By: Angela Ward and Andrew Rice
In the rapidly evolving landscape of technology, staying ahead of the curve is not just an advantage—it’s a necessity. At CrossVue, we’ve embraced this challenge head-on, leveraging artificial intelligence (AI) to transform our operations and deliver unparalleled value to our clients.
Here’s a glimpse into our journey, the strategies we’ve implemented, the lessons we’ve learned along the way, and how it all translates into faster, safer, and smarter outcomes for our clients
Why AI is a Reset Moment for Workday Customers
Over the past few years, the technology landscape has undergone a significant transformation. Workflows are moving from rigid if/then rules to adaptive, context-aware agents.
Security, governance, and observability can’t be afterthoughts—they must be built into every initiative. Organizations that succeed are those that can execute this model effectively—they’ll embed it into daily work, roles, and processes.
At CrossVue, we’ve recognized this shift and have made it our mission to integrate AI into every facet of our operations. For our clients, this is a reset moment. AI isn’t an add-on anymore. It’s an integral part of the operating model. And the question isn’t if you’ll adopt it, but how fast and how responsibly you can make it part of your business.
Defining Our Strategy: Governance First, Innovation Always
Over the past few years, we have seen the market shift and the adoption of AI increase rapidly. We knew that early success with AI required investment in our technology and our talent. We partnered with SparkMind, an AI advisory firm, to help define our strategy and governance model and a detailed execution plan. Our work identified three key themes:
- Leadership alignment in the business strategy and success measures is necessary to ensure AI initiatives that are impactful not just innovative.
- Strong governance inclusive of evaluating the new potential risks that come with AI is essential. 77% of business leaders believe rapid GenAI adoption is essential to remain competitive, but less than 39% report having mature AI governance.
- Build internal capabilities before going to market. Experimentation within your own walls and secure environments reduces risk and develops foundational expertise.
Our approach is simple yet powerful: use AI to work smarter, foster innovation, and create transformative environments for our clients and our people, with responsible governance at the core.
Taking a Phased Approach
The world of AI is evolving quickly, so the implementation approach must be agile and balance speed with sustainability.
- Quick wins (0–6 months): We embedded AI into daily operations to drive immediate impact. With adoption rates above 85%, we built momentum while refining our approach.
- Scale & optimize (6–12 months): We formed partnerships to embed AI deeper, targeting 20–40% efficiency gains, while also investing in product development for clients.
- Upskill & sustain: We paired every AI initiative with change management and workforce training. Our goal isn’t to replace people but to augment their capabilities and equip them for the future.
This phased model delivers measurable results while laying the foundation for long-term transformation—a roadmap we also share with our clients.
Turning Strategy into Services and Solutions
Our journey has fueled the launch of CrossVue Innovation Services, giving clients access to the same tools, accelerators, frameworks, and expertise that powered our own transformation. Whether you’re looking to automate operations, enhance customer experience, or unlock new revenue streams, our Innovation Services can help you navigate the complexities of AI adoption.
With Innovation Services, you don’t have to start from scratch—you gain:
- Pre-built accelerators for quick wins and ROI
- Industry-specific solutions tailored to pressing needs
- Governance frameworks that keep AI secure and ethical
- Change Management strategy that fosters adoption
We’ve already seen success with tools like CoPilot for daily task automation, Flatfile for data transformation, Tango for accelerated training, and Evisort for contract automation.
And the momentum doesn’t stop there. Our Solutions Lab is the innovation engine powering two pillars of productized value:
- CrossVue Focus — a suite of Built on Workday apps that land quick wins, like Bulk Document Uploader, Committee Hub, and Team Member Awards.
- CrossVue Companion — our upcoming AI-powered platform management console that gives Workday leaders a unified, intelligent workspace for visibility, control, and confidence.
Together, these offerings help clients shorten value cycles, reduce operational pain points, and maximize the long-term potential of their Workday investment.
What This Means for You
The lessons we’ve learned apply to any organization starting or scaling its AI journey:
- Engagement is everything — Success with AI starts with a culture of curiosity and collaboration.
- Innovation is a team sport — Our Solutions Lab and Innovation Services are designed to co-innovate with employees and clients
- Adoption is essential — The real impact of AI comes when every individual understands its value and applies it in their day-to-day work AI is no longer optional. Embracing AI is now the foundation for staying competitive .
At CrossVue, we’re committed to helping you navigate this journey with confidence. Whether you’re seeking early wins, scaling transformation, or productized solutions, we’ve been there—and we’re ready to help you move forward faster.
Ready to unlock the full power of AI in Workday? Contact us to see CrossVue’s solutions in action.