Workday consulting
Workday Financial Management Consulting
We fix failed Workday setups. Reporting issues? VAT off? COA broken? We show you where it fails—and fix it.
- Workday
- HCM, Financials and Adaptive Planning
- UK & EU
- English-language delivery
- GDPR
- and payroll compliant
- London
- headquartered
In detail
Workday Financial Management Consulting UK
At Dandee Consulting, we don’t just configure Workday Financials—we’ve walked in your shoes. Our consultants come from finance and accounting backgrounds. We’ve worked in businesses that felt stuck with disconnected spreadsheets and clunky systems. That’s why every solution we provide reflects what you actually need from a Workday setup: clean processes, control, and clarity.📅 Schedule a consultation to speak with a consultant who’s handled what you’re currently facing.
Focused on Workday, Grounded in Finance
You don’t need a long sales deck. You need someone who can make Workday Financials work the way your business expects—without surprises, without delays. We support organisations across the UK with these core areas:
New Workday Financials Implementations (Greenfield Projects)
If you're rolling out Workday Financials for the first time, here's what we focus on: configuration that fits your actual accounting structure. Not Workday's out-of-the-box defaults.What we do:How it helps you: We reduce your post-go-live rework by planning your data model around actual reporting deadlines and audit requirements.
- Define ledger structures, dimensions, and object hierarchies aligned with UK GAAP or IFRS
- Build segment logic that mirrors your reporting needs (e.g., by entity, cost centre, function, product line)
- Automate journal posting rules and validations to reduce manual reconciliations by up to 70%
- Establish effective-dated security roles to support quarter-close access control
Rescue and Recovery for Underperforming Workday Setups
If your system is live and not delivering, we audit it and fix it. Fast. We look at every configuration, every failed report, and every workaround users had to invent just to get through month-end.Common issues we resolve:Why this matters: Clients using our audit + reconfiguration service typically recover 30–50% of the manual time lost to spreadsheet corrections in their first two month-ends.
- Misaligned Chart of Accounts (missing consistency across company hierarchy)
- Security model gaps leading to audit flags
- Journal sources incorrectly configured, causing delays in GL posting
- Lack of integration with bank feeds or external procurement tools
Advanced Reporting & Analytics Setup
We implement Composite Reports, Dashboards, and Worksheets that work for UK-based finance teams who need both regulatory accuracy and commercial insight.We focus on:Outcome: No more waiting on Finance Systems for basic KPIs. You get what you need—fast.
- Report Writer setup for P&L by entity, BU, and channel
- Calculated fields to automate key metrics like EBITDA, net working capital, DSO
- Data source optimisation to speed up report refresh by up to 80%
- Multi-book reporting configurations for statutory vs management views
Workday Security Framework and Audit Controls
Security is usually bolted on as an afterthought. We start with it. That means cleaner audits, clearer roles, and reduced SOX/ISO compliance headaches.Technical areas we cover:The result: Finance teams reduce audit review cycles by 25–40% through properly enforced access rules.
- Domain and business process security groups
- Segregation of Duties (SoD) violation scans
- Delegation and proxy configuration for continuity
- Period-close control access based on effective dates
Bank Integration & Payment Configuration
We manage payment setup with BACS, SEPA, and SWIFT integration, aligned with UK banking standards.Here’s what we solve:What you gain: Cleaner reconciliation and automated payment status updates within Workday—reducing payment cycle admin by 60%.
- Manual uploads to online banking portals
- Payment file rejections due to XML format issues
- No central visibility of cash flow or payment status
Adaptive Planning Integration
We sync Workday Financials with Adaptive Planning without having to rely on weekly Excel data drops.We handle:Impact:Your forecast is always up to date. And you can run variance analysis without back-and-forths between systems.
- Data source setup to feed actuals into Adaptive
- Scenario versioning linked to GL actuals
- Workforce data sync for headcount planning accuracy
VAT Configuration and Local Compliance Reporting (UK Focus)
We ensure you’re meeting UK compliance rules—especially with VAT and Making Tax Digital (MTD) requirements.Technical work we do:Why it matters: Reduces compliance risk and saves countless hours during VAT return cycles.
- Tax code setup aligned to UK HMRC structure
- Reverse charge logic for domestic and EU acquisitions
- Digital links and audit trails to meet MTD compliance
Post-Go-Live Application Support (AMS)
Workday doesn’t stop changing. Neither should your support. We run weekly or monthly admin support packages that include:Schedule a consultation and we’ll walk through how AMS can take pressure off your internal teams.
- Reconfiguring processes based on business growth
- Integrating newly acquired entities or divested groups
- Handling Workday updates and feature releases
- Governance over role changes, approvals, and workflows
![Post-Go-Live Application Support (AMS)](/__l5e/assets-v1/a7491273-50ee-4a3f-9ef8-2b71500acf1e/vat-configuration-and-local-compliance-reporting-uk-focus.webp "VAT Configuration and Local Compliance Reporting (UK Focus)
Common Scenarios We Solve
Our Workday Financials consultants regularly fix:Book a call if your Workday system is already live but isn’t usable.
- Incomplete implementation that ignores local UK tax or reporting needs
- Lack of clear user roles and audit trail in security setup
- Problems aligning Workday structures to legacy systems like Sage, Oracle, or QuickBooks
- Unexpected reporting limitations due to poor object design
Why UK Businesses Choose Dandee
Our clients in the UK say the same thing: they need a consulting partner that listens, explains clearly, and focuses on what matters to finance—not just what’s technically possible. We’re local. We know what HMRC wants to see. And we know how to make Workday work like your team expects.📅 Book a call today and let’s talk about your system, your timelines, and what matters most to your team.
FAQs
Frequently asked questions
Yes. We use Workday's configuration tools to re-map segment values, hierarchies, and ledger groupings without starting over.
Contact
Talk to us about Financial Management Consulting
Send a short brief and a Workday specialist replies within one working day.
- UK+44 20 7183 3436
- UK+44 7454 539583
- US+1 650 278 4421
- info@pearllemongroup.com
- Kemp House, 160 City Rd, London EC1V 2NX, UK
Send a message
Ready to get more out of Workday?
Book a 30-minute call with a specialist. No pitch — just a clear view of what to fix first.