Case Studies

DigitalTransformationQualityEngineeringSoftwareTestingTestManagement

Driving a successful HR transformation rollout for a large consumer organisation

Bringing quality to the table for a nationwide HR transformation.

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A large, multi-location consumer-facing organisation set out to modernise its HR systems by implementing Workday’s Human Capital Management (HCM) platform. With a distributed workforce across multiple locations, ensuring a seamless transition without disruption to core HR operations was critical.

Phase 1 focused on implementing core HCM modules, requiring robust validation of key functionalities and integrations to support business continuity from day one.

Planit was engaged as the Quality Assurance partner to bring structure, control and confidence to a complex and high-risk rollout. Beyond test execution, we improved test coverage, introduced governance and addressed inefficiencies in existing tools to keep delivery on track.

Key Outcomes:

Smooth and successful go-live of Workday HCM Phase 1

Reduced delivery risk through structured and risk-based testing

Improved confidence in system stability and readiness

Enhanced visibility and governance of test activities

Clear roadmap for future improvements, including test management tooling

Unpacking the project challenges

The program faced several early challenges that introduced delivery risk:

  • Requirements from the platform vendor lacked structure and prioritisation, creating ambiguity in testing scope.

  • Complex integrations required thorough validation to avoid downstream operational issues.

  • Existing tools used for test design and defect tracking limited scalability and visibility.

  • Time zone differences impacted stakeholder alignment and workshop participation.

  • Absence of prioritised test scenarios delayed early execution.

Given the scale of the rollout, any delays or defects at go-live could have led to operational disruption, increased costs and loss of stakeholder confidence.

A strategic approach from day one

Planit quickly embedded into the program and established a structured testing approach:

Defined a clear testing roadmap aligned to business priorities.

Applied a risk-based testing strategy to focus on critical scenarios.

Identified and addressed gaps in requirements early to reduce rework.

Enabled real-time collaboration through structured communication channels.

Managed integration validation and triaged issues proactively.

We also recommended transitioning to a more robust enterprise test management tool to improve traceability, visibility and scalability in future phases.

A hybrid onshore–offshore delivery model ensured strong stakeholder engagement while maintaining execution efficiency.

Delivering results with precision and partnership

Planit’s role extended beyond execution to include governance, stakeholder alignment and continuous quality oversight.

This approach enabled a controlled and successful Phase 1 go-live, with no disruption to core HR operations.

Results included:

  • 900+ unit test cases designed to support structured client execution.

  • 800+ end-to-end test scenarios designed and executed by Planit.

  • Sustained execution velocity during peak testing cycles.

  • Clear, detailed test documentation enabling seamless internal adoption.

  • Improved visibility and governance across all test activities.

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Ensure Test Team Effectiveness

Planit provides controlled and effective test solutions, supported by highly experienced test managers whose continuous focus on business and system objectives, key project drivers and product risk ensures that projects always meet our clients’ quality goals, and are delivered on time and within budget.
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