Case Study

Successful Transition from Ellucian Banner to Workday: Data Migration, Integration and Support Services

Engagement Summary

The client was transitioning from Ellucian Banner to Workday ERP to modernize its administrative systems to better align with institutional goals. Kastech was engaged to support this transition by providing Banner-to-Workday data migration services, building multiple integrations and also providing managed services for Banner Student modules.

Client Background

The client is a leading HBCU academic health sciences institution renowned for its dedication to healthcare education, research, and service. With a mission to serve underserved communities, the college strives to lead in innovation and operational excellence.

Business Challenges:

The transition involved multiple challenges.

  • Managing a large volume of complex data across various departments, including Admissions, Financial Aid, Student Records, with strict timelines and the need to maintain data integrity throughout the process.
  • The data in Ellucian Banner needed extensive cleanup before it was loaded to Workday.
  • Data not available in the legacy system but mandatory in the target system, along with limited support from business users who were busy with their current responsibilities.
  • Operational continuity during the transition.
  • Complex Expense types.

The client wanted to ensure a successful migration to Workday while addressing critical data and integration challenges. The goal was also to maintain continuity during transition, enhance operational efficiency, and expand Workday capabilities through Phase X implementation of the Expense module.

The Kastech Solution

  • Kastech implemented a structured data conversion plan, utilizing advanced ETL scripts to extract, transform, and load data. Our team developed detailed data mappings and crosswalks, conducted rigorous testing, and ensured seamless data migration with minimal disruption to ongoing operations.
  • Kastech built around twenty-five (25) integrations to connect Workday with external systems, such as financial and academic platforms, ensuring smooth data exchange and improved functionality.
  • Throughout the transition, we provided legacy system support to maintain uninterrupted operations and address any emerging challenges.
  • We completed Phase X optimization by implementing the Workday Expense module.

Results & Business Impact

The engagement delivered measurable outcomes, including:

Improved Data Quality

Executed precise data migration from Banner, conducting thorough validation to ensure data accuracy and integrity.

Legacy Support

Ensured minimal disruption to ongoing operations by providing lights-on support for the Ellucian Banner system. The client had complete peace of mind.

Enhanced Expense Management

Enabled better expense tracking, financial transparency, and policy compliance.

Supported User Adoption

Equipped users with tools and training for effective Workday adoption and sustained performance.

Learn how we support organizations with Workday.