Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Lisa Preeper

Edmonton

Summary

Over eight years of Workday experience, specializing in Workday Benefits, HCM, Reporting, and Integrations.

Collaborate with various teams and stakeholders to understand and meet their business needs, provide solutions and best practices, resolve issues and tickets, and document the transfer knowledge.

Clear ability to understand Workday’s Implementation Methodology and utilize it with all team engagements including Discovery, Workbooks for each tenant, testing, implementation and post go live concerns.

Capable to work effectively with internal and external partners while ensuring business expectations and needs are met and all issues are effectively escalated and resolved in a timely manner.

Solid relationship building management skills with the demonstrated ability to influence for results.

Ability to provide extensive detail into a business plan of a project to ensure all aspects are covered.

Consult with business stakeholders on system capabilities, guiding them to maximize functionality and achieve business goals.

Excellent written and verbal skills with the ability to summarize complex details into succinct key messages for all suitable audiences.

Excellent organizational, project and time management skills; including the ability to prioritize workload and multitask.

Strong diligence and an ability to think critically and conceptually with a process optimization lens.

Successfully implemented three Workday implementations for HCM, Absence, Benefits, Integrations, Reporting and Dashboards.

Effectively configured benefits for Open Enrollments which included configuring new benefit plans, removing old benefit plans, updating the open enrollment benefit plan business process, updating benefit groups, benefit events, benefit enrollment rules as well as all cross-plan dependencies.

Overview

10
10
years of professional experience

Work History

Benefits consultant

OCLC
05.2023 - 11.2023
  • Served as Lead Workday Benefits Consultant to resolve and handle Workday tickets related to the Workday Benefits module
  • Collaborated with all members of the benefits team as well as the WD sustainment, security and reporting teams
  • Partnered with service provider to ensure all new changes completed were completed successful
  • Researched challenges related to the Workday Benefits modules and provided a multitude of solutions for OCLC to determine the best solution for the business
  • This included a list of pros and cons of each option as well as working with the team to determine the correct solution
  • Provided all documentation and knowledge transfer to the business units including step by step instructions as well as presentation in the forward thinking of WD
  • Performed all WD benefits configuration including updating the business process, adding new benefit plans, updating the benefit plan year, creating new calculated fields for the benefit plans and creating new reports for the benefit partners to review
  • Tested all new plans to ensure they were working prior to Open Enrollment being kicked off.

Benefits consultant

Finning
12.2022 - 05.2023
  • Team Lead for the Workday Benefits module through all phases of the project lifecycle supporting the Redesign Team
  • Participated in requirements gathering sessions to elicit and capture the business requirements
  • This includes the business requirements, the functional and non-functional requirements, as well as systems requirements which will aid in the successful implementation of the flexible benefits programs
  • Lead the Design phase of the project and worked with the team to transform the approved requirements into the configuration design
  • Executed the configuration of the approved design into all Workday tenants
  • Participated in all QA and UAT test planning including providing expertise and guidance to the teams to build the test plan, test scripts, execute test scripts and update the status of each script once testing is completed
  • Provided issue management and resolution support through all phases of testing
  • This includes documenting, tracking, handling and managing defects with team members
  • Coordinated with the team to move the fully tested and approved configuration from the Workday pre-production environment to the Workday production environment
  • Documented the deployed configuration and provided Knowledge Transfer to the team
  • Successfully deployed all benefit changes into production and executed Open Enrollment.

HCM and integration consultant

TC Energy
07.2021 - 11.2022
  • Expert in four modules in the Workday HCM product suite (HCM Core, Benefits, Absence and Reporting)
  • Gathered client business requirements to configure Workday to the specifications requested
  • Collaborated with the team to aid with the data conversion to Workday
  • Assisted the Integration team with testing integrations between Workday and third-party provider
  • Excellent customer focus within a consulting environment with the ability to understand customer needs
  • Experienced in creating documentation, training materials as well as deliver and train all Workday super users
  • Ability to communicate effectively with diverse teammates at all levels within the organization
  • Helped to deliver successful project outcomes and lasting client relationships
  • Documented all new processes and provided knowledge transfer to the team in order for them to start a repository of all Workday processes.

absence, benefits and reporting consultant

Ledcor
10.2018 - 03.2021
  • Collaborated closely with all partners including the business and technology partner through the solution design, testing and deployment of Workday with a focus on Benefits, Absence and Reporting
  • Developed the business test strategy, test plans, test scenarios/scripts and conducted business testing as well as evaluated, analyzed, and provided feedback to correct or update the system
  • Ensured timely notification and escalation of issues or problems while assessing options and providing recommendations for prompt resolution to mitigate risks and ensure quality outputs as well as tracking all progress
  • Participated in cross functional meetings and represented the respective specialization with confidence and purpose
  • Developed and maintained collaborative relationships with all human resources stakeholders and technology partners
  • Contributed to the discovery and design by identifying issues and opportunities by challenging current business processes and rules to provide a comprehensive and effective product
  • Reviewed reporting needs based on current needs and determined if new reports are required and provided solutions based on reporting limitations
  • Established reporting procedure and protocol which included writing the procedure and providing documentation for the protocol, as well as establishing the Reporting Dashboard and monthly statistics and cleanup.

Benefits Lead

Enbridge
01.2016 - 03.2018
  • Led the Benefits and Absence Team in the planning, scheduling, and execution of the new computer system
  • Wrote, developed, and executed all testing scripts
  • Reported to upper management on the weekly basis of the progress of the project and provided answers to all business needs
  • Directed the team with the implementation requirements including conversion, configuration, testing, implementation and post-go live issues
  • Provided input and actively participated in all team meetings
  • Categorized and prioritized all incoming comments, questions, and concerns to provide weekly updates to the team.

Benefits Business Analyst

Enbridge
05.2014 - 12.2015
  • Facilitated and coordinated systems for a link between management and employees by interpreting and administering contracts and helping resolve work-related problems
  • Reconciled, reported, and actioned discrepancies found in reports from six service providers per week and communicated and corrected the issues on a timely basis
  • Effectively controlled the release of proprietary and confidential information as requested
  • Developed metrics used to determine inefficiencies and areas for improvement by reviewing data and providing solutions to management
  • Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines
  • Complied with federal, provincial/state legislation and company policies and procedures
  • Identified 'bottlenecks' and implemented new and improved processes and policies.

Education

Human Resources Management Certificate -

University of Alberta
Edmonton, AB
06.2015

Skills

  • Clear Communication
  • Data Analytics
  • Advising
  • Interactive Communication Skills
  • Policy Interpretation
  • Vendor Relationship Management
  • Benefits Administration
  • Team Leadership
  • Time Management
  • Microsoft Office Proficiency
  • Project Management
  • Client Relationship Management
  • Active Listening
  • Employee Benefits Expertise
  • Organizational Skills
  • Decision Making
  • Adaptability
  • Problem Solving

Timeline

Benefits consultant

OCLC
05.2023 - 11.2023

Benefits consultant

Finning
12.2022 - 05.2023

HCM and integration consultant

TC Energy
07.2021 - 11.2022

absence, benefits and reporting consultant

Ledcor
10.2018 - 03.2021

Benefits Lead

Enbridge
01.2016 - 03.2018

Benefits Business Analyst

Enbridge
05.2014 - 12.2015

Human Resources Management Certificate -

University of Alberta
Lisa Preeper