FOCUSED ENGAGEMENT
Prism Analytics Planning Workshop
Agree data grain, ownership and acceptance measures before building datasets and reports.
Who this is for
Finance and reporting teams evaluating how Workday and external data should come together to answer a defined business question.
What we review
- Business questions, report consumers and intended decisions
- Available source datasets and refresh expectations
- Access boundaries, mapping rules and current reports
What you receive
- Business-question-to-data requirements map
- Dataset grain and transformation outline
- Refresh, ownership and security decision log
- A prioritized implementation backlog with acceptance criteria
How the engagement works
- Align: identify one business objective, the relevant systems and the people who can make decisions.
- Review: examine agreed evidence and walk through the workflow with your team.
- Prioritize: discuss findings, assumptions and practical next steps.
- Hand over: provide the agreed assessment artifacts and a walkthrough.
Scope and commercial terms
Timing, fees, access arrangements and deliverables are agreed in writing before work begins. We define the number of sources, interfaces, reports or workflows included so the engagement stays focused.
A discovery and design workshop. Dataset development and production access are separately scoped.
For initial conversations, share only a high-level summary. Any production access or confidential data exchange requires an agreed secure process.
Read the practical preparation guide → · Preview sample deliverables →