing the work. No bait-and-switch, no junior bench learning on your tenant.

Reporting-first

Most Workday frustration shows up in reporting. We start where the pain is and make sure the data you depend on is right.

DB

David Brassfield, CPA

President & Lead Financials Consultant

About

About Full Link

Full Link Consulting is a Chicago-based Workday Financials practice founded by David Brassfield, CPA. David has led and supported multiple full-cycle Workday implementations for hedge funds, healthcare organizations, and technology companies.

Before focusing on Workday, David worked hands-on in accounting, and that shows up in the work: business processes that match how finance teams actually operate, integrations that hold up at period-end, and reports people trust.

Let's talk about your Workday.

A 30-minute intro call with no pitch deck. Tell us what's not working and we'll tell you honestly whether we can help.