Don't Be Like the Majority of Investor Relations Teams

Benefits of moving risk reporting to the cloud
March 3, 2014

How many of these challenges do you recognize from your earnings report creation process?

  • Constantly verifying that your numbers are up-to-date with your SEC manager
  • Updating data changes across the earnings release, call script, earnings presentation, and FAQ book
  • Making sure your executives have the most recent version of your earnings documents for review
  • Manually copying and pasting data from Excel® into Word® and PowerPoint®

The current earnings report creation process is manual, tedious, time-consuming, and prone to error. A whopping 72 percent of finance teams don't trust the numbers they are reporting.1 Don't be like the majority of investor relations teams. Be in the 28 percent instead.

As your earnings season approaches, think of how much easier it would be to not have to pester your SEC manager for the latest numbers in the financial statements. What if you had the ability to link directly into the SEC reporting team's workbooks? And when numbers change, your reports will too—in all instances and across all documents, including text, tables, and charts.

Be certain that all those involved in the review process have the most recent version of the earnings materials. Work as a real team and allow multiple people to work within one master document at the same time, eliminating any version control issues.

Setting your company apart from other investment opportunities and crafting a unique financial story are goals for every investor relations professional. Don't waste time tracking down numbers. Instead, spend more time analyzing your numbers and communicating company performance with the investment community.

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    1"FINANCIAL CLOSE BENCHMARK REPORT." (2013). ADRA Match. Retrieved from

    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.