Three Ways to Simplify Your Earnings Process

The pulse of modern business productivity
November 8, 2013

Investor relations professionals are tasked with creating an earnings book every quarter. The complexity of this process is notorious.

Why not make it easier on yourself? Wdesk for Investor Relations is what you've been waiting for.

1. Link Your Data

Wdesk for Investor Relations has powerful number and text linking capabilities. You can ensure accuracy by connecting source values in our workbooks to multiple usages in tables, charts, and text. Make the change once, and see it update in all linked occurrences.

2. Collaborate and Eliminate Version Control Issues

With Wdesk, those involved in your earnings report process can work on different sections of one document or presentation simultaneously. Your team members can update earnings communications in real time. Once changes are shared, they can be viewed immediately—eliminating control and revision issues.

3. Efficiently Review Your Documents

When the earnings reports and presentations are finalized, Wdesk offers the flexibility to distribute them in a variety of formats, including digital distribution and PDF. You can also view and distribute your earnings books on a cross-platform viewer that is compatible on your desktop and with your iPad® and Android™ devices. This intuitive viewer will give your executives the ability to review and comment on earnings materials in a secure environment. And, it will give you confidence that they have access to all of the materials they need.

Creating your earnings materials doesn't have to be a pain. The powerful linking capabilities and collaborative features available on Wdesk will help you shave days off your earnings report process.

How will you spend your extra time?

Click here to schedule a demo today!

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Jay Miller

About the author

Jay Miller is a Senior Director of Product Marketing at Workiva. He has over 15 years of experience in marketing, product marketing and management with SaaS and enterprise software companies.