LegacyTexas Automates Processes with Workiva Experts

 

Transcript

Amanda: One of the biggest strengths I think with Workiva is the staff. We have an amazing CSM (Customer Success Manager).

Carol: And we've had her since 2012.

Amanda: We've only had one. And we've gotten an opportunity this year to work with two different solutions architects. We had one come on-site with us for a couple of days, and it was amazing. We had a whiteboard, and we just talked. "What do we want to do? Where do we want to go?" Even if it may seem impossible right now, you want to be able to work toward, "How much can we automate?"

You really know with this program that it's like it's built for you.

Carol: In the prior life before Wdesk, we had Word® files with embedded Excel® tables, and it was terrible. And I have not seen any other product out there that gives us what we need.

Word and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries.

Amanda: We've only had one. And we've gotten an opportunity this year to work with two different solutions architects. We had one come on-site with us for a couple of days, and it was amazing. We had a whiteboard, and we just talked. "What do we want to do? Where do we want to go?" Even if it may seem impossible right now, you want to be able to work toward, "How much can we automate?"

You really know with this program that it's like it's built for you.

Carol: In the prior life before Wdesk, we had Word® files with embedded Excel® tables, and it was terrible. And I have not seen any other product out there that gives us what we need.

Word and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries.

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