Workday Gold

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In this episode of Workday Gold, Keith sits down with Bao Le, Senior Director of the HR Practice at Innova, to discuss one of the most overlooked parts of a Workday project: the handover from sales to delivery. Bao shares why project success is not just about the technology, but about how well expectations, scope, context, and trust are carried from one team to the next.
Keith and Bao also discuss how AI can help improve transparency by reviewing transcripts, RFPs, scope documents, and meeting notes, while still requiring strong human judgment. They explore MVP expectations, the risk of “handover” becoming “hangover,” and how consultants can grow from technical builders into strategic advisors by understanding the business “why” behind each request.
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith and Bao Le on LinkedIn at: 
https://www.linkedin.com/in/keith-bitikofer/
https://www.linkedin.com/in/quang-bao-le/

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What happens after Workday go-live is often more important than the implementation itself.
In this part 2 episode with Kris Kelpe, Keith and Kris explore how organizations can improve Workday adoption through better operational design, report organization, dashboards, governance, and navigation strategies. They discuss the growing importance of techno-functional employees, practical ways to reduce support tickets, and how Workday Hubs and dashboards can work together to create smoother user experiences. If your organization struggles with navigation complexity, user adoption, or operational consistency, this episode is packed with practical ideas and real-world examples.
Actionable Insights:
Use report tags consistently to organize reporting by department or process area.
Create “report of reports” dashboards to help users quickly find the reports they need.
Use business-friendly language instead of Workday terminology whenever possible.
Prototype dashboards quickly instead of waiting for a perfect long-term design.
Give carefully selected techno-functional users ownership of maintaining dashboards.
Reduce support tickets by organizing recurring tasks and documentation in departmental-specific dashboards.
Use Hubs for broad navigation and dashboards for operational execution.

TWO Presentation PDFs for "Content" Dashboard ideas and instructions:
- Kris Kelpe's Presentation
-  Keith's Presentation
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith and Kris Kelpe on LinkedIn at: 
https://www.linkedin.com/in/keith-bitikofer/
https://www.linkedin.com/in/kristinakelpe/
For more information about Legato Strategic Consulting:
https://www.legatostrategic.com/

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What makes a Workday implementation truly successful? According to Kris Kelpe, sometimes the best go-live is the quiet one.
In this episode of Workday Gold, Keith sits down with Kris to discuss how organizations can improve Workday adoption through better user experience design, content dashboards, and operational navigation strategies. They explore practical ways to help users find reports, complete processes, reduce confusion, and create smoother day-to-day operations using delivered Workday functionality. If your organization struggles with adoption, training fatigue, or operational consistency, this conversation offers practical ideas you can apply immediately.
Actionable Insights:
Create department-specific dashboards instead of relying on generic navigation.
Organize reports and tasks in the sequence in which users actually perform their work.
Use Workday bulletins and quick links to centralize policies, guides, and recurring tasks.
Reduce “search fatigue” by simplifying security and report visibility.
Think of dashboards as operational workspaces, not just reporting pages.
Invest in user experience during implementation, not only after go-live.
Even mature Workday customers can improve adoption by redesigning navigation and content organization.
TWO Presentation PDFs for "Content" Dashboard ideas and instructions:
- Kris Kelpe's Presentation
-  Keith's Presentation
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith and Kris Kelpe on LinkedIn at: 
https://www.linkedin.com/in/keith-bitikofer/
https://www.linkedin.com/in/kristinakelpe/
For more information about Legato Strategic Consulting:
https://www.legatostrategic.com/

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In this episode of Workday Gold, Keith Bitikofer talks with Kermick Santos, Product Owner, HR Strategy and Transformation at Charles Schwab. Kermick shares his journey from software development on Wall Street into the Workday ecosystem, along with lessons learned from working across different company sizes, industries, and Workday roles.
Keith and Kermick discuss Workday Skills Cloud, Talent Marketplace, Career Hub, Workday Learning, Sana Learn, AI agents, learning migration challenges, and career advice for Workday professionals. This conversation is especially valuable for anyone thinking about talent strategy, learning adoption, skills, AI-enabled support, or how to grow from hands-on Workday work into broader strategy and solution leadership.
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith and Kermick on LinkedIn at: 
https://www.linkedin.com/in/keith-bitikofer/
https://www.linkedin.com/in/kermick-santos-a0718a25/

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Alan Shearer, cofounder of SparkMind AI Agency, returns to Workday Gold for Part 2, a focused conversation on AI in the Workday ecosystem. Host Keith Bitikofer and Alan trade stories from the front lines of client work, where the automation that felt like science fiction 18 months ago is already live. If you have been watching the AI announcements pile up and wondering where to start, this one is for you.
Keith and Alan dig into the AI Lab model, breaking roles apart by task, the Incubane 147-task HRIS matrix, Flex Credits, and token-based pricing, and a practical prompt you can run on yourself to build a personal AI plan. Workday consultants, support professionals, HR and finance leaders, and anyone curious about what AI means for their day-to-day work will find something useful in this one.
For information on all of Keith's books and his coaching services, visit KeithBitikofer.com and https://books2read.com/keith-bitikofer
Connect with Keith and Alan on LinkedIn at: 
https://www.linkedin.com/in/keith-bitikofer/
https://www.linkedin.com/in/alanshr/

For more information about Sparkmind AI Agency:
sparkmindagency.ai or email Alan at [email protected]
Click here to access Alan's AI Displacement Risk Prompt