Are you a process improvement aficionado who’s always on the lookout for ways to do something bigger, better, faster with the Workiva platform? We’ve got you covered.
Join us for this 60-minute session where we’ll introduce you to templates that help you:
- Focus on what you do best: See a demo of the best ways to automate and easily manage the time-consuming aspects of reporting, like rounding and populating dates.
- Do more than before: Are your coworkers still working in outside spreadsheets or slide decks? Check out templates the entire team can use for presentations, board reports, risk assessments, and more.
- Increase connectivity: Is it time to explore a more direct connection from your systems of record into the Workiva platform? We’ll show you how our pre-built connectors make getting data easier—while making IT happy too.
After this session, you’ll be able to:
- Identify templates available for use with the Workiva platform which can help you automate data population, rounding, date formatting, and more
- Develop a plan for incremental process improvements for your team
- Apply best practices proven helpful by fellow Workiva users