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Find the Fast-Track: Your Guide to Workiva Templates

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Matt Daleiden, Dominick Fatibene, Brett Hubert


60 minutes

Key Takeaways

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 

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