Optimization & Managed Services

Beyond Go-Live. Beyond the Platform. Continuous Value.

Transformation doesn’t end at deployment, and neither do we. We partner with organizations to continuously optimize performance, expand capabilities, increase adoption, and unlock new sources of value over time across Workday, Workato automations, data integrations, and AI workflows.

Validated by Independent Research

“CrossVue is evolving from an implementation partner to a long-term optimization provider, emphasizing continuous value through AI, data, and innovation.” — The Forrester Wave: Workday Services, Q2 2026

Our Services

Run the
Platform

Reliable operations that keep your business moving. Day-to-day support and issue resolution across Workday and Workato, proactive monitoring of your environment, and structured triage and prioritization aligned to business impact.

Enable the
Business

Ensure every Workday release and business event delivers value. End-to-end release readiness, impact analysis, and testing coordination — plus support for open enrollment, year-end close, payroll cycles, Workato recipes and agent updates, and feature adoption planning.

Improve the
Platform

Continuously optimize how Workday supports your organization. Backlog prioritization aligned to strategic business goals, configuration enhancements, reporting and workflow optimization, and identification of automation and efficiency opportunities.

Expand What’s
Possible

Leverage Workday and adjacent technologies to drive transformation. Advisory support for M&A, new capabilities, and platform expansion — including additional Workday SKUs, Extend solutions, Workato MCP orchestration, Workday Data Cloud, and AI strategy through strategic partnerships.

A trusted partner for ongoing Workday support

Our managed services practice supports a growing portfolio of clients across regulated industries with optimization, not just issue resolution, at the center of what we deliver. We don’t just keep the lights on. We help clients continuously expand how they use Workday.

Built for long-term partnership

We pair each engagement with a dedicated team, and a structured handoff model so institutional knowledge, design context, and accountability carry forward across every phase of your work with us. Your team always works with people who know your environment.

Powered by CrossVue Companion

AI-powered Workday platform management — centralized visibility into operations and support activity, ticket trends and service demand reporting, budget consumption and utilization tracking, roadmap and enhancement planning aligned to business goals, and operational utilities that accelerate execution and improve decision-making.

Where to Start?

CrossVue Horizon — Workday Tenant Assessment
10-12 Weeks

A structured engagement that gives you a clear line of sight on where to optimize your current Workday configuration, communications, training, and production support model. You receive a current state assessment, an in-depth analysis, a prioritized roadmap with recommended next steps, and a tailored action plan aligned to your business goals. Scoped to fit organizations of any size or operational maturity.

Integration Cost & Efficiency
Assessment
2-3 Weeks

Workday’s shift to usage-based pricing means integration inefficiency is no longer just technical — it’s financial. We assess your integrations for design stability, API and data usage efficiency, workflow redundancies, and operational cost drivers delivering a prioritized action plan with a flex credit reduction estimate. Scoped to fit any integration footprint, with combined Workato visibility.

Optimization & Managed Services connect across our full lifecycle

Enterprise Transformation

Align people, processes, and technology through strategic, outcome-driven transformation, — from organizational redesign and change management to enterprise-wide modernization across Workday, Workato, and the broader ecosystem.

Platform Implementations

Build scalable, production-ready Workday and Workato environments through CrossVue Complete — combining deep functional expertise, industry-specific configuration, and embedded change management to accelerate time to value. 

Data & AI

Activate trusted data and operationalize AI across the enterprise — connecting Workday with modern data platforms to power real-time insight, intelligent automation, and production-ready decision-making at scale.

What Our Clients Say

“It is a relief to know I have CrossVue behind my staff to help support the Workday ecosystem. CrossVue and our organization are strategic partners for many, many years to come.”

Healthcare

“Their culture aligned more with ours. Even our first conversations, it was like we were talking to our best friends. They have been with us ever since we went live. They’re still our post-production support. It’s been a really great partnership.”

Nonprofit

“When you’re pleased with an implementation, like we were with CrossVue, the next logical step is to keep collaborating for ongoing success.”

Retail & Lifestyle

Ready to Optimize Your Organization?

FAQs About Optimization & Managed Services

What do CrossVue’s managed services include? 

Our managed services span four areas: running the platform with day-to-day support and issue resolution across Workday and Workato, enabling the business through release readiness and support for events like open enrollment and year-end close, improving the platform through configuration enhancements and workflow optimization, and expanding what’s possible with advisory for M&A, new capabilities, and platform expansion.

How is CrossVue different from a traditional AMS provider?

We put optimization, not just issue resolution, at the center of what we deliver. We don’t just keep the lights on. We help clients continuously expand how they use Workday, with a dedicated team and a structured handoff model so institutional knowledge, design context, and accountability carry forward across every phase of your work with us.

What is CrossVue Companion?

CrossVue Companion is our AI-powered Workday platform management tool. It provides centralized visibility into operations and support activity, ticket trends and service demand reporting, budget and utilization tracking, roadmap and enhancement planning aligned to business goals, and operational utilities that accelerate execution and improve decision-making.

What is the CrossVue Horizon assessment?

CrossVue Horizon is a 10 to 12 week Workday tenant assessment that gives you a clear line of sight on where to optimize your current configuration, communications, training, and production support model. You receive a current-state assessment and in-depth analysis and a prioritized roadmap and tailored action plan. It is scoped to fit organizations of any size or operational maturity.

How does CrossVue help manage Workday integration costs?

As Workday shifts toward usage-based pricing, integration inefficiency is becoming a financial issue, not just a technical one. Our Integration Cost & Efficiency Assessment evaluates your integrations for design stability, usage efficiency, workflow redundancies, and operational cost drivers, delivering a prioritized action plan with a flex credit reduction estimate and combined Workato visibility.

CrossVue
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