Advisory Retainer Services
"We need a thought partner, not another project."
Not every Workday challenge requires a project. Sometimes the real need is clarity: an outside perspective on decisions that don't fit a support ticket or a scoped engagement. Advisory gives you ongoing access to senior expertise for the strategic questions that keep stalling.
THE PROBLEM
What's actually happening
Some decisions don't have a ticket queue.
Should you renew your AMS contract or build internal capability? How do you prioritize competing requests when everything feels urgent? Who should own what when HR, Finance, and IT all have a stake? You're about to go through an acquisition. What needs to be stable before integration? Your Workday Director just left. How do you avoid losing ground while you backfill?
These questions sit in leadership's inbox, get discussed in hallway conversations, and stall because no one has the time, context, or outside perspective to push them forward.
The cost isn't always visible, but it's real: delayed decisions turn into misaligned teams, reactive spending, and missed opportunities to improve how Workday supports the business.
THE SOLUTION
What we do
We provide structured, leadership-level support for Workday decisions that require strategic thinking rather than system configuration.
You get access to a partner who has seen these patterns across dozens of organizations and can help you think through what's actually at stake and what to do about it.
Whether you're an executive making platform-level decisions or a Workday leader building the case for change, Advisory provides the outside perspective and structured support to move forward with clarity.
WHAT TO EXPECT
How it works
Scheduled Sessions
Regular conversations (monthly or bi-weekly depending on tier) focused on whatever decisions or challenges are active. Sessions are structured but flexible, driven by what you need most.
Session Summaries & Recommendations
After each session, you receive a summary of what was discussed, key decisions made and recommended next steps. This creates a record of progress and ensures nothing falls through.
Quarterly Strategic Reviews
For multi-month engagements, we conduct quarterly reviews to assess what's changed, what's working, and where to focus next.
What we need from you:
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Willingness to share context openly so we can provide useful guidance
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Access to relevant stakeholders when decisions involve multiple functions
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Commitment to scheduled sessions (rescheduling is fine, but consistency matters)
Advisory works best when you treat it as a standing resource, not something you remember exists when a crisis hits.
What's included
Month-to-month engagement. No long-term commitment required.
Common uses:
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AMS renewal vs. internal capability decisions
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Roadmap prioritization and enhancement evaluation
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Governance and decision-making frameworks
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Leadership alignment across HR, Finance, and IT
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Acquisition readiness and integration planning
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Leadership transitions and backfill strategy
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Implementation partner evaluation and pre-implementation guidance
Results
Financial Services Organization A financial services organization was paying $10,000/month for AMS support but questioning whether it was delivering value. Through structured advisory, we helped them evaluate their actual support needs against what the AMS was providing, assess their internal team's capacity, and develop a roadmap-aligned support strategy. They determined they could redistribute work internally and engage project-based support as needed. The result was $10,000/month in savings and a support model better suited to how their organization actually operates.
Advisory surfaces the decisions that have been stalling and provides the outside perspective to move them forward. The value isn't the conversation. It's what you're able to decide and act on because of it.