Simplifying complex collaboration across the enterprise
Transcript of Simplifying complex collaboration across the enterprise
"We actually have all our VPsand senior leaders in Wdesk.
They all review our 10-Ks,documents, and
management reports."
Nancy Fadel,Accounting Manager,
Whirlpool Corporation
Workiva customers say it best
"The linking feature gives mecomfort. I don't have to
spend extra time going backand rechecking every single
number and validating itagainst the support. I know ifI've checked it once, it flowsthroughout the document.
And it's a comfort for ourCFO, the auditors, and the
lawyers too."
Patty Delaney-Bartholf,Director, Financial,
ICU Medical
I used to have people whowould just spend hours rolling
forward a document—checkingit and making sure all the
numbers were correct. But withWdesk, it’s all linked to a singleworkbook, and we just need tocheck it once. That roll forwardprocess is taking two or threedays out of the entire process.
It’s a lot quicker, and I have a lotmore comfort with it.
Bryan Moiles,Director, Assistant Corporate Controller,
Altera Corporation
Wdesk is an integrated reporting ecosystem with spreadsheets, documents, andpresentations that are supported by data collection, certification, and auditing automation.
Wdesk minimizes the risk of manual errors and improves workflow and efficiency.
Why customers choose WdeskControl • Create • Access • Collect
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
-20,000
$(M
illio
ns)
Link your data in Wdesk.
32,01023,670
35,581
(22,399)
30,000
25,000
20,000
15,000
10,000
5,000
0
11,88513,728
22,569
19,139
6,600
17,340
7,366 4,553
3,645 2,280
11,011 6,833
Data Collection
7,366 4,553 8,265 7,846 1,935 598 30,563
3,645 2,280 5,724 2,249 2,317 7,455 23,670
874 5,448 8,580 9,044 2,348 9,287 35,581
11,885 12,281 22,569 19,139 6,600 17,340 89,814
8,265 7,846
5,724 2,249
13,989 10,095
1,935 598
2,317 7,455
4,252 8,053
Audit Report
For fiscal 2013, 91 thousandunits were provided byoperating activities and units
Seattle
Collect • Manage • Report • Analyze
TorontoAmsterdam
Master Workbook
Document
Presentation
Mobile
As you change the numbers in the masterworkbook or data collection templates,the numbers automatically update indocuments, presentations, and charts. Thedata is always accurate. Plus, a full revisionhistory allows for a complete audit trail.
Improve your process in Wdesk.
Monitor Data Collection
Current Period
January 31, 2015
Documents and Presentations
Track progress
To track data being collected, dashboards enable teams to monitor submissions and resubmissionsand track against deadlines. Teams spend less time babysitting the process and chasing down
numbers. The process is automated, utilizing controls for users and data formatting.
Master workbook
Current period:
January 31, 2015
Documents and Presentations
Keep Links IntactEvery Period
Monthly report
November 30, 2014
Monthly report
December 31, 2014
The roll forward process in Wdesk is easy. Just update information for the next period,focusing your time on the content and analysis rather than re-creating reports.
Improve your process in Wdesk.Roll forward
Monthly report
January 31, 2015
Data source
Structured data Unstructured data
ERP Excel® Word® PowerPoint®
PDF Email Paper
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Presentations Workbooks Documents
Data source
Product platform
Data collection Charts Certifications Binders
Structured data Unstructured data
ERP Excel® Word® PowerPoint®
PDF Email Paper
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Wdesk is a platform that solves many problems and provides a variety of solutions. Data can bepulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to
create reports for key stakeholders.
Presentations Workbooks Documents
Data source
Product platform
Solutions
Data collection Charts Certifications Binders
Structured data Unstructured data
ERP Excel® Word® PowerPoint®
PDF Email Paper
RiskReporting
SustainabilityReporting
ManagementReporting
Enterprise RiskManagement
ComplianceReporting
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Wdesk is a platform that solves many problems and provides a variety of solutions. Data can bepulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to
create reports for key stakeholders.
Wdesk solution portfolio
ManagementSustainabilityRiskCompliance
SEC (8-K, 10-K, 10-Q,S-1, Funds)
SOX
Risk Assessments
Proxy Statements
SEDAR
Section 16
XBRL
Investor Relations
Sub-Certification
Recovery andResolution Plans
ComprehensiveCapital Analysis andReview (CCAR)
Stress Testing
Enterprise Risk
Own Risk & SolvencyAssessment (ORSA)
CorporateSustainabilityReporting, includingsupport for GRI, CDP,DJSI, and SASB
Sustainability Risk
Environmental,Health and SafetyData Management
Supplier DataManagement
SupplierAssessments
Strategic Planning
Budget andForecasting
Board Committee andQuarterly Reporting
C-Suite Reporting
Monthly Operationand Flash Reports
Annual Audit Reports
Enterprise RiskManagement
Continuous ERMconnected to businessstrategy andperformance
Risk AppetiteStatements and KRIs
Risk Escalations
Risk ControlSelf-Assessment
Combinedmanagementreporting with finance
Redefine the way your enterprise works."I have not seen an application like this before, and nothing but Wdesk allows for that kind of live collaboration
between multiple parties around the world on complex financial documents,"
David Garrison, Executive Vice President & Chief Financial OfficerArrhythmia Research Technology