It’s been a busy couple of months! Between collaborating on AI initiatives, the usual start-of-year activities, attending Workday Rising in Las Vegas, and an AI gathering at Denison University, I’ve had my fair share of travel (including a somber trip to Florida for a friend’s funeral). But I’m back and ready to share some insights on how we’re leveraging Workday for document management.

Many of us with experience in higher education have encountered the limitations of document management in traditional ERPs. Often an afterthought, these systems can be clunky, poorly integrated, and necessitate separate document management solutions, creating extra work.

Workday offers a refreshing alternative. With both Worker Documents and Student Documents, we can store important information directly within the system. This functionality allows us to:

• Create custom categories: Organize documents logically and efficiently.
• Apply robust security: Control access to sensitive information using role-based permissions and segmented security constructs.

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