Preparing a Rating Agency Presentation

Situation


  • Managing input from multiple teams within the organization—including finance and accounting, risk and capital planning, actuary, underwriting, and treasury—was difficult.
  • Version control issues arose when each department updated its section of the rating agency presentation separately and then circulated the edits, which created multiple files.
  • Subsequent non-value added time was spent collecting and consolidating all of the files sent from each team.
  • Long email chains filled email boxes with small notes and multiple attachments.
  • Presentation review and approval was chaotic due to different types of input—physical copies with red pen, sticky notes, individual emails with comments, etc.

Results


Controlled presentation access

  • Each key constituent views and comments directly on rating agency slides from anywhere with internet access—at the same time and with no checkout period.
  • Permissions are set on a slide-by-slide basis, so employees only access the slides they are intended to see.

Increased accuracy with dynamic data


  • Numerical values and narrative text are linked from source documents and workbooks directly into different agency presentations.
  • When a value changes at the source, all related data points automatically update—including charts.

Streamlined creation and update process

  • Presentation creators all work in a single live document, which eliminates version control issues and the need to consolidate multiple files.
  • For easy auditability, a detailed version history is automatically saved and shows each change, who made it, and when.

Efficient distribution and review

  • Presentations, other Wdesk documents, and external files are packaged together in a single digital binder, which can be quickly exported.
  • Digital reviews enable the C-suite and other executives to review and comment on any Wdesk document from a desktop, tablet, or mobile device.

Results


Controlled presentation access

  • Each key constituent views and comments directly on rating agency slides from anywhere with internet access—at the same time and with no checkout period.
  • Permissions are set on a slide-by-slide basis, so employees only access the slides they are intended to see.

Increased accuracy with dynamic data


  • Numerical values and narrative text are linked from source documents and workbooks directly into different agency presentations.
  • When a value changes at the source, all related data points automatically update—including charts.

Streamlined creation and update process

  • Presentation creators all work in a single live document, which eliminates version control issues and the need to consolidate multiple files.
  • For easy auditability, a detailed version history is automatically saved and shows each change, who made it, and when.

Efficient distribution and review

  • Presentations, other Wdesk documents, and external files are packaged together in a single digital binder, which can be quickly exported.
  • Digital reviews enable the C-suite and other executives to review and comment on any Wdesk document from a desktop, tablet, or mobile device.

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