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.

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.

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

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