The Challenge
A Higher Education Institution needed to automate billing for over 1,000 employees who were paid internally but worked on behalf of an external partner. This “billback” process had previously been handled through a legacy ERP (PeopleSoft) using multiple data sources to gather employee, payroll, and cost center information.
The process was manual, fragmented, and difficult to scale. With the shift to Workday, there was a critical opportunity to streamline and centralize this billing workflow directly within the new platform.
My Role
I re-designed the inter-organizational billing process within Workday, replacing a fragmented PeopleSoft workflow with a scalable, automated integration known as the Boomerang Integration.
Using data from Workday’s HCM and Payroll modules—such as employee records, cost center allocations, and pay slips—I designed a solution that automatically generated customer invoices aligned with each payroll cycle. I worked closely with finance stakeholders and integration developers to ensure the process was accurate, auditable, and aligned with compliance needs.
The integration significantly reduced manual effort, improved billing accuracy, and created a reusable framework for future automation initiatives.
The Impact
⏱ Time Savings: Reduced billing cycle efforts from several days to a few hours per payroll run.
🧾 Billing Accuracy: Significantly improved data consistency, reducing back-and-forth with the partner organization.
🧠 Process Ownership: Empowered internal Finance teams to own and monitor the invoicing process directly in Workday.
🔄 Foundation for Scale: Created a reusable integration model for other cost recovery workflows across departments.
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