Reduce manual data entry and develop scalable reporting frameworks with connected reporting.
CSR Reporting
Streamline CSR reporting
Companies face pressure from investors to provide nonfinancial data regarding social and environmental performance as part of their corporate reports. Workiva provides a cloud platform that reduces the effort required to provide transparency and accountability throughout CSR efforts.
Connected reporting simplifies the entire CSR reporting cycle
From data collection to report development and distribution, Workiva enables teams to develop processes that increase efficiency and reduce cost.
CSR data is readily available in a single platform, enabling report contributors and reviewers to collaborate the same active document. Blacklines and milestones are used to track report progress and easily see changes between versions.
Data Management
Improve sustainability data management
Reflect site-level and regional changes to consumption and emissions automatically across periodic KPI reports, dashboards, and sustainability reports.
Simplify data collection
Flexible, custom templates allow the collection of qualitative and quantitative data, which compiles instantly as it is collected. Distribute templates to all providers with a single click, and update without IT assistance. Connect data into Wdesk from Wdata or existing systems.
Monitor progress
Save time by crafting reports as data is being collected. As you approve, new data points immediately update in documents, charts, and presentations. Real-time dashboards show the status of templates and individual data contributions.
Sustainability Questionnaires
Automate collaboration and review
Data collection for sustainability questionnaires can be tedious and time-consuming—values must often be normalized for consistent usage. With Workiva, the reduction in manual consolidation of comments and reviews from across the company improves efficiency and reduces time.
Monitor and manage
Digital workflow allows contributors to see which sections of the report have been completed, and revision history provides a full audit trail.
Analysts work simultaneously in a single workbook with individually assigned sections for their portions of the questionnaire.
Connect data from a master workbook into the CDP and DJSI responses, sustainability report, and 10-K, allowing last-minute changes to automatically flow through all documents.
GRI Reporting
Increase confidence in GRI report accuracy
Creating large sustainability reports based on the GRI standards requires a sustainability reporting software equipped to handle many contributors, rounds of changes, and a variety of data inputs. Wdesk was designed to support large-scale reporting efforts, improving confidence in GRI report output.
Eliminate version control issues
No need to manually “check in” and “check out” documents—teams work together on the same document simultaneously. Full revision history shows who made what changes and when, allowing the sustainability manager to facilitate quick follow-up.
Utilize GRI reporting standards and templates within Wdesk. Ensure accuracy by connecting indicator values and text between the report and template, so updates are reflected in both locations.
We were never wasting time with mechanical failures or process-related failures because of an old, outdated sort-of way of doing things. Instead, we were able to focus on what mattered, focus on the analysis, and get to where we needed to get in a much more streamlined fashion.
Tyler Herb
Director of Corporate Accounting
Slack Technologies Inc.
The more you put into Workiva, the more you get out. Spend the time to really make the platform your own, and the time and financial savings you reap just grow exponentially.
Katherine Lane
VP and SOX Manager
Webster Bank
I don’t think Workiva has a peer as far as breadth of vision and technology and track record.
It's easy to add a footnote to the testing documentation, and then it's easy to put that into the audit report. They find themselves doing things just because it's easy. There's no doubt that their satisfaction would've been much less if we had tried to do all that in Excel and Word and PowerPoint.
David Gamble
Director of Risk and Advisory Service
SmileDirectClub
Workiva connects everybody well and helps them communicate, review, and do all of their activities in one system. All the information is now in the system, not in our team’s computers. It’s in a safe place.