According to a tip we received yesterday from a very frustrated auditor at RSM, the firm’s recent switch to Workday isn’t working.
Effective 8/1/23, RSM’s scheduling, time management, billing and CRM system all merged to one system called Workday. Before the implementation all those modules were handled by a different software. We were happy with the old system. However, this Workday implementation is not going well at all. Now it takes more than double to enter our time, Billing people can’t send out invoice as they used to (used to take them 10 minutes to invoice now 3 hrs), no one knows how and where we can retrieve WIP reports.
Here’s how it was supposed to go according to a 2021 press release from Workday:
With Workday, RSM will:
- Leverage one system for its global finance, people, and project data to efficiently monitor business performance, engage with its growing workforce, and change at the speed demanded by clients
- Create an end-to-end project billing process in the cloud, improving efficiency and gaining greater visibility into financial performance
- Eliminate silos to streamline time tracking for greater operational visibility and performance across the company’s 13,000 employees
“We have ambitious growth and revenue goals and recognized we needed to accelerate our digital transformation initiative to support those goals. With Workday, we can break down data silos, streamline processes, and eliminate inefficiencies in order to better manage our performance as we scale. As important, we expect to elevate our customer service as we continue to focus on being the RSM First Choice Advisor among middle market companies and showing our customers the power of being understood,” said Brian Vickers, controller, RSM US LLP.
How it’s actually going according to our tipster:
We can’t even generate a report to compare budget hours and actual hours. From managers to partners, no one knows the answer as to when and how. Some people call “Workday” “Worst-day.”
Good one. They added:
Many processes now work together (in theory) such as time entry, billing & invoice system, our payroll system etc. As of today, not all functionality of Workday is available to us. RSM has not informed us when the functionality would be available.
Thoughts and prayers to everyone at RSM during this difficult time.