Sixth Street Partners Case Study

Client Background

Organization: Sixth Street Partners, LLC
Industry: Financial Services
Workforce Size:

• 400 full-time employees
• 100 contractors
• Total users: 500

Challenge: Sixth Street Partners needed to modernize their identity management infrastructure by implementing Workday as the single source of truth for employee data, while ensuring seamless integration with their existing Okta platform and cloud applications.

The Challenge: Fragmented Identity Management

Sixth Street Partners faced significant operational inefficiencies with their existing identity management processes:

1. Fragmented Identity Management

• Multiple systems maintaining employee records
• No single source of truth for employee data
• Manual processes for user provisioning and deprovisioning
• Inconsistent data across platforms

2. Security Concerns

• Need for enhanced security controls
• Requirement for centralized identity governance
• Risk of orphaned accounts and access creep

3. Operational Inefficiencies

• HR administrators spending excessive time on manual data entry
• Delays in granting access to new hires
• Slow deprovisioning of terminated employees
• Lack of automated lifecycle management

The Solution: Strategic Workday-Okta Integration

Integration Architecture

Iron Cove Solutions designed and implemented a comprehensive Workday as a Master (WDAAM) solution with Okta integration, establishing an HRaaM architecture that automated identity lifecycle management across Sixth Streets technology ecosystem.

Core Integration Components:

1. Workday as Profile Master - Authoritative source for all employee data
2. Automated User Lifecycle Management
3. Universal Directory Integration - Seamless attribute synchronization
4. Provisioning Group Strategy - Organized access control
5. Real-Time Data Synchronization - Immediate updates across systems

Implementation Methodology: 5-Phase Approach

Results & Key Performance Indicators

Operational Efficiency Metrics

Security & Compliance Achievements

Qualitative Benefits

• Enhanced Security Posture - Centralized identity governance through HRaaM architecture
• Improved User Experience - Faster onboarding and consistent access
• Scalability - Platform ready to support organizational growth
• Compliance - Clear audit trail for all provisioning activities

Technical Implementation Details

Workday Integration Configuration

1. Provisioning Group Strategy
   • Created provisioning groups based on organizational structure
   • Disabled automatic confirmation for controlled rollout
   • Configured Workday import to sync groups
2. Profile Master Setup
   • Enabled Profile Master in Workday provisioning tab
   • Configured username provisioning standards
   • Established attribute priority rules
3. Universal Directory Integration
   • Mapped Workday attributes to Okta UD fields
   • Established custom attribute mappings
   • Configured mastering rules
4. User Migration Strategy
   • Manually reviewed existing Okta users
   • Processed exact matches automatically
   • Reviewed and confirmed partial matches
   • Remediated unmatched users in Workday
   • Enabled automatic provisioning post-validation

In Scope

• ✅ Workday as Profile Master configuration
• ✅ Okta Universal Directory integration
• ✅ Provisioning group strategy and implementation
• ✅ User matching and migration
• ✅ Automated provisioning/deprovisioning workflows
• ✅ SaaS application integration analysis
• ✅ Change management planning

Out of Scope

• Desktop SSO and Agentless Desktop SSO
• Device Management and Okta Mobility Management
• Okta Workflows
• VPN authentication configurations
• End-user training
• Custom API development
• Bi-directional password synchronization

Challenges & Solutions

Project Investment & Timeline

Project Timeline

Duration: 4 months (June 15 - October 15, 2021)

• July: 80 hours - Workday analysis and initial integration setup
• August: 80 hours - User migration and provisioning configuration
• September: 100 hours - Application integration and rollout

Lessons Learned & Best Practices

Success Factors

1. Strong Executive Sponsorship - Clear support from leadership facilitated decision-making
2. Collaborative Approach - Regular communication between Iron Cove, IT, and HR teams
3. Phased Rollout - Controlled deployment minimized risk and enabled iterative improvements
4. Data Quality Focus - Addressing data inconsistencies early prevented downstream issues

Recommendations for Similar Projects

1. Allocate sufficient time for user matching and data remediation
2. Involve HR administrators early in provisioning group design
3. Document trigger relationships comprehensively before go-live
4. Plan for ongoing governance and maintenance post-implementation
5. Consider application-specific provisioning requirements during planning phase

This case study showcases Iron Cove Solutions expertise in enterprise identity management and HRIS integration. Results may vary based on organizational requirements and existing infrastructure. Project completed October 2021 for Sixth Street Partners, LLC.