Month: January 2026

Doctor Roster App: Smarter Roster Tracking in Workday

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Case Study

Doctor Roster App: Smarter Roster Tracking in Workday

Engagement Summary

To bring clarity to how doctor time and procedures were being tracked, the client partnered with E1 to build the Doctor Roster Application. Embedded within Workday, the solution introduced a simple, structured way for clinics to capture daily activity while ensuring data was consistent and ready for reporting. It improved visibility, reduced manual effort, and created a dependable foundation for reporting and operational planning.

Client Background

Operating in the U.S., the client is a nationwide dental services organization managing a large network of clinics and practicing doctors. With clinicians working across multiple locations, the organization needed a more reliable way to capture doctor time and procedure activity to support accurate reporting and operational oversight.

Business Challenge

As clinical operations scaled across multiple locations, the client lacked a reliable way to capture and analyze how doctor time and procedures were being recorded. This created visibility gaps and operational inefficiencies that limited accurate reporting and decision-making.

  • Site managers lacked an effective tool to record how much time doctors spent at each location
  • The types of procedures performed by each doctor were not captured consistently, making downstream reporting and analytics difficult
  • Manual reporting methods introduced data gaps, inconsistencies, and added administrative overhead
  • The client needed a Workday-native solution to streamline roster tracking and improve reporting accuracy

Goals & Objectives

The client aimed to improve visibility into doctor activity across locations while reducing the effort required to capture and manage this information. The objective was to replace manual tracking with a consistent, Workday-native approach that supported accurate reporting, improved operational insight, and enabled more informed decision-making. The solution also needed to scale easily across clinics while maintaining simplicity for daily use by site teams.

The E1 Solution

To bring structure and clarity to doctor time tracking, E1 implemented the Doctor Roster App, an intuitive, Workday-native solution built to support consistent data capture and reporting across clinic locations. The solution improved accuracy, reduced manual effort, and strengthened operational oversight.

  • Roster Management: Enabled site managers to record doctor time by location through an intuitive, easy-to-use interface
  • Procedure Tracking: Captured detailed information on the types of procedures performed, supporting consistent categorization and reporting
  • Data for Reporting: Structured data to enable seamless use across downstream reporting and analytics processes
  • Workday Extend Build: Embedded directly within Workday to ensure consistency, security, and ease of adoption

Results & Business Impact

The engagement delivered measurable outcomes, including:

Improved Data Accuracy

Standardized the capture of doctor time and procedure data across all locations

Reduced Manual Effort

Eliminated paper-based and ad-hoc reporting processes

Enhanced Reporting

Enabled reliable downstream analytics to support operational and financial insights

Better Visibility

Provided leadership with clearer visibility into doctor productivity and service mix

Scalable Design

Supported high-volume data entry and expansion across multiple locations

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Supplier Invoice Portal: Reimagining Invoice Management with Workday Extend

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Case Study

Supplier Invoice Portal: Reimagining Invoice Management with Workday Extend

Engagement Summary

As invoice volumes increased and manual processes became harder to sustain, the client partnered with E1 to reimagine how supplier invoices were managed. Using Workday Extend, E1 delivered a centralized Supplier Invoice Portal that simplified submission, improved data accuracy, and brought greater transparency to the end-to-end invoice lifecycle. The result was a faster, more controlled process that strengthened collaboration between finance teams and suppliers.

Client Background

The client is a large U.S.-based automotive services and repair organization operating a nationwide network of locations. Managing a broad supplier ecosystem across multiple finance systems, the organization required a more efficient and automated approach to handle supplier invoice submission, validation, and processing at scale.

Business Challenge

The core challenges that surfaced while managing supplier invoice submissions and validation include:

  • Suppliers relied on manual invoice submission methods, resulting in delays and increased administrative effort
  • Finance teams were required to reconcile invoices across multiple systems, adding complexity and increasing the risk of errors
  • Limited automation and lack of real-time visibility led to slow processing and a poor supplier experience
  • The organization needed a centralized, digital solution integrated with existing finance systems to improve speed, accuracy, and transparency

Goals & Objectives

The organization aimed to bring greater control and predictability to its supplier invoice operations. With increasing volume and complexity, the primary objective was to establish a centralized, automated solution that could improve accuracy, accelerate processing cycles, and provide greater transparency across supplier interactions. In parallel, the organization sought to reduce operational complexity, strengthen financial controls, and enable finance teams to manage growing invoice volumes with greater confidence and efficiency.

The E1 Solution

Recognizing the need for a more reliable and scalable invoicing process, E1 introduced the Supplier Invoice Portal to simplify submission, validation, and processing workflows. The solution replaced fragmented, manual workflows with an automated and integrated experience that improved efficiency, accuracy, and visibility across the invoice lifecycle.

By combining intelligent automation with seamless system integration, E1 enabled finance teams to operate with greater control while providing suppliers with simpler, more transparent submission experience.

  • Supplier-Facing Portal: Enabled suppliers to upload invoices directly through a centralized Workday Extend interface, reducing dependency on manual channels
  • OCR Integration: Leveraged advanced OCR technology to automatically extract invoice data and improve accuracy
  • Validation Engine: Cross-checked invoice data across multiple finance systems to ensure consistency and compliance
  • Workflow Automation: Routed validated invoices to the appropriate finance systems for efficient processing
  • Status Visibility: Provided suppliers with real-time visibility into invoice status, significantly reducing follow-ups and inquiries

Results & Business Impact

The engagement delivered measurable outcomes, including:

Streamlined Supplier Invoicing

Enabled faster, first-time submission through a simplified intake process

Reduced Manual Effort

Minimized data entry and reconciliation through OCR and automated validation

Improved Accuracy

Ensured invoice data aligned across multiple finance systems

Enhanced Supplier Experience

Provided self-service visibility into invoice status and progress

Strengthened Financial Control

Improved compliance through automated validation and governance

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Learning Mass Update App: Simplifying Training Compliance in Workday

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Case Study

Learning Mass Update App: Simplifying Training Compliance in Workday

Engagement Summary

Managing training compliance across a large, distributed workforce requires speed, accuracy, and simplicity. To address growing operational complexity on the shop floor, the client engaged E1 Consulting to rethink how learning completions were managed at scale. Through a purpose-built Workday Extend solution (Learning Mass Update App), E1 enabled faster updates, reduced manual effort, and delivered a practical, user-friendly experience that fit seamlessly into daily operations.

Client Background

Operating across the United States, the client is a large nationwide automotive repair chain supported by a dispersed workforce of shop floor employees. To keep pace with operational demands, the organization required a more efficient way to manage compliance and skills training records across its locations.

Business Challenge

With large groups of employees completing training simultaneously, existing processes became difficult to manage and increasingly inefficient.

  • Shop floor managers needed a simple way to record completion of on-site training courses
  • Workday’s delivered process required managers to select and update each employee individually, resulting in time-consuming and error-prone workflows
  • The client required a faster, more scalable solution to accurately capture learning completions, particularly during high-volume training sessions

Goals & Objectives

The client needed a faster and more practical way to record training completions across a high-volume, shop-floor environment. The objective was to eliminate manual effort, reduce dependency on repetitive system actions, and give managers a simple way to update learning records in real time. At the same time, the solution needed to maintain accuracy, support compliance requirements, and scale easily as training volumes increased.

The E1 Solution

Drawing on practical experience supporting high-volume operational teams, E1 delivered the Learning Mass Update App to simplify and accelerate training completion workflows. The solution was designed to remove manual inefficiencies while enabling managers to update learning records quickly and accurately within Workday.

  • Batch Update Functionality: Enabled managers to mark learning completion for multiple employees in a single action
  • One-Click Process: Reduced effort by minimizing the steps required compared to Workday’s delivered functionality
  • User-Friendly Interface: Designed specifically for shop floor managers, with a simple and intuitive layout optimized for fast use
  • Workday Extend Build: Seamlessly embedded within the Workday Learning environment, eliminating reliance on external tools

Results & Business Impact

The engagement delivered measurable outcomes, including:

Time Savings

Reduced update effort from minutes per employee to a single action for an entire group

Manager Efficiency

Freed up shop floor managers to focus on daily operations rather than administrative tasks

Improved Accuracy

Minimized the risk of missed or inconsistent training completions

Compliance Assurance

Ensured training records were updated promptly, supporting regulatory and safety requirements

Enhanced Adoption

Achieved strong manager adoption due to the solution’s simplicity and effectiveness

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Web Clock Attestations: High-Volume Time Compliance with Workday Extend

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Case Study

Web Clock Attestations: High-Volume Time Compliance with Workday Extend

Engagement Summary

When thousands of employees clock in within a narrow time window, even small inefficiencies can create significant operational and compliance risks. To address this, the client partnered with E1 to reimagine its time and attendance experience through a custom Web Clock solution built on Workday Extend. The solution balanced speed, reliability, and compliance—ensuring seamless clock-ins while maintaining accuracy and regulatory confidence.

Client Background

Our client is a large automotive retail organization operating across North America, supporting more than 7,000 employees who clock in within a 1-hour window each day. With such a high-volume workforce activity and strict compliance requirements, the organization required a scalable and reliable approach to managing time tracking and regulatory obligations across locations.

Business Challenge

The organization faced a range of time-tracking and compliance challenges that required immediate attention.

  • The existing Workday Web Clock did not fully comply with California Meal Premium regulations
  • The absence of attestation workflows exposed the organization to multi-million-dollar compliance fines and financial risk
  • High-volume usage required a robust, tamper-proof solution capable of supporting thousands of employees simultaneously

Goals & Objectives

The organization identified the need to establish a reliable and compliant foundation for time tracking that could withstand high-volume usage without compromising accuracy or control. The primary objective was to introduce a secure, scalable solution that ensured regulatory adherence while supporting thousands of employees clocking in simultaneously. Additionally, the client aimed to strengthen audit readiness, reduce compliance exposure, and create a seamless experience that balanced operational efficiency with workforce trust.

The E1 Solution

E1 Consulting leveraged Workday Extend and custom design capabilities to deliver a mission-critical attestation solution that strengthened compliance, reduced legal risk, and supported high-volume operational demands. The Web Clock solution was purpose-built to address regulatory requirements while ensuring reliability and scalability for a large, distributed workforce.

  • Custom Web Clock Experience: Replaced the delivered Web Clock with a compliant, tailored check-in experience aligned with the client’s labor regulations
  • Meal Premium Compliance: Designed an attestation mechanism within the check-in flow to ensure employees confirmed required breaks
  • Time-Tampering Prevention: Introduced logic to detect and prevent manipulation of clock-in and clock-out activity
  • Scalable Design: Optimized to support 7,000+ employees logging in within a concentrated time window

Results & Business Impact

The engagement delivered measurable outcomes, including:

Compliance assurance

Fully aligned with California labor laws, reducing regulatory exposure

Risk mitigation

Prevented potential multi-million-dollar fines through consistent and auditable compliance

Employee adoption

Achieved strong workforce adoption due to a simple, intuitive user experience

Operational scale

Seamlessly supported thousands of users clocking in during peak usage windows

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Compensation Forecaster App for Pay Planning with Workday Extend

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Case Study

Compensation Forecaster App for Pay Planning with Workday Extend

Engagement Summary

To support more informed and efficient compensation planning, the client partnered with E1 to implement the Compensation Forecaster App using Workday Extend. This powerful solution enabled advanced modeling and forecasting of pay changes across the workforce, providing real-time visibility into cost impacts and compensation scenarios. By combining analytics, forecasting, and execution within a single Workday experience, E1 Consulting helped the organization move toward more data-driven, accurate, and scalable compensation decision-making.

Client Background

Operating at scale as a retail giant in the U.S., the client oversees a broad and distributed workforce. As compensation planning grew more complex, the organization sought a more data-driven, scalable approach to compensation planning while maintaining accuracy, consistency, and financial discipline.

Business Challenge

The key constraints that the client faced while managing compensation planning at scale are:

  • The need for the compensation team to revise pay for large groups of employees efficiently and accurately
  • The lack of ability in existing processes to model and forecast the financial impact of compensation changes
  • A requirement for leadership to analyze scenarios across multiple dimensions, such as location, region, and store, before approving changes
  • Manual analysis and updates that increased the risk of errors and slowed down the overall compensation cycle

Goals & Objectives

The client set out to bring greater clarity and confidence to compensation planning across the organization. Rather than relying on static analysis or manual adjustments, the goal was to introduce a more dynamic way to evaluate pay scenarios, understand cost implications, and support informed decision-making. The organization also aimed to reduce operational friction, improve consistency across regions, and ensure that compensation changes could be executed efficiently within Workday without disrupting existing processes.

The E1 Solution

E1 Consulting leveraged its extensive domain knowledge and agile delivery approach to deliver the Compensation Forecaster App, a Workday Extend–based solution designed to enable data-driven compensation planning at scale. By combining forecasting, analysis, and execution within Workday, E1 helped the client drive faster, more accurate, and more controlled compensation decisions across the organization.

  • Advanced Modelling Engine: Enabled simulation of pay revisions across employee groups with real-time cost calculations
  • Multi-Dimensional Analysis: Allowed compensation teams to slice scenarios by location, region, and store for granular insights
  • Forecasting Mechanisms: Incorporated variables such as average daily hours worked to deliver accurate cost projections
  • Execution Capability: Allowed approved compensation changes to be applied directly to worker records, ensuring seamless data updates

Results & Business Impact

The engagement delivered measurable outcomes, including:

Improved decision-making

Provided real-time cost visibility to support informed pay revision decisions

Greater efficiency

Reduced manual analysis and eliminated spreadsheet-heavy workflows

Enhanced accuracy

Improved forecasting precision, minimizing the risk of under- or over-budgeting

End-to-end process

Combined scenario planning and execution within a single application

Scalable solution

Supported enterprise-level compensation changes across thousands of employees

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