Project Onboarding · Design Partner Group
Help shape what Project Onboarding builds next.
The people who file project requests know things we do not: which fields they skip, which approvals stall, which project types never fit the form. We want that knowledge before we lock the next version, so we are inviting customers who run project intake today to work with us on design.
What a design partner group is
A small group of customers who work with us on design, not on a support queue. We bring designs and prototypes. You tell us where they break against how your finance and project teams work. Then we change them.
It is not a beta program and it is not a sales pipeline. You get a say in what gets built and in what order. We get requirements from people who live with them.
Why we are asking now
The current release covers submission, business process routing, status visibility, attachments, comments, policy, and the admin queue. Configurable request templates are the next layer, and templates are where one customer’s habits get baked into everyone’s product.
A capital project request needs a funding source, a useful life, and a different approver than a marketing event. Ask three finance teams for the fields and you get three lists. We would rather put the three teams in one room and watch where they agree.
Each 45-Minute Session
- Product update. A design or prototype demo of what changed since the last session. You react, and your feedback shapes the next iteration.
- Deep dive on one topic. We state our understanding of the problem first, so you can correct it. You walk us through your use cases. Then we discuss it together.
Topics On Our List
If your intake process has a gap we have missed, bring it.
What We Ask Of You
- Take part. Join the design review sessions and speak in them.
- Respond between sessions. We may post questions or activities on a group page, so the design keeps moving between sessions.
- Think beyond your tenant. A request that fits only your tenant is hard to ship. One that fits your tenant and forty others becomes a feature.
Who Should Apply
Tell us how your project intake runs today.
The best fit is a team that already files project requests and wants them inside Workday. In practice that means:
- Workday Projects is live, with an active Create Project business process.
- You run intake for internal projects such as R&D, capital, or marketing initiatives.
- You manage roughly 50 or more projects a year and have been live on Financials for six months or longer.
Close but not exact? Ask anyway. Seats are limited and subject to approval. After you reach out, we will learn how your intake runs and confirm the fit for the current topic.