Industries Served

Corporate Service Providers

PEOs, EOR providers, BPO firms, shared services organizations, and family office platforms operate in a category of their own: one platform, many client operating models. We design Workday environments that are deeply segmented by customer, scalable as your portfolio grows, and architected so that consolidated reporting and administration remain efficient without sacrificing the independence each client requires.

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Segmented Customer Isolation & Security
PEO & EOR Platform Configuration Experience
Scalable Portfolio Growth Without Added Complexity
100% Workday Certified Consultants

The Challenge

Segmented by Client. Aggregated for the Provider. Scalable at Every Stage.

Corporate service providers face a challenge that traditional Workday implementations are rarely designed to solve: preserving customer-specific security, business processes, approval chains, and reporting while keeping the platform administrable, governable, and efficient at the provider level. Standard shared-service configurations often collapse under that weight, forcing either rigid standardization or unmanageable sprawl.

Our approach prioritizes all three dimensions simultaneously: each customer operates within a clearly segmented context with appropriate isolation and independence; the provider retains a clean, consolidated view for administration, reporting, and governance; and the architecture is designed to absorb new customers without rebuilding what already works.

What We Bring to This Industry

  • Multi-customer tenant design using Workday organizations and security domains
  • Customer-specific business process frameworks and approval chains
  • Data segmentation and security architecture across client populations
  • Scalable customer onboarding and offboarding methodologies
  • Customer-specific reporting, analytics, and integration frameworks
  • Ongoing tenant administration and release management services
  • Program management for customer implementations and transitions
  • Governance models that support platform growth without added complexity

Platform Architecture

Designed to Support Many. Built to Feel Like One.

The architecture decisions made during initial configuration determine how well the platform scales as the customer base grows. We design environments that hold up under that pressure.

Customer Segmentation & Security Architecture

Leverage Workday organizations, custom organizations, and security domain frameworks to create distinct operating environments for each customer within a single tenant, with clear data separation and access controls.

Customer-Specific Business Process Frameworks

Configure Workday business processes to route, approve, and execute differently by customer, supporting unique organizational structures, approval hierarchies, compliance obligations, and service delivery requirements.

Scalable Onboarding & Offboarding

Build repeatable methodologies for adding new customers to the platform and transitioning departing clients off cleanly, minimizing disruption to existing operations and accelerating time-to-value for each new engagement.

Customer-Specific Reporting & Analytics

Design reporting frameworks that deliver each customer a view of only their data with metrics, formats, and delivery mechanisms aligned to their specific needs, while the provider retains a consolidated operational view across all customers.

Integration Architecture & Management

Design and maintain integrations that connect each customer's external systems to Workday without cross-contamination, supporting payroll, benefits, financial, and operational integration requirements across diverse client environments.

Tenant Governance & Release Management

Establish governance models that manage configuration changes, Workday releases, security updates, and enhancement requests across a shared tenant, ensuring platform stability while continuing to meet evolving customer requirements.

Workday Financials Suite

Managing Complex Financial Structures Across Entities

Workday Financials supports the multi-entity complexity that corporate service providers manage on behalf of clients and within their own organizational structures, from consolidated reporting and intercompany transactions to accounts payable automation and audit-ready financial records.

Multi-Entity Financial Management & Intercompany Eliminations

Structure multiple legal entities, cost centers, and reporting hierarchies within Workday with automated intercompany transaction management and elimination workflows that support consolidated and entity-level financial reporting.

Accounts Payable & Receivable Automation

Streamline invoice processing, payment approvals, and cash application across complex organizational structures. Reduce manual reconciliation and maintain a complete audit trail for financial operations across entities.

Financial Planning & Scenario Modeling

Connect operational headcount and compensation data to financial plans using Workday Adaptive Planning. Build driver-based financial models, run scenario analyses, and give finance and leadership a shared platform for budget and forecast management.

Expense Management & Policy Controls

Configure expense report workflows, corporate card reconciliation, and spending policy controls across business units and entities. Automate policy enforcement and generate spend analytics that surface compliance gaps and cost reduction opportunities.

Ongoing Operations

Beyond Implementation: Owning the Platform With You

A well-designed Workday environment is only the beginning. For corporate service providers, the ongoing operational demands of administering a shared platform across a growing customer base require a different model than standard support. Our team can serve as an extension of both the provider's Operations and IT organizations.

We own ongoing Workday administration, configuration management, security administration, reporting, integration support, enhancement delivery, and customer onboarding activities, allowing providers to focus on delivering value to their clients rather than managing the underlying platform.

  • Day-to-day tenant administration and configuration management
  • Workday release review, testing, and deployment coordination
  • Security domain and role administration across customer populations
  • Reporting development and delivery for provider and client stakeholders
  • Customer onboarding project management and delivery execution

Common Scenarios We Support

  • Designing a multi-customer tenant architecture from the ground up
  • Rebuilding an existing shared tenant that has outgrown its original design
  • Onboarding a new customer population following an acquisition or contract win
  • Offboarding a client cleanly while preserving operational continuity
  • Standing up a BPO or PEO operating model within an existing Workday environment
  • Providing embedded Workday operations support as an extension of the provider team
  • Coordinating a portfolio of simultaneous customer implementation projects

How We Engage

Every Service Line. One Industry Focus.

Our four service lines each bring distinct value to corporate service providers. They are designed to work together or independently, depending on where you are in your Workday journey.

Workday Deployments

Full-lifecycle implementations designed for multi-customer environments, including segmentation architecture, customer-specific business processes, security design, and scalable onboarding frameworks. Fixed-bid, fixed-time with dedicated architects.

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Workday Managed Services

Ongoing platform operations including tenant administration, release management, security, reporting, and integration support. We function as an embedded extension of your operations and IT teams across the full customer portfolio.

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Staff Augmentation

Certified Workday specialists placed inside your team for customer onboarding surges, backfill coverage, or long-term embedded support. Priced at 15% or more below market, with access to our Area Leads by domain.

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Advisory & Transformation

Independent advisory for tenant architecture reviews, governance design, platform health assessments, acquisition integrations, and operating model transformation. Client-side alignment with no delivery conflict.

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Knowledge Hub

Insight From Practitioners Who Deliver It

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Ready to Build a Workday Platform Your Clients Can Rely On?

Tell us about your customer base, your operating model, and your platform goals. We will show you how we can help.

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