Streamlining the Monthly Management Reporting Process

Situation


  • Consolidated thousands of data points from ERP systems and spreadsheets across the company
  • Spent hours validating and formatting data instead of developing valuable business insights for senior management
  • Manually gathered structured data and variance analysis spread across spreadsheets and documents owned by different teams
  • Copying and pasting updates into the presentation resulted in human error
  • Version control issues arose as mistakes were corrected in multiple locations
  • Tedious process of keeping chart and graph images updated as data was entered or changed

Results


Streamline the process

  • All contributors can work on the same document simultaneously, and updates are viewable instantly
  • Document access and privileges ensure controlled distribution and review of sensitive information across departments

Ensure accuracy with dynamic data

  • Digital document review improves data accuracy and reduces editing and revision cycles
  • Live-linking enables data changes to automatically flow through to all documents, charts, and presentations

Distribute with confidence

  • Wdesk Binders allow you to conveniently view reports on tablet devices
  • Offline access and commenting capabilities ensure management will have access to the most up-to-date strategic plan in a unified format

Results


Streamline the process

  • All contributors can work on the same document simultaneously, and updates are viewable instantly
  • Document access and privileges ensure controlled distribution and review of sensitive information across departments

Ensure accuracy with dynamic data

  • Digital document review improves data accuracy and reduces editing and revision cycles
  • Live-linking enables data changes to automatically flow through to all documents, charts, and presentations

Distribute with confidence

  • Wdesk Binders allow you to conveniently view reports on tablet devices
  • Offline access and commenting capabilities ensure management will have access to the most up-to-date strategic plan in a unified format

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