Client:

Our client, a prominent global leader in the finance, banking, and professional services sector, manages a vast workforce with critical compliance training requirements. Their commitment to regulatory adherence and ethical business practices necessitates robust and efficient systems for employee education and attestation.

Challenge:

The client faced a common hurdle for large enterprises: ensuring seamless, trackable, and user-friendly completion of mandatory compliance training, specifically regarding Conflict of Interest (COI) and Outside Business Activity (OBA) declarations. The existing processes were cumbersome, leading to delays, administrative overhead, and a less-than-optimal user experience. They needed a solution that could deliver the training content and meticulously capture and store attestations, integrate with their existing HR systems, and provide a clear audit trail. Furthermore, the solution had to be adaptable to evolving regulatory landscapes and offer an intuitive interface for their global employee base.

The Solution:

Dispatch Integration partnered with the client to design, build, and implement an Extend Learning App, a custom Workday application designed to streamline and enhance their compliance training workflow. 

We leveraged our DELIVER application development methodology to ensure the solution met all functional and non-functional requirements and was secure, scalable, and supportable.

Our approach focused on a comprehensive product development strategy:

1. Seamless Workday Integration: We installed and configured the Extend Learning App directly within the client’s Workday tenant, leveraging the robust Workday App Manager for easy deployment and management. 
2. Robust Security and Access Control: We established dedicated Integration System Users (ISU) and Integration System Security Groups (ISSG) to ensure secure data exchange between the Extend Learning App and Workday. API Clients were meticulously set up, granting the necessary scopes and tenant access for smooth communication.
3. User-Friendly Experience:  We designed a clear, guided process that allows employees to “Save for Later” and return without losing progress, significantly improving flexibility and engagement.
4. Streamlined Workflow & Data Integrity: We automated the capture of completed and in-progress records, creating a reliable audit trail and reducing administrative effort. The application’s workflow was engineered to manage both submission and “save for later” scenarios, with answers pre-populated upon re-access.
5. Rigorous Validation and Control:  We applied validations to ensure all required information is completed before submission, and implemented safeguards to prevent duplicate records.”

Value Delivered:

The implementation of the Extend Learning App delivered significant value across the organization:

• Enhanced Compliance Assurance: The automated workflow and robust data capture ensured accurate and timely completion of critical COI and OBA attestations, strengthening the client’s regulatory compliance.
• Increased Operational Efficiency: Streamlined training and attestation processes significantly reduced manual administrative work, freeing HR and compliance teams to focus on higher-value activities.
• Superior Employee Experience: The user-friendly interface, “Save for Later” functionality, and clear workflow reduced friction for employees, leading to higher completion rates and improved satisfaction with the compliance process.
• Improved Data Integrity and Auditability: Centralized data storage within Workday and the automatic recording of questionnaire versions and completion dates provided a reliable and easily auditable record for internal and external reviews.
• Scalability and Adaptability: A flexible, Workday-based solution designed to grow with the organization and adapt seamlessly to evolving compliance requirements.

Summary:

By partnering with Dispatch, this global financial leader successfully transformed its critical compliance training process. The Extend Learning App addressed their immediate challenges of efficiency and data integrity and provided a future-proof solution that enhances both regulatory adherence and the employee experience. By building this application using Workday’s Extend framework, the client received a tailored solution for their exact business requirements that is secure, manageable, familiar to users, and cost-effective.