Board Reporting Simplified With New Wdesk Solution

October 16, 2012

It is our pleasure to reveal a new Board Reporting Solution from Wdesk. This solution will transform how meeting binders, reports, CEO books, and other complex documents are authored, distributed and analyzed.

Get an exclusive preview of the new Wdesk solution and see the board reporting product in action. Register now for our webinar, "Sneak Peek! New Wdesk Board Reporting Solution" on Thursday, October 18, 2012 at 1 p.m. CT.

The Wdesk Board Reporting Solution will enable time-saving advantages while you create, distribute, and review multi-document binders, or board books for your Board of Directors. Get to know the Wdesk Board Reporting Solution available to customers in Q1 of 2013.

Board Reporting Features

  • Complete team collaboration and outstanding version control
  • Compatibility with Word®, Excel®, PowerPoint®, and PDFs
  • Intuitive tablet interface with annotation, markup, dynamic reviews and commenting, and secure messaging
  • Link numbers, text, and charts enabling changes to flow instantly through all usages
  • View digital binders on iPad®, Android™, and Windows® devices

Board reports are becoming more important since the passing of the Sarbanes-Oxley Act. The reports are required to be more thorough and more timely than ever. Give your Board of Directors the additional legal and financial information they need in a more efficient, convenient, and secure way.

These reports may include financial performance information, policy documents, contracts, and many other documents board members must review and annotate. The Wdesk Board Reporting Solution streamlines the review process of all team members in a auditable, logical environment.

Use the simple roll forward feature and have your source workbook data integrated within your board reports seamlessly. Combine and import other documents together with Wdesk documents in the binder creation feature that collects the report sections before it goes into the final binder that is then distributed to the board.

The Wdesk board reporting offline mode is one feature we are very excited to share with you. See how we make working on board books possible without having network connectivity, and then sync the binder in the cloud once you connect again.

Find out how you can put the Wdesk Board Reporting Solution to use with your everyday workflow, contact WebFilings today.

*Microsoft, Windows, Excel, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries. iPad is a registered trademark of Apple Inc. Android is a trademark of Google Inc.*

Andy Klopstad

About the author

Andy Klopstad is a Director of Product Marketing at Workiva. He has over 19 years of experience with product marketing and international business.