Case Study
Promotion Cycle App: Scalable Promotion Management with Workday Extend
Engagement Summary
The client engaged E1 to modernize its annual promotion cycle by replacing a third-party application with a streamlined, Workday-native solution. Using Workday Extend, E1 delivered the Promotion Cycle App, providing a centralized promotion management experience that improved efficiency, enhanced data accuracy, and gave HR leaders greater visibility into nomination activity.
Client Background
Our client is a global financial services organization specializing in equities, index solutions, and investment analytics. Headquartered in New York, the firm supports institutional investors worldwide by delivering data-driven insights, portfolio analytics, and risk management capabilities. With a highly skilled and distributed workforce, the organization required efficient and scalable processes to support its talent management initiatives.
Business Challenge
The client’s annual promotion cycle relied on a third-party application to manage nomination and recommendation workflows, which introduced several challenges.
- This setup required complex integration back into Workday, creating inefficiencies and additional data maintenance overheads
- Increased operational overhead due to duplicate data handling and system fragmentation
- The need for a fully Workday-embedded solution that could reduce costs, duplication, and risk while improving user experience for managers and HR leaders
Goals & Objectives
The client aimed to rethink how promotion cycles were managed by moving away from disconnected tools and manual coordination. The objective was to introduce a more intuitive, centralized experience that simplified nomination workflows, improved decision-making for HR leaders, and reduced operational friction. At the same time, the solution needed to strengthen data accuracy, support consistent governance, and scale smoothly as organizational needs evolved.
The E1 Solution
By leveraging Workday Extend, E1 Consulting enabled a seamless, in-Workday promotion cycle process. We delivered the Promotion Cycle Application, a Workday Extend–based solution designed to simplify and centralize the promotion process while improving visibility and governance across the organization.
- Lightweight, Embedded Design: Built a streamlined promotion nomination tool directly within Workday
- Manager Workflow: Enabled managers to nominate direct reports and submit structured recommendation forms
- HR Leadership Reporting: Provided HR teams with consolidated, real-time insights into promotional nominations to support informed decision-making
- Eliminated External Dependency: Retired the third-party tool by centralizing promotion cycle management within Workday
Results & Business Impact
The engagement delivered measurable outcomes, including:
Cost Savings
Eliminated third-party licensing and integration costs
Operational Efficiency
Removed data duplication and reduced maintenance effort
Improved User Experience
Enabled managers to work directly within Workday without navigating external systems
Leadership Visibility
Provided HR leadership with timely, accurate reporting on promotion nominations
Strategic Alignment
Brought talent processes into the Workday ecosystem, aligning with long-term HR technology strategy