Areti Group Ltd
Workday Salesforce Integration and Management
Areti integrates data from Salesforce.com with Workday and update customer activity in Salesforce to keep your back office aligned with your sales. We help eliminate siloed information from CRM,finance,and HR systems as well. We map Salesforce.com to Workday with user- friendly dashboards to provide a seamless and familiar Salesforce.com user-experience.
Features
- Integrate Salesforce CRM and Sales Cloud with Workday Financial Management
- Platform Proof of Concept
- Custom Managed Services On-Demand
- Value mapping specifying your desired frequency for data synchronization
- Configure the mapping in Salesforce to objects in Workday
- Update customers in Workday when accounts are updated in Salesforce
- Update Salesforce when invoices,payments,or adjustments are made in Workday
- Lightning-mode capable
- Create opportunities and resource plans in Workday from Salesforce events
- Integrations and trigger timing with the sync log activity dashboard
Benefits
- Reduced time to value
- Streamline and automate the opportunity-to-cash process
- Eliminate manual or duplicate processes, reduce errors, increase visibility
- Seamless deployment, provided by experts in the HTS Methodology
- Trusted advisor with domain experience
- Improve customer satisfaction with deeper alignment and operations
- Reduces time, costs, and effort required to integrate by 30-50%
- Early visibility in to the project lifecycle with preclosed projects
Pricing
£450.00 to £1,450.00 a unit
- Education pricing available
Service documents
Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format,
email the supplier at pete.kelly@areti.io.
Tell them what format you need. It will help if you say what assistive technology you use.
Framework
G-Cloud 14
Service ID
4 3 2 6 4 7 0 7 2 2 0 7 8 6 0
Contact
Areti Group Ltd
Peter Kelly
Telephone: +447814459458
Email: pete.kelly@areti.io
Planning
- Planning service
- Yes
- How the planning service works
-
Areti Group offers a robust service planning approach for Workday implementation, catering to the unique needs of the UK public sector. The planning process begins with an in-depth analysis of the organization's current systems and processes to identify how Workday can best enhance operational efficiency and meet strategic objectives. A customized implementation roadmap is then developed, outlining critical milestones, resource allocation, and timelines.
Throughout the planning phase, Areti ensures alignment with organizational goals, integrating Human Capital Management (HCM), Financial Management, and Payroll systems seamlessly. The plan also includes comprehensive testing and change management strategies to ensure smooth adoption and minimal disruption. Knowledge transfer sessions are embedded to equip internal teams with the necessary skills for ongoing Workday management, ensuring the organization is well-prepared for new system ownership and operation. - Planning service works with specific services
- No
Training
- Training service provided
- Yes
- How the training service works
- We provide a comprehensive training service to support the successful adoption of your cloud services. We work closely with our clients to fully understand their training needs and build a customised approach to ensure the transition to cloud services is successful. We can provide a range of training delivery options from on-site one-to-one coaching, facilitated group training sessions, video tutorials, training documentation and video conference training sessions. We actively help to coach and train your staff throughout our engagements, through a collaborative and transparent approach.
- Training is tied to specific services
- No
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
- Areti Group provides comprehensive support for service migration, ensuring a smooth transition to Workday systems. The process begins with a thorough assessment of existing legacy systems to identify data and functionalities for migration. Areti's team carefully plans the migration strategy to ensure data integrity and system compatibility. The migration is executed with precision, utilizing custom tools and methodologies to transfer data securely and efficiently. Throughout the migration, Areti maintains close collaboration with the client’s team, providing real-time updates and addressing any concerns. Post-migration, Areti conducts extensive testing to verify the accuracy and functionality of the new system. This meticulous approach ensures that the migration is seamless, with minimal impact on the organization’s daily operations, enabling a successful transition to an enhanced Workday environment.
- Setup or migration service is for specific cloud services
- No
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
-
Areti Group rigorously upholds quality assurance and performance testing throughout the implementation of Workday services. The process begins with detailed test planning, outlining key performance indicators and benchmarks tailored to the organization's specific requirements. Areti employs a combination of manual and automated testing techniques to thoroughly examine every aspect of the Workday implementation, from individual functionalities to comprehensive system integrations.
Performance tests are designed to simulate real-world usage conditions to ensure the system can handle expected operational loads. Any issues identified during testing are promptly addressed to optimize system performance and reliability. This meticulous approach to quality assurance and performance testing ensures that the Workday system is robust, secure, and performs optimally under all conditions, delivering a reliable and efficient solution for the organization.
Security testing
- Security services
- No
Ongoing support
- Ongoing support service
- No
Service scope
- Service constraints
- Support is available remotely
User support
- Email or online ticketing support
- No
- Phone support
- No
- Web chat support
- No
- Support levels
- Additional support is available by negotiation.
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Up to Security Clearance (SC)
Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Cyber essentials plus
- No
- Other security certifications
- No
Social Value
- Social Value
-
Social Value
- Fighting climate change
- Tackling economic inequality
- Wellbeing
Fighting climate change
At Areti Group, we understand that caring for the environment is not just a responsibility but also an opportunity to make a positive impact on our planet and communities. We are committed to sustainability in all aspects of our operations, from reducing our carbon footprint to promoting eco-friendly practices among our clients and candidates.
As a remote workplace we demonstrate our commitment to the environment is through our office practices. We educate our employees on energy efficiency, waste reduction, and recycling initiatives to minimise our environmental impact at home. From using renewable energy sources to implementing paperless processes, we continuously seek ways to operate more sustainably and reduce our environmental footprint.
As a Bcorp pending company and a climate positive recruiter we ensure we give back to the environment more than we take out. Our planting policy in partnership with Ecologi keeps us on track of getting this balance right. We commit to planting 100 trees for every placement that we make, so our clients can rest assured that working with us has a positive impact on the environment.
So far we have planted 28,000 trees and funded 29 projects around the world. Our aim for 2024/25 is:
• Plant 45,000 Trees
• Fund 50 worldwide projects
• Focus on funding UK Projects
• Reduce our carbon footprint by 5%Tackling economic inequality
It is our mission to build a business that values people and the planet more than it does profit. At Areti Group we believe that as a business, we have a responsibility to give back and make a positive impact in the communities we serve. Through our community engagement initiatives, we strive to build meaningful relationships, address local needs, and create opportunities for collaboration and growth. We offer all employees 5 charity days per year to volunteer in their local community, we donate 6% of our annual profits to charity and partner with a local skin charity cancer to contribute towards raising awareness and early detection of skin cancer in the local community and schools.
Examples of how we have contributed to our local community:
• Contribution from skilled volunteers is widely underestimated for charitable organisations and can often have a greater impact than financial donations. In addition to our profit pledge, we offer all of our employees 5 fully paid days a year to work for charities of their choice and foster a deeper connection with the cause.
• In 2023, we aimed to raise £15,000 for charity donations but exceeded expectations, raising £24,000.
• Our environmental initiatives include planting over 27,000 trees, contributing significantly to carbon emission reduction, and volunteering 176 hours for community work, including beach cleaning.
• We extend our support to local sports and schools by providing additional coaching to football teams, donating kits to schools, and sponsoring 3 sports teams, fostering a sense of support and inclusivity within our community.
• Through social media, articles and thought leadership pieces we share industry and sustainability insight to help our clients and candidates build a stronger understanding of the critical influence sustainability and technology have on each other.Wellbeing
Ensuring employee well-being is not just a priority; it's a cornerstone of our company culture at Areti Group. We recognise that our employees are our greatest asset, and their physical, mental, and emotional well-being is paramount to their success and fulfilment in the workplace.
First and foremost, we prioritise open communication and foster a supportive environment where employees feel comfortable sharing their concerns and seeking help when needed. Additionally, we understand the importance of work-life balance which is why we are a fully remote workplace, allowing our employees to work from any location and at flexible times to work around their home lives.
Furthermore, we invest in initiatives and programs designed to promote health and wellness among our team members. From wellness workshops and fitness challenges, we provide comprehensive support to help employees prioritise their well-being.
Moreover, we believe in recognizing and celebrating the contributions of our employees. Whether it's through performance bonuses, employee appreciation events, or recognition programs, we ensure that their hard work and dedication are acknowledged and rewarded.
To strengthen our focus on employee wellbeing we have:
• Increased our paid primary and secondary caregiver leave for employees to maximise time with family
• We offer all employees unlimited holiday
• Provided a fully remote workplace to maximise flexibility
Pricing
- Price
- £450.00 to £1,450.00 a unit
- Discount for educational organisations
- Yes
Service documents
Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format,
email the supplier at pete.kelly@areti.io.
Tell them what format you need. It will help if you say what assistive technology you use.