Smooth Sailing with Wdesk and Certification at FirstMerit

August 7, 2012
Any external reporting manager who has wondered if it would be difficult to change from an existing external reporting process to Wdesk should read about Stacy Gilbert's experience. Vice President and Assistant Controller at FirstMerit Bank, an Ohio based holding company, Gilbert describes the transition to Wdesk as "seamless and easy." More significantly, FirstMerit made the switch when filing their 10 K. According to Gilbert, "It is truly the best way to do it, because the K is your biggest document and you're starting from scratch." When Wdesk launched Certification, Gilbert was eager to have FirstMerit's audit team receive an introduction to this new system for managing the sub-certification process. After the solution demo, the bank signed on right away. Vice President and Senior Audit Manager, Terri Rogers joins Gilbert in applauding the efficiencies of both Wdesk solutions. Read how Certifier saves the audit team time and maintains a current report of FirstMerit's certification process by downloading the case study.
Mitz Banarjee

About the author

Mitz Banarjee is the Head of Global Client Services at Workiva. Over the past 10 years, he has been heavily involved with technology companies of all sizes at an operational level driving customer satisfaction and customer loyalty.