2026 HEUG Alliance Conference | Legato Strategic Con

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Every campus has a story.

We help you move it forward.

Grounded guidance for operational readiness, ERP & SIS modernization, and change adoption.

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Explore campus success stories

Real examples of how institutions build strong operations, trusted data, and skilled teams so modernization delivers lasting ROI and not just a go live moment.

CLEAN REPORTING & REDUCED RISK IN WORKDAY STUDENT

The Results

Reporting became easier to understand and now operates with clearer data and fewer surprises. Staff spends far less time fixing the same problems over and over again. Questions from leadership and auditors could be answered more quickly and confidently.

How They Did It

Rhodes staff worked to understand the source of the reporting problems. They reviewed student records, cleaned up outdated or unclear rules, and rebuilt reports so they reflected how the institution actually operates.

Simple checks and tools were added so staff could spot issues early instead of discovering them at the last minute. Clear documentation helped teams understand what changed and how to keep things running smoothly going forward.

BUILT REALISTIC STAFF PLANS BEFORE CHANGE CREATED STRAIN

The Results
University of Massachusetts entered the next phase of its transition with clearer staffing plans and fewer surprises. Leaders had a better understanding of workload and timing through a clear staffing strategy. By planning for people as carefully as for systems, the institution reduced strain, built trust, and created a more sustainable path forward.

How They Did It

UMass leaders focused on staff planning early. Together, they mapped upcoming work, clarified roles, and talked honestly about capacity. Rather than assuming existing staff could “absorb” the work, the planning process helped leaders identify where temporary support, backfill, or role adjustments would be needed.

These conversations helped shift planning from hopeful assumptions to realistic expectations, grounded in how people actually work.

IMPROVED DAILY WORK THROUGH INTUITIVE WORKDAY DASHBOARDS

The Results
Dashboards became easier to use and easier to trust. Staff could complete routine tasks more quickly, relying less on manual workarounds and outside help. Most importantly, PCC now has a practical foundation for building dashboards that actually support people’s work, making daily tasks smoother and more efficient across teams.

How They Did It

Through conversations and working sessions, staff identified the information they needed most and how they wanted it organized.
Using that input, the team designed dashboards that matched real work patterns. Clear guidance was also created so future dashboards could follow the same simple, consistent approach.

ACHIEVED READINESS THROUGH EARLY PLANNING & TRAINING

The Results
Ivy Tech staff entered implementation feeling more prepared and less overwhelmed. Teams had a clearer sense of what to work on early and why it mattered. By investing in planning and learning upfront, Ivy Tech created a smoother path forward and a stronger foundation for long-term success.

How They Did It

Early conversations helped teams identify foundational work they could tackle before implementation ramped up, such as clarifying data concepts, understanding how Workday Student works, and thinking through how roles would change.

Training was designed to be accessible, using real examples to connect system concepts to day-to-day campus work. Staff were encouraged to ask questions freely and build understanding gradually, rather than waiting until go-live pressure set in.

REDUCED RECURRING ISSUES BY CORRECTING CONFIGURATION

The Results
Once core configurations were aligned, recurring issues dropped significantly. Staff no longer had to work around the same problems each term. The system became easier to manage and more consistent, creating a stronger foundation for future work.

How They Did It

WCU reviewed key configurations and how they interacted with real campus processes. Rather than layering on workarounds, the focus was on correcting underlying setup so the system behaved as intended. Changes were documented and explained to ensure long-term sustainability.

FUNCTIONAL TEAMS EMPOWERED TO VALIDATE DATA EARLY

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The Results
By the time formal testing began, teams knew what to look for, how to spot issues, and how to resolve them. Data problems were identified earlier, confidence increased, and staff were equipped to independently validate Workday data.

How They Did It

The focus shifted early to training people, not just moving data. To understand how data would behave in Workday, cross-functional teams received targeted training, recorded walkthroughs, and practical documentation on how to validate data themselves using reports, templates, and reconciliation tools.

Validation frameworks and early testing reports were introduced so teams could practice before high-stakes milestones.

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How to Move Your Campus to a Cloud ERP/SIS: Lessons from the Front Lines

Think about the last time you moved homes--the excitement, the chaos, the unexpected tasks. Transitioning to a cloud ERP/SIS is just as intense, only amplified. Many institutions are surprised by the volume of tasks that fall outside their implementation partners’ scope of work --work that's 100% the institution's responsibility. But with the right approach, they can:

1) Drive their transition

2) Save time and money

3) Prevent staff burnout

4) Accelerate student success outcomes and ROI in the new technology

This session will equip attendees with the tactical steps to prepare for their move, ensuring a smoother, more successful transition.

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Who We Are

Higher education is our roots. Technological transformation is our forte.

Women-owned independent consultancy
Workday® Student certified specialists - Expertise in SIS implementations and higher education operations
Prioritize clients over vendors - Independent by design, offering an alternative over vendor partners
Committed Consultants – Unlike larger firms, our team is dedicated to your project from start to finish
Higher Ed Focus – Deep knowledge in serving 2-year and 4-year, and non-traditional institutions
Boutique Firm Approach - Personalized and nimble consultation services, adapting to your team's changing needs
Practitioner-Level Perspective - Collegial, action-oriented advice and support

Get on the List

Legato’s deep experience for the process of implementing something complicated, like an ERP or SIS, can help your institution see around corners and tackle things that your implementation partner may not think to mention to you.

Rhodes College

Every campus has a story.

We help you move it forward.

Explore campus success stories

Real examples of how institutions build strong operations, trusted data, and skilled teams so modernization delivers lasting ROI and not just a go live moment.

CLEAN REPORTING & REDUCED RISK IN WORKDAY STUDENT

The Results

Reporting became easier to understand and now operates with clearer data and fewer surprises. Staff spends far less time fixing the same problems over and over again. Questions from leadership and auditors could be answered more quickly and confidently.

How They Did It

BUILT REALISTIC STAFF PLANS BEFORE CHANGE CREATED STRAIN

How They Did It

IMPROVED DAILY WORK THROUGH INTUITIVE WORKDAY DASHBOARDS

How They Did It

ACHIEVED READINESS THROUGH EARLY PLANNING & TRAINING

How They Did It

REDUCED RECURRING ISSUES BY CORRECTING CONFIGURATION

The Results
Once core configurations were aligned, recurring issues dropped significantly. Staff no longer had to work around the same problems each term. The system became easier to manage and more consistent, creating a stronger foundation for future work.

How They Did It

FUNCTIONAL TEAMS EMPOWERED TO VALIDATE DATA EARLY

The Results
By the time formal testing began, teams knew what to look for, how to spot issues, and how to resolve them. Data problems were identified earlier, confidence increased, and staff were equipped to independently validate Workday data.

How They Did It

Book a conversation

How to Move Your Campus to a Cloud ERP/SIS: Lessons from the Front Lines

Who We Are

Get on the List

LEGATO STRATEGIC CONSULTING

info@legatostrategic.com