American Enterprise – Onboarding and Implementation Testimonial



Sara Lehan, Assistant Vice President of Financial Reporting: The process on learning how to use it was actually great. We had some folks from Workiva actually come in and show us how to do it, and in fact, they have been really great about that as we’ve expanded stuff. We originally started with our board reporting materials, and someone came in and showed us how to do that. And then someone came out a little bit later to show us how to use a lot of the formatting to be able to do the footnotes and the audit reports that we’ve been using as well. In fact, every time we’ve had a potential new use for Wdesk, they’ve been very good about helping us through that process and kind of showing us through their knowledge how best to go about doing something like that.