Reference: Best Practices for Adaptive Planning Hubs
Consider these best practices to help ensure a smooth user experience, enable participants to understand the current functionality, ensure data security, and provide feedback.
Start Small
- Begin with a single hub for one department or workflow such as Financial Planning Hub.
- Limit early pilots to a few groups to validate access, performance, and adoption.
Focus on relevance
- Include only the most essential pages, links, and widgets to reduce cognitive load.
- Use Groups to structure related content logically.
- Ensure the Workflow widget surfaces insights that are truly actionable.
Keep layout consistent
- Use a consistent structure across hubs to make navigation intuitive.
- Maintain uniform naming conventions for Pages and Groups.
- Place the Workflow widget in the same general location across hubs.
Manage updates carefully
- Test configuration changes in draft hubs before republishing.
- When cloning hubs, always revalidate page links, widgets, and permissions.
- Archive old hubs instead of deleting them to preserve configuration references.
Monitor feedback
- Encourage users to report usability or performance issues through designated feedback channels.
- Track recurring themes for improvement.
Manage updates carefully
- Test configuration changes in draft hubs before republishing.
- When cloning hubs, always revalidate page links, widgets, and permissions.
- Archive old hubs instead of deleting them to preserve configuration references.
Collaborate across teams
- Partner with UX, Adaptive Planning admins, and security to ensure hubs follow consistent design and access standards.
- If integrating with other Workday products, validate that connected workflows and permissions align correctly.