WORKOPSCONSULTING

It's no secret that the stakes for public companies are high. Reporting incorrect, incomplete or untimely information increases the risk of poor decision making, legal liability and a weakened competitive position.  

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Workiva has transformed the way businesses prepare thefir financial and management documents.  This award-winning cloud-based platform establishes version control, simplifies workflow and streamlines tasking, strengthens collaboration, and improves data consistency.  

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But now that you've chosen Wdesk, what's next?

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Beyond the Right Technology

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Dallas-based WorkOps Consulting, LLC is a Workiva third party services integrator that offers best practices to maximize the full benefits of Wdesk.  WorkOps is one of the first companies in North America to offer advanced Wdesk implementation support and accounting advisory services that go beyond a basic financial statement setup.  

 

Why Choose WorkOps?

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The growing demands placed on reporting teams make it challenging to free-up the resources to implement or sometimes even start a reporting project.  Our experience has shown that an in-house Wdesk implementation will often take on a 'see what works best' approach as teams continue to make changes over several periods to get it right.  And even then, how do you know you have an optimal solution in place? 

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Companies can end up with a slow and inefficient deployment, which often results in lower user adoption and outdated setup practices.  Our setup is fast, efficient and non-intrusive, minimizing disruption to busy reporting teams.

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Our comprehensive approach tackles most-read sensitive reporting documents like the MD&A and earnings release.  We also accurately and efficiently set up analyst decks, complex financial statement note disclosures and build cashflow models in Wdesk.  These are the kind of documents that reporting teams spend considerably more time and resources on due to the added complexity and dynamic mix of financial and non-financial elements. 

 

With a WorkOps implementation, we create customized data validation tools comprising hundreds of checks and balances to ensure document consistency and a structured change management process.  We provide process narratives and system documentation for control and compliance purposes.

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We also setup and streamline the preparation of the following reports, documents and presentations:

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• KPI and non-GAAP metrics

• Executive and performance reporting packages

• Capital markets forms

• Investor Relations documents

• Annual Information Forms (AIF) 

• Management Information Circulars (MIC)

• Electronic audit working papers for faster and easier tie-outs

• Planning, forecasting and budgeting documents  

 

And our job isn't finished until our advanced Wdesk-certified CPA consultants have delivered their personalized on-site training program to ensure everyone on your team is comfortable with updating and maintaining their new Wdesk reporting model. 

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Our goal at WorkOps is to leverage our unique skills and experience to implement Wdesk in a way that significantly reduces or eliminates the manual effort spent on low value added tasks in your financial and management reporting cycles. We drive processes and workflows that are repeatable, standardized and sustainable so that your Wdesk software operates at its fullest capabilities.

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